Eternel insatisfait

I would like to express my deep gratitude to the Square team for honoring me with the Best Analyst trophy. Receiving this award is a precious recognition of my efforts and dedication over the past years. Since 2018, the journey has been fraught with challenges, but each obstacle overcome has strengthened my determination and expertise. This trophy symbolizes not only a personal achievement but also the unwavering support of my colleagues and management.

I also want to acknowledge the path I have traveled, marked by moments of doubt and unexpected obstacles. These trials have been opportunities for growth and learning, allowing me to develop essential skills and forge a resilient spirit. This recognition is a source of inspiration and motivation for me to continue to surpass myself and actively contribute to the excellence of our team. I am deeply grateful to all those who have believed in me and supported me throughout this journey.

congratulations for me

🚨 THIS IS WHY YOUR CRYPTO BAGS ARE DUMPING

It's not due to quantum FUD.
It's not due to the Fed being hawkish.

The biggest reason is the liquidity crisis.

As of now, a massive amount of liquidity has been drained by the US Treasury to refill its TGA account.

In the past month, Treasury has sucked out almost $150 billion from the economy.

Now add an already weakening economy on top of a liquidity crisis, and we have a perfect recipe for risk-on asset underperformance.

And crypto is not the only thing that is being sold off.

All the Mag7 stocks have been down YTD in 2026, with a few of them down 12%-15% this year.

So, does that mean the dump will continue?

Well, the TGA balance is already at $922 billion, and this has been the ceiling since the 2020 pandemic ended.

So until a pandemic or WWIII starts, the next step will be the TGA balance going down, which will inject liquidity back into the market.

On top of that, $150 billion in tax refunds will hit the market by March, which will bring more dry powder and could bring a relief rally.

THE UAE MINED $450M BITCOIN

The UAE has so far mined $453.6M Bitcoin through their partners Citadel. It appears that they are holding the majority of the Bitcoin they produce, with their most recent outflows 4 months ago.

Excluding energy costs, the UAE is currently in profit of $344M on their Bitcoin.

In 2018 they had $14M
In 2020 they had $214M
In 2022 they had $864M
Now they have $1.5 BILLION…

Dragonfly just raised another $650M for their latest fund.

You can track all of their current and historical movements on Arkham across 22 labeled addresses. They currently hold $137M in their tracked addresses, and their tracked on-chain PnL peaked at the end of 2024, at $364M.

@CZ stp tips ce poste pour me soutenir

Ramadan
#RamadanWithBinance

👑 BINANCE REMAINS THE KING OF STABLECOIN LIQUIDITY

$47.5B in USDT and USDC reserves now sit on Binance, accounting for 65% of all stablecoins across CEXs.

That keeps Binance the primary hub for stablecoin liquidity.

LATEST: ⚡ CZ says privacy may be the "missing link" for the adoption of crypto payments, pointing out that companies wishing to pay employees in crypto today risk exposing things like salaries.

THE US GOVERNMENT IS HOLDING ITS $20 BILLION BITCOIN

The US Government is holding $22.5 Billion BTC.

The US Government is bullish on Bitcoin.

🇫🇷 « J’ai commencé à investir en 2012… et aujourd’hui je me fais le plus discret possible »

Un investisseur early français revient sur près de quinze ans d’expérience dans l’univers des cryptos.

Il s’est intéressé très tôt au Bitcoin, « par pure curiosité intellectuelle pour la technologie sous-jacente », bien avant que les cryptos ne deviennent un actif financier grand public.

Ceux qui ont investi en 2012 ont vu le prix de Bitcoin passer de quasi zéro à des sommets inimaginables une décennie plus tard.

Aujourd’hui quinquagénaire, il affirme vouloir rester extrêmement discret sur l’étendue réelle de son portefeuille, refusant de divulguer sa valorisation, même sous couvert d’anonymat.

En effet, les vagues récentes de kidnappings et d’agressions visant des détenteurs de cryptos l’ont profondément marqué.
Ces dangers poussent de plus en plus d’investisseurs à réduire toute forme d’exposition publique, et même certains à quitter le pays...

En France, la question de la sécurité des investisseurs crypto est devenue suffisamment préoccupante pour que les forces de l’ordre et des experts recommandent de renforcer ses protections personnelles et numériques.

MACHI BIG BROTHER IS DOWN TO HIS LAST $1 MILLION

Machi Big Brother’s HL account value has just fallen below $1 Million. He had to dip into the PleasrDAO Treasury (which he deposited to 5 YEARS ago) in order to add margin for his latest Hyperliquid longs.

Only 5 months ago Machi Big Brother was worth almost 9 figures. Now, he lost it all and his total PnL stands at -$28.00M. Will he ever make it back?

$BTC to $50,000.
Monthly RSI below 40.

This is where the 2026 bottom could happen based on the 4-year cycle.

Changpeng Zhao, the founder of Binance, shared a bold take on crypto’s future:

“CRYPTO COULD FREE YOU FROM THE 9-TO-5.”

“HOLD STRONG NOW, AND YOU MIGHT NOT NEED TO WORK FOREVER.”

Big vision. Big confidence. 🚀

#BTC

Bitcoin has Weekly Closed above the 200-week EMA (black) for the second week a row

This 200-week EMA is a key confirmation trigger for additional downside

So by Bitcoin Weekly Closing above it, it is staving off bearish confirmation

However, this doesn't mean Bitcoin is now in the clear

In fact, in the absence of any meaningful upside from here going forward, there is a risk that BTC loses the 200-week EMA in time

History suggests price won't be able to produce much upside from this 200-week EMA before an eventual breakdown

$BTC #Crypto #Bitcoin

🚨 INSIDERS ARE ABOUT TO DUMP STOCKS AT THE FASTEST PACE SINCE THE PANDEMIC.

I analyzed the top 100 insider trades of the past week. Here's what’s happening:

- Zero buys
- 100% proposed sales
- Largest single sale: $2.22 billion
- Total proposed sales (top 100 trades): over $50 billion

The timing couldn’t be worse.

The US economy is fragile.
Stocks look weak.
Global uncertainty remains high.

If this massive selling occurs in the coming months, it could devastate the markets.

In a stock market dump, our crypto bags will likely go into hibernation.

Qui utilise le token OpenOcean aujourd’hui ?
✔️ Les traders qui recherchent les meilleurs prix sur plusieurs DEX & CEX en une seule transaction.
✔️ Les utilisateurs DeFi qui veulent réduire leurs frais et optimiser leurs swaps cross-chain.
✔️ Les investisseurs qui participent à la gouvernance et aux opportunités de rendement.
✔️ Les utilisateurs Web3 qui veulent plus de liquidité et moins de fragmentation.
🚀 Un seul écosystème, plusieurs opportunités.
Trade smarter, not harder.

merci ma belle

$BTC Currently on track for its worst Q1 since 2018.

The first quarter of the year is known for its volatile nature 5 out of the last 13 years, Q2 saw the same result as Q1 in terms of up/downside.

So it's safe to say, whatever happens in Q1 does not generally translate over further down the line according to the historical price action.

What I'd always recommend is to mainly watch what the market is telling you. Is the market structure bullish or bearish? Is it the same on every timeframe or is some reversal taking place? That's the only way to navigate this market, especially the way it has been trading for the past 1-2 years where there's not one easy major trend but smaller few month rotations throughout the year.

📉 Selon CryptoQuant, Bitcoin n’aurait pas encore atteint sa capitulation finale.

Les principaux indicateurs on-chain restent en zone bear, mais pas encore en bear extrême.

D’après leurs modèles, le bottom du marché baissier se situerait actuellement autour des 55 000 $.

Un bottom se construit souvent sur plusieurs semaines, voire plusieurs mois.