Today’s Narrative - 📈Cautiously Bullish📈

Macros

• CPI Data is the key focus tomorrow, as this inflation report from the government is expected. Major banks predict inflation will stay the same or even increase, which could impact markets.

• Gold prices have reached a new record high. This often happens when investors are looking for safer investments during times of economic uncertainty.

• Meta stock (Facebook) has been going up for 16 days in a row. This shows strength in the traditional stock market.

• Tesla stock has dropped significantly, over 28% since December 18th, but interestingly, Tesla reported a substantial $600 million gain from their Bitcoin investments.

• New tariffs of 25% on steel and aluminum imports have been ordered by the U.S. government from all countries, a significant policy shift with potential global economic consequences.

Crpytos

• Altcoins were surging yesterday, with many rising by double-digit percentages after a period of little price movement.

• ETH/BTC ratio on a monthly chart is showing Ethereum may be very undervalued compared to Bitcoin. This is a rare technical signal that some traders watch closely.

• Ethereum is leaving exchanges in very large amounts. A historic 224,410 ETH flowed out of exchanges in a single 24-hour period (Feb 8-9), suggesting strong accumulation and reduced selling pressure.

• Litecoin ETF might be approved soon, according to Bloomberg ETF analysts who give it a 90% chance of spot ETF approval in 2025

• AI crypto coins are leading the current price increase, especially projects focused on AI agents.

• Pumpfun DEX launch could potentially challenge Raydium. Curretnly, 40% of Raydium’s revenue is coming from pumfun.

• $6 billion has flowed into the crypto market in the last week.

• MicroStrategy bought more Bitcoin. Michael Saylor's company purchased another 7,633 BTC for $742 million, continuing its aggressive Bitcoin accumulation strategy.

• Metaplanet plans big Bitcoin buy. Publicly traded Metaplanet aims to acquire 21,000 BTC worth $2 billion by 2026.

• Bitcoin ETFs are buying more BTC than is mined. Bitcoin ETFs have acquired 55,896 BTC in 2025, while only an estimated 16,200 BTC have been mined, which could lead to a supply shortage and potentially higher prices.

• US states considering Bitcoin. 21 US states are reportedly exploring or introducing legislation to invest in Bitcoin, showing growing mainstream acceptance at the state level.

• Altcoins may have bottomed out. Technical charts for many altcoins suggest potential local capitulation, hinting at possible price reversals.

• Ethereum gas fees are very low. Average gas fees on Ethereum have dropped to approximately $0.04 per transaction, reaching a 5-year low, making the network more affordable.

• Large amount of ETH moved off exchanges. A record amount of approximately 224,410 ETH was moved off exchanges in a 24-hour period, a historic outflow event.

• $B3 project valuation. The $B3 project on Base blockchain is trading at a Fully Diluted Valuation of approximately $605 million, demonstrating significant market interest in new Base projects.

• Saudi Arabia invests in AI. Saudi Arabia has committed $14.9 billion to Artificial Intelligence through global tech partnerships, a massive investment in the AI sector.

Our Stance

The market is at an interesting juncture. We're seeing a welcome resurgence of energy, particularly in altcoins and the AI sector, suggesting a potential shift in short-term momentum. While encouraging, this bounce arrives just ahead of key CPI data, which casts a shadow of uncertainty. Ethereum's on-chain metrics and ETF developments offer intriguing longer-term bullish signals, but immediate volatility is highly likely. Given this backdrop, our strategy remains cautious but opportunistic. While names like $AI16Z, $FARTCOIN, and $GRIFFAIN are capturing attention, remember the golden rule: don't chase pumps. Tomorrow's CPI release is the major event to navigate – we strongly advise against aggressive scalping during what could be a whipsaw day. Instead, focus on observing market reaction post-CPI to inform your next moves.

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📈Bullish📈

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• However, experts caution that one week of gains is not a recovery trend yet.

• For real signs of strength, keep an eye on trading volume and big investor (whale) moves.

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