Rolling Stonks

Sales Trader. On a trading journey. Personal views only.

[Hex Trust @Hex_Trust]

Welcome to this week's 📊 Market Pulse: Spot Beta Fractures, Institutional Rails Hold

📈 Read the Market Pulse online: https://t.co/DCt9mdoT1g

Here's what we're watching:

🔹 Large-cap ETF sponsorship deteriorated: BTC spot ETFs lost $1.416B (led by $1B IBIT redemptions), ETH lost $241.6M, extending persistent outflow sequences.
🔹 BTC failed technical repair: Rejected $79k–$80k band, rolled back to $73k–$74k, with BTC/ES falling to 9.7 confirming crypto-specific underperformance vs equities.
🔹 Institutional plumbing accelerated: Regulated U.S. perpetual futures approved, BNB launched first U.S. spot ETP, DTCC/Stellar tokenised securities go live 1H27, stablecoin rails expanded globally.
🔹 And more...

💡 Spot beta fractured and BTC lost its $79k–$80k anchor; but the institutional stack kept building regulated derivatives, tokenised settlement and payment infrastructure without missing a beat.

Follow HT Markets on Telegram: https://t.co/mlzTM7jVyg

#HexTrust #MarketPulse #DeFi #Web3 #MarketUpdate

With: @RohitNYHK and @rollingstonks

[Hex Trust @Hex_Trust]

Welcome to this week's 📊 Market Pulse: ETF Demand Breaks as Institutional Rails Keep Building

📈 Read the Market Pulse online: https://t.co/cWJrDylvZn

Here’s what we’re watching:

🔹 ETF Demand Reverses: BTC spot ETFs swung to -$995.5M (vs +$631.6M prior week), with IBIT -$317.1M, FBTC -$259.0M and ARKB -$324.2M all negative. ETH ETFs -$255.2M across five consecutive outflow days. SOL the sole bright spot at +$58.2M.
🔹 BTC Acceptance Fails: BTC lost the $79k–$80k hold and slipped to ~$78.4k, turning the prior breakout into an unresolved acceptance test. $85.4k–$87.8k AVWAP cluster remains out of reach until $79k–$80k is reclaimed. BTC.D holds above 60.5%, ETH/BTC weakens further to 0.0280.
🔹 Macro Turns Hostile: April CPI +3.8% YoY, PPI +6.0% YoY with gasoline up 15.6%. Dollar and yields rallied, pushing markets to price a future Fed hike rather than an easing pivot.
🔹 and more…

💡 ETF demand cracked and BTC lost the $79k–$80k trigger — but the institutional stack kept building without missing a beat.

Follow HT Markets on Telegram: https://t.co/mlzTM7jVyg

#HexTrust #MarketPulse #DeFi #Web3 #MarketUpdate

With @RohitNYHK and @rollingstonks

[Rolling Stonks @rollingstonks]

@acmilan @CorpayFX

[Rolling Stonks @rollingstonks]

@acmilan Furlani e scaroni fuori dai coglioni

[Rolling Stonks @rollingstonks]

@acmilan @Bitpanda_global Ma finitelaaaa

[Rolling Stonks @rollingstonks]

@acmilan @pumafootball Vergognatevi

[Rolling Stonks @rollingstonks]

@acmilan

[Rolling Stonks @rollingstonks]

@acmilan @pumafootball

[Rolling Stonks @rollingstonks]

@theMilanZone_ @NicoSchira SCARONI FUORI DAI COGLIONI

[Rolling Stonks @rollingstonks]

@acmilan

[Rolling Stonks @rollingstonks]

@JeremyTate41 @grok what’s the music track of this video?

[Hex Trust @Hex_Trust]

🧵Market Pulse: Crypto bounced higher in a week influenced by macro, political events. The S&P 500 made a new all-time weekly close. At Jackson Hole, Powell indicated the Fed has now pivoted to ease restrictive policy, with a focus on labour market conditions. NVDA earnings key risk for risk assets this week. Telegram CEO arrested in France over the weekend.

1/5

[Hex Trust @Hex_Trust]

🧵Market Pulse: Bitcoin 2024 overshadowed ETH’s spot ETF launch, as dip buyers helped BTC outperform ETH on major political headlines. HNT and JUP led the alts. Crypto outshined equities again amid another mixed week for stocks, as value beat growth. Fed presser coming up on Wednesday.

1/5

[Hex Trust @Hex_Trust]

🧵Market Pulse: Crypto outperformed equities, as BTC spot ETFs saw major inflows of over $1B throughout the week. SOL led major altcoins, with meme coins outperforming on improved liquidity, as the market prepares for Tuesday’s launch of ETH spot ETFs in the US. Joe Biden drops out of the Presidential race.

1/5

[Hex Trust @Hex_Trust]

🧵Market Pulse: Solid flows into BTC help absorb supply as Crypto rallies over the weekend. Expectations increase for ETH’s spot ETF approvals this week. Equities see impressive improvement in market breadth, with mid/small caps being major beneficiaries as the Mag 7 stall.

1/5

[Hex Trust @Hex_Trust]

🧵Market Pulse: Consistent supply pressures are affecting BTC and overall crypto sentiment, causing volatility to rise amid growing uncertainty. SOL has outperformed both ETH and BT). Anticipation is building for the approval of ETH spot ETF S-1 filings. Meanwhile, stock markets are reaching new highs despite weak breadth, and expectations for rate cuts in September 2024 are increasing due to a weakening economy data.

1/5

[Hex Trust @Hex_Trust]

🧵Market Pulse: Sentiment and headlines take a toll on BTC amid strong selling pressure, leading to a contained rise in volatility. ETH and large-cap altcoins saw stronger dip buying activity, outperforming BTC. Stocks flat on weak breadth as longer-term yields rise. ⤵️

1/5

[Hex Trust @Hex_Trust]

🧵Market Pulse: Crypto teeters around short-term support, as ETH shows relative strength despite its peek below 3400. TON outperforms. Megacap stocks drive market returns as breadth worsens. US 10y yields drop over 20bps following US CPI and the Fed. ⤵️

1/5

[Hex Trust @Hex_Trust]

🧵Market Pulse: BTC hit new all-time highs, surpassing $1B in daily flows, but fell ~0.8%% for the week. ETH underperformed after its #DencunUpgrade, while SOL surged ~40% with higher volume than ETH and its layer-2 solutions combined. Tokens like JUP, WIF, TON, and NEAR also gained. Equities struggled, S&P 500 down 0.37% and Nasdaq 100 down over 1%. US 10-year yields rose, crypto-equity correlation remained high, and the Fed meeting held uncertainty. DXY rose, but Gold retraced from ATH.⤵️

1/5

[Hex Trust @Hex_Trust]

🧵Market Pulse: BTC ended the week above its all-time monthly closing highs on halving anticipation. Bitcoin ETFs attracted $7.3B since Jan 11, $670M record inflow last Wed. BTC outperformed ETH. ETH traded near March 2022 highs. TOTAL3 index surged 17.27%. Meme coins soared. Crypto-S&P 500 correlation high. Equal-weighted S&P 500 $RSP made new weekly closing highs, AAPL/GOOGL declined. US 10-year rates fell, DXY flat. ⤵️

1/5