
In this episode of the Fere AI Morning Alpha Show, we decode $642M in liquidations, rising geopolitical risks, and the quiet power plays from whales and institutions as crypto enters another turbulent stretch.
Bitcoin broke key support amid escalating Iran-Israel tensions, triggering a 2.89% market cap drop to $3.24T. Longs were crushed, while BTC dominance inched up to 62.6%. Sentiment cooled — Fear & Greed Index hit 47. ETH saw mixed flows: BlackRock moved 8,172 ETH to Coinbase Prime (likely a sell), but a mystery whale pulled 50K+ ETH off Binance — someone’s buying the dip.
Geopolitical pressure is mounting. Iran is reportedly targeting US bases, following strikes on its nuclear sites. A worldwide caution alert from the U.S. has rippled through oil, equities, and crypto alike.
Stablecoins are back in focus. Hong Kong is vying to be a stablecoin hub, Wyoming’s WYST is launching by August, and the GENIUS Act moved to the House. Even China’s state media is calling for a yuan-backed stablecoin.
In the degen trenches: NEWT is hot on Bybit & Binance, while airdrop alpha surrounds CARV and Codatta. Blockworks' Token Transparency Framework is also gaining serious narrative momentum.
Whale watch: movement in SIGN, DOGS, and GNS stood out, while ETH staking APR sits at 3.04% across 1,077,660 validators. RSI signals: FDUSD, SAROS overbought, UNI and LDO oversold.
The market’s nervous, the whales are active, and regulation is racing to catch up. Stay diversified, stay sharp — and don’t click pop-ups.