The Oct 10 deleveraging was the biggest in history. Bitcoin fell while Gold rose, breaking the narrative.
But Tom Lee says that shakeout was necessary.
Leverage is gone and speculation is dead.
Now, BTC is surging with oil, holding $70K, and reemerging as a store of value.
🦏 "There will probably be a super-cycle for Bitcoin in 2026." - Changpeng Zhao
Anthony Pompliano: "Bitcoin is acting as global insurance."
Pomp lays out why Bitcoin is holding strong right now.
Bitcoin is global insurance.
When chaos rises, capital moves into assets that cannot be frozen or shut down. Bitcoin increasingly fills that role.
As US and Israeli airstrikes hit Iran this week, Bitcoin outflows to self-custody surged 700%.
Our COO Hector Alvero explains how Iranians rushed to escape collapsing banks by converting rial into Bitcoin.
When war shuts down payment networks, Bitcoin keeps moving.
🦏 Still here.
Still magic.
Still early.
Cathie Wood says the administration may be preparing major Bitcoin moves ahead of the midterms to lock in crypto voter support and avoid lame duck status.
🦏 "If Bitcoin holds to these levels, it's actually an advantage, as we are able to buy more." - Adam Back
🦏 Grant Cardone goes on FOX to explain how Bitcoin and Real Estate belong together.
He calls them opposites and that’s exactly why they are so perfect for each other.
Real estate is tangible, visible, and built to cash flow.
Bitcoin is digital, borderless, and liquid.
🦏 The mission is to separate money from the state, not to build a faster version of TradFi.
🦏 Former World Bank President warns that the Fed has become a "giant hedge fund"
He says the Federal Reserve has lost over $1T and counting, borrowing at 5.4% from banks and funneling it into government bonds.
This results in an artificial sense of fiscal stability while deficits continue to mount
🦏 With over $14T in AUM, BlackRock, the world’s largest asset manager, is still producing new Bitcoin educational content two years after launching its ETF.
🦏 When Bitcoin drops 50%, even veterans freeze up.
In this clip, Mark Moss admits he’s never sold a single sat… but still struggles to buy heavy at the bottom.
Scott Melker’s response?
“When everyone’s panic selling… I’m panic buying."
When the bull run is back...
🦏 "Bitcoin supply growth cannot accelerate." - Cathie Wood
🦏 Elastic fiat supply vs. fixed Bitcoin issuance.
The math is unavoidable.
🦏 Anthony Pompliano says the "monetary slingshot" is loading.
While short-term deflationary forces are strong at the moment, the underlying mechanics remain unchanged: devaluing currency acts as the ultimate fuel for Bitcoin.
🦏 First, one company shows conviction.
Then, to the rest, it becomes consensus.
🦏 "The Bitcoin whitepaper is one of the most elegantly written works ever." - Chamath Palihapitiya
🦏 Words matter.
Bad framing creates bad conclusions.
Proper framing endures.
🦏 "All major banks are announcing their support for Bitcoin" - Michael Saylor
🦏 The altcoin graveyard expands by the day. Bitcoin remains untouched.
🦏 Most quit before the climb gets good.
We are proud to be supporting the inaugural Women of Bitcoin Summit and the amazing team organizing this groundbreaking event. This free virtual summit will empower and educate women globally about Bitcoin, and it will provide a wealth of knowledge for all who attend.
womenofbitcoin.io
People don’t question money until something feels off.
Prices rise
Savings stretch less
Plans quietly get delayed
The Women of Bitcoin Summit exists for this exact moment. To help women understand why money works the way it does, before jumping to solutions.
Education first
womenofbitcoin.io
🦏 Gareth Soloway is impressed by Bitcoin's resilience yesterday and says it is due for a bounce.
🦏 Ben Cowen explains how this cycle is different, as Bitcoin has gone over 1,200 days without a 50% drawdown, the longest stretch in its history.
🦏 SEC Chair Paul Atkins says “the time is ripe” to allow Americans to invest in Bitcoin and crypto through their 401(k)s.
🦏🔍 REALIZED PRICE
Realized Price is one of Bitcoin’s most important on chain metrics.
It is calculated by valuing each UTXO at the price when it last moved, then averaging that value across all existing UTXOs.
This provides a clearer view of the average cost basis of all Bitcoin holders.
🦏 Anthony Pompliano goes on Fox News to explain that while everyone’s watching inflation, almost no one is pricing deflation.
AI is massively deflationary, tariffs were deflationary, and real inflation is likely under 2%.
This is having a huge impact on BTC price action.
A tumultuous Davos summit is wrapping up, once again built on the belief that a small group can design systems for billions of people from the top down.
Our COO Hector Alvero explains why Bitcoin takes the opposite approach, returning economic control to individuals.
