KangDaeWoong

Strategy has gone 3 consecutive weeks without buying any additional BTC, only focusing on accumulating cash. Last night they just raised another $544.5M by selling MSTR shares, pushing their total USD reserve fund to $3.75B. This amount is more than enough to cover interest and dividends over the next 2.1 years. They have also just repurchased $25M STRC preferred shares.
Last week, Bitmine likewise only added another 9,946 ETH, about $20M, bringing its total holdings to 5.8 million ETH—around 4.8% of the total supply. The current average purchase price is $3,364 per ETH.
Tom Lee said recently

It’s only the first half of 2026, yet 99 crypto projects have officially shut down, gone bankrupt, or quietly disappeared. From wallets, CEX exchanges, DeFi to NFTs, L2, dev tools… sites are down without so much as a farewell message.
Honestly, there’s nothing too surprising. The 2024–2025 uptrend was an easy run for VC money—everyone could sketch a project and pump tokens to “survive.” Now the money flow has been drained; anyone who can’t generate real cash flow runs out of funds and has no choice but to turn around, gasping for air while waiting to die.
Seeing this latest purge list really s

Hurry up and finish a cup of coffee, then continue with your work!
Wishing everyone lots of energy for the new week!

Just spotted that new Claude Opus 5 product that just arrived on the API, guys. Lately these AI dev teams have been shipping releases nonstop for real—reading the spec, it’s pretty exciting.
With Opus 5 this time, it opens the context window all the way up to 1M tokens, and output tokens can go up to a maximum of 128K. These kinds of massive specs—handing it long-winded project code tasks or tackling complex reasoning tasks—should feel smooth, and it’ll significantly reduce the whole thing where things break mid-run or go off-track like some older versions.
Another big win is that it handles m

A whale just withdrew 557.902 $HYPE (around $32.87 million USD) from FalconX and then sent it straight to Hyperliquid to stake.
This is big money: it clearly accumulates orders and locks liquidity at the same time.
$HYPE this round was accumulated seriously—guys, watch the money flow movements carefully.
Just sharing information, not investment advice. DYOR.

The World Foundation has just completed a large sell-off, sending $WLD thu of 52.5M$.
On-chain data shows they have transferred out 217.4M $WLD, which works out to an average selling price of only about $0.2415 per token.
At the same time, the World Foundation wallet also received 47.5M $USDC .

Team Trump just dumped another large amount of $TRUMP onto the exchange.
About 1 hour ago, this team’s wallet just transferred 10.84M $TRUMP (worth $16.91M) to BitGo, likely preparing to dump.
Over the past 5 months, they have dumped a total of 48.25M $TRUMP ($172.4M) across 3 batches.
After each transfer, the price of $TRUMP kept dropping, and altogether more than 66% of the value has evaporated.

Has Strategy just rolled out a new set of metrics to re-measure the value of their Bitcoin holdings—have you guys updated yet?
A few years ago it was all about showing off the total number of BTC they hold. Now they’ve switched to a “Net Reserve” approach—meaning the actual net reserve fund. They’re basically showing their cards now. They take the total value of Bitcoin plus cash, then subtract all those liabilities and preferred stock to arrive at the final number.
Roughly using the new method, their treasury is around $36.6 billion. Of that, Bitcoin accounts for $55.6 billion, cash is about

On Saturday, my daughter wants to eat sardines with fried quail eggs!
So then use what we have—plus some cucumber with giò thủ.
Buy three more bánh mì and breakfast for the whole family is sorted!

Tensions in the Middle East are escalating sharply, with ships repeatedly getting hit in the Red Sea, causing supply bottlenecks. Brent crude oil prices have surged, touching the $100 mark!
This is basically one half of the worst-case scenario we were worried about. When oil breaks through $100 like this, the near-term pressure on US inflation is essentially “catching fire,” and the prior rounds of cooling have basically gone down the drain.
Now, the door for the Fed to reverse course and cut rates by 0.25% in the coming days is no longer baseless rumors—it’s now on full display as of the firs

Identifying Bitcoin’s top and bottom sounds difficult, but just look at this chart—it's so easy it’s hard to believe, guys.
People have found that from 2015 to now, the price of Bitcoin keeps running through the exact same time cycle. Each uptrend lasts exactly 1,064 days. Then when it’s time for a downtrend, it reliably lasts about 364 to 365 days.
If this scenario keeps repeating day by day just like previous seasons, then the next Bitcoin bottom formation point will fall around October 9, 2026.
Looking back at history, it really matches. But financial markets aren’t that simple—it's not jus