the floor/the week
A dark Floor trading desk with market charts and the INDEX room note
ISSUE 0012–9 AUG 20267 MIN READ

bitcoin rose 3.4%.
the gains stayed narrow.

BTC finished green. The better trades were further out: SOL, HYPE and smaller names moving on their own news.

Anglio WRITTEN BY@Anglio /
RESEARCHThe Floor

Bitcoin held up. The better trades were further out.

Money stayed concentrated: Bitcoin’s share of the market rose 0.4 percentage points while total crypto market cap gained 1.5%. That is not alt season. It is a green week with a few much louder corners.

CATE ran after a hard reset. CASHCAT had already moved before Robinhood opened spot. INDEX and SOL hit the room before their later marks. STONKBROKER carries a crowded product launch into Tuesday.

01 / MARKET CHECK

BTC stayed boxed.

Bitcoin traded between $62.5K and $65.2K. Five positive U.S. spot Bitcoin ETF flow days helped the bid, but BTC still finished under the weekly high.

BTC+3.4%$64.9K close
ETH+3.8%kept pace
SOL+5.7%led the board
HYPE+5.5%close behind
TOTAL MARKET+1.5%lagged BTC
BTC SHARE+0.4ptmore concentrated
ETF FLOW+$865Mfive green days
U.S. 10Y4.65%down 0.05pt

Funding stayed positive across the main venues, so longs were paying shorts. Open interest was mixed rather than exploding. There was demand, but not a clean breakout.

BTCUSDT four-hour candlestick and volume chart from 2 to 9 August
BTCUSDT / 4H / BINANCE / UTCBTC closed 0.4% below the weekly high.
02 / $CATE / SOLANA

The KuCoin pop faded. CATE ran after the flush.

CATE started with a rescued-kitten video from Kabosu’s owner, then became a Pump.fun coin. KuCoin Alpha listed it on 27 July. The verified pool rose 2.9% in the first hour, then sat 27.7% lower after 24 hours.

The bigger trade came later. The chart flushed on 3 August, Anglio posted the reversal around a $14M market cap, and CATE later traded above roughly $40M.

CATE Solana four-hour chart showing the KuCoin Alpha listing and 3 August reset
CATE/SOL / 4H / VERIFIED POOL / UTCThe larger move started after the listing pop failed.
CHECKED 11 AUG / 17:38 UTC$18.18M market cap$869K liquidityStill about 30% above the $14M room level.

GOAT’s X/Fomo wallet held 28.94M CATE at the end of the peak day—3.04% of the observed supply. That does not explain the whole move. It does mean the balance and the pool deserve watching together.

03 / $CASHCAT / ROBINHOOD CHAIN

CASHCAT had already run when Robinhood opened spot.

Bybit opened a leveraged CASHCAT market on 5 August. Twenty-four hours later, the verified pool was up 36.4%.

Robinhood opened spot trading the next day, putting CASHCAT inside the consumer app. One hour after the announcement, the pool was down 14%. After 24 hours, it was down 23%.

CASHCAT Robinhood Chain four-hour chart showing Bybit and Robinhood access events
CASHCAT/WETH / 4H / VERIFIED POOL / UTCThe easier buy button arrived after the run.
BYBIT +24H+36.4%
ROBINHOOD +24H-23.0%
11 AUG$143.60M
POOL LIQUIDITY$4.04M
04 / FROM THE ROOM

$INDEX and $SOL from the room.

One member find. One live Anglio trade.

MEMBER FIND / $INDEX

$INDEX hit the room at $5.5M and ran to $13M.

It is around $9.37M now. The token says a 3% ETH trading fee buys tokenised stocks for eligible holders. We are watching for a $13M retake with repeat trading and distributions behind it.

INDEX room moment showing 5.5 million dollars and a later 13 million dollar market cap
ORIGINAL ROOM MOMENT / CURRENT MARK CHECKED 11 AUG
ANGLIO / $SOL / CHECKED 11 AUG

Long $SOL from $72–73. $75.02 now.

Still in it. $83 first. Below $68 kills the setup.

ENTRY$72–73
INVALIDATIONBELOW $68
TARGET$83
SOL USDT four-hour room chart showing entry around 72 dollars, invalidation below 68 dollars and target around 83 dollars
ORIGINAL ROOM CHART / SOL $75.02 AT THE 11 AUG CHECK
05 / ELSEWHERE THIS WEEK

The rest of the board.

ROBINHOOD CHAIN

DEXs turned over $2.82B. That is gross trading volume, not $2.82B of new money. CASHCAT was the loudest market in the group we measured.

ONCHAIN STOCKS

Binance added ten bStocks markets and collateral support. Bybit added stock perps and a Moonshot pre-IPO perp. Price exposure is getting easier; it is not the same as owning shares.

LAUNCHPADS

Pools, Pons and StonkLauncher made launching easier again. The question is what still has buyers and liquidity after day one.

NFTs

EVM NFT volume rose 3.4%, but trade count fell 18.8% and fewer collections stayed active. Better, not broad.

06 / $STONKBROKER / 12 AUG

StonkLauncher has a crowd before it has opened.

STONKBROKER did $32.35M of onchain trading during the week across 11.3K trading wallets. Daily volume rose from $3.04M on 5 August to $7.87M on 7 August.

DEX trading before the launcherVOLUME / NEW-WALLET SHARE
$3.04M5 AUG19.7% new
$5.16M6 AUG29.2% new
$7.87M7 AUG43.9% new
$6.66M8 AUG29.6% new
Source: Dune dex.trades. “New” means the address had not traded the token earlier in the measured history; one wallet is not necessarily one person.

StonkLauncher opens on 12 August at 00:00 UTC. At the 11 August check, DexScreener reported about $52.17M circulating market cap, $80.60M FDV and $4.08M liquidity. The warm-up has already happened.

07 / NEXT WEEK

Here’s the board for next week.

BTC RANGE

Above $65.2K with positive ETF flow breaks higher. Below $62.5K fails.

STONKLAUNCHER

How much opening liquidity remains after 24 hours, and do traders return?

CATE + CASHCAT

Use the new liquidity and repeat activity. Do not recycle the highs.

SOL: we are still long from $72–73. Below $68 kills it. $83 remains the first target.

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Sources and data notes
  • Market: Farside Investors for reported U.S. spot BTC ETF flows; exact-window CoinGecko data; CoinMarketCap global snapshots; DefiLlama stablecoin supply; FRED DGS10.
  • Positioning: Binance and Bybit BTC open interest; Binance, Bybit and OKX funding. Positive funding means longs paid shorts on most observations.
  • CATE: KuCoin Alpha, the verified CATE/SOL pool and Dune dex_solana.trades. GOAT wallet: HDix...SXN3o, identified from X/Fomo.
  • CASHCAT: official Bybit perpetual and Robinhood spot announcements plus the verified pool.
  • Onchain: Dune dex.trades supplied gross Robinhood Chain and Solana DEX volume. Routed trades can appear in more than one leg. Wallets are not the same thing as people.
  • Current marks: DexScreener deepest verified pools for CATE, CASHCAT, INDEX and STONKBROKER; Binance SOLUSDT. Checked 11 August at 17:38 UTC.
  • Next week: StonkLauncher announcement, BLS CPI and PPI calendar and Census retail-sales calendar.

Market commentary, not a promise or an instruction to buy. Check the contract and manage your own risk.