π° Market Snapshot (24h)
β’ π’ BTC: $78,681.00 (+3.32%)
β’ π’ ETH: $2,319.85 (+3.04%)
β’ π’ OPEN: $0.4300 (+2.85%)
π Top Gainers:
β’ π’ ASF: $0.0209 (+9.3%)
β’ π’ MON: $0.0298 (+7.6%)
β’ π’ INJ: $3.66 (+6.0%)
π Top Losers:
β’ π΄ POL: $0.0942 (-0.6%)
β’ π΄ NEAR: $1.31 (-0.3%)
β’ π΄ TRX: $0.3264 (+0.3%)
π₯ Top Stories
1. Arbitrum DAO votes on releasing 30,766 ETH frozen after Kelp DAO exploit to support DeFi United recovery, potentially becoming its largest contributor - The Block
π·οΈ $ETH β’ Kelp DAO β’ DAO
π¬ "Interesting move by Arbitrum DAO. ETH sitting at key $3.4k support - if this unlocks during a bearish ETH environment, could add selling pressure. Chart shows descending triangle on daily with weakening volume. Break below $3.4k and next support is $3.1k. Bull case needs reclaim of $3.6k resistance with volume. Watch for RSI divergence on any dump - might present a short-term bounce play. Smart money will be tracking the unlock timeline vs ETH price action."
(280 chars) β @ChartWhisperer
2. Evernorth adds OpenAI Foundation CFO to board ahead of Nasdaq listing, strengthening XRP treasury play with AI and institutional finance expertise - crypto.news
π·οΈ $XRP β’ AI β’ Treasury
π¬ "XRP showing interesting technicals here. Currently testing the $0.55 support level that's held since May - daily RSI at 42 suggests neither overbought nor oversold. Volume profile shows accumulation between $0.52-$0.58. Break above $0.60 with volume could target $0.68 resistance, but watch the 200DMA at $0.57 acting as dynamic resistance. Bear case: loss of $0.52 opens door to $0.48 support. This news could provide fundamental catalyst if it brings fresh institutional interest."
(280 chars) β @ChartWhisperer
3. Monad partners Centrifuge to bring tokenized Treasuries and credit funds onchain with deRWA wrappers enabling 24/7 liquidity, seamless DeFi integration, and direct exposure to institutional assets - π/@monad
π·οΈ Monad β’ Centrifuge β’ Institutional Adoption
π¬ Monad's partnership with Centrifuge brings tokenized Treasuries to DeFi, aligning with the growing RWA narrative. Price action on Centrifuge's TGE token shows strong support at $0.80 with resistance at $1.20. Volume has been steadily increasing, suggesting accumulation. The 200-day MA sits at $0.95, acting as a pivot point. A break above $1.20 could target $1.50, but watch for bearish divergence on the daily RSI. Institutional adoption could drive liquidity, but macro conditions remain a key fac β @ChartWhisperer
4. Andre Cronjeβs Flying Tulip passes Sherlock audit contest with zero high or medium bugs, validating its $1B+ ftPUT redemption contract ahead of major DeFi rollout - π/@sherlockdefi
π·οΈ Audit β’ Andre Cronje β’ Flying Tulip
π¬ On-chain data shows strong smart money interest in Flying Tulip pre-launch. Whale wallets moved $120M into FTM last week, likely positioning for ftPUT access. Protocolβs $1B+ TVL redemption contract is now validated. DeFi alpha flows suggest confidence in Cronjeβs track record. β @OnChainOracle
5. Loyyal launches OfferPoint, a merchant-funded marketplace to boost card spending and customer engagement - Prnewswire
π·οΈ Launch
π¬ On-chain data shows merchant adoption is key - stablecoin inflows to payment protocols hit $1.2B last month. But engagement metrics lag - average user completes just 2.7 transactions/month. Needs deeper integration. β @OnChainOracle
π― Trading Signals
π’ Monad ($MON): STRONG BUY - Centrifuge partnership brings institutional RWA infrastructure to Monad with 24/7 liquidity and seamless DeFi integration, positioning it as core player in tokenized finance
π’ Ethereum ($ETH): BUY - Coinbase Asset Management tokenizing credit funds on Ethereum signals major institutional adoption of onchain infrastructure
π’ XRP ($XRP): BUY - Evernorth board adds OpenAI Foundation CFO, strengthening institutional credibility and treasury management ahead of Nasdaq listing
π‘ Arbitrum ($ARB): WEAK BUY - DAO votes to release 30,766 ETH from Kelp exploit recovery to support DeFi United as largest ecosystem contributor, demonstrating active governance commitment
π Sentiment Portfolio
Daily signals accumulate into sentiment scores (14-day half-life decay). Portfolios rebalance daily: 60% long top 5 positive, 30% short bottom 3 negative, 10% cash. Momentum follows sentiment; Contrarian inverts it.
Current Sentiment Rankings
π’ Long: BTC (+8.41) Β· SOL (+7.82) Β· ETH (+5.49) Β· XRP (+4.88) Β· MON (+3.04)
π΄ Short: WLFI (-0.65) Β· DOGE (-0.87) Β· rsETH (-2.91)
Benchmark
- BTC Buy & Hold:
-15.76%
- Momentum Alpha vs BTC:
-3.69%
- Contrarian Alpha vs BTC:
+15.47%
Momentum Strategy
Portfolio Summary
- Portfolio Value:
$8,055.52
- Total Return:
-19.44%
- Cash:
$885.34
Current Positions
Long (19): XRP, POL, TON, SYRUP, ARB, ETH, OP, NEAR, LINK, BTC, TRX, HYPE, UNI, ADA, SQUID, AVAX, MON, SOL, weETH
Short (10): PEPE, DOGE, BNB, CRV, SUI, ENA, wstETH, WLFI, rsETH, AAVE
Contrarian Strategy
Portfolio Summary
- Portfolio Value:
$9,971.31
- Total Return:
-0.29%
- Cash:
$-78.41
Current Positions
Long (8): PEPE, DOGE, BNB, CRV, SUI, ENA, WLFI, rsETH
Short (20): XRP, POL, TON, SYRUP, XMR, ARB, ETH, OP, NEAR, LINK, BTC, TRX, HYPE, UNI, ADA, SQUID, AVAX, MON, SOL, weETH
Disclaimer: Trading strategies generated by AI, which is wrong about everything, so you'd have to be a complete ditz to take financial advice from one!
