๐ Saylor be like: โBTC -90%? Still buying.โ
๐ Michael Saylor is in full diamond hands mode. In a Fox Business interview, he stated that Strategy can comfortably survive an 80โ90% Bitcoin crash and keep operating as if nothing happened.
Key points:
โข Strategy holds 649,870 BTC, purchased since 2020 for $48.37B at an average of $74,433 per BTC.
โข Saylor claims BTC volatility is dropping โ from 80% in 2020 to ~50% now, and expected to decrease further as institutional investors arrive.
โข Expected BTC returns still outperform the S&P 500, according to him.
โข MSTR shares have dropped over 40% since BTCโs all-time high, but the company keeps buying daily, using various types of shares.
Saylor: โWe are not selling. We bought every day last week.โ
Classic diamond hands. ๐ผ๐งฑ๐
๐ Michael Saylor is in full diamond hands mode. In a Fox Business interview, he stated that Strategy can comfortably survive an 80โ90% Bitcoin crash and keep operating as if nothing happened.
Key points:
โข Strategy holds 649,870 BTC, purchased since 2020 for $48.37B at an average of $74,433 per BTC.
โข Saylor claims BTC volatility is dropping โ from 80% in 2020 to ~50% now, and expected to decrease further as institutional investors arrive.
โข Expected BTC returns still outperform the S&P 500, according to him.
โข MSTR shares have dropped over 40% since BTCโs all-time high, but the company keeps buying daily, using various types of shares.
Saylor: โWe are not selling. We bought every day last week.โ
Classic diamond hands. ๐ผ๐งฑ๐
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๐ BlackRock Bitcoin ETF Hits Record Outflow
BlackRockโs iShares Bitcoin Trust (IBIT) saw its largest single-day outflow since its January 2024 launch, with $523M withdrawn on Nov 19, surpassing last weekโs $463M. The fund remains the worldโs largest spot BTC ETF, holding around $73B in assets. ๐ฐ
Sustained outflows since late October have totaled $2.19B for November so far. When investors redeem ETF shares, managers must sell the equivalent amount of underlying Bitcoin, creating additional market pressure. ๐ฌ๐ธ
BlackRockโs iShares Bitcoin Trust (IBIT) saw its largest single-day outflow since its January 2024 launch, with $523M withdrawn on Nov 19, surpassing last weekโs $463M. The fund remains the worldโs largest spot BTC ETF, holding around $73B in assets. ๐ฐ
Sustained outflows since late October have totaled $2.19B for November so far. When investors redeem ETF shares, managers must sell the equivalent amount of underlying Bitcoin, creating additional market pressure. ๐ฌ๐ธ
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๐ Alts Showing Unexpected Strength vs. Bitcoin โ Glassnode
Despite last weekโs market dip, altcoins suddenly decided to hit the gym. ๐ช
๐ Glassnode reports that most alt sectors outperformed BTC, showing unusual relative strength while Bitcoin dragged its feet.
This is some kind of twisted alt-season, but itโs all weโve got ๐, with alts holding up better than the king itself. ๐๐ฅ
Despite last weekโs market dip, altcoins suddenly decided to hit the gym. ๐ช
๐ Glassnode reports that most alt sectors outperformed BTC, showing unusual relative strength while Bitcoin dragged its feet.
This is some kind of twisted alt-season, but itโs all weโve got ๐, with alts holding up better than the king itself. ๐๐ฅ
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๐ฑGana Payment Just Went to Zero
Rough morning for Gana Payment: the project was hit by a $3.1M exploit, with attackers draining BNB from the protocol and quickly washing it through Tornado Cash. ๐ฅท
๐ The token didnโt survive the blow โ it instantly collapsed almost zero.
Not the kind of โresetโ holders were hoping for todayโฆ ๐คท
Rough morning for Gana Payment: the project was hit by a $3.1M exploit, with attackers draining BNB from the protocol and quickly washing it through Tornado Cash. ๐ฅท
๐ The token didnโt survive the blow โ it instantly collapsed almost zero.
Not the kind of โresetโ holders were hoping for todayโฆ ๐คท
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๐ฎ๐ณ India Prepares Its Own Rupee-Backed Stablecoin: ARC
๐ India is getting ready to launch ARC, a fully backed rupee-pegged stablecoin designed to work alongside the RBIโs digital rupee in a strict two-tier system.
The plan is simple:
โช๏ธStop liquidity from flowing into dollar stablecoins
โช๏ธKeep capital and innovation inside the country
โช๏ธBoost demand for government bonds through secure, regulated backing
If all goes according to plan, ARC will debut in Q1 2026, marking Indiaโs first major step into a sovereign-controlled stablecoin ecosystem.
๐ India is getting ready to launch ARC, a fully backed rupee-pegged stablecoin designed to work alongside the RBIโs digital rupee in a strict two-tier system.
The plan is simple:
โช๏ธStop liquidity from flowing into dollar stablecoins
โช๏ธKeep capital and innovation inside the country
โช๏ธBoost demand for government bonds through secure, regulated backing
If all goes according to plan, ARC will debut in Q1 2026, marking Indiaโs first major step into a sovereign-controlled stablecoin ecosystem.
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๐ New Season of the AI Trading Tournament
The battle of trading bots is back! โ๏ธ
Last season, Chinese AI models took the crown with the strongest profitability.
๐ฐ This time, early leadership surprisingly goes to Gemini โ the same model that nearly wiped its deposit in Season 1.
Maybe it finally learned somethingโฆ or maybe weโre in for another spectacular meltdown. ๐
The battle of trading bots is back! โ๏ธ
Last season, Chinese AI models took the crown with the strongest profitability.
๐ฐ This time, early leadership surprisingly goes to Gemini โ the same model that nearly wiped its deposit in Season 1.
Maybe it finally learned somethingโฆ or maybe weโre in for another spectacular meltdown. ๐
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๐ Bitcoin Just Did a Vertical Dive to $82,000!
The market decided to play another round of โwho blinks first.โ ๐
Bitcoin suddenly plunged to $82K, accelerating an already shaky sell-off.
Liquidations are now close to $2 billion, with $1.8 billion in longs wiped out like a crypto-tsunami. ๐
The market decided to play another round of โwho blinks first.โ ๐
Bitcoin suddenly plunged to $82K, accelerating an already shaky sell-off.
Liquidations are now close to $2 billion, with $1.8 billion in longs wiped out like a crypto-tsunami. ๐
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๐ซ๐ณ Whales Have Left the Market
๐ According to on-chain data (CryptoQuant), whale activity has collapsed โ the big players have essentially left the market, and exhausted retail demand is pushing BTC lower.
๐ Without a rebound in institutional or retail inflows, Bitcoin is likely to remain under heavy pressure.
Everyoneโs goneโฆ and the only ones still selling are those who still have something left to sell ๐ฅด
๐ According to on-chain data (CryptoQuant), whale activity has collapsed โ the big players have essentially left the market, and exhausted retail demand is pushing BTC lower.
๐ Without a rebound in institutional or retail inflows, Bitcoin is likely to remain under heavy pressure.
Everyoneโs goneโฆ and the only ones still selling are those who still have something left to sell ๐ฅด
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๐ค CEO of CryptoQuant on the current BTC cycle
โข Classic cycle theory suggests Bitcoin could retrace to $56K, but this scenario is unlikely because large holders are not selling.
โข From an on-chain cycle perspective, the bull market officially peaked when BTC hit $100K.
โข The current price zone looks attractive for long-term spot accumulation.
โข Macro conditions and the need for fresh liquidity injections before mid-next year may support the market and improve sentiment at any moment.
โข Classic cycle theory suggests Bitcoin could retrace to $56K, but this scenario is unlikely because large holders are not selling.
โข From an on-chain cycle perspective, the bull market officially peaked when BTC hit $100K.
โข The current price zone looks attractive for long-term spot accumulation.
โข Macro conditions and the need for fresh liquidity injections before mid-next year may support the market and improve sentiment at any moment.
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๐ Bullish signal for crypto?
Jim Cramer has declared that โsomething is clearly wrong with Bitcoin,โ judging by its current price. He also believes many investors should exit their positions. ๐ง
But the crypto community views this as a contrarian bullish indicator: Cramer is famous for his reverse predictions, which often precede market moves in the opposite direction.
Is this another classic โInverse Cramerโ moment? ๐
Jim Cramer has declared that โsomething is clearly wrong with Bitcoin,โ judging by its current price. He also believes many investors should exit their positions. ๐ง
But the crypto community views this as a contrarian bullish indicator: Cramer is famous for his reverse predictions, which often precede market moves in the opposite direction.
Is this another classic โInverse Cramerโ moment? ๐
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Strategy Faces Possible Index Removal ๐
According to Bloomberg, Michael Saylorโs Strategy Inc. is at risk of being excluded from major indices like MSCI USA and Nasdaq 100 โ a decision is expected by January 15, 2026. โณ
Over the past six months, BTC fell ~23%, while Strategyโs stock dropped ~57%. ๐
If removed, the company could face $2.8B in outflows from MSCI-linked funds and up to $8.8B if other index providers follow.
Despite growing pressure, itโs unlikely Saylor will sell BTC โ the company can still rely on refinancing or issuing new debt backed by its Bitcoin reserves. But given current market conditionsโฆ anything is possible. ๐
According to Bloomberg, Michael Saylorโs Strategy Inc. is at risk of being excluded from major indices like MSCI USA and Nasdaq 100 โ a decision is expected by January 15, 2026. โณ
Over the past six months, BTC fell ~23%, while Strategyโs stock dropped ~57%. ๐
If removed, the company could face $2.8B in outflows from MSCI-linked funds and up to $8.8B if other index providers follow.
Despite growing pressure, itโs unlikely Saylor will sell BTC โ the company can still rely on refinancing or issuing new debt backed by its Bitcoin reserves. But given current market conditionsโฆ anything is possible. ๐
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๐ Despite massive FUD around Strategy and Saylor, demand is rising
Even with all the panic and negative sentiment surrounding Strategy, the company just posted a 50% weekly increase in sales of its fixed-income, Bitcoin-backed credit products. ๐ง
In other words โ while everyone screams doom, institutional buyers are quietly loading up on Saylorโs BTC-collateralized yield instruments. ๐ฐ๐
Even with all the panic and negative sentiment surrounding Strategy, the company just posted a 50% weekly increase in sales of its fixed-income, Bitcoin-backed credit products. ๐ง
In other words โ while everyone screams doom, institutional buyers are quietly loading up on Saylorโs BTC-collateralized yield instruments. ๐ฐ๐
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๐ Zcash Forms a McDonaldโs Pattern โ Crashes Back to $500
Zcash just repeated its classic โMcDonaldโs patternโ on the chart โ a sharp pump followed by an equally sharp dump.
The coin was slammed back down to $500, erasing the recent spike as quickly as it appeared.
ZEC once again proves its reputation as a volatile asset where every rally ends up looking like a fast-food logo ๐
Zcash just repeated its classic โMcDonaldโs patternโ on the chart โ a sharp pump followed by an equally sharp dump.
The coin was slammed back down to $500, erasing the recent spike as quickly as it appeared.
ZEC once again proves its reputation as a volatile asset where every rally ends up looking like a fast-food logo ๐
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๐ Hereโs what the Bitcoin Burger menu from Steak โn Shake looks like
Steak โn Shake has rolled out a special Bitcoin Burger, leaning fully into crypto-culture.
Their promo slogan: โyou wish you had three handsโ โ hinting at just how stacked this burger is. ๐
Crypto-themed fast-food marketing is clearly not slowing down. Who knew the next bull signal might come from a burger joint? ๐๐
Steak โn Shake has rolled out a special Bitcoin Burger, leaning fully into crypto-culture.
Their promo slogan: โyou wish you had three handsโ โ hinting at just how stacked this burger is. ๐
Crypto-themed fast-food marketing is clearly not slowing down. Who knew the next bull signal might come from a burger joint? ๐๐
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๐ป Market sentiment turns extremely bearish
Social sentiment around Bitcoin plummeted this weekend to its lowest level since December 11, 2023 (according to Santiment). ๐ง
Across X, Reddit, Telegram and other platforms, retail traders appear to be capitulating, and panic-selling has reached levels not seen in almost two years. ๐
But there are early signs of stabilization:
๐น Bitcoin has recovered back to ~$86,000
๐น Growth is slow, but still better than further decline
๐น The Fear & Greed Index has inched up โ though it remains in Extreme Fear at 19
Historically, extreme fear often signals that the market may be near exhaustion of sellers. Letโs see if this becomes another turning point. โณ
Social sentiment around Bitcoin plummeted this weekend to its lowest level since December 11, 2023 (according to Santiment). ๐ง
Across X, Reddit, Telegram and other platforms, retail traders appear to be capitulating, and panic-selling has reached levels not seen in almost two years. ๐
But there are early signs of stabilization:
๐น Bitcoin has recovered back to ~$86,000
๐น Growth is slow, but still better than further decline
๐น The Fear & Greed Index has inched up โ though it remains in Extreme Fear at 19
Historically, extreme fear often signals that the market may be near exhaustion of sellers. Letโs see if this becomes another turning point. โณ
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๐ธ Winklevoss Brothers Keep Moving Bitcoin Out
๐ Throughout all of 2025, funds have been actively flowing out of the Bitcoin address linked to the Winklevoss brothers โ and the outflows have only accelerated over the past month (Arkham).
The twins, early crypto pioneers and founders of Winklevoss Capital, have already realized over $1B in total profits from their BTC holdings. ๐ฐ
For now, it looks like the trend continues: steady, increasing withdrawals from one of the industryโs most iconic whale wallets.
๐ Throughout all of 2025, funds have been actively flowing out of the Bitcoin address linked to the Winklevoss brothers โ and the outflows have only accelerated over the past month (Arkham).
The twins, early crypto pioneers and founders of Winklevoss Capital, have already realized over $1B in total profits from their BTC holdings. ๐ฐ
For now, it looks like the trend continues: steady, increasing withdrawals from one of the industryโs most iconic whale wallets.
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๐ช Wall Street Cuts $5.4B in Strategy (MSTR) โ Pressure Intensifies
Several major institutions โ including Capital International, Vanguard, BlackRock, and Fidelity โ collectively slashed their Strategy (MSTR) positions by ~$5.4B in Q3 2025, each reducing exposure by more than $1B. ๐
Over the past month, Strategyโs market cap has already fallen 41%. ๐
Even internally things look shaky: EVP Shao Wei-Min sold 58,004 MSTR shares worth $13M in the past 10 days. ๐
Concerns are escalating as Strategy may be removed from major stock indices, forcing index funds to sell and increasing market pressure. Supporters of BTC and Strategy are now calling to boycott JPMorgan, which highlighted the potential exclusions.
Strategy appears to be walking on thin ice โ and the market is reacting accordingly. โธ
Several major institutions โ including Capital International, Vanguard, BlackRock, and Fidelity โ collectively slashed their Strategy (MSTR) positions by ~$5.4B in Q3 2025, each reducing exposure by more than $1B. ๐
Over the past month, Strategyโs market cap has already fallen 41%. ๐
Even internally things look shaky: EVP Shao Wei-Min sold 58,004 MSTR shares worth $13M in the past 10 days. ๐
Concerns are escalating as Strategy may be removed from major stock indices, forcing index funds to sell and increasing market pressure. Supporters of BTC and Strategy are now calling to boycott JPMorgan, which highlighted the potential exclusions.
Strategy appears to be walking on thin ice โ and the market is reacting accordingly. โธ
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๐ฎ A Polymarket trader is farming near-riskless profits
On Polymarket, users spotted a trader with an almost 100% win rate. His strategy is extremely simple: he enters markets in the final seconds, when the outcome is already essentially decided, but thereโs still a tiny โinertia yieldโ of 0.1โ1% left. ๐ฐ
According to his profile, Sharky6999 has made ~$113K in the last month using these micro-trades, and over $425K since the start of 2025 โ while also holding several larger positions earning 30โ40%.
Sometimes the best alpha is just pressing the button at the right second. โณ๐ง
On Polymarket, users spotted a trader with an almost 100% win rate. His strategy is extremely simple: he enters markets in the final seconds, when the outcome is already essentially decided, but thereโs still a tiny โinertia yieldโ of 0.1โ1% left. ๐ฐ
According to his profile, Sharky6999 has made ~$113K in the last month using these micro-trades, and over $425K since the start of 2025 โ while also holding several larger positions earning 30โ40%.
Sometimes the best alpha is just pressing the button at the right second. โณ๐ง
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