TheCryptoDegen
Occasional Trader
4.5 Years
Dare to Fly Higher :Blockchain & Digital Asset Management -Bitcoin Fixing World -Shedding Light on Blockchain,Bitcoin & Crypto Currency Trader 24/7
9 Following
1.8K+ Followers
807 Liked
38 Shared
All
Quotes
The Unstoppable Force vs. The Immovable Object.
We are currently witnessing a kinetic collision between Flow (ETF Buyers) and Structure (Option Dealers). The data captures this war with terrifying precision.
1. The Immovable Object (The Wall)
Spot Price: $96,839
Call Wall: $96,982
The Insight: We are trading 0.1% below the dealer resistance line.
Dealers are Long Gamma (Net GEX +$8.8M).
This means every time the price touches $96,982, dealers are mathematically forced to SELL Bitcoin to hedge their books. They are the concrete ceiling keeping us under $97k.
2. The Unstoppable Force (The Flow)
1D Net Flow: +$563 Million (Accelerating)
1W Net Flow: +$2.39 Billion
The Insight: While dealers are trying to cap the price, a tidal wave of institutional capital is battering the gate.
IBIT alone bought $286M today.
The "Flow Regime" is flagged as STRONG_INFLOW.
The Deepest Insight:
The market isn't "stalling." It is compressing.
You have massive spot buying ($563M) fighting directly against massive dealer hedging (at $97k).
Physics dictates the outcome:
Dealer hedging is finite (they run out of inventory or gamma rolls off).
Spot buying is persistent.
We are currently grinding against the $96,982 ceiling.
When the flows consume the dealer inventory, the "Vol Suppression" breaks, and we teleport higher.
Status: Battering Ram at the Gate.
Critical Level: $96,982
We are currently witnessing a kinetic collision between Flow (ETF Buyers) and Structure (Option Dealers). The data captures this war with terrifying precision.
1. The Immovable Object (The Wall)
Spot Price: $96,839
Call Wall: $96,982
The Insight: We are trading 0.1% below the dealer resistance line.
Dealers are Long Gamma (Net GEX +$8.8M).
This means every time the price touches $96,982, dealers are mathematically forced to SELL Bitcoin to hedge their books. They are the concrete ceiling keeping us under $97k.
2. The Unstoppable Force (The Flow)
1D Net Flow: +$563 Million (Accelerating)
1W Net Flow: +$2.39 Billion
The Insight: While dealers are trying to cap the price, a tidal wave of institutional capital is battering the gate.
IBIT alone bought $286M today.
The "Flow Regime" is flagged as STRONG_INFLOW.
The Deepest Insight:
The market isn't "stalling." It is compressing.
You have massive spot buying ($563M) fighting directly against massive dealer hedging (at $97k).
Physics dictates the outcome:
Dealer hedging is finite (they run out of inventory or gamma rolls off).
Spot buying is persistent.
We are currently grinding against the $96,982 ceiling.
When the flows consume the dealer inventory, the "Vol Suppression" breaks, and we teleport higher.
Status: Battering Ram at the Gate.
Critical Level: $96,982
Iran’s currency collapses overnight and Bitcoin hits 100 billion. The people of Iran who saved in Bitcoin became rich overnight while those who trusted their government lost 96% of their value.
Bitcoin, Ethereum, and the Changing Architecture of Crypto Markets
Three data points from 2025:
▪️ Bitcoin institutional holdings reached ~12% of total supply
▪️ Ethereum L1 fee revenue declined 85% as activity shifted to Layer 2s
▪️ Solana stablecoin supply expanded 186% amid strong user growth
Three data points from 2025:
▪️ Bitcoin institutional holdings reached ~12% of total supply
▪️ Ethereum L1 fee revenue declined 85% as activity shifted to Layer 2s
▪️ Solana stablecoin supply expanded 186% amid strong user growth
Bouncing Into Supply
#Bitcoin has entered the new year with constructive momentum, printing two higher highs and extending price to $98k, but the advance now runs directly into a historically significant supply zone.
#Bitcoin has entered the new year with constructive momentum, printing two higher highs and extending price to $98k, but the advance now runs directly into a historically significant supply zone.
🇰🇷 South Koreans are withdrawing from banks to buy Bitcoin, gold, and stocks. - Seoul Kyungjae
- Savers are withdrawing $2.7 billion per day from savings accounts
- Banks have seen deposits fall by over $18.6 billion in 2026
Fiat currencies melting in 2026 🧊
- Savers are withdrawing $2.7 billion per day from savings accounts
- Banks have seen deposits fall by over $18.6 billion in 2026
Fiat currencies melting in 2026 🧊
JUST IN: $100,000,000 worth of Bitcoin shorts liquidated in the past 60 minutes.
4 year cycle is NOT the same as stock-to-flow model.
The 4 year cycle says that the year after a halving is a bull year, like 2013, 2017, 2021 🟩🟥🟩🟩 and 2025 did obviously not fit that pattern.
But S2F says nothing about bull or bear, top or bottom. S2F is the thesis that scarcity drives value, that bitcoin should (ultimately) be more valuable than gold because BTC is scarcer than gold. S2F models the rough path of nonlinear phase transitions towards $30T+. S2F roughly models the average price during a 4 year cycle (regardless of which years are bull or bear). Current cycle average is $90k, clearly above past cycle's average of $34k, and is still going towards S2F $250k-$1m range (2 years to go) IMO. I still fundamentally believe that.
The 4 year cycle says that the year after a halving is a bull year, like 2013, 2017, 2021 🟩🟥🟩🟩 and 2025 did obviously not fit that pattern.
But S2F says nothing about bull or bear, top or bottom. S2F is the thesis that scarcity drives value, that bitcoin should (ultimately) be more valuable than gold because BTC is scarcer than gold. S2F models the rough path of nonlinear phase transitions towards $30T+. S2F roughly models the average price during a 4 year cycle (regardless of which years are bull or bear). Current cycle average is $90k, clearly above past cycle's average of $34k, and is still going towards S2F $250k-$1m range (2 years to go) IMO. I still fundamentally believe that.
3 DANGEROUS SCAMS TO AVOID IN P2P TRADING .
Here are 3 Key safety practices
1) Always Verify Payment Directly.
As a seller ,never release your cryptocurrency solely based on a buyers screenshot, a text messa or an email notification. Scammers can use AI and other tools to create a convincing fake Payment proofs .Log into your actual bank account or e-wallet to confirm the funds are available & cleared.
2) Avoid THIRD -PARTY Payments.
The name on the Payment method used by the buyer should exactly match their verified name on the P2P platform .Do not accept payment from 3rd party,as this is a major red flag and can lead to charge back fraud or bank account freeze .
3) Keep Communication On -Platform.
Avoid request to move your conversation to external apps like WhatsApp,telegram or email .Official platform can only intervene in disputes & access that records if the conversation occurred within their system.
Be careful when trading p2p .
#P2PScam #P2PScamAwareness
1) Always Verify Payment Directly.
As a seller ,never release your cryptocurrency solely based on a buyers screenshot, a text messa or an email notification. Scammers can use AI and other tools to create a convincing fake Payment proofs .Log into your actual bank account or e-wallet to confirm the funds are available & cleared.
2) Avoid THIRD -PARTY Payments.
The name on the Payment method used by the buyer should exactly match their verified name on the P2P platform .Do not accept payment from 3rd party,as this is a major red flag and can lead to charge back fraud or bank account freeze .
3) Keep Communication On -Platform.
Avoid request to move your conversation to external apps like WhatsApp,telegram or email .Official platform can only intervene in disputes & access that records if the conversation occurred within their system.
Be careful when trading p2p .
#P2PScam #P2PScamAwareness
🇩🇪 Germany’s second-largest bank DZ Bank gets approval for institutional Bitcoin and crypto trading.
Bullish 🚀
Bullish 🚀
LIKE, IF YOU THINK $BTC WILL HIT $100,000 THIS MONTH
$BTC on 1D Timeframe has formed a Fair Value Gap between $92326 -$9500 due Manipulation-Increased inflows . However holding OB support $94400 If we lose the support it mighty land to $92k again .THEN a HUGE PUMP again . A little pullback is HEALTHY. #MarketRebound
$BTC back to $96000 》》 Seems we going back to $100k ...what do you think ?
#StrategyBTCPurchase
Bitcoin rose 2.69% to $94,222 over 24h, slightly outpacing the crypto market’s 2.59% gain. This extends a 6.25% monthly uptrend but remains below 90-day levels. Key drivers:
●Corporate Treasury Expansion (Bullish Impact)
Strive Asset Management secured shareholder approval to acquire Semler Scientific, transferring 5,048 BTC ($472M at current prices) to its balance sheet. This brings Strive’s total Bitcoin holdings to 12,798 BTC – making it a top-15 corporate holder globally.
this means: The deal permanently removes liquid supply from markets, echoing MicroStrategy’s accumulation strategy. Reduced sell-side pressure historically correlates with mid-term price support, especially when institutional adoption grows.
●Inflation Data Calms Rate Fears (Bullish Impact)
December’s U.S. CPI rose 0.3% m/m (2.7% y/y), aligning with forecasts. Core inflation held at 0.2% m/m, signaling contained price pressures.
this means: Predictable inflation metrics lower perceived Fed hawkishness, boosting risk assets. Bitcoin’s 1.62% intraday jump post-CPI release reflected relief among duration-sensitive investors. Sustained low rates improve Bitcoin’s appeal as an inflation hedge.
Bitcoin rose 2.69% to $94,222 over 24h, slightly outpacing the crypto market’s 2.59% gain. This extends a 6.25% monthly uptrend but remains below 90-day levels. Key drivers:
●Corporate Treasury Expansion (Bullish Impact)
Strive Asset Management secured shareholder approval to acquire Semler Scientific, transferring 5,048 BTC ($472M at current prices) to its balance sheet. This brings Strive’s total Bitcoin holdings to 12,798 BTC – making it a top-15 corporate holder globally.
this means: The deal permanently removes liquid supply from markets, echoing MicroStrategy’s accumulation strategy. Reduced sell-side pressure historically correlates with mid-term price support, especially when institutional adoption grows.
●Inflation Data Calms Rate Fears (Bullish Impact)
December’s U.S. CPI rose 0.3% m/m (2.7% y/y), aligning with forecasts. Core inflation held at 0.2% m/m, signaling contained price pressures.
this means: Predictable inflation metrics lower perceived Fed hawkishness, boosting risk assets. Bitcoin’s 1.62% intraday jump post-CPI release reflected relief among duration-sensitive investors. Sustained low rates improve Bitcoin’s appeal as an inflation hedge.
US CPI m/m in Dec 2025 +0.3%
Core CPI m/m in Dec 2025 +0.2%
CPI YoY +2.7%
Market Reaction?
Strong rallies in Gold, Silver, mixed reactions in USD pairs, Dow, Nasdaq, & SP500.
Now we focus on US Retail Sales and PPI data on Wednesday.
#USNonFarmPayrollReport
Core CPI m/m in Dec 2025 +0.2%
CPI YoY +2.7%
Market Reaction?
Strong rallies in Gold, Silver, mixed reactions in USD pairs, Dow, Nasdaq, & SP500.
Now we focus on US Retail Sales and PPI data on Wednesday.
#USNonFarmPayrollReport
According to Glassnode $BTC
Over the past 6 months, Bitcoin treasuries held by public and private companies have grown from ~854K BTC to ~1.11M BTC.
That’s an increase of ~260K BTC, or roughly ~43K BTC per month, highlighting the steady expansion of corporate balance-sheet exposure to Bitcoin.
Over the past 6 months, Bitcoin treasuries held by public and private companies have grown from ~854K BTC to ~1.11M BTC.
That’s an increase of ~260K BTC, or roughly ~43K BTC per month, highlighting the steady expansion of corporate balance-sheet exposure to Bitcoin.
FORMER NYC MAYOR JUST RUGPULLED 🚨
Eric Adams, former NYC mayor, launched his own $NYC memecoin.
The coin immediately hit $500 million in the market cap before Eric withdrew liquidity from the coin.
This caused a massive 80% crash, and the token went below $100 million.
As per some estimates, Eric made nearly $3.5 million from this scam memecoin.
This is the biggest reason people have stopped taking our industry seriously.
Eric Adams, former NYC mayor, launched his own $NYC memecoin.
The coin immediately hit $500 million in the market cap before Eric withdrew liquidity from the coin.
This caused a massive 80% crash, and the token went below $100 million.
As per some estimates, Eric made nearly $3.5 million from this scam memecoin.
This is the biggest reason people have stopped taking our industry seriously.
US Senator Cynthia Lummis introduces bill that would protect Bitcoin developers from being classified as money transmitters 👏
"This bill gives our developers the clarity they need to build the future of digital finance without fear of prosecution"
"This bill gives our developers the clarity they need to build the future of digital finance without fear of prosecution"
Login to explore more contents