Welcome back to the Daily Coinsauce Newsletter! Let’s dive into today’s updates—there’s a lot to unpack!

📅 Today

Reversal Soon?

The crypto Fear and Greed Index has fallen to its lowest level since June 2022's DeFi collapse - even lower than during the FTX collapse.

Historically, such extreme negative sentiment has consistently preceded short-term market reversals.

We believe a local bottom is forming, with a price bounce likely imminent. The bull market structure remains valid as long as Bitcoin holds above $70,000.

BTC ETF’s Continue To Sell!

Another $754 million was withdrawn from spot Bitcoin ETFs during yesterday’s trading session, bringing the total outflow to over $2.4 billion in less than a week.

The primary reason is the decline in the CME futures premium (basis dropped to ~4%), making cash-and-carry arbitrage strategies less attractive - especially since comparable returns (~4.3% annually) are now offered by risk-free 10-year U.S. Treasury bonds.

Of course, the ByBit hack and failed votes played a role, but the core issue lies in cash-and-carry strategies among professional traders.

Net ETF outflows, trade wars and the Bybit hack have all seemingly contributed to the prevailing negative sentiment in crypto, and BTC’s crash to $82,000.

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🌎 Other News

• SEC Ends Investigation Into Gemini.

• BlackRock’s IBIT Logs Record-Breaking Outflows

• Nvidia Rides AI Boom to Record Revenue

• First Solana ETFs now registered on DTCC platform

• Bank of America to Launch Stablecoin After Congress Acts

📕 Educational

The biggest Bitcoin capitulation since August 2024 - Is the bottom in?

After a significant drop in the last 24 hours, novice investors made the biggest capitulation of 2025, distributing more than 79 thousand BTCs at a loss.

In addition, a total of more than US$ 1.7 billion in coins were distributed at a loss on the 25th, being the biggest capitulation since August 5th.

The last capitulation of this magnitude occurred when Japan raised its interest rates, causing a mass deleveraging process in the global market.

This systemic drop also marked the bottom of that period of lateralization and the price began to reverse from that moment until reaching $100k in December.

Although it is impossible to say with total certainty that we will not have more drops, the current values ​​already present opportunities that occur rarely in the medium-term structure.

Source : CryptoQuant

📊 Stat of the day

🤣 Meme of the day

That concludes our update for today!

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Disclaimer: None of the content shared in the newsletter is financial advice. Always do your own research and analysis before investing.