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Bitcoin’s relative strength at 17 signals extreme weakness, pacing for its worst week since November 2020. Context matters: - BTC has traded in line with risk assets this year. - The IGV software index is down 21%, with many software stocks off 30–40%. - Locally, Bitcoin looks oversold. Cosmo...

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Is This The End For Doge? $DOGE is at its most oversold technical levels in history, plummeting to a three-year low of $0.07. The asset currently sits 90% below its all-time high as liquidity exits legacy meme assets in favor of regulated yield-bearing products. Monthly Relative Strength Index (RSI) readings for $DOGE have officially breached the lows seen during the 2022 market bottom, signaling extreme exhaustion in the valuation of the original meme-coin.

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Bitcoin exploded again on Thursday, jumping 5.3% to 73,400 and closing right above our 72,204 short term Fibonacci level, filling that fair value gap from the June 1st drop that a viewer flagged weeks ago. I'm not chasing this move since it's up 17% in a week, which is too far too fast, so I'm watching for a pullback toward the 66,000 fast line before adding rather than jumping in front of a speeding train. RSI closed at 91.63, the most overbought since November 2024, but unlike that rally year we're still technically in a bottom year, and spot volume at 2.6 billion tells me this is real demand, not just liquidation-driven futures noise. Ethereum is right there with it, pushing to a new local high near 2,360 with RSI at 94.31, nearly the mirror image of June's oversold reading, and it's testing the 2,376 TVO resistance zone on strong volume. Stablecoin dominance has cratered to an oversold 8.54 RSI, the lowest since November 2023, and Bitcoin dominance is surging, which tells me money is still rotating into large caps like BTC and ETH before it trickles down into the broader altcoin market. On the TradFi side DXY looks headed lower, gold confirmed a close above resistance, and it's honestly strange that S&P futures dropped almost a percent while crypto is ripping like this. On my picks, Solana broke TBO resistance with RSI at its highest since 2025, Trump coin pumped 27% on what looks like a short squeeze, WIF closed above a long standing resistance level for the first time in ages, and HBAR cleared major overhead resistance that's held since 2025. A lot of these charts have moved 15 to 30% in days and are hitting resistance, so I'm treating fresh entries carefully and favoring DCA rather than chasing. Over in the club picks, stocks are still lagging behind crypto's move, with Oracle showing bullish TBL closes and Nvidia holding support, while Netflix already tagged its early take profit target. CHAPTER MARKERS 00:00 Bitcoin Price Structure Awaits Confirmation 05:45 BTC Close Above Daily Cloud Signals Higher Fib Targets 11:46 Ethereum Support, Momentum and Trade Risk 18:21 OTHERS Market Breadth 25:26 S&P Futures and Equity Risk 31:55 LINK and Altcoin Watchlist Risk 41:01 Meme Coin Risk and Sentiment 45:38 UNI Support Levels Define the Risk Scenario 52:07 ISRG Support Levels Define the Risk Scenario 59:55 Chainlink Watchlist Risk 1:03:55 STRK Overbought Momentum Tests the Fast Line 1:07:54 YouTube Picks and Market Risk Signals
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Bitcoin exploded again on Thursday, jumping 5.3% to 73,400 and closing right above our 72,204 short term Fibonacci level, filling that fair value gap from the June 1st drop that a viewer flagged weeks ago. I'm not chasing this move since it's up 17% in a week, which is too far too fast, so I'm watching for a pullback toward the 66,000 fast line before adding rather than jumping in front of a speeding train. RSI closed at 91.63, the most overbought since November 2024, but unlike that rally year we're still technically in a bottom year, and spot volume at 2.6 billion tells me this is real demand, not just liquidation-driven futures noise. Ethereum is right there with it, pushing to a new local high near 2,360 with RSI at 94.31, nearly the mirror image of June's oversold reading, and it's testing the 2,376 TVO resistance zone on strong volume. Stablecoin dominance has cratered to an oversold 8.54 RSI, the lowest since November 2023, and Bitcoin dominance is surging, which tells me money is still rotating into large caps like BTC and ETH before it trickles down into the broader altcoin market. On the TradFi side DXY looks headed lower, gold confirmed a close above resistance, and it's honestly strange that S&P futures dropped almost a percent while crypto is ripping like this. On my picks, Solana broke TBO resistance with RSI at its highest since 2025, Trump coin pumped 27% on what looks like a short squeeze, WIF closed above a long standing resistance level for the first time in ages, and HBAR cleared major overhead resistance that's held since 2025. A lot of these charts have moved 15 to 30% in days and are hitting resistance, so I'm treating fresh entries carefully and favoring DCA rather than chasing. Over in the club picks, stocks are still lagging behind crypto's move, with Oracle showing bullish TBL closes and Nvidia holding support, while Netflix already tagged its early take profit target. CHAPTER MARKERS 00:00 Bitcoin Price Structure Awaits Confirmation 05:45 BTC Close Above Daily Cloud Signals Higher Fib Targets 11:46 Ethereum Support, Momentum and Trade Risk 18:21 OTHERS Market Breadth 25:26 S&P Futures and Equity Risk 31:55 LINK and Altcoin Watchlist Risk 41:01 Meme Coin Risk and Sentiment 45:38 UNI Support Levels Define the Risk Scenario 52:07 ISRG Support Levels Define the Risk Scenario 59:55 Chainlink Watchlist Risk 1:03:55 STRK Overbought Momentum Tests the Fast Line 1:07:54 YouTube Picks and Market Risk Signals

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"Bitcoin is oversold. It's been artificially lumped in with software stocks for no good reason." Lyn Alden (Lyn Alden) on why the crash hit Bitcoin harder than it should have: "The washout from the Treasury company mNAVs was painful. The quantum FUD had to be explored. The four-year cycle had to be tested. But I think the majority of the pain is behind us." "Gold went from undervalued to fairly valued fast, the market rightsized it. It's not a bubble, but it's somewhat euphoric right now." "Sentiment on Bitcoin is unfairly negative, to say the least." "Gun to my head, if I had to bet Bitcoin or gold over the next two to three years, I'd bet Bitcoin. I own both. I've always owned both. But if I had to pick, it's Bitcoin." Translation: the crash lumped Bitcoin in with the AI software selloff it has nothing to do with. Gold ran its move and is now near fair value. Bitcoin got sold on sentiment, not fundamentals, which is exactly the setup that reverses when risk appetite returns.
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"Bitcoin is oversold. It's been artificially lumped in with software stocks for no good reason." Lyn Alden (Lyn Alden) on why the crash hit Bitcoin harder than it should have: "The washout from the Treasury company mNAVs was painful. The quantum FUD had to be explored. The four-year cycle had to be tested. But I think the majority of the pain is behind us." "Gold went from undervalued to fairly valued fast, the market rightsized it. It's not a bubble, but it's somewhat euphoric right now." "Sentiment on Bitcoin is unfairly negative, to say the least." "Gun to my head, if I had to bet Bitcoin or gold over the next two to three years, I'd bet Bitcoin. I own both. I've always owned both. But if I had to pick, it's Bitcoin." Translation: the crash lumped Bitcoin in with the AI software selloff it has nothing to do with. Gold ran its move and is now near fair value. Bitcoin got sold on sentiment, not fundamentals, which is exactly the setup that reverses when risk appetite returns.

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Doesn't matter if you think bottom is in or we are 3 months from bottom, crypto is looking awesome! Today's CPI print was the biggest monthly drop since May 2020. The disinflation narrative I've been talking about for weeks is now showing up. So watch how fast the headlines start flipping. ETH/BTC is also breaking out today. This is the chart that kicks off the altcoin market. Bitcoin sitting at the 200-week MA with full momentum reset. Whether the bottom is in now or in October, this window took years to get to. Position and prepare based on your risk tolerance. Intro 00:00 Is the bottom in? 1:35 Inflation falls 3:50 Is BTC looking this bad? 5:35 Altcoin bottom signals 10:45 ETH/BTC breakout 13:25

Dan Gambardello

24,094 Aufrufe • vor 2 Monaten

Gold since April 2025: +60% Bitcoin since April 2025: -30% Gold since its January high: still near all-time highs. Bitcoin since its October high: -48%. 5 consecutive red months for Bitcoin. A 0.55 correlation with the S&P 500 as of March 1st. And people still call it "digital gold." Let me explain why that framing will cost you money: When the Middle East escalated, gold surged above $5,300. Bitcoin dropped. When equities sold off, gold held. Bitcoin sold with them. When uncertainty spiked, gold hit all-time highs. Bitcoin bled. This isn't an accident. It's the nature of WHAT these assets actually are. Gold is an asset that isn't somebody else's liability. It's not correlated with the general level of risk assets. It doesn't shift identities depending on what the market needs it to be that week. Bitcoin does. Sometimes it's digital gold. Sometimes it's correlated to NASDAQ. Sometimes it follows the dollar. Sometimes it follows liquidity. It depends on whatever narrative is convenient at the time. And narrative always follows price. That's the way it works. When Bitcoin was ripping to $126,000 in October, everyone called it a store of value. Now that it's trading at $66,000 with 5 red months, NOBODY talks about the digital gold thesis anymore. Gold doesn't have that problem. Central banks bought 863 tonnes of gold in 2025. Accumulating at the fastest pace in decades. China is buying like crazy for months. Nobody's buying Bitcoin for their sovereign reserves. Nobody's rewriting the gold thesis every quarter. I said this on back in April last year when Bitcoin was reclaiming $90,000 and everyone wanted me to be bullish on crypto: "If NASDAQ takes a header, if risk assets take another leg down, you want to bet Bitcoin goes up or down? I'd vote down." NASDAQ took a header. Risk assets took a leg down. Bitcoin went down. Gold went up. It's not complicated. Gold is insurance against irresponsible policies from central bankers and government officials. It protects you against the falling dollar. It's been doing this for 5,000 years. Bitcoin is a speculative instrument that acts like protection only when everything else is going up too. And in the environment we're heading into (geopolitical risk at generational highs, the dollar under pressure, central banks still buying, the Fed boxed in on rates) you want the real thing. Not the imitation. GOLD SURVIVED EMPIRES BITCOIN SURVIVED TWITTER
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Gold since April 2025: +60% Bitcoin since April 2025: -30% Gold since its January high: still near all-time highs. Bitcoin since its October high: -48%. 5 consecutive red months for Bitcoin. A 0.55 correlation with the S&P 500 as of March 1st. And people still call it "digital gold." Let me explain why that framing will cost you money: When the Middle East escalated, gold surged above $5,300. Bitcoin dropped. When equities sold off, gold held. Bitcoin sold with them. When uncertainty spiked, gold hit all-time highs. Bitcoin bled. This isn't an accident. It's the nature of WHAT these assets actually are. Gold is an asset that isn't somebody else's liability. It's not correlated with the general level of risk assets. It doesn't shift identities depending on what the market needs it to be that week. Bitcoin does. Sometimes it's digital gold. Sometimes it's correlated to NASDAQ. Sometimes it follows the dollar. Sometimes it follows liquidity. It depends on whatever narrative is convenient at the time. And narrative always follows price. That's the way it works. When Bitcoin was ripping to $126,000 in October, everyone called it a store of value. Now that it's trading at $66,000 with 5 red months, NOBODY talks about the digital gold thesis anymore. Gold doesn't have that problem. Central banks bought 863 tonnes of gold in 2025. Accumulating at the fastest pace in decades. China is buying like crazy for months. Nobody's buying Bitcoin for their sovereign reserves. Nobody's rewriting the gold thesis every quarter. I said this on back in April last year when Bitcoin was reclaiming $90,000 and everyone wanted me to be bullish on crypto: "If NASDAQ takes a header, if risk assets take another leg down, you want to bet Bitcoin goes up or down? I'd vote down." NASDAQ took a header. Risk assets took a leg down. Bitcoin went down. Gold went up. It's not complicated. Gold is insurance against irresponsible policies from central bankers and government officials. It protects you against the falling dollar. It's been doing this for 5,000 years. Bitcoin is a speculative instrument that acts like protection only when everything else is going up too. And in the environment we're heading into (geopolitical risk at generational highs, the dollar under pressure, central banks still buying, the Fed boxed in on rates) you want the real thing. Not the imitation. GOLD SURVIVED EMPIRES BITCOIN SURVIVED TWITTER

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POMP BREAKS DOWN WHAT’S REALLY HAPPENING WITH BITCOIN Bitcoin didn’t “break.” It rotated. Here’s the play-by-play: From believers to institutions: $BTC is moving from hardcore retail and early adopters to Wall Street essentially its IPO phase. Volatility has dropped from ~80 to ~40, exactly what large institutions want: predictable, tradable risk. Deflation risk overlooked: AI and tariffs are exerting deflationary pressure, and realtime data (Trueflation) shows <1.5%, far below the 2.7% headline. That’s rate-cut territory, supportive for risk assets like Bitcoin. Less global chaos matters: As uncertainty fades, Bitcoin pauses not because it’s weak, but because ownership is changing hands before the next leg up. This isn’t a dip. It’s a structural rotation preparing the market for the next big move. Bitcoin is quietly transitioning from speculative playground to institutional infrastructure.

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I sat down with Mel Mattison to discuss why he believes bitcoin is quietly building a strong base for its next move higher. We also cover the key macro forces shaping markets, including Fed policy, the Supreme Court’s tariff decision, the sustainability of the AI boom, and rising geopolitical tensions. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 – Intro 1:17 – How Mel views uncertainty in markets today 3:18 – Government shutdown & Supreme Court tariffs impact 6:55 – What could actually cause a bear market 9:20 – Why Mel is bullish on bitcoin’s base at $100K 13:02 - What would make Mel turn bearish on bitcoin 16:39 – Three negative market signals in stocks 21:10 - Has bitcoin’s 4-year cycle changed? 26:22 – White House Asset Management and US industrial policy 29:26 – Any concern around US – Venezuela tensions?

Anthony Pompliano 🌪

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i took a trip to the PlanetScale office last week to chat with Sam Lambert about a couple of under-discussed topics: - AI (heard it's a big deal) - Anxiety - Are software engineers screwed? i have a feeling this MOTS extra will calm a lot of people down 01:07 - Databases and reliability in the AI era 05:20 - Crashing out online 07:00 - AI’s contribution to software slop 09:25 - Custom software 11:03 - Software engineer midwit curve 14:52 - Is AI making engineers dumber? 17:30 - AI is just another abstraction 18:28 - Sam’s advice to engineers feeling anxious 21:40 - Hiring bloat and ZIRP hangover 23:58 - You want more of the right engineers using AI
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i took a trip to the PlanetScale office last week to chat with Sam Lambert about a couple of under-discussed topics: - AI (heard it's a big deal) - Anxiety - Are software engineers screwed? i have a feeling this MOTS extra will calm a lot of people down 01:07 - Databases and reliability in the AI era 05:20 - Crashing out online 07:00 - AI’s contribution to software slop 09:25 - Custom software 11:03 - Software engineer midwit curve 14:52 - Is AI making engineers dumber? 17:30 - AI is just another abstraction 18:28 - Sam’s advice to engineers feeling anxious 21:40 - Hiring bloat and ZIRP hangover 23:58 - You want more of the right engineers using AI

atlas

27,964 Aufrufe • vor 7 Monaten

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42:30

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Bitcoin just hit $ 61K. My altcoin portfolio barely moved. That's not normal. In a typical Bitcoin drawdown, altcoins fall twice as hard. This time the opposite is happening and it might be the most important shift in this market. In this video I break down what's actually going on: – Bitcoin sits on the 200-week moving average at $ 61K. The same level that marked the bottom in 2013, 2015, 2018 and 2020. The daily RSI is near 19, the lowest since COVID, the Aug 2023 crash and the Feb 2026 crash. Every prior time, price was higher within months. – The trigger was Strategy's first Bitcoin sale in over three years, 32 BTC to fund its STRC dividend. Economically tiny. Symbolically heavy. The market reacted to the narrative break, not the size. – But here's what matters: Bitcoin dominance is falling. Altcoins are holding, some are up triple digits while BTC bleeds. The correlation is breaking. – I added my final $4,000 into EigenLayer during the correction. Fully allocated, buying into strength, not weakness. We might not be in a Bitcoin bull market. We might already be in an altcoin one. Full breakdown 👇

Michaël van de Poppe

36,890 Aufrufe • vor 3 Monaten

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Anthony Pompliano 🌪

170,737 Aufrufe • vor 10 Monaten

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🔥HOW I AM GOING TO GET FILTHY RICH WITH METAPLANET🔥 Metaplanet is trading like Wall Street found a Bitcoin vault, looked inside, saw 40,000+ BTC, checked the EV mNAV, saw it under 1x, and said... “Interesting, but have you considered buying a software company at 900 times earnings?” In this video, I break down why I think Metaplanet could be one of the most mispriced Bitcoin treasury plays on Earth. We’re talking: Bitcoin exposure at a discount Metaplanet’s BTC accumulation strategy Why the prefs could be massively misunderstood CEBE analysis on what common shareholders actually own $200k and $275k Bitcoin scenarios The 100,000 BTC and 210,000 BTC goal cases ..and why this thing could become a financial flamethrower if Bitcoin returns to trend. The market sees a weird Japanese Bitcoin stock. I see a potential balance sheet weapon before consensus arrives. If Metaplanet pulls this off, the people ignoring it now are going to be sitting in index funds eating room-temperature deli meat while the Bitcoin treasury companies turn into sovereign wealth funds with stock tickers. This is the thesis. This is the math. This is how I am trying to get filthy rich with Metaplanet:

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“How many assets can get brought on-chain? We think it could be tens of trillions.” Citizens's Devin Ryan calls Securitize's post-earnings selloff an overreaction and stands by his $15 target. Pantera Capital's Cosmo Jiang reveals why Bitcoin was left out of the S&P Pantera Digital Asset Index. And, Robinhood CFO Shiv Verma on opening early-stage investing to retail investors. Watch Public Keys from the NYSE 🏛 with Jenn Sanasie: Chapters/Timecodes: 00:00 Welcome to Public Keys 00:29 Securitize Stumbles in First Public Earnings Report 00:50 Citizens' Devin Ryan Joins Public Keys 02:07 From Speculation to Real Blockchain Usage 03:52 Securitize's 26% Selloff and a $15 Price Target 05:29 The Bull and Bear Case for SECZ 06:47 Will the SEC and CFTC Fill the Regulatory Gap? 09:58 What to Watch: BlackRock and Tokenized AUM 12:18 Bitcoin ETFs Post $390M in Weekly Outflows 12:46 13F Filings: Harvard Holds, JPMorgan and Tudor Add 13:06 Ethereum ETFs Snap Five-Week Inflow Streak 13:42 Pantera's Cosmo Jiang on the Market Outlook 16:59 Bitcoin's 42% Discount vs. AI Stocks' Premium 18:26 Blockchain and the Agentic Economy 20:17 Why Solana Leads on AI Agent Activity 21:15 Inside the S&P Pantera Digital Asset Index 25:07 Robinhood Ventures Fund II Debuts on NYSE 26:03 The Risk and Reward of Early-Stage Investing 28:32 How Daily Liquidity for Private Assets Works 30:38 Robinhood Chain, Tokenization and Yield 32:48 Crypto Fear & Greed Index at 31
33:11

“How many assets can get brought on-chain? We think it could be tens of trillions.” Citizens's Devin Ryan calls Securitize's post-earnings selloff an overreaction and stands by his $15 target. Pantera Capital's Cosmo Jiang reveals why Bitcoin was left out of the S&P Pantera Digital Asset Index. And, Robinhood CFO Shiv Verma on opening early-stage investing to retail investors. Watch Public Keys from the NYSE 🏛 with Jenn Sanasie: Chapters/Timecodes: 00:00 Welcome to Public Keys 00:29 Securitize Stumbles in First Public Earnings Report 00:50 Citizens' Devin Ryan Joins Public Keys 02:07 From Speculation to Real Blockchain Usage 03:52 Securitize's 26% Selloff and a $15 Price Target 05:29 The Bull and Bear Case for SECZ 06:47 Will the SEC and CFTC Fill the Regulatory Gap? 09:58 What to Watch: BlackRock and Tokenized AUM 12:18 Bitcoin ETFs Post $390M in Weekly Outflows 12:46 13F Filings: Harvard Holds, JPMorgan and Tudor Add 13:06 Ethereum ETFs Snap Five-Week Inflow Streak 13:42 Pantera's Cosmo Jiang on the Market Outlook 16:59 Bitcoin's 42% Discount vs. AI Stocks' Premium 18:26 Blockchain and the Agentic Economy 20:17 Why Solana Leads on AI Agent Activity 21:15 Inside the S&P Pantera Digital Asset Index 25:07 Robinhood Ventures Fund II Debuts on NYSE 26:03 The Risk and Reward of Early-Stage Investing 28:32 How Daily Liquidity for Private Assets Works 30:38 Robinhood Chain, Tokenization and Yield 32:48 Crypto Fear & Greed Index at 31

CoinDesk

97,716 Aufrufe • vor 1 Monat

I sat down with Lyn Alden for over an hour. She told me the 4-year cycle is dead. That gold is euphoric. And that Bitcoin, down 50%, is where she'd put her money right now. "Gun to my head, Bitcoin over gold for the next 2-3 years." This might be the most important conversation I've had on New Era Finance Podcast. TIMESTAMPS: 0:00 Introduction 0:46 Why there hasn't been enough Bitcoin demand this cycle 5:03 The 4-year cycle is dead 7:22 Are we near the bottom? 8:50 The future of treasury companies 15:03 Why Bitcoin underperformed this year 17:24 Bitcoin is trading like a software stock 21:07 Can anything replace Bitcoin? 26:13 Bitcoin mining and stranded energy 30:35 Will quantum computing destroy Bitcoin? 37:06 How to think about AI as an investor 45:00 We're entering a multipolar world 53:00 Bitcoin vs Gold — gun to my head 58:56 The #1 thing every investor should study 1:06:34 Diversification with conviction
1:11:53

I sat down with Lyn Alden for over an hour. She told me the 4-year cycle is dead. That gold is euphoric. And that Bitcoin, down 50%, is where she'd put her money right now. "Gun to my head, Bitcoin over gold for the next 2-3 years." This might be the most important conversation I've had on New Era Finance Podcast. TIMESTAMPS: 0:00 Introduction 0:46 Why there hasn't been enough Bitcoin demand this cycle 5:03 The 4-year cycle is dead 7:22 Are we near the bottom? 8:50 The future of treasury companies 15:03 Why Bitcoin underperformed this year 17:24 Bitcoin is trading like a software stock 21:07 Can anything replace Bitcoin? 26:13 Bitcoin mining and stranded energy 30:35 Will quantum computing destroy Bitcoin? 37:06 How to think about AI as an investor 45:00 We're entering a multipolar world 53:00 Bitcoin vs Gold — gun to my head 58:56 The #1 thing every investor should study 1:06:34 Diversification with conviction

Michaël van de Poppe

385,059 Aufrufe • vor 6 Monaten