TLDR - Daily Market Report #645

- Total crypto mcap: 2.36T

- Fear & Greed: 9

- Gold above 5k, Silver at 77 after 120 highs

- $BTC 68.7k (+5%) – OI flushed from 94B to 44B, 666M liquidations. ETFs still bleeding but Goldman tripled IBIT to 1.1B. 85k is the level bulls need back.

- $ETH 2,044 (+7%) – 17.3M weekly tx ATH, record-low fees. Usage exploding. EF leadership shifting. Price still fragile.

- $SOL 84.8 (+10%) strongest major bounce.

- $BNB 617 – 1B+ SAFU, 6.6B fraud blocked. France Binanxe CEO got kidnapped almost

- $XRP 1.41 range.

- $ZEC 282 top gainer. $XMR holding strong.

- $LINK 9 despite Polymarket 5-min BTC markets. $PYTH recovering from lows.

- $PENGU +10% on Kast card launch.

Macro + infra:

- CLARITY Act deadline March 1

- $USDT investing into Hyperliquid infra

- Anthropic 380B valuation. FTX missed 28B upside

- Russia exploring stablecoin

Standard Chartered bearish. JPM neutral to constructive. Price says bear. Infrastructure says bull.

I’m still a permabull.