In this episode of the Fere AI Morning Alpha Show dives into a market split between consolidation and quiet accumulation. BTC ETFs see $300M in outflows, while ETH ETFs pull in $80M+ — signaling a subtle momentum shift as ETH dominance ticks up.
We track big money moves: SharpLink Gaming pivots $425M into ETH reserves, BlackRock rotates BTC to ETH, and whales accumulate $HYPE and SKY while DEXE and LUNA attract buy-side flows on Binance.
TradFi and Web3 continue merging: Robinhood acquires Bitstamp, Consensys picks up Web3Auth, and Circle’s $CRCL IPO inches closer to becoming the face of stablecoin adoption. Meanwhile, Auradine and Walrus secure $150M+ rounds in the Bitcoin mining and decentralized storage scenes.
Project highlights include: Tether’s gold-backed token XAUt0 on TON, Saros DLMM on Solana, XION’s mobile dev kit, HALO AI’s new demo, and post-quantum ZetraX wallet launching live.
Plus: New listings ($HYPE, $BDXN, $SOPH), degen rotations into BADFROG, MASK, SBET, and fresh airdrops from Zircuit, LayerEdge, Bondex, and Subsquid.
It’s ETH’s moment, BTC’s pause, and degens’ playground. Let Fere AI help you front-run the narratives before they hit the timeline.
Plug in. Stay sharp.