On-chain Insights by IT Tech - Week 22 Bitcoin Analysis & Highlights #130

After weeks of strength, signs of hesitation emerge — is this consolidation or the start of something else?

Jun 01, 2025

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2. Crypto & Stocks: Top 10 News (May 26 - June 1, 2025).

Bitcoin 2025 Conference: Strategic Reserve & Stablecoins
Bitcoin 2025 in Las Vegas announces a BTC strategic reserve. U.S. officials endorse stablecoin legislation, driving digital dollar adoption.
Trump Media’s $2.5B Bitcoin Plan
Trump Media aims to raise $2.5B for a massive corporate Bitcoin treasury, aligning with pro-crypto policy shifts.
SEC Embraces Crypto, Sets Tokenization Summit
The SEC pivots to a pro-crypto stance, hosting a June 5 summit to explore tokenization and supportive regulations.
Thailand Cracks Down on Unregistered Exchanges
From June 28, Thailand’s SEC will block unregistered crypto platforms like Bybit and OKX, enforcing stricter rules.
Bitcoin Surges, Targets $330K
Bitcoin breaks $111K, with predictions of $2.4M by 2030. BlackRock’s Bitcoin ETF faces a $430.8M outflow, halting its inflow run.
Markets Soar on Delayed EU Tariffs
Trump delays 50% EU tariffs to July 9, fueling rallies in Dow, S&P 500, and Nasdaq amid US-EU trade deal optimism.
Broadcom’s AI Boom
Broadcom projects a 44% Q2 2025 AI revenue jump to $4.4B, powered by VMware and strong cloud adoption.
Penny Stocks in the Spotlight
Penny stocks attract investors seeking growth amid mixed tech earnings and shifting trade policies.
Blockchain Stocks Poised for Growth
Oracle, Riot Platforms, and Applied Digital lead blockchain stocks, ready to rebound despite recent dips.
NBA Finals Lift Media Stocks
NBA Finals starting June 5 boost ad revenue for ESPN and media firms as viewership spikes.

3. Current market situation.

📊 Market Heatmap Overview (7 day Recap)

The market experienced a notable risk-off shift this week:

BTC: $104,360 (–3.46%) — pulled back after hitting new ATHs above $111K
ETH: $2,516 (+0.14%) — shows relative strength, flipping green while most majors declined
XRP: $0.48 (–6.67%) — selling pressure continues, no signs of bottoming
BNB: $654.95 (–1.50%) — holding better than most majors
SOL: $155.11 (–10.99%) — one of the worst-performing L1s this week
DOGE: $0.16 (–9.34%), SHIB: $0.000021 (–8.36%) — meme coin sentiment sharply negative

🟢 Top Gainers (Large Caps & Narratives)

QNT: $109.64 (+14.78%) — stands out as a top performer in a sea of red
FTN: +29.46% — AI and computing narratives back in play
PEPE: Mild resilience compared to broader meme token selloff

🔻 Top Decliners

ARB: –12.96%
ICP: –13.10%
MNT: –13.22%
GRT: –13.63%
APT: –13.98%
XMR: –14.45%
KAS: –15.90%

🔍 Sector Trends

Layer 1s & 2s: Broadly underperforming (SOL, ARB, MATIC, APT all deep red)
Meme tokens: Weak overall — DOGE, SHIB, TRUMP down heavily
AI & DePIN: FTN & PI show strength, while FET and RNDR pull back slightly
DeFi: Mixed performance — AAVE flat, UNI green, most others red
Stablecoins: No major depegs; USDT and USDC maintain peg and dominance

💬 Comment:

After weeks of bullish momentum, the market entered a cooling phase, with altcoins taking the biggest hit. Despite the correction, ETH remains stable and BTC holds above $104K. Notably, some pockets of strength (QNT, FTN) suggest selective accumulation. However, risk appetite is reduced across sectors, and we may see more defensive rotation unless BTC regains its footing above $107K.

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5. Weekly Insider Token Unlocks (June 3–9, 2025)

📊 Total Unlock Volume: Over $135.2M

🔍 Key Highlights

TAIKO: $61.26M unlock (📈 67.47% of circulating supply!)
→ Extremely high supply release from team & private investors. Strong sell-side risk.
ENA: $62.16M unlock (2.95%)
→ Largest nominal unlock this week. Potential volatility spikes around June 5.
NEON: $3.44M unlock (10.83%)
→ Despite the smaller size, a high % unlock could impact price in low-liquidity environments.
SPEC: $3.17M unlock (12.42%)
→ High impact probability given low market cap. Monitor June 6 for sharp moves.

🔻 Other Notables

IOTA: $1.65M (0.23%) — low unlock impact but large % already in circulation.
CFG, CETUS: Moderate unlocks with mild supply pressure.
STIK: $1.39M unlock with 0% previously released — early-stage risk event.

💬 Comment:

The focus this week is on TAIKO and ENA, both of which represent potential catalysts for short-term volatility due to the scale and timing of their unlocks. NEON and SPEC are smaller but worth monitoring due to high unlock ratios. We’re entering a period of elevated risk, particularly in low-cap tokens - caution and timing are key for those exposed to these assets.

🔐 Premium Insights (exclusive for paid subscribers).

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