Today’s Nuggets
BS BLS Payroll Revisions Continue in 2025
Bitcoin Network Activity Drops Sharply, Retail Investor Demand Dropped >5%
Fastest Ever ETF to $70 Billion, 5x Faster Than Gold
SOL ETF Incoming
The Wrapper Matters
Robotaxi Logos Running Around, Elon Beaming with Confidence
AI Revenue Rocketing
USA & China Talks Wrapped Up, More Work to Do
Happy Tuesday!
The markets are booming, and there is a lot to wrap our heads around. We will discuss all the aspects that matter for our future, so we can prepare for and thrive in it.
Unlocks - as usual - are quite crappy.
The Ethereum L2s continue to unlock: Arbitrum and Aptos have another 2%. SEI is unlocking 1.04%, which has been doing that a lot as well.
The BS BLS payroll revisions continue in 2025.
They never, ever, revise the payroll figures up, and this is ridiculous. I thought with the new administration, that would change, but I guess the BS from the BLS continues.
The Fear & Greed Index is back in the greedy zone as we were at 50 last week, and now we are back at 64.
Bitcoin is looking for a new all-time high soon, as we covered on DCA yesterday.
ETH had a bonkers week, up 6.75%. SOL is down 2% versus BTC, but Bitcoin has been on fire.
There is stuff bubbling up behind the scenes for Ethereum, which would be
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