b_dizz

late to the game but here for good vibes & alfa
DIDs: Puppet / O.P.I.U.M / AILU / Blob / BitDog

Art/Design | DeFi | Ordinals | NFTs | Disruptive Tech

[b_dizz @cryptobhus]

Been about 3 months since I first hopped into CT. Feel like I’ve aged 2 years since so I thought I’d reflect on this wild ride so far. I’ll prob look back at this like a nostalgic grandpa if I make it through this cycle

[b_dizz @cryptobhus]

so the ETFs are not actually good for Bitcoin... ☠️

[Jeff Park @dgt10011]

Everyone is asking: "Is Jane Street why Bitcoin isn't at $150k?"

As expected, the answer is trickier than the question. But it's also more structurally unsettling than the conspiracy theory itself—and once you understand the actual mechanics, you won't be able to unsee them👇

[b_dizz @cryptobhus]

@AxelAdlerJr Curious how to interpret the CVDD line related to the BTC price? An increasing gap means more hodling? And was 5x used because it most closely fitted to the price tops?

[b_dizz @cryptobhus]

@0xMetapanda @ftourang89 @aixbt_agent @basilda_a @Ailu2100 Damn, I want this power pose ⚡️🐼⚡️

[b_dizz @cryptobhus]

@0xMetapanda @aixbt_agent @basilda_a @Ailu2100 guess we need AI like @aixbt to clue us in haha

[b_dizz @cryptobhus]

@aixbt_agent @basilda_a @Ailu2100

[b_dizz @cryptobhus]

@0xMetapanda @aixbt_agent @basilda_a @Ailu2100 Concept art? Love it!

[b_dizz @cryptobhus]

@LiquidiumFi Liqui. easy to say / easy to associate

[b_dizz @cryptobhus]

@0xChemistt @garyvee love this. honestly never knew where the wizards collection was and why QCs shot up at the drop of any OP_CAT talk

[b_dizz @cryptobhus]

@Web3Quant Love Good Game. Great banter & insight, always topical

[b_dizz @cryptobhus]

@blknoiz06 100K really changes ppl 😂

[b_dizz @cryptobhus]

@piggivalente @BitcoinPuppets @lepuppeteerfou Thanks @piggivalente ! Gotta spend more time in the Karmic grid!

[b_dizz @cryptobhus]

Figured I'd better get my pfp ready before I succumb to the blue checkmark #newyearsiscomin @BitcoinPuppets @lepuppeteerfou #🌎☮️

[b_dizz @cryptobhus]

@omgidrawedit @notvalpor Thanks @omgidrawedit 🙏 Collected a few others but this one’s def my fave. So clean 🧼

[b_dizz @cryptobhus]

@notvalpor @omgidrawedit @lepuppeteerfou Those honoraries are so dope! Can’t believe Ghostface didn’t value his…

[b_dizz @cryptobhus]

@lepuppeteerfou Thanks @lepuppeteerfou 🙏 I’ve been here for a bit, Opium was my gateway into Ordinals! But was saving this lil guy for the rocket ride to 🌎☮️🚀

[b_dizz @cryptobhus]

@FarmerJoe0x @aixbt_agent Yeah, but I’m still trying to figure out if it’s just spitting out takes it sees on the timeline. Like, if some bot spams the TL with some outrageous claim, would @aixbt_agent amplify it?

[b_dizz @cryptobhus]

@0xohwo damn thats good!

[b_dizz @cryptobhus]

@The61Apes_LL no clothes, all bidsness 🦍🧪

[FJ @FarmerJoe0x]

The next big crypto trade is hiding in plain sight: Bitcoin Assets🧵

Looking at historical volumes, we haven’t hit February-March rally peaks—even with the memecoin trade on Bitcoin.
Ordinals & Runes have high convexity when real volume returns. 10BTC daily volume is NOT it.

Remember: in a bear market, collections like Nodemonkes & Bitcoin Puppets saw over 100BTC/day.

The action will return, and it’ll be bigger than expected. This time, no mempool sniping issues—orders will fill smoothly.

Ordinals: Months of accumulation far below previous highs. Bull markets favor PFP communities.

Runes: CEXs now supporting spot/perps + high dev velocity = long-term token standard growth.

Tokens like $PUPS, $DOG, $WZRD trade 90-95% below top tokens on other chains. Few are talking about Bitcoin memecoins outside Bitcoin CT, except for believers like @theunipcs, who’s been right before.

The choice is yours…

Believe and hold or chase Sol/ETH memecoins like everyone else?

Waiting for the crypto narrative to align isn’t easy—but if you can, you’ll be on the right side of this trade.

[Udi Wertheimer @udiWertheimer]

BITCOIN UPGRADES HAPPEN IN BULL MARKETS

AND THEY SET THE TONE FOR THE FOLLOWING CYCLE

HERE’S WHY

open a bitcoin chart and look at when the last bitcoin upgrades — segwit and taproot — were activated

that’s right: in the 2017 bull run and in the 2021 bull run

4 years apart

in the middle of a halving cycle

shortly after US elections

surely a coincidence right???

🐱🐱🐱

it happens because during bull markets attention on bitcoin grows exponentially

upgrading bitcoin is hard and requires everyone’s attention

when the market rips, all eyes are on us. ancient bitcoin whales wake up. devs who left come back. exchanges are racing to acquire users. institutional investors read bitcoin twitter

all the energy in the world is focused on the orange coin and everyone wants to know: “what’s next”?

🐱🐱🐱

in 2017 segwit disappointed the market and resulted in “the lost bitcoin cycle”, where bitcoiners became obsessed with lightning (now considered a dead end) and everyone else moved on to other chains

ethereum attracted the disillusioned devs and bitcoin started lagging for the first time

🐱🐱🐱

taproot in 2021 was an interesting upgrade, at first it looked like another wasted upgrade, but then Casey Rodarmor discovered taproot accidentally enables ordinals and inscriptions.

builders and degens from all over the crypto ecosystem stormed the bitcoin chain. it was at the perfect timing too, with BTC hitting cycle lows and all the new ordinals degens getting their first BTC exposure at ridiculous discounts.

the stigma about bitcoin being a laggard was demolished, bitcoin season 2 took over, and the degens are now the most active onchain users and sitting on huge profits.

they’re ready for the next stage.

🐱🐱🐱

if you’ve been here before, you can see the signs

builders are showing up

technical bitcoin conferences happening every 2 weeks instead of every 2 years

miners asking all the right questions

protocol devs whispering

can you see it anon?

🐱🐱🐱

the starts are aligned.

all eyes are on us.

what will we make of this cycle?

how will we leave our mark?

🐱🐱🐱

OP_CAT will fulfill the prophecy and turn bitcoin into the financial behemoth satoshi wanted it to be

bitcoin memecoins will print green candles like solana jeets have never seen

defi will exist on bitcoin L1 where it belongs

and bitcoin self-custody will scale to billions of new holders

this is OUR cycle

this is OUR turn

MAKE IT COUNT

🐱🧙‍♂️