Nexo

Nexo returns to the United States. The official relaunch is being executed with regulated partners, providing a U.S.-compliant framework for our investment and credit product offerings. 🧵

A lighter week on the data calendar, though key inflation and growth releases across the U.S., Europe, and Japan could still move crypto markets: 🇺🇸 PPI (MoM & YoY (Mar) – Tue, Apr 14, 12:30 UTC 🇬🇧 UK GDP (MoM) (Feb) – Thu, Apr 16, 06:00 UTC 🇪🇺 Eurozone CPI (YoY & MoM) (Mar) – Thu, Apr 16, 09:00 UTC 🇺🇸 Philadelphia Fed Manufacturing Index (Apr) – Thu, Apr 16, 12:30 UTC 🇺🇸 Initial Jobless Claims – Thu, Apr 16, 12:30 UTC 🇯🇵 Japan National CPI (MoM & YoY) (Mar) – Fri, Apr 17, 23:30 UTC

Top five stats: ▪️ $210K: Won by a solo Bitcoin miner with 0.00002% of network hashrate this week. ▪️ 1,600 blocks: All that stands between now and the halfway point to Bitcoin's next halving. About 11 days away. ▪️ 40K ETH: Bitmine's latest buy, worth ~$82M, pushing its holdings to 4.7M ETH to target 5% of total supply. ▪️ $180B: Stablecoin value on Ethereum, 60% of total supply and up 150% in three years. ▪️ $60K: Saylor's estimated BTC floor, with forced sellers exhausted and demand steadily rebuilding.

Nexo is at MRC London. Our Fraud and Chargeback Manager Mihail Kirov joins payments and risk leaders at one of Europe's top fraud prevention conferences. DM us to connect on-site.

US spot Bitcoin ETFs flipped positive in March – $1.32B in net inflows, the first positive month since October 2025. Institutions viewed the $66K-$68K range as an entry point. Leverage has reset, implied volatility has softened, and spot demand is picking up. April is already adding to the momentum – $471M in ETF inflows on April 6 alone.

Bitcoin and crypto have shown stability in the first days of Q2. What's the largest factor that could drive further recovery of digital assets?

U.S. CPI comes out below the 3.4% expectation, but the headline tells a narrow story. Gasoline posted its largest single-month surge on record (+21.2%), driven by a global oil supply disruption. Energy accounted for ~75% of the monthly move. Core CPI is at a calm 2.6% YoY – right on the Fed's target. Post-print, rate markets are unanimously expecting the Fed to hold rates steady in April, meaning no policy shock. One supply-driven spike doesn't rewrite the macro picture. For now the underlying trend favors risk-on assets.

In the full article, we also cover what DeFAI means, how this shift affects ordinary crypto holders, and what to keep in mind before delegating execution to an agent. Full breakdown in the blog - link in first tweet.

The difference between trading bot & AI agent. A bot follows fixed rules. An AI agent reasons. Give it a goal like "maximize yield while reducing volatility exposure" and it figures out how to get there, reading data, making decisions, and executing, continuously, without you managing each step.

AI agents that trade crypto on your behalf are no longer theoretical. The technical standard making it possible is called MCP (Model Context Protoco). We are breaking down what Model Context Protocol is and what it means for crypto holders in our blog post. nexo.com/blog/what-is-m…

Read the full analysis. 🔗 coindesk.com/markets/2026/0…

A disconnect is emerging between Bitcoin market positioning and analyst expectations ahead of Friday's CPI. In @CoinDesk, Nexo Dispatch Editor Iliya Kalchev shares his read on what the numbers could mean for Bitcoin's next move.

The data reflects that shift. Bitcoin ETFs pulled $1.32 billion in net inflows in March, while gold ETFs shed $2.92 billion. On 6 April alone, another $471 million came in. ETF analyst James Seyffart said it plainly: Bitcoin ETFs will surpass gold ETFs in total AUM. The floor is holding. The tailwinds are building.

A March NFP of 178,000, three times the consensus, gives the Fed less reason to cut. Oil above $115 is pushing inflation expectations higher. The Fed has every reason to hold. Bitcoin has absorbed all of it. The floor isn't holding by accident: institutions have been positioning ahead of policy shifts since spot ETFs launched in 2024. By the time a Fed pivot is consensus, Bitcoin has already moved.

Bitcoin has spent five weeks inside the $65K–$73K range through a strong jobs report, oil above $115, and the most challenging sentiment in months. It hasn't broken. That is the story. 🧵

@cryptoquant_com @MorenoDV_ The pattern repeats. Stress phase, then opportunity. Long-term view has never been wrong about that sequence.

Bitcoin’s Stress Cycle Is Ending — But Not Yet Reversing “Risk remains present... But for investors with a cycle-aware framework, the data suggests we are closer to the beginning of an opportunity than the end of one.” – By @MorenoDV_

@BitcoinArchive Low Sharpe ratio phases tend to be where long-term positioning gets built.

Bitcoin’s Sharpe ratio just hit a level where major rallies have started. Reversal loading.

@BitcoinArchive The most predictable monetary policy ever written.

Bitcoin: only 987,181 BTC left to be mined. Fiat: infinite supply left to be printed.

@Cointelegraph Record stablecoin supply on-chain. The question is what it deploys into.

🔥 BULLISH: Stablecoin supply on Polygon has hit an all-time high of $3.6 billion, per Artemis.

@Cointelegraph On-chain activity tends to lead price. Worth watching closely.

🔥 NOW: Wrapped Ethereum ($WETH) hit its highest network activity of the year, with 32,058 new wallets (16x average) and 46,650 active wallets (3x average), per Santiment.