In this episode of the Fere AI Morning Alpha Show, we break down $388M in Bitcoin ETF inflows, rising RWA momentum, and the growing fusion of AI, DeFi, and geopolitics.

Institutional flows are surging — Bitcoin ETFs saw $388M in net inflows, while ETH added another $19M. BlackRock’s iShares ETF now holds 683,000 BTC worth $71B. Yet markets pulled back slightly, with total crypto cap dropping 2.18% to $3.38T. Fear & Greed settled at a still-positive 57.

Whales rotated hard: buying into FUN and RAY, selling ZRO, TWT, and DCR. RSI reads flagged ADA as oversold, while WBT and SUSDE appeared overbought — setup for rotation plays.

Macro pressures persist — the Fed held rates steady, calling policy “modestly restrictive.” Meanwhile, Trump slammed Powell and commented on escalating tensions between Iran and Israel. Polymarket odds priced an 80% chance of U.S. involvement, and ZachXBT flagged Tornado Cash activity tied to the $81M Nobitex hack.

Big industry shifts are underway: the Token Transparency Framework launched via Theia x Blockworks x Pantera, setting new standards for tokenholder rights. Meanwhile, Coinbase Payments now runs 24/7 USDC transfers, Mantle is building a crypto-first neobank, and Plume integrated M0 for stablecoin-backed RWAs.

RWA narrative is alive and scaling fast — from EstateX tokenizing real estate to DL News spotlighting uncollateralized lending 2.0 (Wildcat, 3Jane), DeFi TVL is reclaiming ATHs.

And AI? It’s everywhere. AgenFi, Maitrix, and Nura Labs lead product launches, Sahara AI is listing, and OpenAI just rolled out Record Mode for seamless meeting transcription.

With Binance launching “Meme Rush” and OKX listing Sahara AI, the altcoin casino is far from closed — just rebranded with AI and RWA narratives.