Bullish
BTC
3d agoBitcoin bull run just started, but no one cares. https://t.co/MriasByvxy
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Alpha Collector | Founder @CryptoQuant_com
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @ki_young_ju to submit corrections.
Bitcoin bull run just started, but no one cares. https://t.co/MriasByvxy
View original →I expect this Bitcoin bull cycle to deliver 3–5x rather than another 10x+ parabolic rally, followed by a milder bear market. When Bitcoin was smaller and retail dominated, hot money fueled explosive rallies and 80% crashes. Today, a much larger market and growing institutional ownership are dampening both extremes. The same forces that limit the upside also soften the downside. The PnL Index, which tracks aggregate holder profitability, reflects this: less extreme cycle tops and bottoms forming at higher profitability levels. This cycle, MVRV never fell below 1. Even at the lows, BTC stayed above holders' average on-chain cost basis. Some investors took losses, but holders as a whole never went underwater. Meanwhile: → Rising realized cap signals fresh capital inflows. → OG whales have stopped selling. → Futures whales built large longs near the bottom. Even the PnL Index's 365-day moving average, which typically lags at turning points, is forming a meaningful inflection right now. None of this means Bitcoin has a ceiling. It means the trade-off has changed. Giving up the 10x parabola also means giving up the 80% crash, and that is exactly what invites patient, long-horizon capital instead of hot money. The road here was messy and nothing like a straight line, but the destination may be closer to what Satoshi described than the speculative years ever were: an asset stable enough to actually be used as money. The vision shared by Satoshi and generations of Bitcoiners, once called a self-fulfilling prophecy, may finally be becoming reality. Once Bitcoin grows mature enough to serve as real money, internet-native capital could reshape the world in ways far beyond what you imagine.
View original →BTC reclaimed the 365MA at $83K and is sitting above $84K. That's the line everyone's been watching for the end of the bear. If it holds, momentum traders and institutions start FOMOing in. This is where it gets fun 🤝
View original →Bitcoin indicators are turning from red to green. https://t.co/BuGrOzvPaf
View original →Key takeaways from @dpuellARK's interview on Bitcoin: 1/ First real upside momentum in years, driven by a short squeeze. If this was the bottom, it was atypical: ~50% drawdown vs. 70–90% historically, without touching realized price. 2/ Capitulation signals appeared: supply in loss exceeded supply in profit, and sellers exhausted. But a drop to realized price remains a risk. 3/ Confirmation needs higher highs/lows and SOPR above 1 for months. With pre-midterm September weakness, the base case is a range or correction into a higher low. 4/ Observer effect: institutions front-run on-chain signals, making bottoms shallower each cycle. 5/ Volatility and kurtosis keep compressing, accelerated by ETFs. Cycle-timing alpha is fading. 6/ ETFs and custody moves, including Coinbase's 800K BTC internal transfer, distort long-term holder supply. Whale address metrics are noisy; holding time × volume is the cleanest signal. 7/ Quantum is a major 5–10-year theme, with some discount already priced in after Willow/ECDSA.fail. Quantum-resistant transactions, signature proposals, and Blockstream’s lattice research signal bullish preparation. 8/ The real quantum fight is over Satoshi's and lost coins: 1.1–2.6M BTC. Puell favors hourglass (timelocks → security budget) or salvage (escrow + legal claims) over freezing.
View original →The horizon is turning orange. Long Bitcoin and chill. https://t.co/S8RUaFIzPu
View original →BTC: Coinbase Premium turned positive, indicating bullish U.S. institutional sentiment. https://t.co/TG8QXqXQv3
View original →The peak of this bull cycle will likely be driven by institutional money and ETFs outside the US. Korea still has no spot Bitcoin ETF, retail can't buy foreign ones, and companies can't even open exchange accounts to buy BTC. So far this has been a US adoption story, but the next phase is global institutionalization with deeper stablecoin liquidity and RWA rails. More institutions will hold BTC as a strategic asset, and access will improve in the many countries that still lack ETFs. This cycle's top might be when a banker at a regional bank in Korea recommends a spot Bitcoin ETF to a granny for her savings.
View original →The Bitcoin bear cycle is over. https://t.co/bAl8T2UDgn
View original →Newbie capitulation is the last step of every bear market. Coinbase dominance surged while the premium stayed negative. Paper hands at ETFs and institutions sold the bottom. https://t.co/hTyNwJZArq
View original →"Some investors took losses, but holders as a whole never went underwater. Even the PnL Index's 365-day moving average, which typically lags at turning points, is forming a meaningful inflection right now."
"Bitcoin reclaimed the 365-day moving average at $83,000 and now sits above $84,000, a level widely watched as the line separating the bear market from the bull market"
"Bitcoin may gain 3-5x this cycle as institutional ownership tempers rallies and reduces crash risk"
"Holding the 365-day moving average threshold could encourage momentum traders and institutional investors who had remained on the sidelines during the decline to return."
"In the 2011 cycle, about $2.7 billion in net capital inflows was linked to a roughly 55,000% price increase"
"Tokens with no revenue or committed team have nothing supporting their price once a narrative fades."
"I agree that 99.9% of altcoins should be rejected. But "most are trash" is not the same as "all are trash." Be selective, not prejudiced."
"Bitcoin miner Marathon Digital spent approximately $67,704 to mine a single BTC in the third quarter of 2025."
"A deep, cycle-style crash of 70% is unlikely unless the firm begins selling its bitcoin holdings"
"Early bitcoin holders have been sitting on substantial unrealized gains following months of aggressive buying by spot bitcoin exchange-traded funds and Strategy"
