📊 Retail hands over Bitcoin to institutions
Under growing pressure, individual Bitcoin holders are gradually giving way to businesses and institutional investors. What started as a retail-driven asset is increasingly consolidating in stronger hands with longer time horizons. 💵
If institutions end up winning this race, history may look back differently: those who manage to hold their coins through today’s volatility could be remembered as the “legends” of this cycle. 💪
💭 Sometimes the hardest strategy isn’t buying — it’s simply not selling.
Under growing pressure, individual Bitcoin holders are gradually giving way to businesses and institutional investors. What started as a retail-driven asset is increasingly consolidating in stronger hands with longer time horizons. 💵
If institutions end up winning this race, history may look back differently: those who manage to hold their coins through today’s volatility could be remembered as the “legends” of this cycle. 💪
💭 Sometimes the hardest strategy isn’t buying — it’s simply not selling.
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👀 Strategy moves 1,300 BTC — market watching closely
🔎 According to data from Arkham, Strategy transferred 1,300 BTC (~$83M) to new wallets.
In the past, similar on-chain moves triggered panic on Crypto Twitter, with rumors that Michael Saylor was selling Bitcoin.
This time, however, the market is staying calm — just watching very closely 👀
So far, there’s no indication of coins moving to exchanges, suggesting this is likely another internal wallet reshuffle rather than a sell-off.
🔎 According to data from Arkham, Strategy transferred 1,300 BTC (~$83M) to new wallets.
In the past, similar on-chain moves triggered panic on Crypto Twitter, with rumors that Michael Saylor was selling Bitcoin.
This time, however, the market is staying calm — just watching very closely 👀
So far, there’s no indication of coins moving to exchanges, suggesting this is likely another internal wallet reshuffle rather than a sell-off.
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📉 Altcoins: brutal drawdowns from ATH
A snapshot of how deep the current cycle has cut into major altcoins:
• DOT: -97.7% ($54.84 → $1.24)
• AVAX: -94.3% ($145.85 → $8.28)
• ADA: -91.7% ($3.08 → $0.257)
• LTC: -87.7% ($415.06 → $50.92)
• LINK: -84.5% ($52.82 → $8.17)
• SOL: -73.9% ($293.65 → $76.54)
• XRP: -65.3% ($3.84 → $1.33)
• ETH: -63.1% ($4,948 → $1,826)
• BNB: -57.0% ($1,369 → $588.54)
• TRX: -35.3% ($0.434 → $0.281)
Cycles change, narratives die, and only a few projects historically reclaim their ATHs.
The real question: which of these are survivors, and which are just relics of the last bull run? 🧐
A snapshot of how deep the current cycle has cut into major altcoins:
• DOT: -97.7% ($54.84 → $1.24)
• AVAX: -94.3% ($145.85 → $8.28)
• ADA: -91.7% ($3.08 → $0.257)
• LTC: -87.7% ($415.06 → $50.92)
• LINK: -84.5% ($52.82 → $8.17)
• SOL: -73.9% ($293.65 → $76.54)
• XRP: -65.3% ($3.84 → $1.33)
• ETH: -63.1% ($4,948 → $1,826)
• BNB: -57.0% ($1,369 → $588.54)
• TRX: -35.3% ($0.434 → $0.281)
Cycles change, narratives die, and only a few projects historically reclaim their ATHs.
The real question: which of these are survivors, and which are just relics of the last bull run? 🧐
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🏋️ Record shorts on Strategy stock
🗒 Shares of Strategy have become the most shorted security in the world, with open interest on shorts hitting record highs. Investor sentiment has резко shifted as the company faces roughly $7B in unrealized losses tied to its massive Bitcoin exposure.
The market is increasingly betting against Michael Saylor’s high-conviction BTC strategy, turning MSTR into a battleground between long-term believers and aggressive short sellers. 🤺
📉 High risk, high conviction — and now, historic levels of skepticism.
🗒 Shares of Strategy have become the most shorted security in the world, with open interest on shorts hitting record highs. Investor sentiment has резко shifted as the company faces roughly $7B in unrealized losses tied to its massive Bitcoin exposure.
The market is increasingly betting against Michael Saylor’s high-conviction BTC strategy, turning MSTR into a battleground between long-term believers and aggressive short sellers. 🤺
📉 High risk, high conviction — and now, historic levels of skepticism.
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🚀 Bitcoin sparks a relief rally — but sentiment remains fragile
Bitcoin made a strong push yesterday, nearly touching $70,000 ($69,953 for CMC), lifting the entire crypto market along with it. 📈
• Ethereum jumped ~10% in 24 hours, reclaiming the $2,000 level
• Several large-cap altcoins gained 10–20% in a single day
• Among the top-100 assets, Polkadot (DOT) led the rally with a +24% surge
📊This move instantly affected market sentiment. Even though the Crypto Fear & Greed Index is still stuck in “Extreme Fear” at 11, global Google searches for “Buy Bitcoin” have surged to a 5-year high, according to Google. 🙀
Investors are clearly hoping this bounce turns into a sustained uptrend.
But historically, rising FOMO during weak market structure can be dangerous — after a short recovery, the market may still roll over and push even lower.
Relief rally or bull trap? The next moves will matter. 👀
Bitcoin made a strong push yesterday, nearly touching $70,000 ($69,953 for CMC), lifting the entire crypto market along with it. 📈
• Ethereum jumped ~10% in 24 hours, reclaiming the $2,000 level
• Several large-cap altcoins gained 10–20% in a single day
• Among the top-100 assets, Polkadot (DOT) led the rally with a +24% surge
📊This move instantly affected market sentiment. Even though the Crypto Fear & Greed Index is still stuck in “Extreme Fear” at 11, global Google searches for “Buy Bitcoin” have surged to a 5-year high, according to Google. 🙀
Investors are clearly hoping this bounce turns into a sustained uptrend.
But historically, rising FOMO during weak market structure can be dangerous — after a short recovery, the market may still roll over and push even lower.
Relief rally or bull trap? The next moves will matter. 👀
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⏳ The BTC dump timer broke…
🔎 Crypto Twitter noticed a strange pattern: Bitcoin was being sold off almost every day at exactly 10:00 AM US time — month after month, starting in October 2025.
According to co-founders of Glassnode, the consistent sell pressure right before the US stock market open likely came from Jane Street. 🧐
Here’s the interesting part 👀
As soon as a lawsuit by the bankrupt Terraform Labs against Jane Street became public, those “random” daily dumps suddenly stopped.
Almost immediately after, BTC surged and nearly touched $70,000, posting an impressive daily rally. 🚀
While the court case is ongoing, Jane Street may be forced to pause its trading strategy — which many believe was systematically unloading BTC.
Jane Street’s official response:
“All accusations against Jane Street are baseless and opportunistic.”
Coincidence… or just perfect timing? 🕰
🔎 Crypto Twitter noticed a strange pattern: Bitcoin was being sold off almost every day at exactly 10:00 AM US time — month after month, starting in October 2025.
According to co-founders of Glassnode, the consistent sell pressure right before the US stock market open likely came from Jane Street. 🧐
Here’s the interesting part 👀
As soon as a lawsuit by the bankrupt Terraform Labs against Jane Street became public, those “random” daily dumps suddenly stopped.
Almost immediately after, BTC surged and nearly touched $70,000, posting an impressive daily rally. 🚀
While the court case is ongoing, Jane Street may be forced to pause its trading strategy — which many believe was systematically unloading BTC.
Jane Street’s official response:
“All accusations against Jane Street are baseless and opportunistic.”
Coincidence… or just perfect timing? 🕰
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😳 BTC briefly “crashed” on Lighter
While Bitcoin was pushing toward $70k yesterday, an odd print appeared on Lighter — BTC dipped all the way to $47,000 on the chart. 📉
Before panic sets in 👇
Nothing critical actually happened.
⚙️ A single 1,000 BTC sell order wiped through all available limit orders, causing a temporary price spike down. Liquidity was thin, the order went straight through the book, and the price quickly snapped back to normal levels.
❌ No mass liquidations
❌ No real market impact
✅ Just a classic low-liquidity glitch
While Bitcoin was pushing toward $70k yesterday, an odd print appeared on Lighter — BTC dipped all the way to $47,000 on the chart. 📉
Before panic sets in 👇
Nothing critical actually happened.
⚙️ A single 1,000 BTC sell order wiped through all available limit orders, causing a temporary price spike down. Liquidity was thin, the order went straight through the book, and the price quickly snapped back to normal levels.
❌ No mass liquidations
❌ No real market impact
✅ Just a classic low-liquidity glitch
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📊 CryptoQuant: Spot demand for BTC is waking up
For the first time since late November 2025, Bitcoin demand on the spot market has started to increase.
This suggests:
• Buyers are slowly returning after months of weak demand
• Selling pressure on spot exchanges may be easing
• The market could be transitioning from pure distribution to early accumulation
It’s not a full trend reversal yet — but historically, rising spot demand is one of the first signals that the worst phase of a correction may be behind us 👀
Early shift or just a pause? The next weeks will tell.
For the first time since late November 2025, Bitcoin demand on the spot market has started to increase.
This suggests:
• Buyers are slowly returning after months of weak demand
• Selling pressure on spot exchanges may be easing
• The market could be transitioning from pure distribution to early accumulation
It’s not a full trend reversal yet — but historically, rising spot demand is one of the first signals that the worst phase of a correction may be behind us 👀
Early shift or just a pause? The next weeks will tell.
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🐻 76% expect BTC to drop below $60k
🕵️♂️ Bitcoin analyst PlanB ran a poll on where the market bottom might be — and the majority is clearly bearish:
• $60k — 23.9%
• $50k — 32.3%
• $40k — 23.0%
• $30k — 20.8%
In total, 76% expect Bitcoin to fall below $60k, so the risk of deeper downside is real.
However, after yesterday’s sharp rally, many traders may have already believed in a new bull run — and some likely bought BTC near $70k using leverage.
That’s how markets usually trap late optimism: strong bounce, bullish hope… and then reality checks. 👀
🕵️♂️ Bitcoin analyst PlanB ran a poll on where the market bottom might be — and the majority is clearly bearish:
• $60k — 23.9%
• $50k — 32.3%
• $40k — 23.0%
• $30k — 20.8%
In total, 76% expect Bitcoin to fall below $60k, so the risk of deeper downside is real.
However, after yesterday’s sharp rally, many traders may have already believed in a new bull run — and some likely bought BTC near $70k using leverage.
That’s how markets usually trap late optimism: strong bounce, bullish hope… and then reality checks. 👀
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🧨 ETHZilla’s Ethereum treasury experiment has failed
The company that once aimed to become a “public proxy for Ethereum” has officially abandoned its ETH treasury strategy and announced a full rebrand.
What changed:
• ETHZilla rebrands to Forum Markets
• New Nasdaq ticker: FRMM
• ETH treasury model scrapped
• New focus: real-world asset tokenization (RWA)
Back in August 2025, ETHZilla shares spiked to $107 after announcing a $425M Ethereum treasury, positioning itself as an ETH play for public markets.
Since then, the stock has collapsed by ~96% from its peak. 📉
The takeaway: The “crypto-on-the-balance-sheet” narrative isn’t guaranteed to work outside of Bitcoin — especially for Ethereum. Now ETHZilla is pivoting to a more traditional Web3 narrative:tokenizing real-world assets.
Another reminder that markets don’t buy stories forever 🤷
The company that once aimed to become a “public proxy for Ethereum” has officially abandoned its ETH treasury strategy and announced a full rebrand.
What changed:
• ETHZilla rebrands to Forum Markets
• New Nasdaq ticker: FRMM
• ETH treasury model scrapped
• New focus: real-world asset tokenization (RWA)
Back in August 2025, ETHZilla shares spiked to $107 after announcing a $425M Ethereum treasury, positioning itself as an ETH play for public markets.
Since then, the stock has collapsed by ~96% from its peak. 📉
The takeaway: The “crypto-on-the-balance-sheet” narrative isn’t guaranteed to work outside of Bitcoin — especially for Ethereum. Now ETHZilla is pivoting to a more traditional Web3 narrative:tokenizing real-world assets.
Another reminder that markets don’t buy stories forever 🤷
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