
Crypto Keen
184 posts



🚨 READ THIS CAREFULLY Bitcoin’s next cycle bottom won’t be where you think. The part most people ignore: Timing. Days from market cycle top → bottom: 2012: 405 days 2016: 362 days 2020: 376 days We haven’t reached that timing zone yet in this cycle. Purely on historical timing, the highest-probability window for the real bottom is July–November 2026. That matters more than any single number on your chart. Most traders only operate on price: “I’ll buy at X.” But the zone that feels “safe” is usually the zone where people do nothing. I don’t play that game. Below $50,000 I’m a buyer. Regardless of when it happens. July–November 2026 I’m a buyer. Regardless of price. If either condition is met, I buy. No hesitation. Yes, I started accumulating as soon as we entered the $60k range last month, even though the timing window isn’t here yet. Back in October, when Bitcoin was around $120,000, I said I’d be a strong buyer near $60k. People laughed. Sentiment was euphoric: “BTC will never see $100k again.” Now we’re here. There’s one more thing most people keep ignoring: NUPL. Every generational bottom: 2018, COVID, 2022, happened when NUPL entered the blue zone. We’re not there yet. For the record, I was the only one publicly calling the exact bottom at $16,000 three years ago and the top at $126,000 in October. If you missed those calls, don’t worry. I’ll call the next one too. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.



Hey @elonmusk, when is X gonna let me send other users USDC on @base? Seems like a clear product win.












The @WSJ article flagging $10BN in uncollected @secgov fines is a good example of why fixating on enforcement stats can create the wrong incentives (and be misleading). FWIW, if you’re going to focus on a number, look at amount returned to harmed investors -- record was in 2019 ($1.2BN). Kudos to @davidamichaels for his reporting on the topic: wsj.com/finance/regula…






BREAKING NEWS: Circle and Binance have entered into a strategic partnership that will accelerate global USDC and crypto adoption. The world’s largest exchange and crypto super app and the world’s largest trusted and compliant dollar stablecoin operator are coming together to work on the next phase of stablecoin and crypto adoption. Today, Binance CEO @_RichardTeng and I joined together on-stage in Abu Dubai Finance Week to announce our new and groundbreaking strategic partnership. Through this partnership, Binance will make USDC more extensively available across their full suite of products and services, ensuring that their more than 240M global users are able to seamlessly access and use USDC for trading, saving and payments applications. I’m also excited to share that Binance will adopt USDC as a vital dollar stablecoin for their own corporate treasury, demonstrating that one of the most sophisticated onchain treasury operations is putting their full faith behind USDC as a digital dollar for storing and moving value. Through our collaboration, Circle will provide Binance with a range of technology, liquidity and other tools for Binance users to benefit from the trust and innovation that Circle has built for USDC. We will also be coming together to work on products and partnerships that advance the use of stablecoins and crypto infrastructure in everyday finance and commerce all around the world. I have long admired Binance for their relentless commitment to product quality, innovation and user-centricity, which shows in their massive and loyal global community of more than 240M users. As a comprehensive service that spans investing, trading, saving, storing and payments, Binance is truly one of the world’s largest and most open financial superapp’s in the world. And I look forward to being a close partner as they scale to 1B+ users in the coming years. As Binance itself becomes one of the most widely regulated global exchanges, and continues to invest in robust compliance and risk management infrastructure, the marriage of the largest and fastest growing compliant stablecoin with their global platform marks a major and material shift in the emerging crypto market structure as we enter 2025. There will be much to come from this partnership spanning products and how we bring our combined capabilities to the market. We look forward to sharing it all with you in the weeks, months and years ahead! Jeremy Tune in now: x.com/i/spaces/1rmxp…









