OVERVIEW

How Good Was This Week? Best In 5 Months 🤯

Before we dive in, here’s today’s crypto market heatmap:

Source: Santiment

And here’s a look at crypto’s total market and altcoin market cap charts:

Source: TradingView

NEWS
Best Week In Months 👍️ 

Barring any crazy weekened shenanigans (which is always likely) crypto just nailed its best week since November 4, 2024. 🥳 

Total Market Cap Weekly Chart – Click to enlarge.

And a good chunk of the Stocktwits Crypto Indices haven’t just had the best week since November 2024, some, like the AI Index, had their best week in over a year. Spoiler from tomorrow’s weekend newsletter:

Stocktwits Crypto Indices Performance For Week 17 – Click to enlarge.

BTC ETFs saw some of their biggest inflows in months. Hell, $IBIT ( ▲ 1.9% ) added over 10k BTC to the ETF over the past seven days:

IBIT Holdings, source: Arkham – Click to enlarge.

Bottom line: this past week crushed it, and the numbers back it up. 🔢 

NEWS
Bitcoin 2030: ARK Sees $300K as the Worst Case Scenario 😲 

ARK Invest dropped some jaw-dropping Bitcoin price predictions for 2030, ranging from $300,000 in a bear scenario to a staggering $1.5 million per BTC in a bull run. 🐂 

Their forecast hinges on Bitcoin’s potential to capture major investment markets like institutional ETFs, digital gold, emerging market safe havens, and corporate treasuries.

Click to enlarge.

Interestingly, institutional investments are predicted to lead the bull scenario, while the “digital gold” narrative dominates the conservative cases. ARK also considers the growth of Bitcoin’s on-chain financial services, projecting aggressive growth rates over the next five years.

Click to enlarge.

Sure, forecasting market prices can be a wild game of speculation, but if even a fraction of ARK’s bullish assumptions hold, Bitcoin believers could be laughing all the way to the digital bank. 🏦 

TECHNICAL ANALYSIS
AI Tokens Boomin 🧨 

AI tokens are up big this week. They haven’t received a lot of attention – but their price action has. 🤯 

TAOUSD Monthly Chart – Click to enlarge.

Bittensor ($TAO.X ( ▲ 0.13% )), up +63% this month. Which makes sense because when Barry Silbert name drops something, and compares it to $BTC.X ( ▲ 1.43% ), and he’s on Raoul Paul’s livestream, well, people will most definitely hop into/onto it.

But TAO isn’t the only AI token make big moves this week.

FETUSD Monthly Chart – Click to enlarge.

The Artifiical Super Intelligence Alliance’s token $FET.X ( ▲ 0.93% ) (which is made up of SingularityNET, Ocean Protocol and some others) is up +55% this month, $KAS.X ( ▲ 6.36% ) +59%, and $RENDER.X ( ▼ 1.75% ) +32%.

Stocktwits Users Feel: Bulllish AF 🐂 

If we look at Bittensor’s sentiment and message volume scores:

and FET’s:

we can conclude that traders/investors in the AI token space are all insanely bullish and talking about it. A lot.

Also: The Stocktwits AI Crypto Index had its best week in over a year. 🫢 

ON-CHAIN ANALYSIS
Burnt Bag Briefing 🔥 

Want to know whether the bulls or bears are feeling the most pain today? Well, this is the place to look. 👀

In the past 24 hours, 133,572 traders were liquidated, with total liquidations reaching nearly $297.69 million.

The largest single liquidation occurred on Binance, a BTCUSD pair valued at $12.46 million.

Longs lost $106.60 million, while shorts were hit for $191.13 million. 🤕

EMAIL ME
Tell Me What You Want 🔊 

Quick note here: Let me know what you’d like to see more of in the Litepaper.

More charts? More on-chain analytics? More data? Let me know! 🎇 

E-mail me here: jmorgan@stocktwits.com

REMEMBER WHEN?
Last Years News Today 📅 

Here’s what happened a year ago in the April 25, 2025 Litepaper:

• Ethereum reclaimed dominance in NFTs, topping daily sales with over $7.13 million in volume.

• Consensys sued the SEC to protect Ethereum from being classified as a security.

• The iconic “Buy Bitcoin” sign from Janet Yellen’s 2017 testimony sold for over $1 million.

• Samourai Wallet founders were arrested for allegedly laundering over $100 million.

• Runes dominated Bitcoin transactions, accounting for 68% of network activity post-halving.

• U.S. stablecoin purchases surpassed $30 billion in January 2024, driven by emerging markets.

• BlackRock clarified it had no ties with Hedera, causing a significant HBAR sell-off.

• Solana memecoin projects imploded, wiping out over $26 million in abandoned presales.

• BlackRock’s Bitcoin ETF (IBIT) saw its first-ever day without inflows since launch.

• Renzo Protocol revamped its tokenomics after facing $60 million in liquidations from a depeg event.

NEWS IN THREE SENTENCES
AI, Stablecoins, & Privacy News 🕵️ 

🌍 Axiym Quietly Moves $132M Through Avalanche

Axiym is using $AVAX.X ( ▲ 0.48% ) to end the outdated practice of pre-funded cross-border payments, saving millions in tied-up capital. By settling transactions instantly with stablecoins, Axiym frees money service businesses from holding idle cash everywhere. In other words, blockchain did what traditional banking still can’t figure out. Avalanche.

💸 USDT0 Hits Carbon DeFi, Stablecoin Trading Gets Real Precision 

Carbon DeFi just integrated USDT0, $USDT.X ( ▲ 0.03% )’s omnichain stablecoin built via $ZK.X ( ▲ 5.97% ), allowing traders to create high-precision strategies, from capturing stablecoin micro-depegs to automating risk-off rotations. Unlike wrapped stables, USDT0 keeps its 1:1 peg without bridge drama. Bancor.

🔐 Dusk Network Releases Audits Galore 

Dusk Network completed a frankly absurd amount of audits (10 total, over 200 pages) covering their entire tech stack, including zero-knowledge proofs, cryptography, economic incentives, and even peer-to-peer networking. Issues ranged from minor code hygiene to theoretical denial-of-service attacks, all now resolved. Dusk Network.

NEWS IN THREE SENTENCES
Metaverse, NFT, & Gaming News 🎮️

🏀 aiSports Built Fantasy Basketball on NBA Top Shot

You can now lose fantasy basketball using NFTs instead of just regular old disappointment. aiSports layered fantasy basketball directly on NBA Top Shot, letting users seamlessly play fantasy contests using their collectible Moments. Thanks to $FLOW.X ( ▲ 2.02% )’s native composability, players can draft, compete, and win without extra steps. FLOW.

⚔️ Forgotten Runiverse’s Dungeon Run Offers Massive Rewards

Forgotten Runiverse kicked off a Dungeon Run event offering players Quanta tokens, Land NFTs, and Mana rewards. Completing dungeons until May 1 guarantees up to 250M Quanta, with chances at additional prizes. Ronin.

🎮 Mantle Network Kicks Off Games Fest

$MNT.X ( ▲ 2.96% ) partnered with HyperPlay for the Mantle Games Fest, showcasing a month-long lineup of genuinely playable web3 titles and a $300K prize pool. Each week introduces new games – from casual idle chillers to hardcore MMORPGs – proving Mantle isn’t just another VC-backed blockchain pretending to like games. Mantle.

NEWS IN THREE SENTENCES
DeFi, DEX, & Lending Protocol News 🏦

🌉 Wanchain Bridge Moves $1.4M of BTC in One Go

Wanchain’s cross-chain bridge handled a single $1.4 million BTC transaction, proving whales trust it for moving big stacks. BTC now makes up over 50% of Wanchain’s cross-chain volume – so either whales love it or their keyboards are stuck. Whichever it is, Wanchain happily takes the win. WanChain’s X.

🔒 1inch Swap API Now Integrated with Trezor Wallet 

The 1inch Swap API is now built into Trezor Suite, bringing secure, gasless swaps directly to their hardware wallet. Users get better rates, built-in protection from front-running, and full custody of their assets. Now your swaps are protected by more than just prayers. 1inch.

LINKS
Links That Don’t Suck 🔗

🇬🇧 UK retail sales defy expectations, offering economic boost amid U.S. trade tariffs

💰️ Google records $90B in revenue in Q1 with double digit growth in services

🐶 Dogecoin millionaire count soars as Musk to step back from D.O.G.E

🖥️ Bitwise registers first NEAR ETF in US as institutional interest in altcoins grows

🪱 Worm warrior: 5-inch legless robot jumps 10 feet, as high as basketball hoop

⌛️ First impressions: Dune Awakening is an MMORPG pretending to be a survival game

Get In Touch 📬

Follow our social channels for great, real-time content on Stocktwits and Twitter. And check out our YouTube channel for in-depth video content! 📲

Email me (Jonathan Morgan) your feedback; I’d love to hear from you. 📧

Want to sponsor this newsletter and reach hundreds of thousands of crypto enthusiasts? Reach us here. 👍

Terms & Conditions 📝

Securities Disclaimer: STOCKTWITS IS NOT A TAX ADVISOR, BROKER, FINANCIAL ADVISOR OR INVESTMENT ADVISOR. THE SERVICE IS NOT INTENDED TO PROVIDE TAX, LEGAL, FINANCIAL OR INVESTMENT ADVICE, AND NOTHING ON THE SERVICE SHOULD BE CONSTRUED AS AN OFFER TO SELL, A SOLICITATION OF AN OFFER TO BUY, OR A RECOMMENDATION FOR ANY SECURITY. Trading in such securities can result in immediate and substantial losses of the capital invested. You should only invest risk capital, and not capital required for other purposes. You alone are solely responsible for determining whether any investment, security or strategy, or any other product or service, is appropriate or suitable for you based on your investment objectives and personal and financial situation. You should also consult an attorney or tax professional regarding your specific legal or tax situation. The Content is to be used for informational and entertainment purposes only and the Service does not provide investment advice for any individual. Stocktwits, its affiliates and partners specifically disclaim any and all liability or loss arising out of any action taken in reliance on Content, including but not limited to market value or other loss on the sale or purchase of any company, property, product, service, security, instrument, or any other matter. You understand that an investment in any security is subject to a number of risks, and that discussions of any security published on the Service will not contain a list or description of relevant risk factors. In addition, please note that some of the stocks about which Content is published on the Service have a low market capitalization and/or insufficient public float. Such stocks are subject to more risk than stocks of larger companies, including greater volatility, lower liquidity and less publicly available information. Read the full terms & conditions here. 🔍

Author Disclosure: The author of this newsletter holds positions in ADA, IMX, COPI, MIN, AGIX, ALGO, ZEC, XLM, and NEAR. 📋