Albert｜Foundry Services

Digital Asset Infrastructure | @FoundryServices
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@DekryptCapital & @CalBlockchain
Posts are not financial advice

[CryptoQuant.com @cryptoquant_com]

Whales Quietly Bought the $60k BTC Dip

“At the $60k–$61k bottom, the Exchange Whale Ratio surged to 61.6%, proving that whales completely dominated buy-side activity and absorbed the panic.” – By @Woo_Minkyu

[Albert｜Foundry Services @albert2009pp]

@laki_0x

[Michael Saylor @saylor]

Strategy has acquired 1,550 BTC for $101 million to increase our $BTC Reserve to ₿845,256. We have also increased our USD Reserve by $100 million to $1.0 billion. $MSTR $STRC https://t.co/1Zf1AVsP1H

[Michael Saylor @saylor]

A good time to add more dots.

[Albert｜Foundry Services @albert2009pp]

Yesterday, USDT overtook Ethereum in market cap for the first time

[Lookonchain @lookonchain]

Note that 343,075 $ETH($547M) in DeFi protocols is at risk of liquidation!

46,741 $ETH($74.71M) will be liquidated at $1,565.72

58,032 $ETH($92.85M) will be liquidated at $1,555.04

100,394 $ETH($159.43M) will be liquidated at $1,426.31

137,908 $ETH($220.41M) will be liquidated at $1,361.73

https://t.co/zRlbQXwVzL
https://t.co/B2w7WtzSe8
https://t.co/gsESain13O
https://t.co/P0XqGwEtWY

[Albert｜Foundry Services @albert2009pp]

Here’s what the 'Billionaires Club' looks like today in terms of paper losses among crypto treasury companies, per Lookonchain.

[Albert｜Foundry Services @albert2009pp]

Crypto is taking a brutal hit right now. Bitcoin just dropped below $63k, wiping out about $200 billion in market cap in a single day.

Year to date, BTC is down 32% and ETH is down 45%. Michael Saylor's MicroStrategy is now sitting on an $11.5 billion unrealized loss on their Bitcoin.

Since May 11, Bitcoin has lost around $400 billion in market value. On top of that, $1.8 billion in leveraged positions got liquidated in the last 24 hours. That's the biggest liquidation wave we've seen since January 2026.

[Albert｜Foundry Services @albert2009pp]

@Cbb0fe Nothing better than a 911

[Albert｜Foundry Services @albert2009pp]

@Supermicro Want one

[Albert｜Foundry Services @albert2009pp]

@saylor

[MS2 Capital @ms2capital]

ZEC Spot Discount | $ZCSH

@Grayscale ZCSH product is trading at a ~8% discount to NAV right now.

• ZEC: $571.21
• ZEC per share: 0.0807
• NAV: $46.08
• Price: $42.41
• Discount: −7.97%

Two paths to upside:

1️⃣ ZEC pumps
2️⃣ Discount closes

If @RaoulGMI is right about 5-10% of $BTC market cap and we're not headed to Goblin town, you can scoop $ZEC at a decent discount🫡

[Albert｜Foundry Services @albert2009pp]

Bitcoin mining is at a crossroads.

After $NVDA's blowout quarter ($81.6B revenue, +85% YoY), miners with power & land are rallying — not because BTC pumped, but because the market sees them as future AI infrastructure.

$IREN +10.4% | $MARA +5.6% | $CLSK +4.9%

But here's the reality check:
• BTC data center: ~$400K/MW → 3-4 yr payback
• AI data center: ~$10M/MW → 6-7 yr payback

Mining isn't dying — it's splitting:
→ Pure hash-rate players stay crypto-dependent
→ Infra-ready miners pivot to AI hosting & long-term contracts

The next bull run may reward watts, not just hashrate.

[DogeDesigner @cb_doge]

NEVER GIVE UP

[Albert｜Foundry Services @albert2009pp]

16y ago, Laszlo Hanyecz paid 10,000 BTC for 2 Papa John's pizzas (~$25). Today: ~$774M. That purchase became a crypto legend — the most expensive dinner in history & Bitcoin's first major real world test.

#Bitcoin #BTC #CryptoHistory #BitcoinPizzaDay

[Elon Musk @elonmusk]

On my way to Beijing in Air Force One

[Albert｜Foundry Services @albert2009pp]

6/6
Why MVRV > price alone?

Price tells you nothing. $80K BTC could be a bottom OR a top depending on context.

MVRV provides that context shows how far price diverged from market's real average cost basis.

[Albert｜Foundry Services @albert2009pp]

5/6
Neutral zone: 1.0 – 2.5

Market is healthy, trend continues, no extreme conditions.

May 2026: After the correction, MVRV sits in neutral zone. No euphoria, no capitulation. Just... the market.

[Albert｜Foundry Services @albert2009pp]

4/6
MVRV < 1.0

Market trades below average cost basis. Most holders are at a loss.

Historically = bottoming zone & optimal long-term entry point.

This is when you should be accumulating.

[Albert｜Foundry Services @albert2009pp]

3/6
MVRV > 3.5

Historically = euphoria & overheating zone

Every time MVRV crossed above 3.5, a downward reversal followed:
• 2017
• 2021
• Late 2025 (when BTC hit $126K)

This is your signal that the market is overheated.