Isaac Sabbá

[Quinten | 048.eth @QuintenFrancois]

Capitulation you see during bear markets

[Bitcoin Fear and Greed Index @BitcoinFear]

Bitcoin Fear and Greed Index is 9 — Extreme Fear
Current price: $61,584

[BMNR Bullz @BMNRBullz]

DAN TAPIERO: BLOCKCHAIN IS THE MONEY OF THE AGENTIC FUTURE

DAN TAPIERO says the old financial world and the new onchain world are now integrating.

Stablecoins, RWAs, tokenization and agentic payments are all exploding at the same time.

🔹 Stablecoins
🔹 Tokenization
🔹 Agentic finance
🔹 Onchain payment rails

He says all value is eventually moving onchain, and this is still the first inning.

The digitization of money could be bigger than the internet.

$BTC $ETH

[Visual Capitalist @VisualCap]

America’s Biggest Companies Are Bigger Than Entire Regions 🏢

https://t.co/KbQO71mBoj

[Sun Liao @sunxliao]

Not much we can do about world events but I do NOT think that this leads to escalation.

Mostly tit for tat until the deal IMO...

Still believe that the market will find a real bottom shortly, most likely a few days after the Bank of Japan raises rates (incoming).

$QQQ #QQQ

[Altcoin Daily @AltcoinDaily]

"Bitcoin can't possibly fall any lower."

Listen, I'm as long term bullish as the next guy but let me share with you the harsh reality of the current state of the crypto market:

Bitcoin can ABSOLUTELY fall lower.
The macro headwinds are there.
Here is how it could happen THIS YEAR:

JUNE: Mega IPOs/AI suck up capital
JULY: Stocks crash & bear begins
AUGUST: 10-year treasury hits 6%
SEPTEMBER: Fed hikes rates
OCTOBER: Clarity Act fails to pass
NOVEMBER: Midterm election chaos
DECEMBER: Black swan

Look, I'm not saying this is likely to happen. In fact all of that playing out in the next 6 months would probably be extremely UNLIKELY.

But... price could absolutely go lower.

Like I said, I'm long term bullish, but it's important to plan for all scenarios.

But what do you think?

[BMNR Bullz @BMNRBullz]

TOM LEE: THE AI BOOM NEEDS BLOCKCHAIN.

Tom Lee @fundstrat says crypto disappointed this year because it did not rally with AI, but he calls crypto a

“downstream story of AI.”

As AI capabilities rise, he says blockchain becomes more important to prove and validate transactions and help protect us from AI.

He also says Wall Street is still tokenizing money, equities and real estate, calling it

“turning money into software.”

“The crypto narrative is still in good shape.”

$ETH $BMNR

[Stephan Livera @stephanlivera]

Bitcoin power law year end price projections until 2035.

Of course actual price can end up higher or lower, but this helps me get a baseline idea for where things are going.

[Crypto Rover @cryptorover]

The $BTC bear market clock is undefeated.

Every prior bear lasted ~365 days from the cycle top to the cycle low.

2017-18: 12 monthly bars.
2021-22: 12 monthly bars.
2025-26: 9 bars in... 3 left.

[iWantCoinNews @iWantCoinNews]

$BTC | Listen, don't overthink it.

Either we bottom slowly in October 2026 or we crash below 300 SMA before then, which is a buy opportunity.

Enter during price capitulation or take a time-based entry.

[Joao Wedson @joao_wedson]

For the first time in history, Ethereum’s market cap is now the same as Tether’s market cap.

But what is even more intriguing is the Tether Market Cap vs Ethereum Market Cap Ratio, which has formed fascinating trendlines that have marked extremely precise tops and bottoms throughout Ethereum’s history.

And right now, it is testing the lower trendline again. 🫣

Use this information however you want.

[Benjamin Cowen @benjamincowen]

Bitcoin closed the week above the 200W SMA after sweeping the low from February

[Benjamin Cowen @benjamincowen]

I love the cadence of this chart

Bitcoin % of Supply in Profit/Loss

As I said previously, you start looking for major market cycle bottoms *after* they cross, not before.

They just crossed.

Such a great chart for keeping people on the right side of the market in midterm years

[Julien ⚡ CryptoBoost @realcryptoboost]

$ETH vient d'imprimer le RSI le plus bas de toute son histoire. 12. Le précédent record absolu était 16.

Lis bien ça. Jamais, depuis la création d'Ethereum, l'actif n'a été aussi survendu qu'en ce moment.

Tout le monde appelle ça la mort. Moi j'appelle ça un cadeau.

J'ai ressorti mon graphe ce matin. Celui que je suis depuis des mois. ETH vient de toucher pile la zone que j'attendais. Pas une zone que j'invente après coup pour me rassurer. Une zone tracée à l'avance, sur ma ligne de fond.

❤️‍🔥Et voilà ce que ça veut dire pour moi, concrètement. Je n'ai pas prévu d'attendre plus bas. On y est. C'est ici que j'agis, pas dans six mois quand le prix aura déjà rebondi et que tout le monde se dira "j'aurais dû".

Un RSI à 12 sur un réseau qui sécurise les stablecoins, la tokenisation et la moitié de la DeFi mondiale, ce n'est pas un signal de fuite. C'est le marché qui te tend ce qu'il ne tend que quelques jours par cycle.

Le retail est décimé mais pas nous. Les mains faibles ont rendu leurs jetons. Il ne reste plus grand monde à faire paniquer.

Tu peux attendre la certitude. Mais la certitude, sur ce marché, se paie toujours beaucoup plus cher.

[Crypto Rover @cryptorover]

🩸 WARNING: $BTC just printed the BIGGEST Short-Term Holder capitulation in its entire history.

The realized loss ratio just hit a new ALL-TIME LOW.

Deeper than COVID.
Deeper than the May 2021 crash.
Deeper than FTX.
Deeper than the tariff lows.

[Circle @circle]

Most economic relationships aren’t simple payments.

They’re contracts with conditions, logic, and enforcement.

In an agent-driven world, those relationships need to be programmable.

[Vince (HodlFlorida) @HodlFlorida]

Investing psychology is fascinating

[AdrianoFeria.eth 🦇🔊 🛡️ @AdrianoFeria]

While Saylor is testing selling BTC...

and Charles is delivering eulogies for Cardano...

and Solana’s validator count continues to decline and the memecoin casino is over...

and BTC miners are entering existential panic mode...

and while everyone is freaking out about price...

ETH’s supply staked just hit a new ATH.

[Crypto Rover @cryptorover]

THE MOST RELIABLE BEAR MARKET BOTTOM SIGNAL IN $BTC JUST ACTIVATED.

Every single bear market low has printed between the 200WMA and the 300WMA.
• 2015: bottomed at 300WMA.
• 2018: bottomed at 200WMA.
• COVID: bottomed at 300WMA.
• 2022: bottomed slightly below the 300WMA.

Current levels: 200WMA: $61,000.
300WMA: $54,000.

We just touched the upper boundary of the historical bottom zone.

History says the next $8K of downside is where the real low usually prints.

Then the cycle resets.

Turn your notifications on, you don't want to miss the bottom.

[Zaid 🟧 @zaidlikesmstr]

$MSTR

Bitcoin will go back above $100,000.
$STRC will go back to $100.

“With every minute you do change a mind. And call him noble that was now your hate, him vile that was your garland.”

Shakespeare wrote that about a crowd.

The crowd that cheers the king one day and calls for his head the next.

He could have written it about a Bitcoin market day.

For newer investors in this space, days like today might make you question the authenticity of the asset.

It might make you question whether you made the right decision.

It might make you want to exit and save yourself from a falling knife, as the voices around you will certainly encourage you to believe.

Volatility is not a pleasant experience for people who have not yet built the resilience for it.

But before you do anything, ask yourself one question.

What has fundamentally changed since you bought?

Nothing has changed about Bitcoin.

Not from when it was at $80,000.

Not from its all time high of $126,000.

Nothing has fundamentally changed about @Strategy or its products either.

In fact, one can argue they are stronger than they have ever been.

Over the past year, despite the continued pressure on Bitcoin’s price, the company has continuously found ways to raise capital, accumulate, and create value.

The ones I empathize with most today are $STRC holders.

$STRC was not designed for volatility.

It was designed for people who did not want it.

So if you are experiencing it today, I understand why it does not feel good.

But before you press the sell button thinking you are saving yourself, remember what you are actually invested in.

The company behind this instrument holds over $55 billion in Bitcoin.

It has 6 months of dividend payment coverage.

It has 31 years of Bitcoin dividend coverage.

And it is targeting a $300 trillion pool of yield seeking capital that has barely been touched.

$STRC is not immune to volatility.

It is resistant to it.

History backs that up.

On February 5th, $STRC hit its lowest point at $93.67.

The very next day it was at $98.76.

Six days later it was back at $100 flat.

Six days.

That is the recovery window for short term capital in this instrument.

Bitcoin does what it always does.

It moves when you least expect it, in either direction.

The skeptics are loudest right now.

This is precisely the moment where you should not be driven by opinion.

If you think you have made a mistake, dig deeper.

If you are considering selling, understand the balance sheet first.

Understand what is backing it.

Understand why this company has continued to do what it does year after year.

Every year is the same story.

Bitcoin is a freedom virus.

And freedom does not always come without resistance.

You just have to decide which side you stand on.

And understand why this company has chosen to stand there with you.

$BTC $MSTR $STRC