High-timeframe crypto analysis. Daily charts here, deep dives on YouTube, full setups in PRO CAPITAL 👇 Trading since 2020. NFA
Joined December 2024
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Aave V4 deposits on Avalanche: ~$37M on Sep 30. Above $125M on Nov 2.
3x+ in about five weeks, and Aave's founder says Avalanche will be its hub for RWA's.
Ethena Pay's card spend on Avalanche also jumped 97% in October. $AVAX 🧵
Who's actually paying on Avalanche $AVAX, and my plan on the weekly chart: youtu.be/sLEIhBKNcrM
13 months after the Oct 2025 top, the Bitcoin Bull Run Index (CBBI) reads 52.
In 2015, 2018 and 2022 the index sank under 10 before $BTC started the next cycle. This bear turned in the mid-20s.
Either this was the shallowest bear on record, or the reset is still unfinished. 🧵
What's inside that 52, across 9 on-chain metrics:
Puell Multiple sits at 94%, the lone hot reading. Strip it and the other 8 average 46.
MVRV Z-Score 38%, Reserve Risk 36%, RHODL 45%. The valuation core of Bitcoin is mid-cycle, nowhere near euphoria.
Positioning for both $BTC reads goes to PRO CAPITAL first.
Avalanche paid stakers ~2.6M $AVAX in Q3. Fees burned: ~59K.
Rewards ran 44x the burn. That gap is why Avalanche's adoption headlines haven't reached the AVAX price.
Helicon's new reward curve starts closing it, fully phased in around Dec 21.
The other side of Avalanche $AVAX tokenomics, and what would close that gap: youtu.be/sLEIhBKNcrM
4 Bittensor subnets just trained an AI model end to end on strangers' GPUs. No data center, no single company.
It beat Alibaba's Qwen3.5-9B at fixing real software bugs: 43.6% vs 35.1%. Open weights.
$TAO 🧵
The Bittensor $TAO upgrades behind this, and my plan on the weekly chart: youtu.be/I3QPx4k582c
Avalanche network fees: +44% in Q3, the first quarterly rise since late 2025. All of it came after the Helicon upgrade on Sep 22.
$AVAX went the other way, straight back into the box on my weekly chart.
I'm buying here. Here's why 🧵👇 1/2
Who's paying those Avalanche $AVAX fees, the number that's still 44x bigger, and how I'm splitting the buy: youtu.be/sLEIhBKNcrM
Bittensor mints ~3,600 $TAO a day. At today's price that's ~$280M a year, against ~$70M of subnet customer revenue.
At 40% growth a month, revenue matches issuance in about 4 months. At 10% a month, it takes over a year.
That growth rate is the whole TAO trade. 🧵
Where Bittensor's $70M comes from and why $TAO holders only feel part of it: youtu.be/I3QPx4k582c
165K jobs in October. The highest forecast on Wall Street was 131K.
Wages ran hot too, +0.4% in one month. December Fed hike odds jumped back to 77%.
Bitcoin $BTC moved about 0.3% on the print. Over $1B in leveraged longs had already been flushed before it.
Tuesday's CPI is the real test.
$TAO Bittensor subnet revenue: $35M → $50M → $70M in two months.
Price went the other way and came back to retest the falling wedge it broke in September, right on top of its weekly demand zone.
I'm buying here. Here's why 🧵👇 1/2
Full Bittensor $TAO breakdown, the issuance math bulls skip and how I'm splitting the buy: youtu.be/I3QPx4k582c
Polkadot cut new $DOT supply 54%, monthly users nearly doubled in a week, and price is back in the same weekly box. Full breakdown:
00:00 The 54% cut
00:32 Less supply
01:45 Users jump
02:33 The $1.4M bug
03:58 The math
05:06 The chart
Polkadot paid $93M in new $DOT over 12 months and earned $29K in revenue.
That's ~$3,200 of new supply for every $1 of fees.
The March hard cap cut daily issuance in half. Revenue is still the hole in the Polkadot story. 🧵
The revenue gap, the supply cut and my Polkadot $DOT plan: youtu.be/36Ax_nAfl98
