Анализ твитов в реальном времени с использованием ИИ
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Breakouts don’t matter, acceptance does. If #ALGO holds above the prior high, a 5th wave extension into 1.414–1.618 is likely, followed by an ABC correction. If it loses the prior high, this was likely just a liquidity sweep and the ABC correction starts from here instead of higher.

My uncle after I told him to buy bitcoin at $126,000 because of the “supercycle” https://t.co/TbJe1y1yc4

Recently I've heard that the crypto industry, both domestically and abroad, is undergoing small-scale layoffs of about 20% across companies of all sizes. It's unclear whether this is due to back‑office and middle‑office adopting AI to cut costs and increase efficiency, or a pessimistic assessment of the market's future trajectory. Although everyone is shifting towards payments, U.S. stocks, and prediction markets, the trading volume and profit they generate are certainly far less comparable to those of the previously popular altcoins and meme coins.

GM, just updated the website again. Now there's a dedicated section for Web3 job info, manually curated and from my personal network. Check it out here: https://t.co/lXayySZaMm For those who don't know yet, this website lets you learn a lot about roles, common terms in Web3, tips, and other info; share and bookmark so you don't forget.

This AIOT feels like it's going crazy.

Bitcoin worst-case scenario – Trump's speech exposing market fragility (Analysis Report #253) ◆ Analysis Summary ・Starting from Trump's speech, stocks and crypto assets plummeted while oil surged +11% ・VIX around 25, liquidity contraction pushes the market into a “price drop + trading difficulty” phase ・Based on CME futures open interest (OI) structure, BTC carries a mid-term adjustment risk of -60~70% ◆ Main Text On April 1, 2026, President Trump's address on Iran dramatically altered market assumptions. By stating that “we will conduct extremely intense attacks in the next 2‑3 weeks,” he fully negated the early‑peace scenario that markets had priced in, triggering a rapid sell‑off of risk assets. The market reaction was clear. U.S. equities fell sharply for a short period, with the S&P 500 and Dow both recording multi‑percent declines during the day, then buying back toward the close; ultimately the S&P 500 was down -0.23% and the Dow -0.39%. Asian markets reacted more strongly, with the KOSPI down -4.2% and the MSCI Emerging Asia Index down -2.3%. Meanwhile, oil prices surged, with WTI up +11.41% to the $111 range and Brent climbing over +7%. The dollar index rose +0.48%, and USD/JPY moved into the 159‑yen zone, further weakening the yen. This movement is not merely a geopolitical risk. The inflation acceleration driven by higher oil and the liquidity squeeze from a strong dollar constitute a “macro environment tightening” occurring simultaneously. In fact, VIX climbed to about 25, bond (MOVE) and commodity (OVX, GVZ) indices hit crisis levels, and the spread on the U.S. 2‑year Treasury auction widened +27% month‑over‑month, making liquidity contraction evident. What matters here is the CME futures open‑interest structure shown in the attached chart. The current Bitcoin market has positions heavily concentrated in short‑dated futures (1‑3 months to expiry), with total OI around 18‑20 k BTC, near historic highs. This means price formation now depends more on leveraged positions than on spot demand. Especially with a bias toward short expiries, external shocks are more likely to trigger liquidations rather than rollovers, creating a chain of price decline → forced liquidation → further decline. In a scenario like this: ・Oil +10%+ ・Dollar strength ・Volatility spikes sharply the liquidation structure can materialize all at once. By scenario: – Light‑weight case: BTC adjusts to roughly $60‑70 k (‑15%). – Severe case: given current OI levels and leverage, a liquidation cascade could push BTC down to around $50 k (‑25‑30%), which is realistic. Mid‑term, a reversal of ETF flows combined with slowing spot demand would further deteriorate supply‑demand, potentially bringing BTC into a $30‑20 k range (‑60‑70%). The extreme, “storm” scenario—if the Strait of Hormuz remains fully blocked for an extended period or escalates into full‑scale war—global liquidity could collapse. In that environment, with equities down >30% and oil at $150‑200, BTC could plunge to near $10 k (‑80%+), a stress case. The key point is that this drop is not a simple price correction but a “market‑structure issue.” Liquidity decline is already observed in traditional markets, and it manifests even more dramatically in crypto. Bitcoin is not a safe‑haven asset. It relies on liquidity and leverage, moving the most during shocks. Trump’s speech visualized this structure, putting the market into a phase where “durability”—not direction—is being tested. A short‑term rebound may occur, but its sustainability hinges on ETF inflows and real‑demand recovery. ◆ Short video Bitcoin worst‑case scenario – Trump’s speech exposing market fragility https://t.co/WqwesakVD2 ◆ How to read on‑chain metrics CME futures Open Interest indicates how many unsettled Bitcoin futures contracts are piled up on CME. When price rises together with increasing OI, it may signal fresh capital inflow and a strengthening trend. Conversely, if price is flat or falling while OI keeps building at high levels, it suggests leveraged positions are over‑inflated and the market is becoming unstable. Because CME is heavily used by institutional investors, this metric also helps gauge “how much institutional money is involved in the futures market.” Moreover, when open interest is concentrated in short‑expiry zones, positions are more vulnerable to roll‑over or liquidation impacts, and price swings can amplify sharply under external shocks. Therefore, CME futures OI is not just a count of participants; it is a crucial on‑chain proxy for measuring “how much current moves are leveraged” and “how large future liquidation risk may be.”

x402 Foundation officially joins the Linux Foundation, becoming a completely neutral and open HTTP payment standard (based on the classic 402 Payment Required status code). AI agents can embed payments directly within HTTP requests, using stablecoins such as USDC, DIEM, etc., with one-click automatic payment to invoke APIs, purchase compute power, obtain inference results, all without manual approval. Google, Stripe, AWS, Cloudflare and others are participating, and Venice AI has already rolled out x402 support at the earliest opportunity (agents can directly pay to invoke Venice's inference). Previously, “payment” involved Web2 hassles like invoices and manual reviews, now it has become a browser-native, seamless, AI-friendly standard. The scale of the agent economy will continue to grow.

Added a bit of AIOT for fun, decide for yourself. Market cap is too low, just back to 10 million, the contract has no premium but holdings have clearly risen. Only personal trading record, not investment advice. https://t.co/e1xapDZWSb