Ecosystem Expansion - Robinhood listing $SEI provides millions of users with direct access [1] - Binance's validator role demonstrates confidence in Sei's infrastructure [1] - Tokenized funds from BlackRock, Brevan Howard, Hamilton Lane, and Apollo are now live within the Sei ecosystem [1] Partnerships & Backing - Sei ecosystem is supported by partners like Circle, MetaMask, Securitize, KAIO, Etherscan, and Ondo [1] Infrastructure & Technology - Sei's infrastructure is built for speed, reliability, and global scale [1]

Market Sentiment & Cycle Analysis - The analysis suggests the Bitcoin top is not yet in, contrasting with perceptions of a 4-year cycle due to the absence of euphoria comparable to December 2024 [1] - The report indicates that current Bitcoin setup is more similar to 2019, influenced by factors like rate cuts and the end of Quantitative Tightening (QT), rather than mirroring the conditions of 2021 [2] - The analysis emphasizes the importance of business cycles over fixed 4-year cycles in understanding market dynamics [2] Technical Indicators & Correlation - The analysis points out a historical correlation where Bitcoin tends to follow Gold's price movements with an approximate 3-month lag, suggesting a potential rally this month [1] - The analysis is closely monitoring the weekly EMA-50 level, currently at $103 thousand, as a critical bull/bear demarcation line since Q1 2023 [3] Altcoin Season Assessment - The report argues that the absence of a widespread AltSeason, characterized by broad-based altcoin pumps, further supports the idea that Bitcoin has not reached its peak [2]

BREAKING: 🇺🇸 Fed's Miran has said that he expects another rate cut in December. https://t.co/2GzKsSFO36 ...

Investor Sentiment - The investor indicates a strong reluctance to sell, despite a significant loss of 90% [1] Potential Risk - The portfolio has already experienced a substantial decline of 90% [1]

BREAKING: 🇺🇸 Google has partnered with polymarket to integrate odds into google. https://t.co/XpzKUZBXi3 ...

Bro we had like 100+ shakeouts in 2025 alone, and they are still not stopping. ...

BREAKING: 🇺🇸 $4.6 trillion JPMorgan predicts Bitcoin could reach $170,000 within the next 6 to 12 months. https://t.co/1Lmne7K9Qt ...

BREAKING: 🇺🇸 Robinhood is planning to buy Bitcoin for its balance sheet. https://t.co/An9IwAz9ZT ...

Trade Relations - U_S announced changes in reciprocal tariffs with China after agreement [1] - Markets are bullish following the announcement [2]

BREAKING: 🇺🇲 BlackRock has just moved 4,562 $BTC worth $480 million to Coinbase. https://t.co/IMc6kMGgAp ...