Solana News

Congressman Sherman claims TikTok secretly bought $300M of TRUMP meme coins, but on-chain sleuthing shows zilch. I’m skeptical of both the allegation and the market’s knee-jerk pump. The bigger risk is how fast political rumor-mongering can whipsaw crypto prices. Manage your exposure and ignore the noise until someone drops actual wallet addresses.

Arizona reviving HB2324 means the state literally wants a Bitcoin rainy-day fund, and that’s a sneaky bullish backdrop for new projects orbiting BTC’s gravity. I dig into how Best Wallet, BTC Bull, and Bitcoin Pepe each capitalize on custody, bull-run hype, and meme tech. State treasuries might become the next big whales—just remember presales can bite back.

Thailand’s SEC just floated rules that could let every licensed Thai crypto exchange mint its own utility token. Caps, lock-ups, and transparency rules aim to curb FTX-style blow-ups, but traders are already speculating on airdrops and arbitrage. Optimists call it a sandbox; skeptics see a rerun of 2017 ICO chaos. Either way, APAC’s regulatory chess match just got spicier.

Aave shocked sleepy traders with a 3.5% pop, dragging the broader CoinDesk 20 index nearly 1% higher. Hedera’s HBAR followed with a quieter 2.4% move, hinting at rumored enterprise deals. While leverage piled in late, on-chain metrics suggest whales led the charge. Eyes now turn to macro data and Aave’s promised GHO upgrades to see if tonight’s jolt sticks or fizzles.

CryptoQuant says Bitcoin’s apparent demand just got chopped in half, and analyst Julio Moreno warns a slide to $92K is on the table. Stablecoin inflows are drying up, Coinbase whales have gone quiet, and funding rates are collapsing—classic cocktail for a sharp pullback. I’m preparing bids below six figures but staying flexible; bull runs don’t die easily, yet soft patches can bruise fast.

Most traders have written XRP off as perpetual dead weight, but Egrag Crypto’s 2017 fractal argues otherwise. After cross-checking market-cap math, liquidity expansion, and Ripple’s real-world settlement data, I think the first stop at $4-$5 is plausible, with a less crazy—though still lofty—shot at $22-$27 by 2026. I’m cautiously long, laddering exits near prior ATH and letting a moon-bag ride. The pattern is compelling; the risks are real.

Everybody’s cheering the Fed pause as a green light for Bitcoin, but I’m unconvinced. On-chain ‘bullish’ data ignores limp volume, stubborn dollar strength, and looming Mt.Gox supply. Until BTC prints a high-volume breakout above $73,750 or ETF inflows surge, this smells like a range-bound trap. Stay nimble and don’t drink the hopium neat.

OKX just plugged its 500-DEX aggregator into MetaMask via Consensys’ new Snaps framework, promising better prices and MEV protection. It could slash slippage, but fees and data-sharing questions linger. I’m intrigued, if cautiously. Let’s see how the fox handles its new turbo engine.

Wall-street veteran Jordi Visser thinks Bitcoin is the ultimate way to play the AI boom, arguing that algorithmic scarcity will shine as AI makes everything else abundant and deflationary. I walk you through his four-force framework, the eyebrow-raising data correlations, and the parts that still make me uneasy. Bottom line: it’s a thought-provoking lens for long-term allocation, but don’t toss risk management out the window just yet.

SHIB is clinging to the $0.000011 support—lose it and we dive to the high-nines, hold it and a relief rally toward $0.000014 is plausible. Whale accumulation and a bruised RSI hint at a short-term bounce, but geopolitical jitters keep risk high. I’m tip-toeing in with staggered buys and tight stops, respecting both meme magic and harsh reality. Your move, SHIB Army.

Whales and institutions now hold almost 1% of ETH in so-called strategic reserves, echoing the stealth accumulation phase we saw before past rallies. I break down who’s buying, why they’re leaving the coins unstaked, and what it could mean for supply-demand dynamics ahead of a possible spot ETF approval. The takeaway: supply is tightening, but community optics and macro wildcards still matter.

Half-a-trillion in monthly DEX volume sounds heroic, but my on-chain sleuthing shows a cocktail of incentives, whale churn, and possible wash-trading pumping PancakeSwap’s stats. If CAKE rewards dry up or regulators pounce, that $6 trillion annualized dream fades fast. Keep one eye on BNB gas fees and another on Uniswap’s v4 rollout—those will decide whether the kitchen stays hot.

Lion Group stunned the street by pledging a $600 million treasury allocation to Hyperliquid—over ten times its own market cap. The same day, Eyenovia teased a similar move, hinting at a new micro-cap treasury playbook. We’re cautiously long HL points and cheap LGHL calls but still haunted by Terra-era memories. If this works, it rewrites corporate cash management; if it blows, auditors will have a field day.

XRP is clinging to $2.16 but can’t seem to breathe without Bitcoin’s oxygen. On-chain data, market-maker chatter, and looming SEC fines all point to a fragile setup. If BTC clears $110k, sure, XRP could rip—but that’s a double bet on macro hope and community governance lining up at the same time. For now, I’m watching, not buying.

No one on our desk gasped when Nobitex lost nearly $100 million—it was telegraphed weeks earlier by weird dust probes. The real story isn’t just the money; it’s Iran’s swift trading curfew, the regional liquidity crunch, and the hush-hush political angle behind Gonjeshke’s attack. I’m hedging security-themed tokens and watching those inflated Iranian AMM yields, but honestly, the playbook’s still writing itself in real time.

Everyone’s hyped about $6.5 million in ETH flooding Avalanche, but the chain’s DeFi volume tells a harsher story—double-digit TVL decline and shrinking DEX activity. The inflow looks more like treasury parking and launch-pad logistics than a genuine vote of confidence. Until subnets get cheaper and yields climb, I’m skeptical AVAX can keep up its price run. Could be a value play, could be a trap—I’m leaning trap.

Tel Aviv stocks ripped nearly 4% on a surprise liquidity drip, while Bitcoin chilled above $100k with record-low volatility. Exchange outflows, ETF whispers, and dormant coins stirring hint that this calm may not last. Old-school risk models look broken; the data suggests rotation, not capitulation.

Anthony Scaramucci just lobbed a grenade into crypto markets, saying Solana will overtake Ethereum. Trading desks immediately saw a spike in SOL volumes, while ETH barely budged. The claim clashes head-on with Standard Chartered’s bullish ETH forecast and reignites the ‘ETH-killer’ debate. Keep eyes on Solana’s on-chain data; the next leg up could trigger a big-cap rotation.

Nearly 3,000 listeners tuned into ICP Hub’s AI Lounge to separate real AI-on-chain progress from hype. Messari data shows volumes falling while working products remain scarce, yet projects like ICP’s Bitbot and SingularityNET’s Rejuve offer glimmers of traction. Costs, latency, and UX still make on-chain inference an uphill fight, but if blockchains snag even a sliver of the $407 billion AI market, today’s valuations look tiny. I’m cautiously optimistic—and equally confused.