Chiara_Valentini

@KobeissiLetter Where can i find more your analysis?

This is unusual: The S&P 500 has now seen 29 trading days where the index moved opposite to overall market breadth, the most through the first 93 trading sessions of any year on record. In other words, on many days when the S&P 500 closed higher, more stocks actually finished lower than higher, and vice versa when the index closed down. This is also the 2nd year on record with more than 20 such sessions through this point in the year. This comes as only 10 stocks have accounted for ~70% of the S&P 500’s 16% gain since the March 30th bottom. At this pace, the market will experience 79 sessions like this until the year ends, setting an all-time high. By comparison, the current full-year record is 57 trading days seen in 2024 and 2025. A handful of tech stocks are driving the entire market.

🚨 THE US BOND MARKET IS COMPLETELY MELTING DOWN RIGHT NOW. The US 30-year Treasury yield just spiked to 5.186%, its highest level since July 2007. The US 20-year Treasury yield just hit 5.205%, the highest since November 2023. The US 10-year Treasury yield surged to 4.663%, the highest since January 2025. The US 2-year Treasury yield jumped to 4.110%, the highest since February 2025. Mortgages, credit cards, auto loans and business borrowing costs are all about to get even more expensive.

Network activity has historically been one of the strongest signals for detecting shifts in market structure. According to Glassnode’s data, Bitcoin network growth is now approaching levels that previously coincided with local bottom formations and improving market conditions. One important detail:price often reacts after on-chain activity starts recovering, not before. That’s why monitoring network participation matters. The market structure underneath the chart is often more important than short term volatility itself.

Gentle reminder: coverage, quality, and depth aren't interchangeable. benchmarking against competitors shows you the gap, benchmarking against the industry average shows you how deep it goes.

Bitcoin Open Interest just posted its strongest increase of 2026. According to CryptoQuant, derivatives activity is accelerating again across major exchanges, with Binance, Gate.io and Bybit leading the move. This suggests risk appetite is returning to the market. At the same time, rising leverage can also increase short-term volatility and sensitivity to liquidations. A phase worth monitoring closely. 👀 #Bitcoin #BTC #CryptoMarkets #OpenInterest #Derivatives #MarketStructure

Stablecoins have been one of the loudest undercurrents in CT this past month → DeFi & Yield: Lending protocols, vault yields, and APY comparisons are the single biggest driver of crypto conversation right now → Security & Hacks: Inflated by the KelpDAO/Aave cascade exploit in late April one event absorbed an outsized share of engagement → Regulation: The CLARITY Act's Senate markup on May 11 is keeping this elevated → RWA & Institutional: Quieter than the others but real: tokenized treasuries, bonds, and institutional rails are a steady undercurrent → Payments & Adoption: Smaller than expected given the Stripe/DoorDash narrative suggests it's being driven by a small number of very high-signal accounts rather than broad community discussion → Cross-chain infrastructure and AI agents are both growing narratives worth watching separately

@OfficinaDefi @BitcareForum Impossibile mancare!

Officina DeFi è partner di @BitcareForum 👉Il 23 Maggio va in scena a Brescia, presso il Teatro Clerici, il principale appuntamento dedicato solo a Bitcoin in Italia. 👉Mercoledì 6 alle ore 19.30 faremo una chiamata sul nostro gruppo telegram insieme a Gigi Turla, responsabile dell' evento, per conoscere il dietro le quinte e quello che ci aspetta! 👉Tra i partecipanti ci saranno dei fortunati che vinceranno biglietti omaggio. Non mancate! t.me/officinadefi

@OfficinaDefi @AZVerseEurope Che vinca il migliore 🔥

@AZVerseEurope , il perpdex di Arbitrum che si sta facendo conoscere fa un piccolo regalo alla nostra community: Dal 1 al 8 maggio si apre una challenge reale: Vince chi ottiene il PNL più alto su AZverse. 💰 Premi: 1° → 100 $USDT 2° → 50 $USDT 3° → 20 $USDT 📌 Come partecipare: 👉 Connetti il tuo wallet su AZverse col nostro link 👉 Fai uno o più trade su AZverse, il nuovo Perp su Arbitrum Ai tre vincitori saranno accreditati direttamente gli usdt La parte bella? Non contano né dimensioni né volumi. Anche con un trade di pochi dollari potresti scalare la classica e vincere 100 usdt✔️ La parte bellissima? Puoi partecipare anche con più wallet e provare più strategie✔️✔️ 👉Non aspettare altro app.azverse.xyz/en/referral/XD…

Bitcoin ETF flows are inflecting, and the context matters. After sustained outflows in Jan–Feb, April shows a consistent return of net inflows, aligning with the rebound from ~$65K. At the same time, supply continues to concentrate in stronger hands, while recent moves are increasingly supported by spot demand rather than leverage. The ~$80K area remains a key level, as it reflects the short-term holder cost basis. Reclaiming it could strengthen the current structure, while rejection would confirm ongoing distribution pressure. Institutional flows are turning, but follow-through will define the trend. #Bitcoin #ETF #CryptoMarkets

@CoinbarOfficial Non è detto che la storia si ripeta, ma la storia insegna

“Bitcoin outperformed both the stock market and gold in the last 7 financial crises.” If this pattern holds, what does it imply for the next cycle?🔥

17 U.S. states are moving toward Strategic Bitcoin Reserves 🇺🇸 While federal approval is still pending, 3 states have already approved it and 17 more are in progress. New Hampshire, Arizona and Texas are already buying $BTC. This isn’t just adoption. It’s structural demand. #Bitcoin #BTC #Crypto #Adoption #Macro

@CoinbarOfficial @glassnode Let’s go!

Miners have stopped distributing. According to @glassnode the Miners’ Position Index has remained in negative territory since February 2026, signaling no meaningful selling pressure from miners. At the same time: whales accumulated over 270,000 BTC exchange reserves dropped to ~2.67M BTC Supply is tightening from multiple fronts while demand remains resilient. A setup worth watching closely

@OfficinaDefi @greencartai L’ho provata è una bomba!

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According to CoinGlass, structured bid clusters are forming below price. Key question now is whether these levels will hold when tested. Price reaction around these zones will be critical to assess if this is real support or just resting liquidity. Do you see this as strong support or temporary positioning? #BTC #Bitcoin #Crypto #Trading

Stablecoin market cap just reached a new ATH at ~$320B. Liquidity is expanding across the system, not contracting. More capital on-chain means more capacity for trading, leverage, and execution. Follow us for more insight and analysis. #Stablecoins #Crypto #OnChain

📊 Bitcoin – probability of loss by holding period According to Bitwise, the probability of loss for Bitcoin declines significantly as the holding period increases. Short-term: 1 day: 47.1% 1 month: 43.2% 1 year: 24.3% Long-term: 3 years: 0.7% 5 years: 0.2% 10 years: 0.0% Longer holding periods are associated with a materially lower probability of loss. #Bitcoin #BTC