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Johnoltcrypto
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Johnoltcrypto
@sweetnfts
Crypto Influencer| web3 advocate| I tweet everything I think| Dm For marketing and promotions
Katılım Mart 2013
994 Takip Edilen24.4K Takipçiler
Johnoltcrypto retweetledi

USD1 is now live on Mantle Chain and listed on Bybit Alpha
That's a bigger deal than most people are giving it credit for
USD1 started on Ethereum and BNB Chain, Mantle is the first major L2 expansion, and Bybit Alpha is one of the most used on-chain aggregators in the space
To mark it, Bybit and WLFI launched a 10,000,000 WLFI campaign with 4 events running from now until May 22
The stablecoin is quietly showing up everywhere

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Johnoltcrypto retweetledi
Johnoltcrypto retweetledi

MicroStrategy now holds 815,061 $BTC.
> Total cost: $61.56B
> Average cost basis: $75,527
> Spot $BTC: $78,000
The position has moved back into profit.
This marks the first clean break above aggregate cost basis in recent weeks.
● Recent Accumulation
Latest weekly activity:
> $2.54B deployed
> Average purchase price: $74,395
This was executed below existing cost basis.
Result: blended cost improved during drawdown.
This is not defensive positioning.
It is active basis management.
● The Impact on the Position
Two things happened simultaneously:
1. Downside was compressed via lower-cost accumulation
2. Recovery required a smaller move to reach profitability
At $78K:
> Spot is higher than cost basis
> Aggregate position turns net positive
Break-even has shifted from resistance to support.
● The Bigger Picture
The move back above cost basis coincides with:
1. Repricing of macro/geopolitical risk
2. Recovery in broader crypto risk appetite
3. $BTC reclaiming the high-$70K range
This is not isolated price action.
It reflects system-wide positioning reset.
● What This Signals
Large treasury holders moving from:
Drawdown -to- breakeven -to- profit
is structurally important.
It implies:
> Reduced forced-sell risk
> Improved balance sheet resilience
> Higher tolerance for continued accumulation
● The Key Level
Key level:
$75.5K (cost basis)
As long as spot holds above:
Strategy remains structurally profitable.
This turns prior pressure into positional support.
● My Take
Strategy’s latest activity reframes its position:
> Not defending downside
> Actively improving entry
> Now operating from profit, not drawdown
The shift from negative to positive carry at scale is a measurable momentum signal, not sentiment.
Positioning has reset.

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Johnoltcrypto retweetledi

BTC approaching $79k 👀 👀
I promise If BTC reaches $$79k in 48 hours.
I’ll give $1000 worth of BTC to everyone who Like and Retweet this post
You must be following me
Comment *ME*
Join TG 👉 t.me/haileywelchdeg…

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