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🔨 Graph of gold and bitcoin mining, until 2100

We can conclude that there is a real scarcity of both assets


💰 Bitcoin overtakes all key assets 60 days after every major global crisis since 2020.


⚪️ Whales leak ether

Over the past 5 days, Michael Novogratz's company Galaxy Digital has transferred 49,681 ETH ($79.36 million) to Coinbase at an average price of $1597.

In total, Whale has dumped 143,000 ETH in the last week.


🔽Nvidia under attack: US-China trade war hits AI giant

Just a couple of weeks ago, Nvidia was the most valuable company in the world, with a capitalization of $3.7 trillion, but now it's at the center of one of the biggest geopolitical conflicts of our time.

What happened:

🔴 The US banned Nvidia from shipping its H20 series AI chips to China - citing “national security threats.”
🔴 As a result, Nvidia recorded a $5.5 billion loss in the first quarter - costs related to unsold chips and supply chain disruptions.
🔴 Shares fell 7% and the company lost $160+ billion in capitalization in just one evening.


The chance of making money on Binance listings is only 37% 😧

Analysis of all tokens listed on Binance in 2025 shows that even with a perfect strategy (enter on the first day, exit on the peak) - the probability of being in the plus does not exceed 37%.

Why this happens:
- Binance is likely charging high listing fees
- For many tokens, listing is the final pampa
- After listing, the “post-hype” phase and protracted correction begins

Listing no longer = guaranteed growth. The market has become different - and blindly going “to Binance” doesn't work anymore


🇸🇪 Swedish MP Rikard Nordin has submitted a formal request to assess the possibility of creating a strategic bitcoin reserve


💰 If you count in BTC, the cost of a new home in the US has dropped from 50,616 BTC to 5 BTC in 12 years. Minus 99.99%.


🇺🇸 Senator Tim Scott: crypto market legislation will be passed by August

The head of the Senate Banking Committee said that Congress will approve two key pieces of legislation by August:

▶️ On crypto market structure - will determine who regulates exchanges, tokens and platforms (SEC or CFTC) and how.

▶️ On Stablecoins (GENIUS Act) - will establish rules for issuing dollar-denominated cryptocurrencies.

Scott emphasized that we need to “let innovation develop first” before we regulate. At the moment, the bills are supported by both Republicans and Democrats.


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The founder of Binance CZ believes that the bitcoin exchange rate will exceed $1 million sooner or later.

We are only at the beginning of the journey


🪙 Bitcoin typically lags the world's M2 money supply by 70-90 days

It's been 80 days since the world's new money supply growth began. Buckle up. �


🆕 Paul Atkins is the new SEC chairman

Senate voted 52-44

During a Senate Banking Committee hearing in March, Atkins promised to make ensuring a strong regulatory framework for digital assets a top priority of his administration

He also promised to undo some of the SEC's regulatory approaches under Gary Gensler


🔍 About 25% of the total bitcoin supply is currently at a loss

This is the highest level of unrealized losses since early September 2024, when up to 30% of the supply was in the negative

However, the price was at $54000 then


😭 Arkham fixed trader liquidated 12 hours before pamp

You'll say that's just what always happens to you. But this guy is special

His liquidation (drum roll) is $100 million, and this position has been open for 6 (six!) years!

We don't envy his therapist.


❌ FTX has canceled more than $2.5 billion in customer claims due to KYC violations

Nearly 400,000 users failed to verify before the March 3 deadline - their claims were completely rejected.

▶️Общая the sum of rejected claims could exceed $3.3 billion.

▶️FTX is preparing to start paying major creditors from May 30 - $11.4 billion will be repaid at November 2022 exchange rates.

🙊 According to FTX's lawyers, they have received “27 quintillion filings” in the process - of course this is sarcasm, but it clearly conveys the level of absurdity and the number of fake claims.


🔍 The market is actively discussing the decoupling of bitcoin from the S&P 500 index

One of two things:

1) BTC has transformed into a standalone asset type in this crisis
2) BTC is simply lagging behind the S&P 500 and we have a leading signal ahead of an even bigger drop

Meanwhile, the head of CryptoQuant believes that we have officially entered a bear market




ecoinometrics

Bitcoin will face new headwinds from risk assets.

The NASDAQ 100's 30-day loss is now comparable to a COVID drop or bear market in 2022.

Given bitcoin's strong correlation with risk assets, this indicates a challenging environment ahead.


🇺🇸 Paul Atkins, Trump's nominee, endorsed by Senate committee to head SEC

🖤 The committee voted: 13 in favor, 11 against. Now it's on to the final vote in the Senate.

🖤 Atkins is seen as crypto-friendly - he will replace the retiring Gary Gensler, and will likely finally roll back the old “regulation by lawsuit” policy.

🖤 Senator Elizabeth Warren has already criticized the appointment, calling it a “gift to crypto fraudsters,” and also mentioned Musk and the SBF.




📊 How the coins in the top 20 in 2017 fell from their all-time highs

Bitcoin fell by 80%, Litecoin by 96.

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