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[0xLouisT @0xLouisT]

SOL sentiment is at its lowest in the past 12 months.

Yet, price hasn’t moved nearly as much. Feels like:
- Either FUD is overblown, and sentiment will mean revert
- Or price still has room to catch up with sentiment

[Kronos @CapitalKron]

What could save and turn around the crypto market?

Today's CPI data is a big deal

Cryptos, especially alts, really need a good inflation print right now. Like, seriously, it's their oxygen.

Trump can talk all he wants about tariffs, but markets follow the fed. And the fed looks at inflation to make its moves.

A chill reading could give crypto some breathing room, which is what happened today.

[Kronos @CapitalKron]

What’s going on with Binance and Wintermute?

There’s a lot of noise in the crypto community right now about a potential *orchestrated liquidation cascade* involving Binance and Wintermute. Here’s the TL;DR of what people are saying:

Just hours before a massive market crash, Binance reportedly sent large amounts of ETH, SOL, and BTC to Wintermute. Shortly after, Wintermute allegedly started dumping these assets on the market during low-liquidity hours (it was nighttime + Chinese holidays).

Binance, as an exchange, has access to where traders’ stop-loss orders are placed. The theory is that they could’ve shared this info with Wintermute, allowing them to strategically dump and trigger liquidations.

Both Binance and Wintermute are getting *hammered* online right now. Their wallets are being tracked, and their social media accounts are flooded with accusations and threats. People are calling this blatant market manipulation.

Let’s not forget — Binance has been losing market share fast. In December 2022, they dominated with 62% of the market. By December 2023, that dropped to 34.7% (Coingecko data). Are they feeling the pressure?

If true, this isn’t just shady — it’s a direct attack on retail traders and the integrity of the entire industry. Binance has faced similar accusations before, and CZ’s past legal troubles don’t help their case.

If you’re still trading on Binance, it might be time to rethink your options. This isn’t the first time something like this has been alleged—and it probably won’t be the last.

What do you think? Is this just FUD, or is there something bigger going on?

[seth bloomberg @bloomberg_seth]

One of the biggest implications of the DeepSeek events is that we're closer to the value accrual inversion between apps<>deep infrastructure than many expected. This is good for consumers; we will start seeing more novel apps deployed.

[Kronos @CapitalKron]

Bitcoin Dominance Climbs Again

BTC dominance surged past 57% in Jan '25 after bottoming at ~54% in Dec '24. This mirrors the 2020 cycle, where dominance rallied from ~60% to 69% before declining.

Historically, BTC dominance drops as price soars, signaling a shift to riskier assets.

[Kronos @CapitalKron]

"World Liberty" project, backed by Trump family, just made a big $ETH play.

ETH/BTC ratio bottomed at 0.03, a 4-year low

They deployed $15m to buy the dip

Looks like smart money's moving.

[Kronos @CapitalKron]

Since the U.S. elections, usdt is getting mad love. Net buying is through the roof, and its dominance among stablecoins jumped from 72% to 84% in December.

[Aylo @alpha_pls]

https://t.co/zLt9E1ESr3

[Kronos @CapitalKron]

Some experts believe that a massive "cup and handle" pattern is forming on $SOL chart, potentially leading to moonshot to $4000+

Hopium or analytics?

[Kronos @CapitalKron]

DWF Labs released a report on memecoin sector, asserting that memecoins have become a new asset class. In 2024, their market capitalization grew fivefold, reaching $120 billion.

[Kronos @CapitalKron]

North Korean hackers stole a record $1.34 billion from cryptocurrency platforms in 2024, accounting for 61% of all crypto thefts this year.

[Kronos @CapitalKron]

In 3 years of deep involvement in crypto, with billions poured into "tech" and "innovative projects," we seen only two “successful” cases of adoption:

- Stepn’s $9M raise leading to Ponzi-like loans and debts.
- Pumpfun’s $350K raise fueling gambling, casinos, and a TikTok takeover.

[Kronos @CapitalKron]

Saylor now holds more Bitcoin than China, the USA, and the UK combined.

[Kronos @CapitalKron]

2024 has been tough for Ethereum. Unlike BTC, which surged, Ethereum’s dominance dropped from 18% to 12%.

The decline became particularly noticeable after the Ethereum ETF listing, when its market share started decreasing almost linearly.

However, 2025 could be the turning point for ETH.

With growing interest from traditional financial institutions and increased inflow into Ethereum ETFs, ETH might receive a new growth boost.

While BTC leads the current market, ETH is ready to make a strong comeback.

[Kronos @CapitalKron]

FASB enhances corporate Bitcoin accounting rules.

Bitcoin to gain appeal as treasury reserve asset.

The FASB issued a new ASU 2023-08 standard to address certain crypto assets’ accounting and disclosure requirements.

The ASU amendments became effective for fiscal years beginning after December 15th 2024, including interim periods within those years.

[Kronos @CapitalKron]

https://t.co/2ujYqeJ4Qk

[Kronos @CapitalKron]

Bitcoin replacing Gold as SoV would be a nightmare for the average guy.

It is easy to hold small amounts of Gold self-custodial. Harder for the big guys.

But with 300k fees BTC is the opposite. It will be impossible to hold for average people but easy for the rich guys.

[Kronos @CapitalKron]

The cryptocurrency industry is entering a new phase, with global adoption, innovation, and integration into traditional finance.

Bitcoin (BTC) hits new highs, DeFi is booming, and stablecoins now account for up to 75% of on-chain transaction volume.

With the rise of tokenization and Bitcoin ETFs, crypto’s future is looking brighter than ever!

[Kronos @CapitalKron]

Trump names former PayPal COO David Sacks as White House AI and Crypto Czar

[Kronos @CapitalKron]

After almost 7 years, Tron's blockchain token $TRX has reached a new all-time high of $0.45, surpassing its previous ATH of $0.22.

One of the key drivers behind this surge is reported to be instability in South Korea, along with a broader trend of liquidity flowing into old-timers like $XRP, $XLM, and $VET, which are also experiencing significant gains.

Additionally, the overall positive sentiment in the altcoin market has contributed to this momentum.