#BuyTheDipOrWaitNow? The Revenue Correction: While Axiom is a titan, your $390M figure is likely the cumulative ecosystem volume or a projection. In January 2026, Axiom generated $15.36 million in monthly revenue. Still, being the dApp on Solana makes it a massive target for the SEC/CFTC.

The Prediction Market "Leak": You nailed the volume. The Polymarket contract "Which company will ZachXBT expose?" cleared nearly $40 million.
The "Insider" Profits: On-chain data confirms at least 12 wallets netted over $1 million collectively. One specific user, predictorxyz, walked away with $411,600—the smoking gun that the investigation itself was leaked before the tweet. The Aave DAO "Realignment": The tension isn't just a "scan"; it’s a civil war. BGD Labs (core devs) announced they are exiting on April 1st due to the radical "Aave Will Win" proposal. If the $50M funding request causes a DeFi liquidity crunch, BTC might feel the secondary tremors.
Trump’s New Tariffs: This is the "black swan" of the week. The 10% global tariff (Section 122) took effect on February 24. While it initially caused a "risk-off" dump, some investors are now pivoting to BTC as a hedge against the resulting 5.6% effective inflation rate.
🔮 The Verdict
If Bitcoin holds $65,000 through the weekend and the Aave governance drama doesn't trigger a "DeFi contagion," a $70,000 retest by mid-March is more than just a dream—it's the base case for institutional bulls.