📊 Glassnode: BTC Market Structure Echoes Early May 2022
🔎 On-chain analytics firm Glassnode notes that Bitcoin’s current market structure — particularly unrealized losses of ~16% of BTC’s market cap at ~$70K — resembles conditions seen in early May 2022, around the time of the Terra-Luna collapse. 📉
That period was marked by rising selling pressure and broader downside momentum, and the similarity has sparked discussion among analysts about market sentiment and potential stress points. The metric reflects how many holders are in the red and can help gauge market pain versus past correction phases.🤕🤒
While this doesn’t guarantee a repeat of 2022’s larger downturn, it highlights the importance of on-chain indicators in understanding where BTC stands in the current cycle. 👀
🔎 On-chain analytics firm Glassnode notes that Bitcoin’s current market structure — particularly unrealized losses of ~16% of BTC’s market cap at ~$70K — resembles conditions seen in early May 2022, around the time of the Terra-Luna collapse. 📉
That period was marked by rising selling pressure and broader downside momentum, and the similarity has sparked discussion among analysts about market sentiment and potential stress points. The metric reflects how many holders are in the red and can help gauge market pain versus past correction phases.🤕🤒
While this doesn’t guarantee a repeat of 2022’s larger downturn, it highlights the importance of on-chain indicators in understanding where BTC stands in the current cycle. 👀
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😐 Binance Controls 87% of Trump Family Stablecoin Supply
According to Forbes, Binance controls around 87% of the supply of the USD1 stablecoin, linked to the Trump family. That’s roughly $4.7B out of $5.4B in circulation — an unprecedented level of concentration for a major stablecoin. 💵
This comes alongside several notable developments:
• In October, Donald Trump pardoned Binance founder Changpeng Zhao.
• The SEC dropped its case against Binance shortly after USD1 was listed.
• Following the listing, Binance began actively promoting the USD1 stablecoin.
An interesting detail: Binance US holds only 1,119 USD1, suggesting that most of the liquidity and holders are located outside the United States. 🤔
According to Forbes, Binance controls around 87% of the supply of the USD1 stablecoin, linked to the Trump family. That’s roughly $4.7B out of $5.4B in circulation — an unprecedented level of concentration for a major stablecoin. 💵
This comes alongside several notable developments:
• In October, Donald Trump pardoned Binance founder Changpeng Zhao.
• The SEC dropped its case against Binance shortly after USD1 was listed.
• Following the listing, Binance began actively promoting the USD1 stablecoin.
An interesting detail: Binance US holds only 1,119 USD1, suggesting that most of the liquidity and holders are located outside the United States. 🤔
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📝 What’s Next: Bull Market or Bear Market?
After a second consecutive double-digit weekly decline, analysts at K33 Research expect Bitcoin to enter a period of stagnation between $60k and $75k. 👀
At the same time, they note a high probability that the market is approaching a bottom. Current on-chain and market metrics are hovering near levels last seen at major cycle lows in 2018, 2020, and 2022. 📉
In short, downside pressure remains, but historical data suggests BTC may be closer to exhaustion than to the start of a new deep sell-off. 🤔
After a second consecutive double-digit weekly decline, analysts at K33 Research expect Bitcoin to enter a period of stagnation between $60k and $75k. 👀
At the same time, they note a high probability that the market is approaching a bottom. Current on-chain and market metrics are hovering near levels last seen at major cycle lows in 2018, 2020, and 2022. 📉
In short, downside pressure remains, but historical data suggests BTC may be closer to exhaustion than to the start of a new deep sell-off. 🤔
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🏛 US Banks Take a Hard Line on the Clarity Act
US banks have pushed a tough stance during White House discussions on the Clarity Act, insisting that stablecoins should not offer any yield. Their position aims to limit competition with traditional banking products and keep interest-bearing assets firmly under bank control. 🤷
Against this backdrop, Bitcoin is being pressed toward the lower bound of its current range. A breakdown below this level could open the door to a return to February 5 price levels 🌡
US banks have pushed a tough stance during White House discussions on the Clarity Act, insisting that stablecoins should not offer any yield. Their position aims to limit competition with traditional banking products and keep interest-bearing assets firmly under bank control. 🤷
Against this backdrop, Bitcoin is being pressed toward the lower bound of its current range. A breakdown below this level could open the door to a return to February 5 price levels 🌡
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🏦 Goldman Sachs Holds $2.3B in Crypto
According to the latest disclosures, Goldman Sachs now holds around $2.3 billion in crypto assets. 💰
Portfolio breakdown:
▪️ BTC — $1.1B
▪️ ETH — $1.0B
▪️ XRP — $153M
▪️ SOL — $108M
The numbers highlight how deeply traditional finance is already exposed to crypto — not just Bitcoin and Ethereum, but also major altcoins.
The real question now isn’t if institutions are in crypto, but how much volatility they’re willing to sit through when markets get rough 🤔
According to the latest disclosures, Goldman Sachs now holds around $2.3 billion in crypto assets. 💰
Portfolio breakdown:
▪️ BTC — $1.1B
▪️ ETH — $1.0B
▪️ XRP — $153M
▪️ SOL — $108M
The numbers highlight how deeply traditional finance is already exposed to crypto — not just Bitcoin and Ethereum, but also major altcoins.
The real question now isn’t if institutions are in crypto, but how much volatility they’re willing to sit through when markets get rough 🤔
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😭 SharpLink Makes $1M per Week on Ethereum Staking
SharpLink is earning around $1 million per week from Ethereum staking, proving that yield strategies can shine even in tough market conditions.
Over the past 7 days, the company added 552 ETH to its treasury as staking rewards. Since launching the program on June 2, 2025, total rewards have already reached 13,113 ETH. 💰
While prices may be under pressure, consistent staking income helps smooth out volatility. Turns out, a bear market feels a lot less painful when you prepared for it in advance. 💪
SharpLink is earning around $1 million per week from Ethereum staking, proving that yield strategies can shine even in tough market conditions.
Over the past 7 days, the company added 552 ETH to its treasury as staking rewards. Since launching the program on June 2, 2025, total rewards have already reached 13,113 ETH. 💰
While prices may be under pressure, consistent staking income helps smooth out volatility. Turns out, a bear market feels a lot less painful when you prepared for it in advance. 💪
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🤔 Van de Poppe: Final Stage of the Bear Market
🕵️♂️ Crypto analyst Michaël van de Poppe believes the crypto market peaked in December 2024 and is now going through the final phase of the bear market, with Bitcoin likely near its bottom.
Supporting this view, the Fear & Greed Index has dropped to levels last seen during COVID-19 panic and the Terra collapse. Historically, both periods were followed by strong Bitcoin rallies. 🧐
In short, sentiment is deeply pessimistic — and in crypto, that has often marked the moment when the market quietly prepares for its next major move up. 🚀
🕵️♂️ Crypto analyst Michaël van de Poppe believes the crypto market peaked in December 2024 and is now going through the final phase of the bear market, with Bitcoin likely near its bottom.
Supporting this view, the Fear & Greed Index has dropped to levels last seen during COVID-19 panic and the Terra collapse. Historically, both periods were followed by strong Bitcoin rallies. 🧐
In short, sentiment is deeply pessimistic — and in crypto, that has often marked the moment when the market quietly prepares for its next major move up. 🚀
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Binance has officially completed its $1 billion Bitcoin purchase program for the SAFU fund 💰
💸 As a result, the SAFU wallet now holds around 15,000 BTC, strengthening Binance’s reserve backing and risk protection buffer.
However, despite such a large institutional buy, the market reaction has been muted. For now, this demand hasn’t been enough to help Bitcoin confidently reclaim and hold above the $70k level 😞
💸 As a result, the SAFU wallet now holds around 15,000 BTC, strengthening Binance’s reserve backing and risk protection buffer.
However, despite such a large institutional buy, the market reaction has been muted. For now, this demand hasn’t been enough to help Bitcoin confidently reclaim and hold above the $70k level 😞
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👻 Crypto Fear & Greed Index Hits Record Lows
The Crypto Fear & Greed Index has plunged to 5 out of 100, marking a level of extreme fear — even lower than during the Terra collapse in 2022. 📉
Such readings reflect deep pessimism, forced selling, and widespread uncertainty across the market.
👀 Historically, moments of extreme fear have often appeared near major bottoms, when sentiment is at its worst and risk appetite disappears. But no one guarantees that Bitcoin won't fall even lower, even below $60,000 and get stuck there for years to come...🤷
The Crypto Fear & Greed Index has plunged to 5 out of 100, marking a level of extreme fear — even lower than during the Terra collapse in 2022. 📉
Such readings reflect deep pessimism, forced selling, and widespread uncertainty across the market.
👀 Historically, moments of extreme fear have often appeared near major bottoms, when sentiment is at its worst and risk appetite disappears. But no one guarantees that Bitcoin won't fall even lower, even below $60,000 and get stuck there for years to come...🤷
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🤔 Is the “Age of Speculation” in Crypto Ending?
👨💼 Galaxy Digital CEO Mike Novogratz believes the current downturn is more than a simple correction — it may signal a structural shift in the crypto industry.
What’s happening:
• BTC is down 21% YTD and nearly 50% from its October 2025 peak
• There’s no single shock like FTX, though Fear & Greed is already at extreme lows 🥶
• The market is still digesting the $19.3B liquidation event in October, when 1.6M traders were wiped out in a single day 🔪
• Retail investors chase 10x–30x returns, while institutions bring a very different, lower-risk mindset 🏦
What’s next:
➠ Speculation won’t disappear, but it may fade into the background
➠ Crypto rails will increasingly support real-world assets
➠ Tokenized stocks and RWAs with more modest returns could become the new norm
Crypto may be growing up — fewer moonshots, more structure, and a very different market dynamic ahead. 🤔
👨💼 Galaxy Digital CEO Mike Novogratz believes the current downturn is more than a simple correction — it may signal a structural shift in the crypto industry.
What’s happening:
• BTC is down 21% YTD and nearly 50% from its October 2025 peak
• There’s no single shock like FTX, though Fear & Greed is already at extreme lows 🥶
• The market is still digesting the $19.3B liquidation event in October, when 1.6M traders were wiped out in a single day 🔪
• Retail investors chase 10x–30x returns, while institutions bring a very different, lower-risk mindset 🏦
What’s next:
➠ Speculation won’t disappear, but it may fade into the background
➠ Crypto rails will increasingly support real-world assets
➠ Tokenized stocks and RWAs with more modest returns could become the new norm
Crypto may be growing up — fewer moonshots, more structure, and a very different market dynamic ahead. 🤔
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🤔 Could USDT Overtake ETH and BTC by Market Cap?
🔎 Bloomberg’s senior strategist Mike McGlone suggests a scenario where USDT could surpass both Ethereum and Bitcoin in market capitalization.
His outlook is based on a highly bearish forecast: ETH falling to $1,500 and BTC dropping to $10,000. In such a risk-off environment, McGlone argues that capital could continue flowing into stablecoins, boosting their dominance while major crypto assets lose value 😬
🔎 Bloomberg’s senior strategist Mike McGlone suggests a scenario where USDT could surpass both Ethereum and Bitcoin in market capitalization.
His outlook is based on a highly bearish forecast: ETH falling to $1,500 and BTC dropping to $10,000. In such a risk-off environment, McGlone argues that capital could continue flowing into stablecoins, boosting their dominance while major crypto assets lose value 😬
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🕵️ Crypto Conspiracy Theory: Arrests = BTC Bottoms?
Crypto Twitter has spotted a curious pattern: every local Bitcoin bottom seems to coincide with the arrest of a major “crypto CEO” — followed by a parabolic market rally 🤨
Examples often cited:
▪️ 2019 — Alexander Vinnik (BTC-e)
▪️ 2022–2023 — Do Kwon & Sam Bankman-Fried (Terra, FTX)
▪️ 2024 — CZ (Binance)
The latest addition to the list: Braden Karony, CEO of SafeMoon.
Of course, this is pure crypto folklore — correlation, not causation. But in a market that thrives on narratives, some traders are already joking: new arrest = new bottom.
Coincidence… or just another chapter in crypto’s favorite conspiracy book? 👀
Crypto Twitter has spotted a curious pattern: every local Bitcoin bottom seems to coincide with the arrest of a major “crypto CEO” — followed by a parabolic market rally 🤨
Examples often cited:
▪️ 2019 — Alexander Vinnik (BTC-e)
▪️ 2022–2023 — Do Kwon & Sam Bankman-Fried (Terra, FTX)
▪️ 2024 — CZ (Binance)
The latest addition to the list: Braden Karony, CEO of SafeMoon.
Of course, this is pure crypto folklore — correlation, not causation. But in a market that thrives on narratives, some traders are already joking: new arrest = new bottom.
Coincidence… or just another chapter in crypto’s favorite conspiracy book? 👀
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🎢🚀 Tom Lee Predicts a V-Shaped ETH Recovery
Market strategist Tom Lee is calling for a V-shaped rebound in Ethereum, pointing to history as his main argument.
Since 2018, ETH has already rebounded eight times after drops of more than 50%. According to Lee, the current drawdown fits the same pattern — and if history rhymes, a sharp recovery could follow. 📈
Of course, markets don’t always repeat themselves. The big question remains: will this be another textbook bounce, or is this time different? 🤔
Market strategist Tom Lee is calling for a V-shaped rebound in Ethereum, pointing to history as his main argument.
Since 2018, ETH has already rebounded eight times after drops of more than 50%. According to Lee, the current drawdown fits the same pattern — and if history rhymes, a sharp recovery could follow. 📈
Of course, markets don’t always repeat themselves. The big question remains: will this be another textbook bounce, or is this time different? 🤔
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📉 Market Dips, Mood Shifts
Bitcoin slid again toward $66,000, and the altcoin market followed — pressure is clearly back. But the most memorable moment came not from the charts.
🍟 Charles Hoskinson, founder of Cardano, showed he’s mentally ready for a bear market. At the Consensus event in Hong Kong, he appeared on stage wearing a McDonald’s uniform, turning market stress into a viral performance.
His message was blunt and symbolic:
Bitcoin slid again toward $66,000, and the altcoin market followed — pressure is clearly back. But the most memorable moment came not from the charts.
🍟 Charles Hoskinson, founder of Cardano, showed he’s mentally ready for a bear market. At the Consensus event in Hong Kong, he appeared on stage wearing a McDonald’s uniform, turning market stress into a viral performance.
His message was blunt and symbolic:
“Shit is getting real.” 😁
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Crypto Custody Failure in South Korea 🇰🇷
Police in Gangnam District have reportedly lost 22 BTC confiscated back in 2021. 😁 The bitcoins were drained from a seized hardware wallet — even though the physical device itself never went missing. 👀
The disappearance went unnoticed for a long time due to a suspended investigation, and an internal probe is now underway.
The audit was triggered by an even bigger incident: 320 BTC recently vanished from the prosecutor’s office in Gwangju. According to local reports, employees fell victim to a phishing attack, leaking wallet credentials after visiting a fake website.🥷
📝 In total, South Korean authorities lost confiscated BTC worth ~$48 million, exposing serious weaknesses in state-level crypto storage and cybersecurity.
Police in Gangnam District have reportedly lost 22 BTC confiscated back in 2021. 😁 The bitcoins were drained from a seized hardware wallet — even though the physical device itself never went missing. 👀
The disappearance went unnoticed for a long time due to a suspended investigation, and an internal probe is now underway.
The audit was triggered by an even bigger incident: 320 BTC recently vanished from the prosecutor’s office in Gwangju. According to local reports, employees fell victim to a phishing attack, leaking wallet credentials after visiting a fake website.🥷
📝 In total, South Korean authorities lost confiscated BTC worth ~$48 million, exposing serious weaknesses in state-level crypto storage and cybersecurity.
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🇫🇷 Binance in the Crosshairs: Armed Attack Linked to Crypto Crime Wave in France
An attempted armed home invasion targeted the head of Binance France in Val-de-Marne.
🥷 Three masked men broke into the house looking for him, but he wasn’t home. They fled with two phones. 🤷📱
A few hours later, the same group attacked another address, hoping to reach a different crypto entrepreneur — but they picked the wrong house. Thanks to CCTV, the suspects were tracked down and arrested at a train station in Lyon. 🚓
This is far from an isolated case. France has already gained notoriety for crypto-related kidnappings and physical extortion, where attackers try to steal assets through violence or threats.
📌 Recent examples:
▪️Armed attackers tying up victims to steal crypto access devices.
▪️Over 70 “wrench attacks” globally last year, with 14+ in France alone.
▪️In 2025, David Balland, co-founder of Ledger, was kidnapped for a crypto ransom and later freed by special forces.
An attempted armed home invasion targeted the head of Binance France in Val-de-Marne.
🥷 Three masked men broke into the house looking for him, but he wasn’t home. They fled with two phones. 🤷📱
A few hours later, the same group attacked another address, hoping to reach a different crypto entrepreneur — but they picked the wrong house. Thanks to CCTV, the suspects were tracked down and arrested at a train station in Lyon. 🚓
This is far from an isolated case. France has already gained notoriety for crypto-related kidnappings and physical extortion, where attackers try to steal assets through violence or threats.
📌 Recent examples:
▪️Armed attackers tying up victims to steal crypto access devices.
▪️Over 70 “wrench attacks” globally last year, with 14+ in France alone.
▪️In 2025, David Balland, co-founder of Ledger, was kidnapped for a crypto ransom and later freed by special forces.
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🐳 Whales Are Buying the Dip
Large BTC holders are aggressively accumulating coins during the price decline. Transfers to so-called accumulation addresses have reached their highest level since early 2022. 🧐
While retail investors are locking in losses and exiting in fear, whales are treating the drawdown as a strategic entry opportunity.
📊 Historically, similar accumulation phases during periods of panic have often preceded strong market rebounds. Once again, smart money appears to be moving against the crowd.
Large BTC holders are aggressively accumulating coins during the price decline. Transfers to so-called accumulation addresses have reached their highest level since early 2022. 🧐
While retail investors are locking in losses and exiting in fear, whales are treating the drawdown as a strategic entry opportunity.
📊 Historically, similar accumulation phases during periods of panic have often preceded strong market rebounds. Once again, smart money appears to be moving against the crowd.
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🧮 The Peter Schiff Indicator at Work
If you had bought $1 worth of BTC every time Peter Schiff mentioned Bitcoin on Twitter — 1,836 times since 2013 — here’s where you’d be today:
• Total invested: $1,836
• BTC accumulated: ~0.174 BTC
• Portfolio value at $66,000: ~$11,500
• Profit: +530%
For comparison 👇
If you had bought gold with the same strategy:
• ~0.45 oz of gold
• Current value: ~$2,280
• Return: ~25%
Turns out one of Bitcoin’s loudest critics accidentally created a pretty solid DCA strategy. 😁
If you had bought $1 worth of BTC every time Peter Schiff mentioned Bitcoin on Twitter — 1,836 times since 2013 — here’s where you’d be today:
• Total invested: $1,836
• BTC accumulated: ~0.174 BTC
• Portfolio value at $66,000: ~$11,500
• Profit: +530%
For comparison 👇
If you had bought gold with the same strategy:
• ~0.45 oz of gold
• Current value: ~$2,280
• Return: ~25%
Turns out one of Bitcoin’s loudest critics accidentally created a pretty solid DCA strategy. 😁
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🤑 The Best Traders of 2025… in the US Congress
Turns out the most consistent alpha this year isn’t coming from hedge funds — it’s coming from lawmakers. 🏦
According to data shared by Unusual Whales, both Republicans and Democrats have outperformed the S&P 500 year over year.
The best part?
👉 Zero official insider trading cases.
Just pure talent, timing… and coincidence, of course.
📈 Congress beats the market
📜 Fully legal (apparently)
🎓 Still no trading courses for sale — sadly
Retail traders can only watch and learn… or vote differently 😁
Turns out the most consistent alpha this year isn’t coming from hedge funds — it’s coming from lawmakers. 🏦
According to data shared by Unusual Whales, both Republicans and Democrats have outperformed the S&P 500 year over year.
The best part?
👉 Zero official insider trading cases.
Just pure talent, timing… and coincidence, of course.
📈 Congress beats the market
📜 Fully legal (apparently)
🎓 Still no trading courses for sale — sadly
Retail traders can only watch and learn… or vote differently 😁
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👀 Who Pumped Gold? Central Banks Did the Heavy Lifting
Since 2020, countries have added nearly 2,000 tons of gold to their reserves, according to data from Visual Capitalist.🔎
Top gold buyers since 2020:
• China: +357 tons
• Poland: +314 tons
• Turkey: +251 tons
• Italy: +245 tons
• Brazil: +105 tons
📌 What’s behind it?
▪️Beijing continues its long-term strategy of reducing reliance on the US dollar.
▪️Warsaw is hedging against economic and political instability in the EU.
Then retail investors joined the party — and gold prices went vertical 📈
As a side effect, silver also pumped, becoming the “cheap alternative” once gold started to look too expensive.
Smart money first, retail later — classic market cycle. 🔄
Since 2020, countries have added nearly 2,000 tons of gold to their reserves, according to data from Visual Capitalist.🔎
Top gold buyers since 2020:
• China: +357 tons
• Poland: +314 tons
• Turkey: +251 tons
• Italy: +245 tons
• Brazil: +105 tons
📌 What’s behind it?
▪️Beijing continues its long-term strategy of reducing reliance on the US dollar.
▪️Warsaw is hedging against economic and political instability in the EU.
Then retail investors joined the party — and gold prices went vertical 📈
As a side effect, silver also pumped, becoming the “cheap alternative” once gold started to look too expensive.
Smart money first, retail later — classic market cycle. 🔄
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🇯🇵 Metaplanet: Japan’s “MicroStrategy” Deep in the Red on Bitcoin
📉 Metaplanet reported an unrealized loss of ~$664M (¥102.2B) from revaluing its Bitcoin holdings for FY2025. Despite the drawdown, the company massively increased its BTC stack to 35,102 BTC, up from just 1,762 a year earlier — making it the 4th largest public Bitcoin holder, often compared to Strategy.
📉 The loss is purely on paper, but the market reacted: Metaplanet shares (ticker 3350) are now ~80% below their June peak on the Tokyo Stock Exchange.
📊 At the same time, fundamentals look wild:
• Revenue +738% YoY to ~$58M
• Profit +1,694% YoY to ~$41M
💡 The key driver wasn’t BTC price appreciation, but Bitcoin options trading. Because of this, Metaplanet says it’s no longer just a “Bitcoin treasury,” but a company focused on Bitcoin and derivatives operations.
High conviction, high volatility — Japanese-style Bitcoin maximalism in action.
📉 Metaplanet reported an unrealized loss of ~$664M (¥102.2B) from revaluing its Bitcoin holdings for FY2025. Despite the drawdown, the company massively increased its BTC stack to 35,102 BTC, up from just 1,762 a year earlier — making it the 4th largest public Bitcoin holder, often compared to Strategy.
📉 The loss is purely on paper, but the market reacted: Metaplanet shares (ticker 3350) are now ~80% below their June peak on the Tokyo Stock Exchange.
📊 At the same time, fundamentals look wild:
• Revenue +738% YoY to ~$58M
• Profit +1,694% YoY to ~$41M
💡 The key driver wasn’t BTC price appreciation, but Bitcoin options trading. Because of this, Metaplanet says it’s no longer just a “Bitcoin treasury,” but a company focused on Bitcoin and derivatives operations.
High conviction, high volatility — Japanese-style Bitcoin maximalism in action.
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