Ukuria On-Chain⚡⚡⚡

Eternal student.⚡BTC will change the world⚡- BSc Phys - Senior Research Associate @bitwise_europe, previously Senior Analyst for @glassnode - nfa - views my own

[Ukuria On-Chain⚡⚡⚡ @UkuriaOC]

Looking at @dorinvesting Realised Price to Liveliness Ratio and producing the Realised Price to Liveliness Ratio Golden Multipliers.

The RPLR is a powerful ratio tracking captured network value to coin destruction levels producing an almost fair pricing metric.

[Bitwise in Europe @Bitwise_Europe]

Bitcoin rebounds ~3% to $65.4k as a US-Iran peace deal unwinds the safe-haven bid. Mayer Multiple shows BTC deep value vs AI stocks ahead of Warsh's FOMC.

Find out more in our latest report below 👇

[Bitwise in Europe @Bitwise_Europe]

https://t.co/jkLlhGfYMw

[Bitwise in Europe @Bitwise_Europe]

The Canary in the Macro Coal Mine: Bitcoin and the Latest Risk-Off in Stocks

Bitcoin's cycle low, $ 1.8bn ETP outflows, bearish sentiment, and Bitcoin's role as a leading macro risk indicator.

Find out more in our latest report below 👇

[_Checkonchain @_checkonchain]

Resilience is about how quickly you can rebound from a shock event, and begin thinking clearly about your next decision.

In our latest newsletter piece, @_Checkmatey_ examines one of the most common investor dilemmas: should you wait and try to lump-sum the bear market bottom, or is a structured DCA strategy actually the better approach? Learn about it here → https://t.co/wxRrs8EMrX

[Bitwise in Europe @Bitwise_Europe]

Catch up with what happened in Bitcoin & Crypto this week in our latest Crypto Market Roundup.
Happy Friday!

#BitwiseInEurope #CryptoMarketRoundup

[Bitwise in Europe @Bitwise_Europe]

Bitcoin has fallen to a fresh four-month low of $61k. In this update note, we assess current valuation conditions across multiple models and outline key pricing paths to contextualise the road ahead.

Read the full report below.

[Bitwise in Europe @Bitwise_Europe]

Bitcoin recovered above $80k in May 2026 before stalling at the $80k–$85k bull-bear threshold and subsequently falling to $72k. ETP outflows, sovereign bond stress, and record hodling defined the month.

Read the full edition of our latest Bitcoin Macro Investor below.

[Bitwise in Europe @Bitwise_Europe]

Bitcoin fell ~4% below Strategy's cost basis as higher-for-longer rates cooled institutional demand.

HYPE printed fresh highs; sentiment neutral.

Read more in our latest weekly report 👇

[Bitwise in Europe @Bitwise_Europe]

Catch up with what happened in Bitcoin & Crypto this week in our latest Crypto Market Roundup.
Happy Friday!

#BitwiseInEurope #CryptoMarketRoundup

[Bitwise in Europe @Bitwise_Europe]

Bitcoin trades below its historical MVRV mean while the NASDAQ 100's price-to-book sits near record highs - one of the widest valuation gaps on record.

Discover more in our latest Crypto Market Compass below.

[_Checkmate 🟠🔑⚡☢️🛢️ @_Checkmatey_]

Really enjoyed this pod with @pahueg, talking everything from the fourth turning world we're living through, to Bitcoin, to commodities, and we even discuss the lore of Satoshi!

Enjoy!

[_Checkonchain @_checkonchain]

A major feature of the 2025-26 Bitcoin bear market was the scale of long-dormant supply returning to circulation.

Across 2024 and 2025, more than 1.3M BTC held for 5+ years were revived onchain, representing over $110B in rotated capital.

Historically, this type of behaviour tends to cluster around major cycle transitions, as experienced holders distribute supply into strong market demand.

The chart below shows just how large that wave of revived supply became throughout the cycle.

If you want to understand how this Bitcoin bear market actually unfolded beneath the surface, download The Bitcoin Checkpoint → https://t.co/Oa3FlKZZNI

[_Checkmate 🟠🔑⚡☢️🛢️ @_Checkmatey_]

I am very proud to publish the second edition of The Bitcoin Checkpoint report in partnership with @unchained.

It lays out my prevailing thesis for this bear market, how we got here, how low we may go, and what bottom formation looks like mechanically.
https://t.co/rHzK5PFDxH

[Bitwise in Europe @Bitwise_Europe]

https://t.co/CCBpOuQp4B

[Bitwise in Europe @Bitwise_Europe]

#Bitcoin shows resilience amid macro volatility, rising inflation, and oil shocks. Improving liquidity, strong demand, and on-chain signals point to a potential market inflection.

Read the full edition of our latest Bitcoin Macro Investor below👇

[Bitwise in Europe @Bitwise_Europe]

𝗖𝗮𝘁𝗰𝗵 𝘂𝗽 𝗼𝗻 𝘄𝗵𝗮𝘁 𝗵𝗮𝗽𝗽𝗲𝗻𝗲𝗱 𝗶𝗻 𝗯𝗶𝘁𝗰𝗼𝗶𝗻 & 𝗰𝗿𝘆𝗽𝘁𝗼 𝘁𝗵𝗶𝘀 𝘄𝗲𝗲𝗸 𝘄𝗶𝘁𝗵 𝗼𝘂𝗿 𝗹𝗮𝘁𝗲𝘀𝘁 𝗖𝗿𝘆𝗽𝘁𝗼 𝗠𝗮𝗿𝗸𝗲𝘁 𝗥𝗼𝘂𝗻𝗱𝘂𝗽.

Happy Friday!

#BitwiseInEurope #CryptoMarketRoundup

[Bitwise in Europe @Bitwise_Europe]

🔴NEW REPORT🔴

In our latest Market Espresso, we examine Bitcoin valuation models across price, production cost, and investor positioning, combining them into a composite view of the market and its relative valuation.

Read the full report below👇

[Bitwise in Europe @Bitwise_Europe]

Crypto outperforms as institutional #Bitcoin demand surges, sentiment improves, and key $80k levels signal a potential shift in market dynamics.

Discover more in our latest Crypto Market Compass below👇

[Bitwise in Europe @Bitwise_Europe]

𝗖𝗮𝘁𝗰𝗵 𝘂𝗽 𝗼𝗻 𝘄𝗵𝗮𝘁 𝗵𝗮𝗽𝗽𝗲𝗻𝗲𝗱 𝗶𝗻 𝗯𝗶𝘁𝗰𝗼𝗶𝗻 & 𝗰𝗿𝘆𝗽𝘁𝗼 𝘁𝗵𝗶𝘀 𝘄𝗲𝗲𝗸 𝘄𝗶𝘁𝗵 𝗼𝘂𝗿 𝗹𝗮𝘁𝗲𝘀𝘁 𝗖𝗿𝘆𝗽𝘁𝗼 𝗠𝗮𝗿𝗸𝗲𝘁 𝗥𝗼𝘂𝗻𝗱𝘂𝗽.

Happy Friday!

#BitwiseInEurope #CryptoMarketRoundup

[Bitwise in Europe @Bitwise_Europe]

🔴NEW REPORT🔴

In our latest Market Espresso, we examine the relationship between corporate Bitcoin treasury accumulation and Bitcoin performance, focusing on Strategy’s balance growth and purchase announcements.