Momentum Trades

Hunter Biden enters the memecoin game with LAPTOP 💻 Joe Biden’s son is set to launch LAPTOP on Base on September 9, according to reports. The proposed tokenomics: • 20% for airdrops — including traders who lost money on TRUMP, Hunter’s Substack subscribers and Andrew Callaghan’s mailing list. • 30% for the founding team — locked for six months, then gradually vested. • Up to 30% for event-triggered burns — including a new Bitcoin ATH or LAPTOP overtaking TRUMP’s valuation. Political memecoins have found their next storyline: an airdrop targeting the last political memecoin’s losing traders. Announcement Momentum Trades | ArbSpread

Fidelity has November in view for Bitcoin ⚡️ The four-year cycle points to a potential market bottom around November. But Fidelity also sees a second path: July may already have marked the low. The next move could be shaped by crypto-friendly rules, institutional demand and a volatility breakout after the quiet summer. Chris Kuiper of Fidelity Digital Assets says the cycle is a long-term framework, not a calendar trade. Fidelity’s crypto outlook Momentum Trades | ArbSpread | ArbSpread

📊 $875 MILLION INTO BITCOIN AND DIDN'T LEAVE Let's look at what the smart money has been doing over the past 30 days: 228 wallets, 10,702 transactions. At the very top of the table, next to BTC, there's a dash in the "sold" column. ⏸️Eight addresses, no output ➡️ Purchased: $875.33M ➡️ Sold: nothing ➡️ Entry: 101 ➡️ Wallets: 8 Eight addresses have been buy Bitcoin in chunks for a month and haven't returned a single satoshi. The same is true for DASH: $11.65M in, no output, seven wallets. ⏸️Silent Move 1,469 transactions and 20 wallets—the largest crowd in the entire table. While everyone is arguing about the alt season, money is silently moving to another network or swapping for a more reliable asset. Turnover: $7.5 billion, month-to-date: -$57.37 million. ➡️ AAVE: +$29.24 million ➡️ DOGE: +$26.63 million, ten wallets ➡️ LINK: +$23.11 million ➡️ SOL: +$15.14 million, thirteen wallets—the largest participation among altcoins. And now the entire month's loss: LDO $4.6 million (one transaction from one address), SAND $408.9k, WLD $315.6k, ONDO $46.9k. Together, that's less than five and a half million. ⏸️So what's the bottom line? For majors, the rotation yielded a net gain of $2.08B on a turnover of $21B—almost 10%. For alts, the turnover was $759.24M, with an additional $139.05M. A month without a single Bitcoin sale from smart money Momentum Trades | ArbSpread

Strategy’s Bitcoin balance tells the cycle in one chart ⚡️ From a small position in 2020 to hundreds of thousands of BTC, the balance rose through each buy phase — while the unrealized P&L swung much harder with Bitcoin’s price. At the final point in this visualization, Strategy held 840,447 BTC and sat about $2.26B above its aggregate cost basis. Strategy’s investor briefing Momentum Trades | ArbSpread

📊 Everyone quotes the score. Almost nobody opens it. Demand reads 65 out of 100. Sounds healthy. Look inside and it's one leg doing all the walking. ➡️ US premium: 90. Americans are paying up. ➡️ ETF 60 · Stablecoins 60 · Dollar 51. The rest shrugged. Pull the premium out and what's left averages 57. I've watched this shape before. One region leans in, the market stands still, and it looks strong right up until that leg tires. So I watch one thing now: do ETF and stablecoins climb up to the premium, or does the premium fall back to them. If they climb, demand is spreading past one country and the accumulation case gets stronger. If the premium drops back, it was one crowd buying early, and the 65 deflates with it. Flows answer that before price does. Momentum Trades | ArbSpread

Closed the main part of the position — leaving just a small runner. Not gonna FOMO back in 😁 The trade was shared in the channel, and after that $MARSCOIN absolutely ripped higher. Sometimes the best move is simply to take your profit and let the remaining position run 💵📈 Big move, big profit. Clean trade 🔥 Momentum Trades | ArbSpread

Injective’s emergency upgrade followed a $4.9M binary-options exploit ⚠️ The attack hit a limited group of ecosystem applications running binary-options markets. Injective says the blockchain, consensus layer, INJ and user or staked funds were not compromised. The response was an accelerated network upgrade across validators and infrastructure. Some validators were temporarily jailed during the rollout, while several exchanges paused deposits and withdrawals as nodes updated. The relevant attack path has been contained and patched. Binary-options markets were the affected edge — not the core chain. Momentum Trades | ArbSpread

Close full position ✔️✔️✔️ ⬛️ Trading on ByBit & BydFi ArbSpread

Open interest is still concentrated where the liquidity is deepest ⚡️ Binance leads this snapshot with $32.5B in open interest and $56.7B in 24-hour volume. Bybit, MEXC and Gate follow with $12.3B, $12.2B and $11.3B in OI. The standout is HTX: $3.97B in open interest against only $672M in daily volume — nearly 5.9× more outstanding positioning than one day of turnover. That gap is the useful read here. Volume shows how actively a venue is trading now; open interest shows how much leveraged positioning is still sitting on the board. Momentum Trades | ArbSpread

🔍 "Coins left the exchange, so it's bullish" — the most expensive assumption in on-chain analysis. An outflow is a number. What matters is which kind. ➦ A real outflow: many wallets pulling coins into self-custody. Supply leaving the market. ➦ An internal move: the exchange shifting funds from a hot wallet to cold storage. Same address label, zero change in supply, zero information about demand. Both look identical in a raw total. They mean opposite things. Three ways I separate them: 1. Counterparty count. Hundreds of destination addresses means users. Two or three means internal plumbing. 2. Return path. Internal transfers tend to come back to the same cluster within days. Genuine withdrawals don't. 3. Rate against the norm. A single $500M move says nothing on its own. The same $500M at 10x an exchange's usual pace is a behavioural change worth reading. That last one is why I never quote a raw sum without its multiple. Yesterday's Coinbase Prime outflow was $444M — meaningless alone, and 3.1x their 30-day norm, which is what made it worth writing about. The honest limit: labels come from public address databases, and they are incomplete. An unlabelled cold wallet can make a real outflow look like it vanished. I'd rather tell you that than pretend the data is cleaner than it is. Most people read the direction. The work is in reading the reason. Not financial advice. Momentum Trades | ArbSpread

GM ☀️ Bitcoin (BTC) is testing the trendline that carried the summer rally ⚡️ The 1D Binance chart shows price pulling back from $82,000 into the rising structure from the July lows. $76,000 is the immediate pivot. Holding it keeps the path open for another attempt at $82,000; losing $74,000 breaks the trendline and opens room toward $70,000. This is the pullback that decides whether the latest breakout becomes continuation or a failed retest. Momentum Trades | ArbSpread

Closed part of the position here and moved the stop to breakeven 🔒 If you’re in this one with me — drop some reactions 🔥 ⬛️ Trading on ByBit & BydFi ArbSpread

🚀 Taking a long on $MARSCOIN Pure hype play — just got listed across major exchanges, so I expect them to push it hard. A lot of influencers are already shilling it, which could bring even more attention and liquidity 👀 High-risk setup, but the upside could be interesting if the hype keeps building 📈 ⬛️ Trading on ByBit & BydFi ArbSpread

🐋 Retail is sending coins to exchanges. Institutions are pulling them out. My radar reads 53 out of 100 — neutral. That number misleads anyone who stops there. ➦ OKX wallets: $1.55B inflow — 10.2× the usual rate ➦ Coinbase Prime wallets: $444M outflow — 3.1× the norm To be precise: these are on-chain flows through hot and cold wallet addresses attributed to each entity, not their internal books. Coinbase Prime is custody for funds and corporates. OKX is where retail trades. Transfers between an exchange's own wallets can distort the raw number — which is why I read the rate against the 30-day norm, not the sum. One group is moving coins into its own storage. The other is sending coins onto an exchange, and there's usually one reason to do that. Smart money this week: bought $3.21B, sold $3.12B. Net +$83M — effectively zero. Inside it: BTC +$134M in accumulation, while SOL, DOGE and PEPE bled. Money isn't leaving. It's rotating out of junk into bitcoin, and out of weak hands into strong ones. Not financial advice. Momentum Trades | ArbSpread

Robinhood Chain is becoming a trading venue, not just an RWA narrative ⚡️ DeFiLlama shows $1.40B in 24h DEX volume, $19.1M in app fees and $4.3M in app revenue. The real twist is in the pools. Instead of pairing memes only with ETH or USDC, Pons can pair them with tokenized stocks. Buying the meme sends stock tokens into the pool and locks them; more trading means less of the stock token sits in free float. That can push a premium into the on-chain stock, especially at night and on weekends while traditional markets are closed. These pairs already account for roughly a quarter of the chain’s stock-token volume. The source reports comparable liquidity pools above 2,000–3,000% APR. That is why the flow matters: Robinhood built the rail, while Pons is turning tokenized-stock liquidity into a live trading loop. Momentum Trades | ArbSpread

Solana leads 30-day DEX volume ⚡️ DeFiLlama's chain dashboard puts Solana at $64.1B in 30-day DEX volume — ahead of Ethereum at $35.1B and the third-ranked chain at $33.4B. Robinhood Chain is already at $20.3B, while Base shows $23.8B. The table is a useful read on where on-chain spot flow is concentrating. Momentum Trades | ArbSpread

🐳 Whale is selling HYPE One of the largest HYPE holders just sold his entire position — 2.93M $HYPE for around $70M in profit. 💵 Honestly, pretty reasonable move with the asset trading near its ATH. If a correction comes, he can simply buy back at lower levels 👀 And this isn’t his first big win on HYPE — the same investor reportedly made around $140M on the token last year. Seems like the strategy is working pretty damn well 📈 Glassnode research · Bitcoin Momentum Trades | ArbSpread

🇺🇸 SEC Chair expects the CLARITY Act to pass by September 15 ➥ The US Senate is set to vote on the CLARITY Act on September 15. Paul Atkins expects the bill to pass and then head to President Trump’s desk for his signature. ➥ The SEC is already preparing new crypto market rules so they can be implemented quickly once the bill becomes law. ➥ The goal: bring crypto companies and developers back to the US after the previous administration effectively pushed many of them offshore. “American investors can send their money anywhere. We need to make sure they can invest here, in the United States, under American laws”🇺🇸 Big step for US crypto regulation if it actually happens 👀 Glassnode research · Bitcoin Momentum Trades | ArbSpread

Bitcoin remains range-bound, Glassnode says Glassnode sees heavy long-term-holder supply at $83K–$86K. While BTC remains in that range, its structural downside reference is $62K–$65K. Options sentiment has reset to neutral, the report adds. Glassnode research · Bitcoin Momentum Trades | ArbSpread

🐳 Whales accumulated 60,000 BTC in August From August 1 to 30, wallets holding 100+ BTC increased their balances by 60,000 BTC. At a BTC price of $78K, that’s roughly $4.7B worth of Bitcoin 💵 At the same time, wallets holding 1–100 BTC reduced their holdings by 33,000 BTC, while the smallest wallets with less than 1 BTC sold nearly 14,000 BTC. In total, smaller holders dumped around 47,000 BTC — almost exactly the amount absorbed by whales. Basically, large players bought nearly as much as smaller holders sold. That’s a pretty clear transfer from weak hands to strong hands during one of Bitcoin’s strongest months in recent years 👀📈 Get started with OKX · Card details Trading on OKX | ArbSpread