Crypto Market Intel

Crypto markets, onchain flows, positioning & perp DEXs.

Finding the data and setups worth watching. NFA.

[Crypto Market Intel @CryptoMkIntel]

I track crypto markets so you don’t have to live on 12 dashboards.

BTC/ETH positioning. Whale flows. Funding & OI. Onchain anomalies. Perp DEXs.

No 100x calls. No paid signals. Just data and setups worth watching.

[Crypto Market Intel @CryptoMkIntel]

63% of C-corps created through Stripe Atlas in Q2 had one founder.

Now Stripe lets AI agents pay invoices, move money and convert currencies.

“One-person company” is getting weirdly literal.

[Crypto Market Intel @CryptoMkIntel]

Meta can spend $145B a year on AI and still scare investors by spending too much on AI.

We’ve reached the expensive part of the boom.

[Crypto Market Intel @CryptoMkIntel]

AI writes more code → humans need more ways to check it.

Blacksmith just hit a $1B valuation selling the second half of that sentence.

[Crypto Market Intel @CryptoMkIntel]

OpenAI built agents good enough to modify their own monitoring systems.

We spent years asking if AI could code.

Turns out “can it delete the alarm?” was also worth testing.

[Crypto Market Intel @CryptoMkIntel]

Crypto has a funny definition of “investing.”

For every $1 traded on spot, roughly $9.60 went through derivatives in Q1.

This market is mostly a giant leveraged opinion machine.

[Crypto Market Intel @CryptoMkIntel]

BTC bounced back above $82K.

The number I’m watching isn’t price: BTC dominance is still ~58.6%.

If that starts falling while BTC holds, alts finally get interesting.

[Crypto Market Intel @CryptoMkIntel]

@Cointelegraph Treating “I’ll sell when it goes higher” as an exit strategy.

[Crypto Market Intel @CryptoMkIntel]

@Cointelegraph 6M BTC becoming a migration problem before quantum computers become a Bitcoin problem would be very on-brand for crypto.

[Crypto Market Intel @CryptoMkIntel]

@CryptosR_Us The interesting trade isn’t “tokenization.” It’s figuring out which onchain rails capture the fees when $100T+ of assets starts moving.

[Crypto Market Intel @CryptoMkIntel]

I track crypto markets so you don’t have to live on 12 dashboards.

Here: BTC/ETH positioning, whale flows, funding/OI/liquidations, altcoin anomalies and perp DEX data.

No 100x calls. No paid signals. Just data, context and setups worth watching.

[Crypto Market Intel @CryptoMkIntel]

Anthropic has a BB+ junk credit rating and may issue up to $42B in convertible notes for chips.

AI labs are slowly becoming banks with chatbots.

[Crypto Market Intel @CryptoMkIntel]

Google launched Gemini 4 Argon at $2/$10 per million tokens.

Then the price doubles after Nov 30.

AI models have discovered launch pricing.

[Crypto Market Intel @CryptoMkIntel]

Google launched Gemini 4 Argon at $2/$10 per million tokens.

Then the price doubles after Nov 30.

AI models have discovered launch pricing.

[Crypto Market Intel @CryptoMkIntel]

Microsoft plans to deploy 1M+ of its own AI chips in 2027.

Nvidia’s best customers are slowly becoming Nvidia’s competitors.

[Crypto Market Intel @CryptoMkIntel]

FTX-era Bitcoin mines are being converted into AI data centers.

Same buildings. New bubble. Much bigger electricity bill.

[Crypto Market Intel @CryptoMkIntel]

AI companies raised ~$466B in debt this year.

In September, issuance collapsed to $23B.

Turns out even the AI boom eventually meets a credit limit.

[Crypto Market Intel @CryptoMkIntel]

OpenAI’s annualized revenue is reportedly ~$50B, not ~$70B.

Amazing how quickly a $20B rounding error can make Wall Street rediscover math.

[Crypto Market Intel @CryptoMkIntel]

Microsoft will give developers up to $1,000 to trade in a MacBook Pro for its new Nvidia-powered Surface.

Subtle.

[Crypto Market Intel @CryptoMkIntel]

HSBC may cut up to 70% of its UK financial advisers while pushing AI.

“AI will change jobs” just became a spreadsheet with names on it.