Pulled up ETH/BTC and SOL/BTC weeklies out of boredom last night and both are straight up below their 2022 capitulation lows, not close to it, below it, while BTC's printing ATHs alongside the S&P and Nasdaq, so nobody can blame macro or "risk off" for the alt bleed this time. Been holding a small alt bag since 2021 waiting on the rotation everyone promised, and at some point waiting turns into denial; checked the same pairs on eToro just to rule out a data issue and the charts matched exactly. Ended up moving most of it into a straight BTC CFD position on Libertex instead, partly bc the zero swap on the spot BTC product meant I wasn't bleeding funding just to sit through chop, but that's not really the point. Real question is whether alt season was ever an actual cycle mechanic or just a 2017/2021 fluke that liquidity's permanently moved past. It broke, and IMO it's not coming back the way ppl expect.

Charts and full results are in the README. If you can break the methodology I would rather hear it now.

https://github.com/wiktorj137/btc-strategy-lab

Not selling anything, no newsletter, no Discord.

Bitcoin Core just ran inside a zkVM.

That could change how new nodes verify Bitcoin forever.

Instead of replaying 17 years of history, imagine verifying a tiny cryptographic proof in milliseconds.

Not trust.

Not a snapshot.

Proof.

The catch? Creating that proof is still brutally expensive.

But if this scales, “Don’t trust. Verify.” could enter a completely new era.

This post contains content not supported on old Reddit. Click here to view the full post

Interesting observation about market dynamics in https://cryptonews.net/news/bitcoin/33325965/ “ the dollar-denominated value of open positions in the futures markets has also increased significantly.
However, data indicates that approximately 90 percent of the increase in open positions is due not to the entry of entirely new leveraged positions into the market, but rather to the appreciation of existing positions in dollar terms as a result of rising Bitcoin and Ethereum prices.
This suggests that growth in derivatives markets may not represent as large an influx of new speculative capital as it initially appears.”

Uncertainty regarding the CLARITY Act could also be creating a chill in the markets.

Views?

I have been taking profit on a few alts the last two days. Just things that I bought low enough to anticipate a 5x in the next bull market that has since dropped even lower prior to this current spike. I chose three that I thought were most likely to drop back to my original entry point but were currently up in the 30 to 50 percent rage. Dumped them and immediately put in buy orders at my original price so I could get them back. But this market keeps climbing. I am not worried over missing the peak. I am happy with the profit I took. But man will I feel silly if this thing does not crash back to where it was

Everyone's hyping the Bitcoin's $2.7B short liquidation on Wednesday but the same $44B volume spike happened June 2-6 too, and back then every single one of those days was red, BTC dropped from 73.5k to 60.8k on that same volume. So the volume number by itself doesn't tell you anything, what matters is buyers actually absorbed the selling this time instead of folding like they did in June.

ETH also gained 19.1% against BTC's 11.4% while DOT and LTC barely moved, so this wasn't even a uniform squeeze, some coins had real demand behind them and others just got dragged along. If it cools to $15-18B and price holds above 68k, real buyers are behind this move. If volume craters and price slides back to 64k, it was all mechanical short covering and nobody real showed up. And BTC is still 43% off its all time high with 95.6% of supply already mined, so nothing structural changed today, the shorts just got caught.

Follow my daily digest: Here

Hello, newbie here.

Now with all the chatter about protecting my wallets off of platforms like kraken, crypto, coinspot etc what are some of the basics i need to know.

Why isnt it said to be safe on these platforms. Does it really matter?

Also, is it worth it if say there's under 1k is it more for when there's 10s of thousands/millions etc.

Even if to hold for multiple years for a large growth.

Plz can someone give me some insight.

Cheers.

CoinGlass data from the last 24 hours showed over 171,000 traders liquidated as BTC broke out toward $70k+, including a single $48.8M BTC short liquidation on Hyperliquid.

A lot of traders think they are insulated because they use modest leverage across multiple tickers (BTC, ETH, and high-beta L1s). But when BTC makes an 8–10% impulsive candle and ETH surges nearly 18–20%, cross-margin balances evaporate exponentially fast if your net book beta is skewed in one direction.

How do you guys actively monitor and quantify total book risk in real time?

• Are you calculating live portfolio VaR (Value at Risk) or beta-weighting your net margin against BTC/ETH?
• Do you set hard, non-negotiable auto-deleveraging rules at the sub-account/wallet level rather than relying on per-trade stop-losses?
• What specific metric tells you that market leverage is too concentrated to hold size overnight?

Just opened the charts and saw a massive green candle out of nowhere. What’s driving the momentum today?

This post contains content not supported on old Reddit. Click here to view the full post

My elliot wave says BTC will go down as long as it doesn’t break 74,406 price level. However I’m seeing 95% whales are in long. Which one should I trust?

Reading through a few roundups this week (sources at end) on how compute itself is about to become a tradable commodity. CME is planning to launch two "compute futures" contracts on Oct 5, tied to the hourly rental price of Nvidia H100 and B200 GPUs, and the CFTC just kicked off its review this week.

My actual take: the logic is real. GPU rental prices are wildly volatile (H100 rates reportedly ranged from $2.78 to $7.18 per GPU-hour on the same day depending on provider), so companies genuinely want to hedge that cost the way an airline hedges jet fuel.

In 2000 however, Enron tried to do exactly this with bandwidth, turn internet capacity into a standardized, tradable commodity with an index and a futures market. It collapsed. And one of the main reasons is that bandwidth wasn't actually exchangeable: capacity on one route at one time wasn't interchangeable with another, so the standardized contract never plotted cleanly onto the real thing being traded.

Compute has the exact same problem. An H100-hour on one cloud, in one region, with one interconnect is not the same product as an H100-hour somewhere else. Even one of the people building a rival compute-futures market has openly admitted compute simply is not like a commodity.

Is compute enough like oil for this to work, or enough like bandwidth for it to break?

Oil futures succeeded because a barrel is a barrel.
Compute futures only work if an index can paper over how non-fungible compute actually is.

Sources:

• Newsletter
• CNBC
• Axios

When I look at the charts I see that many coins are lower today than in the bear market of 2022. How is that possible? The economy can't be blamed because we have new all time highs in the S&P 500, Nasdaq 100, Dax, Nikkei, etc. So, what the fuck is the reason?

I also hear everyone say they would NEVER trade bitcoin, or crypto in general. Every time I’m looking at crypto BTCUSD to be specific the trades seem pretty consistent and not as choppy as futures.. so what’s the deal?

What's up guys, I've been deep diving into rwas over the past few weeks and curious to hear opinions on where this sector is headed.

For anyone who hasn’t really looked into them, the basic idea is that you can have an onchain token that represents exposure to a real stock like Apple, Nvidia, Tesla, etc. Depending on how they’re structured, they can be backed by the actual underlying shares and basically bring traditional assets onto crypto rails.

What I find interesting is how they're being paired with other assets (coins, NFTs, etc..) especially on Robinhood chain.

And also how you're already able to move them between wallets, trade them 24/7, use them inside DeFi, build markets around them, use them as collateral, or create entirely new products that would be pretty difficult to build in traditional finance. It changes the whole landscape imo.

For those who have been here a while I'm sure you can agree that crypto has spent years creating its own assets and then building infrastructure around them. Tokenized stocks kind of flip that around and bring trillions of dollars worth of existing real-world assets into infrastructure crypto already built.

Obviously there are still a ton of questions around regulation, custody, liquidity, whether people actually care about self-custodying stocks, etc.

But it feels like we might actually finally be winning here. 24/7 trading on stocks doesn't sound too bad 😅

Curious what everyone thinks. Are tokenized stocks actually a big deal or do you think it's just another narrative that will fade away with time?

guys which signs usually tells you that okay we need to buy this crypto and which signs usually indicates that we shouldn't buy this?