Bitcoin proves that digital value can exist without permission.
XION takes this idea further into a world where artificial intelligence needs to know the truth.
Bitcoin brings us trustless currency
MARA just revealed a major shift in its Bitcoin strategy. 👀
The miner sold 23,093 BTC for roughly $1.6B in H1 2026 at an average price of $70,631.
The cash was used for operations, expansion and liquidity — while MARA still holds 35,577 BTC.
Bitcoin is no longer just a treasury asset for miners. It’s becoming growth capital.
Do you see this as smart capital management or a bearish signal for BTC? 👇
$SPCX has bounced 32% so far.
IPO ✅
DROP ✅
Hit H&S target✅
Bullish divergence ✅
Buy signal ✅
Relief rally ✅
Final drop 🔜
Couple of reasons why price will retest $145-$150.
$btc short positions
Still holding my 2 short positions, reminders, still expecting down, reasons and full market update
Just a quick reminder and summary of all the confluences we have built so far, why we have been short from 66.3k, why we started compounding short as we headed in the 64k region here, why I still expect more down.
Because yes, I do always update you on my positions step by step and in detail. But over the years, I learnt you all like reminders so here we go, going through my routine thought process step by step of why I am still short.
Reminders will be in helicopter-view, very brief manner simply because this is X and there are character limits. If you want more in depth reasoning, most is on my timeline for free in depth, in bits and pieces. I share a lot of in depth information.
Macro (weekly/monthly)
Believe it or not, macro is always first in my analysis, but because it changes only very slowly, it doesn't require that many updates. I'm not here to engagement farm and repeat 100's of times, I have better things to do. I'm only here informing or updating you when necessary.
So to be very brief and as you already know: the macro has bottomed, we mentioned that, we constructed the 7 magic confluences (+some extra confirmation), it all points that way.
But, the macro has also moved off it's bottom since our call. And because we are nearing a local range high + local sentiment shifts (many big accounts on X who are bears suddenly aren't talking so bearish anymore).
That's normal. Because when I say "bottom", it doesn't mean up only V-shape to the moon. A bottom is very typical to include a range, to bore people out as I discussed recently. Which is why we can form the next step
Multi-day timeframes
From macro, we shift down to multi-day timeframes.
We form confluences of why this is likely to be a range, why 66k is range high combined with the FOMC reversal. We called it out at exactly that time, so far so good since.
This with all confluences shared, shows why I expect a range on the multi day timeframes, the range of boredom within the macro timeframes, since 66.3k, heading back down.
Daily bias
And that perfectly shapes my daily bias, which is indeed, surprise surprise, down. Multi-day (2D, 3D, 4D, 5D, 6D) timeframe bearish bias + at range high = bearish daily bias.
Also scroll down on my timeline for the 5 confluences as to why I am still bearish on these bellwether timeframes
Hourly timeframes
Zooming in more.
With confluences such as downtrend avwap (on the chart), M and W institutional levels in a dense space, local golden zone, all reasons to pinpoint lower. Adding onto that, the local sentiment which is still stubbornly bullish off the local first pump from sub 60k (where below, many of those same people were bearish, funnily enough).
Entry
Entry usually on the m30 or lower, or a slower entry + managed trade when the market is slow such as in this case.
But indeed, we also are seeing signs of absorption, and some follow through. Big positions who repeatedly got liquidated giving up and entering opposite trades and some other things I look for.
Local sentiment
Local sentiment also not showing any signs of confident and arrogant "guaranteed" "market will drop" type of behaviour. What we see more is "this is a slow grind up and will explode" and silence of bears locally. And to be frank, this is not the clearest of sentiments locally (66k+ was a lot clearer), but that's fine and normal when a range is becoming saturated and people become cynical.
Final comments
To every piece of analysis, criticism should be formed. I do have my critics to each piece here mentioned above. Critical thinking is important. But it's never to "abandon the position", unless the criticism becomes a dealbreaker.
What it does serve for, is to remind us to stay humble, know what to expect, always manage positions carefully/thoughtfully, never oversize (unless for specific reasons), know when to exit and when I should inform you all, etc etc etc.
Position management
So all that analysis is fine, and all is well. The plan is constructed and clear.
But no clear plan should ever be left as is. As I always say: "what you do about it is more important than what you expect".
Those who leave a plan without adjusting positions, will miss out on trades and their edge, or be forced into more losing positions ("Hmmm, okay I didn't act at first but now my masterplan is now giving a really good entry", or is it because your plan is failing? ... COMO theory)
So with all that said, what am I doing?
It's quite simple here but must be said: I am holding shorts from 66.3k, the shorts III from the previous win streak.
And I am still holding my new compounded short we have entered as we headed in this region right here right now.
Summary
Macro: bullish, but ranging
Multiday: bearish, FOMC rev, 5 confluences + sentiment
Daily bias: Above + we're at a local range high, bearish
Hourly: Headed into a POI and started reacting, set to drop
Entry: local absorption, position tracking, traps forming, liquidity
Position management: short III still open, new short I built in this region.
$ETH Looking good against $BTC still if you ask me.
Just needs one decent candle up above that 0.03 mark on the ETH/BTC ratio and I think this rallies higher.
This should also strengthen primarily ETH ecosystem coins if it does.
$TUT just wiped out the shorts.
Over the last 24 hours, $41.60M in short positions were liquidated, compared with just $1.99M in longs.
This looks exactly like the move I was expecting. The market makers planned this move and the shorts walked straight into it.
Behind every AI breakthrough is the technology that makes it possible.
SKHX - the Leverage Shares 2x SK Hynix ETF is now trading on Cboe.
Not an offer, solicitation or investment advice.
🚨 Reporter: "How many of the migrants that were deported have a criminal record?"
Leavitt: "All. Invading is a crime."
Do you firmly support Karoline Leavitt on this?
A. Huge Yes
B. No
🚨EXPLOSIVE BOMBSHELL JUST DROPPED🚨
You will NOT believe this… the Social Security number tied to Barack Obama (042-68-4425) was originally handed out in 1977 to a French immigrant named Jean Paul Ludwig living in Connecticut.
Obama never set foot there.
Then Ludwig dies in Hawaii… and WHO worked in the probate office with full access to dead people’s files? Obama’s own grandmother.
The number was never properly retired… and somehow ended up being used anyway. Using another person’s SSN? That’s straight-up FRAUD.
This changes EVERYTHING.
Stay tuned… the next part is even wilder.
🚨 BREAKING;
🇷🇺 Putin: "We are giving Elon Musk 48 hours to explain why Starlink is interfering with our strategic operations. Do not test our patience."
🚀 Elon Musk: "Bro, I can literally disable your country's entire GPS system from my phone while sitting on the toilet."
Absolute cold-blooded reply. 🔥