In this episode of the Fere AI Morning Alpha Show, we break down massive BTC buys, stablecoin regulation flashpoints, and TradFi x Crypto partnerships rewriting payment rails.

ProCap BTC, led by Anthony Pompliano, bought 4,932 BTC worth $514M, triggering a surge above $106K and liquidating shorts. One degen trader went 40x long with $103M after already eating a $6M loss. Meanwhile, BlackRock withdrew 11,185 ETH ($27M) from Coinbase Prime — whale accumulation is very real.

Bitcoin ETFs pulled in $1.37B, and ETH ETFs saw $141M in inflows, marking 10 straight weeks of ETF gains. No BTC outflow days since early June.

The BIS called stablecoins “unsound money”, while eyeing a tokenized future. The SEC met with the NYSE, EU lawmakers grilled MiCA loopholes, and South Korea banks are launching a Won stablecoin JV. Meanwhile, U.S. housing regulators are exploring crypto for mortgage qualification.

On the product side, Chainlink x Mastercard let 3B cardholders buy crypto — routed through Uniswap, XSwap, and handled by Shift4. Codex went live with native USDC and Dragonfly backing, and Gauntlet’s new USD Alpha vault debuted institutional stablecoin yield.

Drift Protocol now offers 101x BTC perps, BasedApp launched mobile DeFi + Visa cards, Ledger unveiled a Recovery Key card, and Covalent is building autonomous multi-agent DeFi workers.

Humanity Protocol ($H) listed everywhere — Binance Alpha, Bitget, KuCoin, Bybit. ZIGChain launched mainnet, AltLayer unlocked $6.9M, and Sahara AI goes live tomorrow. Plus: $REBO, $TECH, and $LIQD making degen rounds, and CBOE filed for a Canary Pengu ETF. Yes, Pudgy Penguins meets TradFi.

Narratives are colliding — ETFs, stablecoins, TradFi rails, AI, and even NFTs are blending into a new market structure. Stay sharp. Stay early. Fere AI keeps you there.