Shadow Radiance 🫧

[Bittex @BittexXBT]

If you ever see a token rebrand & switch their ticker, you know it’s going slowly to $0
They just want to get rid of the signs with a new chart tricking exit liquidity

[Frank @FrankAFetter]

How to avoid buying a bitcoin top: don’t buy when the Mean Reversion index is above Q75. $BTC

[Investment Wisdom @InvestingCanons]

"Bull markets are born on pessimism, grow on skepticism, mature on optimism, and die of euphoria."

— John Templeton

[Umar @umar_xbt]

Chris Camillo explains the only trade you ever need to make to become a top 1% investor.

You have to be mentally prepared for low probability scenarios. If you can move in a matter of minutes with high conviction and leverage when a rare event materializes, you will make the biggest trade of your life.

The difference is moving in minutes versus moving in hours.

But you have to do a little homework. If you have not been thinking about it for years, you will never pull the trigger. If you have been waiting for it, the second it happens, you will pull your car over to the side of the road to put the trade on.

[nym21 @_nym21_]

5 years of knowledge compressed into one chart

[Benjamin Cowen @benjamincowen]

I love the cadence of this chart

Bitcoin % of Supply in Profit/Loss

As I said previously, you start looking for major market cycle bottoms *after* they cross, not before.

They just crossed.

Such a great chart for keeping people on the right side of the market in midterm years

[pickle @Pickle_cRypto]

near, akt, ena, hype, zec, vvv

maybe tao, sol

sized lowly and awkwardly the past few months, but been pretty accurate with the picks which gives me confidence going into Q3-4 full shove

[Jeff Dorman @jdorman81]

If you want to be “long blockchain growth”, and you only own $BTC, that’s the equivalent of being “long gambling” by investing in the 3-card monte guy in Times Square.

That said, there really isn’t an easy answer to being “long blockchain growth" because the list of investable tokens is so small

[Lee Roach @leevalueroach]

The entire game is doing the literal opposite of Wall Street. They upgrade at the top, you sell. They downgrade at the bottom, you buy. They issue a $200 price target, the stock peaks that week. They cut the target to $11, that's the bottom. They tell you to overweight tech, rotate to energy. They tell you bonds are dead, buy bonds. They publish a 90-page report explaining why a sector is uninvestable, that's your shopping list. The sell side gets paid to be loud and consensus. You get paid to be quiet and wrong-looking. Every multi-bagger in your lifetime was rated Hold by the same desk that's now begging you to own it at 10x the price.

[Root 🥕 @therationalroot]

Cycle analysis: is this time different? Read the latest Bitcoin Strategy newsletter. #Bitcoin
Link 👇
https://t.co/fO8HxOKunQ

[banteg @banteg]

it all makes sense now. dario was still at openai in 2019. he left next year and took his marketing playbook with him. hasn't changed a thing since.

[Root 🥕 @therationalroot]

Different presidents, same monetary direction. #Bitcoin

[0xviet @0xvietnguyen]

VCs Tier List

[Benjamin Cowen @benjamincowen]

Bitcoin Percentage of Supply in Profit/Loss

[Andy @andyyy]

This will look like the test pump by mid-2027.

Tokenized stocks to $100B at least by then.

[gainzy @gainzy222]

seeing a lot of regret on ct and people trying to relive past cycles and past coins, ofc i’m guilty of it too

but u have to adapt to new meta’s instead of waiting for old ones to repeat - they never do

2017 bull cycle was not like 2021 was not like 2025

[Stacy Muur @stacy_muur]

The memecoin season ran out of buyers, not tokens.

I was shocked to see these 2 charts contradicting each other.

New token launches are near all-time highs, while active traders keep declining.

Thousands of tokens are launching daily into a market that lost almost all its participants.

This imbalance produces side effects:

→ Liquidity gets split across hundreds of tokens
→ Launches struggle to stay afloat
→ Narratives die faster because attention cycles have gotten shorter

Fewer traders = less money coming in = low volume →= harder PvP for smaller returns

At the mid-2025 peak, Solana alone had 30M+ active wallets.

It's brutal for traders trying to time this.

[Michael Arrington 🏴‍☠️ @arrington]

I member.

[Patient Investor @patientinvestor]

Howard Marks:
"When you buy the S&P 500 at a 23x P/E, your 10-yr annualized return has always fallen between +2% and –2%, IN EVERY CASE, EVERY CASE!"

[Bitshala @bitshala_org]

No internet? No problem.

Bala just dropped the ultimate cypherpunk demo at the BOSS Summit: From Off-Grid to On-Chain

He literally broadcasted a live Bitcoin transaction using Mesh Radio.

No ISPs, no Wi-Fi, no cellular data.

Just pure radio waves bypassing the traditional internet layer to hit the mempool.

When we say we are building unconfiscatable money for uncertain times, this is exactly what we mean. Mind blown.

Here is the repo used to connect meshtastic to bitcoin core:https://t.co/HVKkj4dQcM