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Key Takeaways:
After a record 9-hour session, both the Clarity Act and the GENIUS Act passed initial votes in the Senate. They move to the House vote later today, with expectations they could be finalized and signed by Donald Trump by next week. The regulatory focus is squarely on stablecoins and CBDCs. Key Republicans successfully negotiated to add a CBDC ban to a must-pass bill – a move framed as protecting users from surveillance risks tied to government-issued digital currencies.
ETF Flows:
• Bitcoin: $799M – Climbing again, but overshadowed by ETH
• Ethereum: $726M – Record daily inflow
• Solana: No significant flows
Ethereum's surge is reinforced by derivatives data:
• ETH open interest: $90B
• BTC open interest: $82B
This marks a shift in market leadership toward Ethereum — both in spot and leveraged markets. Ethereum and Solana are leading the rally, outperforming Bitcoin and pushing broader altcoin confidence higher.
Price Action:
• Global Market Cap: ↑ 1.66% ($3.74T)
• Bitcoin: ~ Flat ($118,233)
• Ethereum: ↑ 9% ($3,443)
• Solana: ↑ 5.83% ($173.60)
The sharp rotation into Ethereum reflects strong institutional conviction and the growing narrative around ETH’s utility in a regulated environment. The record inflows, rising perps leverage, and legislative clarity create a rare moment of alignment for altcoins to outperform.
The Altseason Index has now hit 39, indicating the early stages of capital rotation from Bitcoin to altcoins. While a full altseason may still be weeks away, early movers historically capture the largest upside. We maintain a tactical overweight on Ethereum and Solana, while keeping a 10% cash buffer to react swiftly to any sudden reversals, especially with ETH leverage surging.
Positioning:
• Cash: 10% – Risk management buffer amid rising leverage
• BTC: 55% – Reduced to fund altcoin rotation
• ETH: 27% – Overweight; leading spot and perp markets
• SOL: 8% – Riding high-beta momentum