Cryptofocus

Passion for 🌍 Day and Swing Trading | Investments | Fintech | Blockchain, Crypto and ICOs | Airdrops , Memes 💎 and NFTs 🪙

[Cryptofocus @Cryptofocus888]

Some years back when I was registering Dropbox and a moment of epiphany strikes... I searched my old undergrad days folders and files and true enough ... my marketing idea for my New Product Development module. ;D Not despair.... as after my MBA... I got the next one planning.

[Grayscale @Grayscale]

Top 15 onchain apps by protocol revenue: $HYPE, $PUMP, $CAKE, $SKY, $JUP, $AAVE, $AERO, $WLFI, $LDO, $MET, $ETHFI, $LIT, $CARDS, $UNI, $RAY

Some of the top onchain apps by revenue have real cash flows, low overhead, and single-digit multiples, and with the CLARITY Act potentially weeks away, we believe investors are facing an attractive entry point today.

Read more from @LowBeta's latest Stack article here: https://t.co/34NkjZuPJF

[Lukasz Olejnik @lukOlejnik]

Amazon is holding a mandatory meeting about AI breaking its systems. The official framing is "part of normal business." The briefing note describes a trend of incidents with "high blast radius" caused by "Gen-AI assisted changes" for which "best practices and safeguards are not yet fully established." Translation to human language: we gave AI to engineers and things keep breaking?
The response for now? Junior and mid-level engineers can no longer push AI-assisted code without a senior signing off. AWS spent 13 hours recovering after its own AI coding tool, asked to make some changes, decided instead to delete and recreate the environment (the software equivalent of fixing a leaky tap by knocking down the wall). Amazon called that an "extremely limited event" (the affected tool served customers in mainland China).

[Whale Insider @WhaleInsider]

JUST IN: 🇨🇳 Shanghai Futures Exchange physical silver supply falls from 423.24 tons to 412.49 tons - CEIC data.

[Murphy @Murphychen888]

我经常会把 OKX 的双币赢作为执行按计划抄底策略的辅助工具，它最大的特点是时间灵活。且对比下来，相同执行价同样时间档位的收益率也更有竞争力。

举个例子：我原计划在5.6w到5w区间开始建立部分BTC长期仓位，那么就可以借助 OKX 双币赢的“低买 BTC”策略，找距离现在最近的时间，选择对应的执行价，比如$56,000，$55,000和$54,000等等，并输入计划买入的金额（相当于分批挂单）。

那么到明天下午16:00，如果BTC价格低于以上执行价，那么系统将按对应价格买入BTC（收益也以BTC结算）；如果价格高于执行价，系统将返还USDT和利息。

简单说就是：如没买到，我赚了利息；如买到了，正好符合我的原计划。

通常，我不会选择执行日距离当前太远的日期，因为我要确保灵活性，以免出现“时间没到价格已到，而时间到了价格又上去了”的尴尬情形，导致建仓节奏被打乱。

当然你也可以根据自己的计划，在分配好资金，规划好时间的同时，兼顾收益率，多尝试不同的组合，找到最适合的策略。

[Kapoor Kshitiz @kshitizkapoor_]

Markets are in Extreme Fear....Again!

$BTC has entered, the lowest sentiment reading on record. Worse than COVID, Luna and FTX.

Over the last five years, periods of extreme fear have consistently marked some of the strongest medium-term Bitcoin setups.

- 2020: $3.8K to $60K
- 2022: $15K to new highs
- 2025: $80K to $126K

So, extreme fear doesn’t mean the exact bottom is in. But historically, it has meant risk-reward starts shifting.

Are you seeing this as panic or opportunity?

[Cryptofocus @Cryptofocus888]

#bitcoin

Just like gold and silver. While hedging against the future is noble. The scarcity just got broken, and became now a tool for the rich.

[0xNobler @CryptoNobler]

🚨 HERE’S WHY BITCOIN IS NONSTOP DUMPING RIGHT NOW

If you still think $BTC trades like a supply-and-demand asset, you MUST read this carefully.

Because that market no longer exists.

What you’re watching right now is not normal price action.

It’s not “weak hands.”
It’s not sentiment.
And it’s definitely not retail selling.

Most people are completely unaware what’s happening.

And by the time it becomes obvious, the damage is already done.

This move didn’t start today.
It’s been building quietly under the surface for months.

And now it’s accelerating.

Here’s the truth:

The moment supply can be synthetically created, scarcity is gone.

And when scarcity is gone, price stops being discovered on-chain and starts being set in derivatives.

That is exactly what happened to Bitcoin.

And it’s the same structural break that already happened to:
→ Gold
→ Silver
→ Oil
→ Equities

Once derivatives took over.

The original Bitcoin thesis is broken.

Bitcoin’s valuation was built on two ideas:
→ A hard cap of 21 million
→ No rehypothecation

That framework died the moment Wall Street layered this on top of the chain:
→ Cash-settled futures
→ Perpetual swaps
→ Options
→ ETFs
→ Prime broker lending
→ Wrapped BTC
→ Total return swaps

From that point forward Bitcoin supply became theoretically INFINITE.

Not on-chain.
But in price discovery, which is what actually matters.

Synthetic Float Ratio (SFR).

The metric that explains everything.

Once synthetic supply overwhelms real supply, price no longer responds to demand.

It responds to positioning, hedging, and liquidation flows.

Wall Street can now trade against Bitcoin.

They’re not guessing direction.

They’re doing what they do in every derivatives-dominated market:
1⃣ Create unlimited paper BTC
2⃣ Short into rallies
3⃣ Force liquidations
4⃣ Cover lower
5⃣ Repeat

This isn’t “betting.”

It’s inventory manufacturing.

One real BTC can now simultaneously back:
→ An ETF share
→ A futures contract
→ A perpetual swap
→ An options delta
→ A broker loan
→ A structured note

All at THE SAME TIME.

That’s six claims on one coin.

That is not a free market.

That is a fractional-reserve price system wearing a Bitcoin mask.

Ignore it if you want, but don’t pretend you weren’t warned.

I’ve been calling Bitcoin tops and bottoms for over a decade now, and I’ll do it again in 2026.

Follow and turn on notifications before it's too late.

[0xNobler @CryptoNobler]

🚨 HERE’S WHY BITCOIN IS NONSTOP DUMPING RIGHT NOW

If you still think $BTC trades like a supply-and-demand asset, you MUST read this carefully.

Because that market no longer exists.

What you’re watching right now is not normal price action.

It’s not “weak hands.”
It’s not sentiment.
And it’s definitely not retail selling.

Most people are completely unaware what’s happening.

And by the time it becomes obvious, the damage is already done.

This move didn’t start today.
It’s been building quietly under the surface for months.

And now it’s accelerating.

Here’s the truth:

The moment supply can be synthetically created, scarcity is gone.

And when scarcity is gone, price stops being discovered on-chain and starts being set in derivatives.

That is exactly what happened to Bitcoin.

And it’s the same structural break that already happened to:
→ Gold
→ Silver
→ Oil
→ Equities

Once derivatives took over.

The original Bitcoin thesis is broken.

Bitcoin’s valuation was built on two ideas:
→ A hard cap of 21 million
→ No rehypothecation

That framework died the moment Wall Street layered this on top of the chain:
→ Cash-settled futures
→ Perpetual swaps
→ Options
→ ETFs
→ Prime broker lending
→ Wrapped BTC
→ Total return swaps

From that point forward Bitcoin supply became theoretically INFINITE.

Not on-chain.
But in price discovery, which is what actually matters.

Synthetic Float Ratio (SFR).

The metric that explains everything.

Once synthetic supply overwhelms real supply, price no longer responds to demand.

It responds to positioning, hedging, and liquidation flows.

Wall Street can now trade against Bitcoin.

They’re not guessing direction.

They’re doing what they do in every derivatives-dominated market:
1⃣ Create unlimited paper BTC
2⃣ Short into rallies
3⃣ Force liquidations
4⃣ Cover lower
5⃣ Repeat

This isn’t “betting.”

It’s inventory manufacturing.

One real BTC can now simultaneously back:
→ An ETF share
→ A futures contract
→ A perpetual swap
→ An options delta
→ A broker loan
→ A structured note

All at THE SAME TIME.

That’s six claims on one coin.

That is not a free market.

That is a fractional-reserve price system wearing a Bitcoin mask.

Ignore it if you want, but don’t pretend you weren’t warned.

I’ve been calling Bitcoin tops and bottoms for over a decade now, and I’ll do it again in 2026.

Follow and turn on notifications before it's too late.

[Murphy @Murphychen888]

史诗级！天量亏损盘出现！

2月5日，BTC实体调整后的已实现亏损达到创历史记录的32亿美元。看过了这个，那前面的都是小卡拉米。

无论是Luna暴雷、FTX倒闭还是312/519这些黑天鹅事件，都未曾引发如此大规模的亏损出逃。

2025.11.21 也曾有过一次，但因当时Coinbase整理钱包事后数据做了调整。而这一次，应该是真的恐慌了.....

看来“世界记录”就是用来被打破，真的好多年没见到大饼在没有黑天鹅事件发生的前提下会如此跌法。

我想，历史会记住这一天！

（有些小伙伴认为应该用币本位来统计，这是认知误区。BTC的价格是动态的，只有统计美元价值，才是衡量当时市场恐慌性承压的唯一标准）

[Elon Musk @elonmusk]

True

[Tether @tether]

Tether Announces the Launch of USA₮, the Federally Regulated, Dollar-Backed Stablecoin, Made in America 🇺🇲🚀

Read more: https://t.co/rIMQTQ7ipX

[Cryptofocus @Cryptofocus888]

This is a good deal

[Seeker | Solana Mobile @solanamobile]

What a week.

SKR is live and the Seeker family keeps growing 🔥

For a limited time: 50% off Solana Seeker when you pay with SKR.

Join us for Seeker Season 2 🧵

[Seeker | Solana Mobile @solanamobile]

What a week.

SKR is live and the Seeker family keeps growing 🔥

For a limited time: 50% off Solana Seeker when you pay with SKR.

Join us for Seeker Season 2 🧵

[StarPlatinum @StarPlatinum_]

The man who has more Ethereum than anyone else in the world

- Tom Lee
- Wall Street strategist
- co-founder of Fundstrat Global Advisors

Early career:

- spends decades in traditional finance
- does macro and equity research
- one of the first legacy analysts to publicly defend crypto

2014

- co-founds Fundstrat Global Advisors
- launches an independent research firm
- starts covering Bitcoin and Ethereum

For years:

- consistently argues crypto follows macro liquidity
- calls Bitcoin bottoms
- one of the most quoted crypto voices on CNBC

2025

- becomes Chairman of BitMine Immersion Technologies
- a public company originally focused on Bitcoin mining

This is where everything changes:

- BitMine pivots away from Bitcoin mining
- company becomes an Ethereum treasury vehicle

strategy is simple: buy ETH aggressively and stake it

Mid 2025

- BitMine starts with zero ETH
- raises capital through placements

Summer 2025

- announces hundreds of millions raised
- ETH accumulation accelerates fast
- treasury crosses 1 million ETH

By late 2025

- BitMine holds over 4 million ETH
- worth more than $12 billion
- 3.5% of total Ethereum supply
- largest corporate ETH treasury in the world

No one else is even close.

Staking strategy:

- stakes it at scale
- turns Ethereum into a yield-producing balance sheet

By January 2026:

- over 2 million ETH actively staked
- annualized yield hundreds of millions of dollars

At the same time:

- launches MAVAN
- Made in America Validator Network
- goal is to become the largest and most reliable Ethereum staking operator

Tom Lee’s Ethereum thesis:

- Ethereum is the backend of Wall Street
- tokenization of real-world assets will live on ETH
- $7,000–$9,000 ETH in 2026
- $20,000 long-term

He controls more Ethereum than any institution on Earth

[Brian Armstrong @brian_armstrong]

Satoshi famously said “If you don't believe me or don't get it, I don't have time to try to convince you, sorry.”

Yet somehow I do find myself trying to convince people at times :) Crypto is disrupting the financial system, and it's getting more rare to find true skeptics out there. But a few holdouts do still exist.

We should explain it as much as is necessary to make it happen.

[Chris Burniske @cburniske]

I'm not a buyer yet, but if I were to be a buyer, imo the areas to watch for $BTC are:

~$80K: Nov '25 low, local low of this "bear"
~$74K: April '25 low, Tariff Tantrum low, just below $MSTR's cost basis (~$76K)
~$70K: Top of $50-70K range, near '21 high
~$58K: 200W SMA & on-chain cost basis (RV = ~$56K)
~$50K & below: bottom of the weekly range below, psychological, below this number you would see "death of BTC" calls once again

Importantly, I don't care what happens. If we rally from here, I'll ride what I have and diversify my portfolio, if we fall apart I'll buy more $BTC & select cryptoassets.

[Brian Armstrong @brian_armstrong]

Just wrapped up our week in Davos. I don't love wearing a suit every day, but sometimes it has to be done!

Davos is a unique place - world leaders and CEOs (and lots of crypto companies!) all come together in a small mountain town in Switzerland for a few days. It’s a productive time to connect 1:1 with everyone in one location, and of course our focus was using this moment to push crypto adoption forward.

There were a few key themes and takeaways:

- Everyone was talking about tokenization. On the surface it seems like a buzzword, but it's an important trend. It started with stablecoins, now it's expanding to every asset class. Business leaders across the Fortune 500 are leaning in. Tokenization will democratize access to high quality investments, as there are about 4B adults who don't have access to these markets today (the "unbrokered"). Expect some major progress here in 2026.

- Crypto legislation and the CLARITY Act. As @POTUS said, we want to keep the U.S. as the crypto capital of the world. We’ve had countless meetings with key players in DC and Davos over the last two weeks. There’s lots of hard work being done to reach a draft that’s win-win for all parties, but especially consumers. It’s created some healthy debate, and I can say, of the bank CEOs that I met with this week, most of them are actually very pro crypto and are leaning into it as an opportunity (some aren't quite there yet). One CEO of a top 10 global bank told me crypto is their number one priority, and they view it as existential.

- Trump and the current administration are the most crypto-forward government in the world. They’re committed to getting market structure done, and done correctly. These clear rules are vital for global competitiveness (as China and other countries push forward on stablecoins), and will put money back in people’s pockets, cementing the U.S. as the world’s crypto hub.

- ESG and DEI didn’t come up at all this year. Overall this week felt productive and focused on real, global progress. Credit to  Larry Fink as the new WEF co-chair for this. I like his idea of choosing other locations for WEF to be held in future years.

- Crypto and AI are the two most talked about techs, and they are highly complementary. Agents will default to using stablecoins for payments, since they can't be KYCed like a human being. The infra exists, and usage is rapidly growing.

- Coinbase and Circle announced a partnership with Bermuda, aiming to build a fully onchain economy. Excited to make progress on this and create a compelling case study for other nations to follow.

Back home now, time to get back to building products.

[Cryptofocus @Cryptofocus888]

Solana Mobile Seeker needs to be on #DeltaDirect on @getdelta so we can follow updates, don't let your competition beat you! #solanamobileseeker #skr $SKR

[Phantom @phantom]

https://t.co/hm78uRrzBt

[Lin @Speculator_io]

The White House is literally telling you where to invest:

• AI
• chips
• space
• crypto
• energy
• drones
• nuclear
• defense
• robotics
• batteries
• quantum
• healthcare
• rare earths
• manufacturing
• critical minerals
• self-driving cars

Don't overthink it.

[Bitcoin Magazine @BitcoinMagazine]

BREAKING: Coinbase CEO Brian Armstrong says Coinbase "can't support" the crypto market structure legislation as currently written 👀

"We'd rather have no bill than a bad bill."