TheCryptoDegen

🇰🇷 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 🧊

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.

Bitcoin just broke $97,000 🚀 LET'S GO Baaaaaaaby 🔥 #BTC100kNext? in it

🇩🇪 Germany’s second-largest bank DZ Bank gets approval for institutional Bitcoin and crypto trading.

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

#Yoooh this is INSANE
#MarketRebound 🤔🤔🤔 $BTC

$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.

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

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.

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.

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"

Bitcoin’s next wave of believers won’t come from ETFs, it’ll come from collapsing currencies.

Iran's Rial just hit 1,470,000 to the dollar.
Down 40% since June.

This isn’t geopolitics noise, it’s 90 million people learning why Bitcoin exists.

The pattern is undeniable:
Venezuela's currency collapsed.
They moved oil revenue into USDT.
Tether froze 41 wallets.
Iran watched. Took notes.
They moved to USDT too.
Tether froze 42 more wallets in July.

There are only two kinds of money:
Freezable.
Unfreezable.

Stable coins? A leash.
Gold? Can't move it.
Yuan? CCP strings attached.

Every door closes except one.

The number that matters:
$4.18 billion flowed out of Iran into crypto last year. Up 70%.

The asymmetry:
Markets price war as fear.
Bitcoin absorbs war as adoption.

There's always a lag.

Venezuela taught the playbook.
Iran is running it.

The world sees chaos.
The chain sees inflows.

Price will catch up.

Venezuela Just Proved the Bitcoin Bull Case, And No One Is Paying Attention

Maduro used Tether to move 80% of Venezuela's oil revenue. Billions in sanctions evasion, settled on Tron since 2020.

Then the US made a phone call.

Tether froze the wallets.

Game over.

Everyone's focused on the arrest. The real story is the lesson every finance minister on earth just learned in real time:
Stable coins are a leash, not an escape.

If someone can freeze it, it isn't money. It doesn't solve sovereignty.

First principles:
USDT is dollar plumbing without SWIFT. Faster. Cheaper. Still has a CEO. Still has a compliance department. Still picks up when Washington calls.

This is why USDT adoption exploded, 71-year-old grandmothers in Caracas pay their HOA fees in tether now. But useful ≠ sovereign.

The entire value proposition for sanctions evasion just got publicly falsified.

Now do the game theory:
You're Iran. Russia. Any country hedging against dollar weaponization. You just watched Venezuela's "crypto solution" get shut off like a light switch.

Where do you put reserves now?
USDT? Compromised.
Yuan? Political strings.
Gold? Try settling $500M across borders in 10 minutes.
CBDCs? Same kill switch, government branding.

There's exactly one asset that clears final settlement without asking permission from anyone.

21 million units. No CEO. No freeze function. No phone number.

This is the ad Bitcoin never had to buy.
The most desperate, highest-stakes capital on earth just learned there's only one door.

Price doesn't reflect it yet.
It will.#StrategyBTCPurchase

Why do I need diversification?

Asset diversification is an investment strategy in which you allocate your assets in various areas to minimize the risk of loss.

If one of your coins in your portfolio starts to fall, your portfolio can remain stable (or even show profits) at the expense of other coins.

In crypto, diversification is crucial.

Since digital assets are extremely volatile, investing in just one coin can cause huge losses.

Moreover, it is recommended to diversify even stablecoins—just in case one of them suddenly collapses—you don’t lose all your money.

While the $ETH ETFs only saw $68.6M in net outflows this week, the $BTC ETFs saw a whopping $671.9M in weekly net outflows.

If I put $100 in Bitcoin in 2010, I’d have $1B now.”

No.

If you bought $100 of Bitcoin in 2010 and watched it go to:

$1k → $40k → $290K

and did nothing

Then watched $290K go to $26.3K

and still did nothing

Then watched $26.3K go to $2.5M

and still did nothing

Then watched $2.5M → $744K → $12.57M

and still did nothing

Then watched $12.57M deteriorate to $2.28M

Then watched $2.28M climb to $222M

and still did nothing

Then watched $222M shrink to $36.8M
and still did nothing

Then watched $36.8M surge to $1B

and then for some reason finally decided to do something…

Then yes, $100 in 2010 would be worth $1B today.

But here's what most people don't understand.

The ones who made billions with BTC by investing $100 were:

1) Either already very rich, so $100M-$200M didn't matter too much

2) Or, lost their keys and then found them after 15 years.

And there's one more case.

They went to jail and then came out after 10-12 years, so they HODLed it forcefully.