In today’s episode of the Fere AI Morning Alpha Show, Emilie and Erik break down a market that’s gone full beast mode — with XRP soaring, Ethereum roaring, and U.S. lawmakers finally pulling the crypto trigger.
XRP explodes past $3.50, printing a fresh all-time high just as the U.S. House passes the GENIUS Act, the Clarity Bill, and the Anti-CBDC Act. With those bills now on the way to the Senate — and Trump expected to sign — social feeds lit up with $10 XRP targets, while Dave Portnoy admitted he fumbled a million-dollar bag. Retail FOMO is heating up fast.
Ethereum, meanwhile, is staging a full-blown institutional takeover. Bit Digital added 20,000 ETH to its stack, pushing its holdings past $430 million. ETH ETFs saw $726 million in daily inflows — the highest ever — and BlackRock just filed to add staking to its Ethereum ETF. SharpLink and BitMine are building ETH treasuries of their own, and 29.6% of ETH is now staked as exchange reserves hit all-time lows. ETH is not just back — it’s leading.
The market cap blasted through $4 trillion. Bitcoin held above $120K, Ethereum pushed toward $4K, and even memecoins caught the wave — with DOGE jumping 14% and SHIB pushing massive volume. Altcoin energy is rising, but market sentiment remains suspiciously calm — a setup that often precedes explosive moves.
In broader headlines, Michael Saylor wants to raise $42 billion for more Bitcoin. Bit Digital dumped BTC for ETH. BBVA launched BTC and ETH trading for retail customers in Spain. A solo miner scored a historic 3,173 BTC block. And Coinbase stock hit an all-time high after its Base App rebrand.
With institutional capital flooding in, regulation turning bullish, and ETH flipping the narrative, this isn’t just another rally. It’s a moment of market realignment — and the infrastructure is locking into place.