Friday, May 01, 2026

market intelligence

12 data sources · automated briefing

morning edition updated 06:55 BKK vol. I · no. 121
BTC
$76,300
▲ +0.65%
ETH
$2,257
▲ +0.07%
SOL
$82.98
▼ -0.05%
F&G
29
Fear
VIX
16.9
S&P
719
GOLD
$424

Bitcoin Holds Steady at $76,300

VIX at 16.9 · real rates restrictive at 1.18% · Fear & Greed at 29

Sentiment neutral at 29. Tape waiting for a catalyst. Real rate at +1.18% (restrictive). Yield curve post-inversion normalization. HY spread at 2.82% — credit markets pricing complacency. Positioning divergence: ETH: retail 68% long vs whales 54% long. SOL: retail 75% long vs whales 65% long. Capital rotating into Aave V3.

technical analysis

Signal Dashboard

Asset Signal Conv. RSI 1h RSI 4h 24h
BTC neutral
50
52 46 ▲ +0.75%
ETH neutral
42
47 42 ▲ +0.25%
SOL neutral
62
47 41 ▲ +0.00%
ATOM neutral
37
41 37 ▼ -2.02%
INIT neutral
55
47 49 ▲ +0.33%

derivatives

Futures Positioning

BTC OI: $7.3B · flat
Retail
47%
53%
Whales
44%
56%
ETH OI: $4.5B · flat
Retail
68%
32%
Whales
54%
46%
⚠ notable divergence (retail: 2.08, whales: 1.19)
SOL OI: $798.2M · flat
Retail
75%
25%
Whales
65%
35%
⚠ notable divergence (retail: 3.01, whales: 1.88)

↗ shifting long — crowd getting greedy

federal reserve

Macro Intelligence

Post-Inversion Watch

Real Rate1.18% (restrictive)
Yield CurvePost-Inversion Normalization
HY Spread2.82%
Unemployment4.3%

Dalio framework · Real rate = Fed Funds (3.64%) − Breakeven (2.46%)

Indicator Value Change
Fed Funds Rate 3.64% +0.00
10Y-2Y Spread 0.52% +0.02
Breakeven Inflation 2.46% +0.00
Unemployment 4.3% -0.10
Trade-Weighted USD 118.7294 +0.01
HY Spread 2.82% -0.03

Market Sentiment

29
Fear

0 = extreme fear · 100 = extreme greed

Market Overview

Total Market Cap $2.6T
BTC Dominance 58.1%
ETH Dominance 10.4%
10Y Yield 4.39%
Gold $424

Key Signals

⚠ ETH: notable divergence (retail: 2.08, whales: 1.19)
⚠ SOL: notable divergence (retail: 3.01, whales: 1.88)
↗ SOL retail shifting long — crowd getting greedy

Prediction Markets

MegaETH market cap (FDV) >$2B one day after launch?

24% Yes · Vol: $1.5M

MegaETH market cap (FDV) >$1.5B one day after launch?

79% Yes · Vol: $1.1M

Trump out as President before 2027?

13% Yes · Vol: $836,625

US x Iran permanent peace deal by May 31, 2026?

18% Yes · Vol: $721,865

on-chain flow

DEX Activity & Trending Pools

trending pools

ACN / USDT 0.01%
eth · $904,612 ▲ +16.23%
disbelief / SOL
solana · $488,170 ▲ +80.97%
agentic / WBNB
bsc · $148,930 ▲ +2.96%
Wish / SOL
solana · $15.6M ▲ +892.34%
Ayylien / WETH
eth · $141,465 ▲ +15.46%

defi tvl — top 8

Binance CEX $153.1B +0.24%
OKX $25.2B +0.04%
Lido $20.6B -0.98%
Bitfinex $18.8B -0.05%
SSV Network $16.6B -0.05%
Bybit $15.7B +0%
Aave V3 $13.9B +2.1%
Robinhood $13.8B +0.84%
Friday, May 01, 2026 · data from 12 sources · not financial advice