On-Chain Mind

🚀 The brand-new On-Chain Mind platform is now LIVE! Join 6,000+ investors already on board and get: • 250+ custom metrics and on-chain risk models for Bitcoin, Altcoins, MSTR & more • 2x weekly newsletter on the market-moving data • Premium subscriber chat, Q&A sessions, courses and masterclasses, strategy simulators, and much more… Explore one of the fastest growing crypto communities 👉🏼 onchainmind.io #Bitcoin #BTC #Crypto

@willfightnaked Ayyy cheers man, appreciate that!

@OnChainMind Probably your best video so far, its full of big ideas made simple. Thanks dude.

Missing Bitcoin’s 10 best days since 2013 wipes out 91% of your gains. Just 10 days out of nearly 5,000. I crunched the data to show why trying to time Bitcoin can be far more dangerous than simply surviving the volatility 👇🏼

@OnChainCopilot Also very effective

@OnChainMind Yes, true. However, timing is also very important when using 2x leverage on BTC to accumulate more Bitcoin.

@TimBitKamp Agreed. For most, it’s the most effective strategy

@OnChainMind Another great analysis. That’s why buy and hold is the best strategy for 95% of investors. People really need to stop overcomplicating it. Just DCA every month and stop looking at charts all day!

@MaksimXBT It does. But we also did a simulation of any random 10 days too

@OnChainMind missing those 10 best days assumes you're in the market for the other 4,990 days

The corporate Bitcoin story is not “every company is Strategy” That misses the point. Strategy holds around 818K BTC and continues to operate like a Bitcoin accumulation machine. But lower-conviction treasury names have already started capitulating, selling BTC to fund operations, repay debt, or pivot elsewhere. In my opinion, that is healthy. It separates the tourists from the true accumulators. The strongest corporate holders are behaving less like normal circulating supply, and more like long-duration balance sheet capital. Chart → onchainmind.io

@BTCTides I can’t cover every area of the market in every tweet. This is just an interesting observation about this important segment

@OnChainMind Based on what you have presented.

Bitcoin is still around 35% below its all-time high. Yet ETF-held BTC has barely moved, falling from roughly 1.38M to 1.36M coins, a decline of just ~1.45% in BTC terms. If ETF buyers were just short-term tourists, we would have seen a far bigger unwind. Instead, this looks increasingly like sticky portfolio allocation capital entering Bitcoin through traditional finance rails. Chart → onchainmind.io

@BTCTides Who said they were the only view?

@OnChainMind ETFs alone offers an incomplete view. x.com/BTCTides/statu…

@StarkLawrie Thanks! Glad to have you here

@OnChainMind great post! (subscriber)

The institutional Bitcoin stack is now 3.24 million BTC, equivalent to almost 20 years of new issuance. A few years ago, that number was effectively zero. A few years from now, it will almost certainly be higher. Bitcoin is evolution from a risk asset people rent, to a reserve asset people fight to own. Read the full article → onchainmind.io/article?id=are…

@IT_Tech_PL Thank you man

@OnChainMind Interesting.

@Alex_Luxiano Good job I never rely on time or drawdown-based approaches!

@OnChainMind This cycle is structurally different because institutional adoption of BTC. Expecting the same timing and drawdown as in previous cycles could be a mistake

@IT_Tech_PL Oh they’ll be back!

@OnChainMind Yet 🙂

Long-term holders are not aggressively taking profits into this Bitcoin rally. That matters. If LTHs were heavily distributing here, I’d be much more cautious. But so far, profit realisation remains subdued. Stronger hands are not using this move as major exit liquidity… yet. Chart → onchainmind.io

@xm_build The play isn’t over yet…

@OnChainMind futures traders were pretty good at reading the tea leaves this time i guess

Bitcoin rallied while funding turned negative. That means futures traders were leaning short into strength. This has historically been a powerful contrarian setup. Chart → onchainmind.io

@FairDinksMate Certainly seeing diminishing profit taking (naturally) as more people choose to HODL + lost coins. But still very impressive amounts realised at euphoric phases

@OnChainMind That chart you have there Tom definitely looks like diminishing volume !! It would be very surprising to see any major spikes as of previous cycles

Bitcoin has rallied hard, but profit-taking is still low. Even the main profit-taking cohort (1 week to 1 month old coins) is barely distributing compared with major rallies. That suggests this move potentially still has more room to run. Chart → onchainmind.io

@FairDinksMate New ATH is a more punchy take for end of year, but resuming a fresh bull market is very much on the cards

@OnChainMind I think btc will be very lucky to get back to a ATH by the end of the year