Bitstreet Capital

$BTC holding $70K despite Fear & Greed at 11 (extreme fear) Whale wallets added 8,400 $BTC in 48hrs Funding rates collapsed to near neutral Again, retail panicking institutions accumulating $420M depth within 1% on $BTC $185M on $ETH Structure adequate for current conditions but one macro shock liquidates this entire range Book quality > price predictions

@SECGov declared $SOL $XRP $ADA $AVAX as digital commodities alongside $BTC and $ETH Project Crypto finally drew clear lines after 10 years of enforcement by guessing. Regulatory clarity doesn't fix broken order books. You can have perfect commodity classification and still die cause nobody can trade your token without 5% slippage. Build both 🙇‍♂️

@Meta shutting down Metaverse after $80B investment @krakenfx froze IPO plans citing difficult market conditions Fed left rates unchanged projecting only 1 cut in 2026 Web3 narratives dying, institutions pausing exits, liquidity tightening. Markets selecting survivors. Build real utility or get filtered out.

@CoinDesk 13 years of doing absolutely nothing is the best trade in crypto history 🚀

TODAY: A 13-year dormant Bitcoin wallet moved 2,100 $BTC ($147.7M) for the first time since July 4, 2012, when the same amount was worth just $13,685.

@binance delisting $A2Z $FORTH $HOOK $IDEX $LRC $NTRN $RDNT $SXP April 1st. 8 tokens getting cut in one sweep. Exchanges finally purging low-liquidity tokens that cant handle basic order flow. If you cant maintain volume why should you stay listed? Market cleaning house.

@elonmusk Ghibli was yesterday, Chibis is the new meta. Rotate accordingly 👀

@CoinMarketCap Crazy what happens when you let people bet on reality instead of vibes (meme coin holders this isn't about you, you're fine, go back to sleep 😅)

LATEST: 💰 Kalshi raised another $1 billion at a $22 billion valuation in a new funding round, doubling its valuation in just a few months, according to the Wall Street Journal.

@CoinMarketCap Algorithm showed up, then quietly pointed at #Bitcoin and left

Algorithm, only show me "generational wealth" projects.

Altcoin Season Index at 35, needs >75 to trigger. $BTC dominance 56.65%, everyone waiting for rotation Stop asking 'when' altseason Start asking which 10 coins have actual order book depth to capture flow when it rotates. Most of the tokens are exit liquidity dressed as opportunity. Liquidity concentrates, doesn't spread equally.

@stripe backed Tempo blockchain launched mainnet focused on AI agent payments @pudgypenguins launched game scammers immediately made fake version to steal credentials Crypto in 2026: AI paying AI while scammers phish humans What a timeline 🫡

@FTX_Official paying back $2.2 Bil How: sold @AnthropicAI stake for $1.4 Bil in 2024. That same stake today: worth $28-30 Bil @SBF_FTX accidentally made generational AI bet then bankruptcy forced him to sell 95% too early. Fraud cost him freedom. Following the law cost him $28 Bil Can’t win either way 🤷🏼‍♂️

Powell: nobody knows how lasting energy inflation will be Bitcoin: drops below $70k Stocks: session lows Crypto: panicking Meanwhile institutions quietly accumulating. Retail reacts to headlines. Smart money reacts to price.

$PIPPIN memecoin launched by BabyAGI creator hit $0.90 in Feb. Down 85% to $0.119 today after X account suspension yesterday. Founded by guy followed by Bezos and Andreessen. Still crashed harder than HAWK TUAH and Trump coin combined. From MM desk: even blue-chip founders cant save memecoins with zero utility. Narrative runs dry liquidity evaporates. Every. Single. Time.

SEC-CFTC signed MOU Clarity Act stalled over stablecoin yield Vietnam banning offshore exchanges $BTC rallied 8 straight days March 18 2026: regulators cooperating, Congress fighting, countries banning, markets pumping Nobody knows whats happening. Everyones just reacting harder. Beautiful chaos.

@Cango_Group sold 4,451 $BTC to pivot to AI, 2 months later $BTC up 20% CEO explaining to investors why they sold the bottom to chase AI hype is gonna be LEGENDARY pain is coming 🫠

@opensea delayed token launch citing challenging market conditions. Offering fee refunds and 0% trading fees for 60 days starting March 31. T. Rowe Price filing ETF with $DOGE and $SHIB among holdings. From MM desk: even meme exposure needs tradeable markets If OpenSea delayed cause markets aren’t ready imagine what happens to projects with WORSE liquidity. Structure isnt optional anymore. Even for memes.

@NachotheKat @kaspy_io The pack grows stronger 🤝🐾

Kats run in packs again.🐾 @kaspy_io @bitstreetcap

$ETH surged 10% leading crypto rebound. Fresh ETF inflows + Bitmine buying 60,999 ETH (now holds 4.6M ETH total). Shift from $BTC to alts finally happening. From MM desk: when institutions rotate OUT of BTC INTO alts this aggressively youre either ready or eliminated If your altcoin book cant handle institutional size test orders right now youre sitting this rotation out. Capital deployed. Not announced.

@VenusProtocol exploited $3.7M via price manipulation. THE token used as collateral. @ethereum Foundation sold 5,000 $ETH at $2,042 OTC. Meanwhile $BTC pumped to $74K and everyone celebrating. From MM perspective: DeFi exploits during pumps show why institutions still prefer BTC/ETH You can have innovation. If security sucks capital stays in majors. Structure > narratives

@coinbase in talks to buy $25B stake in @Bybit_Official bringing offshore exchange into US market. SEC approved cross-margining letting hedge funds use $BTC ETF holdings as collateral for equity options. From MM perspective: infrastructure maturing faster than token markets Institutions can now use $BTC as collateral but 89% of altcoins still cant handle $100K orders without breaking. Build markets or get skipped when capital rotates 😬