South Korea has never seen a bubble like this.
I'd argue no nation has seen a vertical move like this.
54% of KOSPI index are 2 companies, SK Hynix & Samsung.
When the memory bubble pops it's unclear what the economic consequences will be.
This could be their 1929 depression.
Money has come a long way since the first uses of shells or coins millennia ago. Today, it may be considered our most used technology, as most people use digitally recorded money. Our Analyze This video explains tokenization and why programmable money is useful.
Day 25, now 75% entered.
Will continue to run daily auto accumulations for 5-more days till 80% with BTC on-chain losses at 10.69 million and TOTAL on 300-week moving average.
If BTC dips to $55k, I'll bump up to 2% daily till 100%. If BTC fires to $65k, I'll stop before 80%.
Quit being scared.
The time to be scared was a long time ago. This is just "max pain." 10.69 million BTC in a loss.
The gaslighting and cognitive dissonance of accepting it was a bear market forced the crowd to be late emotionally.
This is the historical time of opportunity.
Holding my XRP buy from last week and my Bitcoin short from 75k.
XRP will break out of this year-long wedge in July after a final tap of support.
I don’t mind holding in a temporary loss while my Bitcoin short prints.
The real risk is being sidelined when it breaks out.
🚨 EU TO DELIST TETHER'S $175 BILLION USDT FROM LICENSED EXCHANGES
Major exchanges including Binance, Coinbase, Kraken, and Crypto .com have removed USDT for EU users after Tether chose not to seek approval under Europe's MiCA regulations.
Meanwhile, Circle's USDC has secured full compliance, making it the only major stablecoin available on any licensed EU exchanges ahead of the July 1 deadline.
XRP never got its 2021 cycle. The SEC suit landed at the exact moment BTC was repricing.
So we ran the counterfactual: apply Bitcoin's actual peak-to-peak multiples (3.49x in '21, 1.83x in '25) to XRP's 2018 high of $3.84.
Implied ATH: $24.50.
That's not a moonboy number. It's the same trajectory BTC already walked, applied to an asset that spent the cycle in litigation instead of price discovery.
Now the suit is resolved, spot ETFs are live, and the institutional rails are turning on. The suppression that capped the last two cycles is gone.
If adoption is merely average, low-to-mid $20s is the measured case. If adoption is significant, the multiple compresses upward.