Monday, May 11, 2026

market intelligence

12 data sources · automated briefing

morning edition updated 06:55 BKK vol. I · no. 131
BTC
$82,331
▲ +2.06%
ETH
$2,375
▲ +2.08%
SOL
$96.60
▲ +3.80%
F&G
47
Neutral
VIX
17.2
S&P
738
GOLD
$434

Bitcoin Edges Higher to $82,331

VIX at 17.2 · real rates restrictive at 1.18% · Fear & Greed at 47

Sentiment neutral at 47. Tape waiting for a catalyst. Real rate at +1.18% (restrictive). Yield curve post-inversion normalization. HY spread at 2.79% — credit markets pricing complacency. Positioning divergence: ETH: retail 65% long vs whales 56% long. SOL: retail 58% long vs whales 64% long. Capital rotating into Lido, SSV Network, Aave V3.

technical analysis

Signal Dashboard

Asset Signal Conv. RSI 1h RSI 4h 24h
BTC neutral
48
71 70 ▲ +2.03%
ETH bullish
68
66 66 ▲ +2.10%
SOL neutral
40
66 78 ▲ +3.73%
ATOM neutral
63
63 65 ▲ +4.34%
INIT neutral
63
50 55 ▼ -3.48%

derivatives

Futures Positioning

BTC OI: $8.1B · flat
Retail
39%
61%
Whales
43%
57%
ETH OI: $4.9B · flat
Retail
65%
35%
Whales
56%
44%
⚠ notable divergence (retail: 1.88, whales: 1.29)
SOL OI: $1.1B · falling — deleveraging
Retail
58%
42%
Whales
64%
36%
⚠ notable divergence (retail: 1.36, whales: 1.79)

federal reserve

Macro Intelligence

Post-Inversion Watch

Real Rate1.18% (restrictive)
Yield CurvePost-Inversion Normalization
HY Spread2.79%
Unemployment4.3%

Dalio framework · Real rate = Fed Funds (3.63%) − Breakeven (2.45%)

Indicator Value Change
Fed Funds Rate 3.63% -0.01
10Y-2Y Spread 0.48% -0.01
Breakeven Inflation 2.45% +0.00
Unemployment 4.3% +0.00
Trade-Weighted USD 118.3926 -0.28
HY Spread 2.79% +0.04

Market Sentiment

47
Neutral

0 = extreme fear · 100 = extreme greed

Market Overview

Total Market Cap $2.8T
BTC Dominance 58.3%
ETH Dominance 10.2%
10Y Yield 4.36%
Gold $434

Key Signals

⚠ ETH: notable divergence (retail: 1.88, whales: 1.29)
⚠ SOL: notable divergence (retail: 1.36, whales: 1.79)

Prediction Markets

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

19% Yes · Vol: $1.4M

US x Iran permanent peace deal by June 30, 2026?

38% Yes · Vol: $796,321

Will the U.S. invade Iran before 2027?

27% Yes · Vol: $560,502

Will Trump visit China by May 15?

91% Yes · Vol: $476,339

on-chain flow

DEX Activity & Trending Pools

trending pools

TROLL / SOL
solana · $21.8M ▲ +109.85%
ASTEROID / WETH
eth · $965,271 ▼ -17.30%
LFI / WETH
base · $655,921 ▲ +60.98%
LO0P / ETH
eth · $11.8M ▲ +8601.19%
GAYTES / SOL
solana · $3.0M ▲ +333.38%

defi tvl — top 8

Binance CEX $159.0B +0.1%
OKX $25.9B +0.92%
Lido $20.8B +1.29%
Bitfinex $19.6B +0.16%
SSV Network $17.4B +1.68%
Bybit $16.2B +0.96%
Aave V3 $15.1B +1.48%
Robinhood $14.7B +1.53%
Monday, May 11, 2026 · data from 12 sources · not financial advice