VirtualBocon

Trade Altcoins, Stack Bitcoin.

[VirtualBacon @virtualbacon]

Tom Lee says $250K ETH. The CEO of a $1B crypto fund just said "I totally disagree."

His reason is the cleanest ETH bear case there is: the more Layer-2s capture activity and fees, the less flows back to ETH. He sees no new high. ETH/BTC agrees, grinding toward 2017 lows.

[VirtualBacon @virtualbacon]

Check out the Day in the life of WLFI from the cofounders. After meeting them in person, can confirm that they are in this for life. giant logo tattoos can’t be missed

[VirtualBacon @virtualbacon]

10 Signs the Bitcoin Bottom Is Close https://t.co/v3R7ijMerb

[VirtualBacon @virtualbacon]

☕️ GM! Here are the top events in #Crypto from the past 24 hours

🌟Bitcoin Highlights

🔸Bitcoin Bounces 3.7% Overnight to ~$65,400 After Dipping Below $63,000. BTC staged a sharp late-night recovery fueled by short covering, but faces stiff resistance at the MA 7 level near $66,300 that caps further upside for now.

🔸BTC on Track for Worst Monthly Drop Since June 2022 Crypto Winter. February losses sit at roughly 24%, with BTC down about 47% from its October peak above $125,000 as tariff fears and macro headwinds pummel risk assets.

🔸Bitcoin Decouples From Stocks in Sharpest Divergence Since FTX Collapse. On-chain analytics firm Santiment flagged the widening gap between BTC and equities, suggesting crypto is trading on its own liquidity dynamics rather than tracking the S&P 500.

🔸Spot Bitcoin ETFs Bleed $203M in a Single Day, Cumulative 2026 Outflows Hit $4.5 Billion. BlackRock's IBIT alone shed over $2.1 billion during the recent streak, marking the longest ETF outflow run since February 2025 as institutions de-risk.

📊Altcoin Updates

🔸Altcoin Season Indicator Hits Highest Level Since January as Alts Outperform BTC. The overnight rally saw altcoins broadly outpace Bitcoin, signaling a potential rotation of capital into higher-beta assets despite the macro uncertainty.

🔸Solana ETFs Buck the Outflow Trend With $13.9M in Fresh Inflows. While BTC ETFs lost $315.9M and ETH funds shed $123.3M last week, Solana products attracted steady institutional capital with Bitwise alone adding $11.7M in SOL exposure.

🔸XRP Slips to ~$1.32, Down Over 10% on the Week Amid Ongoing Regulatory Overhang. Ripple CTO David Schwartz publicly addressed XRPL decentralization concerns, stating the ledger was designed so Ripple could not control it even under legal pressure.

🔸Citrini Research Issues Major Buy Signal for Solana, Ethereum L2s, and XRP. The research firm sees current price levels as attractive entry points, arguing that scalability-focused chains are best positioned for the next leg of adoption growth.

🔸Solana Drops to ~$76.61, Down 11.4% Weekly, While BNB Holds Near $590. Exchange-linked tokens faced broad selling pressure as the total crypto market cap contracted to $2.22 trillion, a 1.5% decline in just 24 hours.

🔸Wintermute Warns AI Hype and Deglobalization Are Core Drivers of Crypto Weakness. The market maker's report pointed to weakening institutional demand and macro regime shifts as structural headwinds that could keep prices suppressed through Q1.

🔸Bitcoin Enters High-Risk Window as Credit Stress Builds Beneath Record Stock Bubble. Stablecoin market cap expansion on exchanges may signal a coming reversal, but spot ETF outflows of $4.3 billion over five weeks show institutions remain cautious.

[VirtualBacon @virtualbacon]

The last time Bitcoin hit this fear level, it never stayed cheap for long. $63K crash. 200W SMA approaching. Here's why I'm not timing the bottom, I'm accumulating it.

0:00 Introduction – Why $58K Is a Key Level
1:49 200-Week Simple Moving Average Explained
3:27 Historical Bare Market Bottoms (2014, 2018, 2022)
5:12 Worst Case Scenario: How Low Can Bitcoin Go?
7:22 The Mindset Shift You Need in a Bare Market
10:07 Realized Price at $54K – What It Means
14:21 MVRV Z-Score & What It's Signaling Now
18:50 2022 vs 2026: An Eerily Similar Setup
21:34 Fear & Greed Index – Peak Fear Is Here
25:00 Why Bitcoin Is Breaking Every Correlation
27:33 My Honest Take: Ride or Die on Bitcoin
28:55 How to Actually Buy This Level (DCA Strategy)
33:42 Closing Thoughts & Where to Follow

[VirtualBacon @virtualbacon]

☕️ GM! Here are the top events in #Crypto from the past 24 hours

🌟Bitcoin Highlights

🔸BTC plunged below $63K as Trump's tariff reset triggered a broad risk-off wave across markets

🔸Over $381M in crypto liquidations in 24 hours, with $289M from long positions bearing the brunt of the sell-off

🔸Spot Bitcoin ETFs saw $316M in outflows last week, marking 5 consecutive weeks of investor withdrawals

🔸Total crypto market cap dropped to $2.22T as macroeconomic uncertainty deepens

📊Altcoin Updates

🔸ETH fell below $1,880, down over 3% as a large whale dumped holdings - last time this whale sold, ETH dropped 22.7%

🔸Solana dropped to $76.61, down 11.4% on the week as altcoin sell pressure hit a 5-year extreme

🔸XRP slipped to $1.32, down 10% weekly, though XRP ETFs posted small net inflows bucking the trend

🔸Cardano's allocation in Grayscale's Smart Contract Fund surged to 20.2% as the asset manager increases its ADA position

🔸Bitwise CIO named BTC, ETH, SOL, and LINK as crypto's "Mount Rushmore" - essential holdings for the 2026 cycle

🔸DeXe surged 12.97% to become the top gainer of the day, defying the broader market downturn

🔸Solana, XRP, and Chainlink ETFs posted net inflows even as BTC and ETH ETFs saw continued outflows

[VirtualBacon @virtualbacon]

Low 60s again on BTC, time to go shopping soon.

[VirtualBacon @virtualbacon]

☕️ GM! Here are the top events in #Crypto from the past 24 hours

🌟Bitcoin Highlights

🔸Bitcoin dropped below $65K as Trump's tariff news triggered $470M in liquidations

🔸Analysts warn of potential $60K retest as Fear & Greed Index hits extreme fear at 5

🔸Michael Saylor teases another Bitcoin buy as Strategy nears 750K BTC milestone

📊Altcoin Updates

🔸XRP Ledger transactions jump 40% with daily volume nearing 2.5 million

🔸Shiba Inu faces $3.6B market cap wall amid zero-killing narrative debate

🔸Crypto market cap drops to $2.30T as panic sweeps through investors

🔸Gold hits new highs above $5,100 while Bitcoin struggles at $65K resistance

🔸USDT liquidity now mirrors 2022 bottom conditions per analysts

🔸Cowen projects March Bitcoin peak after potential late February weakness

[VirtualBacon @virtualbacon]

Prepared in case we get a big knife next week.

[VirtualBacon @virtualbacon]

Fingers crossed that it’s jinxed now. Otherwise brace for a big week.

[VirtualBacon @virtualbacon]

Two types of people right now - the ones stressing over red candles and the ones building positions nobody will talk about until it's too late. Be the second one.

[VirtualBacon @virtualbacon]

$20k would be something. Don’t see us getting there in all honesty.

If we do, can't imagine we stay around those levels for too long.

[VirtualBacon @virtualbacon]

Red markets test you. Green markets reward you. Simple equation but most people quit before part two.

[VirtualBacon @virtualbacon]

The market is done with empty promises. Projects shipping real solutions take over. Everything else gets flushed out.

[Elon Musk @elonmusk]

@PeterDiamandis We are entering the singularity

[VirtualBacon @virtualbacon]

What's the most undervalued narrative right now?

[VirtualBacon @virtualbacon]

How are you positioned right now?

[VirtualBacon @virtualbacon]

Market feels like early 2020 before everything pumped. Everyone's comfortable, then one macro event hits and it all flips fast. Position for it now.

[VirtualBacon @virtualbacon]

The Davos of Crypto. #WLF2026

[VirtualBacon @virtualbacon]

Institutional money doesn't buy tops and sell bottoms. They do the opposite while retail always panics.