📉 Tom Lee softens his Bitcoin target — but stays bullish
Tom Lee has revised his year-end BTC forecast from $250k to $100k+ (🎥 original interview). He still believes Bitcoin can set a new ATH before December ends. 🚀
Key points from the interview:
• 10 October was “crypto Armageddon” — a pricing glitch triggered the largest mass auto-liquidation event in BTC history. Nearly 2M accounts were wiped, and one-third of market makers vanished.
• Because of this crash, crypto lost its role as a leading market indicator. Now it lags behind, while AI stocks have taken the lead.
• Despite the chaos, Lee insists the market remains bullish — Bitcoin typically makes its strongest moves in just 10 days per year, and those “best days” may still lie ahead.
Tom Lee has revised his year-end BTC forecast from $250k to $100k+ (🎥 original interview). He still believes Bitcoin can set a new ATH before December ends. 🚀
Key points from the interview:
• 10 October was “crypto Armageddon” — a pricing glitch triggered the largest mass auto-liquidation event in BTC history. Nearly 2M accounts were wiped, and one-third of market makers vanished.
• Because of this crash, crypto lost its role as a leading market indicator. Now it lags behind, while AI stocks have taken the lead.
• Despite the chaos, Lee insists the market remains bullish — Bitcoin typically makes its strongest moves in just 10 days per year, and those “best days” may still lie ahead.
👍7❤1🍾1
📉 New month, new dump
The first day of winter kicked off with another market drop:
▪️BTC ~ $86,500
▪️ETH ~ $2,841
▪️SOL ~ $127
What’s notable is the lack of major negative news. 👀
The only thing is that China tightened its policy toward cryptocurrencies, but this became known back on Saturday and didn’t trigger an immediate reaction. 🤷
It seems the market is once again showing that it doesn’t always need a reason to drop sharply — weak liquidity and a nervous open-interest structure are more than enough. 🤔
The first day of winter kicked off with another market drop:
▪️BTC ~ $86,500
▪️ETH ~ $2,841
▪️SOL ~ $127
What’s notable is the lack of major negative news. 👀
The only thing is that China tightened its policy toward cryptocurrencies, but this became known back on Saturday and didn’t trigger an immediate reaction. 🤷
It seems the market is once again showing that it doesn’t always need a reason to drop sharply — weak liquidity and a nervous open-interest structure are more than enough. 🤔
👍4🫡3
This media is not supported in your browser
VIEW IN TELEGRAM
😏 Elon Musk: Energy is the only real currency — and that’s why Bitcoin works
Key points from the interview:
🔸 Energy is the only true currency — it can’t be printed or mandated by law. That’s why, according to Musk, Bitcoin is built on energy.
🔸 In the future, AI + robots will eliminate scarcity, making traditional money obsolete — but energy will remain the core measure of value.
🔸 Systems based on energy have real, physical value, unlike fiat money backed only by trust.
Musk once again hints that Bitcoin’s strength comes from physics, not politics.
Key points from the interview:
🔸 Energy is the only true currency — it can’t be printed or mandated by law. That’s why, according to Musk, Bitcoin is built on energy.
🔸 In the future, AI + robots will eliminate scarcity, making traditional money obsolete — but energy will remain the core measure of value.
🔸 Systems based on energy have real, physical value, unlike fiat money backed only by trust.
Musk once again hints that Bitcoin’s strength comes from physics, not politics.
👀6
📉 The crypto market ends the month deep in the red
Bitcoin closed November with a significant drop, losing nearly 18% over the month — definitely not the “growth” we were hoping for 🥴
Ethereum fared even worse, falling over 21% in the same period. 🙀
Bitcoin closed November with a significant drop, losing nearly 18% over the month — definitely not the “growth” we were hoping for 🥴
Ethereum fared even worse, falling over 21% in the same period. 🙀
❤4👀4
OnlyFans model Sophie Rain has earned $95 million in just two years 🍓
And here we are still trying to just break even on altcoins 🤷
And here we are still trying to just break even on altcoins 🤷
😭12😁9👎1
🧸 Crypto Fear & Greed at Extreme Fear (24)
The market is sitting at 24, signaling Extreme Fear.
CZ reminds everyone: “It’s better to sell when there is maximum greed, and buy when there is maximum fear.” 🤷♂️
Meanwhile, Bitcoin has bounced back to $87,000 after dipping to $85,000 yesterday. 📈
Are you ready to buy when the market is scared? 👀
The market is sitting at 24, signaling Extreme Fear.
CZ reminds everyone: “It’s better to sell when there is maximum greed, and buy when there is maximum fear.” 🤷♂️
Meanwhile, Bitcoin has bounced back to $87,000 after dipping to $85,000 yesterday. 📈
Are you ready to buy when the market is scared? 👀
👍9
Altcoins Won’t Survive Without ETFs? 🙀
🤵♂️ CryptoQuant’s CEO warns that altcoin liquidity is fading fast, and only projects able to open new liquidity channels — especially through ETFs — may endure the market.
✔️ Altcoins with approved or pending ETF filings could hold a significant advantage.
Might be a good moment to review your portfolio and consider assets that already have — or may soon get — ETF support. 🤔
🤵♂️ CryptoQuant’s CEO warns that altcoin liquidity is fading fast, and only projects able to open new liquidity channels — especially through ETFs — may endure the market.
✔️ Altcoins with approved or pending ETF filings could hold a significant advantage.
Might be a good moment to review your portfolio and consider assets that already have — or may soon get — ETF support. 🤔
👍4👀2
📉 How Much Lower Can Bitcoin Go?
Peter Brandt notes that the upper boundary of Bitcoin’s lower logarithmic curve — a zone that has consistently acted as support — lies near $40,000. 👀
And that’s only the upper line… historically, BTC has fallen even deeper below it 🥴
But there’s another twist: in this cycle, Bitcoin also never reached the upper boundary of the curve 🤔
Peter Brandt notes that the upper boundary of Bitcoin’s lower logarithmic curve — a zone that has consistently acted as support — lies near $40,000. 👀
And that’s only the upper line… historically, BTC has fallen even deeper below it 🥴
But there’s another twist: in this cycle, Bitcoin also never reached the upper boundary of the curve 🤔
2👍7❤2
📈 Halving Cycles Broken? Experts Expect Bitcoin Growth in 2026
Both Grayscale and Bitwise claim the traditional four-year BTC cycle is shifting. While Bitcoin still follows the halving rhythm, analysts no longer expect a long bear market. Instead, they predict continued growth into 2026. 🚀
Historically, BTC rallies after halving, then enters a prolonged bearish phase. In this cycle (halving in April 2024), Bitcoin hit a new ATH at $126K exactly in line with past timing — yet the structure appears different. 🧐
Why the old model is breaking:
▪️ Institutions replaced miners — demand from ETFs and corporates is 7× stronger than halving supply cuts.
▪️ No bubble signs — growth has been steady, without the parabolic spikes of past cycles.
▪️ Macro influence — BTC now reacts to global economics; expected Fed easing in 6–9 months may support the trend.
Analysts say the cycle isn’t over — 2026 could bring another leg up. 👀📈
Both Grayscale and Bitwise claim the traditional four-year BTC cycle is shifting. While Bitcoin still follows the halving rhythm, analysts no longer expect a long bear market. Instead, they predict continued growth into 2026. 🚀
Historically, BTC rallies after halving, then enters a prolonged bearish phase. In this cycle (halving in April 2024), Bitcoin hit a new ATH at $126K exactly in line with past timing — yet the structure appears different. 🧐
Why the old model is breaking:
▪️ Institutions replaced miners — demand from ETFs and corporates is 7× stronger than halving supply cuts.
▪️ No bubble signs — growth has been steady, without the parabolic spikes of past cycles.
▪️ Macro influence — BTC now reacts to global economics; expected Fed easing in 6–9 months may support the trend.
Analysts say the cycle isn’t over — 2026 could bring another leg up. 👀📈
👍4🥱3❤2👎1💊1
🛠 Bitcoin Miners Face the Toughest Margins in History
With BTC’s price drop, the hashprice has fallen to a structural low of $35 per PH/s, while the median cost of production sits around $44 per PH/s.
Even miners with efficient hardware and cheap electricity are now hovering near break-even.
The payback period for the latest-generation rigs has surged to over 1000 days — a stark contrast to the 3–6 months typical during the 2017 bull run. 😳
The mining sector is entering one of its most challenging phases ever.
With BTC’s price drop, the hashprice has fallen to a structural low of $35 per PH/s, while the median cost of production sits around $44 per PH/s.
Even miners with efficient hardware and cheap electricity are now hovering near break-even.
The payback period for the latest-generation rigs has surged to over 1000 days — a stark contrast to the 3–6 months typical during the 2017 bull run. 😳
The mining sector is entering one of its most challenging phases ever.
👍3❤2
🐻 Another Bear Calls for a Drop to $50K
🔎 Bloomberg’s senior strategist Mike McGlone believes Bitcoin could fall to $50,000, noting the asset is strongly overbought relative to gold.
📉 Lower volatility in the stock market is also supporting the current correction.
Both bull and bear camps are growing — and the tension is rising. Who will be right this time? 🤨
🔎 Bloomberg’s senior strategist Mike McGlone believes Bitcoin could fall to $50,000, noting the asset is strongly overbought relative to gold.
📉 Lower volatility in the stock market is also supporting the current correction.
Both bull and bear camps are growing — and the tension is rising. Who will be right this time? 🤨
👀3
🔨 2010 Bitcoin Miner Moves “Sleeping” Coins
A Bitcoin miner from 2010 just moved 50 BTC mined in the early days — coins that have since increased in value by 21.65 million times (~2.165 billion %)! 🙀
These 50 BTC were originally mined in March 2010 for a single block, when Bitcoin was worth only $0.004 — making their initial value around $0.20. 💪
On Dec 2, 2025, the coins were transferred to five new addresses, now valued at roughly $4.33 million. 💰
A rare glimpse into early Bitcoin history and the incredible long-term gains of holding since the Satoshi era. 👀
A Bitcoin miner from 2010 just moved 50 BTC mined in the early days — coins that have since increased in value by 21.65 million times (~2.165 billion %)! 🙀
These 50 BTC were originally mined in March 2010 for a single block, when Bitcoin was worth only $0.004 — making their initial value around $0.20. 💪
On Dec 2, 2025, the coins were transferred to five new addresses, now valued at roughly $4.33 million. 💰
A rare glimpse into early Bitcoin history and the incredible long-term gains of holding since the Satoshi era. 👀
❤3👍3🤨2
🚀 Crypto Market Rebounds: Bitcoin Back Above $93K
Bitcoin has surged past $93,000, while Ethereum is trading above $3,050 as the market fully recovers from the December 1 dip, when BTC briefly fell below $84K.
💰 Total crypto market cap has climbed back to $3.15 trillion.
The sharp rebound triggered massive liquidations:
• 123,000+ traders liquidated
• Total losses: $492M
• Short-sellers took the biggest hit — over $310M wiped out on BTC and ETH alone
The market bounces back fast — and punishes the bears even faster.
Bitcoin has surged past $93,000, while Ethereum is trading above $3,050 as the market fully recovers from the December 1 dip, when BTC briefly fell below $84K.
💰 Total crypto market cap has climbed back to $3.15 trillion.
The sharp rebound triggered massive liquidations:
• 123,000+ traders liquidated
• Total losses: $492M
• Short-sellers took the biggest hit — over $310M wiped out on BTC and ETH alone
The market bounces back fast — and punishes the bears even faster.
👍5
🛠 Bitcoin mining is getting pricier
According to the latest CoinShares report, the average cost to mine 1 BTC for public miners in Q2 2025 climbed to ~$74,600. 🧐
But if you include non-cash expenses — depreciation and stock-based compensation — the total average cost jumps to ~$137,800 per BTC. 😳
Rising costs highlight growing pressure on miners as profitability tightens, especially with BTC consolidating and competition increasing. 📊
According to the latest CoinShares report, the average cost to mine 1 BTC for public miners in Q2 2025 climbed to ~$74,600. 🧐
But if you include non-cash expenses — depreciation and stock-based compensation — the total average cost jumps to ~$137,800 per BTC. 😳
Rising costs highlight growing pressure on miners as profitability tightens, especially with BTC consolidating and competition increasing. 📊
👍4
📊 BTC buy/sell ratio hits highest level since Jan 2023
The BTC buy-to-sell ratio across all exchanges jumped to 1.17 yesterday — the highest reading since early 2023. This signals a clear dominance of buyers in the market. 🧐
Historically, such spikes suggest that the current bull cycle is unlikely to be ending soon, although market risks remain in place.
The BTC buy-to-sell ratio across all exchanges jumped to 1.17 yesterday — the highest reading since early 2023. This signals a clear dominance of buyers in the market. 🧐
Historically, such spikes suggest that the current bull cycle is unlikely to be ending soon, although market risks remain in place.
👍4
🔥 Vanguard Effect hits Bitcoin
Eric Balchunas notes a powerful “Vanguard Effect”: Bitcoin surged right as U.S. markets opened — on the first day Vanguard allowed its clients to buy crypto ETFs.
The investment giant listed ETFs for BTC, ETH, SOL, XRP, LTC and others on its platform. Trading exploded instantly: IBIT (BlackRock’s BTC ETF) crossed $1B volume in the first 30 minutes of the U.S. session. 🚀💵
Balchunas joked:
Vanguard manages over $11 trillion in assets — and its entry is already moving the market. 💰
Eric Balchunas notes a powerful “Vanguard Effect”: Bitcoin surged right as U.S. markets opened — on the first day Vanguard allowed its clients to buy crypto ETFs.
The investment giant listed ETFs for BTC, ETH, SOL, XRP, LTC and others on its platform. Trading exploded instantly: IBIT (BlackRock’s BTC ETF) crossed $1B volume in the first 30 minutes of the U.S. session. 🚀💵
Balchunas joked:
"I knew those Vanguardians had a little degen in them, even some of the most conservative investors like to add a little hot sauce to their portfolio."
Vanguard manages over $11 trillion in assets — and its entry is already moving the market. 💰
👍3
📉 American Bitcoin stock collapses 50% in a month
📊 Shares of American Bitcoin have dropped more than 50% over the past month as early investors rushed to exit following the end of their lock-up period.
Even high-profile PR — including Eric Trump’s tours of the company’s mining facilities — failed to stop the sell-off. 🤷
📊 Shares of American Bitcoin have dropped more than 50% over the past month as early investors rushed to exit following the end of their lock-up period.
Even high-profile PR — including Eric Trump’s tours of the company’s mining facilities — failed to stop the sell-off. 🤷
👍2❤1
🔼 Bitcoin’s fair value estimated at $165K
🔎 A new analysis comparing BTC’s price to global liquidity suggests Bitcoin could be fairly valued around $165,000.
Just recently, the market offered a chance to buy around $80K — potentially a 2x upside if BTC realigns with liquidity trends. 📈💵
Maybe that was the last big opportunity? 😉
🔎 A new analysis comparing BTC’s price to global liquidity suggests Bitcoin could be fairly valued around $165,000.
Just recently, the market offered a chance to buy around $80K — potentially a 2x upside if BTC realigns with liquidity trends. 📈💵
Maybe that was the last big opportunity? 😉
👍7