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JAN3 CEO Samson Mow pointed out that Bitcoin never closes, hence last weekend's bloodbath post-market close. Fast forward seven days and price action has left #Bitcoin bears in disbelief after last week's Yen Carry Trade Unwind. Anti-fragile.

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11,642 görüntüleme • 2 yıl önce •via X (Twitter)

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VISION and CONVICTION #Bitcoin breaks $71,000! For what feels like the last 40 years (crypto years ofcourse) I have stood my ground and very publicly shared my vision and conviction in bitcoin. Today bitcoin closes its first ever candle above US$70,000 (AUD$105,000) and again reaches another new all time high (ATH) This monumental feat has happened only 2 months after the spot ETF was approved by the US government and 2 months before the impending halving! Traditionally bitcoin price action post halving is parabolic, which is what we are already seeing in the market now. Only my imagination can guess where price discovery will take us this year but there's one thing I am certain of, with utter conviction - it's going to be one hell of a bullrun! For those who have been building in the bear market, hold on tight folks and keep building! Businesses will flourish and boom in these conditions. Be smart. Spend wisely and be sure to market your product while the sentiment is high and save some capital for the next bear cycle. We're in for the ride of our lives and this time IS different. #bitcoin #btc #ath #vision #conviction

VISION and CONVICTION #Bitcoin breaks $71,000! For what feels like the last 40 years (crypto years ofcourse) I have stood my ground and very publicly shared my vision and conviction in bitcoin. Today bitcoin closes its first ever candle above US$70,000 (AUD$105,000) and again reaches another new all time high (ATH) This monumental feat has happened only 2 months after the spot ETF was approved by the US government and 2 months before the impending halving! Traditionally bitcoin price action post halving is parabolic, which is what we are already seeing in the market now. Only my imagination can guess where price discovery will take us this year but there's one thing I am certain of, with utter conviction - it's going to be one hell of a bullrun! For those who have been building in the bear market, hold on tight folks and keep building! Businesses will flourish and boom in these conditions. Be smart. Spend wisely and be sure to market your product while the sentiment is high and save some capital for the next bear cycle. We're in for the ride of our lives and this time IS different. #bitcoin #btc #ath #vision #conviction

David Haslop

20,002 görüntüleme • 2 yıl önce

Mark my words. Bitcoin will close the FVG at $67K. Then the real move begins. Here is how Bitcoin plays out from here: - Rally to $67K - 10–14 days of distribution - Dump below $58K - Flush to $47K - Final bottom test in the $37K–$45K zone Most people think the bear market is over. The final capitulation phase has not even started. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

Mark my words. Bitcoin will close the FVG at $67K. Then the real move begins. Here is how Bitcoin plays out from here: - Rally to $67K - 10–14 days of distribution - Dump below $58K - Flush to $47K - Final bottom test in the $37K–$45K zone Most people think the bear market is over. The final capitulation phase has not even started. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

Alex Mason 👁△

260,893 görüntüleme • 1 ay önce

🚨 BITCOIN FOLLOWS THIS PATTERN FOR 12 YEARS Everyone says the cycle is dead. But the chart says the opposite. Bitcoin has followed the same timing pattern for more than a DECADE../ Cycle top → 1430 days. Cycle bottom → 1460 days. This happened in 2013. This happened in 2017. This happened in 2021. This happened in 2025. Now Bitcoin is following the same structure one more time. The last major top came almost exactly on schedule, around 1431 days after the previous cycle top. That is not random. That is the cycle repeating. Now the next major low is projected around 1460 days from the last cycle bottom. That means the final dump is not chaos. It is part of the same pattern Bitcoin has followed for years. People will call it panic. People will call it the end. But historically, this is where Bitcoin creates the next bottom. Same timing. Same structure. Same cycle. Final bottom: 2026. Then the next expansion starts. I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.

🚨 BITCOIN FOLLOWS THIS PATTERN FOR 12 YEARS Everyone says the cycle is dead. But the chart says the opposite. Bitcoin has followed the same timing pattern for more than a DECADE../ Cycle top → 1430 days. Cycle bottom → 1460 days. This happened in 2013. This happened in 2017. This happened in 2021. This happened in 2025. Now Bitcoin is following the same structure one more time. The last major top came almost exactly on schedule, around 1431 days after the previous cycle top. That is not random. That is the cycle repeating. Now the next major low is projected around 1460 days from the last cycle bottom. That means the final dump is not chaos. It is part of the same pattern Bitcoin has followed for years. People will call it panic. People will call it the end. But historically, this is where Bitcoin creates the next bottom. Same timing. Same structure. Same cycle. Final bottom: 2026. Then the next expansion starts. I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH. Follow and turn notifications on. I’ll post the warning BEFORE it hits the headlines.

Wimar.X

28,699 görüntüleme • 2 ay önce

Everything is going according to plan. $BTC is now 252 days into a 400 day Bear Market. In 13 years, this cycle has never broken its structure: Bear Market → 364-400 days Bull Market → 1064 days The pattern played out three times without a single deviation. We are 252 days in right now. 252 → 400 → October 2026 Next stop: - Bear market bottom in October 2026 - New Bull Market after Many will say this time is different. - ETFs. - BlackRock. - Institutions. They said the same thing every cycle. The structure never changed. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

Everything is going according to plan. $BTC is now 252 days into a 400 day Bear Market. In 13 years, this cycle has never broken its structure: Bear Market → 364-400 days Bull Market → 1064 days The pattern played out three times without a single deviation. We are 252 days in right now. 252 → 400 → October 2026 Next stop: - Bear market bottom in October 2026 - New Bull Market after Many will say this time is different. - ETFs. - BlackRock. - Institutions. They said the same thing every cycle. The structure never changed. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

DANNY

35,349 görüntüleme • 1 ay önce

🚨 WARNING: SOMETHING EXTREMELY BAD IS COMING!! I’ve been through multiple full market cycles. But I have NEVER seen this much liquidation risk sitting under the market. More than $12 billion in longs are stacked below the current price. If Bitcoin drops to $40,000, EVERYTHING gets wiped out. And once the liquidations start, the selling can accelerate fast. → Longs get liquidated. → Price dumps harder. → More longs get liquidated. That is how a REAL cascade begins. The same influencers who said, “The Bitcoin market cycle bottom is already in,” will get completely rekt. But here is what nobody wants to hear: That could be the exact moment to buy. Not now. Not after another fake bounce. Exactly when the market feels the most painful, brutal, and completely hopeless. Look at every previous Bitcoin cycle: 2018 → Bottom 2022 → Bottom 2026 → The same setup is forming again Once that liquidity gets wiped out, the market cycle bottom will no longer be a question. This is how REAL bottoms are formed. Follow and turn notifications on. I’ll post the exact moment I start loading spot.

🚨 WARNING: SOMETHING EXTREMELY BAD IS COMING!! I’ve been through multiple full market cycles. But I have NEVER seen this much liquidation risk sitting under the market. More than $12 billion in longs are stacked below the current price. If Bitcoin drops to $40,000, EVERYTHING gets wiped out. And once the liquidations start, the selling can accelerate fast. → Longs get liquidated. → Price dumps harder. → More longs get liquidated. That is how a REAL cascade begins. The same influencers who said, “The Bitcoin market cycle bottom is already in,” will get completely rekt. But here is what nobody wants to hear: That could be the exact moment to buy. Not now. Not after another fake bounce. Exactly when the market feels the most painful, brutal, and completely hopeless. Look at every previous Bitcoin cycle: 2018 → Bottom 2022 → Bottom 2026 → The same setup is forming again Once that liquidity gets wiped out, the market cycle bottom will no longer be a question. This is how REAL bottoms are formed. Follow and turn notifications on. I’ll post the exact moment I start loading spot.

Wimar.X

171,771 görüntüleme • 26 gün önce

Watching Strategy accumulate Bitcoin in real time is insane... 4.6 BTC per minute so far today. A few days ago we surpassed 20,000,000 Bitcoin meaning there are less than 999,956 BTC left. People haven't done the math. Michael Saylor has figured out the product that 1% of a $300 trillion bond market is going to want. Satoshi Nakamoto figured out how to make peer to peer electronic cash. Michael Michael Saylor has finally figured out how to dig a channel in the ground from the massive ocean of endless fiat money so that gravity can do the work for water to flow into the kiddie pool that is Bitcoin. STRC is still only $3.8 billion and 1% of $300 trillion is $3 trillion... This Bitcoin price is not sustainable. STRC accumulated now well over 1,100 BTC today. There are less than a million Bitcoin to be issued and a handful of million that can be sold. What happens after 1,000 trading days? Bitcoin is infinity divisible so we won't run out or lose volume, but price must go up. What happens when a major world government simply "copy+paste" this for it's own sovereign debt+currency? The playbook is literally right here in real time. The demand is insatiable because you can print currency forever. "The first country that prints it's own currency for Bitcoin wins." - Michael Saylor

Watching Strategy accumulate Bitcoin in real time is insane... 4.6 BTC per minute so far today. A few days ago we surpassed 20,000,000 Bitcoin meaning there are less than 999,956 BTC left. People haven't done the math. Michael Saylor has figured out the product that 1% of a $300 trillion bond market is going to want. Satoshi Nakamoto figured out how to make peer to peer electronic cash. Michael Michael Saylor has finally figured out how to dig a channel in the ground from the massive ocean of endless fiat money so that gravity can do the work for water to flow into the kiddie pool that is Bitcoin. STRC is still only $3.8 billion and 1% of $300 trillion is $3 trillion... This Bitcoin price is not sustainable. STRC accumulated now well over 1,100 BTC today. There are less than a million Bitcoin to be issued and a handful of million that can be sold. What happens after 1,000 trading days? Bitcoin is infinity divisible so we won't run out or lose volume, but price must go up. What happens when a major world government simply "copy+paste" this for it's own sovereign debt+currency? The playbook is literally right here in real time. The demand is insatiable because you can print currency forever. "The first country that prints it's own currency for Bitcoin wins." - Michael Saylor

Luke Broyles

144,156 görüntüleme • 4 ay önce

Nothing in Bitcoin works without decentralization. If Bitcoin continues to grow towards centralization, its value as a MoV/SoV decreases. Nodes are the last firewall left. The Implimantation is perdominatly centralizied. The Mining has continued to grow more centralized. The biggest attack are the nodes. This is why I am so passionate about calling out Spammers. They destroy decentralization. There is still a window that Bitcoin can be saved But it requires action. Run Knotes. Set up a home miner. Use DATUM. And you God sake, sell your shitty $MARA stock.

Nothing in Bitcoin works without decentralization. If Bitcoin continues to grow towards centralization, its value as a MoV/SoV decreases. Nodes are the last firewall left. The Implimantation is perdominatly centralizied. The Mining has continued to grow more centralized. The biggest attack are the nodes. This is why I am so passionate about calling out Spammers. They destroy decentralization. There is still a window that Bitcoin can be saved But it requires action. Run Knotes. Set up a home miner. Use DATUM. And you God sake, sell your shitty $MARA stock.

Lysander

34,896 görüntüleme • 1 yıl önce

🚨 BITCOIN JUST CONFIRMED THE NEXT DUMP BELOW $60K After losing $64K support, we're following the break pattern perfectly and Bitcoin will dump to $52,000 in 40 days. $64K → $58K → $52K → $48K If you think the bear market is over I have some bad news for you. The crowd thinks the same. When it happens chart goes EXACTLY in opposite direction. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

🚨 BITCOIN JUST CONFIRMED THE NEXT DUMP BELOW $60K After losing $64K support, we're following the break pattern perfectly and Bitcoin will dump to $52,000 in 40 days. $64K → $58K → $52K → $48K If you think the bear market is over I have some bad news for you. The crowd thinks the same. When it happens chart goes EXACTLY in opposite direction. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

Alex Mason 👁△

115,458 görüntüleme • 16 gün önce

🚨 SOMETHING EXTREMELY BAD IS COMING THIS MONDAY!! Bitcoin dump is just getting started. And $BTC now follows the path to the market cycle bottom. My target for the bottom: $50,000. Let me explain: The Bitcoin CME Death Cross is playing out exactly as 2022. In 2022, after the Death Cross, BTC dumped from $30K to $17K. That was a -42% move. Now in 2026, the same structure is appearing again. BTC already dumped from $83K to $60K. That is only -26% so far. Halfway through the same pattern. The market is following the same chart. Same cross. Same direction. And if this pattern completes like 2022, the next major level is still below. That is exactly why my target is $50,000. This is not random price action. This is the same Death Cross setup that destroyed the market in 2022. Most people think the bottom is close. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

🚨 SOMETHING EXTREMELY BAD IS COMING THIS MONDAY!! Bitcoin dump is just getting started. And $BTC now follows the path to the market cycle bottom. My target for the bottom: $50,000. Let me explain: The Bitcoin CME Death Cross is playing out exactly as 2022. In 2022, after the Death Cross, BTC dumped from $30K to $17K. That was a -42% move. Now in 2026, the same structure is appearing again. BTC already dumped from $83K to $60K. That is only -26% so far. Halfway through the same pattern. The market is following the same chart. Same cross. Same direction. And if this pattern completes like 2022, the next major level is still below. That is exactly why my target is $50,000. This is not random price action. This is the same Death Cross setup that destroyed the market in 2022. Most people think the bottom is close. Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000. The next call will be even more important. When I exit the markets completely, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

DANNY

43,617 görüntüleme • 1 ay önce

Former BlackRock fund manager Ed Dowd on the Bitcoin drop: "Bitcoin has always been a global liquidity canary in the coal mine" "what [this] says to me is that Bitcoin is being sold to fund and chase... momentum stocks, particularly NASDAQ and semiconductors" "[this] means the liquidity situation isn't as good as everyone thinks, because if this was truly a liquidity driven market rise, Bitcoin would be participating right now" This clip of Dowd (Edward Dowd), a former BlackRock fund manager and co-founder of Phinance Technologies, is taken from an interview with Daniela Cambone-Taub (Daniela Cambone-Taub) posted to the ITM TRADING, INC. YouTube channel on June 5, 2026. ---------------Partial transcription of clip---------------- "So Bitcoin peaked in October of last year and in this most recent move, in three weeks it's gone from 81,000 to 67,000. That's a 17% decline in three weeks. And technically it looks like it wants to go find a new low. "At the moment it may rally from here, but, the NASDAQ and Bitcoin have a strong correlation, historically 95%. "Bitcoin is a risk-on trade. So recently that's decoupled a little bit, which implies one of two things. Bitcoin needs to rally back up to make the correlation hold or the NASDAQ has to move down a lot for the correlation to hold. "So given Bitcoin's decline, it makes me concerned that global— and Bitcoin has always been a global liquidity canary in the coal mine. So what it says to me is that Bitcoin is being sold to fund and chase, you know, momentum stocks, particularly NASDAQ and semiconductors, which means the liquidity situation isn't as good as everyone thinks. "Because if this was truly a liquidity driven market rise, Bitcoin would be participating right now. "[And Michael] Saylor's stock has been a disaster for the last year and a half. He's selling some Bitcoin to pay some dividends. There is a thesis that he gets a margin call. I don't know whether that's true or not, but at these levels, it's margin call. "People have said in $74,000 bitcoins, margin call territory, we're now at $67,000. We'll see if that continues to unwind the Bitcoin space. But it just doesn't bode well for global liquidity that Bitcoin is struggling, in my humble opinion."

Former BlackRock fund manager Ed Dowd on the Bitcoin drop: "Bitcoin has always been a global liquidity canary in the coal mine" "what [this] says to me is that Bitcoin is being sold to fund and chase... momentum stocks, particularly NASDAQ and semiconductors" "[this] means the liquidity situation isn't as good as everyone thinks, because if this was truly a liquidity driven market rise, Bitcoin would be participating right now" This clip of Dowd (Edward Dowd), a former BlackRock fund manager and co-founder of Phinance Technologies, is taken from an interview with Daniela Cambone-Taub (Daniela Cambone-Taub) posted to the ITM TRADING, INC. YouTube channel on June 5, 2026. ---------------Partial transcription of clip---------------- "So Bitcoin peaked in October of last year and in this most recent move, in three weeks it's gone from 81,000 to 67,000. That's a 17% decline in three weeks. And technically it looks like it wants to go find a new low. "At the moment it may rally from here, but, the NASDAQ and Bitcoin have a strong correlation, historically 95%. "Bitcoin is a risk-on trade. So recently that's decoupled a little bit, which implies one of two things. Bitcoin needs to rally back up to make the correlation hold or the NASDAQ has to move down a lot for the correlation to hold. "So given Bitcoin's decline, it makes me concerned that global— and Bitcoin has always been a global liquidity canary in the coal mine. So what it says to me is that Bitcoin is being sold to fund and chase, you know, momentum stocks, particularly NASDAQ and semiconductors, which means the liquidity situation isn't as good as everyone thinks. "Because if this was truly a liquidity driven market rise, Bitcoin would be participating right now. "[And Michael] Saylor's stock has been a disaster for the last year and a half. He's selling some Bitcoin to pay some dividends. There is a thesis that he gets a margin call. I don't know whether that's true or not, but at these levels, it's margin call. "People have said in $74,000 bitcoins, margin call territory, we're now at $67,000. We'll see if that continues to unwind the Bitcoin space. But it just doesn't bode well for global liquidity that Bitcoin is struggling, in my humble opinion."

Sense Receptor

39,191 görüntüleme • 1 ay önce

🚨 THIS STRUCTURE HAS NEVER FAILED Every Bitcoin cycle followed the exact same script. 2018 → ATH: $19K → Bottom printed 2022 → ATH: $69K → Bottom printed 2026 → ATH: $126K → The final bottom is forming right now Most people won't buy until the bottom is already confirmed. They always do. By the time that happens, the best entry is already gone. Everyone will say: "Bitcoin is dead." "This time it's not coming back." "This was the last cycle." If you were in this market during the last bottom, you've heard this before. Maybe you even thought it yourself. This is how every major Bitcoin bottom has formed. If the pattern holds, the next cycle target sits around $190K by 2031. Follow and turn notifications on. I'll post the exact moment I start loading the spot.

🚨 THIS STRUCTURE HAS NEVER FAILED Every Bitcoin cycle followed the exact same script. 2018 → ATH: $19K → Bottom printed 2022 → ATH: $69K → Bottom printed 2026 → ATH: $126K → The final bottom is forming right now Most people won't buy until the bottom is already confirmed. They always do. By the time that happens, the best entry is already gone. Everyone will say: "Bitcoin is dead." "This time it's not coming back." "This was the last cycle." If you were in this market during the last bottom, you've heard this before. Maybe you even thought it yourself. This is how every major Bitcoin bottom has formed. If the pattern holds, the next cycle target sits around $190K by 2031. Follow and turn notifications on. I'll post the exact moment I start loading the spot.

Qmo

59,898 görüntüleme • 15 gün önce

BITCOIN RAILS #55: WHAT HAPPENED TO BITCOIN TREASURY COMPANIES? | with David Bailey🇵🇷 $2.0mm/btc is the floor & Brandon 🔗 YOUTUBE: 🌿 SPOTIFY: This most recent bull market was inarguably defined by one dominant narrative: the rise of Bitcoin treasury companies and their dramatic retracement as crypto "DATs" flooded markets. David Bailey🇵🇷 $2.0mm/btc is the floor — former CEO of Bitcoin Inc. (Bitcoin Magazine bitcoin conference) — raised $760M for treasury company Nakamoto, which catapulted to a peak valuation of 33X MNAV before sliding down below MNAV after a seeming burst in treasury mania last year. David joins me and the newly appointed CEO of Bitcoin Inc. Brandon, to share the history of one of the most influential companies in Bitcoin history (Bitcoin Inc.), how their treasury play changed everything, and what we can expect from Bitcoin treasury companies moving through 2026 and beyond. In this episode, the three of us discuss: - The history of Bitcoin Inc., and the rise of Bitcoin Magazine and Bitcoin Conference empire. - The role of UTXO Management (VC and trading fund) in the team's strategy over time - How the fund’s entry into Metaplanet Inc. and their subsequent seeding of nearly a dozen Bitcoin Treasury companies since - The rise of Nakamoto and its subsequent 99% slide in price from ATHs - How David sees the Treasury thesis playing out from here… and projected winners and losers when/if these companies rebound. This episode of Bitcoin Rails is powered by: - Best In Slot (Best in Slot | BRC2.0 🧑‍🍳) — the leading API for Ordinals and BRC20 data aggregation and indexing. - Spark (Lightspark) — a statechains implementation advancing Bitcoin-powered payments. - Citrea (Citrea | Mainnet Live 🍊🍋) — a leading Bitcoin rollup technology and BitVM alliance contributor. TIMESTAMPS 00:00 Intro 01:45 Hit Pieces and Psyop Jokes 05:53 David Bailey Origin Story 12:24 Buying Bitcoin Magazine 15:18 Early Spam “Wars” 19:55 BM Experimentation Phase 26:33 Defining What “Bitcoin Only” Means 32:39 What Being a Bitcoin Maxi Means 34:47 Bitcoin L2 Over Altchains 37:00 Why Securities Matter 41:23 Going Bitcoin Only 46:47 Bitcoin Conference Explosion 54:10 UTXO Bets And Treasury Wave 01:12:10 Seeding Treasury Startups 01:15:44 Taking Nakamoto Public 01:32:51 Treasury Thesis Future Products

BITCOIN RAILS #55: WHAT HAPPENED TO BITCOIN TREASURY COMPANIES? | with David Bailey🇵🇷 $2.0mm/btc is the floor & Brandon 🔗 YOUTUBE: 🌿 SPOTIFY: This most recent bull market was inarguably defined by one dominant narrative: the rise of Bitcoin treasury companies and their dramatic retracement as crypto "DATs" flooded markets. David Bailey🇵🇷 $2.0mm/btc is the floor — former CEO of Bitcoin Inc. (Bitcoin Magazine bitcoin conference) — raised $760M for treasury company Nakamoto, which catapulted to a peak valuation of 33X MNAV before sliding down below MNAV after a seeming burst in treasury mania last year. David joins me and the newly appointed CEO of Bitcoin Inc. Brandon, to share the history of one of the most influential companies in Bitcoin history (Bitcoin Inc.), how their treasury play changed everything, and what we can expect from Bitcoin treasury companies moving through 2026 and beyond. In this episode, the three of us discuss: - The history of Bitcoin Inc., and the rise of Bitcoin Magazine and Bitcoin Conference empire. - The role of UTXO Management (VC and trading fund) in the team's strategy over time - How the fund’s entry into Metaplanet Inc. and their subsequent seeding of nearly a dozen Bitcoin Treasury companies since - The rise of Nakamoto and its subsequent 99% slide in price from ATHs - How David sees the Treasury thesis playing out from here… and projected winners and losers when/if these companies rebound. This episode of Bitcoin Rails is powered by: - Best In Slot (Best in Slot | BRC2.0 🧑‍🍳) — the leading API for Ordinals and BRC20 data aggregation and indexing. - Spark (Lightspark) — a statechains implementation advancing Bitcoin-powered payments. - Citrea (Citrea | Mainnet Live 🍊🍋) — a leading Bitcoin rollup technology and BitVM alliance contributor. TIMESTAMPS 00:00 Intro 01:45 Hit Pieces and Psyop Jokes 05:53 David Bailey Origin Story 12:24 Buying Bitcoin Magazine 15:18 Early Spam “Wars” 19:55 BM Experimentation Phase 26:33 Defining What “Bitcoin Only” Means 32:39 What Being a Bitcoin Maxi Means 34:47 Bitcoin L2 Over Altchains 37:00 Why Securities Matter 41:23 Going Bitcoin Only 46:47 Bitcoin Conference Explosion 54:10 UTXO Bets And Treasury Wave 01:12:10 Seeding Treasury Startups 01:15:44 Taking Nakamoto Public 01:32:51 Treasury Thesis Future Products

Isabel Foxen Duke⚡️

35,495 görüntüleme • 4 ay önce

🚨 THIS IS NOT NORMAL I've watched multiple full market cycles, but I've NEVER seen this kinda setup More than $10 billion in longs sitting below the market. If Bitcoin drops to $40,000, EVERYTHING gets wiped out. And once those liquidations begin, the selling can feed itself. → Longs get liquidated. → Price dumps harder. → More longs get liquidated. That is how a real cascade starts. The same influencers who said, “The Bitcoin market cycle bottom is already in,” will get completely rekt. But here is the part nobody wants to hear: That will be the exact moment to buy. Not now. Not after another fake bounce. Exactly when the market feels the most painful, brutal and completely hopeless. Look at every previous Bitcoin cycle: 2018 → Bottom 2022 → Bottom 2026 → The same setup is forming again Once that liquidity gets wiped out, the market cycle bottom will no longer be a question. This is how real bottoms form. Follow and turn notifications on. I’ll post the exact moment I start loading spot.

🚨 THIS IS NOT NORMAL I've watched multiple full market cycles, but I've NEVER seen this kinda setup More than $10 billion in longs sitting below the market. If Bitcoin drops to $40,000, EVERYTHING gets wiped out. And once those liquidations begin, the selling can feed itself. → Longs get liquidated. → Price dumps harder. → More longs get liquidated. That is how a real cascade starts. The same influencers who said, “The Bitcoin market cycle bottom is already in,” will get completely rekt. But here is the part nobody wants to hear: That will be the exact moment to buy. Not now. Not after another fake bounce. Exactly when the market feels the most painful, brutal and completely hopeless. Look at every previous Bitcoin cycle: 2018 → Bottom 2022 → Bottom 2026 → The same setup is forming again Once that liquidity gets wiped out, the market cycle bottom will no longer be a question. This is how real bottoms form. Follow and turn notifications on. I’ll post the exact moment I start loading spot.

Wimar.X

748,566 görüntüleme • 29 gün önce

🚨 THIS IS NOT NORMAL I’ve watched multiple full market cycles, but I’ve NEVER seen this kind of setup. More than $10 billion in longs are sitting below the market. If Bitcoin drops to $40,000, EVERYTHING gets wiped out. And once those liquidations begin, the selling can feed on itself. → Longs get liquidated → Price dumps harder → More longs get liquidated That is how a real cascade starts. The same influencers who said, “The Bitcoin market cycle bottom is already in,” will get completely rekt. But here is the part nobody wants to hear: That could be the exact moment to buy. Not now. Not after another fake bounce. Exactly when the market feels the most painful, brutal, and completely hopeless. Look at every previous Bitcoin cycle: 2018 → Bottom 2022 → Bottom 2026 → The same setup is forming again Once that liquidity gets wiped out, the market cycle bottom will no longer be a question. This is how real bottoms are formed. Follow and turn notifications on. I’ll post the exact moment I start loading spot.

🚨 THIS IS NOT NORMAL I’ve watched multiple full market cycles, but I’ve NEVER seen this kind of setup. More than $10 billion in longs are sitting below the market. If Bitcoin drops to $40,000, EVERYTHING gets wiped out. And once those liquidations begin, the selling can feed on itself. → Longs get liquidated → Price dumps harder → More longs get liquidated That is how a real cascade starts. The same influencers who said, “The Bitcoin market cycle bottom is already in,” will get completely rekt. But here is the part nobody wants to hear: That could be the exact moment to buy. Not now. Not after another fake bounce. Exactly when the market feels the most painful, brutal, and completely hopeless. Look at every previous Bitcoin cycle: 2018 → Bottom 2022 → Bottom 2026 → The same setup is forming again Once that liquidity gets wiped out, the market cycle bottom will no longer be a question. This is how real bottoms are formed. Follow and turn notifications on. I’ll post the exact moment I start loading spot.

Wimar.X

71,623 görüntüleme • 23 gün önce

🚨 THIS IS NOT NORMAL Over the last 30 minutes: Silver: -9.24% Gold: -4.03% Bitcoin: -2.36% Platinum: -4.96% Palladium: -4.78% Over $3 TRILLION has been wiped out from the market. We're now entering dangerous territory. Something that has NEVER happened in the history of finance. This is what the beginning of a FORCED LIQUIDATION CYCLE looks like. Liquidity is drying up. Margin calls are hitting. Insiders are selling EVERYTHING to raise cash. I’ve spent more than 10 years in financial markets and called every major market top and bottom. When I make my next move, I’ll post it here publicly. Turn notifications on. And if you're not following yet, you'll eventually understand why that was a wrong decision.

🚨 THIS IS NOT NORMAL Over the last 30 minutes: Silver: -9.24% Gold: -4.03% Bitcoin: -2.36% Platinum: -4.96% Palladium: -4.78% Over $3 TRILLION has been wiped out from the market. We're now entering dangerous territory. Something that has NEVER happened in the history of finance. This is what the beginning of a FORCED LIQUIDATION CYCLE looks like. Liquidity is drying up. Margin calls are hitting. Insiders are selling EVERYTHING to raise cash. I’ve spent more than 10 years in financial markets and called every major market top and bottom. When I make my next move, I’ll post it here publicly. Turn notifications on. And if you're not following yet, you'll eventually understand why that was a wrong decision.

0xNobler

103,497 görüntüleme • 1 ay önce

$🚨 HERE'S WHY BITCOIN IS DUMPING RIGHT NOW Bitcoin no longer trades like a supply-and-demand asset. What you're seeing right now is NOT normal. It's not "weak hands." It's not sentiment. And it's definitely not retail selling. If you hold crypto today, you MUST read this: This decline didn't start just now. It's been building quietly beneath the surface for years. And now it's accelerating. Here's the reality: The moment supply can be synthetically created, scarcity disappears. And when scarcity disappears, price stops being discovered on-chain and starts being dictated by derivatives. That is exactly what happened to Gold and Silver. And now it's happening to Bitcoin. The original Bitcoin thesis is broken. Bitcoin's valuation was built on two foundations: → A hard cap of 21 million coins → No rehypothecation That framework ended the moment Wall Street layered on top of the chain: → Cash-settled futures → Perpetual swaps → Options → ETFs → Prime broker lending → Wrapped BTC → Total return swaps From that point forward, Bitcoin supply became theoretically INFINITE. Not on-chain. But in price discovery, which is what actually matters. Synthetic Float Ratio (SFR). The metric that explains everything. Once synthetic supply overwhelms real supply, price no longer responds to demand. Wall Street can now trade against Bitcoin. They're not guessing direction. They're doing what they do in every derivatives-dominated market: 1⃣ Create unlimited paper BTC 2⃣ Short into rallies 3⃣ Trigger liquidations 4⃣ Cover lower 5⃣ Repeat This isn't "speculation." It's inventory creation. They've effectively transformed Bitcoin into a market where supply can be created on demand. And they literally print their own Bitcoin out of thin air. One real BTC can now simultaneously support: → An ETF share → A futures contract → A perpetual swap → An options delta → A broker loan → A structured note All at THE SAME TIME. That's six claims on one coin. That is not a free market. That is a fractional-reserve pricing system wearing a Bitcoin mask. But that's only half the story. The other side of this collapse is the AI bubble. The largest liquidity magnet in modern market history. For the last two years, capital has been sucked into ONE narrative. AI → AI infrastructure → AI chips → AI data centers → AI software → AI everything Trillions in market value were created almost overnight. And every speculative dollar has a destination. Money doesn't appear from nowhere. Ignore it if you want, but don't pretend you weren't warned. I've been calling Bitcoin tops and bottoms for over a decade, and I'll do it again in 2026. Follow and turn on notifications before it's too late. You don't want to miss my next call.$

🚨 HERE'S WHY BITCOIN IS DUMPING RIGHT NOW Bitcoin no longer trades like a supply-and-demand asset. What you're seeing right now is NOT normal. It's not "weak hands." It's not sentiment. And it's definitely not retail selling. If you hold crypto today, you MUST read this: This decline didn't start just now. It's been building quietly beneath the surface for years. And now it's accelerating. Here's the reality: The moment supply can be synthetically created, scarcity disappears. And when scarcity disappears, price stops being discovered on-chain and starts being dictated by derivatives. That is exactly what happened to Gold and Silver. And now it's happening to Bitcoin. The original Bitcoin thesis is broken. Bitcoin's valuation was built on two foundations: → A hard cap of 21 million coins → No rehypothecation That framework ended the moment Wall Street layered on top of the chain: → Cash-settled futures → Perpetual swaps → Options → ETFs → Prime broker lending → Wrapped BTC → Total return swaps From that point forward, Bitcoin supply became theoretically INFINITE. Not on-chain. But in price discovery, which is what actually matters. Synthetic Float Ratio (SFR). The metric that explains everything. Once synthetic supply overwhelms real supply, price no longer responds to demand. Wall Street can now trade against Bitcoin. They're not guessing direction. They're doing what they do in every derivatives-dominated market: 1⃣ Create unlimited paper BTC 2⃣ Short into rallies 3⃣ Trigger liquidations 4⃣ Cover lower 5⃣ Repeat This isn't "speculation." It's inventory creation. They've effectively transformed Bitcoin into a market where supply can be created on demand. And they literally print their own Bitcoin out of thin air. One real BTC can now simultaneously support: → An ETF share → A futures contract → A perpetual swap → An options delta → A broker loan → A structured note All at THE SAME TIME. That's six claims on one coin. That is not a free market. That is a fractional-reserve pricing system wearing a Bitcoin mask. But that's only half the story. The other side of this collapse is the AI bubble. The largest liquidity magnet in modern market history. For the last two years, capital has been sucked into ONE narrative. AI → AI infrastructure → AI chips → AI data centers → AI software → AI everything Trillions in market value were created almost overnight. And every speculative dollar has a destination. Money doesn't appear from nowhere. Ignore it if you want, but don't pretend you weren't warned. I've been calling Bitcoin tops and bottoms for over a decade, and I'll do it again in 2026. Follow and turn on notifications before it's too late. You don't want to miss my next call.

0xNobler

41,070 görüntüleme • 1 ay önce

Strategy sold 3,588 BTC last week. That's 112x more than the 32 BTC they sold a few weeks ago (which freaked out the market). Here's what's happening and why they are doing this... 1. Last week = Strategy sold Last week, Strategy sold 3,588 BTC and used all of the proceeds ($216m) to fund dividend payments on their suite of preferred equities. Q2 dividend payments for STRF, STRK, STRD, and STRE... and June dividends for STRC. Notably, BTC price opened last week at $59.5k. Strategy sold 3,588 BTC over the course of the week, yet BTC price went up to $63.5k. 2. The bigger picture = Strategy is NET buying Strategy bought 85,296 BTC in Q2. Their combined selling for Q2 was 3,620 BTC (32 + 3,588). In other words, they bought 22.5x more BTC in Q2 than they sold. (For 2026 YTD numbers, Strategy has bought ~175k BTC and sold 3.6k BTC. That's a 48x ratio.) 3. The message in advance Weeks ago, Saylor explained what they are doing, in an interview with Michaël van de Poppe (see clip) "On occasion, we'll buy 20 Bitcoin & we'll sell 1 Bitcoin... Then the credit investors will give us enough to buy 20 more Bitcoin." Saylor further explained the strategic rationale of selling Bitcoin... "Our credit investors expect that we're going to support the credit dividend and pay it (and our asset is BTC)... 'will you sell some Bitcoin to pay us the money?' They expect me to say yes, because if I'm not going to pay the dividend, they're not going to buy the credit & the credit agency won't rate the credit." 4. What Strategy is doing Strategy is showing the market that they can and will sell BTC. They are doing this to gain access to more credit market capital... so that they can buy much more BTC. Saylor has recently asserted that it's important to "buy more Bitcoin than you sell." This is that in action. In Q2, they bought 85k BTC. They then used 3.5k BTC to fund the dividends on the Digital Credit that enabled them to buy 85k BTC. They bought 22.5 and sold 1. 5. What to expect next Saylor said they will "inoculate the market" by selling a little BTC. This is the second dose of inoculation. They will keep doing it until the market expects it and no longer reacts to it. They are not dumping their BTC treasury strategy for dollars. That is the click-bait headline for the uninformed. What they are telling you is that they plan to sell 1 BTC so they can buy 20 BTC. Over and over.

Strategy sold 3,588 BTC last week. That's 112x more than the 32 BTC they sold a few weeks ago (which freaked out the market). Here's what's happening and why they are doing this... 1. Last week = Strategy sold Last week, Strategy sold 3,588 BTC and used all of the proceeds ($216m) to fund dividend payments on their suite of preferred equities. Q2 dividend payments for STRF, STRK, STRD, and STRE... and June dividends for STRC. Notably, BTC price opened last week at $59.5k. Strategy sold 3,588 BTC over the course of the week, yet BTC price went up to $63.5k. 2. The bigger picture = Strategy is NET buying Strategy bought 85,296 BTC in Q2. Their combined selling for Q2 was 3,620 BTC (32 + 3,588). In other words, they bought 22.5x more BTC in Q2 than they sold. (For 2026 YTD numbers, Strategy has bought ~175k BTC and sold 3.6k BTC. That's a 48x ratio.) 3. The message in advance Weeks ago, Saylor explained what they are doing, in an interview with Michaël van de Poppe (see clip) "On occasion, we'll buy 20 Bitcoin & we'll sell 1 Bitcoin... Then the credit investors will give us enough to buy 20 more Bitcoin." Saylor further explained the strategic rationale of selling Bitcoin... "Our credit investors expect that we're going to support the credit dividend and pay it (and our asset is BTC)... 'will you sell some Bitcoin to pay us the money?' They expect me to say yes, because if I'm not going to pay the dividend, they're not going to buy the credit & the credit agency won't rate the credit." 4. What Strategy is doing Strategy is showing the market that they can and will sell BTC. They are doing this to gain access to more credit market capital... so that they can buy much more BTC. Saylor has recently asserted that it's important to "buy more Bitcoin than you sell." This is that in action. In Q2, they bought 85k BTC. They then used 3.5k BTC to fund the dividends on the Digital Credit that enabled them to buy 85k BTC. They bought 22.5 and sold 1. 5. What to expect next Saylor said they will "inoculate the market" by selling a little BTC. This is the second dose of inoculation. They will keep doing it until the market expects it and no longer reacts to it. They are not dumping their BTC treasury strategy for dollars. That is the click-bait headline for the uninformed. What they are telling you is that they plan to sell 1 BTC so they can buy 20 BTC. Over and over.

Jesse Myers

169,213 görüntüleme • 26 gün önce

🚨 EVERY CYCLE KILLS ONE EXCHANGE. THIS ONE JUST DIED. BitMEX is shutting down after 11 years. And almost nobody understands what that means for Bitcoin. Mt. Gox died in 2014. BTC bottomed at $152, then ran to $19,800. +12,800%. BitGrail collapsed in 2018. BTC bottomed at $3,122, then ran to $69,000. +2,100%. FTX blew up in 2022. BTC bottomed at $15,768, then ran to $126,162. +700%. Now BitMEX is next. The exchange that invented the 100x perpetual swap closes September 23. That is not just another headline. That is a cycle marker. Crypto always looks weakest right before it turns. One exchange dies. Leverage gets cleaned out. Retail calls the market dead. Then Bitcoin starts the next expansion. Every time. The market is not at the bottom today. It is at the stage that comes right before it. The crowd will read this as one more bearish headline. I read it as the last piece lining up. Reminder: I called the $16K Bitcoin bottom and the $126K top. When I start buying again, I will post it publicly. Turn notifications on before the next cycle becomes obvious. Most people will follow too late.

🚨 EVERY CYCLE KILLS ONE EXCHANGE. THIS ONE JUST DIED. BitMEX is shutting down after 11 years. And almost nobody understands what that means for Bitcoin. Mt. Gox died in 2014. BTC bottomed at $152, then ran to $19,800. +12,800%. BitGrail collapsed in 2018. BTC bottomed at $3,122, then ran to $69,000. +2,100%. FTX blew up in 2022. BTC bottomed at $15,768, then ran to $126,162. +700%. Now BitMEX is next. The exchange that invented the 100x perpetual swap closes September 23. That is not just another headline. That is a cycle marker. Crypto always looks weakest right before it turns. One exchange dies. Leverage gets cleaned out. Retail calls the market dead. Then Bitcoin starts the next expansion. Every time. The market is not at the bottom today. It is at the stage that comes right before it. The crowd will read this as one more bearish headline. I read it as the last piece lining up. Reminder: I called the $16K Bitcoin bottom and the $126K top. When I start buying again, I will post it publicly. Turn notifications on before the next cycle becomes obvious. Most people will follow too late.

Nonzee

29,229 görüntüleme • 7 gün önce

Labour MP Andrew Lewin, "Brexit has been destructive to our economy" "Damage done is £100 billion in trade every year with the EU" "That's £40 billion a year in tax revenue" "That's the entire sum Labour had to raise in last year's budget" "Business that I meet that are badly impacted are the small and medium sized enterprises. So many forced out of business" "Drowning in bureaucracy and red tape because we left the EU Single Market" "Because we left the single best thing a Conservative government ever did, which was to bring us into the the EU Single Market" "I am pleased we have a reset" A good start Andrew Lewin MP though look forward to much better ties with the EU, a customs union, and eventually back in the EU Single Market

Labour MP Andrew Lewin, "Brexit has been destructive to our economy" "Damage done is £100 billion in trade every year with the EU" "That's £40 billion a year in tax revenue" "That's the entire sum Labour had to raise in last year's budget" "Business that I meet that are badly impacted are the small and medium sized enterprises. So many forced out of business" "Drowning in bureaucracy and red tape because we left the EU Single Market" "Because we left the single best thing a Conservative government ever did, which was to bring us into the the EU Single Market" "I am pleased we have a reset" A good start Andrew Lewin MP though look forward to much better ties with the EU, a customs union, and eventually back in the EU Single Market

Farrukh

50,452 görüntüleme • 1 yıl önce

What does it actually mean when STRC trades below par? Strategy CEO Phong Le breaks it down: "It's a preferred equity, not debt. And it's definitely not a money market, even though some people use it in place of one. It's designed to trade within a tight window of par 99 to 101, but there'll be times when it doesn't" "Stretch is trading at 96 cents on the dollar, so it's down 4% during that period. But when you take the 11.5% dividend paid over the last 10 months, that's up 8%. So if you're a shareholder over that period, you're up 4%. If I told you in October I'm going to design an instrument with Bitcoin as the underlying, Bitcoin goes down 50%, and I give you a 4% TSR, would you believe me?" "The last couple weeks it's gone down because Bitcoin has gone down, but it'll come back up. We have the mechanisms. We could increase the dividend, we could shore up the US dollar reserve. I have a strong belief we'll continue to pay the dividends and it'll trade back at par"

What does it actually mean when STRC trades below par? Strategy CEO Phong Le breaks it down: "It's a preferred equity, not debt. And it's definitely not a money market, even though some people use it in place of one. It's designed to trade within a tight window of par 99 to 101, but there'll be times when it doesn't" "Stretch is trading at 96 cents on the dollar, so it's down 4% during that period. But when you take the 11.5% dividend paid over the last 10 months, that's up 8%. So if you're a shareholder over that period, you're up 4%. If I told you in October I'm going to design an instrument with Bitcoin as the underlying, Bitcoin goes down 50%, and I give you a 4% TSR, would you believe me?" "The last couple weeks it's gone down because Bitcoin has gone down, but it'll come back up. We have the mechanisms. We could increase the dividend, we could shore up the US dollar reserve. I have a strong belief we'll continue to pay the dividends and it'll trade back at par"

The Wolf Of All Streets

39,381 görüntüleme • 1 ay önce