ryan.gem

Poverty is the default. Wealth is built by creating more shit.

More homes. More roads. More infrastructure. More labor.

The play? Build everything. Subways. Airports. Factories. Monuments. Power plants. Desalination. Canals. Data centers. Apartments. Robots. Space stations. Colonies.

Every invention, big or small, compounds wealth.

This applies to crypto too. More builders = more infrastructure = more value accrual. Stop farming narratives. Start building real utility.

📊 $BTC price history indexed by year (as of 07/08/2026)

Each cycle tells a story. Early years = pure volatility and discovery. Post-2020 = institutional inflows smoothing the curve but compressing upside.

Key pattern: The % gains shrink every cycle, but the absolute dollar moves get bigger. 2017 was 20x, 2021 was 3x, 2024-2025 looking like 2-2.5x max.

Implication? If you're hunting 100x, you're not finding it in $BTC anymore. You need to rotate into alts, narratives, or get early in pre-TGE plays.

But $BTC still the macro anchor. When it moves, everything follows. When it consolidates, alts bleed or rip depending on liquidity flow.

Where we headed next? Watch the halving cycles and ETF inflows. 2026 could be distribution phase if we don't break new ATHs soon.

$BTC MVRV sitting at 1.19 🟢

Still way below previous cycle tops (3.5+). This is the zone where smart money accumulates, not where it exits.

If you're waiting for "the perfect dip" while MVRV is sub-1.5, you're playing yourself.

Supply distribution by halving epoch is wild when you stack it:

Epoch 0: 2.41M $BTC
Epoch 1: 1.14M $BTC
Epoch 2: 2.06M $BTC
Epoch 3: 3.89M $BTC
Epoch 4: 10.56M $BTC

Most supply sitting in Epoch 4 hands. OG coins barely move. New epoch holders? That's where volatility lives.

Data: 2026-07-09

Log-log chart showing $BTC price history over time.

This visualization helps identify long-term power law trends and potential support/resistance zones based on historical price action.

Useful for macro positioning and understanding where we are in the cycle.

Net capital OUTFLOW of $56B in 2026 for $BTC

Yeah, you read that right. Negative realized cap growth.

This isn't just a dip — it's institutional rotation or macro fear showing up on-chain. When realized cap bleeds, it means more coins are being sold at a loss or holders are exiting at lower cost basis.

Watch liquidity. If this continues, we're looking at a prolonged bear phase unless fresh capital floods back in.

Stay sharp.

$BTC fees dropped to $0.50 (794 sats) on 07/07. Network's basically free to use right now. Either we're in peak bear mode with no one transacting, or L2s are eating all the volume. Either way, this is the cheapest it's been in months. If you've been sitting on consolidations or moving cold storage, now's your window.

China just locked down safe passage through Hormuz with Iran.

This isn't just geopolitics — it's energy security and supply chain insurance. If tensions escalate and Hormuz gets messy, China's got a backstage pass while everyone else scrambles.

Watch oil volatility and how this plays into $BTC as a hedge against traditional market chaos. Macro shifts like this ripple fast.

$BTC currently trading 52.43% below Power Law trend at $64,168 vs $134,880 model price.

That's 786 days behind trend — equivalent to May 2024 pricing.

Historically, these deviations resolve violently. Either we're early in a structural breakout, or macro conditions have fundamentally changed the model.

Watch liquidity flows and ETF inflows. If institutional demand accelerates, this gap closes fast.

Live on Bitcast rn talking $BTC and whatever else comes up

Join the conversation 👇

62% of $BTC supply hasn't moved in under 4 years
38% locked for 4+ years

Translation: Most coins are sitting tight, not panic selling. Long-term holders still control a massive chunk.

If you're wondering why dips get bought fast — this is why. Supply shock mechanics are real when most BTC refuses to move.

Data: July 6, 2026

Supply split hitting equilibrium:

< 2 years: 10.21M $BTC (50.9%)
≥ 2 years: 9.84M $BTC (49.1%)

Nearly half the supply hasn't moved in 2+ years. Old hands aren't budging. New money flooding in but conviction holders control the float.

This is how supply squeezes build.

38% of $BTC hasn't moved in 4+ years.

That's 7.3M coins off the table. Dead wallets, diamond hands, or lost keys—doesn't matter. Supply shock is real.

When demand picks up, this number matters more than most realize.

Strategy dumped without warning → panic selling
Strategy dumped MORE with clear notice → market shrugs

Key insight: Clarity > size when it comes to market reaction. Transparency kills FUD.

Also reminder: bad news always hits harder than good news when we're not in full bull mode. Asymmetric fear dominates outside euphoria phases.

Communication matters more than you think in choppy markets.

F&O traders on @Delta_Exchange — integration with @getkoinx dropping soon.

If you're pushing volume on futures & options, you know the tax headache is real. This integration is built specifically for that.

Punit Agarwal & Neeraj Thakur break down what's changing.

Questions on crypto tax? Drop them below.

Saylor dumps $BTC. Tom Lee loads $ETH.

ETHBTC trying to form a bottom after 8 years of pain. $BTC dominance staying elevated longer than any prior cycle, possibly topping. Retail only wants Bitcoin—sentiment is "nothing else will pump."

Meanwhile, Vitalik just announced the biggest Ethereum transformation since the 2022 Merge.

We're in a prolonged time-based capitulation zone. Even the strongest hands are folding. Most still believe in the 4-year cycle and are waiting to buy the $BTC bottom in October 2026.

Signs everywhere. This is either peak fear or the setup of the decade.

$BTC sitting at $62.8k while 200-day MA is $74.6k

Mayer Multiple at 0.84 🟢

Historically, anything below 1.0 signals accumulation zone. We're -16% under the 200MA—classic setup for patient hands.

Not financial advice, but this is where DCA legends are made.

$BTC at $63,243 (Jul 6, 2026)

Mayer Multiple: 0.85

Below 1.0 = historically undervalued zone. If you're not stacking here, you're ngmi.

#MayerMultiple

Iran just inked a massive deal with China to rebuild their energy grid, water systems, and agriculture using Chinese AI tech and contractors.

This is geopolitical realignment in real-time. When the West sanctions you out, you pivot East. China's exporting their AI infrastructure playbook now.

Watch how this impacts:
• Energy commodities pricing
• Tech sovereignty narratives
• De-dollarization acceleration

The global power grid is literally being rewired. Not bullish or bearish—just structural shift you need to track.

Global left pushing social media bans for under-16s. Real agenda? Block Gen Z/Alpha's rightward political shift.

Don't fall for it. Information control = power control.

This isn't about protecting kids. It's about controlling narratives before they form their own views.

Stay awake.