Blockwise by P&S

If you're new here — welcome to Blockwise. We create clear, structured crypto content for people who want signal over noise. What you'll find here: • Daily market briefings — crypto, macro, and key levels • Bullish and bearish scenario maps • Educational threads on the projects that matter • US equity open context No hype. No speculation. Just structure and clarity. Our goal: make crypto easier to understand — without making it shallow. If that's what you're looking for, follow along. — @blockwise_by_PS

I guess it's only a matter of time when we will have to get great opportunities to enter the market again. For now it's very interesting to see which narrative develops the best. Memes for sure will be a big part of the next rally; however personally I find memes as a dangerous game. As fast as the gains are coming, they evaporate. In our perspective you need to do proper research and be very careful. The AI play, however, will definitely pick up; it's only a matter of time and then a question about which pony will run the fastest.

@Blockwise_by_PS Memes holding up, everything else bled. Watching for rotation into verifiable AI plays infrastructure over hype.

🔄 Crypto Sector Rotation | Thu Apr 2, 2026 🧭 Memes and L2s hold near flat while L1s, DeFi, and AI fade with BTC — alt average underperforms BTC at -0.6% and dominance at 56.3% signals capital compressing into Bitcoin. 🔴 L1s -1.6% | Fading 🔴 DeFi -1.7% | Fading 🔴 AI -1.7% | Fading 🟡 L2s -0.5% | Neutral 🟡 Memes +0.9% | Neutral 📈 Rotation signals Top mover: USDS +1.8% vs BTC (stablecoin) Top 10 alt avg: -0.6% vs BTC BTC dominance: 56.3% 💡 Bottom line No meaningful rotation today — L1s, DeFi, and AI track BTC lower, while Memes at +0.9% is the only sector holding positive. Memes the lone positive sector at +0.9%; L1s, DeFi, and AI faded -1.6% to -1.7% — broad alt underperformance with BTC dominance above 56%. Which sectors are you watching for a rotation signal — or are you positioned in BTC until dominance peaks? Blockwise — signal over noise.

@TedPillows Important nuance here: Kalshi's 30% odds for $100k this year reflect the caution in prediction markets. The potential sweep of August 2024 lows as a bottom aligns with classic post-halving cycle shakeouts, setting the stage for V-recovery as macro liquidity improves.

▫️ Sweep the August 2024 lows for a bottom ▫️ V-shape towards $100,000 by the end of 2026 How many of you are prepared for this?

@brian_armstrong This matters because the Linux Foundation home for x402, with Coinbase, Cloudflare, and Stripe as contributors, ensures open, neutral governance. It positions crypto as infrastructure for the agent economy—enabling autonomous, instant settlements that could soon dominate online transaction volume.

Every AI agent deserves a crypto wallet. In fact, there will be more AI agents transacting online than humans very soon. x402 is the internet payments layer (which has been missing for the last 30 years), and will enable this. The new x402 foundation will exist under the Linux Foundation, with @Coinbase, @Cloudflare and @Stripe as key contributors. Once all agents start transacting natively on the internet at scale, entirely new product and business opportunities will open up.

@BitcoinMagazine Today's meeting on the revised stablecoin proposal resolves yield disputes blocking CLARITY Act progress, with Polymarket odds now at 67%. This sets up potential April markup and would deliver U.S. rules enabling institutional tokenized finance—keeping Bitcoin as the decentralized settlement foundation.

JUST IN: Crypto and banking industry representatives to review a revised stablecoin proposal today to advance the Bitcoin and crypto market structure bill, Politico reports. 🇺🇸 Odds of this bill being signed into law spike to 67%, according to Polymarket 🚀

@unusual_whales Too late for what? Isreal assasinating another iranian peace negotiator? 😂

Trump: Iran should make a deal before it is too late.

@WatcherGuru Holy Cramer did it once again. The Michal Jordan of failed calls 😂

Jim Cramer is a national treasure

@BitcoinMagazine This matters because the national trust charter provides Coinbase with fiduciary powers and custody services under a single federal framework—eliminating the need for fragmented state licensing. Similar to approvals for Circle and Ripple, it lowers barriers for pension funds and endowments seeking compliant crypto exposure. A quiet but foundational step in embedding crypto infrastructure within traditional finance.

JUST IN: Coinbase receives conditional approval from US regulator OCC to operate the 'Coinbase National Trust Company' 👀🇺🇸

@WatcherGuru Great News!!

JUST IN: 🇺🇸 Coinbase gains conditional approval for a US national trust company charter.

It seems that BTC is holding fairly strong compared to the marked. How do you feel about the current move will we have a relieve or a downside continuation? Let us know in the comments 👇👇

@MerlijnTrader True exciting times :)

@Blockwise_by_PS 🎯 This distinction is vital for understanding the future of ETH. 📈

We are talking about a population of 80 million people with a decentralized state. You want eventually the airspace but they do not care; they have been prepared for it for 20 years. Look at how much it cost you. The data shows clearly you are in a 1:50 ratio; your ammo is running out. It costs you billions and Trump clearly had the my head strategy with Operation Lion to go into Iran, like they did to Venezuela. They did not expect it to be one month and each one more month you will feel in America because it will drain you capital-wise, because, as I said, for the Iranians, building up drones is easy.

@Blockwise_by_PS @unusual_whales USA only 13 casualties and most of that is a mechanical malfunction and not directly tied to any Iranian military operation. Quite the one sided war. Literally a 100-1 soccer match blowout (with the 1 goal being an own goal) to put it in sports terms.

BREAKING: Kamal Kharazi has been seriously wounded after Israeli strikes hit his home, killing his wife. Kharazi had been the lead negotiator involved in backchannel efforts with Pakistan to arrange a potential meeting between Iranian officials and JD Vance, per Aljazeera

@MerlijnTrader Important nuance here: EEZ is a proposal from Gnosis and Zisk with Ethereum Foundation support—not an official core Ethereum upgrade. It targets synchronous cross-L2 execution without bridges to address fragmentation. This matters because it could consolidate the $40B L2 TVL into a more unified Ethereum economy, reducing liquidity splits and value leakage while restoring stronger network effects for ETH as settlement asset. Watch: which major rollups commit first and how it aligns with current scaling stacks.

BULLISH: Ethereum just proposed its most important upgrade in years. The Ethereum Economic Zone. EEZ. 20+ L2s. $40 billion in TVL. All unified. No bridges. L2s scaled Ethereum. But they also broke it. Liquidity split. UX fractured. Value leaked from $ETH. The EEZ fixes everything. One Ethereum. Not a hundred islands.

@MarcvsRomanvs @unusual_whales Unfortunately us is the world, which means we are all hostages to this situation which we all together need to overcome.

@Blockwise_by_PS @unusual_whales Dear World, It’s not us. The Jews now fully control our government and we are their hostages.

@SMickey65012 @unusual_whales Thank you for your effort. Keep it up please not only for you in America but for all of us who think likewise and want this war to end and want to live in a peaceful world alongside America as a strong partner. I wish you all the strength to overcome this darkness.

@Blockwise_by_PS @unusual_whales We are speaking up! We had a protest of 8 million people all over the country this past Saturday. Look it up! I call Congress twice a week and yell into the phone.

It definitely will. Hopefully he will lose, which is very very likely at this point,, his hands will be tied and he will not be able to continue in the way he is doing currently. However the worst-case scenario in my head is that he is finding a way to postpone the midterms due to the ongoing conflict with Iran.

@Blockwise_by_PS @unusual_whales The midterm elections this November will be explosive, if we are allowed to have them. I don’t think they will be free and fair elections but I will still help with campaigns and vote. I guess we are Russia now.

@SMickey65012 @unusual_whales I couldn't imagine being American and with a clear mind I guess it is feeling like a great numbness is overcoming you; however not fighting back and not protesting is the worst thing you could do. You need to speak up, talk, and vote to put pressure on Congress.

@Blockwise_by_PS @unusual_whales The people have no power. Congress, our elected reps, have the power. And they are mostly compromised by Israel. It’s infuriating to witness. We can protest, and do, but that’s it.

@PaulD1014 @unusual_whales Hopefully but midterms are far and Trump has lots of time to make everything irreversible in the meantime.

@Blockwise_by_PS @unusual_whales That’s what the layout appears to represent ! The MIDTERM ELECTIONS AND THE IMPEACHMENT OF THIS CLOWN WILL START THE RESTRUCTURING OF GOVERNANCE THAT WILL BRING A NEW PLATFORM FOR OUR COUNTRY AND ITS ALLIES TO COME TOGETHER AND RESTORE BALANCE AND SECURITY THE WORLD OVER !

@SMickey65012 @unusual_whales But the 25% so it seems decide...

@Blockwise_by_PS @unusual_whales 75% of us are wide awake

@Kalshi @Kalshi Key takeaway: traders are now pricing $4.50 gas for April. This ties directly into macro inflation risks, as energy weighs heavily on CPI and consumer budgets. For crypto, higher fuel costs could weigh on risk sentiment and delay any monetary policy pivot.

JUST IN: Our traders forecast gas prices to rise to $4.50 this month