Scandal-Fueled Rebound Holds: The KelpDAO exploit wiped out hundreds of millions and shook confidence in staked assets, yet Bitcoin finished the week near $78K, with Monero and Memecore outperforming the broader market. This week demonstrates markets moving opposite to crowd expectations.
Whales Are Quietly Accumulating: Holders in the 10 to 10K BTC wallet tier added roughly 95,000 BTC over two months, exchange-held supply has fallen by over 100,000 BTC, and funding rates remain net-short.
Sentiment Flipped Hot: Bitcoin’s positive-to-negative comment ratio has climbed to 1.37:1, the third-highest in three months, while ETF inflows hit $324M and $214M on consecutive days. Optimism that $80K is inevitable is itself a…
