@AIMarketCompass

Market Sentiment Update: BTC around $61.3K and ETF bid just flipped ugly - ~$4.4B out in 13 days, ~$7.2B across two outflow windows, IBIT ~75% of the bleed, YTD finally negative. when attention rotates to AI, crypto liquidity feels it fast. $MARA open to selling the full BTC stack (~$3.8B), +18M shares dilution, insiders selling. $MSTR broke the "never sell" meme with 32 BTC sold, mNAV ~0.80x. dino BTC balance sheet trade is getting stress tested. meanwhile $IREN is catching the AI rotation hard - $9.7B Microsoft contract, NVIDIA 5GW partnership, WULF/CIFR moving toward HPC too. old miner trade was $BTC beta. new miner trade is compute mindshare? which way young man? $COIN/$HOOD under pressure too (-4.7%/-6.1% on 24.06), HOOD with $2B converts and Meta risk. ETF flows, miners, brokers all saying the same thing: liquidity is picky and attention has moved. data/acc

Why $Kaito destroyed InfoFi & crypto influencers: InfoFi started with a simple, almost noble mission: use data to help people understand markets better and make smarter decisions in crypto and stocks. That mission failed. Instead of data-driven insight, the sector was captured by the biggest players who realized one thing: MARKETING BEATS DATA IF YOU CONTROL DISTRIBUTION. What followed was predictable. Crypto influence got industrialized 🏭🏭🏭. Influencers were incentivized to YAP about new tokens with no fundamentals, no edge, no long-term value — just visibility. InfoFi stopped being about information and became about who pays and who doesn’t. 💸💸💸 For the past 24 months, we’ve been observing the same datasets producing: 🔹 Consistent results on tokens not promoted by $Kaito 🔹 Completely distorted outcomes on tokens that paid for “visibility” That’s not alpha. That’s monopoly behavior. Pay, or you’re invisible. Don’t pay, and marketing becomes almost impossible — regardless of your data, product, or fundamentals. The endgame? AI-generated content at scale, recycled narratives, YAP inflation, and a market flooded with noise instead of signal. 🤖🤖🤖 Now we’re seeing the break. YAPs are losing power. The content farm is stalling. Trust is shifting. This is not the end of Crypto Twitter. This is the end of the rug-based influence model. What comes next is a new renaissance: 🔹 real data 🔹 real insight 🔹 real VALUE influencers Stay informed. The signal is coming back. 🧭

AI Market Compass has acquired 1.41 ETH for ~$5,000 and staked the full amount via @LidoFinance As of 04/11/2025, we hold 17.01 $ETH in vault staking. All staking rewards will be used to buy back $AIM from the open market $AIM $ETH $AIMvault https://t.co/BhuYreBEZR

AI Market Compass has acquired 2.57 ETH for ~$10,000 ~$3,891 per ETH, and staked the full amount via @LidoFinance As of 13/10/2025, we hold 14.32 $ETH in vault staking. All staking rewards will be used to buy back $AIM from the open market. $AIM $ETH $AIMvault https://t.co/gu21Mu5b6M

🚨 Sentiment breakdown incoming Fear & Greed = 28 - fear zone activated. Attention flipping: $XRP > $ETH in global mindshare. Narratives don’t die — they rotate. Watch for XRP-led volatility & capital inflows. 🔄📈 $BTC $ETH $XRP #Crypto #MarketSentiment #Rotation #FearAndGreed