June launch for ETH ETFs?

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Bitcoin’s long-term outlook remains positive despite $67K stall

Key points:

  • Bitcoin aged 6 months and above saw reduced activity in the past two months.

  • Datasets suggest long-term sentiment around BTC has remained bullish.

News - Bitcoin [BTC] surged past the $67,000 resistance level recently, but has since stalled. In the meantime, bullish sentiment around the king of cryptos dwindled, casting doubt on the potential for further upward movement beyond $71,500 in the coming days. At press time, BTC was trading at $67.9K. However, while the current market appears to be bearish, the long-term outlook for Bitcoin remains bullish.

What’s going on? Crypto analyst Axel Adler recently shared an analysis that used a key metric, the MVRV Z-score. The analysis suggested that the ongoing cycle is only halfway complete.

Here, the MVRV Z-score evaluates Bitcoin's valuation relative to its fair value by comparing its market capitalization with the cumulative capital inflows.

Historically, an MVRV-Z score of 7 or higher has indicated cycle peaks. In this cycle, the metric has just hit 3.07. This is a sign of further price gains in the months ahead. 

Holder behaviors - Analyzing Bitcoin Spent Output Age Bands revealed notable trends among different holder cohorts. Holders aged between 1-3 months have been relatively active in the market, particularly registering a surge in sales when the price exceeded $70,000 on 21 May.

To the contrary, older holder groups, such as those holding BTC for 6 months or more, have shown less inclination towards intense selling activities. A possible reason behind this reluctance to sell could be expectations of a rally post-halving, which is yet to happen. 

Analysts - June launch for Ethereum ETFs could be ‘long shot’

Key points:

  • The U.S Securities and Exchange Commission approved 19b-4 forms for ETF applications.

  • In the meantime, Ethereum whales increased their accumulation.

News - Spot Ether (ETH) exchange-traded funds (ETFs) in the United States could potentially launch by late June. This seemed to be the case as BlackRock updated a crucial filing for its iShares Ethereum Trust (ETHA). The filing, updated on 29 May, followed the SEC's approval of its 19b-4 filing, both essential for the ETF to commence trading. 

More to the story - Bloomberg’s ETF analyst Eric Balchunas claimed that this development is a positive step, while also predicting a potential launch by the end of June. Nonetheless, the analyst considers an earlier approval a long shot, with his odds still on 4 July.

James Seyffart, another Bloomberg ETF analyst, agreed with his colleague’s sentiments on BlackRock's updated S-1. Worth noting, however, that a day after the SEC approved it, Hashdex withdrew its bid for a spot Ether ETF. 

Whales in the game - Meanwhile, ETH whales have steadily accumulated the altcoin over the past 14 months. To be precise, whale wallets that hold at least 10,000 ETH coins have increased their cumulative holdings by 27%.These holders bought 21.39 million ETH during that period - Valued at $83 billion. 

Also, daily transactions involving ETH have been profitable. AMBCrypto’s analysis looked at the daily ratio of ETH’s transaction volume in profit to loss (Using a seven-day moving average) and found that it was 1.87, meaning that for every ETH transaction that ended in a loss in the last week, 1.87 transactions returned a profit. 

Solana's TVL hits new ATH, but SOL struggles to see green

Key points:

  • Solana’s TVL reached an all-time high of $4.9 billion last week.

  • Bears continued to dominate the market as both SOL’s weekly and daily charts were red.

News - Solana [SOL] registered a remarkable performance in transaction volume, surpassing its top competitors like BNB and Tron [TRX] over the past 30 days. AMBCrypto's analysis of Solana's volume on DefiLlama revealed a substantial uptick in volume in recent months. To be precise, SOL’s volume went past $3 billion in March, before stabilizing at around $1 billion. A possible reason behind this considerable hike could be the launch of multiple memecoins on the blockchain, which has created a lot of buzz of late. 

What else was affected? Apart from the hike in volume, which reflects a hike in network usage, Solana's Total Value Locked (TVL) also recorded significant growth. This was the case as the metric crossed $4.9 billion on 22 May - Its highest level to date. This surge in TVL can be attributed to the introduction of new assets on the Solana network.

However, none of this was enough to get rid of the market bears as SOL’s price dropped by more than 4% in just 7 days. At press time, the altcoin was trading at $169 with a market capitalization of over $78 billion.

According to AMBCrypto’s analysis, SOL might struggle to breach its near-term resistance level of $180 on the charts.

U.S Treasury flags NFT risks, proposes measures to fight frauds

Key points:

  • First edition of the report highlighted multiple potential threats related to cryptos.

  • Notably, instances of NFTs being utilized in these activities were scarce.

News - The United States Treasury Department has released its financial risk assessment for non-fungible tokens (NFTs). The first edition of this report is aimed at equipping regulators with a deeper understanding of potential threats and security issues in the ever-evolving market. As per the report, terrorism financing, nuclear proliferation funding, money laundering, and investor vulnerability to theft and fraud, are a few of the identified threats. 

Details of the report - The report emphasized that while these risks are prevalent, a majority of these aforementioned activities occur outside the digital asset space, primarily through fiat financing and transactions. Notably, the report claimed that instances of NFTs being utilized in these activities have been rare.

Nonetheless, it did highlight a few cases of crypto-related malicious activities. One such case was the theft of digital assets by North Korean entities aiming to circumvent U.S. sanctions and generate revenue for military purposes. 

Apart from this, the report also highlighted recommendations to address potential NFT abuse. It suggested, for example, regulating the NFT market, working with industry players to prevent fraud, collaborating with international partners to deter illicit geopolitical activities, and educating consumers on NFT-related risks.

Did you know?

  • Tesla made a major investment into Bitcoin in the spring of last year, with Forbes estimating earlier this year that the company’s holdings were worth more than $2 billion. As for Elon Musk himself, he claimed to hold only 0.25 BTC back in 2019.

  • Despite China’s reported ban on Bitcoin and other cryptocurrencies, an estimated 20% of the worldwide Bitcoin network is actually still in China. Other countries to ban its use are Qatar, Russia, Turkey, North Macedonia, Bangladesh, Egypt, Morocco, and Iraq.

  • A bug led to the accidental creation of 184 billion BTC in 2010. Known as the value overflow incident, this bug led to the accidental creation of a huge number of coins in August 2010 at block height 74638. Satoshi or another developer fixed the error within 5 hours by releasing a patched Bitcoin client (version 0.3.10).

Top 3 coins of the day

Pepe (PEPE)

Key points:

  • PEPE’s price started to decline days after touching an all-time high.

  • Despite price drops, PEPE’s supply outside of exchanges increased.

What you should know - PEPE registered a stunning performance over the last few weeks as the memecoin’s price reached an all-time high. However, the bears stepped in during the last 24 hours as PEPE’s price dropped by 10%. The technical indicator MACD displayed the possibility of a bearish crossover. The Chaikin Money Flow (CMF), after registering a drop, went sideways, which might put an end to this price drop. If that happens, then PEPE might first touch its support near $0.0000144 to $0.0000142 before it makes a comeback. However, if its price falls under the support, then the outcome could be worrying for traders.

Uniswap (UNI)

Key points:

  • UNI’s 10% weekly rally came to an end in the last 24 hours.

  • Market sentiment turned bearish in the last few days too.

What you should know - As the market condition turned somewhat bearish, several cryptos, including Uniswap [UNI], fell victim to a price correction. The token’s value dropped by nearly 4.5% in the last 24 hours, and at the time of writing, it was trading at $10.51 with a market capitalization of over $6.2 billion. The token’s Money Flow Index (MFI) registered a sharp decline and was heading towards the neutral mark. This indicated that the chances of a sustained price decline were high. The Bollinger Bands pointed out that Uniswap’s price was still above its 20-day Simple Moving Average (SMA). Hence, UNI might drop to that level before turning bullish again. 

Worldcoin (WLD)

  • Worldcoin’s exchange outflows rose, reflecting a hike in buying pressure.

  • WLD’s Money Flow Index (MFI) and a few other indicators looked bullish too.

What you should know - Unlike most cryptos, Worldcoin [WLD] managed to remain bullish as its price hiked by nearly 2%. At press time, WLD was trading at $4.93 with a market cap of over $1.1 billion. The better news was that its trading volume surged by more than 100% over the last 24 hours. AMBCrypto’s analysis also revealed that Worldcoin’s Chaikin Money Flow (CMF) registered a sharp uptick, which hinted at a continued price increase. If that happens, then WLD might soon test its resistance at $5.9. Nonetheless, the Bollinger Bands revealed that WLD’s price was in a less volatile zone - Lowering the chances of steep price appreciation.

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