In this episode of the Fere AI Morning Alpha Show, we decode massive BTC short liquidations, Texas’s first-in-the-nation Bitcoin reserve, and the institutional stampede into crypto’s AI and stablecoin frontiers.
Middle East tensions rattled markets, with BTC dipping below $100K and ETH under $2.2K — but a bounce crushed the bears. One short trader lost $111M on a $135M BTC position, while ETH, SOL, and meme coin shorts got liquidated across the board.
Institutions didn’t flinch. MicroStrategy added 245 BTC, Metaplanet bagged 1,111 BTC, and ETFs raked in over $450M in inflows — $350.6M for BTC, $100.7M for ETH. A whale tied to ConsenSys reportedly grabbed $8.9M in ETH OTC via Galaxy Digital.
Texas launched a $10M state-run Bitcoin reserve, making it the first U.S. state to do so. Coinbase secured its MiCA license via Luxembourg, unlocking EU-wide access. And China is warming to yuan stablecoins in Hong Kong, while Trump urges Congress to fast-track U.S. stablecoin legislation.
In the trenches, NEWT listed on Binance and Bybit, Codatta and Fusionist kicked off airdrop waves, and MetaWin, Ooga Booga, Toilet Dust, and Broak on Base lit up the meme economy.
On-chain signals show FUN, COW, SLF, and GNS moving fast. Traders are shifting from perps to options, Base L2 dominates with 67% fee share, and a bull flag breakout pattern in BTC could spell upside. Despite price action, fees are down 43%, pointing to cheaper blockspace.
Meanwhile, Web3 gaming’s reviving, with Maplestory Universe taking a shot, and a dev thread highlighted how hard it still is to get verified as a legit crypto org on Web2 rails.
From whale wallets to state treasuries, and meme listings to L2 data — crypto’s rewriting the playbook in real time.
