Coinbase · Ledger · MetaMask On-chain live
$186,420.18
▲ +$5,842.16 today · +3.23%
▲ +$112,420.18 all time · +151.9%
vs BTC +22.4pp
May '24JulSepNovJan '25MarToday
24h P&L
+$5,842.16
+3.23% · 9 green / 2 red
Stables · dry powder
$24,180
USDC 18.4k · USDT 5.78k · 4.92% APY
Best holding · SOL
+812.4%
Alpha vs BTC · YTD
+22.4pp
Sharpe 1.86 · Vol 64% · Max DD −34%
₿
$68,412
▲ +$1,236.40 +1.84% 24h
24h open
67,176
24h high
68,920
24h low
66,840
24h volume
$28.4B
Circ supply
19.74M / 21M
ATH
$73,750 (Mar)
Quiver AI · Signal #2417
Rotate stables → SOL on DePIN + Firedancer accelerator.
On-chain activity is breaking out while ETF spot demand is steady. Risk-reward favors adding SOL while keeping BTC core untouched.
Trend▲ Bullish
Funding+0.012% 8h
ETF flow+$418M / 5d
SentimentGreed 78
Conviction
82%
3-mo target
$240
+28.7% upside
Suggested size
+45 SOL
≈ $8,389 · 4.5% port
Why now · 3 catalysts
01
Firedancer mainnet imminent — Jump's validator client is in canary on testnet. Once live, expect a step-change in throughput narrative. Historical analogs (Sui mainnet, Sept '23) priced 28% in 14 days.
02
DePIN flywheel printing real revenue — Helium, Render, Hivemapper combined paid $32M+ in last quarter. Settlement is on Solana; fee accrual is sticky.
03
BTC ETF flows holding — net +$418M over the last 5 sessions. Macro tape is risk-on; BTC dominance compressing — usually a green light for L1 rotation.
High
Mainnet outage. Solana has had 6 partial halts in 2 years. A Firedancer rollout could either harden or briefly fracture the network.
P 24%
Med
FTX estate distributions. ~14M SOL still unlocked to creditors over 18 months. Recent prints have been absorbed; a fast-paced sale would pressure spot 8–12%.
P 32%
Med
L2 vs L1 narrative whipsaw. If Base/Arbitrum capture re-flips dominance, SOL beta to ETH could turn negative for a quarter.
P 22%
Low
Macro risk-off. Crypto beta to NDX is ~2.4. A 5% NDX correction would mark down crypto book ~12% even on unchanged thesis. Use stables ladder as buffer.
P 18%
Avg cost basis · SOL$20.46 · 240 SOL
Mark-to-market$44,740 (+812.4%)
Holding period692 days · earned 18.4 SOL staking
Position vs target24.0% / 30% target — room to add
WalletPhantom · Ledger Nano X
Beta to BTC1.84
"Conviction trade in a portfolio that's already worked. Don't let recency bias trim a thesis that's strengthening on every datapoint."
Quiver AI flags +$418M ETF inflows + Firedancer testnet as the recent regime change. Funding is calm (+0.012%) — no froth — and on-chain DAU just hit a 90-day high. The cleanest add is on a −5% wick into $176; at-mkt is acceptable.
▲
Entry zone
$182 — $190 at-mkt OK
＋
Add lot 2
$176 on -5% wick +30 SOL
▼
Invalidation
$162 daily close −13.0% from spot
①
Target 1
$220 trim 25% +18.0%
②
Target 2
$240 trim 25% +28.7%
③
Cycle target
$295 trim 50% +58.2%
Holdings · 9 wallets
On-chain · last sync 14:32:18 UTC
| Asset | Amount | Avg cost | Last | Trend · 30d | Market value | Unrealized P&L | Allocation |
|---|---|---|---|---|---|---|---|
|
₿
BTC Coinbase ↗
Bitcoin · Ledger Nano X
|
1.0842 | 28,440 | 68,412 | $74,170 | +$43,738+143.7% | 39.8% | |
|
◎
SOL Coinbase ↗
Solana · Phantom (staked 18.4)
|
240.00 | 20.46 | 186.42 | $44,740 | +$39,830+812.4% | 24.0% | |
|
Ξ
ETH Coinbase ↗
Ethereum · MetaMask · 8.4 staked
|
10.62 | 1,820 | 3,612 | $38,360 | +$19,032+98.5% | 20.6% | |
|
L
LINK Coinbase ↗
Chainlink · MetaMask
|
680 | 8.42 | 14.92 | $10,146 | +$4,420+77.2% | 5.4% | |
|
A
AVAX Coinbase ↗
Avalanche · Core wallet
|
220 | 28.40 | 36.84 | $8,105 | +$1,857+29.7% | 4.4% | |
|
●
DOT Coinbase ↗
Polkadot · Polkadot.js
|
600 | 9.10 | 7.18 | $4,308 | −$1,152−21.1% | 2.3% | |
|
Ð
DOGE Coinbase ↗
Dogecoin · Hot wallet
|
12,400 | 0.082 | 0.1842 | $2,284 | +$1,267+124.6% | 1.2% | |
|
$
USDC stables
Coinbase + Aave (4.92% APY)
|
18,420 | 1.00 | 1.00 | — | $18,420 | +$842 yield | 9.9% |
|
T
USDT stables
Tron · cold storage
|
5,780 | 1.00 | 1.00 | — | $5,780 | — | 3.1% |
Watchlist · L1 + L2 + DePIN
14 tickers · 14:32 UTC
Live signals & news
Filtered to your book
14:31
AI On-chain anomaly
▲ Solana DEX volume rolling 7d up +62% — Jupiter + Raydium printing record fee days. Settlement layer thesis intact.
SOLJUP
14:18
CoinDesk
Spot BTC ETFs see +$418M net inflows over 5 sessions; IBIT alone takes 70%, FBTC 22%.
BTCIBIT
13:54
The Block
Firedancer canary deployment hits 1.2M TPS in stress test — full mainnet rollout targeted Q4.
SOL
13:30
AI Funding tracker
Perp funding turning slightly positive across L1s; ETH 8h funding now +0.014%. Watch for crowding on next 5% leg.
ETHSOL
12:48
Bloomberg
SEC granted certificate of effectiveness on spot ETH staking ETF filing — issuer confirmation expected within 7 days.
ETH
11:22
AI Whale flow
▼ 12,400 ETH moved from Genesis estate cold wallet to OKX — 6h. Possible distribution; watch order books.
ETH