In this episode of the Fere AI Morning Alpha Show, we cover GameStop’s surprise BTC stack, Solana ETF momentum, and a wave of AI and degen fuel sweeping the market.
Market sentiment? Greed at 71. BTC held above $109K, ETH hovered near $2.7K, and ETF flows poured in — Bitcoin saw $857M in two days, while Ethereum ETFs added $246M, signaling major institutional appetite.
GameStop confirmed it bought 4,710 BTC, joining the likes of MicroStrategy in the corporate crypto treasury game. Meanwhile, Peter Thiel’s Bullish exchange filed for IPO, and Stripe acquired Privy — its second major crypto move this year.
On the regulatory side, the SEC is nudging Solana ETF issuers to update their filings — with Chair Paul Atkins suggesting staking might escape securities status. Decentralized finance may be getting its policy moment.
Big plays on-chain: $221M in SOL unstaked, Hyperliquid wallet keeps longing BTC, and DEX-to-CEX ratio spikes to 140%, driven by incentives. Total liquidations hit $200M in 24 hours.
Project drops? XION enables USDC gas, 1inch launched Pathfinder, Ethereum Foundation released its “Trillion Dollar Security” report, and CoinGecko unveiled its live AI data server. Meanwhile, SOON Network, Ondo Finance, and Lympid push RWA adoption forward.
In Degenland: Sahara AI IDO is live, $SNIBBU, $SBET, and $SHOGGOTH are trending, and Gnome Child launches Sunday with RuneScape nostalgia and LABUBU pedigree. One trader flipped a loss into a $104K gain on $aura — just by holding.
Narratives to track: Ecosystem ethics, Hyperliquid’s decentralization debate, and interactive DeFi education content. On the macro side, U.S. CPI dipped to 2.4%, stoking Fed rate cut rumors, and the U.S.–China trade reset is underway.
Crypto’s speeding up — whether it’s ETFs, L2s, or AI agents. Fere AI gives you signal in the noise — before it hits your timeline.