SimplyKashif

Recent Crypto Market Update

• Approximately $600 billion declined from the total crypto market capitalization

• Bitcoin accounted for roughly $316 billion of the drawdown

• Ethereum declined by about $106 billion

• Around $5 billion in leveraged positions were liquidated over the past three days

• A single 5-minute candle saw close to $1 billion in liquidations

ETF & flow data:

• Bitcoin ETFs recorded net selling of approximately $1.49 billion

Mining & network:

• Bitcoin’s hash rate declined by roughly 24%, reaching an 8-month low

• Part of the decline is attributed to miners reallocating resources toward AI-related workloads

Price levels:

• Bitcoin briefly traded below Michael Saylor’s average purchase price

• This marked the first occurrence since October 2023

Institutional exposure:

• BitMine, associated with Tom Lee, reported significant unrealized losses on its Ethereum exposure (estimates around $6 billion, subject to market recovery)

Miscellaneous development:

• Recently surfaced Epstein-related documents include a 2016 email claiming familiarity with early Bitcoin figures

• The claim remains unverified and does not impact Bitcoin’s protocol or network fundamentals

Summary:

The week reflected a combination of deleveraging, ETF outflows, and temporary network adjustments.

Price volatility increased, but no structural changes to Bitcoin or Ethereum networks were observed.

Bitcoin is not going anywhere.

Tourists will come and go.

Agree?

$2.5 billion worth of levered longs have been liquidated in crypto over the last 24 hours.

This makes today the 10th largest liquidation event in crypto history.

BREAKING:

Bitcoin is now trading below the Strategy’s average acquisition cost of $76,037.

This marks the first instance since October 2023 that Michael Saylor’s $MSTR sits at a paper loss on its aggregate Bitcoin holdings.

I was never invested in silver after I read The Bitcoin Standard by @saifedean. In his book i got introduced to the stock-to-flow ratio:

Stock-to-Flow (S2F) ratio is a simple way to measure scarcity.

It answers one question: How hard is it to create more of this asset?

The formula is:

Stock-to-Flow = Stock ÷ Flow

Stock → total existing supply

Flow → new supply created per year

Meaning:

High S2F = very scarce → supply grows slowly

Low S2F = easy to inflate → supply grows fast

Scarcity is why this metric is so popular in hard-money narratives.

Examples:

Gold:

Stock: 219,000 tonnes

Flow: 3,660 tonnes/year

S2F ≈ 60 → scarce

Silver:

Stock: 5,50,000 tonnes

Flow: 25,000 tonnes/year

S2F: 22 -> abundant in comparison to gold.

Bitcoin:

Stock: 19,982,074 BTC

Flow: 164,062.5 BTC/year

S2F: 121 -> Extremely scarce

This simply means that among Gold, Bitcoin, and Silver, the supply of Silver can be easily increased in response to increased demand.

In the above example, it will take just 22 years to double the existing supply.

If you have the right knowledge about money, you will never be on the losing side.

If Silver crashes -35% in hours, then it's fine.

If Bitcoin crashes 35% in a day, then it's a Ponzi.

Yes..

Big countries with almost "Zero" gold:

Canada (sold all gold)
Norway (almost zero)
Australia (negligible)
New Zealand (Zero)

The USA told them, "Trust me Bro" and they said OK.

Indian Fathers with unmarried daughters at home are the most stressed right now.

They just couldn't plan it for gold...no one could.

You can feel that pain in their eyes...sad but it is a brutal reality of the society today.

Gold is a 8000 year old belief system.

People who hate it or doubt it are standing on the losing side.

The next global order won’t be decided on battlefields.

It’ll be decided on ledgers, reserves, and settlement layers.

🇮🇳 INDIA ( FIU) INTRODUCES STRICTER KYC NORMS FOR NEW CRYPTO USERS.

-> Crypto platforms must now verify users using a live selfie.
-> Exchanges must collect user location, IP address, and account creation time.
-> User bank accounts must be verified using a small test transaction.
-> Users must submit extra government photo ID documents.
-> Email ID and mobile number verification is now mandatory.
-> Indian tax officials say crypto and DeFi make tax tracking difficult.
-> Anonymous wallets and cross-border transfers add to the challenge.

Nations aren’t racing for land anymore.

They’re racing to control what backs value.

• Reserves decide leverage
• Ledgers decide trust
• Settlement layers decide speed and reach

Wars destroy capital.

Financial infrastructure captures it.

->This is why commodities are being stockpiled.
-> This is why stablecoins are spreading faster than embassies.
->This is why neutral money suddenly matters.

The future won’t be ruled by who fires first but by who settles last.

Trump is willing to pay $100,000 per person to leave Denmark and join the USA.

The population of Greenland is 57,000.

$100,000 × 57000 = $5.7 billion bribe!

When you control the world's money printer, you can use it recklessly!

Bitcoin Fixes this...

US ISM Manufacturing PMI came in at a 14 month low of 47.9. while the expectation was 48.4.

Markets are pumping green. Not because fundamentals improved.

Simple reason:

The US just got an unofficial license to print.

With effective control over Venezuela, the world’s largest reserves of:

• Oil
• Gold
• Natural gas
• Rare minerals

That’s $20+ trillion in real resources backing the system.

When you control the commodities, you can print the currency.

Liquidity is back.
Discipline is gone.
Assets go up.
This isn’t growth.

It’s a leverage on power.

The UAE has approved Bitcoin to be taught in schools!

🇮🇳 India's GDP may reach nearly $26 trillion by 2047-48 from $4.2 trillion today, if average annual growth stays near 6%.

- EY Report