In this episode of the Fere AI Daily Crypto Market Report, Emilie and Erik track a tidal wave of ETH accumulation, institutional treasury moves, and a new era for stablecoins and on-chain infrastructure.

Ethereum steals the spotlight with a 30% weekly rally as ETH ETFs, whale wallets, and public companies accumulate billions. BlackRock’s ETHA fund scoops up over half a million ETH, while SharpLink and BitMine bulk up their staking positions. Even retail whales are back, withdrawing massive amounts from exchanges. BTC, meanwhile, sees 14 firms add over 8,500 coins — but a Bitcoin OG dumps 80,000 BTC to Galaxy, sparking liquidity debate. And in a surprise twist, Trump Media unveils a $2B BTC treasury.

Altcoins are surging in Ethereum’s wake. Solana overtakes BNB in market cap, and treasuries are stacking up with DeFi Dev Corp and Upexi making big moves. DEX activity explodes, sentiment holds at “Greed,” and the ETH-led rotation is undeniable.

On the regulatory front, Coinbase breaks new ground with U.S.-approved perpetuals, while Polymarket snaps up QCEX to re-enter the U.S. under CFTC oversight. The GENIUS Act gains traction, Fed Chair Powell faces DOJ heat, and stablecoins move closer to mainstream rails. Western Union, Amex, and JPMorgan are lining up to integrate crypto into finance — as Circle quietly reshapes treasury flows with its new Gateway.

Meanwhile, Solana’s meme wave isn’t done. Degen Twitter is alive with Elon-narratives and stealth coins, but beneath the surface, serious infra plays are gaining ground. Kaito, Ethena, Coinwatch, and Jito Labs are all pushing the edge of what comes next.

Beyond crypto, AI continues its sprint: Olympiad-winning models, trillion-param MoEs, and fully encrypted computation solutions signal a future where blockchain and AI grow inseparable.

ETH at $3,700. BTC at $118,000. Market cap approaching $4 trillion. The shift from maxis to multi-chain treasuries is real — and it's happening faster than anyone predicted.