Kanshi Yone
On-chain insights | BTC & altcoin market structure | Data over hype | Tracking smart money moves 📊
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📉 BTC SLIPS UNDER $70K — CVDD SIGNALS $45K MACRO FLOOR
BTC lost the $70K level and is now trading around the high-$68K zone, shifting short-term control back to sellers. Liquidations cooled momentum while price hovers near the 100H SMA.
📊 KEY LEVELS:
🔹 Resistance: $69.5K → $70K → $72K
🔹 Support: $68K → $67.3K → $66.5K
🔎 BIGGER PICTURE — CVDD:
The CVDD (Cumulative Value Days Destroyed) metric, known for identifying macro bottoms, currently sits near $45,225. Historically, this zone has acted as a deep structural floor where long-term accumulation begins.
🧠 MARKET PHASE:
We’re in a transition stage — no full capitulation, but the euphoric expansion phase has cooled. As long as BTC holds well above CVDD, the broader structure remains intact.
⚠️ WATCH CLOSELY:
A clean loss of $68K could open the door for deeper correction before any strong breakout attempt.
Short-term volatility is here. Long-term support still sits far below.
BTC lost the $70K level and is now trading around the high-$68K zone, shifting short-term control back to sellers. Liquidations cooled momentum while price hovers near the 100H SMA.
📊 KEY LEVELS:
🔹 Resistance: $69.5K → $70K → $72K
🔹 Support: $68K → $67.3K → $66.5K
🔎 BIGGER PICTURE — CVDD:
The CVDD (Cumulative Value Days Destroyed) metric, known for identifying macro bottoms, currently sits near $45,225. Historically, this zone has acted as a deep structural floor where long-term accumulation begins.
🧠 MARKET PHASE:
We’re in a transition stage — no full capitulation, but the euphoric expansion phase has cooled. As long as BTC holds well above CVDD, the broader structure remains intact.
⚠️ WATCH CLOSELY:
A clean loss of $68K could open the door for deeper correction before any strong breakout attempt.
Short-term volatility is here. Long-term support still sits far below.
💸 Crypto Market Now Rank 13th Globally by Market Size
According to CryptoRank, the total $BTC crypto market capitalization stands at around $2.4 trillion - putting it on par with some of the world’s largest national stock markets.
The crypto market is now larger than the stock markets of Australia and the Netherlands, and is approaching the size of Saudi Arabia’s exchange 🐂
According to CryptoRank, the total $BTC crypto market capitalization stands at around $2.4 trillion - putting it on par with some of the world’s largest national stock markets.
The crypto market is now larger than the stock markets of Australia and the Netherlands, and is approaching the size of Saudi Arabia’s exchange 🐂
$XMR STAYS RESILIENT DESPITE DELISTINGS
Even after major exchange removals, XMR on-chain activity is still holding above pre-2022 levels — showing that demand for privacy hasn’t disappeared.
📊 KEY SIGNALS:
❗ 70+ exchanges reportedly dropped support in 2025, yet transaction volume stayed strong.
❗ Nearly half of new darknet markets are said to operate XMR-only, highlighting its niche role.
❗ Ransomware requests often mention XMR, but BTC still dominates actual settlement because liquidity wins.
🔎 NETWORK INSIGHT:
Around 14–15% of reachable peers show unusual behavior patterns, though the core cryptography remains secure.
🧠 TAKEAWAY:
Regulatory pressure didn’t kill usage — it reshaped it. Monero activity appears more concentrated, not gone.
Even after major exchange removals, XMR on-chain activity is still holding above pre-2022 levels — showing that demand for privacy hasn’t disappeared.
📊 KEY SIGNALS:
❗ 70+ exchanges reportedly dropped support in 2025, yet transaction volume stayed strong.
❗ Nearly half of new darknet markets are said to operate XMR-only, highlighting its niche role.
❗ Ransomware requests often mention XMR, but BTC still dominates actual settlement because liquidity wins.
🔎 NETWORK INSIGHT:
Around 14–15% of reachable peers show unusual behavior patterns, though the core cryptography remains secure.
🧠 TAKEAWAY:
Regulatory pressure didn’t kill usage — it reshaped it. Monero activity appears more concentrated, not gone.
📊 BTC RANGE = PRESSURE BUILDING
The longer BTC stays trapped in a tight range, the bigger the move that usually follows. That pattern has repeated again and again this cycle.
⏳ WHAT HISTORY SHOWS:
• 147 days accumulation ➝ +$12,650 expansion
• 238 days re-accumulation ➝ +$41,111 breakout
• 251 days consolidation ➝ +$49,990 rally
Cause → Effect. Time builds momentum.
⚠️ WHERE WE ARE NOW:
Price has spent around 455 days moving sideways — the longest consolidation phase on the chart so far. Distribution is forming, and the real markdown may only be starting.
📉 IF THE SAME STRUCTURE PLAYS OUT:
Extended ranges don’t end quietly. The next move — up or down — could be larger than anything seen earlier in this cycle.
Stay alert. Compression creates expansion.
The longer BTC stays trapped in a tight range, the bigger the move that usually follows. That pattern has repeated again and again this cycle.
⏳ WHAT HISTORY SHOWS:
• 147 days accumulation ➝ +$12,650 expansion
• 238 days re-accumulation ➝ +$41,111 breakout
• 251 days consolidation ➝ +$49,990 rally
Cause → Effect. Time builds momentum.
⚠️ WHERE WE ARE NOW:
Price has spent around 455 days moving sideways — the longest consolidation phase on the chart so far. Distribution is forming, and the real markdown may only be starting.
📉 IF THE SAME STRUCTURE PLAYS OUT:
Extended ranges don’t end quietly. The next move — up or down — could be larger than anything seen earlier in this cycle.
Stay alert. Compression creates expansion.
$ETH is still under pressure.
As long as price stays below 2,100, the trend remains bearish. That level is the line in the sand.
Only a clean break above it changes the bias — until then, downside risk is still in play.
#ETH🔥🔥🔥🔥🔥🔥 #ETHETFS #Vitalik
As long as price stays below 2,100, the trend remains bearish. That level is the line in the sand.
Only a clean break above it changes the bias — until then, downside risk is still in play.
#ETH🔥🔥🔥🔥🔥🔥 #ETHETFS #Vitalik
🚨 ROBERT KIYOSAKI: “I’M BUYING BTC WHILE OTHERS PANIC”
Rich Dad Poor Dad author Robert Kiyosaki says a major market crash isn’t a fear — it’s an opportunity.
📊 HIS CORE HOLDINGS:
• Physical Gold & Silver
• Ethereum
• Bitcoin
💡 HIS STRATEGY:
Kiyosaki plans to keep accumulating BTC during fear-driven sell-offs, arguing that real wealth is built when strong assets get dumped at discounts.
⚠️ WHY HE’S BULLISH:
❗ Bitcoin’s fixed 21M supply
❗ Crashes create rare entry points
❗ Long-term scarcity over short-term noise
🧠 KEY TAKEAWAY:
He believes market downturns aren’t disasters — they’re “massive sales” for investors who think long term. Reports say he’s even willing to keep buying if prices fall dramatically, staying consistent with his gold, silver, and BTC accumulation strategy.
Do you see crashes as risk… or as opportunity?
Rich Dad Poor Dad author Robert Kiyosaki says a major market crash isn’t a fear — it’s an opportunity.
📊 HIS CORE HOLDINGS:
• Physical Gold & Silver
• Ethereum
• Bitcoin
💡 HIS STRATEGY:
Kiyosaki plans to keep accumulating BTC during fear-driven sell-offs, arguing that real wealth is built when strong assets get dumped at discounts.
⚠️ WHY HE’S BULLISH:
❗ Bitcoin’s fixed 21M supply
❗ Crashes create rare entry points
❗ Long-term scarcity over short-term noise
🧠 KEY TAKEAWAY:
He believes market downturns aren’t disasters — they’re “massive sales” for investors who think long term. Reports say he’s even willing to keep buying if prices fall dramatically, staying consistent with his gold, silver, and BTC accumulation strategy.
Do you see crashes as risk… or as opportunity?
🔥📈 THE QUIET RACE FOR THE LAST BTC
While retail scrolls trends, institutions are stacking scarcity.
💰 Over $100B+ in corporate capital is quietly rotating out of fiat and into hard digital assets. This isn’t hype — it’s strategic positioning.
⚠️ KEY SIGNALS TO WATCH:
❗ Exchange Supply Shock — BTC available on exchanges keeps shrinking. Less liquidity = sharper moves.
❗ Smart Capital Rotation — Focus shifting toward BTC, ETH, XRP while weaker alts lose momentum.
❗ Corporate-Grade Tokens — Assets like WBT showing unusual stability, acting as treasury-style anchors during volatility.
🧠 WHAT THIS MEANS:
This cycle isn’t just retail speculation. Balance sheets are changing. Big players aren’t chasing pumps — they’re building long-term reserves.
📊 When positioning gets this crowded, the real risk isn’t price… it’s how fast sentiment flips.
The question isn’t whether institutions are accumulating.
The real question is: who runs out of supply first?
While retail scrolls trends, institutions are stacking scarcity.
💰 Over $100B+ in corporate capital is quietly rotating out of fiat and into hard digital assets. This isn’t hype — it’s strategic positioning.
⚠️ KEY SIGNALS TO WATCH:
❗ Exchange Supply Shock — BTC available on exchanges keeps shrinking. Less liquidity = sharper moves.
❗ Smart Capital Rotation — Focus shifting toward BTC, ETH, XRP while weaker alts lose momentum.
❗ Corporate-Grade Tokens — Assets like WBT showing unusual stability, acting as treasury-style anchors during volatility.
🧠 WHAT THIS MEANS:
This cycle isn’t just retail speculation. Balance sheets are changing. Big players aren’t chasing pumps — they’re building long-term reserves.
📊 When positioning gets this crowded, the real risk isn’t price… it’s how fast sentiment flips.
The question isn’t whether institutions are accumulating.
The real question is: who runs out of supply first?
⚠️ Record USD Short Positioning — A Sensitive Market Setup
Institutional traders are holding one of their most bearish views on the U.S. dollar in over a decade. Many funds are positioning for easier financial conditions and stronger performance in risk assets like crypto and equities. When positioning becomes this crowded, the bigger risk is not direction — it’s how quickly sentiment can flip.
Traditionally, a weaker dollar has meant more liquidity and stronger demand for high-risk assets. But the recent market cycle has challenged that assumption. Bitcoin hasn’t behaved consistently as an inflation hedge or “digital gold,” and at times it has moved alongside the dollar instead of against it. That changing relationship adds uncertainty to what used to be a straightforward macro trade.
History shows that extreme consensus often appears near turning points. Heavy dollar pessimism in past cycles has led to sharp reversals, speculative rallies, and eventually aggressive corrections when conditions tightened. Today’s environment is different: inflation pressures remain, liquidity isn’t unlimited, and asset valuations are already stretched.
The result is a fragile balance. When most participants expect the same outcome, even small surprises can trigger large moves. The key factor now isn’t headlines — it’s positioning and how markets react if expectations shift.
Institutional traders are holding one of their most bearish views on the U.S. dollar in over a decade. Many funds are positioning for easier financial conditions and stronger performance in risk assets like crypto and equities. When positioning becomes this crowded, the bigger risk is not direction — it’s how quickly sentiment can flip.
Traditionally, a weaker dollar has meant more liquidity and stronger demand for high-risk assets. But the recent market cycle has challenged that assumption. Bitcoin hasn’t behaved consistently as an inflation hedge or “digital gold,” and at times it has moved alongside the dollar instead of against it. That changing relationship adds uncertainty to what used to be a straightforward macro trade.
History shows that extreme consensus often appears near turning points. Heavy dollar pessimism in past cycles has led to sharp reversals, speculative rallies, and eventually aggressive corrections when conditions tightened. Today’s environment is different: inflation pressures remain, liquidity isn’t unlimited, and asset valuations are already stretched.
The result is a fragile balance. When most participants expect the same outcome, even small surprises can trigger large moves. The key factor now isn’t headlines — it’s positioning and how markets react if expectations shift.
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