🪙 Bitcoin loans are back — but this time, with scars

Celsius and BlockFi burned the book, but new players are quietly rewriting it — with more caution, less hype, and scars that still sting.

❌ No more black boxes?

🟡 Lenders now avoid the “rehypothecation roulette” that tanked billions — promising overcollateralization, public reserves, and lower LTVs

🟡 Retail is mostly gone — loans are now used for liquidity, tax deferral, or balance sheet play by corporates and long-term holders

🟡 Platforms like Strike say never again to reusing your BTC, while others offer full disclosure or third-party custody

💬 “Rehypothecation still worries users — some are doing it better, but it’s the same 2021 story if transparency is missing,” says Accountable CEO Wojtek Pawlowski

🔒 Safer ≠ bulletproof

🟡 BTC still swings 5%+ in a day — even conservative 40-50% LTV can collapse if markets dive

🟡 Collateral pools are mostly single-asset and can still vanish overnight

🟡 Modern lenders promise no yield-farming with user BTC — but one hidden repackaging, and the dominoes fall again

🤔 Who’s borrowing now?

🟡 Total CeFi Bitcoin loan book rebounded to $13.5B in Q1 2025 (up 9% QoQ)

🟡 Institutions and long-term HODLers are borrowing against BTC to access liquidity without triggering capital gains

🟡 But even they remain wary — because smart contracts don’t protect you from a 20% crash

💬 “Lower leverage, public reserves, even banking licenses — all improvements. But don’t pretend this thing’s bulletproof,” warns Savea CEO Sam Mudie

Bitcoin lending isn’t dead. But it's no longer the casino it used to be. And maybe that’s a good thing.

Satoshi Tweeted🔑

🟠 Smarter Web tops up its balance: another $24.7M in BTC

London-based Smarter Web has made another Bitcoin purchase — this time for $24.7M. And it’s just the beginning.

💰 773 BTC on the books

🟡 Bought another 230 BTC at $107K each

🟡 Total investment: $82.6M

🟡 $52M in cash left — all reserved for Bitcoin

📈 10-year strategy

🟡 The company has committed to long-term BTC accumulation

🟡 “Bitcoin is the core of the future financial system” — from their report

🟡 Accepting BTC payments since 2023

💭 “We view Bitcoin as an asset that will strengthen the company’s long-term value” — public statement

🇬🇧 UK joins the frenzy

🟡 At least 9 firms announced BTC buys in just one week

🟡 Tao Alpha plans a $137M BTC strategy

🟡 Even Panther Metals bought its first Bitcoin

Corporate FOMO is sweeping through the UK. While some still trust gold — others are betting on digital.

Satoshi Tweeted🔑

🪙 $140,000 — the level OG holders are waiting for

Even at 2025 highs, Bitcoin hasn’t given old-time holders the kind of profits they saw in 2024. That means the upside might still be ahead.

🤔 What CryptoQuant says:

🟡 LTHs (holding BTC for 6+ months) are still not “deep in profit”

🟡 Average MVRV profit is at 220%

🟡 It was 350% in December 2024

🟡 To match that, BTC needs to reach $140,000

💲 The key number:

🟡 $33,800 — average entry price for LTHs

🟡 $140K — the level where profit matches 2024 peaks

🟡 This could act as a “magnet” for the market

📊 What the charts show:

🟡 BTC is breaking the downtrend from May

🟡 “Now comes the retest phase after breakout” — Rekt Capital

🟡 The bull run could end in just a few months

If the bull trend hasn’t yet delivered peak profits — it’s not the top. It’s a hint.

Satoshi Tweeted🔑

🪙 Why can’t Bitcoin break past $112K?

BTC is approaching its peak but just can’t push through. Why? A lack of new buyers and too much emotion.

📉 No real demand

🟡 Spot volume delta is negative — more selling than buying

🟡 The market is driven by derivatives, not real money

💭 “Breakouts run on fumes,” says Swissblock

🤫 Seasonal quiet

🟡 Historically low volumes from June to October

🟡 July accounts for just 6.1% of annual traffic

🟡 Even major news (Trump, tariffs, crypto laws) isn’t moving the market

💰 Greed phase

🟡 Fear & Greed Index at 73 — extreme FOMO

🟡 RSI is nearing overbought levels across the board

💭 Santiment: “Don’t be surprised by a brief rally halt”

To go higher, the market needs real money — not just noise. While the crowd gets greedy, the market cools off.

Satoshi Tweeted🔑

🪙 Third bounce from $110K: are the bulls losing steam?

Bitcoin has failed to break above $110K once again — marking the third rejection in just a couple of months. Strong U.S. labor market data cooled investor sentiment, making it less likely that rate cuts will happen before fall.

🔁 History is repeating

🟡 Rejections near highs often lead to drops: -14% in January, -18% in spring
🟡 The same setup now: price is rising while RSI is falling — classic bearish divergence
🟡 The $110K level has become a wall: heavy sell-offs, neutral funding, traders running out of steam

📉 How low can we go?

🟡 $108K–$107.5K is a key support zone — if it breaks, a drop to $105K is likely
🟡 Other support levels: $106K, $105.2K, and the psychological level at $104K
🟡 Buy orders are stacked around $108K and below

🙏 And what if we break through?

🟡 Above $110K lies a $121M liquidation cluster
🟡 A breakout could trigger a short squeeze — pushing price to $114K
🟡 $112K remains strong resistance before price enters uncharted territory

Satoshi Tweeted🔑

🟠 Strategy didn’t buy Bitcoin for the first time in 3 months — but now they want to raise $4.2B

Michael Saylor hit pause, but not for long. The company reported $14B in unrealized BTC profits in Q2 and immediately launched a new $4.2B ATM offering for more buys.

🤔 What’s going on?

🟡 For the first time since April, Strategy didn’t purchase any Bitcoin last week — the price had dropped to $105,400
🟡 Their current holdings: 597,325 BTC, average cost ≈ $107K
🟡 Tax liability on profits stands at $6.31B

🤷‍♂️ What is Saylor planning?

🟡 A new $4.2B ATM under the ticker STRD — they’ll sell shares to buy more BTC
🟡 Total capacity of all Strategy ATM programs: $44.8bn
🟡 Already used: $477M from STRK, $163M from STRF

🗣 “We don’t just hold BTC. We fully capitalize on it.” — that pretty much sums up Strategy’s playbook.

Satoshi Tweeted🔑

🪙 $100M for Bitcoin startups — no altcoin snake oil

Ego Death Capital has raised $100M from family offices to invest exclusively in companies building on Bitcoin. No tokens, no mining, no wallets — just fundamentals and real business.

🤔 Who’s investing and why?

🟡 The fund targets startups with $1–3M in annual revenue
🟡 It has already backed the Roxcom exchange, the Relai app, and Breez, a Lightning-based solution
🟡 Not interested in: mining, wallets, or any other cryptocurrencies

🗣 “Bitcoin is the only decentralized and secure base for building the future,” says partner Nico Leshuga.

📋 Context

🟡 In Q2 2025 alone, crypto VC raised $10B — the highest since early 2022
🟡 Nearly half of that came in June
🟡 Driven by the success of Bitcoin ETFs and growing corporate treasury adoption

The numbers and quotes don’t lie: the real money flows where there’s no scam — and where Bitcoin reigns supreme.

Satoshi Tweeted🔑

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🟠 BTC rally approaching: $110K is near, but the market is holding its breath

Bitcoin touched $110K again — and once again failed to break through. Price action has stalled, as if waiting for a macro signal. And that signal is almost here.

📊 Chart update:

🟡 BTC hit $109,777 before pulling back
🟡 Strong sell walls at $110,500, support at $108,500
🟡 RSI on the 3D chart shows a reversal pattern (inverse H&S)

🗣 “We need either a 3D close above $110K or RSI above 70. That’ll launch 3–4 weeks of uninterrupted growth,” writes BitBull.

🤔 Why the stall?

🟡 U.S. CPI is due next week — inflation data could flip the script
🟡 Fed rate cut expectations have dropped: now 2 cuts are priced in, not 2.5
🟡 September cut odds fell from 90% to 70%

QCP Capital warns:

💭 “Trade wars, a hawkish Fed, weak dollar — this is a perfect storm for volatility. Buckle up.”

Stocks are wavering, but Bitcoin remains “well bid” — demand is strong and liquidity is tightening. Those who lag behind will have to buy higher.

Satoshi Tweeted🔑

🪙 Bitcoin ETFs have pulled in $50B — and it’s just the beginning

Investors keep pouring money into U.S. spot ETFs: over $50 billion has flowed in just 18 months since launch. But there’s one clear leader — and it’s not Grayscale.

💰 Who raised the most?

🟡 BlackRock (IBIT) — $53B in inflows, the first ETF with 700K BTC on its balance sheet
🟡 Fidelity — $12.29B
🟡 Grayscale — lost $23.34B instead

IBIT now generates more revenue for BlackRock than its S&P500 fund.

🪙 Corporations are buying BTC too

🟡 Metaplanet (Japan) — bought $237M in BTC, now holds 15,500 BTC
🟡 The Blockchain Group (France) and Smarter Web (UK) — $37M combined
🟡 Remixpoint (Tokyo) — preparing $215M to acquire another 3,000 BTC

🤔 What’s happening in the market?

BTC hits new ATH: $112K, $200M in shorts liquidated
ETH up 6.6% in 24h, heading toward $3K

Satoshi Tweeted🔑

🔥 $1B in shorts wiped out — traders stunned

BTC and ETH surged to new highs, leaving only short sellers in their wake — 232,000 traders were liquidated in just 24 hours.

📊 Key figures

🟡 $1.01B — total liquidations
🟡 $570M — in BTC
🟡 $207M — in ETH
🟡 $3.63T — total market cap

“Bears in disbelief,” wrote analyst Miles Deutscher.

“A massive short squeeze,” added Daan Crypto Trades.

🪙 BTC: $112K → $116.5K
⚪️ ETH: $2,990

Analysts doubted, traders debated — but the market spoke. Now there’s just one question: will longs hold if we dip back to $112K?

Satoshi Tweeted🔑

🪙 Strategy injects another $472M into BTC, crosses 600K coins

Michael Saylor’s company is ramping up Bitcoin reserves again — the latest purchase, made as BTC hit $123K, pushed their holdings to a round number: 601,550 BTC.

💰 What they bought this time:

🟡 4,225 BTC for $472.5M
🟡 Average price — $111,827
🟡 Total holdings now at 601,550 BTC
🟡 Total spent — $42.87B at an average of $71,268 per coin

🤔 Why the pause before buying:

🟡 Earlier this month, Strategy sold $4.2B worth of shares
🟡 Reported $14B in unrealized profit for Q2
🟡 Similar pause happened in April before the Q1 report

📉 Who sold shares:

🟡 VP Wei-Ming Shao sold 62,500 MSTR shares
🟡 Total proceeds — $25.7M over three consecutive days

📊 Price action:

🟡 Bitcoin jumped from $108K to $123K in a week

🗣 Saylor reminded everyone again:

“It’s going up forever, Laura”

Satoshi Tweeted🔑

🟠 Speculators entered Bitcoin at $100K — no joke anymore

Glassnode revealed that the average entry price for short-term BTC holders has now surpassed $100,000. That means the $100K level has become strong support — even if a pullback begins.

💰 Who took profits and how much?

🟡 $3.5M in profits realized in just 24 hours — one of the largest takes in a year
🟡 Main sellers are long-term holders
🟡 Nearly 99% of all coins are in profit — correction risk is growing

📦 Are whales cashing out?

🟡 An anonymous holder activated a wallet with 80,000 BTC
🟡 40,000 BTC were sent to Galaxy Digital
🟡 Whale activity is ramping up as new ATHs appear

🔍 What does this mean?

🟡 The average entry price for new players is $100K
🟡 The $100K level may act as key support if prices fall
🟡 But euphoria in the market is a danger sign

Satoshi Tweeted🔑

🪙 Bitcoin isn’t overheated yet — is $136K next?

BTC has broken past $122K, but analysts say this isn’t the top. In fact, the market isn’t overheated, and there are still key levels ahead worth breaking. The main thing: don’t drop below $101K.

💥 Why this isn’t the end:

🟡 The “Peak Signal” indicator hasn’t appeared — meaning this isn’t the market top
🟡 The share of short-term coins (1d–1w) is just 5% of market cap — it was up to 14% at previous peaks
🟡 MVRV is not in the extreme zone yet — suggesting the rally isn’t over

📊 Where are the key levels?

🟡 Resistance:
 → $124K — profit-taking zone for new investors
 → $136K — level for aggressive traders (held <30 days)

🟡 Support:
 → $113K and $111K — average entry price zones for short-term holders
 → $101K — critical level to maintain the bull trend
 → $107.5K — support based on MVRV and 200-day EMA

🤔 What’s next?

If BTC holds above $120K, we could see another wave toward $126–$130K. There are no signs of a market top yet — meaning only impatient traders are dumping.

Satoshi Tweeted🔑

🪙 Bitcoin Wakes Up — It’s No Longer Just Digital Gold

For a long time, BTC just sat idle: buy and hold. But the “hold and pray” era is ending. Through wrappers, bridges, and DeFi — Bitcoin is learning to work.

🤖 What’s changing?

🟡 Wrapped BTC — brings BTC into Ethereum DeFi, but relies on custodians
🟡 Trustless bridges — let you use BTC without giving up control (an alternative to wBTC)
🟡 Vaults and loans — you can now borrow USD against BTC or earn yield on it

🤔 Why does it matter?

🟡 Strategy alone holds over 600K BTC on its balance sheet
🟡 BTC isn’t built for smart contracts, but demand for DeFi adventures is growing
🟡 OP_CAT — a step toward native bridges, though the community isn’t ready yet

“People dream of putting gold under the mattress and watching it multiply. BTC actually has that chance.”
— Ilya Volokh, StarkWare

If BTC stops sitting idle and starts working — it won’t just be a new chapter, it’ll be a new era for the entire financial system.

Satoshi Tweeted🔑