ZGOD 07

Lately, it feels like Bitcoin just can’t catch a break. Since Q4 2025, it’s been lagging behind almost every major asset class. Gold moves. Equities move. Even other risk assets bounce. And Bitcoin? It feels heavy. Stuck. Pressured.
One explanation people keep bringing up is the idea of “lost” coins.
Roughly 3.5 to 4 million BTC from the early years are believed to be permanently lost or dormant. That’s close to 18% of total supply. For years, the market treated those coins as gone forever, almost like they never existed. Scarcity narrative strengthened because of that assumption.
But now quantum computing enters the conversation again.
Suddenly, people are asking: what if some of those early wallets — especially ones with exposed public keys — aren’t as untouchable as we once believed? What if, years from now, technology advances enough to threaten those old keys?
Even the possibility changes psychology.
Markets don’t wait for events to happen. They price in probabilities. If there’s even a small chance that part of that 3–4 million BTC could re-enter circulation one day, forward supply expectations shift. And when expected supply increases, price pressure naturally builds.
What makes it more complex is this: since 2020, institutions, ETFs, and corporations have accumulated roughly 2.5–3 million BTC combined. That number is almost the same size as the “lost” supply narrative.
So now the market is looking at two competing forces. On one side, long-term institutional absorption. On the other, a theoretical future overhang.
But here’s what I find interesting.
On-chain data shows 13–14 million BTC have already moved during this cycle. That’s massive redistribution. If Bitcoin was fragile, if it couldn’t handle liquidity shifts, we would have seen a structural collapse already. But we didn’t.
That makes me question whether the fear of dormant coins returning is being overstated compared to what the market has already absorbed.
Also, quantum risk isn’t a network-wide death sentence. It mainly affects older wallets with exposed keys. Bitcoin itself isn’t frozen in time. Wallet standards evolve. Security improves. Researchers are already discussing quantum-resistant upgrades at the protocol level.
To me, this doesn’t feel like Bitcoin is “broken.” It feels like the market is wrestling with uncertainty. A theoretical future risk versus a system that keeps adapting.
Right now, price reflects hesitation.
But hesitation isn’t the same as weakness. Sometimes it’s just the market thinking out loud.
#Bitcoin #OnChainData #QuantumComputing $BTC

I’ve been watching XRP move around the $1.12 level again and again, and the more it happens, the more that number starts to feel important. It’s not about one single bounce. It’s about how price keeps coming back to the same area and finding support there. Each time it holds, it leaves a small impression in the mind that maybe this level actually means something.
When a price keeps getting tested but doesn’t stay below for long, it slowly builds a kind of comfort for buyers. It’s like people start feeling that this might be a safer place to step in. Not with full confidence, not with excitement, but with quiet belief that it might be close to the bottom.
I’ve also noticed that activity around XRP doesn’t feel as silent as it did before. There are more signs of movement in wallets, more interest slowly returning. It doesn’t look like hype. It looks more like people collecting slowly, without drawing attention. That kind of behavior usually doesn’t happen when everyone is scared. It happens when some people feel the price is worth the risk.
Another thing that caught my eye is how XRP-related exchange products are seeing more volume. When money starts flowing in quietly, it changes the mood over time. It doesn’t always push the price up instantly, but it creates a base. A sense that attention is coming back.
What makes the $1.12 area stand out is that it lines up with past price reactions too. It’s not a random number. It’s a place where the market has paused before. And when history repeats itself like that, it makes people watch that level even more closely.
Of course, no one can say for sure that this is the final bottom. Crypto has surprised people many times. But the way XRP keeps returning to this zone and finding strength there makes it feel like a point where selling pressure starts to weaken.
For now, it feels less like a breakout story and more like a stability story. The kind where the price stops falling, starts holding, and slowly gives the market time to breathe again. And sometimes, that quiet stability is where the next chapter begins.
#xrp #DemandZone #XRPPredictions $XRP

Am observat că datele arătând Polygon trăgând temporar înaintea Ethereum în taxe zilnice nu au fost atât de șocante cât mai degrabă revelatoare. De ani de zile, Ethereum a fost locul unde s-a întâmplat totul. Așa că, atunci când o altă rețea o depășește, chiar și pentru o perioadă scurtă, asta spune ceva despre unde își petrec oamenii timpul.
Din ceea ce am putut vedea, valul brusc de activitate din jurul piețelor de predicție, în special Polymarket, a jucat un rol important. Când o platformă începe să buzz, oamenii se adună acolo în mod natural. Fac clic, fac predicții, mută fonduri, interacționează din nou și din nou. Această mișcare constantă se acumulează în tăcere. Și înainte ca cineva să observe cu adevărat, numerele taxelor încep să spună povestea.

Când am citit ce a spus Ray Dalio despre vechiul sistem bazat pe reguli care își pierde treptat puterea, nu m-am simțit șocat, dar m-am gândit puțin. Părea mai puțin o predicție și mai mult ca cineva care împărtășește ceea ce a observat în tăcere de ani de zile. Modul în care lumea gestionează banii, puterea și controlul nu se simte la fel de stabil ca odinioară. Și când cineva ca el subliniază acest lucru, te face să te oprești.
Ceea ce mi-a rămas cel mai mult în minte a fost modul în care Bitcoin a intrat în acea conversație. Nu ca un hype. Nu ca o tendință. Ci ca ceva neutru. Bani care nu aparțin unei țări, unui lider sau unei decizii. Într-o perioadă în care politicile se schimbă, monedele cresc și scad, iar încrederea fluctuează, acea idee pare simplă dar puternică.