🐋According to data, the number of Bitcoin whales has been increasing since the beginning of October.

Condensed Breakdown — “The Distress Is Real” Market Snapshot (as of November 2025) - S&P 500, Nasdaq, Gold: all near record highs; risk-on sentiment is strong. - Bitcoin: stagnant, diverging from traditional risk assets. - Key question: Why isn’t BTC rallying despite bullish macro conditions? Core Thesis - Bitcoin isn’t “broken.” It’s entering a distribution phase—similar to a traditional IPO, where early holders (whales) realize profits and new investors accumulate. - This phase causes sideways price action, even in strong markets. Supporting Evidence - Broken correlation between BTC and Nasdaq since Dec 2024 (see divergence graph). - Old wallets activating: dormant BTC from early years are moving gradually—indicative of controlled exits, not panic selling. - $9 B Galaxy Digital sale for a single client shows large, patient profit-taking, not liquidation. - Sentiment collapse across social media and the Fear & Greed Index mirrors post-IPO fatigue (see sentiment graph). - Bitcoin ETF inflows and strong network fundamentals contradict any bear market narrative. Market Psychology - Early believers (miners, cypherpunks) are finally liquid—able to sell without crashing price due to ETF and institutional demand. - Selling into risk-on liquidity is strategic. - New holders (institutions, funds) are accumulating slowly on dips. Cycle Comparison - Mirrors Amazon (1999–2001), Google (2004–2006), and Facebook (2012–2013) post-IPO consolidations. - Ownership transfer → volatility reduction, market maturity, and institutional stability. Implications - Consolidation window: roughly 6–18 months from Dec 2024; likely ending mid-2025 to early 2026. - Volatility moderating: 80% drawdowns shrink to 30–50%. - Long-term bullish: distribution = maturation; wider ownership = resilience. Conclusion - The OGs are exiting; institutions are entering. - Bitcoin’s “IPO moment” is nearly complete. - What follows isn’t decline—it’s graduation into a stable, globally integrated monetary asset.

A survey has found that Bitcoin can win the favor of U.S. voters, regardless of their political affiliation. Bitcoin can promote financial inclusion, enable transactions without government interference, and strengthen energy networks — meaning it can align with nearly any voter’s values. According to a new analysis released Thursday by the Bitcoin Policy Institute, Bitcoin resonates with U.S. voters even across political divides. The study shows that each party tends to view Bitcoin more favorably when it is presented as consistent with their core values.

Right now were in a classic bulls vs bears market with bears currently winning the tug of war but how long will it last? We could possibly see Bitcoin bounce of $92k following by and end of year rally but Bears have another plan as major Bitcoin OG's are rotating out of Bitcoin as they possibly try to scoop it up at lower prices. However the global supply of money and money printing has ramped up and the Fed has indicated an end to QT in December. We could possibly see the market ramp back up as we move forward to the end of November and as we get closer to Congress possibly passing the digital asset market clarity act before Thanksgiving. This is the perfect time to figure out a strategy like DCA or simply do nothing and let the market decide the next clear trend before you make a trade. Either way its a day by day type of market and also paying close attention to major drivers of macro economics like tariffs, trade and Congress right now.

Kyle and I spent an hour last week talking about how you should DCA these dips, and the market just bounced back nicely. I'm up from the buys I literally made on that recording in real time. Also, pretty interesting news that Coinbase acquired Echo for $375M. This will expand their capabilities in on-chain capital formation and tokenized capital markets basically making it easier to raise funds on-chain. Favorable for token launches. Remember now that we are a closed group, if someone you know joins from your ref link you get 40% commission from the ref. Just watching the livestream last week could have easily paid for a year for new incoming members.