In this episode of the Fere AI Morning Alpha Show, we decode the Bitcoin ETF blowout, Coinbase’s triple power play, and Solana’s pump.fun narrative takeover.
Bitcoin hit a fresh ATH at $118K, then surged toward $120K as ETF inflows crossed $1.5B, marking the second-largest daily total ever. Ethereum reclaimed $3K, with a rare ETH > BTC futures flip and $300M inflows into BlackRock’s ETH ETF. Alt L1s — including BNB, Aptos, and SUI — followed suit with breakouts.
Coinbase went on offense — partnering with Perplexity AI to deliver real-time market data, acquiring Opyn’s leadership to build onchain options, and defying bearish analysts as COIN stock rallied. It's data, derivatives, and distribution — all at once.
On the memecoin front, PENGU surged 32% after the SEC acknowledged its ETF proposal, DOGE pumped 10%, SHIB logged 18% monthly gains, and whales rotated back into PEPE and BONK. The meme-to-mainstream narrative just hit TradFi.
Pump.fun made waves, acquiring Kolscan, a Solana-based trading intel tool. Traders front-ran the move, and now pump.fun is teasing a $1B token launch. Solana SZN is here — again.
Security-wise, GMX got exploited for $42M, but the hacker returned $40M — and the token bounced 14%. Ethereum core devs blocked a malicious pull request trying to sneak into the codebase. Guardrails matter.
Globally, real-world asset tokenization surged — with a $75M Tokyo real estate deal on Oasys, a €100M German state bond on Polygon, and Australia testing tokenized wholesale markets.
From AI-enhanced trading infrastructure to whales hunting narrative rotations, this was one of the loudest and most layered 24h windows of the cycle.