Lekker Capital CIO Quinn Thompson argues that the recent crypto market liquidation event represents a rare positioning washout that has left consensus sentiment misaligned with reality. He contends that getting bearish after such deep deleveraging events historically proves to be poor timing. Thompson sees current conditions as setting up for strong forward returns in Bitcoin and Ethereum, combining the largest positioning rinse in crypto history with what he characterizes as a ‘macro goldilocks’ economic environment.
about Crypto Bull Run Not Over Despite Market WashoutVance Spencer
0 posts last weekEthereum ETFs & Treasurys Drive $50B-$100B Buying Pressure
Ethereum is witnessing massive institutional demand, with spot ETFs recording a 12-day inflow streak totaling $7.7B, led by BlackRock’s $8B. Simultaneously, corporate treasuries like The Ether Reserve (planning a $1.6B Nasdaq listing) are accumulating ETH, creating mid-11-figure buying pressure. Analysts Vance Spencer and Merlijn The Trader compare this to ETH’s 2020 setup that preceded an 1,800% rally, noting current ETF inflows and staking products could trigger similar growth. ETH hit a 7-month high of $3,850 amid this demand surge, with firms like Bitmine and SharpLink expanding holdings. The convergence of ETF adoption and treasury accumulation suggests sustained upward momentum for Ethereum.
about Ethereum ETFs & Treasurys Drive $50B-$100B Buying PressureCrypto Leaders Criticize Proposed US Stablecoin Regulations as Anti-American
A U.S. venture capitalist has criticized proposed regulations that would restrict international stablecoin issuers from accessing the U.S. treasury market, arguing it undermines U.S. dollar dominance and exacerbates national debt issues. Vance Spencer warns that such regulations could push overseas issuers like Tether out of the market, echoing sentiments from other industry leaders who label the legislation as anti-American and detrimental to national security. Tether’s CEO, Paolo Ardoino, also condemned rival stablecoin issuers for allegedly seeking to undermine USDT, vowing to protect users reliant on the traditional financial system.
about Crypto Leaders Criticize Proposed US Stablecoin Regulations as Anti-AmericanTether CEO Accuses Rivals of Targeting USDT Through Legal Maneuvers
Tether CEO Paolo Ardoino has accused rivals of attempting to undermine USDT through legal and legislative means, claiming their goal is to “kill Tether.” He emphasized that these actions could harm users in developing countries who rely on USDT for financial stability. As US regulations evolve, Tether may face challenges accessing US Treasury bills, potentially impacting its significant holdings.
about Tether CEO Accuses Rivals of Targeting USDT Through Legal ManeuversBerachain TVL Surpasses 3.2 Billion Overtaking Arbitrum and Base
Berachain’s total value locked (TVL) has surged past $3.26 billion, positioning it as the sixth-largest blockchain in decentralized finance, surpassing Arbitrum and Base. The network’s growth is driven by its leading protocols, including Infrared Finance and Kodiak, and its unique proof-of-liquidity consensus model. With a market cap of $715 million, Berachain aims to challenge Ethereum and Solana’s dominance in the DeFi space.
about Berachain TVL Surpasses 3.2 Billion Overtaking Arbitrum and Base