Alvarez crypto

7 figure crypto investor

[Alvarez crypto @Alvarez__Crypto]

WE WILL DIP MORE https://t.co/MipejhbIWo

[Alvarez crypto @Alvarez__Crypto]

Bitcoin just dropped to $61K.

Everyone is panicking. Saylor isn't.

Here's the framing most people are missing.

The actual quote:

"Capital markets are funding the AI buildout at a historic scale: ~$400B over 6 months. Bitcoin ETFs have seen ~$4B of outflows since May 14, pressuring BTC. This is a capital rotation, not a Bitcoin impairment. Volatility creates opportunity."

That's not cope. That's a structural observation backed by a specific number.

$400 billion deployed into AI infrastructure in six months.

That capital had to come from somewhere.

The data supports it:

Spot BTC ETFs bled $4.4 billion since May 14. Weekly average outflows hit $292 million — the highest since November 2025.

But the timing maps directly onto the AI IPO pipeline.

SpaceX IPO next week. Anthropic and OpenAI going public between June and October.

Every major fund manager needs liquidity to participate in the hottest IPO cycle in a decade.

Bitcoin, as the most liquid risk asset they hold, is the obvious tap.

This is not investors losing faith in Bitcoin.

This is investors temporarily prioritising a different trade.

The historical parallel:

In 2021, Bitcoin stalled for months while Coinbase's IPO, the NFT boom, and DeFi Summer absorbed speculative capital.

When those trades completed and capital rotated back, BTC went on to set its then all-time high.

The sequence was: capital leaves BTC for hotter trade, hot trade peaks, profits rotate back into BTC.

The analysts running that same playbook now — Wintermute's Jake Ostrovskis and Benjamin Cowen both flagged it explicitly — are watching the AI IPO window as the signal for when BTC pressure lifts.

The bear case is real but narrow:

Peter Schiff called it a collapse, not a rotation.

He's not entirely wrong that $61K is real pain.

Analyst James Van Straten flagged the 200-weekly moving average as the current support. If it fails, the realized price at $53.8K is the next structural level.

That scenario is possible.

But it requires the AI capital rotation thesis to be wrong — meaning this is permanent reallocation out of crypto, not temporary liquidity extraction for IPO participation.

The institutional behaviour doesn't support that read.

Strategy sold 32 BTC. Not 32,000. Thirty-two.

The company holding 818,869 BTC liquidated 0.004% of its stack.

That is not a conviction shift. That is treasury management.

My read:

$400 billion going into AI infrastructure is not bearish for Bitcoin long term.

It is building the compute layer that will eventually run on blockchain settlement infrastructure.

The same institutions rotating out of BTC to fund SpaceX and Anthropic IPOs will rotate back when those trades mature.

The window between now and the end of the AI IPO cycle is not a bear market.

It is the last discounted entry before the rotation reverses.

$61K with the 200WMA holding is not a collapse.

It is the setup.

This analysis was shared in Alpha Hunters before the move.
If you want the next one early: https://t.co/MjYRLuMrss

[Alvarez crypto @Alvarez__Crypto]

Bitcoin's hashrate is rolling over.

Most people aren't watching this metric. They should be.

Here's why it matters right now.

What hashrate actually tells you:

Hashrate measures the total computational power being directed at the Bitcoin network.

When miners are profitable and confident, hashrate climbs.

When margins compress — either through price drops, rising energy costs, or post-halving revenue pressure — miners scale back or shut off machines.

Hashrate drops.

The current situation:

After reaching all-time highs following the April 2024 halving cycle, Bitcoin's hashrate is showing early signs of rolling over.

The key level to watch is whether this stays a shallow -3% dip or deepens toward the -10 to -40% drawdowns that have historically marked cycle bottoms.

Why the distinction matters:

A -3% dip is noise. Normal variance in mining operations.

A -10% to -40% sustained drawdown is a different signal entirely.

Every major Bitcoin cycle bottom has been accompanied by significant miner capitulation — the point where unprofitable miners are forced offline, selling pressure from miner reserves exhausts itself, and the market finds a structural floor.

The 2018 bottom. The 2020 COVID crash. The 2022 FTX collapse.

All three saw hashrate drawdowns in the -10% to -40% range before Bitcoin reversed.

The post-halving pressure:

The April 2024 halving cut block rewards from 6.25 BTC to 3.125 BTC overnight.

Miners who were borderline profitable at the previous reward level are now operating at a loss unless price compensates.

With BTC currently under pressure, the margin squeeze is real.

When miners capitulate at scale, two things happen simultaneously.

Selling pressure from miner reserves hits the market.

Hashrate drops, signaling the weakest hands have been forced out.

Historically, the point of maximum miner pain is the point of maximum opportunity for buyers.

My read:

A -3% hashrate dip with a price recovery holds the structure intact.

A deepening toward -10% or beyond starts to look like the miner capitulation signal that has preceded every major cycle recovery in Bitcoin's history.

Watch the hashrate chart over the next 30 days as closely as you watch price.

It will tell you what the price chart can't.

The miners getting forced offline today are the same ones who won't be selling into the next rally.

That's the setup.

This analysis was shared in Alpha Hunters before the move.
If you want the next one early: https://t.co/MjYRLuMrss

[Alvarez crypto @Alvarez__Crypto]

I am sorry

[Alvarez crypto @Alvarez__Crypto]

Joshua firstly I never said buy solana, secondly I never said buy anything thirdly I literally said don’t use leverage in this market so I am not sure blaming me is a place to sit, I know you want to find solice in transferring blame but please if your not sure in what your doing please don’t do it.

[Alvarez crypto @Alvarez__Crypto]

It feels weird having such a healthy PnL while everyone is crying how bad things are, alpha hunters preach !

[Alvarez crypto @Alvarez__Crypto]

@JoshuaChin66604 Also please come join a group that is winning omg

[Alvarez crypto @Alvarez__Crypto]

@hefstahefsta Are you in alpha hunters ?

[Alvarez crypto @Alvarez__Crypto]

@QuintenFrancois No it’s not these type of lines are crazy

[Alvarez crypto @Alvarez__Crypto]

@JoshuaChin66604 Do you watch the lives ? Because everything is stated right there, everything I have shown has happened

[Alvarez crypto @Alvarez__Crypto]

Could this be true

[Alvarez crypto @Alvarez__Crypto]

Zcash just halted its network.

ZEC is sliding. Three emergency patches in 30 days.

Everyone is selling the news.

Here's why that's the wrong move.

What actually happened:

Three emergency patches in rapid succession — Zebra 4.4.0 in early May, 4.5.0 on May 29, and 4.5.1 immediately after. The earlier 4.4.0 patch alone fixed five security vulnerabilities, three of them consensus-critical, including a block-discovery halt that could be triggered with just one malicious connection.

That sounds bad on the surface.

But here is what it actually tells you.

The team found the vulnerabilities. Patched them. Shipped fixes immediately. Disclosed everything publicly.

That is not a failing protocol. That is a protocol being actively maintained under scrutiny.

The narrative the market is missing:

Zcash is not a speculative meme coin. It is the only major proof-of-work privacy chain with a maximum supply of 21 million — identical to Bitcoin's hard cap.

Network Upgrade 7 is scheduled for late 2026, introducing faster shielded transactions and user-defined private assets. Full post-quantum security is the 2027 target — making the entire protocol resistant to quantum computing attacks.

A network shipping post-quantum security while the rest of the space hasn't even started thinking about it is not a network in decline.

The context the sellers are ignoring:

Vitalik Buterin has publicly named Zcash's privacy technology as one of the most important developments in the entire crypto space.

The Zcash Open Development Lab announced quantum-recoverable wallet features within the same month as this outage.

The regulatory environment is also shifting directly in Zcash's favour. As surveillance of financial transactions increases globally, privacy infrastructure becomes more valuable — not less.

My read:

Network outages on chains still in active development are a technical event, not a thesis-breaker.

Sui went down. Solana went down multiple times. Both recovered and delivered significant returns from their outage lows.

ZEC down on emergency patch news while shipping post-quantum security and a major network upgrade later this year is not a red flag.

It is a discount.

The market is pricing the patch. Not the roadmap.

That gap is the opportunity.

This analysis was shared in Alpha Hunters before the move.
If you want the next one early: https://t.co/MjYRLuMrss

[Alvarez crypto @Alvarez__Crypto]

IS IT OVER? https://t.co/DDO1pI89ed

[Alvarez crypto @Alvarez__Crypto]

Durov just renamed TON to Gram.

Volume spiked 324%. Price up 15% in 24 hours.

Most people are calling this a cosmetic rebrand.

It isn't.

Here's what's actually happening.

The history first:

In 2018, Telegram raised $1.7 billion to launch a blockchain and a token called Gram.

The SEC shut it down in 2020. Telegram paid $18.5 million in penalties and returned $1.2 billion to investors.

The community rebuilt it independently under the name Toncoin.

Durov walked away.

Until April 2026.

What changed:

On May 4, Durov announced Telegram was retaking direct control of the network — replacing the TON Foundation and becoming its largest validator.

That was step 3.

The Gram rebrand is step 4 of 7.

Steps 1 and 2 already happened: Catchain 2.0 cut block confirmation times from 2.5 seconds to 400 milliseconds. Transaction fees dropped sixfold to near zero.

Three steps remain undisclosed.

The pattern of the roadmap tells you everything.

Each step is structural, not symbolic.

Sub-second finality. Near-zero fees. Telegram as primary validator. Original token identity restored.

This is not a rebrand for marketing purposes.

This is Durov systematically rebuilding the original vision he was forced to abandon.

The number that matters:

Telegram has approximately 950 million monthly active users.

Every one of them already has a wallet in their pocket.

TON previously surged from $1.30 to $2.80 following Durov's May takeover announcements — a 115% move on structural news alone.

The Gram rebrand is step 4. Three more steps are coming.

Nobody knows what they are yet.

My read:

The SEC stopped Gram in 2020.

U.S. regulatory clarity is now advancing faster than at any point in history.

The original vision Durov had to abandon six years ago is being rebuilt step by step with 950 million potential users already on the platform.

The three undisclosed steps are the real catalyst.

Watch what comes next.

This analysis was shared in Alpha Hunters before the move.
If you want the next one early: https://t.co/MjYRLuMrss

[Alvarez crypto @Alvarez__Crypto]

https://t.co/MvuAHMyMoH

[Alvarez crypto @Alvarez__Crypto]

Michael Taylor here is what next https://t.co/wEEpeu60Fb

[Alvarez crypto @Alvarez__Crypto]

ethereum:0xcf5104d094e3864cfcbda43b82e1cefd26a016eb I gave this to https://t.co/MsdBEw0ItV 0.20c and to you all at 0.34 it’s at 0.90 keep fading this account and keep fading alpha hunters.

[Alvarez crypto @Alvarez__Crypto]

CME Group just added ADA, LINK, and XLM to its regulated futures suite.

The same exchange that legitimized Bitcoin and Ethereum for institutional traders just did the same thing for three more altcoins.

Here is what that actually means.

CME's crypto derivatives averaged $12 billion in daily notional volume in 2025.

That number was built almost entirely on BTC and ETH.

Now ADA, LINK, and XLM have access to those same institutional rails.

Both standard and micro contracts at launch meaning hedge funds and retail traders can both participate from day one.

The pattern is not subtle.

CME added Bitcoin futures in 2017. Institutional money followed.
CME added Ethereum futures in 2021. Institutional money followed.
CME added XRP and Solana futures earlier this year. Both outperformed.

ADA, LINK, and XLM are next in that sequence.

Futures listings do not guarantee price appreciation.

But they do guarantee one thing: institutions that were previously locked out by mandate can now get regulated exposure.

That unlocks a class of capital that does not touch unregulated products under any circumstances.

LINK in particular deserves attention.

Chainlink is the infrastructure layer connecting every real-world data feed to every smart contract on every major chain.

Every tokenized asset, every DeFi protocol, every RWA integration runs through Chainlink oracles.

CME listing LINK futures is institutions getting exposure to the pipes, not just the water flowing through them.

This call was already on our radar in Alpha Hunters before this announcement.
If you want the next one early: https://t.co/MjYRLuMrss

[Alvarez crypto @Alvarez__Crypto]

@WhiteWhaleLabs Great find I agree

[Alvarez crypto @Alvarez__Crypto]

$H just pumped 85% in a week. 35% in the last 24 hours alone.

Most people are asking why it pumped.

The better question is whether the move is real.

Here is what the data says.

Three things drove this simultaneously:

Volume exploded 400% to over $205 million in a single day. That is not a low-liquidity ghost pump. Buyers are actively participating.

The chart broke out of a symmetrical triangle that had been building for months. Every correction created a higher low. The upper trendline gave way and the price accelerated immediately.

The narrative is exactly right for this market. Humanity Protocol uses palm scans and zero-knowledge proofs to verify real humans at a time when AI bots are flooding every platform on earth. That use case is not theoretical. It is urgent.

The key level now is $0.40.

Hold above it and the next target is $0.50.

Lose it and the consolidation range is $0.35 to $0.40 before the next attempt.

$H is up 750% from its 2026 low. Market cap just crossed $1.1 billion.

The AI narrative is not slowing down. Digital identity is one of the few crypto verticals with a problem that gets more visible every day.

This trade and analysis was shared in Alpha Hunters before the move.
If you want the next one early: https://t.co/MjYRLuMrss