TheBreadmake

BTC printed $47,500 on Lighter
While everyone is watching $70K on major exchanges, Lighter showed a quick wick to $47K
Someone placed a ~1000 BTC order into thin liquidity.
That order wiped through available limits on that venue.
Price wicked hard. Then it snapped back.

for the first time since late November 2025, spot BTC demand has turned positive.
for weeks we’ve been sitting under constant negative apparent demand
the 30-day apparent demand just flipped green

what’s been happening inside Bittensor $TAO since the beginning of this year?
a lot and it’s not just price action
We’re seeing more specialization, better quality launches, and real competition between validators instead of passive emissions.
Structurally, since the beginning of the year, the ecosystem looks stronger, more diversified, and more competitive.
I’m holding my $TAO
I believe TAO positions itself as the core AI infrastructure asset of this cycle, not just another trend

gm ct
market pumped well
should we thank Jane Street for this?

change in crypto prices after Trump’s second election:
$BTC: -6%
$ETH: -50%
$BNB: -5%
$XRP: -20%
$SOL: -40%
$DOGE: -30%
$ADA: -30%
$LINK: -50%
$AVAX: -55%
$TON: -45%

🚨 ZachXBT dropping another expose in 24 hours
8.5M+ views just on the announcement.
$13M+ in Polymarket volume.
When Zach posts, it’s not gossip. It’s wallet traces, screenshots, on-chain timelines, and receipts. Historically, his threads don’t just trend… they move capital.
Polymarket has Meteora leading at 41%, but odds markets are just probabilities, not truth.
Look at his track record:
– Machi Big Brother wallets mapped
– BAYC phishing ring exposed
– $23M tied to seized U.S. gov wallets
– Coinbase social engineering group revealed
My honest take?
When these threads drop, liquidity thins f

$ARC has nearly doubled in three days, and that’s not random.
At the beginning of February, the top 100 wallets controlled 76% of the supply. Now they control 88%
We saw a very similar setup with $pippin: quiet accumulation, breakout, then everyone suddenly “noticed.”
I’m not trimming here. I think this structure is bullish, not exhausted

this is one of the most bullish things I’ve seen in weeks
over 400,000 BTC were bought between $60K and $70K during the recent downturn
let that sink in
Supply in that band went from ~997,000 BTC on Jan 1 to 1.43 million BTC now.
That means over 8% of non-exchange circulating supply is sitting right there.
People love to talk about “support levels,” but this is what real support looks like. Hundreds of thousands of coins absorbed in a tight range while fear is high and headlines are negative.

gm ct
it's pumping today
was that the bottom?

altcoins have seen $209 BILLION in net selling since January
one sided distribution
BTC and ETH held
everything else got drained
what will happens when selling pressure finally exhausts itself?

BlackRock just filed for a staked $ETH ETF
let that sink in
34% of ETH is already locked
another ~$10B potentially getting locked
Ethereum is becoming yield bearing institutional collateral

what were we expecting?
he already told us in 2019

crypto ETF inflows and outflows in past week
over the past week, there have been small capital outflows from key crypto ETFs
$BTC showed an outflow of $315M
$ETH showed an outflow of $123M
$XRP showed an inflow of $1.84m
$SOL showed a net inflow of $14.31m

gm ct
sometimes it can be very scary
but we should not give up

Fear & Greed under 13 since 4 Feb
the last two times we lived here for weeks, it aligned with cycle lows