Diversitas

Crypto Market Pulse👀

• Bitcoin reached a new all-time high and officially entered price discovery mode🚀

• $BTC Dominance is now testing our trackline — the perfect setup for altcoins to finally bounce 🧭

• Another day of positive ETF inflows, accompanied by a consistently high Coinbase Premium ✅

• Despite ATHs, Google search interest for Bitcoin remains at record lows. Retail hasn't arrived yet 😴

• Senator Cynthia Lummis says Americans are ready to update U.S. gold reserves with Bitcoin. The political narrative is catching up 🏛️

• Stablecoin minting continues to accelerate, and flows into exchange wallets💸

• The U.S. just experienced a disastrous 20-year bond auction, with yields spiking to 5.1% amid weak demand. Credit markets are flashing warning signs 🧨

Crypto Market Pulse👀

Another day, another milestone — momentum remains firmly on our side. Here's your daily market breakdown:

• Bitcoin just recorded the highest daily close in its history, pushing confidently into uncharted territory — price discovery is next 🚀

• Bitcoin dominance saw a strong push, but is now starting to cool off as altcoins started to follow 👌

• After a successful retest, all our holdings are trading nicely above the trackline 📈

• Coinbase Premium remains positive✅

• Another day of positive $BTC and $ETH ETF flows🤑

• KULR continues its $BTC accumulation as part of their treasury. They bought 83.3 $BTC for ~$9 million 💰

• French company The Blockchain Group raised €8.6 million to buy more $BTC 👀

• Abraxas Capital keeps accumulating Ethereum, now holding a position worth $837 million 🔥

• Texas passed the Strategic Bitcoin Reserve Bill, officially allowing the state to begin investing in Bitcoin — another huge step in sovereign adoption 🇺🇸

• For the second day in a row, Japan's bond market has gone bidless, with 30Y and 40Y JGB yields hitting all-time highs. And yet — as the world’s second-largest bond market teeters, the Bank of Japan acts like nothing's wrong. Time for plan B😉

Crypto Market Pulse👀

The new week kicks off with strong momentum across the board🔥

• Coinbase premium remains positive, signaling continued institutional demand flowing in through U.S. markets 💼

• Another day of positive ETF flows for both Bitcoin and Ethereum💰

• Bitcoin printed a powerful reversal, nicely holding above our key trackline 📈

• Ethereum and most of our altcoins bounced right off their tracklines, confirming the recent dip as a successful retest 💥

• Metaplanet acquired 1,004 BTC for ~$104.3 million 🇯🇵

• Strategy, acquired 7,390 BTC for ~$764.9 million ⚡

• The U.S. Senate voted to move forward with the landmark GENIUS Act, which would bring regulatory clarity to stablecoins. This could open the door for fiat-backed stablecoins to scale globally — a crucial step in bringing traditional finance on-chain 🌐

• JPMorgan CEO Jamie Dimon told investors they will now allow clients to buy Bitcoin — another Wall Street giant bends the knee to crypto 🏦

Weekly update👀

1. Market Overview

This past week made one thing crystal clear: adoption isn’t just happening — it’s accelerating on all fronts, simultaneously 🔥

In the traditional financial world, Galaxy Digital got listed on Nasdaq, a major milestone in bridging crypto and Wall Street. Even more striking? They’re now reportedly in talks with the SEC to tokenize their own stock and other equities — a glimpse into the future of financial markets.

Not to be outdone, Coinbase officially joined the S&P 500, becoming the first crypto-native company ever included — a historic moment that solidifies crypto’s role in the global financial system👀

ETF flows continued to tell a powerful story — BlackRock’s Bitcoin ETF has now seen inflows in 22 of the past 23 trading days, with over $6 billion in new capital pouring in. Just this month alone, spot Bitcoin ETFs have bought 26,700 BTC, while miners have only produced 7,200. The supply squeeze is real — and intensifying💥

On the corporate front, new companies are joining the Bitcoin race daily, with treasuries shifting and capital reallocated — a theme we’ve been tracking closely in our daily updates.

And while all of this unfolds, macro liquidity is quietly flooding back into the system — the Federal Reserve bought $8.8 billion in 30-year Treasuries in a single day, and $43.6 billion over the past week. That’s fresh fuel — and much of it is finding its way into crypto📈

2. ETF Flows

ETF flows stayed firmly in the green this week, signaling continued institutional demand and growing confidence

• BTC ETFs: +$608.4 million💰
• ETH ETFs: +$41.8 million💸