💸 Metaplanet bought another 1088 BTC for $117.3 million at $107,771 per coin
As of June 2, 2025, Metaplanet holds 8,888 BTC, purchased for $829.7 million at an average price of $93,354 per bitcoin.
💸 Strategy purchased 705 BTC for $75.1 million at $106,495 per bitcoin
As of June 1, 2025, they purchased 580,955 BTC for $40.68 billion at an average price of $70,023 per coin.
😡 Ross Ulbricht Has Raised Over 11 BTC (Over $1.8 Million) From Selling His Prison-Time Stuff
His prison card for the period 2024-2025 went for 5.5 BTC
📈 Total number of transactions processed through Sui's L1 blockchain (2 years old) is approaching the level of Ripple's12-year-old asset
3,632,168 vs. 3,797,506
🔥 Macro & Market Pulse
Scenario (BTC price)
Probability
Rationale
Action
$90–105 k range (current)
40 %
Routine pull-back after a +50 % rally; no change in weekly trend.
DCA, run low-leverage grid-bots.
$95–100 k retest
30 %
Psychological “back-to-five-figures” bid + 50-W MA support ($94 k).
Scale bids; add protective puts on alts.
$75–90 k flush
20 %
Only if 50-W MA & Money-Line flip bearish.
Hedge core stack; short alts > β.
<$70 k capitulation
10 %
Requires macro shock and massive forced liquidations.
Prepare dry powder; look for 200-W MA swing-long.
Bottom line: pull-backs are still probability-weighted bear traps until the 50-week MA ($94 k) fails and the Money-Line prints red.
🏦 Macro Drivers to Watch
Catalyst
Date / Status
Trading Cue
Fed Chair Powell speaks (13:00 EST)
Today
Any hint of rate-cut timeline = bid risk; delta-hedge upside calls.
US debt-ceiling repeal chatter
Trump + Warren oddly agree
Perpetual QE narrative → structural tail-wind for BTC.
M2 vs. BTC gap
Still below regression line
Implies +30-40 % “catch-up” without new liquidity.
🟠 Bitcoin On-Chain & Treasury Flow
Metaplanet adds 17 m USD, becoming 10th-largest corporate holder.Jack Mallers’ 21Co raising to buy 1 m BTC (~5 % of supply).ETFs & treasuries hoovered 9 % of retail coins in 14 months → price +259 %. Model: every 1 % retail outflow ≈ 28 % spot upside.
⚙️ Trading Desk Playbook
Strategy
How to Execute
Why Now
Grid-Bot Accumulation (e.g. 105–90 k)
Futures grid, 3-5× lev, 50–70 grids
Buys dips / sells rips emotion-free.
Momentum Re-entry (HYPER, COOKIE)
Buy pull-backs to prior ATH breakout levels
Both retested and held; TVOL surging.
SOL “Money-Line Flip” Swing
Bid < $180 with stop $155; target $240
Still technically bearish; risk-reward skewed once weekly flips green.
Macro Hedge
Long BTC / Short TLT (UST 20-yr ETF)
Rising yields + stealth QE favour BTC.
🧑💻 Dev & Ecosystem Signals
Hyperliquid Breakout + retest of ~$33 ATH; exchange volumes > $250 m. Chain + EVM launching—aims to capture both Solana DJ users and ETH dev mind-share.Solana App Kit (React-Native) One-command scaffolding for mobile dApps—opens the door to iOS/Android-first roll-outs.Ethereum – Vitalik targets 10× L1 scale in 12 months; “breather” fork for account-abstraction & SS-withdrawals after that. Take-away: No relief to L2 liquidity-split problem until at least late-2026.
🏛️ Policy & Tax
Australia (from 1 July): 15 % tax on unrealised gains above AUS $3 m (≈ US $2 m) – politicians exempt.
Implications:
Tech founders & crypto holders face annual mark-to-market drain.Expect talent & capital flight; monitor NZ, Singapore, Vanuatu immigration queries.
🧭 Week-Ahead Checklist
Powell presser (Tues 13:00 EST) – position gamma for surprise dovish tilt.BTC Weekly Close – hold ≥ $100 k to invalidate deeper 0.382 fib.SOL weekly Money-Line – watch the $188 trigger.Hyperliquid volume – maintain > $250 m to confirm second-leg rally.Australian Senate vote – any delay = relief rally for AUS-based risk.
Stay nimble, size right, and let the bots buy your fear.
