CoinEx Research

📊 CoinEx Monthly Repricing Risk and Resilient Bitcoin Read the full report here: coinex.com/s/4E54

5/5 $CL trader checklist: - DBO/GLD ratio near recent highs - WTI trend confirming oil strength - $CL liquidity and funding usable - Inventory/OPEC/geopolitical risk monitored - Leverage and liquidation risk controlled Read CoinEx Research for the full chart-backed breakdown. coinex.com/s/4EJV

4/5 #WTI supports the oil side of the move. Over the latest common 90d window ending May 18, WTI rose 79.51%, while #DBO rose 74.48%. That makes the $CL setup more relevant as an oil-linked watchlist signal.

1/5 Commodity exposure is splitting. Over the latest 30d #CoinEx futures window, $CL Perps rose 15.53%, while $XAUT fell 5.53% and $XAG fell 4.74%. For crypto traders, the key question is simple: is the commodity watchlist missing oil? 🧵👇 coinex.com/s/4EJV

HYPE’s May move is not just an ETF-access headline. The more useful question: can Hyperliquid’s revenue engine translate into durable token value capture? Latest data in the article: $HYPE +10.3% from May 11-18 Hyperliquid Perps ~$48.4M 30D revenue ~94.7% of selected perp DEX peer revenue ETF/ETP AUM still only ~$13.5M disclosed Access is expanding. Demand is not yet proven. Read more: coinex.com/s/4EJA #HYPE #Hyperliquid #DeFi

🔴 CoinEx Weekly View 💸 ETF Flow $BTC ETF: -$995.5M vs. prev. +$631.6M $ETH ETF: -$255.2M vs. prev. +$70.3M 📊 Sector View ↗️ Outperforming: 1⃣ DEX 2⃣ Stablecoin 3⃣ L1 ↘️ Underperforming: 1⃣ AI Agent 2⃣ Launchpad 3⃣ LSD 📈 Overall 59/473 tracked tokens were up. 🔥Top Gainers: $BNKR, $PEAQ, $FF, $TRUTH, $HAJIMI

6/6 🧭 The Research Question $BILL is early in market history, but not automatically early in risk. The stronger thesis needs three things to line up: liquidity, AI identity traction, and supply discipline. Read more: coinex.com/s/4EJB

5/6 🔎 What Would Confirm “ $BILL Still Early ”? Watch for: -sustained turnover without rising venue concentration -deeper liquidity across venues -contained exchange deposits -verified app/user metrics -supply absorbed without breaking the launch range

1/6 🚀 The Obvious Take: $BILL Is Hot BILL is up 200%+ over 7d, with public trading starting around May 4. In a mature token, that would usually scream “overextended.” For a fresh TGE, the better question is whether the market is still building its first reference range. 🧵👇

6/6 ⚡The cleaner question is not “are stocks too high?” It is: has momentum started to break while valuation remains expensive, and is there a confirmed catalyst? That is when $SPYx/ $QQQx-style RWA exposure becomes a market-structure question. Read more: coinex.com/s/4EUR

5/6 📶Funding, basis, oracle design, market hours, liquidity, and liquidation rules still matter. A trader can be directionally right on equities and still get the perp execution wrong. That is the main risk the article tries to separate.

1/6 🚀U.S. stocks being “high” is not the useful signal. The useful signal is this: strong momentum + elevated valuation premium. That setup can keep running, but it becomes more sensitive if inflation, yields, earnings, or election risk breaks momentum. This is where RWA perpetuals enter the discussion.🧵👇

🟢 CoinEx Weekly View 💸 ETF Flow $BTC ETF: +$631.6M vs. prev. +$162.8M $ETH ETF: +$70.3M vs. prev. -$82.5M 📊 Sector View ↗️ Outperforming: 1⃣ RWA 2⃣ AI 3⃣ Privacy ↘️ Underperforming: 1⃣ BTCfi 2⃣ L1 3⃣ Meme 📈 Overall 372/473 tracked tokens were up. 🔥Top Gainers: $B3, $PAYAI, $AURA, $TROLL, $HIPPO