Monthly RSI just hit its 2nd-lowest cycle low in Bitcoin's history. It has only reached this kind of extreme four times ever: 2015, 2019, 2022 — and now. Each prior occurrence, in hindsight, was the opportunity of the cycle. This Sunday's Bitcoin Intelligence Report breaks down what the crowd is missing. 🟠 Free. Every Sunday. btcintelligencereport.com

The trend that matters. 2015: $162 2018: $3,200 2022: $15,800 Today: $63,000 Four points across eleven years. Everything between them is noise. Patience is not a passive virtue. It is the discipline of accumulating and holding through the noise to have the trend reward you.

$400B in mega-IPO capital is being raised this quarter: OpenAI: $122B. Anthropic: $65B. SpaceX: $75B . Alphabet: ~$85B. Bitcoin ETFs lost $4.39B in three weeks. This is not panic. It is funded reallocation. The framework just activated AGGRESSIVE for the first time. AIx: 9.2 — highest reading in BIR history. Bitcoin Intelligence Report — Issue #012 btcintelligencereport.com

While everyone is focused on @Strategy bitcoin position they are missing this. 👇🏽 And this performance is after a 76% decline. Just imagine where things go after the next all-time high in Bitcoin. This will go down as one of the greatest financial stories of all time.

Two thousand years ago, Aristotle named what money must be: durable, divisible, portable, scarce. Bitcoin is the answer he never saw. This week wasn't about price. It was about the transfer. The sovereigns moved. The institutions moved. The long-term holders moved. Even the first generation moved. The headlines saw outflows. I saw ownership passing from weak hands to strong ones. I saw the next chapter of Bitcoin's history being written in real time. Issue #011 is out. Free. btcintelligencereport.com

Bitcoin fell 9% and the headlines called it weakness. They're reading it backwards. The ETF tourists sold the dip. Strategy bought $2 billion into it. Weak hands leaving, conviction capital arriving — the same transfer that happens at every real bottom, dressed up as fear. Capital has done this before. In the 1970s it fled a breaking monetary order into gold. It's doing it again — into something harder. I write what's happening beneath the price. Every Sunday. Free. btcintelligencereport.com

All of what humanity trusts today is more at risk from quantum than bitcoin. To believe otherwise is to not understand maths or bitcoin at all. Today bitcoin is the safest vault on planet Earth. Focusing on it as the first risk is not only asinine, it's the height of stupidity.

Ownership of what's real (btc) trumps the price measured by what is not real (usd). Remember this. Keep stacking. 🟠 For Bitcoin

The odds that Bitcoin has already bottomed this cycle just went up quite substatiially. 👇🏽

Issue #010 of the Bitcoin Intelligence Report drops this Sunday. The 2020s are rhyming with the 1970s. The parallels are striking. When the system in place begins to fail, capital flocks to the hardest thing on earth. In the 1970s, the world had gold. It 24x'd. Today, the world has Bitcoin. Larry Fink calls it "an asset of fear." I don't fully agree with his framing — but I get his point. We're in Bitcoin because we're afraid that if we're not, the broken system takes us down with it. This issue lays out the whole parallel — gold, oil, the petrodollar, and why Bitcoin is the answer this time. Free. This Sunday. Don't miss it. → btcintelligencereport.com 🟠 For Bitcoin

Issue 009 of the Bitcoin Intelligence Report is out. Did you get it? The headlines this week screamed ETF outflows and volatility. Good. That’s where the crowd looks. Meanwhile: → CLARITY advanced → Warsh took the Fed → Bitcoin continued absorbing institutional capital beneath the surface Most people still think Bitcoin’s story is told by its current price and rallies. It isn’t. The ceiling attracts attention. The floor reveals conviction. Serious capital watches what survives pressure. That’s the signal. Free every Sunday morning. btcintelligencereport.com

Read the floor. The ceiling is noise.

The hottest issue of my weekly report is released this Sunday at 9 am ET. Do not miss this one. This report (BIR) will sharpen your signal, raise your level of Bitcoin sophistication and turn you into an elite macro onlooker of the world. Subscribe today. Always High signal. Always Free. btcintelligencereport.com

This quarter delivered the strongest macro test for the digital gold thesis in Bitcoin's history. Live military conflict. Trade war escalation. Fed transition. Equity volatility. Every force should have driven capital into gold. Gold declined by as much as 13% Bitcoin went up over 25% The Sunday issue shows you what serious holders see in this data that even some respected macro players, like Ray Dalio, miss. btcintelligencereport.com

BTC has had 8 sharp declines (crashes) over the past 17 years. It is my view that it's the lows of collapses that tell the truest story about an asset. It's not how high it rises that matters. It's how high it falls that reveals the real truth. Here are all of BTC's lows: $0.00 $0.01 $2.61 $65.42 $162.00 $3,125 $15,474 $60,133 Where is the next BTC low going to form?

Privacy matters deeply. But there is a profound difference between private individuals and opaque money. Individuals deserve privacy. Money itself should be fully auditable. For the first time in history, Bitcoin separates the two.