Chainlink is still seeing ETF inflows, while the spot market has also recorded inflows over the past few days
After the initial move, some rotate into other alts. Weak hands get scared, but miss the bigger picture: long-term holders and whales are increasing their LINK positions
🚨 STOCKS, BITCOIN, AND GOLD ARE ALL RALLYING ON THE SAME DATA THAT JUST PUSHED FED RATE HIKE ODDS TO 85%.
Core CPI at 2.4% is the lowest in over 5 years.
This is the number that strips out food and energy, so it reflects the sticky, underlying part of inflation, things like shelter, services, and everyday goods, and it's been falling steadily for years.
Headline CPI stayed at 3.4%, but that's held up almost entirely by oil, which has spiked due to the Iran war.
That's a supply shock tied to a specific geopolitical event, not evidence that broad demand driven inflation is coming back.
Risk assets rallied across the board on this data, stocks, Bitcoin, gold, and silver all moved higher at once.
That's the market betting that cooling core inflation gives the Fed room to hold rates steady or even cut later this year.
But Fed rate hike odds jumped to 85% after this same data. Rate markets are betting on the opposite outcome, that the Fed hikes anyway at its next meeting.
Here's why these two markets disagree.
The monthly core number came in hot, up 0.3% versus 0.2% expected, driven by "supercore" services, a measure that strips out both energy and shelter.
Since supercore has nothing to do with oil, that heat looks like real demand, not just the war. Rate markets are reacting to that one hot monthly number.
Risk assets are reacting to the 5-year trend in the yearly number.
Both can't be right for long.
If oil pressure eases and supercore cools next month, risk assets win this bet.
If supercore keeps running hot, the Fed has cover to hike on September 17 regardless of the yearly trend, and today's rally in stocks and crypto would look premature.
Altcoin Open Interest is now higher than Bitcoin Open Interest for the first time since December 2024.
Do you guys remember what happened to alts after December 2024?
Bitcoin just had its BEST August since 2017.
August 2026: +24.95%
August 2017: +65.32%
What happened after August 2017?
October: +47.81%
November: +53.48%
December: +38.89%
History doesn't have to repeat...
But this is hard to ignore.
BREAKING: US M2 money supply surged +$102.8 billion in July, to a record $23.22 trillion.
This marks the 27th consecutive monthly increase.
Since the start of 2026, M2 has now risen +$862.7 billion.
Furthermore, money supply now stands $1.43 trillion above the March 2022 peak.
Since 2000, money in circulation has grown at an average annual rate of +6.3%, or ~$700 billion a year.
US money creation is expanding at a rapid pace.
Don’t blame the crypto market for not moving higher.
The real issue is positioning. Traders are becoming increasingly speculative and building heavier Long exposure.
$57,000 is a key region to watch. If Bitcoin trades down into that area, we could see a massive wave of Long liquidations.
And this is exactly why I don’t need News A or News B to estimate what could happen next.
The data is already telling the story.
It reflects positioning, leverage, and ultimately human behavior. And historically, human behavior tends to repeat the same mistakes over and over again in trading.
🚨 INSIGHT: @PeterLBrandt tells @itsciaranlyons the real Bitcoin bottom won't happen until "the hardcore bulls finally give up."
His view: when Bitcoin finally bottoms, the narrative won't be "buy the dip." It'll be, "Bitcoin's time has come and gone."
#TRADESECRETS
My new Bitcoin Cycle Memo is live for July 2026
Bitcoin topped in October on apathy, not euphoria. Nine months later the 2019 analog just passed its timing window without the event that ended it.
So what actually ends this one, and when?
20 charts, full framework:
https://t.co/74N5cB1zFL
𝗧𝗵𝗲 𝗺𝗼𝘀𝘁 𝘀𝗵𝗼𝗰𝗸𝗶𝗻𝗴𝗹𝘆 𝗼𝘃𝗲𝗿 𝘃𝗮𝗹𝘂𝗲𝗱 𝗰𝗿𝘆𝗽𝘁𝗼 𝗰𝗼𝗶𝗻𝘀 𝗶𝗻 𝘁𝗵𝗲 𝘁𝗼𝗽 𝟭𝟬𝟬
1️⃣Cardano 30,000 transactions per day, 13,000 daily active addresses, $2,000 in 24-hour app revenue, and yet somehow the market cap is 6 billion? Almost a decade of building "the best tech in crypto"... but if it is SO good then why the fuck isn't anyone using it?
2️⃣Polkadot Slowly dying chain. Solana does more transactions in 15 minutes than every parachain combined does in a day. Token is basically useless. Governance, staking for a coin no one wants or needs, and coretime sales are laughably low and drive no real demand for the token. The tech is "good", the token model is uninvestable.
3️⃣Ethereum Classic $72,00 in stablecoins on chain, 1,300 daily active addresses, literal ghost town with no one using the chain and market cap is a billion dollars. It deserves zero. This is 100% the most useless pile of crap in the top 100.
4️⃣Arbitrum - Straight governance token. There is zero reason to buy this. None of the revenue made by Offchain Labs flows to the token. There is zero use case for it on-chain. The right price is zero. Good chain, good tech, dogshit token
#BTC
Bitcoin is showing initial signs of rejection from the 50-Month EMA (purple), closely mimicking 2022 historical price tendencies at this very moment in the cycle
$BTC #Crypto#Bitcoin
@ChannelHitch@okexir بهترین صرافی ها تو ایران ابان تتر با بیت ۲۴ توی دوران قطعی اینترنت جفتشون کار میکردن کمترین کارمزد برداشت دارن تتر برداشت میکنی ۲ تا ۳ سنت هزینه برداشت میشه هرچقدر میخوای برداشت بزن سریع انجام میده برداشت تومان من تا ۸ میلیارد تومن برداشت زدم توی ده دقیقه حساب به حساب کردن
@FTN_Ta@ChannelHitch@okexir ابان تتر ۸ میلیارد پول توی ده دقیقه نقد کرد زد به حساب بانکم برداشت مستقیم بعد اون صرافی بیت ۲۴ اونم مثل ابان تتر سریع میزنه به کارتت