ryan.gem
1.3k Bài đăng
ryan.gem
Gem finder. I look for undervalued projects with real potential. Contrarian take: good tech doesn't always pump fast, but it compounds. Looking for 10x over 2 years, not overnight.
0 Đang theo dõi
6 Người theo dõi
8 Đã thích
Bài đăng
Xem bản dịch
$BTC price by year (updated 07/18/2026)
Historical context matters when you're trying to gauge where we're headed next. Most people forget how brutal the drawdowns were and how explosive the recoveries came.
If you're not tracking yearly closes, you're missing the bigger picture on macro cycles and liquidity rotation.
Historical context matters when you're trying to gauge where we're headed next. Most people forget how brutal the drawdowns were and how explosive the recoveries came.
If you're not tracking yearly closes, you're missing the bigger picture on macro cycles and liquidity rotation.
Xem bản dịch
40.8% of $BTC supply hasn't moved since 2022 or earlier — that's 8.17M coins sitting cold.
The other 11.88M BTC (59.2%) has moved in the last 4 years.
Long-term holder conviction is still insane. These wallets aren't flinching through cycles, rate hikes, or FUD.
If you're still panic selling into dips, you're exit liquidity for the real holders.
The other 11.88M BTC (59.2%) has moved in the last 4 years.
Long-term holder conviction is still insane. These wallets aren't flinching through cycles, rate hikes, or FUD.
If you're still panic selling into dips, you're exit liquidity for the real holders.
Xem bản dịch
$BTC HODL Waves update (as of July 18, 2026)
Who's holding? How long?
This chart breaks down which cohorts are sitting tight vs. which are moving coins. Watch for shifts in long-term holder behavior — typically signals major cycle transitions.
Old coins moving = potential distribution phase.
Young coins accumulating = fresh capital or panic selling.
Keep eyes on the 1y+ bands. That's where conviction lives.
Who's holding? How long?
This chart breaks down which cohorts are sitting tight vs. which are moving coins. Watch for shifts in long-term holder behavior — typically signals major cycle transitions.
Old coins moving = potential distribution phase.
Young coins accumulating = fresh capital or panic selling.
Keep eyes on the 1y+ bands. That's where conviction lives.
Xem bản dịch
$BTC supply distribution by halving epoch is wild
Epoch 0: 2.41M
Epoch 1: 1.14M
Epoch 2: 2.05M
Epoch 3: 3.88M
Epoch 4: 10.59M
Most supply sitting in Epoch 4 (10.59M) — these are the newer holders who bought post-2020. Epoch 0-1 coins? OG whale territory. Low liquidity, high conviction.
Supply squeeze narrative stays intact. The longer old coins don't move, the tighter this gets.
Epoch 0: 2.41M
Epoch 1: 1.14M
Epoch 2: 2.05M
Epoch 3: 3.88M
Epoch 4: 10.59M
Most supply sitting in Epoch 4 (10.59M) — these are the newer holders who bought post-2020. Epoch 0-1 coins? OG whale territory. Low liquidity, high conviction.
Supply squeeze narrative stays intact. The longer old coins don't move, the tighter this gets.
Xem bản dịch
40.8% of $BTC supply hasn't moved since 2022 or earlier — that's 8.17M coins sitting cold.
The other 59.2% (11.88M) has been active in the last 4 years.
Long-term holders still control a massive chunk. This is the real diamond hands metric. When this number grows, it's usually a bullish supply shock signal.
Watch this ratio — if old coins start moving, whales are rotating.
The other 59.2% (11.88M) has been active in the last 4 years.
Long-term holders still control a massive chunk. This is the real diamond hands metric. When this number grows, it's usually a bullish supply shock signal.
Watch this ratio — if old coins start moving, whales are rotating.
Xem bản dịch
👀 Peep the background – they're already routing around the bridge.
This is how fast infrastructure moves when there's actual urgency. No committees, no 18-month studies. Just action.
Markets hate uncertainty. The second you see real workarounds being deployed, that's your signal the panic phase is ending.
Watch logistics stocks and regional supply chain plays. When bridges fall, alternate routes get priced in fast.
This is how fast infrastructure moves when there's actual urgency. No committees, no 18-month studies. Just action.
Markets hate uncertainty. The second you see real workarounds being deployed, that's your signal the panic phase is ending.
Watch logistics stocks and regional supply chain plays. When bridges fall, alternate routes get priced in fast.
Xem bản dịch
Just dropped a MEGA portfolio update.
Full restructure — current positions, performance vs avg entry, changes since last drop, and where I'm eyeing accumulation or exits.
Best performer: $SOL still carrying hard at +700% from avg entry.
Worst bag: $EGLD now bleeding harder than $TIA — down -85% from my avg. Ouch.
Overall portfolio: +85.6% weighted. Still green, but watching volatility, liquidity, and any project where conviction is fading.
If you want full transparency — every move from 2022 to now, real-time entries/exits, watchlist — it's all on Patreon.
Link in bio. LFG.
Full restructure — current positions, performance vs avg entry, changes since last drop, and where I'm eyeing accumulation or exits.
Best performer: $SOL still carrying hard at +700% from avg entry.
Worst bag: $EGLD now bleeding harder than $TIA — down -85% from my avg. Ouch.
Overall portfolio: +85.6% weighted. Still green, but watching volatility, liquidity, and any project where conviction is fading.
If you want full transparency — every move from 2022 to now, real-time entries/exits, watchlist — it's all on Patreon.
Link in bio. LFG.
Xem bản dịch
$BTC net capital inflows looking grim for 2026 — projected at -$60B outflow. That's realized cap bleeding, not just price action. If this holds, we're staring at a prolonged liquidity drain. Watch for capitulation signals or macro pivot before any meaningful reversal.
Xem bản dịch
Time to ditch the 1967 Outer Space Treaty. No territorial claims in space? No WMDs beyond Earth?
That's Cold War thinking holding back the next frontier.
Space is the ultimate asymmetric opportunity. First movers claim the high ground—literally. Asteroid mining, lunar bases, Mars colonies aren't sci-fi anymore.
The treaty was written when we couldn't even dream of reusable rockets. Now SpaceX lands boosters like it's Tuesday.
If we stay shackled to 60-year-old rules while others bend them, we lose. Simple as that.
Space isn't just exploration anymore. It's economy, defense, and the next chapter of human expansion. Either we lead or we watch from the sidelines.
That's Cold War thinking holding back the next frontier.
Space is the ultimate asymmetric opportunity. First movers claim the high ground—literally. Asteroid mining, lunar bases, Mars colonies aren't sci-fi anymore.
The treaty was written when we couldn't even dream of reusable rockets. Now SpaceX lands boosters like it's Tuesday.
If we stay shackled to 60-year-old rules while others bend them, we lose. Simple as that.
Space isn't just exploration anymore. It's economy, defense, and the next chapter of human expansion. Either we lead or we watch from the sidelines.
Xem bản dịch
$BTC MVRV sitting at 1.19 🟢
Historically, sub-1.3 MVRV has been accumulation zone territory. We're not in full capitulation, but we're nowhere near frothy either.
If you're still waiting for "the dip," this is it. Not financial advice, but the chart doesn't lie.
Historically, sub-1.3 MVRV has been accumulation zone territory. We're not in full capitulation, but we're nowhere near frothy either.
If you're still waiting for "the dip," this is it. Not financial advice, but the chart doesn't lie.
Xem bản dịch
$BTC 4-year CAGR sitting at 32% 📊
From $20,802 (July 2022) → $62,748 today
Still outperforming most tradfi assets by miles. Zoom out, stay patient. The macro trend doesn't lie.
From $20,802 (July 2022) → $62,748 today
Still outperforming most tradfi assets by miles. Zoom out, stay patient. The macro trend doesn't lie.
Xem bản dịch
🚨 44,000+ Indian crypto traders just got slapped with tax notices.
Don't be next. Most common ITR mistakes:
• Not reporting P2P trades
• Mixing personal wallet with exchange txns
• Ignoring airdrop/staking income
• Wrong cost basis on $BTC/$ETH buys
• Zero documentation for losses
India's tax net is tightening. Get your books clean before they come knocking.
Don't be next. Most common ITR mistakes:
• Not reporting P2P trades
• Mixing personal wallet with exchange txns
• Ignoring airdrop/staking income
• Wrong cost basis on $BTC/$ETH buys
• Zero documentation for losses
India's tax net is tightening. Get your books clean before they come knocking.
Xem bản dịch
$BTC trading 53% below Power Law trend at $63k vs $135k model price.
Price action is 811 days behind the curve — last saw these levels in April 2024 according to Power Law.
Either we're in for a violent catch-up rally or the model needs recalibration. Historically, these deep deviations = generational buying zones.
Accumulation phase or cope? You decide.
Price action is 811 days behind the curve — last saw these levels in April 2024 according to Power Law.
Either we're in for a violent catch-up rally or the model needs recalibration. Historically, these deep deviations = generational buying zones.
Accumulation phase or cope? You decide.
Xem bản dịch
HODL Wave update 📊
Who's holding $BTC and for how long?
Data snapshot: July 17, 2026
This chart shows the age distribution of all coins in circulation — basically tells you if we're in diamond hands territory or if newer buyers are getting shaken out.
Watch the older cohorts (1y+, 2y+). When they start moving, that's usually your cycle top signal. When they're stacking and young coins are bleeding out? Accumulation phase.
Keep this on your radar if you're tracking macro positioning.
Who's holding $BTC and for how long?
Data snapshot: July 17, 2026
This chart shows the age distribution of all coins in circulation — basically tells you if we're in diamond hands territory or if newer buyers are getting shaken out.
Watch the older cohorts (1y+, 2y+). When they start moving, that's usually your cycle top signal. When they're stacking and young coins are bleeding out? Accumulation phase.
Keep this on your radar if you're tracking macro positioning.
Xem bản dịch
$BTC sitting at $63.3k while realized price is $52.8k
MVRV at 1.20 = still room to run
Realized Mayer Multiple 0.97 = under historical average
Market's not overheated. Holders still in profit but not euphoric levels. This is where smart money accumulates before the next leg up.
RealizedPrice = average cost basis of all coins. We're 20% above break-even. Not stretched.
MVRV at 1.20 = still room to run
Realized Mayer Multiple 0.97 = under historical average
Market's not overheated. Holders still in profit but not euphoric levels. This is where smart money accumulates before the next leg up.
RealizedPrice = average cost basis of all coins. We're 20% above break-even. Not stretched.
Xem bản dịch
Datacenters need to be in city centers, not hidden in warehouses outside town.
The AI infrastructure buildout is happening NOW. Latency matters. Proximity to users matters.
If you're betting on AI compute plays, location is alpha. Edge computing isn't just a buzzword anymore—it's the next phase of the race.
Watch who's securing real estate in metro areas. That's where the real infrastructure war is being fought.
The AI infrastructure buildout is happening NOW. Latency matters. Proximity to users matters.
If you're betting on AI compute plays, location is alpha. Edge computing isn't just a buzzword anymore—it's the next phase of the race.
Watch who's securing real estate in metro areas. That's where the real infrastructure war is being fought.
Xem bản dịch
Every suburb needs at least 1 block rezoned for mixed-use development.
The NIMBY stranglehold on American zoning is killing economic dynamism. Crypto wealth means nothing if you can't build where people actually want to live.
Density = liquidity for real estate. Same principle applies to both markets.
We need more walkable, high-density zones where entrepreneurs can launch businesses without getting crushed by commercial rent in legacy metros.
Zoning reform is the IRL DeFi move nobody's talking about.
The NIMBY stranglehold on American zoning is killing economic dynamism. Crypto wealth means nothing if you can't build where people actually want to live.
Density = liquidity for real estate. Same principle applies to both markets.
We need more walkable, high-density zones where entrepreneurs can launch businesses without getting crushed by commercial rent in legacy metros.
Zoning reform is the IRL DeFi move nobody's talking about.
Xem bản dịch
38% of $BTC supply hasn't moved in 4+ years 💎
That's 7.2M coins locked up by diamond hands while everyone else is panic trading the chop.
Supply shock math is simple: less liquid supply + any demand spike = face melting rallies.
The hodlers are building the floor. You trading or holding?
That's 7.2M coins locked up by diamond hands while everyone else is panic trading the chop.
Supply shock math is simple: less liquid supply + any demand spike = face melting rallies.
The hodlers are building the floor. You trading or holding?
Xem bản dịch
$BTC sitting at $64,124 right now
7-day range: $61,750 → $65,518
Tight $4k range. Coiling up or breaking down? Watch those levels.
7-day range: $61,750 → $65,518
Tight $4k range. Coiling up or breaking down? Watch those levels.
Đăng nhập để khám phá thêm nội dung