$BTC SUPPLY SHOCK TALK IS BACK. Adam Back is... getting clipped for a $1M Bitcoin call, while traders point to exchange balances at new lows. If supply keeps tightening, BTC doesn’t need much demand to move hard 🚀show more

Bears are calling for new $BTC lows. This is... how I expect Bitcoin to move.show more

🔥 $DUSD: The Ultimate Supply Shock 🔥 ​300M+ tokens... BURNED & counting! 📉 The dev is slashing supply at an epic rate while LPs & new listings fortify the moon mission. 🚀 ​Less supply = More heat! Join the ultimate buy and burn coin $SOL $BTC #MEMECOİNSshow more

🇺🇸 RICH DAD POOR DAD AUTHOR ROBERT KIYOSAKI ROTATED... INTO BITCOIN About 11 months ago, Kiyosaki increased his Bitcoin exposure by trading long-held silver for $BTC. He still holds gold and silver ; but the signal is clear: Bitcoin is absorbing value from traditional hard assets as fiat continues to weaken. Finite supply. Real money. Bitcoin keeps winning. 🚀show more

What happens if Bitcoin goes to $1,000,000 in 8... years and MSTR never issues another senior or preferred share? No new leverage. No new preferred stack. No mNAV expansion. Just Bitcoin going up and the current structure sitting there. At $63.2k BTC: MSTR implied price: ~$95.71 CEBE: ~143,535 sats/share CEBE mNAV: 1.055x At $1,000,000 BTC, with the exact same mNAV: MSTR implied price: ~$2,086 CEBE: ~197,678 sats/share Bitcoin return: 15.8x MSTR return: 21.8x That is ~38% more return than Bitcoin. Why? Because the senior/preferred claim stack is fixed in dollars. As Bitcoin rises, that claim stack collapses in BTC terms: ~310,379 BTC of senior claims today → ~19,616 BTC at $1M Bitcoin The common equity absorbs the difference. This is what you are getting in exchange for paying the STRC dividends. AMPLIFICATION of BITCOIN. This is what the market keeps missing. MSTR does not need the multiple to expand to outperform Bitcoin. It can outperform because fixed-dollar claims get nuked in Bitcoin terms. CEBE is the lens. Bitcoin is the detonator:show more

BREAKING: 🇷🇺 RUSSIA CENTRAL BANK JUST APPROVED #BITCOIN AND... CRYPTO AS MARGIN COLLATERAL FOR FUTURES AND DERIVATIVES BTC CAN NOW BE USED TO BACK LEVERAGED TRADING AND SHORT SELLING GLOBAL SUPERPOWERS ARE RACING TO BTC THE RACE IS ON 🚀show more

🔥STRATEGY WILL BE THE WORLD'S MOST VALUABLE COMPANY🔥 Strategy... bought OVER 56,000 Bitcoin in April. That number is so absurd people are psychologically incapable of processing it. Post-halving miners produce roughly 13,500 BTC per month. Strategy just bought about 4.1x an entire month of new miner supply in one month. Now run the simple monster math: Today: Strategy BTC stack: 818,334 BTC Bitcoin price: $76,196 Bitcoin NAV: $62.35B Assume Strategy keeps buying 56,000 BTC per month for 5 years. That is: ASSUMING STRC GROWTH TOTALLY STOPS (LOL) ~672,000 BTC per year ~3,360,000 BTC over 5 years Their stack goes from: 818,334 BTC to 4,178,334 BTC Now assume Bitcoin compounds at 25% CAGR. Bitcoin goes from: $76,196 to roughly: $232,532 So the Bitcoin NAV becomes: 4,178,334 BTC × $232,532 = roughly $971.5 BILLION Almost $1 TRILLION in Bitcoin NAV. And the funniest part? This model assumes no mNAV expansion. No premium insanity. No additional acceleration. No credit flywheel getting stronger. No market panic as everyone realizes Strategy is vacuuming Bitcoin off the planet like a publicly traded monetary black hole. Just: 56,000 BTC per month. 25% Bitcoin CAGR. 5 years. That’s it. Don't think they can accumulate that much Bitcoin at that low of a CAGR? Think the Bitcoin CAGR has to go higher? Cool. That only helps Strategy buy more Bitcoin. The bear case is basically: “Sure, they are absorbing multiples of new supply, building the largest corporate Bitcoin balance sheet in history, converting fiat capital markets into Bitcoin ownership, and compounding NAV at escape velocity, but have you considered that I am emotionally upset?” MSTR is becoming the most aggressive Bitcoin accumulation machine ever built. The fiat world is still modeling it like a tech stock with a weird treasury policy. GOOD LUCK.show more

RAOUL PAL: BITCOIN IS DEEPLY DISCOUNTED Raoul Pal says... based on global liquidity and how Nasdaq has tracked, #Bitcoin should be closer to $160,000 right now. That gap, in his view, is the liquidity discount $BTC is trading at. He calls this a technical year -- not a demand problem, but a timing one. According to the model, the finish should’ve been much stronger. If liquidity keeps doing what it’s been doing, that gap doesn’t stay open forever.show more

🔥THE SIMPLE PATH TO $1,000 MSTR🔥 I modeled Strategy... buying BTC at its current 2026 pace of 1,822 BTC per business day all the way through EOY 2027. Assumptions: BTC goes from $77K to $275K ($275k is the Power Law trend price EOY 2027, not moonboi nonsense) Every purchase is funded with 100% STRC issuance STRC costs 11.5% Strategy sells BTC every month to pay the dividend The cool part about this is that it shows what happens if STRC adoption stays flat from here, when in reality it is scaling quickly. Starting point: 843,738 BTC $13.52B preferred $8.21B debt 384.2M diluted shares Result by Dec 2027: Gross BTC bought: 743,246 BTC sold for dividends: 66,942 Net BTC added: 676,304 Ending stack: 1,520,042 BTC CEBE/share: 146K sats → 251K sats CEBE NAV/share: $112.56 → $691.01 If the market keeps paying today’s 1.48x price-to-CEBE multiple, the common stock projects to: $166.63 → $1,022.75 So the “crippling” 11.5% cost of capital ends up forcing monthly BTC sales of only 66.9K BTC total, while the machine inhales 743K BTC gross. Wall Street built a preferred-stock blood bank for a Bitcoin black hole, and the black hole is still hungry. Boom. Not hard. Bitcoin reverts back to trend price and Strategy stays on the pace they're on. $1,000 MSTR. If this math is even directionally right, people are grotesquely underestimating what happens when scarce collateral is funded by infinite boomer paper.show more

IN 2 DAYS THE BITCOIN FAUCET IS BACK The... original Bitcoin Faucet, launched by Gavin Andresen in June 2010, was Bitcoin’s first. It gave away 5 BTC per user for solving a simple CAPTCHA, distributing nearly 19,700 BTC total to onboard newcomers. 🚨 👀show more

⚡️zkBTC is hard at work cooking up something big... for the broader Bitcoin community. $BTC, Ordinals, Runes, and #BRC20 communities - are you ready to unlock a new world of supercharged functionality and utility?show more

What’s next for Bitcoin? 🤔 The blue prediction zone... on the 7D BTC chart is the main area to watch. After rejecting from the recent Pipe Top near $65.4K, Bitcoin pulled back toward the $63.3K support area. From there, the AI Trading Assistant’s projected zone suggests BTC could attempt a gradual recovery back toward the mid-$64K range if support continues to hold. That makes the current setup fairly clear. BTC support: around $63.3K Prediction zone: mid-$64K recovery range Resistance: around $65.4K The prediction zone doesn’t point to an aggressive breakout yet. It suggests Bitcoin may be trying to stabilize after the recent pullback and rebuild momentum step by step. If BTC holds near $63.3K, the short-term structure remains more constructive. Traders can then watch whether price continues moving inside or near the blue zone as confirmation that the recovery path is still intact. If BTC loses that support and fails to reclaim it quickly, the setup weakens and the projected recovery path becomes less reliable. The Pipe Top near $65.4K remains the bigger test. BTC already pushed into that area once and reversed sharply, so reclaiming it with stronger follow-through would be the point where the chart starts to look healthier. This is where the AI Trading Assistant helps traders move from scattered data to structured market analysis. Instead of checking price action, patterns, timeframe context, and related market updates separately, traders can review the full setup in one workspace. The tool highlights detected formations, adapts analysis to the selected timeframe, and gives users a projected price zone they can compare against live movement. For BTC right now, the question is simple: Can Bitcoin hold support and follow the blue prediction zone higher? Explore the AI Trading Assistant in AI Hub V2:show more

🚨BULLISH: CIRCULATING SUPPLY OF $XRP IS SMALLER THAN YOU... THINK Analyst Versan Aljarrah of Black Swan Capitalist argues $XRP's true circulating supply is far smaller than most realize, and global settlement adoption would shrink it further. Once escrow, institutional reserves, and tokens locked in active payment rails are removed, available float drops significantly. With 6 spot ETFs live, $1.4B in institutional inflows, exchange balances falling, and the SEC case resolved, demand pressure is building fast. If banks adopt XRP at scale for cross-border settlement, basic supply-demand math points to major price discovery ahead.show more

MSTR Price Model w/ STRC issuance: Ran the CEBE... model on the STRC flywheel. Assumptions: • STRC buys 3,000 BTC/week • BTC compounds +25%/yr for 10 years • Zero new BTC acquired MSTR issuance (lol) Year 10 output: BTC ≈ $626k MSTR ≈ $3,476 BTC held ≈ 2.28M Preferred stack ≈ $398B Shares ≈ 382M mNAV ≈ 1.30x Result: MSTR/BTC ratio ends ~2.85x higher than today. CEBE is a simple way to translate Strategy’s balance sheet into “Bitcoin-equity per share.” You start with the company’s total Bitcoin, then subtract the Bitcoin-equivalent of all senior claims that sit ahead of common equity, mainly debt plus preferred minus cash, converted into BTC at the current BTC price. What’s left is the BTC that economically belongs to common shareholders, then you divide by the share count to get CEBE (BTC per share). Once you have CEBE, you can map it back into a modeled stock price by multiplying CEBE × BTC price × mNAV, where mNAV is the market’s premium or discount to the underlying BTC-equity per share.show more

$BTC is at $61,000 and you're about to hit... buy. Wait sixty seconds: • $250,000 on Coinbase buys you roughly 4 BTC and the tax bill shows up later when you sell. • $250,000 into S21 XP miners hosted at $0.07/kWh is a different move. You deduct the full amount against your income this year under Section 179. Your ASICs start producing Bitcoin into your wallet from day one and over 24 months you're looking at 4+ BTC, KYC-free, mined below spot. The hardware keeps running in year 3, year 4, year 5. We're watching the same price. But the investors who set up their ASICs at cycle lows are the ones who look back and understand why the entry point mattered less than the structure they used to accumulate Bitcoin. Same capital. Very different outcome.show more

- you call a Bitcoin holder in Washington -... pretend to be exchange security - say the account is compromised - ask for verification - get the credentials - get the seed - move everything - 4,100 BTC ~$243,000,000 at the time - 28+ exotic cars - Pagani, Ferrari, Lamborghini - watches worth $500k - Birkin bags in nightclubs - friends call you “Malone” in Discord - arresteded in Miami - but thanks to NEON now people knows you still have a phone Insane storyshow more

🚨 THE BIGGEST WARNING FOR $BTC Bitcoin just pushed... above $70K. Most traders see this as the start of a new rally. I see a bull trap. My plan: $70K Breakout (✅) → Bull Trap (✅) → $57K Dump → $50K Bottom → Recovery The real bottom will form around $50K. After that, I expect Bitcoin to recover back to $64K–$68K before the next major breakout to $80K+. Don’t get trapped by this pump. Turn on notifications so you don’t miss my next $BTC update.show more

Metaplanet just bought its way to 43,000 Bitcoin The... Japanese firm added 2,823 BTC in Q2, spending about $222M at an average price near $78,700 per $BTC, funded through credit facility borrowing and bond issuance rather than new share dilution. Total holdings are now valued around $2.53B at current prices. But the company's overall average cost across its full stack sits near $94,900 per BTC, well above where Bitcoin is trading today near $61,000. That gap is showing up in the stock too. Metaplanet's mNAV, the ratio of market value to actual Bitcoin holdings, recently dipped to about 0.92x. CEO Simon Gerovich (Simon Gerovich) says the firm will consider share buybacks if that discount to net asset value persists. Long-term target: 1% of Bitcoin's total supply, roughly 210,000 BTC. The current stack puts Metaplanet Inc. about a fifth of the way there.show more

HOW BADLY DO WE NEED $STRC BACK AT PAR?... Turning the STRC machine back on would juice MSTR’s return by as much as 11.55 percentage points on the exact same move to $100,000 Bitcoin... with zero mNAV expansion. Bitcoin goes from $64,846 to $100,000: +54.21%. With no new STRC, MSTR goes from $97.91 to $172.66: +76.35%, beating Bitcoin by 22.13 points. Then we restart the preferred trebuchet: $500M/month → MSTR +79.26% → beats BTC by 25.05 points $1B/month → MSTR +82.16% → beats BTC by 27.95 points $1.5B/month → MSTR +85.04% → beats BTC by 30.83 points $2B/month → MSTR +87.90% → beats BTC by 33.69 points The incremental return created specifically by new STRC is 2.92%, 5.81%, 8.69% and 11.55%, respectively. At $2B per month, STRC generates 13.14% of MSTR’s entire return and 34.29% of its outperformance over Bitcoin. Issuing $24B over the year buys 301,208 BTC at an average modeled price of $79,679. Those coins are worth $30.12B when Bitcoin reaches $100,000, while the additional preferred principal remains . That creates $6.12B of gross residual common equity before the associated dividend and dilution drag. After including that drag, CEBE still finishes 10,916 sats per share above the zero-issuance scenario, adding $11.31 to MSTR’s ending share price. Credit investors get a 12% coupon and a warm glass of milk. Common shareholders get whatever survives when $100,000 Bitcoin runs the fixed-dollar liability through an industrial meat grinder. The preferred stack is expensive capital when Bitcoin goes sideways. On an orderly climb, it becomes a machine for purchasing BTC below its destination price while the liability remains frozen in dollars. I love Strategy's model. It's simple. Continue to manufacture yield for the dollar economy, and then harvest the residual convexity for common shareholders:show more

🚨THIS WAS BIGGEST BULL TRAP HITTING $70K $BTC Dump... below $62K will be brutal Once everyone realize what's happening it will already be too late Bitcoin just exploded to ~$72K, and sentiment flipped bullish almost overnight More than $1B in shorts were liquidated in roughly one hour But what many don't know that nothing changed structurally at all for BTC and we just ran straight into first major HTF supply area that was sitting at mFVG 70K zone And this isn't the first time we've seen it Same exact bottom formation was also back in 2018 and 2022 with short squeeze, sweep above range highs and back to range lows forming bottom That's why I'd wait same scenario for this bear market too Below sits the obvious $57K-$58K huge sell-side liquidity, many longs where the June and July lows were formed We just structurally need to take them first before any real move After that I expect Bitcoin to recover back to ~70K with next major breakout and close above $80K That's where we can talk about real reversal Remember that I am posting news daily and monitoring each major macro event to post and warn you So make sure to follow me and turn notifs onshow more

🚨 BREAKING: MICHAEL SAYLOR IS PANICKING > Avg buy... price for Micro Strategy is $75,699 > Current price is $66,835 Here's what will happen, if the price don't go up this year: Phase 1: > $BTC no cash to pay dividends > has to sell Bitcoin Phase 2: > Selling Bitcoin -> the price goes down > $MSTR price goes down too > Can't raise new capital > No new BTC buys Phase 3: > Strategy has to sell > People panic and sell too > No or little new buys > Bitcoin goes to $18k > It's technically a bankruptcy The main question is: Will there be a new big player, who will buy Bitcoin as Michael Saylor does? If yes, then who and why? I will alert you when it's the right time to buy, if this moment happens.show more