In this episode of the Fere AI Morning Alpha Show, we break down Bitcoin’s bounce, MicroStrategy’s megabuy, and a potential Robinhood x Arbitrum power move that could reshape on-chain equities.
BTC held above $108K after liquidating over $26M in short positions, with traders now eyeing the $115K breakout zone. Meanwhile, MicroStrategy bought 4,980 BTC for $531.9M, and Metaplanet added 1,005 BTC, pushing institutional BTC exposure to new highs. ETFs? Still pumping — over 4,400 BTC and 19,974 ETH in net inflows.
Regulation went global: The U.S. Supreme Court sided with the IRS over Coinbase user data, Kazakhstan’s building a national crypto reserve, and Singapore’s cracking down on offshore exchanges. Texas just made gold and silver legal tender, and the Fed week ahead is stacked — with Powell, jobs data, and PMI prints on deck.
The big buzz? Robinhood may partner with Arbitrum to launch a tokenized stock platform in Europe, just as Backed Finance’s xStocks roll out across Solana, Bybit, and Kraken. Tokenized RWAs are going vertical. Add in whispers of $OPAI as a private equity token, and you’ve got the makings of a new meta.
On the stablecoin front — it’s a breakout. VC flows into stablecoin infra are at all-time highs, Korea just proposed a new bill, and R2’s yield-bearing testnet stablecoin is heating up. But controversy brews — Anchorage dropped USDC citing risk, and Agora USD followed suit.
Meanwhile, EstateX ($ESX) pumped 3x, Byreal’s Reset Launch sold out in minutes, and tokens like $NURA, $FRAG, $KYO, and $USELESS are trending across CT. Even Bitget listed $CROSS, and MONKEPHONE's angling for another run.
Markets are consolidating — but momentum, narratives, and alpha? They’re just getting started.