Bitcoin did not drop because @Saylor sold 32 $BTC after clearly stating in advance in an earnings call that he would do so and the rationale for the sale.
Bitcoin is dropping because we are within a structural correction within a bear market, and this is what happens to volatile assets in bear markets.
Iran negotiations breaking down and AI / SpaceX sucking the air out of the capital markets are contributory - Bitcoin does not exist in a vacuum - but not causal.
Narrative follows price.
Le pasan electricidad a una semilla de soja y germina mejor. Lo están probando en Argentina y nadie habla de esto.
Fui a Maizar 2026. Escuché esto. Y sigo pensando.
Se llama plasma frío.
No es ciencia ficción. Es el cuarto estado de la materia — el mismo que forma los rayos en una tormenta. Los científicos aprendieron a generarlo de forma controlada y a aplicarlo sobre semillas antes de la siembra.
¿Qué hace exactamente?
Modifica la superficie de la semilla. La vuelve más permeable al agua. Elimina patógenos sin fungicida. Activa los mecanismos de defensa de la planta antes de que nazca.
Los números que me dejaron pensando:
FAUBA + CONICET + UTN tomaron semillas de soja infectadas al 65%. Las trataron con plasma frío. Resultado: 100% de recuperación del poder germinativo. Sin curasemillas. Sin química.
En pasturas, aceleró la emergencia un 80% y aumentó la productividad un 160% versus el control.
Esto no está disponible comercialmente en Argentina todavía. Es laboratorio. Es investigación. No lo podés comprar en ningún lado hoy.
JUST IN: Standard Chartered compares Ethereum to Amazon during the 2001 dot-com bubble burst, says ETH will catch up to internal metrics
- The ether price has fallen sharply in recent months, but the underperformance does not reflect continuing improvements in Ethereum's internal metrics, according to Standard Chartered Bank's Global Head of Digital Assets Research, Geoffrey Kendrick.
- Kendrick compared ETH to Amazon stock during the 2001 tech bubble burst, saying ETH will catch up to internal metrics and that "it is just a matter of time."
- Kendrick maintained his ether price targets of $4,000 by end-2026 and $40,000 by end-2030.
Full story soon...
Belgrano salió campeón y nadie está descontento con eso. Lo felicitan de todos lados.
Eso es lo que generas cuando ganas un trofeo en cancha y no en una oficina. Diferencias.
This is absolutely fascinating: every Bitcoin cycle has the same skeleton.
The ratio of BTC to gold rips to a euphoric top.
Gold then quietly outperforms BTC for roughly 14 months as the market exhales.
The BTC/Gold ratio bottoms, and then Bitcoin makes a new all-time high in dollars.
It has happened twice. It is happening a third time right now.
The fingerprint is almost too clean:
→ 2017 ratio top → 2019 ratio trough: 416 days
→ 2021 ratio top → 2023 ratio trough: 440 days
→ 2024 ratio top → 2026 ratio trough: 433 days
Same clock. Different decade.
The ratio topped on December 17, 2024 at 40.12 ounces of gold per Bitcoin.
It bottomed on February 23, 2026 at 12.36.
A 69% drawdown in BTC priced in real money, even as the dollar price was busy making a fresh ATH at $124,725 in October.
That is the tell. The dollar price topped ten months after the ratio topped. Gold was already winning.
The fiat scoreboard was the last one to update.
Now look at what historically happens after the ratio trough:
→ 2019 trough → BTC USD new ATH: 711 days
→ 2023 trough → BTC USD new ATH: 469 days
→ 2026 trough → BTC USD new ATH: ?
Average: 590 days. We are 83 days in.
Small sample size, but we are roughly 14% of the way through the recovery window.
That puts the next BTC USD all-time high somewhere between April 2027 and December 2027.
However, that is a diminishing trend as well.
The percentage gain required to take out the prior ATH is collapsing every cycle.
From the 2018 low, BTC needed +500% to print a new high.
From the 2022 low, +328%.
From the February 2026 low at $64,049, BTC needs +95%.
The recovery math gets easier every cycle because Bitcoin's monetary base keeps getting harder.
Three cycles. Identical anatomy. Diminishing climb.
The ratio has spoken.
The dollar will be the last to find out.
ME SACO EL SOMBRERO CON MALFESI
"Son 70 años de gobiernos que gastaban más de lo que entraba. Y el problema de fondo es que hoy la Universidad es un antro de adoctrinamiento.
Yo doy clases en Ciencias Económicas y son malas palabras "competencia, ahorro, esfuerzo", ya no se piensa en el nivel académico. 👏