$MSTR Raised $181 million by selling $MSTR, spent $101.3 million on $BTC at an average of 65,332, with the rest used for dividend payments. The reserve has grown to 7 months of payments. ✡️ Sold 32 bitcoins at 77,000, and a week later bought back 1,550 bitcoins at 65,300.

I asked ChatGPT to track all $BTC bottom indicators from previous cycles and give me weekly updates. (if you want this prompt, comment below) This is the main conclusion: This is now a real accumulation zone, not just “mildly cheap.” But it is not yet a clean all-in capitulation like 2018/2022. The missing pieces are clear: - MVRV ratio below 1.0 or at least closer to 1.0–1.1. - MVRV Z-score near 0 or negative. - Funding turns negative while price stops falling. - ETF outflows stop for several sessions, not just one small $3M day. - BTC reclaims $61.7k–$64k instead of turning the 200WMA into resistance. Best tactical read: Gradual buying is justified here. Aggressive deployment only if the market refuses to break lower despite bad news. The key trading principle this week: watch the reaction. If BTC holds/reclaims $61.7k–$64k after ETF outflows, extreme fear, and high OI, that non-reaction is bullish. If it loses $60k with funding still positive, the next flush can be fast because leveraged longs haven’t fully capitulated.

🚨 It's not just ZCash. Opus 4.8 also found a vulnerability in $USD that allows for unlimited issuance which could theoretically enrich insiders at the expense of all holders huge breaking

This week's bitcoin dip has triggered STRC to fall beneath $99. In this video, I walk through the math of how Strategy's bitcoin reserve gives me confidence that they will be able to pay STRC dividends for decades...

$HYPE vs $LIT: Buyback speed relative to MCAP Both protocols route nearly all revenue into token buybacks. But relative to their size, the pace differs. Unlock schedules (supply side) $HYPE: Monthly unlocks on the 6th to core contributors. Current run-rate roughly 0.4–1.2M HYPE per month (team has discretion to reduce). Over the past ~30 days: ~400k–1M added to circulating supply. Buybacks removed the equivalent of ~730k HYPE in the same period — largely offsetting or exceeding the inflow. Net pressure stays manageable. $LIT: Team (26%) Investors (24%) have a 1-year cliff 36-month linear vest. TGE was late Dec 2025, so big unlocks start late Dec 2026 / early Jan 2027, then spread gradually over three years. No major insider cliff in 2026. Airdrop portion already circulating. Net takeaway: LIT has the faster relative buyback engine right now and clean unlock runway through 2026. HYPE carries steady monthly unlocks but the buyback machine absorbs most of it. Both structures are deflationary — just on different timelines and scales. Data: DefiLlama Tokenomist vesting schedules.