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The Morning Alpha Show. Jul 11
In this episode of the Fere AI Morning Alpha Show, we decode the Bitcoin ETF blowout, Coinbase’s triple power play, and Solana’s pump.fun narrative takeover.
Bitcoin hit a fresh ATH at $118K, then surged toward $120K as ETF inflows crossed $1.5B, marking the second-largest daily total ever. Ethereum reclaimed $3K, with a rare ETH > BTC futures flip and $300M inflows into BlackRock’s ETH ETF. Alt L1s — including BNB, Aptos, and SUI — followed suit with breakouts.
Coinbase went on offense — partnering with Perplexity AI to deliver real-time market data, acquiring Opyn’s leadership to build onchain options, and defying bearish analysts as COIN stock rallied. It's data, derivatives, and distribution — all at once.
On the memecoin front, PENGU surged 32% after the SEC acknowledged its ETF proposal, DOGE pumped 10%, SHIB logged 18% monthly gains, and whales rotated back into PEPE and BONK. The meme-to-mainstream narrative just hit TradFi.
Pump.fun made waves, acquiring Kolscan, a Solana-based trading intel tool. Traders front-ran the move, and now pump.fun is teasing a $1B token launch. Solana SZN is here — again.
Security-wise, GMX got exploited for $42M, but the hacker returned $40M — and the token bounced 14%. Ethereum core devs blocked a malicious pull request trying to sneak into the codebase. Guardrails matter.
Globally, real-world asset tokenization surged — with a $75M Tokyo real estate deal on Oasys, a €100M German state bond on Polygon, and Australia testing tokenized wholesale markets.
From AI-enhanced trading infrastructure to whales hunting narrative rotations, this was one of the loudest and most layered 24h windows of the cycle.
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By Fere AIIn this episode of the Fere AI Morning Alpha Show, we decode the Bitcoin ETF blowout, Coinbase’s triple power play, and Solana’s pump.fun narrative takeover.
Bitcoin hit a fresh ATH at $118K, then surged toward $120K as ETF inflows crossed $1.5B, marking the second-largest daily total ever. Ethereum reclaimed $3K, with a rare ETH > BTC futures flip and $300M inflows into BlackRock’s ETH ETF. Alt L1s — including BNB, Aptos, and SUI — followed suit with breakouts.
Coinbase went on offense — partnering with Perplexity AI to deliver real-time market data, acquiring Opyn’s leadership to build onchain options, and defying bearish analysts as COIN stock rallied. It's data, derivatives, and distribution — all at once.
On the memecoin front, PENGU surged 32% after the SEC acknowledged its ETF proposal, DOGE pumped 10%, SHIB logged 18% monthly gains, and whales rotated back into PEPE and BONK. The meme-to-mainstream narrative just hit TradFi.
Pump.fun made waves, acquiring Kolscan, a Solana-based trading intel tool. Traders front-ran the move, and now pump.fun is teasing a $1B token launch. Solana SZN is here — again.
Security-wise, GMX got exploited for $42M, but the hacker returned $40M — and the token bounced 14%. Ethereum core devs blocked a malicious pull request trying to sneak into the codebase. Guardrails matter.
Globally, real-world asset tokenization surged — with a $75M Tokyo real estate deal on Oasys, a €100M German state bond on Polygon, and Australia testing tokenized wholesale markets.
From AI-enhanced trading infrastructure to whales hunting narrative rotations, this was one of the loudest and most layered 24h windows of the cycle.