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@AshCrypto Every bear market is the same, not everyone wants to buy the dip

Bear markets create the stories people brag about in bull markets.

@coingecko It feels so good to see ETH in the green again

$ETH is up 6.2% today, trading just $25 below the $1,900 mark last seen in early June.

@socios Well, that looks a lot like a red card

RED CARD OR NOT? 🟥 Should Olise have been sent off? x.com/jedinsonvr/sta…

@Cryptoze The potential is huge, but it will be interesting to see how it turns out in the end

Biggest Altseason starts any day now. GET READY 🚀

@Vivek4real_ it's a fascinating pattern. Time-based cycles are often overlooked because everyone focuses on price, but they've been surprisingly consistent for Bitcoin

I'M SHOCKED THIS SETUP HAS NEVER FAILED. BITCOIN HAS BOTTOMED EXACTLY 23 MONTHS AFTER THE ALL-TIME HIGH IN EVERY CYCLE. WE ARE SITTING AT MONTH 23 RIGHT NOW. TICK TOCK.

@CryptoTice_ the hardest part of every cycle is usually the waiting. Strong trends often spend more time testing conviction than making new highs

THE MARKET IS ASKING ONE QUESTION RIGHT NOW. Who still has conviction when the move isn't easy? Expand. Retrace. Consolidate. Expand again. Every shakeout removes the weak. Every retest reloads the next leg. Every moment of doubt creates the opportunity. This is that moment. Trends don't die here. They reload. Bitcoin will be much higher. The only variable is who's still holding when it gets there.

@TedPillows $65K definitely looks like an important level. If that liquidity gets absorbed cleanly, momentum could build much faster than most expect.

There's a decent $BTC sell wall at $65,000. A strong breakout above this means Bitcoin could see a quick 5%-6% rally.

Cost basis charts are underrated. Price tells you where Bitcoin is trading today. Cost basis tells you where different groups of holders actually entered the market – and where psychological pressure is likely to build. It's one of the better ways to understand market structure beyond the headlines.

I❤️this new chart! Bitcoin’s entire cost basis through time: • Satoshi-era coins still sitting at <$0.04 since 2009🟥 • Most 2010–2013 coins are basically gone🟦 • Capitulation at bear bottoms (2014,2018,2022)🟨🟥 Free live chart + data downloads👇 blockhorizon.io

@GordonGekko liquidity has always been one of the biggest drivers of crypto. When monetary conditions become more supportive, risk assets usually notice.

@benjamincowen interesting comparison. Even if the pattern doesn't repeat exactly, it's a good reminder that bear market rallies can be stronger than most people expect.

In 2018, Bitcoin started late June/early July with 2 green weeks. 3rd week was red going into CPI. Then Bitcoin bounced higher into late July/early August, before giving all the gains back by September. Similar setup today.

@Washigorira the power law has been a fascinating long-term reference. It's not a timing tool, but it's hard to ignore how closely price has respected it over multiple cycles.

#Bitcoin Historical floor is now near $44.5K. Every BTC cycle bottom has formed above the lower boundary of the Power Law V2.0. That boundary is currently near $44.5K and continues to rise overtime. While no model guarantees future outcomes, a sustained move below this level remains unlikely.

@cryptorover history is a useful guide, but every cycle seems to rhyme more than repeat. The interesting question is whether today's market structure changes the ending.

EVERYONE THINKS THE BEAR MARKET IS OVER... History says otherwise. Previous Bitcoin bear markets lasted 360 to 410 days and wiped out 77% to 87%. This cycle is still the mildest on record. If history repeats, the hardest part could still be ahead.

@Ledger gm Ledger

gm sun is shining, keys are offline life is good

Tokenized stocks hit records in June. Look one layer down Volumes surged 145% to a record $3.86B, and on Solana the tokenized RWA market set its own record at $3.62B. The demand is real. Then check the depth. The deepest DEX pool behind those Solana numbers holds about $2.8M. Big headline number, thin actual market underneath. That gap isn't cosmetic. Edel Finance found out the hard way this month: a wrapped Alphabet-stock token with effectively no on-chain market got inflated roughly 78x and drained ~$403K. The stock price never moved. The wrapper did. The lesson holds for every RWA: a token can track an asset perfectly and still break, because what you're actually exposed to is the wrapper, the oracle, and the liquidity behind it. Do you check the liquidity behind an RWA before you touch it, or trust the peg?

@PrizeNinjaX Agreed. The math nobody wants to do: a 20% APY that gets you exited once is worse than 6% you actually keep. Capital preservation compounds quietly, and it's rarely the thing people optimize for until after it fails.

One of the biggest shifts in DeFi is realizing that yield and risk can't be separated. A headline APY only tells part of the story if it ignores the security assumptions behind every protocol, bridge, and dependency in the path. Thinking in terms of risk-adjusted returns instead of nominal returns leads to better decisions, even if the advertised yield looks smaller. Capital preservation is often the most underrated source of long-term performance.

DeFi has a cost nobody prints in the APY Q2 closed with 88 known hacks and $780.3M in losses. That's not a run of bad luck. It's a line item. Security has become part of DeFi's cost of capital, shaping yield, routing, and where liquidity is willing to sit. The question stopped being "what does this pool pay" and became "what does staying connected actually cost me." The failure points aren't exotic either. Bridges, oracles, frontends, contract logic. All of them stay live for exactly as long as your capital does. So the real yield isn't the number on the screen. It's that number minus the risk of the route you took, and the time you spent sitting in it. Which is the quiet case for holding your own keys between moves: the less time capital spends parked on a surface you don't control, the less of that tax you pay.

@cryptofergani It's a perfectly realistic forecast, the only question is the timing.

ANTHONY SCARAMUCCI said that Bitcoin will be bigger than Amazon and Nvidia because millions of investors will buy and never sell it. "$200,000 is too low for Bitcoin."

@coingecko something new from Saylor

JUST IN: Strategy did not buy Bitcoin this week and instead increased their USD Reserve by $450M.

@joao_wedson @Alphractal that's a useful distinction. Looking at the percentage alone misses the fact that today's market has a much larger circulating supply.

The current Bitcoin Bear Market can already be considered one of the most severe in its history. Percent Supply in Loss has returned to levels similar to those observed in November 2022, showing that an extremely large share of the circulating supply is currently underwater. But there is one important difference. In November 2022, Bitcoin had approximately 19.2 million BTC in circulation. Today, the circulating supply is close to 20.05 million BTC. This means that even with a similar percentage of the supply in loss, the absolute amount of Bitcoin trading below its acquisition price is significantly higher today. In other words, more coins are currently carrying unrealized losses than during the 2022 cycle bottom. This scenario also exposes an uncomfortable reality about the previous Bull Market. Despite new all time highs, institutional adoption, and the expansion of Bitcoin ETFs, a massive portion of the market ended up buying at elevated prices and now remains underwater. From the perspective of how losses are distributed across investors, the previous Bull Market may be considered one of the weakest and least inclusive in Bitcoin’s history. Percent Supply in Loss measures the share of the circulating supply that is currently underwater. The higher the indicator, the larger the fraction of the market holding positions at a loss, which is commonly associated with market stress, capitulation, and the later stages of major drawdowns. The market may have reached new all time highs. But a large portion of investors never truly participated in that appreciation.