Sunday, May 03, 2026

market intelligence

12 data sources · automated briefing

morning edition updated 06:55 BKK vol. I · no. 123
BTC
$78,664
▲ +0.68%
ETH
$2,317
▲ +1.05%
SOL
$84.32
▲ +0.74%
F&G
39
Fear
VIX
17.0
S&P
721
GOLD
$423

Bitcoin Holds Steady at $78,664

VIX at 17.0 · real rates restrictive at 1.16% · Fear & Greed at 39

Sentiment neutral at 39. Tape waiting for a catalyst. Real rate at +1.16% (restrictive). Yield curve post-inversion normalization. HY spread at 2.83% — credit markets pricing complacency. Positioning divergence: BTC: retail 38% long vs whales 44% long. ETH: retail 61% long vs whales 54% long. SOL: retail 72% long vs whales 67% long. Capital rotating into OKX, Lido, SSV Network.

technical analysis

Signal Dashboard

Asset Signal Conv. RSI 1h RSI 4h 24h
BTC neutral
63
62 65 ▲ +0.57%
ETH neutral
63
59 58 ▲ +0.92%
SOL neutral
55
58 54 ▲ +0.68%
ATOM neutral
42
45 40 ▼ -0.74%
INIT neutral
37
45 43 ▼ -2.32%

derivatives

Futures Positioning

BTC OI: $8.0B · flat
Retail
38%
63%
Whales
44%
56%
⚠ notable divergence (retail: 0.60, whales: 0.78)
ETH OI: $4.6B · flat
Retail
61%
39%
Whales
54%
46%
⚠ notable divergence (retail: 1.58, whales: 1.18)
SOL OI: $795.6M · flat
Retail
72%
28%
Whales
67%
33%
⚠ notable divergence (retail: 2.52, whales: 2.01)

federal reserve

Macro Intelligence

Post-Inversion Watch

Real Rate1.16% (restrictive)
Yield CurvePost-Inversion Normalization
HY Spread2.83%
Unemployment4.3%

Dalio framework · Real rate = Fed Funds (3.64%) − Breakeven (2.48%)

Indicator Value Change
Fed Funds Rate 3.64% +0.00
10Y-2Y Spread 0.51% -0.01
Breakeven Inflation 2.48% +0.02
Unemployment 4.3% -0.10
Trade-Weighted USD 118.7294 +0.01
HY Spread 2.83% +0.01

Market Sentiment

39
Fear

0 = extreme fear · 100 = extreme greed

Market Overview

Total Market Cap $2.7T
BTC Dominance 58.5%
ETH Dominance 10.4%
10Y Yield 4.38%
Gold $423

Key Signals

⚠ BTC: notable divergence (retail: 0.60, whales: 0.78)
⚠ ETH: notable divergence (retail: 1.58, whales: 1.18)
⚠ SOL: notable divergence (retail: 2.52, whales: 2.01)

Prediction Markets

Will the U.S. invade Iran before 2027?

29% Yes · Vol: $361,410

Will China invade Taiwan by end of 2026?

7% Yes · Vol: $335,460

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

17% Yes · Vol: $294,705

Will Donald Trump announce that the United States blockade of the Strait of Horm

31% Yes · Vol: $255,221

on-chain flow

DEX Activity & Trending Pools

trending pools

LFI / WETH
base · $2.1M ▲ +102.08%
67 / SOL
solana · $124,876 ▲ +21.45%
LAB / USDT 0.007%
bsc · $47.4M ▲ +60.41%
ClawBank / WETH
base · $423,283 ▲ +38.29%
Scribbli / SOL
solana · $1.2M ▼ -70.65%

defi tvl — top 8

Binance CEX $155.3B +0.58%
OKX $25.8B +1.35%
Lido $21.1B +1.23%
Bitfinex $19.2B -1.44%
SSV Network $17.1B +1.43%
Bybit $15.8B -0.07%
Aave V3 $14.6B +2.31%
Robinhood $14.2B +0.7%
Sunday, May 03, 2026 · data from 12 sources · not financial advice