The three-day $1B bid is gone.
What level are you watching?
BTC failed at $84K again and is back near $80.5K heading into the weekend.
Thursday's ETF print changed the picture: −$636M. That wiped out Wednesday's +$525M in a single session.
IBIT led the outflows at roughly −$254M, followed by Fidelity at −$218M and ARKB at −$109M.
Friday added another −$138M, mostly from BlackRock (−$110M) and Fidelity.
Here's where the week stands:
• Monday–Wednesday: +$1.07B
• Thursday–Friday: −$774M
• Net weekly flows: roughly +$300M
• BTC: rejected around $84.2K–$84.8K, now near $80.5K–$81K
• ETH: ~$2,360–$2,370
• SOL: ~$101–$102
• XRP: ~$1.28–$1.29
Liquidations during the pullback reached roughly $300M–$400M, mostly from longs. Still, nothing like the earlier flushes.
Now the $79.8K–$80.4K support zone from mid-October is back in play.
This has been the pattern all month. A few strong inflow days, followed by selling that gives back much of the progress.
BlackRock and Fidelity both bought on Wednesday. Both recorded outflows on Thursday.
BTC has also failed to clear $84K multiple times.
Holding $80K into Monday keeps the mid-October low in play as support. Losing it while ETF flows remain weak could push BTC below the current range, with September buyers still sitting above price.
Monday's ETF print is the next number I'll be watching.
Wen BTC 90k?
Over $1B has flowed back into Bitcoin ETFs in three days.
BTC is still struggling to reclaim $84K.
That gap between ETF demand and price is worthy of note.
Wednesday brought $525M in inflows:
• IBIT: $235M
• FBTC: $213M
• Other funds also finished green
Tuesday added $23M, following Monday's $527M.
The three-day total is roughly $1.07B, nearly erasing October's early outflows.
ETH ETFs also turned green, bringing in $15M after five straight days of outflows.
Meanwhile:
• BTC: $82K–$84K
• ETH: ~$2,450
• SOL: ~$106
• XRP: ~$1.36
Liquidations remain relatively quiet. Shorts were squeezed during the move up, but there hasn't been a major flush.
One encouraging sign is that Wednesday's buying was broader, with both BlackRock and Fidelity recording strong inflows. Monday's move was much more concentrated in IBIT.
Still, BTC has been rejected around $84K multiple times.
Until it reclaims that level and holds while ETF inflows continue, this looks more like a recovery from October's outflows than the start of a new range.
Thursday's ETF flows are the next thing to watch.
More inflows alongside a sustained move above $84K would strengthen the recovery case. Weak or negative flows could leave the bounce struggling for momentum.
CáiFù〽️ retweeted
everyone’s going offshore.
even the memes. 🏝️
meet $WAGO, where the HQ is a rock, the CFO is a parrot, and the sheriff can’t swim.
but this island isn’t just a ticker and a profile picture.
there’s an offshore passport to claim, aviators to wear, and an entire cartoon universe waiting to be built.
Wall Street had its own rules.
we brought a parrot. 🦜
Board the ship early
Follow X : @wagooffshore
I would personally add worthy chads to the community where the best of the experience is gotten and soon enough a drop.
🏝️ wagooffshore.com
🤝 Paid partnership
CáiFù〽️ retweeted
𝗜 𝗛𝗔𝗩𝗘 𝗔 𝗦𝗧𝗢𝗥𝗬 𝗧𝗢 𝗧𝗘𝗟𝗟. 🕷️
A story about how the world had me believing that life was simple.
Read your books.
Get good grades.
Land a good job.
And somehow… everything would fall into place.
But what happens when you realize there's more to life than the story you were told?
I've got a lot to say about that.
But we'll save it for another day. 👀
FOR 𝗧𝗢𝗗𝗔𝗬, WE'RE TALKING ABOUT SHIFT.
🧩 What exactly is SHIFT?
SHIFT (@ShiftRWA) is a platform on Solana that offers tokenized exposure to financial products linked to stocks and ETFs through its Series tokens.
💰 How can you potentially profit?
If your chosen token moves in the direction you anticipate, you could profit.
But don't get it twisted. Leverage can magnify your losses, too. This isn't guaranteed money.
⚠️ And what could go wrong?
Leverage can amplify losses. Daily resets can affect long-term performance. Market volatility, liquidity issues, and technical risks are all part of the picture.
Know what you're getting into before you put your money in.
Still have questions after watching the video?
Slide into my DMs. Let's break it down together. One-on-one. 😉
𝗢𝗡𝗘 𝗟𝗔𝗦𝗧 𝗧𝗛𝗜𝗡𝗚…
This video isn't perfect.
I've replayed things in my head, questioned myself, and spent several nights working on it.
It kept me up for days.
And honestly?
I believe it's worth your time.
Not because it's flawless.
But because I put a piece of myself into making it.
And maybe that's what starting something new looks like: showing up before you feel ready.
So, if you watch it, tell me what you think.
Tips? I'll take them.
Encouragement? I'll appreciate it.
Constructive criticism? I'll learn from it.
Just remember…
BE NICE TO YOUR FRIENDLY NEIGHBORHOOD SPIDEY. 🕷️❤️
CáiFù〽️ retweeted
Will be having a lot of paid promos post tomorrow.
Please support frens, see y’all tomorrow goodnight
CáiFù〽️ retweeted
Imagine building a business to solve a real problem, but spending millions every year just to keep the infrastructure running.
how much time and money would you have left to actually improve your product?
That's the question @datafdn had to confront as Trace grew to nearly 300 million data contributions.
by joining @SuiNetwork, with @WalrusProtocol providing verifiable storage and Seal enabling secure access control, DATA can focus more on what Trace was built to do: track data origins, verify usage rights, and help ensure AI training data is properly licensed.
because AI shouldn't just be about having more data. it should be about knowing where that data came from and whether it's actually allowed to be used.
CáiFù〽️ retweeted
Hey @Enter_Elysium 👋
Stock Pocks have found their home.
1666 Circuit Clan Stock Pocks will be minted
Circuit clan collect fees in Hype and each Pock minted adds to the liquidity pool!
Play for free now: stockpocks.com
CáiFù〽️ retweeted
They’ll definitely win because DeFi figured out how to move money on-chain but tokenization is pushing the question further:
what else can move on-chain?
the opportunity isn’t just trading digital assets, it’s expanding what people can actually access through blockchain.
That’s the shift worth paying attention to with RWA.
A concrete supplier can be paid in seconds. Proving the concrete met the specification can take 28 days.
Engineering taught me to see the dispute hiding in that gap: paperwork can confirm delivery while the evidence is still incomplete.
Imagine an AI agent releasing payment once a delivery ticket is uploaded. The invoice matches the signed delivery note, but the strength test later fails. Did the agent pay too early, or was delivery enough to fulfil the contract?
A deterministic rule can check the ticket, amount and date. It cannot, on its own, weigh the specification, test certificate and site records to decide whether the supplier met the contract.
@GenLayer’s independent AI validators each assess the evidence before joining a collective verdict. Adjudication takes minutes and costs far less than litigation.
That gives the smaller party an affordable way to challenge a bad outcome without a courtroom budget. Access to review is the real upgrade.
Without clear strength and testing requirements, even careful validators have a weak foundation.
You are the validator: how do you weigh the delivery note against the failed test, and who bears the loss?
#JusticeNeedsAnUpgrade
Slow. Expensive. Wrong.
It's been this way for centuries. It doesn't have to be.
#JusticeNeedsAnUpgrade
CáiFù〽️ retweeted
Replying to @uselamacard
bruh, I’ve been checking out Lamacard and I’m genuinely impressed with what you guys are building 😭
I’ve worked with a similar project before, so I’m familiar with the space, but there are a few things about Lamacard I’d love to understand better.
I’ve got some questions, especially around X subscriptions, and a couple of ideas I’d love to share with the team.
would love to connect if you guys are open to it
CáiFù〽️ retweeted
GM CT 🖤.
Some mornings are for moving.
Others are for reflecting, resetting, and planning the next move.
Either way, we keep building.
Can I get a GM back . 💐🤓
CáiFù〽️ retweeted
If you’re yet to check out @Changer_Plus you’re missing out
Just got my profile set up
A wallet has one job at the start. Money arrives, and you see it.
I set up my @Changer_Plus + wallet earlier this month.
The next day,I sent 10 USDC straight up, and the app said “received successfully.”
Simple, and that's what I want from a first test.
It's a self-custody stablecoin wallet, so the keys stay with you.
If you hold USDT or USDC, give it a go. Set up a wallet and see how it feels for yourself.
If you’re yet to check out @Changer_Plus you’re missing out
Just got my profile set up
A wallet has one job at the start. Money arrives, and you see it.
I set up my @Changer_Plus + wallet earlier this month.
The next day,I sent 10 USDC straight up, and the app said “received successfully.”
Simple, and that's what I want from a first test.
It's a self-custody stablecoin wallet, so the keys stay with you.
If you hold USDT or USDC, give it a go. Set up a wallet and see how it feels for yourself.
CáiFù〽️ retweeted
Created this Masterpiece for @0xCyberThrone i hope you like this
Enjoy the music and video
I will love if i can get a Wl ?
CáiFù〽️ retweeted
That’s spot on. Finance is evolving beyond moving money digitally and the real shift is making real-world value more accessible, transparent, and programmable through blockchain infrastructure.
That’s where real-world asset tokenization becomes an important part of the conversation.

























