Bundan sonra saçma sapan paylaşılan, yorum yapılan şeylerin benimle alakası yoktur. Hesabım çalındı ve çalınan hesabı 2 kişi kullanıyoruz şuan. (bir ben bir de çalan kişi). Telefon numaramla giriş yaptım, ilk şifremi kabul etmiyor.
2021: the two targets everyone predicted were $100k $BTC and $10k $ETH.
$BTC got its $100k in Dec 2024.
$ETH never got its $10k.
And since 2021 top, $ETH has done nothing but bleed vs $BTC: ratio went 0.086 -> 0.027, lowest in ~10 months.
Conviction has fully flipped. Now it's "$BTC wins, $ETH is finished."
I'm fading that. Here's why the loudest call is wrong again:
Start with what almost nobody frames right: $BTC and $ETH are the same TYPE of asset.
Supply already distributed. No insider unlocks waiting to dump. 10+ years proving neither gets inflated away or rugged.
Almost nothing built after them can say that. These two can. They're the only 2 blue chips.
So this isn't $BTC vs some shitcoin. It's the two clean assets, and the question is which one carries less risk from here.
And rn, $BTC is the one carrying all the open problems.
1/ Saylor.
$BTC has Strategy. $ETH has Bitmine. Same trade, mirror image.
Strategy: 845,000 $BTC, cost basis ~$75.5k. $BTC ~$66k now, so they're ~13% underwater, ~$8B in the red.
Funded by ATM equity + preferred stock that pays dividends in cash ($692M paid out already). And $BTC throws off $0 to cover any of it.
So Strategy services those dividends by selling stock, or eventually $BTC. Market now prices it as a forced seller over every rally.
Bitmine (Tom Lee): 5.5M $ETH, ~4.6% of all $ETH, the largest ETH treasury. Also underwater, same bear.
But it stakes ~4.7M of that $ETH. That spins off ~$270M/yr in real yield.
The asset pays Bitmine to sit there. Strategy pays out of pocket to sit there.
Same drawdown, opposite cash flow. One treasury bleeds to hold, the other gets paid to hold.
That's the whole $ETH vs $BTC case in one frame.
2/ Productive vs dead asset.
Zoom out from the treasuries to the assets themselves.
~33% of all $ETH is staked and earns yield. Stakers get paid, supply gets locked. $ETH is a productive asset.
$BTC just sits. Its issuance goes to miners, who sell to cover power bills.
Furthermore this is $BTC's quiet long-term problem: security budget.
Fees are a rounding error of miner revenue. The block subsidy does ~all the work, and that subsidy halves every 4 years toward 0.
Nobody has solved how $BTC pays for its own security once the subsidy is gone. $ETH doesn't have that cliff: stakers are paid to secure it.
3/ Quantum.
Citi (May 2026) said it plainly: $BTC is more exposed to quantum than $ETH.
~6-6.9M $BTC sit in addresses whose public keys are already visible on-chain. No agreed migration path, slow governance.
$ETH ships upgrades every ~6 months and account abstraction gives wallets a real route to quantum-resistant sigs.
It's not that $ETH is immune. It's that $ETH can move and $BTC can't.
4/ Roadmap velocity.
Glamsterdam lands Q3 this year. Gas limit 60M -> 200M, ~78% cheaper fees, parallel execution opening the road toward 10,000 TPS.
$BTC's inertia is a feature to maxis. It's also why it's carrying every open problem above alone, with no mechanism to fix any of them fast.
So line it up:
- Treasury cash flow: $ETH earns yield, $BTC bleeds to hold
- Forced-seller overhang: $BTC has it, $ETH doesn't
- Security budget cliff: $BTC's problem, not $ETH's
- Quantum migration path: $ETH has one, $BTC doesn't
- Ship speed: $ETH every 6mo, $BTC ~never
Last cycle the loudest call was $10k $ETH. It never came. Consensus ate the L.
This cycle the loudest call is "$BTC wins, $ETH is dead" - screamed at the exact ratio where $ETH stopped going down.
Consensus will eat the L again.
THE SIGNAL THAT PREDICTED EVERY MAJOR BITCOIN CRASH JUST TRIGGERED AGAIN.
And the math is brutal.
2014: -51% from this level.
2018: -46% from this level.
2022: -55% from this level.
2026 fib level: $78K. 50% dump = $47K.
$78K is the last line of defense.
Lose it → three cycles say $45K is next.
Hold it → this time is different.
Three cycles say don't ignore this.
Are you prepared for both outcomes?
Bitcoin just entered the FINAL bull trap of this cycle.
Most people think the worst is over.
That's exactly what they believed before every major capitulation.
Right now, Bitcoin is following the same setup we've seen in every cycle.
One last dump.
One last wave of panic.
One last transfer of wealth from weak hands to patient holders.
$67K → $50K → $44K → $38K
Then the next bull run begins.
I called Bitcoin's 2022 bottom before the crowd believed it.
I called the 2025 top while everyone was still celebrating a new ATH.
Follow and turn notifications on.
The next call will be posted here first.
🚨 SOMETHING VERY DANGEROUS IS HAPPENING
Most people are focused on the latest bounce and still believe this cycle is different.
They're ignoring the bigger picture.
Bitcoin has officially entered the final bull trap.
The setup is simple:
$66K → $56K → $62K → $41K
The market doesn't need everyone to panic.
It only needs buyers to disappear.
Reminder:
I called the $17K Bitcoin bottom in 2022 and the $126K top in 2025.
I'll call the next major bottom too.
Follow and turn notifications on.
Don't become exit liquidity.