Avgusto

🧐 Saylor and the Hunt Brothers: history repeating itself?

At first glance, there’s almost nothing in common between Michael Saylor’s Strategy and the Hunt brothers.

One group was buying up silver. The other — Bitcoin.

But if you look not at the asset, but at the mechanism, the similarity becomes noticeable.

📈While the market was moving up, the strategy looked brilliant.

Then the rules of the game changed: margin requirements increased, financing became a problem — and the structure fell apart. Silver plunged from almost $50 to less than $11 per ounce in just a few months.

Saylor is in a different situation.

Strategy isn’t trying to literally “take over” the Bitcoin market, and BTC remains a real asset on the balance sheet. But the underlying principle is similar.

And it works especially well in a rising market.

🙄But an unpleasant question arises:

what if BTC doesn’t grow for several years?

And that’s where the difference from a simple buy-and-hold begins. Strategy has to service financial obligations.

📌In 2026, the company already sold BTC to fund such payments — even though at the same time it continues to be a major net buyer.

So what happens next…?😔

Today it’s still stale 😔

- BTC ≈ $63,500 (+0.65%)
- ETH ≈ $1,900 (+1.07%)
- SOL ≈ $76 (+0.03%)

- Market cap ≈ $2.2T (+0.57%)
- Fear & Greed Index: 38 (fear)
- Altseason Index: 61

🔸BTC has returned above $64,000 after falling to roughly $62,700. Over the week, however, Bitcoin is still down

🔸Meanwhile, interest in Solana has clearly picked up: SOL ETFs received about $10.26M in the week leading up to Aug 14 — roughly 70 times more than the previous week

🔸The picture for XRP is worse: the token lags behind BTC, ETH, and SOL despite ongoing inflows into XRP ETFs

🔸HYPE currently looks like one of the stronger large-cap alts — CoinDesk notes a rise of about 8% over the week

📌 And there’s another major catalyst — the FOMC protocols on Wednesday. The market will look for hints there about the Fed’s further policy. Against the backdrop of high oil prices and inflation risks, this could turn out to be more important than another BTC candle.

💰 To see Bitcoin grow by 10%, you don’t need $100 billion

There’s a popular myth:

“Since Bitcoin’s market cap is about $1.2 trillion, to grow by 10% you need another $120 billion.”

It sounds logical. But the market doesn’t work that way.

🏷️ The BTC price doesn’t depend on how much money is already in Bitcoin, but on how many coins sellers are willing to sell at the current and next price levels.

You can imagine this: millions of people decide to buy BTC at the same time.

🟢 sellers at $63,000 run out quickly;
🟢 buyers start taking coins at $63,500;
🟢 then at $64,000;
🟢 $65,000…
🟢 and the price keeps moving up until there are enough sellers.

That’s why even a relatively small inflow of capital can noticeably increase market cap.

And vice versa: you can pour billions of dollars into buys, but if the market is simultaneously flooded with supply, the price will hardly move.

⚡️ Crypto Week: BTC is holding steady, but the news — definitely isn’t

For now, the market decided to take a brief pause and think things through:

* BTC ≈ $63,000 (-0.08%)
* ETH ≈ $1,880 (-0.14%)
* SOL ≈ $76 (-0.11%)
* Market cap ≈ $2.2T
* 😨 Fear & Greed — 37
* 🔄 Altseason Index — 59

But the news feed for the week clearly wasn’t resting 👇

💰 Institutions keep buying: H100 added 2,455 BTC, Bitmine is increasing its ETH holdings, and SharpLink sent about $200 million worth of ETH to staking.

₿ But not everyone is just buying: Strategy sold BTC worth $108.6 million, Riot sold 4,300 BTC, Hyperscale Data sold another $43 million worth. At the same time, Gemini, in contrast, topped up its reserves by 1,689 BTC.

💲 Tether announced a successful independent audit of its assets.

🚨 Security is back in the spotlight: a Trezor data leak, a Coinsbuy hack for $7.9 million, an investor losing $25+ million in 15 minutes, and another story from ZachXBT.

🤖 Meanwhile, AI is helping scammers improve phishing—crypto is getting new technologies not only for making money, but also for stealing.

🇺🇸 The US is tightening crypto sanctions against Iran.

🇷🇺 There’s plenty happening in Russia too: the Central Bank allowed BTC, ETH, and USDT for trading, banks began showing interest in clients’ USDT transactions, and law enforcement carried out raids at “Gorbushka.”

🔥$37B in Google. Does Buffett know something? 👀

In Q3, Berkshire sharply increased its position in Alphabet — the parent company of Google and YouTube. By the end of Q2, Berkshire had about 106 million shares of Alphabet, roughly $37–38 billion. This made Alphabet Berkshire’s third-largest equity position after Apple and American Express.

🧐And here’s the most interesting part: the idea of buying Alphabet, judging by Buffett’s own words, came from him—not as an independent bet made by Berkshire’s new CEO, Greg Abel.

📌 GOOGL — potentially a very strong long-term investment, but Berkshire’s purchase isn’t a signal to “jump in right now.”

Rather, it’s a signal:

🧠 “Buffett believes the market still underestimates Alphabet’s ability to monetize AI.”

👀 And there’s another very interesting question: why did Berkshire choose Alphabet instead of Nvidia, Microsoft, or another AI company—and what exactly did Buffett see in Google before the market?

🚀 Solana can’t keep up with setting records anymore — the second one in a week

On August 10, the network processed 171.9 million non-vote transactions in a day. For comparison: the previous high was on August 4 — 169.9 million.

And this isn’t just an attractive number being inflated 👀

After the SIMD-0286 update, the compute limit per block was increased from 60 to 100 million CU. The network gained roughly +66% additional capacity — and the market almost immediately figured out how to keep it busy.

But there’s an interesting nuance 🤔

📈 transactions — a record number;
💸 fees — still microscopic;
📉 network revenue, however, isn’t growing proportionally.

So for now, Solana is showing more about the scale of usage than the scale of earnings.

At the same time, more interesting signals are emerging: tokenized assets are growing, payment infrastructure is developing, and SOL ETFs continue to receive inflows.

So I wouldn’t jump to the conclusion:

“172 million transactions = SOL will fly off right now” 🚀

For now, Solana looks like a network that built a six-lane highway and is now wondering where all these cars came from 😄

🌿 How long do we have to wait for the green reeds?

The market doesn’t seem to be falling, but there’s not much to be happy about either:

₿ BTC ≈ $63,300 (-0.33%)
♦️ ETH ≈ $1,880 (-0.05%)
☀️ SOL ≈ $76 (-0.23%)

Market cap — about $2.2T, the Fear & Greed index — 37, and the Altseason index — already 61.

And here’s where it gets interesting 👀

BTC is still hovering around $63K. To see confidence return and the upward move resume, it would be good to see it hold above $65–66K.

At the same time, alts look more upbeat: the Altseason index is rising, even though market sentiment is still in the Fear zone.

So we get a funny picture:
😨 the crowd is afraid;
🌿 alts start turning green;
₿ Bitcoin is still pretending nothing is happening.

And while we wait… the green reeds are swaying, but the wind is still anyone’s guess. 😄

Not financial advice—just watching the swamp. 🐊

🚨 Before sending crypto, check the wallet — here’s one of the ways

There’s a useful tool — Wallet Highlighter 🛡️

It’s a browser extension that automatically recognizes crypto wallets right on web pages and highlights them depending on the risk level 🚦

You can quickly see whether an address is linked to:
🔴 suspicious activity
🎣 phishing
⚠️ sanctioned addresses
💀 hackers
🪤 rug pull and pump&dump schemes
🚨 other high-risk activities

An important point 🔐

The extension doesn’t require connecting your wallet, signing transactions, or giving it a seed phrase/private key. The developer clearly states that connecting a wallet is not required

🐢 Add-on to the Turtle post

As I wrote earlier — 25 TURTLE have already been credited 💰

No promises of “x’s” or a treasure hunt — just completed the training, answered the questions, and received the reward.

🎓 Learn → answer → claim crypto.

This time the result: +25 TURTLE 🐢

So if you haven’t gone through it yet, you can check out “Learn and Earn”. A couple of minutes might turn into a few coins.

Small thing, but nice 😄

☕️ Hello, fellow beavers!

- BTC ≈$63 700 (-0.52%)
- ETH ≈$1 890 (+0.49%)
- SOL ≈$77 (+0.28%)

- Market cap ≈$2.2T (+0.03%)
- Fear & Greed Index: 37 (fear)
- Altseason Index: 57

📌What’s new:

The U.S. labor force participation rate hit a low not seen since February 2021 — 61.4%

Today, everyone is waiting for the CPI data, expected to be 3.4%.

For the crypto market, this is a key moment: a weak labor market together with slowing inflation strengthens expectations for a Fed rate cut. If CPI comes in below the forecast, it could give BTC and other risk assets a fresh upward push.

🐢 Again, the opportunity to earn a couple of cents in the “Learn and Earn” section

Today’s agenda — Turtle (TURTLE).

The task is simple: read a bit about the project, answer the questions, and receive a small crypto reward 💰

What we’ll study:
🔹 what Turtle is;
🔹 how the protocol works with liquidity in DeFi;
🔹 why wallet activity is tracked;
🔹 how rewards are distributed among LPs, protocols, and partners.

Turtle itself is positioned as a Web3 distribution protocol that helps optimize liquidity and the distribution of rewards in DeFi.

🎓 A familiar format: learn → take the test → get crypto.

💸 This probably won’t make you a millionaire. But if you’re scrolling through the feed anyway — why not turn a few minutes into a couple of cents? 😄

Everyone can take part. 🐢

🐰 On PancakeSwap a new pool

You can deposit a maximum of 500

But for those who already hold CAKE and want to try the new pool, this option can be considered.

🫡 Hey, beavers 👀

- BTC ≈ $65,000 (+0.36%)
- ETH ≈ $1,920 (+0.27%)
- SOL ≈ $77 (+0.81%)

- Market capitalization ≈ $2.2T (+0.26%)
- Fear & Greed Index: 40 (fear)
- Altseason Index: 51

1. BTC is holding around $65K again.
At the same time, interest from spot ETFs at the beginning of August noticeably improved

2. ETH still looks stable.
ETH is holding around $1,900+, but the most interesting part isn’t the price itself—it’s whether Ethereum can start outperforming BTC

3. SOL continues to stand out. 🚀
Solana currently has a strong fundamental news backdrop: tokenized stocks, stablecoins, RWA, and record network activity.

📊 Crypto market is trying to get back to life

BTC is back around $65,000 (+1.34%), ETH — $1,920 (+1.12%), and SOL looks the strongest today — $75 (+2.87%).

Market capitalization is back to ~$2.2T, but there’s an interesting nuance:

😬 Fear & Greed — 40 (fear)
📉 Altseason Index — 47

So the market is not yet in the mode of “EVERYTHING IS RISING, JUMP INTO ALTCOINS.”

Rather the opposite — participants are starting to cautiously bring risk back, but trust is still low.

🎯 Right now, the main thing is BTC and the $65–66K zone.

👀 I wouldn’t rush to buy everything in a row right now.

I’d look at:
▪️ BTC holding above $65–66K;
▪️ volume during the up move;
▪️ how ETH and SOL behave relative to BTC;
▪️ money returning to altcoins;
▪️ decreasing fear in the market.

For now, my simple take is:

the market looks better than a week ago, but full reversal confirmation is still missing.

The most interesting thing may start exactly after BTC settles on $65–66K.

This is not a bullish market yet.

This is a market trying to remember what it feels like to rise. 😎📈

🚀 Bitcoin will fly back to ATH again. And that’s exactly when the crowd starts buying…

While BTC is falling — most people are waiting for it to go even lower 😐
When BTC starts rising — “well, maybe there’s still time to catch it” 👀
And when the price updates the ATH — real madness begins:

🚀 “BTC is going to $200k!”
🚀 “This is only the beginning!”
🚀 “Why didn’t I buy earlier?!”

And the crowd starts buying exactly when the price has already flown far from its lows.

That’s the analyst’s point: an ATH can become not an entry point, but a peak FOMO moment.

But there’s a catch 👇

By itself, a new ATH doesn’t necessarily mean it’s time to sell Bitcoin. After breaking the previous all-time high, real price discovery can start—and BTC may very well go even higher.

So I would look not only at the price, but also at volumes, ETF flows, demand from large players, and the behavior of long-term holders.

And most importantly, the market’s main rule remains the same:

Buying feels scary — usually means you want to buy.
Buying feels fun — usually means it’s already too late. 😂

📈 The market is slowly coming back to life.

🟠 BTC — $64,600 (+0.82%)
🔵 ETH — $1,900 (+2.04%)
🟣 SOL — $74 (+0.09%)

💰 Market capitalization has grown to $2.2T (+0.63%), but investors remain cautious.

😨 The Fear and Greed Index is 39, and the Altseason Index is 47. This suggests that a full altcoin season isn’t here yet—the market is still betting on Bitcoin.

👀 If BTC can hold above $65,000, it could be a good sign for further growth across the rest of the crypto assets.

📌 It looks like the market is doing better than its participants’ mood. Everyone is waiting for discounts… which for some reason never arrive. 🤷‍♂️

🚀 $101B in SpaceX shares are coming out from under a lock-up. What does this mean for the market?

📅 The first stage of the largest SpaceX share unblocking since the IPO will take place as early as Thursday. About $101B worth of shares will become available to the market—this is more than a twofold increase in the number of shares in free float.

😬 But that doesn’t mean all of these shares will immediately hit the exchange. The unblocking only gives investors the option to sell—whether they will do so is still unknown.

💰 Meanwhile, shorts have already made billions of dollars from driving the price down, and many early investors may want to lock in profits after a successful IPO.

🤔 What does this mean?

If sales turn out to be substantial, the stock could continue to fall due to increased supply.

But there’s another scenario 👇

🔥 If most investors decide not to sell and demand turns out to be high, the market could trigger a strong short squeeze, forcing shorts to close positions en masse.

📌 So the key event isn’t the unblocking itself, but rather how many shares will actually start getting sold

☕️ While the market is calm, there’s one important signal.

BTC is holding confidently above $64 000, even though the Fear and Greed Index remains at 38. Usually, in moments like this, the market isn’t yet overflowing with optimism—meaning there’s still room for growth. 📈

At the same time, it’s worth paying attention to another detail 👇

🔸 The altseason index has dropped to 51. Not long ago, it was noticeably higher, which suggests that capital is gradually flowing back into Bitcoin.

As long as BTC holds its strength and ETH doesn’t show any leading momentum, it’s too early to talk about a full-blown altseason. What we’re likely seeing is selective growth of individual coins, not a broad rally across the whole market.

👀 What I’m watching today:
• BTC consolidating above $64–65K.
• ETH behavior around $1 900.
• The trend in BTC dominance—this is exactly what may indicate when alts will start outperforming Bitcoin again.

💡 Interesting fact

In recent weeks, large wallets have continued accumulating BTC, while retail investors remain cautious. Historically, this kind of situation has often been observed before stronger market moves.

🇷🇺 69% of Russians don’t understand why they should use cryptocurrencies. 🤔

According to a survey, most people see no reason for themselves to use crypto. But there’s a catch. 👇

📌 More than half of the respondents admitted themselves that they practically know nothing about it.

📌 Almost another quarter say there’s too much contradictory information around it.

That creates an interesting picture: people reject something they haven’t even had time to figure out. 🤷‍♂️

💳 In reality, crypto is still a niche tool. If you don’t invest, don’t deal with foreign payments, don’t run a business, or aren’t interested in technology, then in everyday life you can go without it for years.

📱 But the market is changing.

A few years ago, many people said the same thing: contactless payments, online banking, and digital wallets are complicated and unclear. Today, practically everyone uses them.

👀 What’s interesting is this: most survey participants don’t demand that crypto be banned. They want simple rules, understandable services, and honest information without fairy tales about “1000% in a week.”

💡 And that’s probably the main takeaway.

🚲 A story worthy of “Bandit Petersburg”: 171 electric bicycles and an international wanted notice.

🚨 In Poland, the director of CEO Club Ukraine, Dmytro Karchuk, was detained under a European arrest warrant.

🇩🇪 According to the German investigation, in 2024 he allegedly took possession of a batch of 171 electric bicycles worth more than €126,000, using forged transport documents.

However, the defense categorically rejects the accusations.

According to representatives of CEO Club:
▪️ at the time of the alleged crime, Karchuk was in Ukraine;
▪️ they claim this is confirmed by border-crossing data, phone billing, bank transactions, photos, and videos;
▪️ after the operation, he moved around on crutches because of a knee injury.

🇵🇱 Now, the Polish court is not considering the question of guilt—it only decides whether Karchuk will be transferred to Germany under the European arrest warrant.

💬 As they said in “Bandit Petersburg”:
“In our day, Seryozha, you can steal a bicycle and give all your health to the prison, or you can steal by the freight cars and always stay afloat.

And this story is already about not one bicycle, but 171—and only the court will put the final point here.”