Super Tradeish

I’m restarting @supertradeish with one clear mission: help crypto traders catch important moves earlier. Here I’ll post daily: • BTC/ETH market bias • altcoin watchlists • whale/news catalysts • chart setups • simple trade lessons from 15 years in markets Follow if you want cleaner crypto signal, less noise.

FG Nexus is down over $85M on its $ETH treasury bet. They bought 50,770 ETH for $196M at $3,860 avg in Aug-Sep 2025. Then sold 36,025 ETH for $83.92M at $2,330 avg in Nov 2025. Treasury trade turned into real loss.

FG Nexus just ate an $85M+ loss on its Ethereum treasury trade. Nasdaq-listed firm bought 50,770 $ETH for about $196M at a $3,860 average. Now 36,025 ETH has already been sold. Treasury bid can turn into sell pressure fast when entries are this high.

WARNING: Spot Bitcoin ETFs just hit 13 straight days of net outflows. Galaxy Research says $4.33B left from May 15 to June 3. That is BTC demand cooling through the ETF channel. Until inflows come back, rallies can get sold faster.

BREAKING: first Federal National Mortgage Association-backed Bitcoin mortgage in the US closed using Coinbase. Buyer kept their $BTC intact instead of selling. That makes BTC usable as collateral for a home loan, not just an asset to cash out.

JUST IN: Coinbase says the first Fannie Mae mortgage using Bitcoin collateral has been originated in the U.S. $BTC is now being used against a home down payment. That is real credit plumbing, not ETF hype. BTC needs real buyers to turn the headline into trend.

INSIGHT: JPMorgan says the CLARITY Act window is closing as midterms get closer. Main blocker is still stablecoin yield restrictions. That fight decides who can pay yield to users, and whether crypto rules actually make it through Congress.

INSIGHT: BlackRock saw $1.92B in $BTC and $320M in ETH net outflows over 10 days, per Lookonchain. That is not retail panic. ETF flow weakness means spot buyers need to absorb more supply. BTC needs real demand fast.

BREAKING: $VOO just became the first ETF ever to pass $1 trillion AUM. It has already pulled $69B of inflows in 2026. That is huge passive demand into the S&P 500. For crypto traders, this says liquidity is still chasing risk assets.

WARNING: dormant $ETH just woke up. A wallet inactive for 3 years received 10,000 ETH an hour ago and sold it for 17.72M USDC. Average exit: $1,772. That is old supply hitting spot, not perp noise.

UPDATE: PeoplesReserve says Bitcoin Powered Mortgages launch July 4th. Keep your $BTC. Own your home. This turns Bitcoin from down payment money into collateral. If holders can borrow instead of sell, less BTC has to hit the market for housing liquidity.

INSIGHT: Bitcoin ETF outflows hit about $4B. Cointelegraph says this looks like money rotating into AI trades, not weak $BTC fundamentals. ETF selling can hit spot supply. But rotation money can come back fast if AI momentum cools.

HUGE: QuantinuumQC raised $1.68B in its Nasdaq IPO. Priced at $60, opened at $68. 13% day-one pop. Real money is chasing quantum compute again. For crypto, this feeds the tech liquidity + future security narrative.

INSANE: exactly 15 years ago today, $BTC was trading at $15. Hal Finney said every day Bitcoin didn't collapse raised the chance of eventual success and justified a higher price. That was the whole thesis: BTC needs real buyers to turn the headline into trend.

WARNING: Chinese money is dumping Hong Kong stocks. China-listed Hong Kong equity ETFs saw a record $3.7B outflow last week. 5 straight weeks of exits. 10 of the last 12. Asia risk is getting sold, and crypto liquidity usually feels that fast.

INFLATION HEAT IS BACK 🚨 ISM Services Prices hit 71.3 in May, the highest since August 2022. Since February, it is up +8.3 points. Diesel, gasoline and oil are driving the cost pressure. Rate-cut bets get harder when services inflation reheats.

WARNING: Zcash had a critical Orchard bug. Zooko Wilcox says Taylor Hornby found it on May 29. It could have created undetectable counterfeit $ZEC. For ZEC traders, this is supply-integrity risk, not normal FUD.

WARNING: Europe inflation pressure just jumped. Eurozone Manufacturing PMI Input Prices spiked to 80 in May, highest since May 2022. PMI Output Prices hit 62 too. Firms are paying more and passing it on. That keeps easy-liquidity crypto bets under pressure.

NOW: Arthur Hayes dumped his entire $ZEC bag. Reason: the Orchard Pool exploit. For privacy coins, if the shielded pool looks weak, trust breaks fast. Hayes says privacy must be proven, not probable, may rebuy lower, and still holds WLD.

UPDATE: Grayscale is buying $HYPE now. Arkham says they hold $12.5B in BTC and $500M in ETH. Their HYPG ETF bought over $5M of HYPE in the past 2 days. Institutional money is not staying only in BTC and ETH now.

WARNING: Deribit exec says Bitcoin losing $60,000 could trigger liquidations. Over $1.2B notional open interest is tied to $BTC put options at that strike. That level is a magnet now. Clean break = hedging, stops, and panic sellers hitting the same pocket.