Diversitas

Crypto Market Pulse 👀

• Given the high demand, Microstrategy upsized their offering of 0% convertible bonds due 2029 from $1.75 billion to $2.6 billion🤑
• They are about to buy $2.6 billion worth of $BTC 💸
• Yesterday, $773 million flowed into $BTC ETFs👀
• Our altcoin holdings continue to impress with development, new highs are just a matter of time🔥
• Injective launched iAgent, a groundbreaking SDK that enables anyone to create their own on-chain AI agent🤖
• Soon they will launch a bridge between Solana and Injective👌

With companies like Injective and Almanack releasing AI agents, the DeFi space is poised for an exciting transformation in the coming months. On-chain activity is expected to surge, driving significant growth in the revenues of decentralized exchanges and AI platforms. The next phase of innovation is upon us, and things are about to heat up!😉

Crypto Market Pulse 👀

• Trump Said to Consider Crypto Lawyer Teresa Goody Guillén to Lead SEC🤯
• Michael Saylor to help Rumble CEO add $BTC to its balance sheet💪
• On the first day of trading, 82% of $BTC options were call options✅
• This week ETFs so far bought more than $1 billion worth of $BTC 🚀
• $RUNE successfully implemented a burning mechanism🔥
• $NEAR got a 30% allocation in Grayscale's AI Trust🤔

Things are playing out as expected. publicly listed companies continue to add $BTC to their balance sheet, countries are starting to discuss $BTC strategic reserves, ETFs continue to buy and altcoins are getting ready for the rally!

We are seeing early signs of an altseason as altcoin trading volume has surged past $300 billion for the first time since 2021👇

Crypto Market Pulse 👀

• MicroStrategy has acquired 51,780 $BTC for ~$4.6 billion 🚀
• MicroStrategy announces a $1.75 billion offer, with proceeds intended for even more $BTC purchases 🔥
• Japan's Metaplanet reveals an $11.3 million bond issuance to buy additional $BTC 🇯🇵
• MARA Holdings follows the MicroStrategy playbook, planning to raise $700 million through convertible notes for $BTC acquisitions 🤑
• Publicly traded AI firm Genius Group adopts Bitcoin as its treasury reserve asset, purchasing 110 $BTC for $10 million 💸
• Donald Trump to meet with Coinbase CEO Brian Armstrong 🤔
• IBIT Bitcoin options trading expected to begin today 👀

Do you see what's happening?

1. Market Overview

The bullish momentum is undeniable, as we now observe the most bullish configuration our indicators can produce:

• Green dots above the trackline🟢
• Green bars🟩
• Green arrow signaling continuation💹

While volatility may occur in both directions, this is not the time to adopt a bearish stance or speculate on downward moves. Dips are being bought fast, with supply leaving exchanges at an unprecedented pace👀

A similar bullish setup is also beginning to emerge on altcoin charts, signaling broader market strength💪

2. ETF Flows

Strong ETF inflows persist, with 13F filings revealing significant holdings by major financial institutions. This momentum is likely to accelerate as financial advisors and pension funds begin addressing their lack of meaningful crypto exposure🤔

Crypto is solidifying its status as a new asset class—one that’s becoming increasingly difficult to ignore. Soon, everyone may own some, whether they realize it or not😉

• $BTC ETFs Weekly Flow: +$1.8 billion
• $ETH ETFs Weekly Flow: +$534 million