Trump-linked World Liberty Financial buys over 3,400 ETH for $13 million, onchain data shows https://t.co/AFgs7IFTOS ...

RT Token Terminal 📊 (@tokenterminal)Decoding @Uniswap V4’s bit-packed swap data at scale▪️ Earlier this year, Uniswap V4 introduced one of its most powerful features yet: hooks.▪️ Hooks unlock new flexibility for developers, but introduce new complexity for those working w/ the raw onchain data.Learn more 🧵 https://t.co/qKg2tDNKcs ...

We're building a full-stack onchain data platform at Token Terminal.We currently index ~100 chains, and manage over 1 PB of onchain data in our in-house data warehouse.We'll be sharing more about our data-related work over the coming weeks, stay tuned! 🧮📊 ...

LIVE NOW -- What the Onchain Data Says About Crypto's Next Move@JustDeauIt of the DeFi Report returns to unpack what onchain data says about Bitcoin, ETH, and altcoins. We dive into why the market may be coiling beneath the surface, whether altcoins are due for a “hate rally,” and how valuation metrics reveal surprising accumulation trends. Michael also shares his current portfolio moves, including high-beta bets like Pepe and ENA, and lays out the macro triggers that could spark the next leg up.[TIMESTAMPS ...

Market Analysis & Investment Thesis - The market sentiment suggests altcoins are currently undervalued and potentially poised for a rally, despite prevailing skepticism [46][49] - Bitcoin's price is range-bound due to existing holders selling, necessitating new money inflow for a breakout [22][23] - Long-term Bitcoin holder supply is at all-time highs, indicating a strong base for potential future price appreciation [34][36] - Illiquid Bitcoin supply is also at an all-time high, suggesting strong holder conviction and a solid foundation [37][38] On-Chain Metrics & Valuation - ETH and Solana are trading near their cost basis, suggesting fair value and potential buying opportunities [64][66] - ETH's market cap has historically bottomed when touching the ecosystem's Total Value Locked (TVL), indicating a potential floor [74][75] - ETH is currently trading just below its 4-year moving average, historically a good buying zone [80][81] - Pepe, as a high-beta asset, may outperform ETH, with its Market Value to Realized Value (MVRV) ratio indicating a potential buying opportunity [88][90] Altcoin & DeFi Projects - Athena (ENA) is a yield-bearing stablecoin with a reflexive mechanism tied to ETH's funding rates, presenting a bull market play [104][105] - Athena's stablecoin supply could potentially reach $20 billion, contingent on open interest in Ethereum, which may drive token rally [120] Macroeconomic Factors & Liquidity - Global liquidity is a key driver for crypto markets, with potential rate cuts from the Federal Reserve and fiscal spending being key factors to watch [139][150] - Historical data shows an inverse correlation between the Fed funds rate and ETH price, suggesting potential upside for ETH when rates decrease [153][154]