NekoZz

🐋 WHALE WATCH: 1. The DeFi institutional dream just took a massive hit.
MEV Capital’s AUM has imploded by 80% in just four months—crashing from $1.5B to $300M. This isn't just a "bad quarter"; it’s a full-scale liquidation event.
2. What happened ?
It all traces back to October 2025. The deUSD (Elixir) depeg triggered a "industrial catastrophe." Automatic liquidations across protocols led to $10M+ in direct losses.
3. The numbers are brutal:
Gross Revenue: $10.6M (Q1 '25) => $804k (Q1 '26).
That is a 92% drop in revenue.
Earnings ? Down to a mere $99k last quarter.
4. The fallout:
CEO Laure

🐋 WHALE WATCH:Ethereum’s ($ETH) Quantum Roadmap is the ultimate "Zero-to-One" moment.
Standard ECDSA signatures are 3000 gas. Quantum-resistant ones? Massive.
If we did it the "old way," the chain would grind to a halt.
The solve:
=> Native Account Abstraction
=> 1D PeerDAS (Conservative scaling > Broken scaling)
=> Recursive proof aggregation in the mempool
We’re moving toward a world where 1,000+ heavy quantum proofs get compressed into a single STARK before they even touch a block.
The overhead ? Static.
The security ? Infinite.
The FUD ? Irrelevant.

🐋 WHALE WATCH:Self-custody is no longer "unspendable."
MetaMask just dropped their Mastercard partnership in the US. Huge win for the ecosystem:
1. True Self-Custody: You keep your keys and your assets until the point of sale. No pre-loading a custodial account.
2. Onchain Rewards: Cashback paid directly in $mUSD.
3. Network Support: Linea, Base, and Solana.
+2
The "MetaMask Metal Card" is the new flex for the onchain native. This is how you bridge the gap without the middleman.

🐋 WHALE WATCH: The $LUNA / $LUNC "Death Spiral" wasn't an accident—it was a hit job.
Terraform Labs suing Jane Street for insider trading is the biggest plot twist of 2026. "Bryce’s Secret" chat? Front-running the de-peg?
Wall Street elites exploited the code to nuked retail for billions. The evidence is out, and there’s nowhere left to hide.
Karma is a $LUNC. See you in court.

🐋 WHALE WATCH: The capitulation we needed ?
Looking at the 1D chart, $BTC has remained respected within this macro descending channel since October. We just witnessed a brutal rejection from the mid-line, leading to this flush toward the $35k-$40k support zone.
Historically, these vertical flushes exhaust the bears. Watch for a reclaim of the dotted median line as the first sign of a reversal. Until then, patience is a position.
Stay disciplined.

🐋 WHALE WATCH: BlackRock is hungry and $ETH is on the menu.
Another $31.3M added to the iShares vault yesterday, contributing to a total $157.2M inflow day. We are witnessing a massive supply sink in real-time.
Imagine selling your $ETH to Larry Fink at these prices. The supply shock is going to be legendary. Don't let them shake you out.

🐋 WHALE WATCH:Total liquidations hit $466.9M in the last 24h—predominantly late short positions.
We just saw a massive derivative flush that cleared the over-leveraged bears. With the funding rates resetting, the path of least resistance is looking much cleaner.
Don't get caught on the wrong side of the squeeze.

🐋 WHALE WATCH: My eyes hurt from all this GREEN.
=> $DOT +22.7%
=> $FIL +21.1%
=> $APT +20.2%
The altcoin season we’ve been waiting for is finally hitting the "Vertical" phase. Most of you will still wait for another 50% pump before entering. Don't be that person.
Which bubble is popping next? Drop your bags below.

🐋 WHALE WATCH: $MSTR shorts are literally paying to stay poor at this point.
Most shorted stock in the world vs. the largest corporate holder of $BTC. I know which side I’m on. Michael Saylor isn't trapped in here with you, YOU are trapped in here with HIM.
Squeeze them into the stratosphere.

🐋 WHALE WATCH: $SOL is entering a high-probability "Make or Break" zone.
The 4H wedge is reaching maximum exhaustion. We are seeing a classic volatility squeeze at the Critical Point.
=> Bull Case: Clean break and retest of $82 targets the $97-100 macro resistance.
=> Bear Case: Failure to hold the $78 support level opens the door for a retest of $68.
Manage your risk. The trend defines itself at the breakout, not before.

🐋 WHALE WATCH: $BTC Plan:
1. Sweep the $61,500 longs.
2. Squeeze the $65,000 shorts.
3. Reset the sentiment.
The liquidity clusters don't lie. Most are looking up, but the smart money wants the cheap entries first.

🐋 WHALE WATCH: Everyone’s panicking because $BTC isn’t tracking Gold anymore.
Good.
The negative correlation flip isn't a failure—it’s an evolution. Bitcoin is outgrowing the "store of value" label and becoming a pure liquidity barometer.
The old playbook is dead.

🐋 WHALE WATCH: $ETH: Pavel Durov is now being hunted by both the West AND the East.
=> France arrested him in '24.
=> Russia charging him with "abetting terrorism" today.
The crime? Not giving up the keys. This is why we build decentralized. This is why $TON and sovereign tech matter.
They can't stop the signal.

🐋 WHALE WATCH: Tonight’s SOTU: Middle East & Global Supply Lines.
Strategic markers for the 9 PM ET address:
=> Iran Escalation: With two carriers in the region, watch for red lines regarding the Strait of Hormuz drills.
=> "Board of Peace": Can the administration convert military buildup into a Geneva breakthrough?
=> Energy Impact: Any mention of "Rough Rider" operations could send Brent Crude into a tailspin.
Volatility is priced in, but "regime change" rhetoric remains the tail risk.

🐋 WHALE WATCH: $ETH: The Programmed Recovery.
1. Verified Support tapped.
2. 2024 Fractal confirmed.
3. MACD Divergence forming.
We are currently in the "Accumulation Box" before the $3,300+ breakout. If you missed the run in late 2024, the market just handed you a time machine. Position accordingly or watch from the sidelines.
Send it.

🐋 WHALE WATCH: C.R.O. IS GOING NATIONAL!
just secured conditional approval for a US National Bank Charter. They are officially one step away from becoming a "Crypto Bank" under federal law.
First the Arena, now the Bank. The vision is becoming reality.
Fortune favors the brave... and the regulated.

🐋 WHALE WATCH: $40 BILLION. Wiped.
Turns out it wasn't just "bad code"—it was allegedly Jane Street dumping $UST on your heads using secret info.
The Terraform estate is finally dragging them to court. While retail lost their life savings, the big boys were allegedly front-running the exit door in private group chats.
Absolute insanity. The "Smart Money" just got caught playing dirty.