AlanRogers

TRUMP:
“We have more oil than the next two largest producers combined.”
Energy dominance narrative is back.

Markey Snapshot
$BTC: $72700
$ETH: $2230
Crypto MC: $2.54T
Bitcoiners debate Iran using BTC for oil tolls to bypass sanctions.
A user lost $386,300 in $USDT after sending funds to a spoofed address from a poisoned transaction history, be careful and always double-check addresses.
Grayscale listed over 30 digital assets, including $TON, $JUP, $HYPE, $ENA and $TRX, as under consideration for future investment products in Q2 2026.
US M2 money supply rose 4.8% year over year in February to a record $22.6 trillion, marking its 24th consecutive monthly increase.
Wholesale used vehicle prices rose 4.

Covenant AI just blew up the $TAO ecosystem.
They sold 37,000 $TAO worth $10M+ and walked out the door
the damage in 12 hours:
$TAO -27%
$GRAIL -68%
$BASILIC -62%
$MINOTAUR -34%
$TPLR -27%
$TARGON -27%
$TRAJECTORY -26%
$900M wiped from market cap
$9M in TAO longs liquidated
and on the way out they called Bittensor a "decentralized theatre".

Not a single red candle in the top 10 today.
The market is healing.
ETF flows on Apr 9:
BTC: +$358M
ETH: +$85M
Capital continues to concentrate at the top. stay positioned 🫡

Crypto added roughly $120B in market cap following Trump’s two-week ceasefire announcement.
Geopolitics → sentiment → capital flows.
That’s the game.

How 12 months can change and man best before and after ever

Bitcoin sharks and whales are taking heavy losses.
Realized losses now exceed $200M/day (7D SMA) as BTC pulls back from its highs.

ETF flows turning positive as price ticks higher.
March 31 inflows:
BTC: $117.63M
ETH: $31.17M
Early signs of demand stepping back in.

$102.5M in unlocks this week.
$SUI alone: $47.19M.
Fresh supply entering — watch how price reacts.

Ethereum finally breaks the streak.
+1.33% in March after two months of heavy losses.
The question now: does this recovery extend into April?