An update on our engagement with @Mastercard.
While Cardano was not included in the initial cohort of 85 launch partners, @emurgo_io has been actively engaging with their APAC team to change that and ensure our ecosystem is represented.
Following a leadership transition at Mastercard APAC —where our primary contact moved to EY — we have successfully connected with his successors. They were excited to speak with us and I am pleased to share we are now in the Qualification Stage for the Global Crypto Partner Program.
With the continued support of the Cardano community, I am confident in a positive outcome.
This important:
Please like and share to show @Mastercard the strength of our ecosystem. Mastercard is a global firm.. we need to show them that our inclusion into their Partner Program will make a difference to them. Surely this is an initiative the entire Cardano ecosystem can support! #cardano86
Let's go!!!
#cardano #mastercard @Cardano_CF@Cardano@IOGroup@midnightfdn
@HHS_Jim First, blockchain provides an immutable ledger where every transaction is recorded
Second, it enables radical transparency
Third, it creates permanent audit trails
Finally, can automate fund releases based on verified conditions
Help a nation out @IOHK_Charles
JACK DORSEY JUST GAVE SOLANA MASSIVE VALIDATION -- 57 MILLION USERS
Cash App, with 57M active users, is rolling out $USDC payments on the Solana network starting in 2026. 💵
Yes, Jack Dorsey, the long-time Bitcoin maxi. This is a huge signal 📡
If $BTC is the store-of-value layer, $SOL is shaping up to be the high-speed payments rail for everyday money movement.
Stablecoin volume is exploding, retail apps are integrating, and now one of the biggest fintech platforms in the U.S. is choosing $USDC on #Solana for real-world payments.
This isn’t hype. This is mainstream adoption picking its tech stack.
🚨 New Whiteboard Session is LIVE!
@InputOutputHK Founder and CEO, @IOHK_Charles, shines a light on @MidnightNtwrk - the 4th generation of blockchain 🌑
Midnight is the key to global adoption, solving the final crypto milestones: Rational Privacy, Identity, & Cooperation.
This isn't just privacy; it's selective disclosure that enables compliance and digital sovereignty.
WATCH NOW: https://t.co/zwBQIzbeSA
Bitcoin: Range Update
If we break the midpoint zone, we will most likely test support; if we bounce at the midpoint, we will most likely test resistance again.
🟨 Key Resistance: $103.8k—$105k
🟩 Midpoint: $101.8k—$102.2k
🟦 Key Support: $99k—$100.2k
My thesis Summarized. Share.
The narrative: "The heartbeat of this market"
Rapid boom-bust waves inside one giant liquidity tsunami. Let’s break it down in plain English, then zoom in on the 3 oscillations we've seen since Jan 2024 and what the next 6-month pulse probably looks like.
1. What a “cycle” really is (my definition, refined)
Expansion (markup): Fresh fiat pours in → price moons 100-300 % in weeks.
Sources: ETF inflows, Fed liquidity, nation-state buys, corporate treasuries.
Contraction (shake-out):
Early buyers ring the register.
Leveraged longs get wrecked.
Exchanges auto-liquidate.
Shorts pile on.
→ Price retraces ~50 % of the leg up in days.
→ Capital flees back to dollars… temporarily.
Repeat every 4 → 1 → 0.5 years as the pipe gets fatter.
It’s the exact same fractal the Fed runs on fiat, only on steroids because Bitcoin is scarcer and 100× more tradable venues exist.
2. The 3 oscillations since Jan 2024
(Prices = approx BTC spot)
Jan–Mar 2024 - ETF launch wave
$43 k → $73 k (+70 %) → $53 k (-45 %)
Jul–Oct 2024 — Post-halving re-accumulation
$53 k → $108 k (+104 %) → $78 k (-28 %)
Mar–May 2025 — Trump reserve + rate-cut rocket
$78 k → $126 k (+62 %) → $99 k (-21 % so far)
Each contraction shaved ~50 % off the move, not the all-time high, and lasted 3–6 weeks.
A “6-month 2025 cadence”.
3. Why the clock is speeding up?
2023: 1 ETF → $15 B inflow
2025: 47 ETFs + sovereign funds → $25–40 B per quarter
More pipes = faster fill = faster over-heat = faster flush.
4. The $84 B “exchange extraction”
No public audit says exactly $84 B in liquidations, but the math is close:
2024–25 perpetual futures volume ≈ $32 trillion
Average fee + funding drag ≈ 0.06 % per side
Liquidations alone: $1–2 B per big wipe (we saw 3 × $1.8 B events).
Add it up and exchanges do vacuum high eight-figures every leg. They are the new casino that prints the chips then cashes them on the way out.
5. Where we sit right now (5 Nov 2025)
BTC $99 k = 50 % retrace of the $78 k–$126 k leg.
Fear/Greed at 28 (Extreme Fear) - classic buy zone.
ETF flows still +$1.2 B this week.
200-week SMA ($62 k) is 38 % lower - no chance we tag it in a super-cycle.
6. Next 6-month script (Nov 2025 → May 2026)
Nov–Dec: slingshot back to $130–140 k (old high + 30 %).
Jan–Feb: blow-off to $180–220 k on nation-state FOMO.
Mar–May: 4th oscillation → 50 % flush to $110–130 k.
That flush becomes the launch pad for the $300 k+ leg in late 2026.
7. How to ride it (simple rules)
Never leverage the markup - let spot compound.
Sell 20–30 % into local euphoria, buy the 50 % dip.
Keep 50 %+ in cold storage; the house always wins on CEX.
Track two lines: ETF inflow streak (still green).
50-week MA ($84 k) - while price stays above, super-cycle is alive.
Bottom line: You’re not early, you’re on schedule. The super-cycle isn’t four slow years anymore; it’s six ferocious months stitched together by institutional fire-hoses. Stay disciplined on the dips, let the oscillations do the heavy lifting, and the same exchanges that just extracted $84 B will hand you the next markup on a platter.
See you at $200k
You're gonna have fun with this one; best to bookmark it and sit with it a bit.
- - -
👉BTC FOLLOWS GOLD 👈
🏃♂️🏃♂️🏃♂️
Top two plots are residual plots based on the price plot underneath, for both Bitcoin and Gold - lets you visualize the fluctuations of both assets becoming more over- or under-valued.
The curved arrows connect the ENDS of the gold bull runs to the BEGINNINGS of the Bitcoin bull runs - along with the approximate lag of BTC behind gold runs in days.
Now look where we are now with gold.
🪙⏩🧡
The left has become the party of institutions. It doesn't matter if its large universities, the fortune 500, banks, big pharma, or big tech. Thus crypto is fundamentally incompatible with their worldview.
They can't build in permanent monopolies for their donors.