@tylerfoust.eth

Morning /sense's 👋 • Michael Saylor has published an updated Saylor Bitcoin Tracker - the market traditionally perceives such signals as a hint of another $BTC purchase by MicroStrategy. • The US is preparing a rule whereby small payments in stablecoins up to $200 will not be taxed. If the initiative is adopted, it will greatly simplify the everyday use of crypto. • The US Federal Reserve plans to inject about $7 billion in liquidity. This is a small amount for the stock market, but for crypto, such injections often serve as a short-term catalyst. • Most of the 2025 TGEs turned out to be failures: 100 out of 118 tokens (84.7%) are trading below their initial levels. The market is increasingly punishing weak tokenomics. • Vitalik Buterin said that prediction markets could eventually be more useful than social networks and even the stock market as a tool for collective analysis of reality. • Ethereum is ahead of Bitcoin in terms of network activity, despite its price being below $3,000. This indicates continued fundamental demand for the network. • Capital outflows from Ethereum ETFs are putting pressure on the price - institutions are reducing their positions, which is holding back growth. • Analysts note the formation of a “triple bottom” for $ETH - a technical pattern that is often followed by a sharp market recovery. • The growth of $XRP's capitalization could challenge Ethereum's status as the leading altcoin in 2026 - at least in terms of market narrative. • The head of the Cleveland Fed advocates pausing rate cuts due to disagreements within the Fed committee, adding uncertainty to the markets. • Maple Finance CEO believes that DeFi will eventually cease to exist as a separate category and become part of the overall financial infrastructure. • TON leads in stablecoin inflows over the past 24 hours - +$500.6 million according to Artemis. This i s one of the strongest signals of short-term on-chain activity.

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