bull_club

Listen everyone, this is what “treasury company volatility” looks like in real time.
Nasdaq-listed Hyperliquid Strategies (PURR) reported a $317.9 million net loss for the six months ended Dec. 31, 2025, and the headline driver was simple: HYPE price weakness hit the balance sheet hard. The company said $262.4 million of that loss came from unrealized losses on HYPE tokens, alongside a $35.6 million merger-related IPR&D write-off and a $17.8 million increase in deferred tax expense.
Even with that loss, the balance sheet isn’t “blown up.” Hyperliquid Strategies reported $616.7M in total assets and $589.8M in stockholders’ equity, and importantly, no debt.
At year-end, the company held about 12.86 million HYPE valued using a $25.48 price, plus a large cash position. Revenue was still small around $0.9M interest income and $0.5M staking revenue, mostly after the company’s transaction closed in early December.
Then came the real “strategy” part: as of Feb. 3, the firm said it deployed $129.5M to buy ~5M more HYPE, bringing holdings to ~17.6M HYPE (about 1.83% of supply), and also used $10.5M to repurchase ~3M shares. It still had ~$125M deployable capital and access to a $1B equity line.
HYPE itself has been volatile CoinGecko shows it around the high-$20s recently, and its all-time high is $59.30, so these mark-to-market swings can get brutal fast.
Bottom line: PURR is basically a levered bet on the Hyperliquid ecosystem. When HYPE drops, the income statement bleeds. When HYPE runs, the optics flip instantly.

$BTC
#USRetailSalesMissForecast #USTechFundFlows #WhaleDeRiskETH #USNFPBlowout

Listen everyone, that big Friday bounce is starting to look like a classic relief rally.
After Bitcoin bounced from around $60K to nearly $72K, the market couldn’t hold the follow-through. Now BTC is back below $66,000, and majors are sliding again with it.
What changed? The macro tape got tighter.
The U.S. just printed a stronger-than-expected January jobs report (130K) and unemployment dipped to 4.3%, which instantly cooled rate-cut hopes. When cuts get pushed out, liquidity expectations tighten and crypto usually feels that first.
The bigger signal is positioning: leverage is leaving the building.
CoinGlass data cited in market coverage shows BTC perp open interest is way down from its Oct 2025 peak, which basically means traders are de-risking and conviction is fading. That’s not bullish momentum that’s a market trying to survive.
Meanwhile, the attention is rotating elsewhere. Stocks are holding up better, metals are catching bids again, and crypto is struggling to stay “interesting” for allocators. That’s the real problem in bear phases not just price going down, but people walking away.
Even crypto-related stocks are getting hit as risk appetite drains, adding another layer of pressure across the whole sector.
Bottom line: Friday’s bounce didn’t flip the trend. Until BTC can reclaim key levels and hold them, this is still a market where rallies get sold and patience wins.
Not financial advice.
#USNFPBlowout #USRetailSalesMissForecast #USTechFundFlows #WhaleDeRiskETH #WhaleDeRiskETH

Listen everyone,
Bitcoin slipped below $67,000 again in early trading, and the selling pressure is picking up as markets price in a more hawkish U.S. macro outlook. The weakness wasn’t limited to BTC. Ethereum fell about 4.1% to around $1,965, while XRP dropped roughly 4.3% and BNB slid about 4.5%.
Analysts say the main driver behind this move is not a “crypto-only” problem it’s shifting expectations around U.S. monetary policy. Bitrue research head Andri Fauzan Adziima described it as a hawkish shift following the nomination of Kevin Warsh as Fed chairman, which reinforced the idea of tighter liquidity and fewer rate cuts ahead. In that environment, risk assets typically struggle, and crypto feels it fast.
The next big question is where buyers step in. Adziima said investors are watching the $60,000–$65,000 range as a key zone where support could form for a potential recovery. If BTC can stabilize there, the market may attempt a base. If not, volatility stays high.
Kronos Research CIO Vincent Liu added that derivatives data suggests a lot of excessive leverage has already been flushed. Funding rates show many leveraged positions have been closed, and institutional capital is now waiting for clearer catalysts like stronger ETF momentum or a new macro signal before stepping back in with size.
Interestingly, ETF flows are still coming in. Spot Bitcoin ETFs reportedly saw $166.56 million in net inflows on Tuesday, while spot Ethereum ETFs brought in a smaller $13.82 million. That tells you the market is split: macro pressure is pushing price down, but some long-term demand is still present through ETFs.
Outside crypto, the broader market picture is mixed. Asian stocks moved higher, while U.S. indexes like the S&P 500 and Nasdaq declined. Now traders are watching U.S. employment data due Thursday, which could shift rate expectations again and decide the next move for risk assets.
Not financial advice.

#USRetailSalesMissForecast #USTechFundFlows #WhaleDeRiskETH #GoldSilverRally #BinanceBitcoinSAFUFund

Listen everyone

Former Multicoin co-founder Kyle Samani just made a strong prediction: Solana’s market “microstructure” upgrades over the next 18 months could be the fastest and most meaningful advancement we’ve seen in crypto so far. Not in terms of hype but in terms of how on-chain markets actually function for serious financial apps.
His point is simple: the next wave isn’t about just being faster. It’s about building on-chain infrastructure that can handle real execution quality, real liquidity, and real market design.
Alpenglow: the consensus upgrade that targets ultra-low latency
Kyle highlighted Alpenglow as one of the biggest protocol-level changes on Solana’s roadmap. The goal is to drastically simplify consensus and cut block finalization from roughly 12 seconds to around 100–150 milliseconds. If Solana can consistently operate at that latency, it opens the door for high-frequency style financial apps that simply don’t work well on slower finality chains.
ACE: apps controlling execution is the real game-changer
One of the most important concepts he mentioned is ACE (Application Control of Execution). On most blockchains, block producers basically control ordering. ACE flips that idea by letting the application set how transactions should be ordered and settled. That means a DEX or perpetuals protocol could run its own rules for matching, priority, and anti-MEV behavior closer to a true trading engine, but on-chain.
If this works, it’s not just “DeFi.” It’s a step toward an internet-native capital market where each venue can design its own microstructure.
MCP: multiple leaders producing blocks at the same time
Kyle also pointed to MCP (Multiple Concurrent Block Production), a future upgrade that would allow multiple leaders to propose blocks simultaneously. The goal is higher throughput, faster inclusion, lower latency, and better censorship resistance. In plain terms: fewer bottlenecks, smoother execution under load.
PropAMMs: institutions already reshaping Solana DEX trading
He also called out PropAMMs (Proprietary AMMs) as a major shift already happening. Unlike public AMMs where anyone can deposit liquidity, PropAMMs are deployed by professional market makers and managed actively using real-time pricing inputs. Kyle says these PropAMMs now account for over 60% of Solana DEX volume, which is a big statement and it explains why execution on Solana has been getting closer to CEX-style pricing in certain conditions.
Aggregators: the real execution layer for users
With liquidity spread across many venues, aggregators like Jupiter and Dflow become critical. They route orders across AMMs, PropAMMs, and other liquidity sources to get the best price and lowest slippage. This is how on-chain trading starts to feel “clean” for the end user not by one pool being perfect, but by routing being intelligent.
Conditional liquidity: tighter spreads, less toxic flow
Kyle also mentioned conditional liquidity, where liquidity isn’t always available to everyone in every condition. It becomes accessible only when certain criteria are met (like non-toxic order flow). The idea is to protect liquidity providers from being farmed, which can allow tighter spreads and deeper liquidity without constant fear of adverse selection.
SVM and scheduler upgrades: making the engine more efficient
Under the hood, Solana’s SVM and scheduler improvements aim to boost compute efficiency, concurrency, and execution performance. This part isn’t flashy, but it’s foundational. If Solana wants sophisticated apps running at scale, the execution environment has to keep getting better.
Why this matters
Kyle’s message is that Solana is moving toward a world where on-chain markets don’t just exist they compete on execution quality. Faster finality, customizable ordering, professional liquidity, smarter routing, and less MEV damage are the ingredients required for serious financial infrastructure.
If these upgrades land as expected, Solana could become a primary on-chain base layer for high-performance DeFi and advanced financial applications.
Not financial advice.


#SOL #CryptoNews

Listen everyone,
The critical crypto meeting at the White House didn’t end the way Trump’s team likely wanted.
According to a report from Bitcoinsistemi, the stablecoin-focused meeting held late yesterday ended without a clear conclusion, after talks stalled over one major issue: stablecoin yield.
Representatives from major U.S. banks met with crypto industry figures to try to find common ground around the Senate’s market structure bill. But negotiations reportedly hit a wall when the banking sector refused to compromise on stablecoin interest payments and pushed for a complete ban on stablecoin yields.
A White House document reportedly suggests any exceptions should be “extremely limited” so the ban principle isn’t weakened. That stance is described as even stricter than the recent market structure bill language, which allowed yield in certain stablecoin activities.
This deadlock is now putting short-term momentum at risk for the Clarity Act, one of the biggest U.S. crypto reform efforts, and the market reacted fast. Bitcoin reportedly slipped to around $67,000 during morning hours.
Ripple’s CLO says talks were “productive”
Ripple’s Chief Legal Officer Stuart Alderoty, who attended the meeting, described the discussions as productive and said a consensus is forming, with bipartisan support for the broader market structure still intact. He also stressed the need to act while there’s an opportunity to deliver results for U.S. consumers.
Bottom line: the policy fight over stablecoin yields is turning into a real market catalyst. If lawmakers can’t agree, volatility stays high.
Not financial advice.

#USRetailSalesMissForecast #USTechFundFlows #WhaleDeRiskETH #GoldSilverRally $BTC

Goldman Sachs has renewed attention on XRP after disclosing a $153 million position in XRP ETFs, alongside major allocations tied to Bitcoin, Ethereum, and Solana. The disclosure, highlighted by journalist Eleanor Terrett, places XRP among a small group of digital assets held at scale by one of Wall Street’s biggest names.
The timing is also notable. Goldman has representation at a White House meeting focused on stablecoin yield policy, and CEO David Solomon is scheduled to speak at the World Liberty Financial forum next week. That signals growing public engagement from the firm as digital asset policy and market structure continue evolving.
ETF exposure does not automatically mean spot buying pressure, but it does strengthen XRP’s institutional narrative at a time when regulatory clarity remains one of the market’s biggest catalysts.
XRP Price Action: Still Range-Bound, Momentum Fragile
XRP is trading around $1.37, continuing to consolidate after a sharp sell-off earlier this month. Technically, momentum still looks cautious. Price remains capped below key short-term moving averages, and RSI is still below the neutral 50 level, which signals muted buying pressure.
The $1.30–$1.32 zone is acting as a key support area. If that level breaks, the next downside region traders will likely watch is near $1.20.
For a real shift back to bullish structure, XRP needs a sustained move above $1.45–$1.50. If that reclaim holds, it opens the door for a push toward $1.60–$1.65.

BTC Is Still the Main Driver
Bitcoin’s ongoing consolidation is also limiting upside across altcoins. Until BTC picks a clear direction, XRP is likely to stay stuck in a range with volatility driven by external catalysts.
Bottom Line
This Goldman disclosure brings institutional attention back to XRP, but price still needs confirmation. The levels are clear: $1.30–$1.32 support on the downside, and $1.45–$1.50 reclaim on the upside. Until one side breaks, expect range behavior.
Not financial advice.

#USRetailSalesMissForecast #USTechFundFlows #WhaleDeRiskETH #GoldSilverRally #xrp

Solana (SOL) is currently trading around the mid-$80s, following a steep decline from the $100+ area and a rebound off the high-$60s. On the 4-hour timeframe, the chart shows a market that has cooled down after the selloff and is now moving sideways a common “pause” zone where traders wait for the next directional move.
This kind of consolidation can break either way. The key is identifying the levels that matter, watching volume, and waiting for confirmation rather than guessing.

What the 4H Chart Is Showing

1) A strong downtrend, then stabilization
SOL dropped hard from roughly the $100–$106 region down to a local bottom near $67–$68. After that bounce, price climbed back toward the $80s but has struggled to regain strong upside momentum. Instead, candles have begun to compress a sign of uncertainty and balance between buyers and sellers.
2) Price stuck under short-term moving averages
On your chart, SOL is hovering under the faster moving averages (like MA7 and MA25). When price stays below these averages, it often signals that the short-term trend is still weak. A move above them and a successful retest would be the first sign of a trend shift.
Important Levels to Watch
Resistance zones (upside barriers)

$85.5–$86.5: A nearby ceiling aligned with short moving averages.
$88–$90: A stronger resistance band a breakout above here would signal improved momentum.$95–$100: If SOL reclaims $90 convincingly, these are realistic next targets based on prior structure and psychology.
Support zones (downside floors)

$83: First key support (recent low area).$80: Psychological level and likely buyer interest zone.$67–$68: Major swing low losing $80 with momentum increases the risk of drifting back toward this region.

Price Prediction: Three Scenarios
Scenario 1: Range continues (most likely short-term)
SOL remains boxed between $83 and $89, moving sideways until a catalyst triggers expansion. This is typical after a strong drop: volatility contracts, volume fades, and price “rests” before the next move.
What confirms this scenario: repeated rejections near $88–$89 and consistent bounces above $83.
Scenario 2: Bullish breakout
A bullish move becomes more likely if SOL can:
break above $86.5, thenclose and hold above $89–$90 on the 4H timeframe.

If that happens, SOL could attempt $94–$96, and potentially $100 if momentum remains strong.
What you want to see: higher volume on the breakout and clean retests (price holds the broken level as new support).
Scenario 3: Bearish continuation
If SOL falls below $83 and fails to reclaim it, the next likely stop is $80. A breakdown below $80 increases odds of seeing mid-to-high $70s, and in a more negative market environment, a deeper revisit toward $67–$68 becomes possible.
What confirms this scenario: strong red candles, rising volume on selloffs, and failed bounce attempts.
Key Takeaway
Right now, SOL is at a decision point not trending strongly, but building energy after a big move. The market is essentially saying: “Show me strength above $90, or risk weakening below $83.”
For traders, the smarter approach is usually:
wait for a breakout and retest, ortrade the range with strict risk control.
$SOL
#USTechFundFlows #WhaleDeRiskETH #GoldSilverRally #BinanceBitcoinSAFUFund #BTCMiningDifficultyDrop