AlanRogers

$14.16B in BTC options expire this Friday.
~40% of Deribit open interest.
Max pain at $75K.
Positioning is heavy, volatility usually follows.

The Federal Reserve is set to inject $8.07B in liquidity into the financial system today.
More fuel in the market, positioning will follow.

Market Snapshot
$BTC: $71.8k
$ETH: $2175
Crypto MC: $2.508T
▫️ 🇺🇸 ETF FLOWS: BTC spot ETFs saw net inflows on Mar. 23, while ETH spot ETFs saw net outflows.
BTC: $167.23M
ETH: - $16.18M
▫️ $1B erased from tokenized commodities as Gold dropped from $5,600 to $4,350, per Arkham.
▫️ US Housing market 30-year mortgage rate climbs back to 7% for the first time since August.
▫️ Hyperliquid leads 24H fees at $1.4M, with EdgeX and Ethereum next in the line.
▫️ L1s combined hit 18M daily active addresses with BNB Chain leading the pack, per Token Terminal.
▫️ Retail trading share drops to 8.1% from 1

Market Snapshot
$BTC: $68.4k
$ETH: $2050
Crypto MC: $2.43T
🇺🇸 ETF FLOWS: BTC, SOL and XRP spot ETFs saw net inflows last week, while ETH spot ETFs saw net outflows.
BTC: $95.18M
ETH: -$59.94M
SOL: $21.1M
XRP: $636.48K
Bitmine is now 76% complete with its goal to own 5% of $ETH supply.
Ethereum OG who received 172,700 $ETH for $2.2M a decade ago (now worth $356M) sold 15,002 $ETH for $30.97M.
Over $557M liquidated in the past 24 hours, with $449.36M from longs and $107.87M from shorts.
Over $3 billion in long positions risk liquidation if $BTC drops below $65,000.
Gold is now down 22% from it

Bitcoin had a rough start to 2026
January: -10.17% 🩸
February: -14.94% 🩸
March so far: +2.8% 🟢
The bleeding is stopping.
will we close March in green? 👀

Market Snapshot
$BTC: $70500
$ETH: $2140
Crypto MC: $2.5T
- Bitcoin whale wallets holding 100+ $BTC have grown by 753 (+3.9%) in the past 3 months, even as prices dropped 20.2%, per Santiment.
- ETF FLOWS: SOL spot ETFs saw net inflows on Mar. 19, while BTC and ETH spot ETFs saw net outflows.
BTC: - $90.19M
ETH: - $131.2M
SOL: $767.01K
XRP: $0
- PAUL ATKINS: “Crypto markets—and the millions of Americans who participate in them—deserve long-overdue clarity.”
- The World Gold Council launches a "Gold as a Service" framework to standardize and scale tokenized gold across digital financial systems

$5,500,000,000,000 wiped from gold and silver 🩸
Gold: -13.2% → $4.35T gone
Silver: -26.6% → $1.07T gone
the "safe haven" assets are bleeding out in real time
tell me again how crypto is the risky one.

$120B gone today
$577M liquidated
Everyone was euphoric 48 hours ago
this market will humble you every single time you get comfortable.

MAJOR ASSETS SINCE THE IRAN CONFLICT BEGAN 🇮🇷:
Bitcoin: +16.6%
S&P 500: -1.8%
Gold: -2.0%
Silver: -7.9%
A clear shift in market behavior during geopolitical uncertainty.