No clean catalyst.
No single headline.
Just relentless selling, broken confidence, and a sharp rebound.
Suppression? Exchange stress? Forced liquidations? Something deeper?
Here’s what happened 🧵👇
No clean catalyst.
No single headline.
Just relentless selling, broken confidence, and a sharp rebound.
Suppression? Exchange stress? Forced liquidations? Something deeper?
Here’s what happened 🧵👇
Most people don’t understand why Bitcoin is different yet.
They hear noise. They see headlines. They lump it all together.
That gap is the opportunity.
And it doesn’t stay open forever.
SOURCE: What Bitcoin Did with
Most people don’t understand why Bitcoin is different yet.
They hear noise. They see headlines. They lump it all together.
That gap is the opportunity.
And it doesn’t stay open forever.
SOURCE: What Bitcoin Did with
Everyone wants higher highs.
Few respect what makes them possible.
Credibility is earned by surviving chaos.
Volatility is the admission price.
This is where the next floor is built.
@AdamBLiv breaks it down 👇
Everyone wants higher highs.
Few respect what makes them possible.
Credibility is earned by surviving chaos.
Volatility is the admission price.
This is where the next floor is built.
@AdamBLiv breaks it down 👇
Harsh? Yes.
True? Also yes.
Bitcoin is the filter.
SOURCE: What Bitcoin Did with Danny Knowles
Harsh? Yes.
True? Also yes.
Bitcoin is the filter.
SOURCE: What Bitcoin Did with Danny Knowles
Suppression.
Villains.
Exchange insolvency.
Quantum.
Every narrative — all at once.
Is this capitulation?
New episode of No Second Best 👇
Suppression.
Villains.
Exchange insolvency.
Quantum.
Every narrative — all at once.
Is this capitulation?
New episode of No Second Best 👇
Bitcoin doesn’t need instant consensus.
Network effects protect adoption while understanding catches up.
By the time understanding arrives, the monetary game is already over.
SOURCE: Bitcoin For Millennials
Bitcoin doesn’t need instant consensus.
Network effects protect adoption while understanding catches up.
By the time understanding arrives, the monetary game is already over.
SOURCE: Bitcoin For Millennials
If QE stops, Bitcoin may wobble short term.
But killing QE kills the patient.
And when the dollar dies, Bitcoin doesn’t grind higher.
It reprices violently.
SOURCE: The Hurdle Rate Podcast
If QE stops, Bitcoin may wobble short term.
But killing QE kills the patient.
And when the dollar dies, Bitcoin doesn’t grind higher.
It reprices violently.
SOURCE: The Hurdle Rate Podcast
Down over 40% from the highs.
By every technical and historic definition, this is a Bitcoin bear market.
But assuming an automatic 80% collapse may be the biggest mistake right now 🧵👇
Down over 40% from the highs.
By every technical and historic definition, this is a Bitcoin bear market.
But assuming an automatic 80% collapse may be the biggest mistake right now 🧵👇
In his debate with Peter Schiff,
Saifedean Ammous explains why gold stagnates for decades
and why Bitcoin was engineered to avoid that trap 👇
In his debate with Peter Schiff,
Saifedean Ammous explains why gold stagnates for decades
and why Bitcoin was engineered to avoid that trap 👇
• 40% drawdown from the October peak
• Daily RSI under 25
• Funding flips negative as liquidity tightens
Is this the last flush… or the start of something deeper?
@AdamBLiv breaks it all down 👇
• 40% drawdown from the October peak
• Daily RSI under 25
• Funding flips negative as liquidity tightens
Is this the last flush… or the start of something deeper?
@AdamBLiv breaks it all down 👇
Gold didn’t explode on headlines.
It exploded when sellers were exhausted.
Bitcoin’s institutional bid is testing that same limit. ⏱️
SOURCE: Crypto Prime Podcast
Gold didn’t explode on headlines.
It exploded when sellers were exhausted.
Bitcoin’s institutional bid is testing that same limit. ⏱️
SOURCE: Crypto Prime Podcast
Bitcoin broke support — but the cycle already broke on the way up.
Metals are flashing stress. Leverage is unwinding.
When the unit of account wobbles, pattern-matching fails.
New episode of No Second Best 👇
Bitcoin broke support — but the cycle already broke on the way up.
Metals are flashing stress. Leverage is unwinding.
When the unit of account wobbles, pattern-matching fails.
New episode of No Second Best 👇
Everyone expected the post-halving rip.
So capital moved early.
And certainty disappeared.
Markets hate uncertainty more than bad news.
SOURCE: What Bitcoin Did with Danny Knowles
Everyone expected the post-halving rip.
So capital moved early.
And certainty disappeared.
Markets hate uncertainty more than bad news.
SOURCE: What Bitcoin Did with Danny Knowles
Gold already smelled it.
Silver followed.
Bitcoin is still quiet — and that’s the tell.
This is how every liquidity cycle starts.
SOURCE: Coin Stories with Natalie Brunell
Gold already smelled it.
Silver followed.
Bitcoin is still quiet — and that’s the tell.
This is how every liquidity cycle starts.
SOURCE: Coin Stories with Natalie Brunell
For long-term Bitcoin allocators,
this is less about timing
and more about behavior.
Buying when others hesitate
is how asymmetry is captured.
For long-term Bitcoin allocators,
this is less about timing
and more about behavior.
Buying when others hesitate
is how asymmetry is captured.
Because Bitcoin works without permission.
Self-custody means voluntary participation.
And voluntary money can’t be co-opted.
SOURCE: What Bitcoin Did with Danny Knowles
Because Bitcoin works without permission.
Self-custody means voluntary participation.
And voluntary money can’t be co-opted.
SOURCE: What Bitcoin Did with Danny Knowles
Anyone claiming they know exactly how this unfolds
is lying to themselves.
Bitcoin humbles everyone eventually.
Models included.
SOURCE: Bitcoin For Millennials with Bram
Anyone claiming they know exactly how this unfolds
is lying to themselves.
Bitcoin humbles everyone eventually.
Models included.
SOURCE: Bitcoin For Millennials with Bram
Not the dollar. Not the euro. Not the pound.
Once you see that, the trade becomes obvious.
You don’t unsee it.
SOURCE: Bitcoin Archive with Archie
Not the dollar. Not the euro. Not the pound.
Once you see that, the trade becomes obvious.
You don’t unsee it.
SOURCE: Bitcoin Archive with Archie
Crypto is engineered for trading, fees, and speculation.
Different incentives.
Different outcomes.
One builds long-term wealth.
The other spins the wheel.
Crypto is engineered for trading, fees, and speculation.
Different incentives.
Different outcomes.
One builds long-term wealth.
The other spins the wheel.
Not loud. Not political.
Just neutral, uninflatable money slipping into a system built on control.
That’s how values change.
SOURCE: Bitcoin For Millennials with Bitcoin Bram
Not loud. Not political.
Just neutral, uninflatable money slipping into a system built on control.
That’s how values change.
SOURCE: Bitcoin For Millennials with Bitcoin Bram
Nailed it.
Self-custody isn’t ideology, it’s risk management.
She also flags the silver squeeze playbook: parabolic moves don’t last.
Paper claims get exposed at the top.
SOURCE: What Bitcoin Did with
Nailed it.
Self-custody isn’t ideology, it’s risk management.
She also flags the silver squeeze playbook: parabolic moves don’t last.
Paper claims get exposed at the top.
SOURCE: What Bitcoin Did with
Trillions erased.
Volatility exploding.
Confidence shaken.
This isn’t a “healthy correction.” It’s a system stress test.
And Bitcoin is profoundly undervalued 🧵👇
Trillions erased.
Volatility exploding.
Confidence shaken.
This isn’t a “healthy correction.” It’s a system stress test.
And Bitcoin is profoundly undervalued 🧵👇