"This whole DAT thing is like a ball and chain on crypto."
@caprioleio on why 200 treasury companies are dragging Bitcoin down, with @jjcmoreno and @BenSizelove.
Full episode out now ⤵️
SK Hynix Is Leading Gate's Stock Volume
“Over 30 days, SK Hynix recorded roughly $893 million in trading volume on Gate. Samsung Electronics recorded about $53 million. The data points to concentrated demand rather than broad interest in Korean stocks.” – By @JA_Maartun
Strategy changed course just six days after our warning.
The company has now:
• Paused Bitcoin purchases
• Rebuilt its USD reserve from $1.44B to $3.0B
• Doubled dividend coverage from 14 to ~29 months
• Raised STRC’s dividend to 12%
• Sold $466.7M of MSTR and ~3,588 BTC
Why Exchange Leverage is Flashing a Deleveraging Warning?
“Data shows that leverage deployment has stretched into the top 5% of historical extremes… Current market rally is built on borrowed margin that lacks the underlying spot liquidity to sustain it.” – By @Crazzyblockk
Binance's XRP Reserves Stabilize at Their Lowest Level Since February
“If this trend continues alongside improving demand, it could help ease selling pressure over the medium term.” – By @ArabxChain
ETH Jumped +4% as Cooler Than Expected U.S. CPI Cools Rate Hike Bets
“Within the first hour following the announcement, $1,2B in taker buy volume flowed into Binance, pushing ETH sharply higher.” – By @Darkfost_Coc
LTH/STH Dominance Ratio Hits 30-Month High
“It is worth noting this positive trend, with LTHs rapidly accumulating any available supply while the price is about 50% below its last all-time high.” – By @gaah_im
Memecoins Faced $1.2B in Cumulative Selling Pressure on Binance Since Bitcoin's ATH
“This represents massive selling pressure on the riskiest assets in the crypto ecosystem.” – By @Darkfost_Coc
Bitcoin Is Building a Bottom Through a Transfer of Pain
“Eventual capitulation, or the gradual absorption of their high-cost supply by stronger hands, helps complete the redistribution necessary to build a more durable base.” – By @MorenoDV_
One of the cleanest MCP use cases we've seen:
- CryptoQuant MCP → n8n → Telegram
Runs hourly. Alerts only on meaningful BTC flow extremes.
No dashboard refreshing. Just signal when it matters.
Take a look at our recent conversation with @caprioleio.
He discusses his insights about:
- The market cycle and indicators he's watching.
- Bitcoin treasury companies.
- Quantum risks for Bitcoin.
Thanks fo joining us, Charles.