Strategy and Ops @BecauseBitcoin Try out our Free to use trading automation platform! My thoughts are solely my own. I identify as exit liquidity.
Joined September 2021
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1/12 🔥 Cardano R&D Session - Tokenomics
Just dropped out of the latest @InputOutputHK R&D session on tokenomics and there's some alpha hiding in plain sight.
Most people are sleeping on what's being built here.
SEC and CFTC signed the MOU in March. Everyone celebrated "regulatory clarity."
The actual text commits them to "clarify, coordinate, and harmonize." Three verbs that mean they haven't done any of those things yet
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walk forward analysis is the thing separating serious algo traders from people who just backtested once and called it a strategy
if your system doesn't automatically refit to changing market conditions every 30-90 days you're running a historical artifact not a live strategy
200k+ variations tested in 60 seconds is table stakes now. the edge isn't in the compute. it's in knowing which parameters actually matter vs which ones just overfit to last month's price action.
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$2.2B in USDT hit Binance today. Largest single-day stablecoin inflow since November 2025.
BTC dropped after 6 of the last 6 FOMC meetings. If it holds $70K through tomorrow, this cycle's FOMC pattern just broke.
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2:00 PM ET - FOMC rate decision (99% probability: hold rates steady)
2:30 PM ET - Jerome Powell press conference + dot plot + Summary of Economic Projections
Pre-market: PPI came in hot at 3.4% YoY (est 2.9%), 0.7% MoM (largest since July 2025)
BTC price: ~$72,000-$74,000 range, holding ahead of decision
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Everyone's staring at USD charts calling memecoins dead.
Open the ETH pair charts. Some of this beta didn't even make new lows when ETH dropped 40%. That divergence is the signal, not the dollar price.
If ETH actually moves here, the beta is going to catch people completely off guard. The alpha has always been in the pair charts.
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BTC at $76K on 8 green days going into FOMC is the most obvious bull trap setup of 2026.
STH realized profit spiking $18.4M/hr, Bhutan dumping another 377 BTC, and the Fed almost certainly holding rates.
The market wants a dovish surprise. It's going to get a hawkish hold and a $70K retest by Friday.
Saylor is underwater on 761K BTC and still buying. Jane Street is repositioning after running ETF dumps for weeks. BlackRock just moved 1,700 BTC to Coinbase.
And the options market has a negative gamma pocket at $75K that turns every move higher into a forced buy. The on-chain setup going into FOMC is the most asymmetric it's been since the September rate cut.
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The 20 Millionth Coin
Bitcoin just mined its 20 millionth coin. 95% of supply is now circulating. Everyone's talking about scarcity but mining revenue now has to come from fees, not block rewards.
Thats a network architecture shift.
The chains that figure out sustainable fee markets win. The ones relying on inflation subsidies don't.
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BTC rallied to $72K alongside a DXY at 99.4. That's not supposed to happen. JPMorgan confirmed the correlation flipped positive for the first time since 2014.
BTC doesn't need dollar weakness anymore. It needs capital flows. And right now, the US is where capital is going. The 'wait for DXY to drop' crowd is trading a relationship that no longer exists.
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Money isn't leaving the market. It's rotating out of megacaps into beaten-down sectors.
Crypto stocks are down 60-80% from ATH. If you're waiting for the all-clear, you're waiting for a price that's already gone.
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CZ says AI agents will make 1 million times more payments than humans. He's right about the volume. But it probs breaks at scale.
1M x 'more payments'= 1M x more reconciliation edge cases.
Every payment flow I've built in crypto ops required a human fallback for the ~5% that breaks. At agent scale, that 5% is 50,000 failures per million transactions. The infrastructure gap isn't payments. How does that scale?
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First major US bank filing directly for a spot BTC ETF. Coinbase Custody + BNY Mellon on custody. The institutional plumbing is being built in plain sight, this isn't speculation anymore, it's infrastructure.
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Paper losses don't matter when your time horizon is measured in years, not quarters. Gonna be interesting to see how this plays out
🚨BITMINE BUYS $40M OF ETH DESPITE $6.5BILLION LOSS
Tom Lee’s Bitmine is sitting on $6.5B paper losses after buying ETH at an average price around $3,650, YET just added another $46Million in ETH.
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Fundraising posts always celebrate the raise. The work that gets done into that point needs to be talked about more imho
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The Midnight ecosystem just activated, Binance confirmed NIGHT token listing today, catalyzing a 4% ADA surge and renewed institutional engagement.
With 4.5B tokens in distribution and a federated mainnet planned for Q1 2026, can Cardano finally translate infrastructure into ecosystem adoption, or will governance overhead stall momentum once again?