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FEY60 1

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Bitcoin suddenly surged by more than 10% and finally broke through $71,000. But previously, BTC was still sluggish in the $64โ€“66K range. So what actually happened? There were a few โ€œfuel sourcesโ€ coming in almost at the same time. ๐Ÿ‘‡ 1. Trump sends bullish signals for crypto again. Trump urged Congress to quickly pass the CLARITY Act, a rule intended to provide clearer regulation for digital assets. For markets, clearer regulation = less uncertainty. And usually, institutions feel more comfortable entering when the rules of the game become clearer. 2. The U.S. Treasury suddenly expands bond buybacks The U.S. Treasury announced it will increase long-term bond buybacks from around $2 billion to $4 billion per operation. The effect? Long-term bond yields fell and the dollar weakened. Conditions like this tend to make risk assets such as stocks, gold, and Bitcoin more attractive. 3. Bitcoin ETFs receive large inflows again Spot Bitcoin ETFs also recorded inflows of about $517 million in a single day. That means that as prices started to move upward, demand from investors through ETF products strengthened as well. 4. Then came the SHORT SQUEEZE Now this is what makes the move brutal. Many traders had previously bet that Bitcoin would fall. When BTC instead broke through resistance, their short positions began to be liquidated. Closing shorts = they have to buy BTC. BTC rises โ†’ other shorts also get liquidated โ†’ buy pressure grows even more โ†’ the price climbs even faster. Domino effect. Market data shows that more than $3 billion in crypto short positions were liquidated, with Bitcoin accounting for a large portion of those liquidations. (CoinDesk) So why did Bitcoin suddenly โ€œgas upโ€? ๐Ÿ‡บ๐Ÿ‡ธ Trump & CLARITY Act ๐Ÿ’ฐ Treasury increases buybacks ๐Ÿ“‰ Yields & the dollar weaken โ‚ฟ ETF inflows rise ๐Ÿ’ฅ Short squeeze amplifies the rally Can BTC hold above $70K, or is this only a short squeeze that will soon be met with a correction? Remember, prices that rise fast can also fall fast.
Bitcoin suddenly surged by more than 10% and finally broke through $71,000. But previously, BTC was still sluggish in the $64โ€“66K range. So what actually happened?
There were a few โ€œfuel sourcesโ€ coming in almost at the same time. ๐Ÿ‘‡

1. Trump sends bullish signals for crypto again.
Trump urged Congress to quickly pass the CLARITY Act, a rule intended to provide clearer regulation for digital assets.
For markets, clearer regulation = less uncertainty. And usually, institutions feel more comfortable entering when the rules of the game become clearer.
2. The U.S. Treasury suddenly expands bond buybacks
The U.S. Treasury announced it will increase long-term bond buybacks from around $2 billion to $4 billion per operation.
The effect? Long-term bond yields fell and the dollar weakened.
Conditions like this tend to make risk assets such as stocks, gold, and Bitcoin more attractive.
3. Bitcoin ETFs receive large inflows again
Spot Bitcoin ETFs also recorded inflows of about $517 million in a single day. That means that as prices started to move upward, demand from investors through ETF products strengthened as well.

4. Then came the SHORT SQUEEZE
Now this is what makes the move brutal. Many traders had previously bet that Bitcoin would fall. When BTC instead broke through resistance, their short positions began to be liquidated.
Closing shorts = they have to buy BTC. BTC rises โ†’ other shorts also get liquidated โ†’ buy pressure grows even more โ†’ the price climbs even faster.

Domino effect. Market data shows that more than $3 billion in crypto short positions were liquidated, with Bitcoin accounting for a large portion of those liquidations. (CoinDesk)
So why did Bitcoin suddenly โ€œgas upโ€?
๐Ÿ‡บ๐Ÿ‡ธ Trump & CLARITY Act
๐Ÿ’ฐ Treasury increases buybacks
๐Ÿ“‰ Yields & the dollar weaken
โ‚ฟ ETF inflows rise
๐Ÿ’ฅ Short squeeze amplifies the rally
Can BTC hold above $70K, or is this only a short squeeze that will soon be met with a correction? Remember, prices that rise fast can also fall fast.
ยท
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๐Ÿšจ STRATEGY RISK OF BEING REMOVED FROM THE MSCI INDEX? Imagine you have 840.447 BTC worth about US$53.5 billion, but suddenly thereโ€™s a new issue: MSCI is considering removing Strategy from its index. ๐Ÿ‘€ Why? MSCI is proposing a new rule to exclude companies deemed โ€œnon-operating companies,โ€ meaning companies whose operating activities are no longer considered the primary focus. And Strategy reportedly failed to meet at least 4 out of 5 criteria used in that screening. If Strategy is ultimately removed, the impact doesnโ€™t mean they have to sell Bitcoin. The issue is in the stock market. Passive investors tracking the MSCI index may be forced to cut back or exit their positions in MSTR. ๐Ÿ’ฐ Estimated potential outflow? About US$2 billion. And if other index providers do something similar, the pressure could grow to around US$8.8 billion. So this is not a story like: โŒ โ€œStrategy will go bankrupt.โ€ โŒ โ€œStrategy has to sell all its BTC.โ€ โŒ โ€œThereโ€™s a liquidation trigger.โ€ More accurately: โš ๏ธ Thereโ€™s potential sell pressure from passive investors. Strategy, for sure, isnโ€™t staying silent. They argue that index providers should measure the marketโ€”not decide what assets a company is allowed to hold. So hereโ€™s the big question: Is MSCI maintaining market standardsโ€ฆ or is an old financial system struggling to deal with a new type of company model that makes Bitcoin a major part of its treasury? And if Strategy is truly removedโ€ฆ Will other Bitcoin treasury companies be hit too? ๐Ÿ‘€ ๐Ÿ“… Feedback: 30 September 2026 ๐Ÿ“… Decision: 16 October 2026 ๐Ÿ“… Effective: November 2026 What do you thinkโ€”does MSCI have a valid reason, or is this gatekeeping against Bitcoin treasury companies? ๐Ÿ‘‡ โš ๏ธ NFA. DYOR.
๐Ÿšจ STRATEGY RISK OF BEING REMOVED FROM THE MSCI INDEX?

Imagine you have 840.447 BTC worth about US$53.5 billion, but suddenly thereโ€™s a new issue: MSCI is considering removing Strategy from its index. ๐Ÿ‘€

Why?

MSCI is proposing a new rule to exclude companies deemed โ€œnon-operating companies,โ€ meaning companies whose operating activities are no longer considered the primary focus.

And Strategy reportedly failed to meet at least 4 out of 5 criteria used in that screening.

If Strategy is ultimately removed, the impact doesnโ€™t mean they have to sell Bitcoin.

The issue is in the stock market.
Passive investors tracking the MSCI index may be forced to cut back or exit their positions in MSTR.

๐Ÿ’ฐ Estimated potential outflow?
About US$2 billion.

And if other index providers do something similar, the pressure could grow to around US$8.8 billion.

So this is not a story like:
โŒ โ€œStrategy will go bankrupt.โ€
โŒ โ€œStrategy has to sell all its BTC.โ€
โŒ โ€œThereโ€™s a liquidation trigger.โ€

More accurately:
โš ๏ธ Thereโ€™s potential sell pressure from passive investors.

Strategy, for sure, isnโ€™t staying silent.
They argue that index providers should measure the marketโ€”not decide what assets a company is allowed to hold.

So hereโ€™s the big question:
Is MSCI maintaining market standardsโ€ฆ or is an old financial system struggling to deal with a new type of company model that makes Bitcoin a major part of its treasury?

And if Strategy is truly removedโ€ฆ
Will other Bitcoin treasury companies be hit too? ๐Ÿ‘€

๐Ÿ“… Feedback: 30 September 2026
๐Ÿ“… Decision: 16 October 2026
๐Ÿ“… Effective: November 2026

What do you thinkโ€”does MSCI have a valid reason, or is this gatekeeping against Bitcoin treasury companies? ๐Ÿ‘‡

โš ๏ธ NFA. DYOR.
ยท
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๐Ÿšจ CPI FALLS, BUT BITCOIN IS โ€œJustโ€ฆ staysโ€?!โ€ The latest US inflation data is actually quite positive. ๐Ÿ“Š July CPI: 3.4% โ€” in line with expectations ๐Ÿ“‰ Core CPI: lowest since March 2021 But what was Bitcoinโ€™s reaction? Almost none. ๐Ÿ˜‚ BTC only managed to rise 0.3% to around $64,100, then the gains faded. And this isnโ€™t a one-off. ๐Ÿ“Œ After 3 consecutive CPI releases, BTCโ€™s move still hasnโ€™t even reached 1%. Why could that be? One interesting signal comes from the options market. ๐Ÿ‘‰ The $65,000 level was tested 6 times between August 5โ€“10, but there hasnโ€™t been a daily close above it yet. ๐Ÿ‘‰ Options traders also priced this CPI release as a non-event. ๐Ÿ‘‰ Deribit premiums on CPI day even dropped sharply: from around 25% above the baseline at the start of 2025 to now under 5%. So what does that mean? The crypto market may be starting to get โ€œimmuneโ€ to CPI. Back then, when US inflation data came out โ†’ BTC would immediately jump or crash. Now? Good CPI: ๐Ÿ˜ Bad CPI: ๐Ÿ˜ Bitcoin: โ€œso what am I supposed to do then?โ€ ๐Ÿ˜‚ So the question gets interesting: ๐Ÿ”ฅ If CPI no longer moves Bitcoin much, what will be the next catalyst? Will the marketโ€™s focus shift toward the Fed, Jackson Hole, global liquidity, or even internal crypto factors? And one more thingโ€ฆ Historically, September has an average return of about -4% for Bitcoin. Will history repeat itself this time, or is Bitcoin ready to surprise? In your opinion, why do good news keep coming but BTC stays flat? ๐Ÿ‘‡ โš ๏ธ NFA. DYOR.
๐Ÿšจ CPI FALLS, BUT BITCOIN IS โ€œJustโ€ฆ staysโ€?!โ€

The latest US inflation data is actually quite positive.

๐Ÿ“Š July CPI: 3.4% โ€” in line with expectations
๐Ÿ“‰ Core CPI: lowest since March 2021

But what was Bitcoinโ€™s reaction? Almost none. ๐Ÿ˜‚

BTC only managed to rise 0.3% to around $64,100, then the gains faded.

And this isnโ€™t a one-off.

๐Ÿ“Œ After 3 consecutive CPI releases, BTCโ€™s move still hasnโ€™t even reached 1%.

Why could that be?

One interesting signal comes from the options market.

๐Ÿ‘‰ The $65,000 level was tested 6 times between August 5โ€“10, but there hasnโ€™t been a daily close above it yet.

๐Ÿ‘‰ Options traders also priced this CPI release as a non-event.

๐Ÿ‘‰ Deribit premiums on CPI day even dropped sharply: from around 25% above the baseline at the start of 2025 to now under 5%.

So what does that mean?

The crypto market may be starting to get โ€œimmuneโ€ to CPI.

Back then, when US inflation data came out โ†’ BTC would immediately jump or crash.

Now?

Good CPI: ๐Ÿ˜
Bad CPI: ๐Ÿ˜
Bitcoin: โ€œso what am I supposed to do then?โ€ ๐Ÿ˜‚

So the question gets interesting:

๐Ÿ”ฅ If CPI no longer moves Bitcoin much, what will be the next catalyst?

Will the marketโ€™s focus shift toward the Fed, Jackson Hole, global liquidity, or even internal crypto factors?

And one more thingโ€ฆ

Historically, September has an average return of about -4% for Bitcoin.

Will history repeat itself this time, or is Bitcoin ready to surprise?

In your opinion, why do good news keep coming but BTC stays flat? ๐Ÿ‘‡
โš ๏ธ NFA. DYOR.
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๐Ÿšจ ADA YANG โ€œPRINT UANGโ€ 4 BILLION TOKEN ONE FROM THE AIR! ๐Ÿค‘ Imagine having digital money, and then suddenly someone finds a loophole and can print billions of new tokens without permission. Thatโ€™s whatโ€™s allegedly happened on the Harmony (ONE) network. About 4 billion ONE are believed to have been created without authorization, or roughly 26% of the total token supply. What makes it even crazier? ๐Ÿ’ฅ About 2.8 billion ONE were immediately moved to an exchange ๐Ÿ“‰ The price of ONE briefly crashed by more than 50% ๐Ÿšจ Harmony then halted the bridge and patched the validator ๐Ÿ”’ Related wallets were also frozen So the question is: how could billions of new tokens appear and be transferred before the market reacted? According to on-chain analyst Juiceberg, the numbers appear to come from activity on the blockchain. But until now, the root cause still hasnโ€™t been officially confirmed. And this isnโ€™t the first time Harmony has faced a major problem. In 2022, Harmony was hacked and lost about $100 million, which was then linked to the Lazarus Group. This time, thereโ€™s another story that adds to the chaos. ZachXBT is reported to have refused to assist with the recovery process, citing unresolved payment issues related to the previous hack case. So now there are several big questions: ๐Ÿ‘‰ Is this purely a protocol failure? ๐Ÿ‘‰ How could 4 billion tokens be minted without permission? ๐Ÿ‘‰ Why could 2.8 billion tokens reach an exchange so quickly? ๐Ÿ‘‰ And if the funds have already been spread, how likely is it that they can be recovered? Crypto really is decentralized. But if one loophole can make 4 billion tokens appear out of thin air, the issue is no longer just a matter of the price dropping. This is about how strong the system is when itโ€™s truly tested. ๐Ÿ‘€ What do you thinkโ€”just a fatal bug, or something deeper? ๐Ÿ‘‡ Drop your thoughts.
๐Ÿšจ ADA YANG โ€œPRINT UANGโ€ 4 BILLION TOKEN ONE FROM THE AIR! ๐Ÿค‘

Imagine having digital money, and then suddenly someone finds a loophole and can print billions of new tokens without permission.

Thatโ€™s whatโ€™s allegedly happened on the Harmony (ONE) network.

About 4 billion ONE are believed to have been created without authorization, or roughly 26% of the total token supply.

What makes it even crazier?

๐Ÿ’ฅ About 2.8 billion ONE were immediately moved to an exchange
๐Ÿ“‰ The price of ONE briefly crashed by more than 50%
๐Ÿšจ Harmony then halted the bridge and patched the validator
๐Ÿ”’ Related wallets were also frozen

So the question is: how could billions of new tokens appear and be transferred before the market reacted?

According to on-chain analyst Juiceberg, the numbers appear to come from activity on the blockchain. But until now, the root cause still hasnโ€™t been officially confirmed.

And this isnโ€™t the first time Harmony has faced a major problem.

In 2022, Harmony was hacked and lost about $100 million, which was then linked to the Lazarus Group.

This time, thereโ€™s another story that adds to the chaos.

ZachXBT is reported to have refused to assist with the recovery process, citing unresolved payment issues related to the previous hack case.

So now there are several big questions:

๐Ÿ‘‰ Is this purely a protocol failure?
๐Ÿ‘‰ How could 4 billion tokens be minted without permission?
๐Ÿ‘‰ Why could 2.8 billion tokens reach an exchange so quickly?
๐Ÿ‘‰ And if the funds have already been spread, how likely is it that they can be recovered?

Crypto really is decentralized.

But if one loophole can make 4 billion tokens appear out of thin air, the issue is no longer just a matter of the price dropping.

This is about how strong the system is when itโ€™s truly tested. ๐Ÿ‘€

What do you thinkโ€”just a fatal bug, or something deeper?

๐Ÿ‘‡ Drop your thoughts.
ยท
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๐Ÿšจ WHALE BTC MAKING FAT, RETAIL ACTUALLY SHRINKING Something interesting is happening on the Bitcoin network. The number of wallets holding 10,000+ BTC has now reached 90 wallets, the highest level in the last 6 months. Whatโ€™s more, 6 new wallets have entered this category in just 8 weeks. Meanwhile, mid-to-large wallets are estimated to have added around $1.5 billion worth of BTC since July 29. But on the other handโ€ฆ ๐Ÿณ Whales & mid-size wallets โ†’ continue adding BTC ๐Ÿฆ Micro-wallets โ†’ continue decreasing throughout August So, whatโ€™s actually going on? According to Santimentโ€™s analysis, there are two factors that may be pushing retail investors out: ๐Ÿ”ด Coldcard exploitation that triggers concerns about wallet security. ๐Ÿ”ด Delays to the CLARITY Act that add more regulatory uncertainty back into the crypto market. But thereโ€™s one big question: Is this really a sign of whale accumulation? Or maybe some of that BTC is just being moved from smaller wallets to cold storageโ€”especially after security concerns surfaced? If whales are accumulating while retail is actually selling off, this kind of pattern is definitely worth watching. Because in the market, who sells and who buys is sometimes more important than simply looking at the price. ๐Ÿ‘€ What do you thinkโ€”does this indicate whales are preparing for something, or is it just BTC moving between wallets? ๐Ÿ‘‡ Share your thoughts in the comments section.
๐Ÿšจ WHALE BTC MAKING FAT, RETAIL ACTUALLY SHRINKING

Something interesting is happening on the Bitcoin network.

The number of wallets holding 10,000+ BTC has now reached 90 wallets, the highest level in the last 6 months.

Whatโ€™s more, 6 new wallets have entered this category in just 8 weeks.

Meanwhile, mid-to-large wallets are estimated to have added around $1.5 billion worth of BTC since July 29.

But on the other handโ€ฆ

๐Ÿณ Whales & mid-size wallets โ†’ continue adding BTC
๐Ÿฆ Micro-wallets โ†’ continue decreasing throughout August

So, whatโ€™s actually going on?

According to Santimentโ€™s analysis, there are two factors that may be pushing retail investors out:

๐Ÿ”ด Coldcard exploitation that triggers concerns about wallet security.

๐Ÿ”ด Delays to the CLARITY Act that add more regulatory uncertainty back into the crypto market.

But thereโ€™s one big question:

Is this really a sign of whale accumulation?

Or maybe some of that BTC is just being moved from smaller wallets to cold storageโ€”especially after security concerns surfaced?

If whales are accumulating while retail is actually selling off, this kind of pattern is definitely worth watching.

Because in the market, who sells and who buys is sometimes more important than simply looking at the price. ๐Ÿ‘€

What do you thinkโ€”does this indicate whales are preparing for something, or is it just BTC moving between wallets?

๐Ÿ‘‡ Share your thoughts in the comments section.
ยท
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๐Ÿšจ 594 BTC Drained from a Cold Wallet in 25 Minutes! 594 $BTC or tens of millions of dollars were successfully stolen in just about 25 minutes. What makes this case even more interesting: those wallets had never even been connected to the internet. According to security researchers, the issue stems from a bug in the COLDCARD firmware random number generator (RNG). On certain devices, the system instead uses a weaker software generator and uses values that can be predicted as the seed. As a result, the seed wallet that should have remained secret can be reverse-engineered. ๐Ÿ“Œ What happened: โ€ข About 500 wallets affected โ€ข 594 BTC successfully drained โ€ข Occurred in 3 Bitcoin blocks โ€ข Attack window: 01:31โ€“01:56 UTC โ€ข Median loss: 0.41 BTC โ€ข Largest loss: 29.9 BTC โ€ข The attacker appears to be targeting wallets based on balance amount Interestingly, the technical analysis also mentions that entropy on Mk4/Mk5 devices can drop from 128-bit to around 72-bit. So, can โ€œcold wallet = safeโ€ still be considered an absolute rule? ๐Ÿค” This case actually shows that wallet security isnโ€™t just about online vs offlineโ€”itโ€™s also about how that seed is generated from the very beginning. And since all Bitcoin transactions are recorded publicly, the attackerโ€™s trail can also be analyzed on-chain. โš ๏ธ Note: The investigation is still ongoing. So itโ€™s better to view this as a lesson in self-custody security, not something to turn into instant FUD.
๐Ÿšจ 594 BTC Drained from a Cold Wallet in 25 Minutes!

594 $BTC or tens of millions of dollars were successfully stolen in just about 25 minutes.

What makes this case even more interesting: those wallets had never even been connected to the internet.

According to security researchers, the issue stems from a bug in the COLDCARD firmware random number generator (RNG). On certain devices, the system instead uses a weaker software generator and uses values that can be predicted as the seed.

As a result, the seed wallet that should have remained secret can be reverse-engineered.

๐Ÿ“Œ What happened:
โ€ข About 500 wallets affected
โ€ข 594 BTC successfully drained
โ€ข Occurred in 3 Bitcoin blocks
โ€ข Attack window: 01:31โ€“01:56 UTC
โ€ข Median loss: 0.41 BTC
โ€ข Largest loss: 29.9 BTC
โ€ข The attacker appears to be targeting wallets based on balance amount

Interestingly, the technical analysis also mentions that entropy on Mk4/Mk5 devices can drop from 128-bit to around 72-bit.

So, can โ€œcold wallet = safeโ€ still be considered an absolute rule? ๐Ÿค”

This case actually shows that wallet security isnโ€™t just about online vs offlineโ€”itโ€™s also about how that seed is generated from the very beginning.

And since all Bitcoin transactions are recorded publicly, the attackerโ€™s trail can also be analyzed on-chain.

โš ๏ธ Note: The investigation is still ongoing. So itโ€™s better to view this as a lesson in self-custody security, not something to turn into instant FUD.
ยท
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Sudden pre-market buzz erupted after SpaceX shares corrected by around ~11%. Even though their revenue surged sharply +92% ($7.8M), beating expectations. Unfortunately, Wall Street is panicking over the ballooning capex reaching $18.4M (vs. an estimated ~$13M) and news about the opening of the lock-up (unlock) for 911 million shares. Amid the noise, social media timelines are suddenly flooded with a classic narrative: โ€œMoney from SpaceX/shares will rotate into crypto!โ€ But before you join in spreading FOMO, letโ€™s break down fact vs. myth based on the data. ๐Ÿšจ Myth 1: โ€œSpaceX Sold Their Bitcoin!โ€ Fact: SpaceX does NOT sell its own Bitcoin. All 18,712 BTC is still intact in their wallets. The decline in the portfolioโ€™s value is purely due to the general drop in BTC prices (down ~33%), not because Elon Musk pressed a sell button. Overall, their position still holds unrealized gains of about +$437 million. ๐Ÿšจ Myth 2: โ€œ911 Million Share Unlock = Massive $101.6M Sell-Off!โ€ Fact: A share unlock is permission to sell, not an instant, automatic sell action. This unlock process is staggered in phases through December. The largest tranche has even never been triggered, and shares belonging to Elon Musk himself are tightly locked (lock-up) until mid-2027. Many people assume that when the stock market corrects or releases lock-ups, its liquidity will flow into Bitcoin. However, the capital flow data this year actually points the other way: Crypto โ†’ AI Stocks. Letโ€™s look at the real data: - Q2 performance: S&P 500 rose +16%, Nasdaq jumped +28%, while Bitcoin fell -10%. - Equity flows: Citi reports that around ~$3.3 billion in funds actually outflow (left) Spot Bitcoin ETFs as of July. Global liquidity right now is more interested in chasing the AI narrative (AI equities) and risk assets with real revenue fundamentals rather than speculating in the crypto market, which is currently consolidating.
Sudden pre-market buzz erupted after SpaceX shares corrected by around ~11%. Even though their revenue surged sharply +92% ($7.8M), beating expectations.

Unfortunately, Wall Street is panicking over the ballooning capex reaching $18.4M (vs. an estimated ~$13M) and news about the opening of the lock-up (unlock) for 911 million shares.

Amid the noise, social media timelines are suddenly flooded with a classic narrative: โ€œMoney from SpaceX/shares will rotate into crypto!โ€

But before you join in spreading FOMO, letโ€™s break down fact vs. myth based on the data.

๐Ÿšจ Myth 1: โ€œSpaceX Sold Their Bitcoin!โ€

Fact: SpaceX does NOT sell its own Bitcoin. All 18,712 BTC is still intact in their wallets. The decline in the portfolioโ€™s value is purely due to the general drop in BTC prices (down ~33%), not because Elon Musk pressed a sell button. Overall, their position still holds unrealized gains of about +$437 million.

๐Ÿšจ Myth 2: โ€œ911 Million Share Unlock = Massive $101.6M Sell-Off!โ€

Fact: A share unlock is permission to sell, not an instant, automatic sell action. This unlock process is staggered in phases through December. The largest tranche has even never been triggered, and shares belonging to Elon Musk himself are tightly locked (lock-up) until mid-2027.

Many people assume that when the stock market corrects or releases lock-ups, its liquidity will flow into Bitcoin. However, the capital flow data this year actually points the other way: Crypto โ†’ AI Stocks.

Letโ€™s look at the real data:
- Q2 performance: S&P 500 rose +16%, Nasdaq jumped +28%, while Bitcoin fell -10%.
- Equity flows: Citi reports that around ~$3.3 billion in funds actually outflow (left) Spot Bitcoin ETFs as of July.

Global liquidity right now is more interested in chasing the AI narrative (AI equities) and risk assets with real revenue fundamentals rather than speculating in the crypto market, which is currently consolidating.
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Michael Saylor has been quiet again, and many people have started wondering what is actually going on. The fact is: Strategy has not bought Bitcoin for five consecutive weeks. This marks their longest pause in nearly 2 years. But thereโ€™s one thing that is often misunderstood. They havenโ€™t sold their Bitcoin at all. As of now, Strategy still holds about 843,775 BTC with no reduction. What they have been selling is shares of the company (MSTR) to raise cashโ€”not Bitcoin. An interesting discussion topic: โžก๏ธ Bull vs Bear Is stopping Bitcoin purchases a wise move to strengthen cash reserves? Or is it a sign that the โ€œbuy Bitcoin nonstopโ€ strategy is starting to wobble? Look at it from both sides. โžก๏ธ Clarify the issue of โ€œselling $216 million worth of Bitcoinโ€ Many people think Strategy is dumping Bitcoin in large amounts. However, the $216 million figure is the total Bitcoin sales so far this yearโ€”an amount thatโ€™s even less than 0.5% of their total holdings. Donโ€™t mix up selling company stock with selling Bitcoin. โžก๏ธ What is the ATM Equity Program? Why does the company choose to sell shares to add cash, but doesnโ€™t immediately use it to buy Bitcoin? This is an interesting topic to explain to an audience thatโ€™s still new to it. Quick data: * The price of Bitcoin is around $65,400 * MSTR shares are down about 38% since the start of the year * Strategyโ€™s cash reserves are currently around $3.75 billion All the figures above can change depending on market conditions. This is not an invitation to buy or sell assets. Itโ€™s only an explanation so you can better understand whatโ€™s happening right now. ๐Ÿง 
Michael Saylor has been quiet again, and many people have started wondering what is actually going on.

The fact is:
Strategy has not bought Bitcoin for five consecutive weeks. This marks their longest pause in nearly 2 years.

But thereโ€™s one thing that is often misunderstood.

They havenโ€™t sold their Bitcoin at all. As of now, Strategy still holds about 843,775 BTC with no reduction.

What they have been selling is shares of the company (MSTR) to raise cashโ€”not Bitcoin.

An interesting discussion topic:

โžก๏ธ Bull vs Bear
Is stopping Bitcoin purchases a wise move to strengthen cash reserves? Or is it a sign that the โ€œbuy Bitcoin nonstopโ€ strategy is starting to wobble? Look at it from both sides.

โžก๏ธ Clarify the issue of โ€œselling $216 million worth of Bitcoinโ€
Many people think Strategy is dumping Bitcoin in large amounts. However, the $216 million figure is the total Bitcoin sales so far this yearโ€”an amount thatโ€™s even less than 0.5% of their total holdings. Donโ€™t mix up selling company stock with selling Bitcoin.

โžก๏ธ What is the ATM Equity Program?
Why does the company choose to sell shares to add cash, but doesnโ€™t immediately use it to buy Bitcoin? This is an interesting topic to explain to an audience thatโ€™s still new to it.

Quick data:

* The price of Bitcoin is around $65,400
* MSTR shares are down about 38% since the start of the year
* Strategyโ€™s cash reserves are currently around $3.75 billion

All the figures above can change depending on market conditions.

This is not an invitation to buy or sell assets. Itโ€™s only an explanation so you can better understand whatโ€™s happening right now. ๐Ÿง 
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1989 โ€” The First Seed of Digital Money DigiCash tried to bring the concept of digital money to life. The technology wasnโ€™t yet able to change the world, but the idea became a foundation. 2008 โ€” Bitcoin Introduced A person named Satoshi Nakamoto released the Bitcoin white paper. For the first time, the idea of digital money that can run without banks appeared. 2009 โ€” Bitcoin Goes Live The Genesis Block was successfully mined. From there, the Bitcoin network began to live. 2010 โ€” 10,000 BTC for Pizza Two pizza trays were paid with 10,000 Bitcoins. At the time, it seemed ordinaryโ€”now itโ€™s become one of the most legendary transactions in crypto. 2013 โ€” Bitcoin Breaks Through US$1,000 The world started to realize that Bitcoin wasnโ€™t just a technology experiment. 2015 โ€” Ethereum Arrives Blockchain advanced further through smart contracts. It wasnโ€™t only about money, but also about applications and various digital innovations. 2017 โ€” Crypto Becomes a Global Conversation Bitcoinโ€™s price neared US$20,000. Millions of people began to recognize digital assets. 2021 โ€” A Year You Wonโ€™t Forget Bitcoin set new records, NFTs exploded, and the crypto industry became a global talking point. 2022 โ€” The Industry Is Tested The collapse of FTX shook market confidence. Still, blockchain technology continued to develop, and the industry kept improving. 2024 โ€” Bitcoin ETF Approved Major financial institutions began to open access to Bitcoin for a wider range of investors. 2025 โ€” Adoption Becomes More Real More and more companies, banks, and institutions began to include digital assets in their strategies. 2026 โ€” Crypto Goes Mainstream Digital assets are no longer just an alternative, but are beginning to become part of the global financial ecosystem. 2027 โ€” Whatโ€™s the Next Chapter? Tokenization of stocks and propertyโ€”or innovations we havenโ€™t even imagined yet? โธป This journey shows one thing: technology will keep moving, and those who keep learning are usually better prepared for change.
1989 โ€” The First Seed of Digital Money
DigiCash tried to bring the concept of digital money to life. The technology wasnโ€™t yet able to change the world, but the idea became a foundation.

2008 โ€” Bitcoin Introduced
A person named Satoshi Nakamoto released the Bitcoin white paper. For the first time, the idea of digital money that can run without banks appeared.

2009 โ€” Bitcoin Goes Live
The Genesis Block was successfully mined. From there, the Bitcoin network began to live.

2010 โ€” 10,000 BTC for Pizza
Two pizza trays were paid with 10,000 Bitcoins. At the time, it seemed ordinaryโ€”now itโ€™s become one of the most legendary transactions in crypto.

2013 โ€” Bitcoin Breaks Through US$1,000
The world started to realize that Bitcoin wasnโ€™t just a technology experiment.

2015 โ€” Ethereum Arrives
Blockchain advanced further through smart contracts. It wasnโ€™t only about money, but also about applications and various digital innovations.

2017 โ€” Crypto Becomes a Global Conversation
Bitcoinโ€™s price neared US$20,000. Millions of people began to recognize digital assets.

2021 โ€” A Year You Wonโ€™t Forget
Bitcoin set new records, NFTs exploded, and the crypto industry became a global talking point.

2022 โ€” The Industry Is Tested
The collapse of FTX shook market confidence. Still, blockchain technology continued to develop, and the industry kept improving.

2024 โ€” Bitcoin ETF Approved
Major financial institutions began to open access to Bitcoin for a wider range of investors.

2025 โ€” Adoption Becomes More Real
More and more companies, banks, and institutions began to include digital assets in their strategies.

2026 โ€” Crypto Goes Mainstream
Digital assets are no longer just an alternative, but are beginning to become part of the global financial ecosystem.

2027 โ€” Whatโ€™s the Next Chapter?
Tokenization of stocks and propertyโ€”or innovations we havenโ€™t even imagined yet?
โธป
This journey shows one thing: technology will keep moving, and those who keep learning are usually better prepared for change.
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Bitcoin briefly rose to $65,000 after U.S. inflation data came out better than expected. It should make the market happy. But whatโ€™s surprising is that many investors chose to sell instead. Why could that be? Glassnode data shows something quite unique is happening. On one side, long-term holdersโ€”who usually tend to hold strongโ€”have started selling even though theyโ€™re still at a loss. This has become the largest stop-loss selling since the end of 2022. On the other side, people who bought when the price dropped are taking advantage of this rise to lock in profits. So itโ€™s not just one group sellingโ€”both groups are exiting. Now, there are two opinions about this situation. ๐ŸŸข The optimists say this could be a sign the market is nearing a bottom. Because when long-term holders give up and selling pressure starts to fade, the market typically has a chance to rebound. ๐Ÿ”ด But the pessimists say itโ€™s not necessarily. In their view, short-term holders still arenโ€™t truly panic-selling yet. So the selling pressure may not be over. Thereโ€™s another interesting data point. Right now, there are around 10.45 million BTC whose value is still below the purchase priceโ€”that is, theyโ€™re still stuck. This is the first time in this cycle that the number of BTC at a loss is higher than the number at a profit. In addition, the proportion of realized losses by long-term holders has risen sharply, from 15% in February to 43% now. Even in a single day, realized losses were recorded at as much as US$280 million. What do you think? Is this a sign that Bitcoin is nearing a turning point, or is there still potential for it to drop further? โš ๏ธ Not a call to buy or sell. This content is for education only. Always do your own research before making any investment decisions.
Bitcoin briefly rose to $65,000 after U.S. inflation data came out better than expected. It should make the market happy. But whatโ€™s surprising is that many investors chose to sell instead.

Why could that be?

Glassnode data shows something quite unique is happening.

On one side, long-term holdersโ€”who usually tend to hold strongโ€”have started selling even though theyโ€™re still at a loss. This has become the largest stop-loss selling since the end of 2022.

On the other side, people who bought when the price dropped are taking advantage of this rise to lock in profits. So itโ€™s not just one group sellingโ€”both groups are exiting.

Now, there are two opinions about this situation.

๐ŸŸข The optimists say this could be a sign the market is nearing a bottom. Because when long-term holders give up and selling pressure starts to fade, the market typically has a chance to rebound.

๐Ÿ”ด But the pessimists say itโ€™s not necessarily. In their view, short-term holders still arenโ€™t truly panic-selling yet. So the selling pressure may not be over.

Thereโ€™s another interesting data point.

Right now, there are around 10.45 million BTC whose value is still below the purchase priceโ€”that is, theyโ€™re still stuck. This is the first time in this cycle that the number of BTC at a loss is higher than the number at a profit.

In addition, the proportion of realized losses by long-term holders has risen sharply, from 15% in February to 43% now. Even in a single day, realized losses were recorded at as much as US$280 million.

What do you think?

Is this a sign that Bitcoin is nearing a turning point, or is there still potential for it to drop further?

โš ๏ธ Not a call to buy or sell. This content is for education only. Always do your own research before making any investment decisions.
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CLARITY Act Enters the Week of Determination? Hereโ€™s Whatโ€™s Happening on Wall Street Exactly one year ago today, the U.S. House of Representatives officially passed the CLARITY Act with a vote of 294 in favor and 134 against. Now, today Congress is holding a hearing at the Federal Hall in New York, under the theme โ€œBuilding the Future of Financeโ€. But donโ€™t misunderstand first. Today isnโ€™t a voting session, so thereโ€™s been no decision yet on whether the CLARITY Act will be ratified or not. The purpose of this hearing is mainly to apply pressure to the Senate, because this bill has been โ€œparkedโ€ there since June 1. Meanwhile, Congressโ€™s session will go into recess starting August 7, so the timeline is getting tighter. To pass, the CLARITY Act needs at least 60 votes in the Senate. Unfortunately, according to Polymarket, the chance of passage has now dropped to around 43%. So what exactly does the CLARITY Act regulate? In short, this bill aims to make crypto regulations in the United States clearer. * If the assets fall under the category of commodities, the regulator will be the CFTC. * If they fall under the category of securities, the regulator will be the SEC. * Meanwhile, stablecoins will be overseen by the banking regulators. If these rules truly come into effect, many hope that major companies and investors will be more willing to enter the crypto industry because the rules of the game will be clear. But why hasnโ€™t it been approved yet? There are still several things that havenโ€™t been agreed on, including: * Legal protections for DeFi developers. * Whether stablecoins are allowed to pay interest or yield. * Rules regarding government officials who hold crypto assets. Thatโ€™s why discussions are still tough in the Senate. Now the question is: in your opinion, will the CLARITY Act succeed in passing this year, or will it be delayed again?
CLARITY Act Enters the Week of Determination? Hereโ€™s Whatโ€™s Happening on Wall Street

Exactly one year ago today, the U.S. House of Representatives officially passed the CLARITY Act with a vote of 294 in favor and 134 against.

Now, today Congress is holding a hearing at the Federal Hall in New York, under the theme โ€œBuilding the Future of Financeโ€.

But donโ€™t misunderstand first. Today isnโ€™t a voting session, so thereโ€™s been no decision yet on whether the CLARITY Act will be ratified or not.

The purpose of this hearing is mainly to apply pressure to the Senate, because this bill has been โ€œparkedโ€ there since June 1. Meanwhile, Congressโ€™s session will go into recess starting August 7, so the timeline is getting tighter.

To pass, the CLARITY Act needs at least 60 votes in the Senate. Unfortunately, according to Polymarket, the chance of passage has now dropped to around 43%.

So what exactly does the CLARITY Act regulate?

In short, this bill aims to make crypto regulations in the United States clearer.

* If the assets fall under the category of commodities, the regulator will be the CFTC.
* If they fall under the category of securities, the regulator will be the SEC.
* Meanwhile, stablecoins will be overseen by the banking regulators.

If these rules truly come into effect, many hope that major companies and investors will be more willing to enter the crypto industry because the rules of the game will be clear.

But why hasnโ€™t it been approved yet?

There are still several things that havenโ€™t been agreed on, including:

* Legal protections for DeFi developers.
* Whether stablecoins are allowed to pay interest or yield.
* Rules regarding government officials who hold crypto assets.

Thatโ€™s why discussions are still tough in the Senate.

Now the question is: in your opinion, will the CLARITY Act succeed in passing this year, or will it be delayed again?
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The current BTC chart forces everyone to stare at figures far below the spot price. The biggest question the community has right now: Will the price be compelled to move toward mass liquidation levels? For now, BTC is holding at the lowest level of $62,000 after being rejected at $64,000. CEO Alphractal data shows that long leverage continues to build up even as the market weakens. 1. What Is a "Liquidity Magnet"? Liquidation heatmaps often look like a treasure map, but these levels are estimatesโ€”not destiny. โ€ข How it works: This map predicts where a traderโ€™s leveraged position will be forced to close (liquidate). โ€ข The magnet effect: Markets often move toward high liquidity because exchanges and market makers seek volume efficiency. โ€ข Not a certainty: Liquidity can shift. Traders can add margin or close positions earlier, which can immediately erase that "magnet" area. 2. Bull vs. Bear: Whoโ€™s Being Rational? The $60,000โ€“$62,000 zone is currently filled with vulnerable longs. This is where the debate heats up: โ€ข Bear viewpoint: Dense leverage rarely passes the test. History shows candle wicks often pierce downward to "cleanse" the market of greedy traders before a rebound. โ€ข Bull viewpoint: The biggest pockets of liquidity are actually at higher levels ($55,000โ€“$57,000), and the spot bid around $60,000 continues to absorb selling pressure. As long as $60k holds strong, the scenario to $53k is just excessive fear. 3. Macro Wildcard: A Savior from the Sky? Global macro sentiment brings a breath of fresh air. Expectations of interest-rate cuts have just pushed BTC back above $61,800. These easing expectations could be a game changer. If global liquidity increases, buying pressure in the spot market may ease the urgency for the market to go down and pick up lower liquidationsโ€”and instead trigger a short squeeze upward.
The current BTC chart forces everyone to stare at figures far below the spot price.
The biggest question the community has right now: Will the price be compelled to move toward mass liquidation levels?

For now, BTC is holding at the lowest level of $62,000 after being rejected at $64,000. CEO Alphractal data shows that long leverage continues to build up even as the market weakens.

1. What Is a "Liquidity Magnet"?
Liquidation heatmaps often look like a treasure map, but these levels are estimatesโ€”not destiny.
โ€ข How it works: This map predicts where a traderโ€™s leveraged position will be forced to close (liquidate).
โ€ข The magnet effect: Markets often move toward high liquidity because exchanges and market makers seek volume efficiency.
โ€ข Not a certainty: Liquidity can shift. Traders can add margin or close positions earlier, which can immediately erase that "magnet" area.

2. Bull vs. Bear: Whoโ€™s Being Rational?
The $60,000โ€“$62,000 zone is currently filled with vulnerable longs. This is where the debate heats up:

โ€ข Bear viewpoint: Dense leverage rarely passes the test. History shows candle wicks often pierce downward to "cleanse" the market of greedy traders before a rebound.
โ€ข Bull viewpoint: The biggest pockets of liquidity are actually at higher levels ($55,000โ€“$57,000), and the spot bid around $60,000 continues to absorb selling pressure. As long as $60k holds strong, the scenario to $53k is just excessive fear.

3. Macro Wildcard: A Savior from the Sky?
Global macro sentiment brings a breath of fresh air. Expectations of interest-rate cuts have just pushed BTC back above $61,800.

These easing expectations could be a game changer. If global liquidity increases, buying pressure in the spot market may ease the urgency for the market to go down and pick up lower liquidationsโ€”and instead trigger a short squeeze upward.
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Michael Saylor Sells Bitcoin: Panic Selling or Smart Strategy? For crypto enthusiasts, Michael Saylor is the main beacon of the HODL movement. But the crypto world has just been startled by the latest Form 8-K data: Strategy officially carried out the largest BTC sale in their companyโ€™s history. Why is the King of HODL selling? Letโ€™s break it downโ€”whatโ€™s actually going on? ๐Ÿง Strategy sold 3,588 BTC worth about $216 million between June 29 and July 5. But donโ€™t worry, it wasnโ€™t because theyโ€™re panicking about the market. The proceeds from the sale were purely used for operational needsโ€”paying their second-quarter (Q2) dividend for preferred stock (series STRF, STRE, STRK, STRD) and the June monthly dividend for STRC. In fact, they still hold firmly 843,775 BTC and have cash reserves of $2.55 billion. Even the $1.25 billion BTC monetization program they set up at the end of June is still intact and untouched! This move immediately sparked a heated debate in the market: โ€ข Bull Camp (Optimistic): Relaxโ€”3,588 BTC is only 0.42% of Strategyโ€™s total Bitcoin stash. This is just small-scale capital management to cover routine operations! โ€ข Bear Camp (Pessimistic): But wait. They sold this BTC at an average price of $59,256 & $60,773. Meanwhile, their cost basis (average buy) is in the range of $75,476. That means theyโ€™re willing to cut losses! Is this an early signal that the market might start to collapse? Learn From History: A Market Bottom Signal? ๐Ÿ“ˆ Interestingly, this is only the third time Strategy has sold BTC since December 2022. Looking at history, their BTC sales in 2022 actually happened just a few weeks before Bitcoin reached its lowest point (cycle bottom), before it ultimately surged. Will history repeat itself? Quick Stats: ๐Ÿ“Š โ€ข 3,588 BTC Sold โ‰ˆ $216 Million (Companyโ€™s biggest record) โ€ข 100x larger than the May sale (32 BTC) โ€ข Remaining Assets: 843,775 BTC + $2.55 Billion in Cash
Michael Saylor Sells Bitcoin: Panic Selling or Smart Strategy?

For crypto enthusiasts, Michael Saylor is the main beacon of the HODL movement. But the crypto world has just been startled by the latest Form 8-K data: Strategy officially carried out the largest BTC sale in their companyโ€™s history.

Why is the King of HODL selling? Letโ€™s break it downโ€”whatโ€™s actually going on? ๐Ÿง

Strategy sold 3,588 BTC worth about $216 million between June 29 and July 5. But donโ€™t worry, it wasnโ€™t because theyโ€™re panicking about the market. The proceeds from the sale were purely used for operational needsโ€”paying their second-quarter (Q2) dividend for preferred stock (series STRF, STRE, STRK, STRD) and the June monthly dividend for STRC.

In fact, they still hold firmly 843,775 BTC and have cash reserves of $2.55 billion. Even the $1.25 billion BTC monetization program they set up at the end of June is still intact and untouched!

This move immediately sparked a heated debate in the market:
โ€ข Bull Camp (Optimistic): Relaxโ€”3,588 BTC is only 0.42% of Strategyโ€™s total Bitcoin stash. This is just small-scale capital management to cover routine operations!
โ€ข Bear Camp (Pessimistic): But wait. They sold this BTC at an average price of $59,256 & $60,773. Meanwhile, their cost basis (average buy) is in the range of $75,476.
That means theyโ€™re willing to cut losses! Is this an early signal that the market might start to collapse?

Learn From History: A Market Bottom Signal? ๐Ÿ“ˆ
Interestingly, this is only the third time Strategy has sold BTC since December 2022. Looking at history, their BTC sales in 2022 actually happened just a few weeks before Bitcoin reached its lowest point (cycle bottom), before it ultimately surged. Will history repeat itself?

Quick Stats: ๐Ÿ“Š
โ€ข 3,588 BTC Sold โ‰ˆ $216 Million (Companyโ€™s biggest record)
โ€ข 100x larger than the May sale (32 BTC)
โ€ข Remaining Assets: 843,775 BTC + $2.55 Billion in Cash
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The artificial intelligence (AI) industry is currently at the peak of its hype. Major technology companies (Big Tech) are racing to pour hundreds of billions of dollars into building the infrastructure of the future. However, behind that optimism, a stern warning has come from Tether CEO Paolo Ardoino. Ardoino believes that the business model being pursued by todayโ€™s AI giants is on an unsustainable path. Why is that so? Here are three key factors underpinning his analysis. 1. Infrastructure Costs That Burn Money To train and run the latest-generation Large Language Models (LLMs), thousands of advanced GPUs, massive data centers, and enormous energy consumption are required. Big Tech is willing to โ€œburn moneyโ€ to secure this infrastructure so it wonโ€™t fall behind in the competition. The problem is that these operating costs are ballooning far faster than the real revenue growth generated by the AI products themselves. 2. Shrinking Margins, Delayed Profits Unlike traditional software businesses (SaaS) with very high profit margins, AI is an industry that is โ€œhungryโ€ for computation. Every time a user enters a prompt, there is a real computing cost that must be paid by the service provider. With increasingly intense price competition to attract users, profit margins keep shrinking, while the break-even point (return on investment) continues to be pushed into an uncertain future. 3. The Real Threat from Open-Source Competition This is the most compelling point in Ardoinoโ€™s view. While closed (proprietary) AI companies spend billions of dollars to monopolize technology, the open-source community is moving at extraordinary speed. More efficient, flexible, and free open-source models are now able to match the capabilities of the paid models owned by technology giants.
The artificial intelligence (AI) industry is currently at the peak of its hype. Major technology companies (Big Tech) are racing to pour hundreds of billions of dollars into building the infrastructure of the future. However, behind that optimism, a stern warning has come from Tether CEO Paolo Ardoino.

Ardoino believes that the business model being pursued by todayโ€™s AI giants is on an unsustainable path. Why is that so? Here are three key factors underpinning his analysis.

1. Infrastructure Costs That Burn Money
To train and run the latest-generation Large Language Models (LLMs), thousands of advanced GPUs, massive data centers, and enormous energy consumption are required. Big Tech is willing to โ€œburn moneyโ€ to secure this infrastructure so it wonโ€™t fall behind in the competition. The problem is that these operating costs are ballooning far faster than the real revenue growth generated by the AI products themselves.

2. Shrinking Margins, Delayed Profits
Unlike traditional software businesses (SaaS) with very high profit margins, AI is an industry that is โ€œhungryโ€ for computation. Every time a user enters a prompt, there is a real computing cost that must be paid by the service provider. With increasingly intense price competition to attract users, profit margins keep shrinking, while the break-even point (return on investment) continues to be pushed into an uncertain future.

3. The Real Threat from Open-Source Competition
This is the most compelling point in Ardoinoโ€™s view. While closed (proprietary) AI companies spend billions of dollars to monopolize technology, the open-source community is moving at extraordinary speed.

More efficient, flexible, and free open-source models are now able to match the capabilities of the paid models owned by technology giants.
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Bitcoin Below Market Price: Bottom or the Start of a Plunge? The crypto market is in a crucial phase: for the first time in this cycle, 10.5 million BTC are in a losing position (unrealized loss) compared with 9.8 million coins in profit. Investors are starting to panic, looking for answers. ๐Ÿ’ก Key Terms for Beginners โ€ข Below Market Price (Underwater): The current price is lower than the initial purchase price (cost basis). Investors are losing โ€œon paperโ€ and only become truly loss-making if the asset is sold. โ€ข 200-Week Moving Average (WMA): The average BTC price over the last 200 weeks, currently around $61,300. Historically, this has been Bitcoinโ€™s last line of defense for the macro trend. ๐Ÿ“œ Lessons from History: Capitulation Patterns The moment when most of the Bitcoin supply is in a loss (crossing 50%) usually signals the late capitulation phase on the way to the cycleโ€™s bottom: โ€ข Late 2018: The losing metric hit 55%, followed by the BTC bottom at $3,200. โ€ข Late 2022 (FTX Crisis): The metric reached 52%, followed by a bottom at $15,500. โ€ข Current Conditions: The metric has once again broken above 50% and is testing the critical 200 WMA area. โš”๏ธ Market Dilemma: Bulls vs. Bears - ๐Ÿ‚ Bull Camp (Optimistic): This is a seller exhaustion phase. Panicking retail investors have already exited, while long-term holders are instead aggressively accumulating BTC at discounted prices to form the foundation for a bottom. - ๐Ÿป Bear Camp (Pessimistic): The drop isnโ€™t over yet. If BTC fails to hold above $61,300, predictive models suggest the price could fall to new lows in the $50,000โ€“$55,000 range in Q4. Investors who can stay strong through this phase where most of the supply is in a loss are often the ones who benefit most in the future. Are you on team buy now, or team wait at $50,000?
Bitcoin Below Market Price: Bottom or the Start of a Plunge?

The crypto market is in a crucial phase: for the first time in this cycle, 10.5 million BTC are in a losing position (unrealized loss) compared with 9.8 million coins in profit. Investors are starting to panic, looking for answers.

๐Ÿ’ก Key Terms for Beginners
โ€ข Below Market Price (Underwater): The current price is lower than the initial purchase price (cost basis). Investors are losing โ€œon paperโ€ and only become truly loss-making if the asset is sold.

โ€ข 200-Week Moving Average (WMA): The average BTC price over the last 200 weeks, currently around $61,300. Historically, this has been Bitcoinโ€™s last line of defense for the macro trend.

๐Ÿ“œ Lessons from History: Capitulation Patterns

The moment when most of the Bitcoin supply is in a loss (crossing 50%) usually signals the late capitulation phase on the way to the cycleโ€™s bottom:
โ€ข Late 2018: The losing metric hit 55%, followed by the BTC bottom at $3,200.
โ€ข Late 2022 (FTX Crisis): The metric reached 52%, followed by a bottom at $15,500.
โ€ข Current Conditions: The metric has once again broken above 50% and is testing the critical 200 WMA area.

โš”๏ธ Market Dilemma: Bulls vs. Bears
- ๐Ÿ‚ Bull Camp (Optimistic): This is a seller exhaustion phase. Panicking retail investors have already exited, while long-term holders are instead aggressively accumulating BTC at discounted prices to form the foundation for a bottom.

- ๐Ÿป Bear Camp (Pessimistic): The drop isnโ€™t over yet. If BTC fails to hold above $61,300, predictive models suggest the price could fall to new lows in the $50,000โ€“$55,000 range in Q4.

Investors who can stay strong through this phase where most of the supply is in a loss are often the ones who benefit most in the future. Are you on team buy now, or team wait at $50,000?
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Crypto Becomes a New Money-Making Machine for Donald Trump: Pocketing $1.4 Billion in 2025! A 927-page federal financial report from the OGE reveals that official digital assets outperformed Donald Trumpโ€™s traditional real estate business line as the Presidentโ€™s largest source of income. Trumpโ€™s Main Crypto Revenues: โ€ข Memecoin Royalty ($TRUMP) โ€ข World Liberty Financial (WLF) โ€ข Stablecoin Stock 3 Key Points for the Crypto Community: 1. Royalty vs. Retail Holder Mechanisms 2. Market Reality 3. Ethics & Regulation Debate
Crypto Becomes a New Money-Making Machine for Donald Trump: Pocketing $1.4 Billion in 2025!

A 927-page federal financial report from the OGE reveals that official digital assets outperformed Donald Trumpโ€™s traditional real estate business line as the Presidentโ€™s largest source of income.

Trumpโ€™s Main Crypto Revenues:
โ€ข Memecoin Royalty ($TRUMP)
โ€ข World Liberty Financial (WLF)
โ€ข Stablecoin Stock

3 Key Points for the Crypto Community:
1. Royalty vs. Retail Holder Mechanisms
2. Market Reality
3. Ethics & Regulation Debate
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Halo
Halo
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The crypto market is once again shaken by on-chain movements from ancient wallets. Recently, Mt. Gox was spotted moving Bitcoin worth around $739 million. Technically, this could just be custody prep. However, as usual, the market reacts faster than the facts. When "BTC Bleed" Meets FUD Why did this wallet movement trigger panic? The answer lies in the momentum. This movement occurred while Bitcoin is experiencing a BTC bleed, slowly draining market optimism. Moreover, the situation around us is far from ideal: - Collective Fear: The shadow of mass distribution to Mt. Gox creditors has always haunted market liquidity since mid-2024. - Macro Sentiment & ETF: Outflows from Bitcoin spot ETFs add pressure to demand. Now, the psychological target at $60K is starting to be discussed widely in various forums as the next line of defense. Whatโ€™s Next for $BTC? History shows that in the crypto world, anticipation of an event often moves prices much more aggressively than the event itself. Currently, we are faced with two major scenarios: Scenario A: Sentiment Connection. This is purely custody prep. Once the market realizes thereโ€™s no new supply being dumped onto exchanges, prices will rebound as this panic is considered oversold. Scenario B: Real Pressure. Even if only a small fraction of creditors sell, the combination of this new supply with ongoing ETF outflows could drag BTC down to the $60K area. Do you think this current dip is just an emotional response from a fearful market, creating a sweet buy the dip opportunity? Or, is the $60K target indeed unavoidable given the pressure from various fronts? #Bitcoin #MtGox #CryptoNews #TechnicalAnalysis #MarketUpdate
The crypto market is once again shaken by on-chain movements from ancient wallets. Recently, Mt. Gox was spotted moving Bitcoin worth around $739 million. Technically, this could just be custody prep.

However, as usual, the market reacts faster than the facts.

When "BTC Bleed" Meets FUD

Why did this wallet movement trigger panic? The answer lies in the momentum. This movement occurred while Bitcoin is experiencing a BTC bleed, slowly draining market optimism.

Moreover, the situation around us is far from ideal:
- Collective Fear: The shadow of mass distribution to Mt. Gox creditors has always haunted market liquidity since mid-2024.
- Macro Sentiment & ETF: Outflows from Bitcoin spot ETFs add pressure to demand.

Now, the psychological target at $60K is starting to be discussed widely in various forums as the next line of defense.

Whatโ€™s Next for $BTC?
History shows that in the crypto world, anticipation of an event often moves prices much more aggressively than the event itself.

Currently, we are faced with two major scenarios:

Scenario A: Sentiment Connection.
This is purely custody prep. Once the market realizes thereโ€™s no new supply being dumped onto exchanges, prices will rebound as this panic is considered oversold.

Scenario B: Real Pressure.
Even if only a small fraction of creditors sell, the combination of this new supply with ongoing ETF outflows could drag BTC down to the $60K area.

Do you think this current dip is just an emotional response from a fearful market, creating a sweet buy the dip opportunity? Or, is the $60K target indeed unavoidable given the pressure from various fronts?

#Bitcoin #MtGox #CryptoNews #TechnicalAnalysis #MarketUpdate
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Example of AI Agent Usage in Trading With its various capabilities, the AI Agent can actually be utilized in a variety of everyday trading scenarios. 1๏ธโƒฃ Detecting Whale Movements AI can monitor the activity of large wallets on the blockchain. For instance, when a whale starts accumulating a certain token, the system can detect changes in asset composition and provide early insights to traders. This can help traders understand the potential market movements before they become trends. โธป 2๏ธโƒฃ Filtering High-Risk Tokens Before buying a new token, AI can analyze the smart contract and tokenomics structure. For example: โ€ข Does the contract have additional mint functions? โ€ข Are there freeze features on the token? โ€ข Who controls the contract? This way, traders can avoid tokens that have high-risk potential. โธป 3๏ธโƒฃ Finding Trending Tokens AI can combine various data such as: โ€ข Trading activity โ€ข Inflow of funds โ€ข Search trends โ€ข Community discussions From this data, the system can identify tokens that are attracting market attention. โธป 4๏ธโƒฃ Monitoring Signals from Smart Money AI can also monitor buy and sell signals from large traders. Analyzable information includes: โ€ข Entry price โ€ข Trigger price โ€ข Potential targets โ€ข Signal status This helps traders gain additional perspectives when making decisions. โธป With a combination of market data, blockchain activity, trading signals, and community sentiment, the AI Agent has the potential to become an increasingly sophisticated trading assistant in the future.
Example of AI Agent Usage in Trading

With its various capabilities, the AI Agent can actually be utilized in a variety of everyday trading scenarios.

1๏ธโƒฃ Detecting Whale Movements

AI can monitor the activity of large wallets on the blockchain.

For instance, when a whale starts accumulating a certain token, the system can detect changes in asset composition and provide early insights to traders.

This can help traders understand the potential market movements before they become trends.

โธป

2๏ธโƒฃ Filtering High-Risk Tokens

Before buying a new token, AI can analyze the smart contract and tokenomics structure.

For example:

โ€ข Does the contract have additional mint functions?
โ€ข Are there freeze features on the token?
โ€ข Who controls the contract?

This way, traders can avoid tokens that have high-risk potential.

โธป

3๏ธโƒฃ Finding Trending Tokens

AI can combine various data such as:

โ€ข Trading activity
โ€ข Inflow of funds
โ€ข Search trends
โ€ข Community discussions

From this data, the system can identify tokens that are attracting market attention.

โธป

4๏ธโƒฃ Monitoring Signals from Smart Money

AI can also monitor buy and sell signals from large traders.

Analyzable information includes:

โ€ข Entry price
โ€ข Trigger price
โ€ข Potential targets
โ€ข Signal status

This helps traders gain additional perspectives when making decisions.

โธป

With a combination of market data, blockchain activity, trading signals, and community sentiment, the AI Agent has the potential to become an increasingly sophisticated trading assistant in the future.
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7 AI Skills That Can Change the Way Crypto Traders Operate Previously, AI was only used to assist in data analysis or answer queries; now a new concept has emerged. Here are the 7 Key Skills 1๏ธโƒฃ Spot Skill: Provides access to various market data in real-time such as: Price, Market Depth, Candlestick 2๏ธโƒฃ Query Address Info: This feature allows for wallet address analysis on the blockchain to see: Asset composition, Portfolio value, Changes in 24 hours, Ownership concentration 3๏ธโƒฃ Query Token Info: Provides complete information about a token, such as: Price, Blockchain network, Liquidity, Number of holders, Trading activity 4๏ธโƒฃ Crypto Market Rank: Ranks trending tokens in the market based on various indicators such as: Search trends, Fund inflows, Developing market narratives, Trader performance 5๏ธโƒฃ Meme Rush: This feature is designed to track meme coins based on their cycles, starting from: Newly launched tokens, Tokens undergoing migration, Tokens that are mature in the market 6๏ธโƒฃ Trading Signal: Monitors buy and sell signals from smart money, with information such as: Trigger price, Current price, Potential profit, Exit rate, Signal status 7๏ธโƒฃ Query Token Audit: Helps detect potential risks in smart contracts, such as: Additional mint functions, Freeze features, Contract ownership control ๐Ÿ“Š Why Is This Interesting? The integration of AI with trading systems opens up several new possibilities: โ€ข Market analysis can be conducted faster โ€ข Blockchain data can be monitored automatically โ€ข Whale movements can be analyzed more easily โ€ข Market narratives can be detected earlier Although intriguing, there are still a few things to understand: โ€ข AI still relies on data quality โ€ข Trading signals are not always accurate โ€ข Trading risks still exist Developments like this show that AI in the crypto world is beginning to change roles. And it's likely just the beginning of AI's evolution in the crypto industry.
7 AI Skills That Can Change the Way Crypto Traders Operate

Previously, AI was only used to assist in data analysis or answer queries; now a new concept has emerged.

Here are the 7 Key Skills

1๏ธโƒฃ Spot Skill: Provides access to various market data in real-time such as: Price, Market Depth, Candlestick

2๏ธโƒฃ Query Address Info: This feature allows for wallet address analysis on the blockchain to see: Asset composition, Portfolio value, Changes in 24 hours, Ownership concentration

3๏ธโƒฃ Query Token Info: Provides complete information about a token, such as: Price, Blockchain network, Liquidity, Number of holders, Trading activity

4๏ธโƒฃ Crypto Market Rank: Ranks trending tokens in the market based on various indicators such as: Search trends, Fund inflows, Developing market narratives, Trader performance

5๏ธโƒฃ Meme Rush: This feature is designed to track meme coins based on their cycles, starting from: Newly launched tokens, Tokens undergoing migration, Tokens that are mature in the market

6๏ธโƒฃ Trading Signal: Monitors buy and sell signals from smart money, with information such as: Trigger price, Current price, Potential profit, Exit rate, Signal status

7๏ธโƒฃ Query Token Audit: Helps detect potential risks in smart contracts, such as: Additional mint functions, Freeze features, Contract ownership control

๐Ÿ“Š Why Is This Interesting?
The integration of AI with trading systems opens up several new possibilities:
โ€ข Market analysis can be conducted faster
โ€ข Blockchain data can be monitored automatically
โ€ข Whale movements can be analyzed more easily
โ€ข Market narratives can be detected earlier

Although intriguing, there are still a few things to understand:
โ€ข AI still relies on data quality
โ€ข Trading signals are not always accurate
โ€ข Trading risks still exist

Developments like this show that AI in the crypto world is beginning to change roles. And it's likely just the beginning of AI's evolution in the crypto industry.
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