Alt/BTC just did something for the first time in 27 months.
Alt/BTC has closed 2 consecutive candles above the 50W SMA despite bearish market conditions.
Last time this happened, alts entered a strong multi-month uptrend.
🚨 CRYPTO LIQUIDITY JUST HIT A LEVEL LAST SEEN DURING THE FTX COLLAPSE
USDT supply has fallen over -$3B in 60 days — matching conditions near Bitcoin’s 2022 BOTTOM.
When stablecoins supply shrink, it means investors are pulling capital out.
But historically, these liquidity contractions have appeared near the END OF SELLOFFS.
Major REVERSALS often start once outflows stabilize and liquidity stops leaving the system.
Remember. In crypto, liquidity drives everything.
HYPERUNIT WHALE [GARRETT JIN] SELLING $760M BTC
The Hyperunit Whale (linked to Garrett Jin) has just transferred ANOTHER $760M BTC to Binance. 6 days ago he transferred half a billion dollars of ETH to Binance.
After making $7 Billion on BTC and ETH, is he finally cashing out in full?
🇺🇸 AMERICANS WILL GET STIMULUS IN 2026.
And here's why it could happen.
President Trump has repeatedly said that he'll use tariff money to provide $1,200 stimulus.
If somehow tariffs remain in place, the US administration could provide a stimulus check this year.
But what if the US had to refund the collected tariffs?
In this case also, US businesses and consumers will benefit.
As per the NY Fed, 90% of the tariffs have been paid by US consumers and businesses.
If the Trump administration will refund $175B+ in tariffs, $157 billion will go towards US entities.
This means no matter what happens, stimulus checks are probably coming this year and it'll be bullish for the markets.
The best chart in the ecosystem.
The valuation of $BTC vs. Gold.
It's not about the valuation of $BTC vs. the Dollar, we all know that this is going to up over the years.
It's about #Bitcoin vs. Gold given that these two are hard assets.
The current valuation is the lowest it has ever been.
The key insight: While everyone believes we're only a few months into a bear market (because BTC hit its USD all-time-high in October 2025), the BTC/Gold chart tells a completely different story.
Bitcoin actually peaked relative to gold in December 2024, meaning we've been in a bear market for ~14 months already.
The pattern: Every prior bear market in BTC/Gold terms lasted exactly ~14 months: November 2013 to January 2015, December 2017 to February 2019, April 2021 to June 2022.
The weekly RSI (bottom panel) is now at its lowest level in history, matching the bottoms of each previous cycle.
The reframe: The October 2025 USD all-time-high may not have been genuine Bitcoin strength at all: it was likely just gold and silver ripping higher and dragging Bitcoin's dollar price up with them. In real terms (priced in gold), Bitcoin has been declining for over a year.
The conclusion: Rather than being early in a bear market, we could be in the final chapter of one. And every time BTC/Gold RSI hit these extreme lows, it was followed by years of uptrend.
Anyone betting on further downside from here is essentially betting that this historically extreme low keeps going lower.
Ultimately, history has proven that these moments in time are the best moments to be going all-in on #Bitcoin and should result into a great return.
This time won't be different.
In 2014, BTC/Gold bottomed after 14 months.
In 2018, BTC/Gold bottomed after 14 months.
In 2022, BTC/Gold bottomed after 14 months.
For this cycle, BTC/Gold bear market has been ongoing for 14 months.
Does this mean a bottom has happened?
THIS IS CRAZY!!
If you invested $10,000 in the Bitcoin Treasury Company “Nakamoto” in 2025, you’d be left with just $70 today.
Most DATs turned out to be ultimate shitcoins this cycle.
🔥CRYPTO EXTREME FEAR IS NOW THE LONGEST IN YEARS
The Crypto Fear & Greed Index sits at 8, extending a 23-day run in the Extreme Fear — the longest streak since the Terra-LUNA crash in 2022.
$NVDA - NVIDIA MOST UNDER-OWNED MEGACAP, SAYS MORGAN STANLEY
Morgan Stanley says Nvidia is the most under-owned megacap tech stock, with a -2.57% gap between its S&P 500 weighting and active institutional ownership.
That compares with -2.16% for Apple, -2.13% for Microsoft and -1.37% for Amazon. Overall, megacap tech is the most under-owned in 17 years, with a -155 basis-point gap versus the index.
Investors are tilted toward AI hardware names, while software stocks remain relatively under-owned.