Momentum Trades

📉 Taking a short on $LAB Active coin with plenty of attention, but the tokenomics look shady as hell. Feels like there’s still more downside ahead — I expect them to keep dumping it 👀 Let’s see how far they can push it down 🩸 ⬛️ Trading on BydFi Momentum Trades | ArbSpread

Ethereum pushes above $2,600 🔥 The Binance ETH/USDT 4h chart shows a sharp move out of the multi-week trading range, with a clear jump in volume. The next test is holding above that range. Staying outside it would strengthen the breakout; falling back inside would put the move at risk of becoming a fakeout. Momentum Trades | ArbSpread

Uniswap gives stablecoin pools a smarter fee 🦄 StablePair Hook is live on Ethereum, starting with USDC/USDT and USDC/USDG pools on Uniswap v4. Instead of one fixed fee, it adjusts pricing to the pool’s distance from its reference rate: • Around parity: a tight, predictable bid/ask spread. • Outside the band: corrective swaps enter a Dutch auction — the fee starts high and falls each block until an arbitrageur takes it. The aim: keep more of the arbitrage value with liquidity providers. Pool parameters and fee logic can be upgraded through Uniswap Governance without migrating liquidity. How StablePair works Momentum Trades | ArbSpread

📊 "Smart money is selling ETH." Forty-four million out, two hundred and six transactions. Sounds like the room emptied. It was six wallets. ➡️ ETH: −$44.8M across 206 transactions — 6 addresses ➡️ BTC: +$37.4M across 13 transactions — 3 addresses ➡️ WBNB: $19.9M in, $19.9M out, 4 transactions — net zero Six addresses making 206 moves is about 34 moves each. That is not a crowd running for the exit, it is a few hands leaving in slices — and the same six can turn around tomorrow without asking anyone. The BTC line is thinner still. Three addresses. Whatever that is, it is not "the market is accumulating." The WBNB row is the best joke on the page: forty million dollars changed hands to finish exactly where it started. So when a verdict lands in your feed, ask the boring question first. How many wallets. Momentum Trades | ArbSpread

SUSHI: watching the weekly demand zone 🍣 Two bullish structure breaks keep the long scenario in focus on the Bybit spot 4h chart. • Area of interest: $0.185–$0.20, where weekly support overlaps the retracement zone. • Upside reference levels: $0.236, then $0.28. • Invalidation: sustained trading below $0.185 on the 4h–daily timeframes. A brief sweep below $0.185 followed by a reclaim is the alternative bullish path. A wick below support and acceptance below it are different scenarios — the reaction around this zone matters more than touching the number. Momentum Trades | ArbSpread

OKX brings pre-IPO trading and tokenized stocks to Europe 🇪🇺 Two different ways to trade, now in one account: • OpenAI & Anthropic: Pre-IPO X-Perps let eligible EEA traders go long or short on implied valuations, 24/7, with up to 10x leverage. These are cash-settled derivatives, not shares or IPO allocations. • 100 tokenized stock markets: round-the-clock stock and ETF exposure. Selected holdings can also serve as collateral, subject to limits and liquidation risk. The appeal: one balance across crypto and stock-linked markets. But tokenized stocks don't carry direct shareholder rights, and liquidity can thin outside US market hours. Access depends on account eligibility; tokenized stocks are unavailable to US persons. Explore OKX · European rollout details Momentum Trades | ArbSpread

LAPTOP: the gains went to a small minority 💻 About 80% of traders lost money, according to Bubblemaps’ analysis of 15,206 traders. The breakdown tells the story: • 11,311 lost less than $1,000. • 726 lost $1,000–$10,000. • 112 lost $10,000–$100,000; another 2 lost $100,000–$1M. On the winning side, just 10 traders made $100,000–$1M, while 78 made $10,000–$100,000. The celebrity launch grabbed attention. The distribution of gains and losses shows who actually came out ahead. Bubblemaps’ breakdown Momentum Trades | ArbSpread

Pump.fun has burned 16.5% of PUMP’s total supply 🔥 The platform’s dashboard puts cumulative buybacks at $451.54M, with 164.95B PUMP permanently removed. The engine is platform revenue: 50% is allocated to open-market purchases and burns. The latest daily entry shows another $800.2K spent, buying and burning 185.2M tokens. Revenue is running at roughly $1.26M a day on a 90-day average — a $458.28M annualized pace. That connects activity on the platform to recurring demand for the token, rather than leaving the story entirely to memecoin speculation. Explore the buyback dashboard Momentum Trades | ArbSpread

“...if Republicans win… I will WRITE A CHECK to every adult citizen in America for $5,000.”

ZEC at $5K confirmed. 😂 Meanwhile, oil is creeping back toward $100. What could possibly go wrong? 👀 Momentum Trades | ArbSpread

https://arbspread.com/r/af0aca52520dc753aeac229e32b53b2f/s/5NVZ9cH2d5HJFFZ5Y5bcwc1xIJDFM1nN?lang=en Trade update: we’re already at +5.25%, and the opportunity hasn’t fully played out yet — I still see roughly another +2% upside from further spread convergence, while funding remains positive at around +0.6% on the pair. By the way, ArbSpread is my project. I’ll keep sharing interesting opportunities the system finds here and showing how these virtual trades actually play out. Virtual paper trade MOO/USDT: +5.25% · Gate → BingX

https://arbspread.com/r/af0aca52520dc753aeac229e32b53b2f/s/5NVZ9cH2d5HJFFZ5Y5bcwc1xIJDFM1nN?lang=en Trade update: we’re already at +5.25%, and the opportunity hasn’t fully played out yet — I still see roughly another +2% upside from further spread convergence, while funding remains positive at around +0.6% on the pair. By the way, ArbSpread is my project. I’ll keep sharing interesting opportunities the system finds here and showing how these virtual trades actually play out. https://arbspread.com/r/af0aca52520dc753aeac229e32b53b2f/s/CK-ex_F5-9I9z1tFqS89GLc-OoY4QtGF?lang=en Virtual paper trade MOO/USDT: +5.79% · Gate → BingX

https://arbspread.com/s/gMaK1TpEm44H MOO/USDT: executable spread +8.286% · Gate ASK → BingX BID

📊WHALES WERE BUY ETH $1,933 📜The average price at which institutions were pulling the coin off exchanges over 90 days. Below that level, the big players have already bought. ➡️ETH — $1,933.17 · now +28.2% ➡️LINK — $9.79 · +21.0% ➡️POL — $0.078 · +25.6% As long as the market is above the level, you are paying more than they paid — this is a reference point, not a signal. Momentum Trades | ArbSpread

MetaMask is becoming its own company 🦊 Consensys Software is splitting into two independent businesses: • MetaMask keeps the consumer platform, with Joseph Lubin as chairman and CEO. • The new Consensys takes the protocols and institutional infrastructure business, including Linea, Besu and Teku. Mike Kriak becomes CEO; Lubin stays executive chairman. The businesses now operate independently, with the separation expected to finish by year-end. MetaMask reports 100M+ downloads across roughly 190 countries. Its focus is expanding from a wallet into an everyday financial platform for holding, trading, earning and spending. For existing users, the app, assets, keys and access stay unchanged — no migration needed. MetaMask announcement Momentum Trades | ArbSpread

📊$3 BILLION PULLED OFF THE EXCHANGES 📜Over the past 24 hours the exchanges released $3.04B worth of coins. On-chain wallets took in $3.09B. The coins are moving one way — off the venues and into cold wallets. This is accumulation. ⏸️Where the capital is going ➡️Private wallets: inflow of $3.09B ➡️Exchanges: minus $3.04B ➡️Routes: Ethereum, BSC, Bitcoin ➡️Net across coins over 24h: +$53.1M Turnover is running at 0.4× the daily norm, with a net result of $53.1M. There is movement, but no force behind it: the system's regime is mild accumulation, no sharp changes. ⏸️Stables: the direction is there, the size is not While coins leave the exchanges, stables move the other way — $14.2M over the day. This is money staged for buying, and it sits on the venue for exactly one reason: to step into a position. But let us name the scale honestly: against $3.04B of coins pulled out, that is less than half a percent. Not a counter-flow — a trickle. The direction is right; there is no force behind it. ⏸️What does this mean? Coins are leaving the exchanges — nobody is planning to sell them right now, and supply on the venues is shrinking. That is the main fact of the day. The stables are a detail for later: today there are two hundred times fewer of them than the coins pulled out, and a volume like that cannot promise demand. But if the inflow starts growing, this is exactly where to look. That is what accumulation looks like: quiet on the outside, coins slowly moving into cold storage on the inside. Momentum Trades | ArbSpread

📊$50 MILLION AND SEVEN BUYS Top 10 smart money on-chain wallets by return. The first row is a Solana on-chain wallets: entry $76.3M, now $126M. Seven buys, +65.74%. ⏸️All ten on-chain wallets are in profit Together they put in $6.89B; today they hold $9.27B. Returns range from +21.96% to +65.74% — not one of them is in the red. Which means none of them bought at current prices. Every one of them got in materially lower. ⏸️They got in when it was scary Buy counts across half the table: 7, 11, 3, 13, 12. This is not trading, and it is not months of averaging in. First place put in $76.3M across seven entries — almost $11M at a time. Money like that does not come in on the way up, when everything is expensive and obvious to everyone. It comes in on the way down, when the tape is red and the chats are explaining that the bottom is still ahead. Hence the +65.74% today. ⏸️What they hold ? ➡️Ether — six wallets out of ten (ETH and WETH) ➡️SOL — the top two places ➡️OP and DOGE — one each Eight of the ten sit in a single asset, with no stables. Only two built out a portfolio, and they overlap on ETH, AAVE, LINK and PEPE. ⏸️What to do with this ? You can no longer repeat their entry — that train has left, they are already in profit. You can repeat the logic. These addresses are open, and their buys are visible at the moment of the trade, not a quarter later in a filing. The next time the market bleeds and everyone is waiting for lower, smart money entries will show up here before anyone writes about them. That is the point of watching large wallets: not to copy past returns, but to see what they are doing right now. Momentum Trades | ArbSpread

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