Point of view: Why does crypto never build anything lasting? 🧐
The industry lives in an endless 18-month loop:
Narrative → Capital → Death. ☠️
NFTs in 2021, DeFi in 2022, AI agents in 2023–24, and now prediction markets — projects keep pivoting just to survive. Real infrastructure takes 3–5 years, but attention and funding vanish in months.
💸 VCs chase hype, not completion. They fund hot ideas, not finished products — because an unfinished one still has “infinite potential.” Pivoting has become a business model.
👨💻 Only Bitcoin and Ethereum were built outside this hype machine.
Today, whoever markets faster wins — even if the code is worse.
Crypto doesn’t reward builders. It rewards storytellers 📖
The industry lives in an endless 18-month loop:
Narrative → Capital → Death. ☠️
NFTs in 2021, DeFi in 2022, AI agents in 2023–24, and now prediction markets — projects keep pivoting just to survive. Real infrastructure takes 3–5 years, but attention and funding vanish in months.
💸 VCs chase hype, not completion. They fund hot ideas, not finished products — because an unfinished one still has “infinite potential.” Pivoting has become a business model.
👨💻 Only Bitcoin and Ethereum were built outside this hype machine.
Today, whoever markets faster wins — even if the code is worse.
Crypto doesn’t reward builders. It rewards storytellers 📖
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Crypto soothsayer
💸 FTX May Not Refund Users from 49 Jurisdictions FTX may block refunds to users from 49 regions, including Russia, Iran, and even North Korea (wait, there were legal users there, not just “Lazarus?” 🤔). 📊 A staggering 82% of affected claims come from Chinese…
⚖️ FTX backs off from plan to block payouts to “restricted” countries
The exchange has withdrawn its motion that would’ve denied withdrawals to users from China, Russia, Syria, Pakistan, Saudi Arabia, and other “problematic” jurisdictions. 🧐
📄 Under the proposed rule, these countries would be labeled restricted, and creditors would have 45 days to object — otherwise, their claims would be erased and funds redistributed.
💥 After strong backlash from creditors — including 300 Chinese users who filed a lawsuit — FTX decided to drop the plan.
For once, it looks like the community pressure actually worked 🙌
The exchange has withdrawn its motion that would’ve denied withdrawals to users from China, Russia, Syria, Pakistan, Saudi Arabia, and other “problematic” jurisdictions. 🧐
📄 Under the proposed rule, these countries would be labeled restricted, and creditors would have 45 days to object — otherwise, their claims would be erased and funds redistributed.
💥 After strong backlash from creditors — including 300 Chinese users who filed a lawsuit — FTX decided to drop the plan.
For once, it looks like the community pressure actually worked 🙌
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🩸 Bitcoin drops below $100K for the first time in 4 months!
BTC has broken a key psychological level, falling under $100,000 amid growing market pressure. 📉
The move triggered panic across the market, with traders bracing for further volatility.
Looks like the bulls just lost another major line of defense 😬
BTC has broken a key psychological level, falling under $100,000 amid growing market pressure. 📉
The move triggered panic across the market, with traders bracing for further volatility.
Looks like the bulls just lost another major line of defense 😬
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Bitcoin is oversold again 👀
According to Santiment, BTC has entered another oversold zone amid its latest drop.
📉 Analysts note a growing divergence between Bitcoin and the S&P 500 — while the S&P fell only 1.6%, BTC’s decline was much sharper.
Historically, such decoupling often preceded crypto rebounds as traditional markets recovered…
But for now, with BTC below $100K, there’s still no sign of a bounce 😢
According to Santiment, BTC has entered another oversold zone amid its latest drop.
📉 Analysts note a growing divergence between Bitcoin and the S&P 500 — while the S&P fell only 1.6%, BTC’s decline was much sharper.
Historically, such decoupling often preceded crypto rebounds as traditional markets recovered…
But for now, with BTC below $100K, there’s still no sign of a bounce 😢
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📉 Bitcoin just had its second-worst day of 2025
BTC plunged from $107K to $99K, marking one of the sharpest daily drops this year.
Now we’re seeing a small rebound to around $102K, but price action has stalled — suggesting it might just be a dead cat bounce 🐈⬛
Volatility’s back, and the bears don’t look done yet 😬
BTC plunged from $107K to $99K, marking one of the sharpest daily drops this year.
Now we’re seeing a small rebound to around $102K, but price action has stalled — suggesting it might just be a dead cat bounce 🐈⬛
Volatility’s back, and the bears don’t look done yet 😬
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🐃 Bullish signal from Jim Cramer
Jim Cramer just declared that “everything consumer-related has entered bear market territory… unbelievable reversal.”
Given his legendary status as a reverse indicator, the crypto crowd on X is celebrating — if Cramer’s bearish, maybe things are about to turn bullish 👀
Looks like the market just got its favorite kind of signal — an Inverse Cramer alert 🚨
Jim Cramer just declared that “everything consumer-related has entered bear market territory… unbelievable reversal.”
Given his legendary status as a reverse indicator, the crypto crowd on X is celebrating — if Cramer’s bearish, maybe things are about to turn bullish 👀
Looks like the market just got its favorite kind of signal — an Inverse Cramer alert 🚨
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Arthur Hayes: “The money printer is coming — and Bitcoin will moon” 🚀
In his new essay, Arthur Hayes predicts that the Fed will soon restart money printing, which will send BTC “to the moon.” 🌕
He warns of upcoming volatility due to a potential U.S. government shutdown, and says many traders still rely on outdated 4-year cycle models, causing them to sell too early. 🤷
According to Hayes, the next big move won’t follow the old playbook — it’ll rewrite it 💥
In his new essay, Arthur Hayes predicts that the Fed will soon restart money printing, which will send BTC “to the moon.” 🌕
He warns of upcoming volatility due to a potential U.S. government shutdown, and says many traders still rely on outdated 4-year cycle models, causing them to sell too early. 🤷
According to Hayes, the next big move won’t follow the old playbook — it’ll rewrite it 💥
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🧠 Crowd in Panic, Institutions Keep Buying — Bitwise Expects New BTC ATH
Bitcoin has once again dropped below $100K, and talk of a new “crypto winter” is spreading fast. But Bitwise CIO Matt Hougan believes the opposite — the market is close to its bottom.
📊 Key points from Bitwise’s CIO:
▪️Retail investors are in “max desperation” mode — panic selling, liquidations, and exits from the market.
▪️ Meanwhile, institutions keep accumulating BTC and investing in spot ETFs.
▪️Inflows to IBIT, FBTC, and GBTC remain positive, and the new Solana ETF (BSOL) raised $400M in its first week despite the market drop.
💬 Bitwise forecast:
🔸“We’re near the bottom — sellers are exhausted, buyers are holding.”
🔸A new Bitcoin ATH could come by year-end: realistic target — $125K–130K, optimistic — up to $150K.
Hougan insists: no crypto winter ahead — the next leg up is coming. 🚀
Bitcoin has once again dropped below $100K, and talk of a new “crypto winter” is spreading fast. But Bitwise CIO Matt Hougan believes the opposite — the market is close to its bottom.
📊 Key points from Bitwise’s CIO:
▪️Retail investors are in “max desperation” mode — panic selling, liquidations, and exits from the market.
▪️ Meanwhile, institutions keep accumulating BTC and investing in spot ETFs.
▪️Inflows to IBIT, FBTC, and GBTC remain positive, and the new Solana ETF (BSOL) raised $400M in its first week despite the market drop.
💬 Bitwise forecast:
🔸“We’re near the bottom — sellers are exhausted, buyers are holding.”
🔸A new Bitcoin ATH could come by year-end: realistic target — $125K–130K, optimistic — up to $150K.
Hougan insists: no crypto winter ahead — the next leg up is coming. 🚀
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🕵️♂️ CZ and Binance ready to ride the privacy coin wave?
Binance-backed Aster DEX, actively promoted by CZ, just announced plans to launch a public privacy-focused blockchain with zero gas fees . ✔️💵
Seems like CZ might be quietly preparing to enter the privacy narrative 🥷.
Binance-backed Aster DEX, actively promoted by CZ, just announced plans to launch a public privacy-focused blockchain with zero gas fees . ✔️💵
Seems like CZ might be quietly preparing to enter the privacy narrative 🥷.
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📊 Bitcoin demand hits new all-time high
🔎 According to CryptoQuant, buyer demand for BTC has surged to record levels — around 350,000 BTC were purchased in the past month.
📝 At the same time, Bloomberg reports that long-term holders sold roughly 400,000 BTC, sparking concerns among traders.
However, Glassnode explains this as a natural “redistribution” — older investors are selling coins to new market participants.
💡 Experts suggest the situation isn’t as alarming as it seems — the market may simply be rotating liquidity, not entering a new sell-off phase.
🔎 According to CryptoQuant, buyer demand for BTC has surged to record levels — around 350,000 BTC were purchased in the past month.
📝 At the same time, Bloomberg reports that long-term holders sold roughly 400,000 BTC, sparking concerns among traders.
However, Glassnode explains this as a natural “redistribution” — older investors are selling coins to new market participants.
💡 Experts suggest the situation isn’t as alarming as it seems — the market may simply be rotating liquidity, not entering a new sell-off phase.
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🚀 ZEC > $500!
Zcash just shocked the market — the coin jumped another 20% in the last 24 hours, breaking above $500.
👀 Arthur Hayes is once again full of optimism, claiming the next target is ZEC = $1000!
Zcash just shocked the market — the coin jumped another 20% in the last 24 hours, breaking above $500.
👀 Arthur Hayes is once again full of optimism, claiming the next target is ZEC = $1000!
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🇺🇸 Miami Mayor Reports 300% Profit from His Bitcoin Salary!
🌴 Miami Mayor Francis Suarez revealed on Fox Business that his Bitcoin-denominated salary brought him a 300% return. He began receiving BTC payments when the price was around $30,000.
- Suarez said, emphasizing the long-term value of an asset with a transparent and trusted issuance system.
Suarez started taking his salary in Bitcoin back in 2021, becoming the first U.S. official to do so. He’s been a vocal supporter of crypto since 2020 and holds both BTC and ETH in his portfolio.
🌴 Miami Mayor Francis Suarez revealed on Fox Business that his Bitcoin-denominated salary brought him a 300% return. He began receiving BTC payments when the price was around $30,000.
“Now it’s up 300%. When Bitcoin hit $120K, it was nearly 400%. I’m not worried about daily volatility",
- Suarez said, emphasizing the long-term value of an asset with a transparent and trusted issuance system.
Suarez started taking his salary in Bitcoin back in 2021, becoming the first U.S. official to do so. He’s been a vocal supporter of crypto since 2020 and holds both BTC and ETH in his portfolio.
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🗓 U.S. Government Shutdown Becomes the Longest in History
The ongoing U.S. government shutdown has officially set a new record — 36 days and counting, with no resolution yet in sight. 👀
This prolonged deadlock is fueling uncertainty in financial markets, adding pressure on the dollar and strengthening the narrative for decentralized and non-sovereign assets like Bitcoin.
The ongoing U.S. government shutdown has officially set a new record — 36 days and counting, with no resolution yet in sight. 👀
This prolonged deadlock is fueling uncertainty in financial markets, adding pressure on the dollar and strengthening the narrative for decentralized and non-sovereign assets like Bitcoin.
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🧐 Wintermute: Liquidity Exists — Just Not in Crypto
According to a new Wintermute report, the crypto market is stuck in a self-financing loop — money keeps circulating inside the ecosystem, but fresh capital isn’t coming in.
📉 What’s happening:
🔸 Inflows through stablecoins, ETFs, and digital treasuries (DATs) have plateaued.
🔸 Global liquidity is high and central banks are easing, but the 5%+ SOFR rate keeps capital locked in bonds.
🔸 Within crypto, funds just rotate — BTC → ETH → alts → back, fueling short rallies and volatility from liquidations, not real trend growth.
💰 Key figures:
• Stablecoin cap rose from $140B to $290B since 2024 but stalled.
• ETF + DAT capital jumped from $40B to $270B, also flat.
🚀 New cycle triggers:
1️⃣ Fresh stablecoin issuance
2️⃣ New inflows into crypto ETFs
3️⃣ Growth in DAT/tokenized fund issuance
According to a new Wintermute report, the crypto market is stuck in a self-financing loop — money keeps circulating inside the ecosystem, but fresh capital isn’t coming in.
📉 What’s happening:
🔸 Inflows through stablecoins, ETFs, and digital treasuries (DATs) have plateaued.
🔸 Global liquidity is high and central banks are easing, but the 5%+ SOFR rate keeps capital locked in bonds.
🔸 Within crypto, funds just rotate — BTC → ETH → alts → back, fueling short rallies and volatility from liquidations, not real trend growth.
💰 Key figures:
• Stablecoin cap rose from $140B to $290B since 2024 but stalled.
• ETF + DAT capital jumped from $40B to $270B, also flat.
🚀 New cycle triggers:
1️⃣ Fresh stablecoin issuance
2️⃣ New inflows into crypto ETFs
3️⃣ Growth in DAT/tokenized fund issuance
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🎰 Top traders wiped out on HyperLiquid
Seven well-known traders lost tens of millions on the HyperLiquid platform, erasing record profits due to overleveraged positions 💀
🔸 Machi Big Brother: +$44.8M → −$14.9M
🔸 Trader with 14-win streak: +$33M → −$30.2M
🔸 James Winn: +$87M → −$21.9M
🔸 Aguila Trades: +$41.7M → −$37.6M
🔸 Gambler: +$26M → −$28.8M
🔸 Anonymous trader: lost over $45M — the largest loss
🔸 Low-stack degen: $125K → +$43M → −$180K
These collapses highlight the brutal side of leverage — even the best-performing traders can lose everything in hours when the market turns. 🤷
Seven well-known traders lost tens of millions on the HyperLiquid platform, erasing record profits due to overleveraged positions 💀
🔸 Machi Big Brother: +$44.8M → −$14.9M
🔸 Trader with 14-win streak: +$33M → −$30.2M
🔸 James Winn: +$87M → −$21.9M
🔸 Aguila Trades: +$41.7M → −$37.6M
🔸 Gambler: +$26M → −$28.8M
🔸 Anonymous trader: lost over $45M — the largest loss
🔸 Low-stack degen: $125K → +$43M → −$180K
These collapses highlight the brutal side of leverage — even the best-performing traders can lose everything in hours when the market turns. 🤷
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📉 The market is down by half
🔎Galaxy Research reports that 72 of the top 100 cryptocurrencies have fallen by over 50% from their all-time highs.
A familiar scene — pain in the market, coins on discount, and everyone whispering “time to buy the dip.” 🧐
Perfect moment to average in… if only there were funds left 🤷
🔎Galaxy Research reports that 72 of the top 100 cryptocurrencies have fallen by over 50% from their all-time highs.
A familiar scene — pain in the market, coins on discount, and everyone whispering “time to buy the dip.” 🧐
Perfect moment to average in… if only there were funds left 🤷
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Buyers coming back? 👀
Over the past 24 hours, Bitcoin whales have accumulated 10,000 BTC — about $1 billion worth of coins, according to on-chain data. 🔗
At the same time, BTC is struggling to stay above $100K, with bulls and bears locked in a tight battle. Whales seem to be quietly buying the dip 🐋
Over the past 24 hours, Bitcoin whales have accumulated 10,000 BTC — about $1 billion worth of coins, according to on-chain data. 🔗
At the same time, BTC is struggling to stay above $100K, with bulls and bears locked in a tight battle. Whales seem to be quietly buying the dip 🐋
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🥴 Bitcoin briefly dips below $100K again
BTC once again slipped under the $100,000 mark, though the drop was short-lived. The market’s main crypto is now fighting to reclaim six digits, with volatility heating up across exchanges.
Traders are closely watching whether bulls can push the price back above $100K — or if this is the start of a deeper correction 📉👀
BTC once again slipped under the $100,000 mark, though the drop was short-lived. The market’s main crypto is now fighting to reclaim six digits, with volatility heating up across exchanges.
Traders are closely watching whether bulls can push the price back above $100K — or if this is the start of a deeper correction 📉👀
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Crypto soothsayer
🥴 Bitcoin briefly dips below $100K again BTC once again slipped under the $100,000 mark, though the drop was short-lived. The market’s main crypto is now fighting to reclaim six digits, with volatility heating up across exchanges. Traders are closely watching…
📉 Déjà vu for Bitcoin?
The current BTC correction looks eerily similar to the February drop, which also followed rising US–China trade tensions.
⚪️ Over the past 30 days, Bitcoin has fallen 22% below its ATH.
🔵 Back then, it took 79 days and a 30% decline to find the bottom.
If history repeats itself, we might be only halfway through this correction ⏳
The current BTC correction looks eerily similar to the February drop, which also followed rising US–China trade tensions.
⚪️ Over the past 30 days, Bitcoin has fallen 22% below its ATH.
🔵 Back then, it took 79 days and a 30% decline to find the bottom.
If history repeats itself, we might be only halfway through this correction ⏳
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