pranav

Michael Saylor's 'Strategy' Bitcoin investment is currently at a $4,930,000,000 unrealized gain.
$MSTR ‌ gains since the company began its BTC investment in 2020:

🇺🇸 The National Sheriffs’ Association drops its opposition to the CLARITY Act, shifting its position to neutral.
$BTC

Fact: During the first green August in bear market history, whales holding 100+ BTC added 60 000 BTC 🐳
At the same time, retail was actively selling:
• 1–100 BTC wallets dumped 33,000 BTC
• Wallets with under 1 BTC were down 14,000 BTC
Do the whales know something?
$BTC ‌

In August, Bitcoin took the top spot among all assets, surpassing even sugar and cocoa. And this is despite the fact that August is historically considered one of the worst months for Bitcoin.
The last time this happened was in 2024.
$BTC

⚠️A hacker drained an estimated $75 MILLION from a Cronos lending protocol, forcing the entire blockchain to HALT in the middle of the attack.
The attacker reportedly drove up the price of Tectonic’s thinly traded TONIC token 100-fold in just 20 minutes, then used the inflated collateral to borrow millions in other assets.
Cronos froze the network before most of the funds could be withdrawn, leaving roughly $69M trapped on-chain while only about $6M was transferred to Ethereum.
Tectonic had roughly $122M in TVL and $83M in active loans before the exploit. The $75M estimate has not yet been ind

📉 So, $BTC has broken above the Short-Term Holder Realized Price. And this time, the situation is different from the false breakout/bull trap we saw in May 👀
This time, it looks like a clear bullish breakout, similar to the one we saw in January 2023🤔

👀 BTC reaction after Jackson Hole over the past 5 years
Every time the Fed Chair has spoken at Jackson Hole, $BTC has followed with a 6–19.5% correction.
Yesterday was no exception. Bitcoin is already down 3.8%, and a 6% decline would bring us right into our target zone around $75K.
So far, the historical pattern is playing out once again.

🚨 $60M → $600K Rug in Just 2 Minutes! 💀
Someone launched “Trump Digital Gold” — MC pumped from $2M to $60M .
A trader FOMO'd $80 at $58M MC… and it rugged within 1 minute!
$60M → $1M → $600K MC
Lesson: Don’t FOMO after seeing a meme coin pump. Invest only as much as you can afford to lose.
⚠️ DYOR & Stay Safe, Frens!

Stop looking at macro through the lens of “rate cut = BTC up.”
Lower rates can be bullish for $BTC , but the rate itself is not the main variable.
The usual logic is simple:
Rates ↓ → money gets cheaper → financial conditions ease → liquidity rises → capital moves into risk assets → BTC rises.
The problem is that it doesn't always work this way.
The Fed may cut rates because the economy is weakening. At the same time, QT can continue, banks can tighten lending, M2 can stagnate, and investors can reduce risk exposure.
In that scenario: rates ↓ + liquidity ↓ → BTC falls.
And the opposite is also

Historically, every bear market has ended with a crossover of the Realized Price for long-term (LTH) and short-term (STH) holders.
The only exception was the COVID-dump. So far, such a crossover has not yet occurred.
And if it doesn’t happen, we will see, for the first time, a transition from a bear cycle to a bull cycle without a crossover of the LTH and STH Realized Prices.
$BTC

📢 JPMorgan warns: Food inflation could rise sharply by 2027.
Fertilizer shortages, geopolitical tensions, and extreme weather could further increase supply pressure.
A major impact on food prices is possible.
$BTC

🚨 Strategy bought ZERO $BTC last week.
Instead, the company added $1.9 BILLION to its dollar reserve.
This is a notable move compared with buying Bitcoin.

$BTC Strategy bought ZERO last week 🚨.
Instead, the company added $1.9 BILLION to its dollar reserves.
Compared with buying Bitcoin, this is a notable move.

HYPE 81.100 important zone, keep an eye on it
If it breaks and sustains above, momentum may continue
In case of rejection, it could move back toward 80
$HYPE ‌

Before the drop, are we in for another run-out?
Yesterday we went in to cover our short positions, which had gradually built up during the drop; we closed out ~$150 million, hitting $64.6k.
But when it comes to the main liquidity in the shorts, it’s in the $65.6–65.8k range. Ideally, we’d go in and pick up the rest of it, and then move on to the longs.
Some more interesting news came out yesterday from Jane Street (one of the largest market makers in the global financial world). In its latest report, the company disclosed nearly $1 billion in a BTC ETF, plus a position in MSTR. That’s how the

👀 BTC is falling below the 200-week MA, just like it did in 2022
Interestingly, back then, the 350-week MA perfectly captured the bottom 👌
By October, this 350-week MA will be at the $50k level—which will coincide with the CVDD level 🤔
$BTC

Franklin Crypto's head says the industry will be "just fine" even if the CLARITY Act never passes.
Chris Perkins says the SEC and CFTC are already creating "policy and precedent every single day."
$BTC

👍 Soon, even millionaires won’t be able to afford 1 BTC
No market review today—the situation remains the same as yesterday. So, let’s do a little math.
As of today, 20.07 million BTC have been mined—95.6% of the total supply. Only 4.4% remains, which will be mined by the year 2140.
But the actual amount of BTC in circulation is even smaller:
16.7% of coins are considered lost forever, and 5.2% are in Satoshi’s wallets—meaning ~22% of the supply can effectively be ruled out. In reality, about 75% of all BTC is actually available.
And the available supply will continue to decline: look at how m