Tuesday, May 12, 2026

market intelligence

12 data sources · automated briefing

morning edition updated 06:55 BKK vol. I · no. 132
BTC
$81,739
▼ -0.72%
ETH
$2,340
▼ -1.47%
SOL
$97.35
▲ +0.77%
F&G
48
Neutral
VIX
18.4

Bitcoin Holds Steady at $81,739

VIX at 18.4 · real rates restrictive at 1.16% · Fear & Greed at 48

Sentiment neutral at 48. Tape waiting for a catalyst. Real rate at +1.16% (restrictive). Yield curve post-inversion normalization. HY spread at 2.81% — credit markets pricing complacency. Positioning divergence: BTC: retail 38% long vs whales 44% long. ETH: retail 68% long vs whales 55% long. SOL: retail 55% long vs whales 65% long. Capital rotating into Bitfinex, Robinhood.

technical analysis

Signal Dashboard

Asset Signal Conv. RSI 1h RSI 4h 24h
BTC neutral
63
59 59 ▼ -0.55%
ETH neutral
55
53 53 ▼ -1.28%
SOL neutral
63
59 69 ▲ +0.85%
ATOM bullish
73
62 63 ▲ +1.59%
INIT neutral
55
51 50 ▼ -2.85%

derivatives

Futures Positioning

BTC OI: $8.2B · flat
Retail
38%
62%
Whales
44%
56%
⚠ notable divergence (retail: 0.61, whales: 0.78)
ETH OI: $4.8B · flat
Retail
69%
32%
Whales
55%
45%
⚠ notable divergence (retail: 2.17, whales: 1.23)
SOL OI: $1.2B · flat
Retail
55%
45%
Whales
65%
35%
⚠ notable divergence (retail: 1.23, whales: 1.82)

federal reserve

Macro Intelligence

Post-Inversion Watch

Real Rate1.16% (restrictive)
Yield CurvePost-Inversion Normalization
HY Spread2.81%
Unemployment4.3%

Dalio framework · Real rate = Fed Funds (3.63%) − Breakeven (2.47%)

Indicator Value Change
Fed Funds Rate 3.63% +0.00
10Y-2Y Spread 0.47% -0.01
Breakeven Inflation 2.47% +0.02
Unemployment 4.3% +0.00
Trade-Weighted USD 118.0392 +0.03
HY Spread 2.81% +0.02

Market Sentiment

48
Neutral

0 = extreme fear · 100 = extreme greed

Market Overview

Total Market Cap $2.8T
BTC Dominance 58.3%
ETH Dominance 10.1%
10Y Yield 0.00%
Gold $0

Key Signals

⚠ BTC: notable divergence (retail: 0.61, whales: 0.78)
⚠ ETH: notable divergence (retail: 2.17, whales: 1.23)
⚠ SOL: notable divergence (retail: 1.23, whales: 1.82)

Prediction Markets

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

17% Yes · Vol: $1.0M

Starmer out by May 15, 2026?

31% Yes · Vol: $820,409

US strike on Colombia by December 31?

18% Yes · Vol: $530,492

Iran agrees to end enrichment of uranium by June 30?

27% Yes · Vol: $456,405

on-chain flow

DEX Activity & Trending Pools

trending pools

TROLL / SOL
solana · $13.6M ▲ +5.62%
67 / SOL
solana · $1.1M ▲ +30.83%
POD / ETH 1%
base · $7.8M ▲ +45.22%
BABYTROLL / SOL
solana · $2.8M ▲ +149.22%
GITLAWB / WETH
base · $887,931 ▲ +38.26%

defi tvl — top 8

Binance CEX $160.5B +0.9%
OKX $25.9B -0.19%
Lido $20.5B -1.08%
Bitfinex $19.8B +1.79%
SSV Network $17.2B -1.13%
Bybit $16.1B -0.41%
Aave V3 $15.0B -0.68%
Robinhood $14.7B +1.3%
Tuesday, May 12, 2026 · data from 12 sources · not financial advice