Nostr notes by thebitcoinstrategy

🔥 The Aerodrome Stock Surprise - AERO Crypto Analysis 💎 ...

2026-11-04T19:19:34Z

🔥 The Aerodrome Stock Surprise - AERO Crypto Analysis

💎 Automatic Copy Trading: https://the-bitcoin-strategy.com/r/e3cu5Cc5

▶ https://www.youtube.com/watch?v=ukQSiCyQyyw

https://the-bitcoin-strategy.com/r/pDDoCB8R

🚀 Canton Beats Ethereum At This - CC Crypto Analysis 💎 ...

2026-11-04T18:14:34Z

🚀 Canton Beats Ethereum At This - CC Crypto Analysis

💎 Automatic Copy Trading: https://the-bitcoin-strategy.com/r/xbJi1kZt

▶ https://www.youtube.com/watch?v=RFQUjeStcgo

https://the-bitcoin-strategy.com/r/kUS0uDHy

🔥 Beam Is Cheaper Than It Looks - BEAM Crypto Analysis 💎 ...

2026-11-04T17:09:35Z

🔥 Beam Is Cheaper Than It Looks - BEAM Crypto Analysis

💎 Automatic Copy Trading: https://the-bitcoin-strategy.com/r/rHbcrg0z

▶ https://www.youtube.com/watch?v=7ZDmK3fOjxU

https://the-bitcoin-strategy.com/r/DwSRaxqg

What our members say about Bitcoin Strategy Premium 👇 Real ...

2026-11-04T16:32:01Z

What our members say about Bitcoin Strategy Premium 👇

Real reviews from members of Bitcoin Strategy Premium.

Try Premium with a full refund in the first 7 days:
https://the-bitcoin-strategy.com/r/WcQl5Eqv

🔥 The Hyperliquid Unlock Myth - HYPE Crypto Analysis 💎 ...

2026-11-04T16:04:34Z

🔥 The Hyperliquid Unlock Myth - HYPE Crypto Analysis

💎 Automatic Copy Trading: https://the-bitcoin-strategy.com/r/nk48Tgou

▶ https://www.youtube.com/watch?v=zRvEl82koQ4

https://the-bitcoin-strategy.com/r/fmTQP8GI

🔥 The Solana Gap Few Can Explain - SOL Crypto Analysis 💎 ...

2026-11-04T14:59:34Z

🔥 The Solana Gap Few Can Explain - SOL Crypto Analysis

💎 Automatic Copy Trading: https://the-bitcoin-strategy.com/r/tUlP9p5e

▶ https://www.youtube.com/watch?v=U2Gxq0zj4MM

https://the-bitcoin-strategy.com/r/mmOJ1pL9

🔥 The LayerZero Date To Watch - ZRO Crypto Analysis 💎 ...

2026-11-04T13:54:34Z

🔥 The LayerZero Date To Watch - ZRO Crypto Analysis

💎 Automatic Copy Trading: https://the-bitcoin-strategy.com/r/O0Mucp47

▶ https://www.youtube.com/watch?v=vl4OYu_Efqg

https://the-bitcoin-strategy.com/r/53icW3E0

🚀 The Sui Users Few Talk About - SUI Crypto Analysis 💎 ...

2026-11-04T12:49:34Z

🚀 The Sui Users Few Talk About - SUI Crypto Analysis

💎 Automatic Copy Trading: https://the-bitcoin-strategy.com/r/Sl739l1c

▶ https://www.youtube.com/watch?v=BVebXyPH9Ss

https://the-bitcoin-strategy.com/r/ATS6GYyD

🔥 The Kaspa Stablecoin Surprise - KAS Crypto Analysis ...

2026-11-04T11:22:29Z

🔥 The Kaspa Stablecoin Surprise - KAS Crypto Analysis

KaspaDollar, led by a Kaspa core developer, is a planned decentralized stablecoin because every major dollar token issuer turned them down, citing too little trading volume and missing tools. One single gift makes up 42 percent of its current 15,000 dollar fund, with a January 1 deadline before the money goes back. I walk through exactly what has to fall into place for Kaspa to triple from here, and why the answer depends heavily on whether this small fund hits its goal.

▶ https://www.youtube.com/watch?v=I_gW-0C5mks

https://the-bitcoin-strategy.com/r/JGbAmAQc

🔥 A Central Bank Let Quant In - QNT Crypto Analysis The Bank ...

2026-11-04T10:17:27Z

🔥 A Central Bank Let Quant In - QNT Crypto Analysis

The Bank of England selected 18 firms, including Quant, to test a new payment feature where both sides of a transaction settle at once, but the QNT token is not mentioned anywhere on that Bank page. I walk through Quant's actual revenue, just 11.5 million pounds with nearly all of it billed inside its own group, against a 2.8 billion dollar market cap. The next set of company accounts, due by June 2026, could either justify that valuation or expose it.

▶ https://www.youtube.com/watch?v=ruuUqQkfNog

https://the-bitcoin-strategy.com/r/nY3CnMH8

Simple beats complex. Every single time. Timeless money rules in ...

2026-11-04T05:13:10Z

Simple beats complex. Every single time.

Timeless money rules in plain language, a new one most days.

🔥 Fetch AI Has 3 Million Agents - FET Crypto Analysis Fetch AI ...

2026-11-03T18:57:04Z

🔥 Fetch AI Has 3 Million Agents - FET Crypto Analysis

Fetch AI claims 3 million agents on its platform, but I dug into the actual Agentverse usage data and the top agent alone has 11 million interactions, with most of the busiest 50 being energy demos and tutorials, not real users. The harder question is whether any of that activity connects to the FET token, since the new apps are free and payments run through Stripe, not FET. With ASI:Chain mainnet expected late 2026 and FET currently sitting around 16 cents, there is a very specific chart level that changes the risk picture entirely.

▶ https://www.youtube.com/watch?v=1-TG2qLrMd8

https://the-bitcoin-strategy.com/r/etoJ7PcS

🤩 Cardano Broke A 2021 Record - ADA Crypto Analysis Cardano ...

2026-11-03T18:16:05Z

🤩 Cardano Broke A 2021 Record - ADA Crypto Analysis

Cardano just set a 5-day transaction record of 1.78 million, breaking a mark that held since November 2021, yet ADA dropped almost 30% in the same stretch. I walk through exactly who was behind that activity spike and why the on-chain data tells a very different story than the headlines suggest. The real question is whether the upcoming Leios upgrade and stablecoin growth can bring genuine demand back, or whether this record was a one-off that changes nothing.

▶ https://www.youtube.com/watch?v=WO1XHWJLBzw

https://the-bitcoin-strategy.com/r/EyGTmKrT

🚀 Someone Buys Tron Every Day - TRX Crypto Analysis Tron Inc. ...

2026-11-03T16:47:07Z

🚀 Someone Buys Tron Every Day - TRX Crypto Analysis

Tron Inc. posts a public TRX purchase every single day, each one around 150,000 tokens or roughly 50,000 dollars, funded by a prepaid plan that my math suggests runs out around mid-January. But that daily buying absorbs only about ten percent of new daily supply, while 51 percent of all Tether now sits on Tron and fees hit 701 million dollars last quarter. I walk through whether any of that activity actually benefits the token holder, and what one specific fee number would need to do to change the picture.

▶ https://www.youtube.com/watch?v=5oLcnRL-Whw

https://the-bitcoin-strategy.com/r/22xfxeWs

What our members say about Bitcoin Strategy Premium 👇 Real ...

2026-11-03T16:32:02Z

🔥 Ethereum Stakers Won't Leave - ETH Crypto Analysis With ...

2026-11-03T15:42:29Z

🔥 Ethereum Stakers Won't Leave - ETH Crypto Analysis

With 1.09 million ETH queued to enter staking and only 4,352 waiting to leave, stakers are clearly not going anywhere, yet US Ethereum funds just posted their worst month ever with 1.61 billion dollars in outflows. I break down the real numbers behind both sides of this split, including why 47% of all stablecoins sitting on Ethereum barely sends any fees back to ETH holders, and what the shrinking entry queue might actually be signaling about demand ahead.

▶ https://www.youtube.com/watch?v=xpxZhELj-I4

https://the-bitcoin-strategy.com/r/Wg1XOQhj

🔥 Internet Computer Joins Claude - ICP Crypto Analysis DFINITY ...

2026-11-03T14:37:03Z

🔥 Internet Computer Joins Claude - ICP Crypto Analysis

DFINITY announced Internet Computer as a connector inside Claude in September 2026, letting Claude read data and make changes inside ICP apps, including every app built with Caffeine. Daily logins on the chain nearly doubled to 6,000 the same week, but a free Caffeine promotion launched a day earlier and nobody knows which drove the spike. I walk through the on-chain numbers, the token price reaction, and why the end of November is the date that actually matters here.

▶ https://www.youtube.com/watch?v=Jq1EbV1tSDk

https://the-bitcoin-strategy.com/r/nEPv8Pbd

🚀 Hedera Has Room To Grow - HBAR Crypto Analysis Hedera's ...

2026-11-03T13:32:49Z

🚀 Hedera Has Room To Grow - HBAR Crypto Analysis

Hedera's network can handle over 10,000 transactions a second, yet right now it processes just 4 to 11. I walk through what that gap actually means for fees, token value, and a potential 3x scenario, and why the chart shows we may be at a critical decision point with roughly 6% of buffer left before the long-term trend breaks. The room for growth is real, but there is one number from the last 12 months that changes everything about how to read it.

▶ https://www.youtube.com/watch?v=KwFCu_XXT9Y

https://the-bitcoin-strategy.com/r/P00q9K3B

⚠️ Five Wallets Hold Bedrock - BR Crypto Analysis Five ...

2026-11-03T12:27:04Z

⚠️ Five Wallets Hold Bedrock - BR Crypto Analysis

Five wallets control nearly 70% of all BR tokens, and not one of them carries an official name. I walk through the on-chain data behind a token that surged more than 5x in three weeks with no announced catalyst, where moving the price by 2% across spot markets costs only around $127,000. The ownership structure, the September wallet flow, and the futures activity all raise questions that the project has not yet answered.

▶ https://www.youtube.com/watch?v=X8KugbP7q7o

https://the-bitcoin-strategy.com/r/2x8vEak4

🚀 Sui Is Going For Number One - SUI Crypto Analysis Sui's ...

2026-11-03T11:22:31Z

🚀 Sui Is Going For Number One - SUI Crypto Analysis

Sui's co-founder posted on X that the chain is "going for number one," and one day later he got specific: a target of five to ten percent of all Bitcoin in circulation, which at the low end is roughly one million Bitcoin worth about 77 billion dollars. I walk through where Sui actually stands today, ranked between fourteenth and twenty-second across key metrics, and what the first real Bitcoin deposits into Hashi reveal about how far that target still is.

▶ https://www.youtube.com/watch?v=HYlP5Kfj7c0

https://the-bitcoin-strategy.com/r/H7rmC1CO

🔥 Binance Hack: The Promise Kept - BINANCE Crypto Analysis A ...

2026-11-03T10:17:04Z

🔥 Binance Hack: The Promise Kept - BINANCE Crypto Analysis

A net 4.72 billion dollars has left Binance since the hack, but that is only about 2.8% of the 171 billion dollars held there. I walk through why that number does not tell the full story yet: so far only 14 of the 991 tokens can actually be withdrawn, meaning the real stress test for altcoin holders has barely begun. The one item still missing from Binance's promise list has no date at all, and it is the one that changes everything.

▶ https://www.youtube.com/watch?v=3T0OY5rr8j4

https://the-bitcoin-strategy.com/r/X8sA3hpK

Mistakes that quietly drain your money Timeless money rules in ...

2026-11-03T05:05:14Z

Mistakes that quietly drain your money

Timeless money rules in plain language, a new one most days.

🔥 Bitway Gamblers Are Gone - BTW Crypto Analysis Bitway is ...

2026-11-02T20:02:36Z

🔥 Bitway Gamblers Are Gone - BTW Crypto Analysis

Bitway is unlocking 101 million tokens today, worth roughly 107 million dollars against a daily spot volume of only 4 million, and I walk through exactly what that supply pressure means for the price. The business earning about 590 thousand dollars a year while the market cap sits near 1.6 billion is only part of the picture: four contracts holding 73 percent of all tokens can still have their code rewritten by the owners, and about 200 million already-due tokens have not moved yet. December 2 is the date I am watching closely, and the case for or against Bitway from here hinges on what happen

▶ https://www.youtube.com/watch?v=eKbOaYBhMGg

https://the-bitcoin-strategy.com/r/yXiWxBNe

🔥 Bitway Gamblers Are Gone - BTW Crypto Analysis Bitway is ...

2026-11-02T20:02:26Z

🔥 Bitway Gamblers Are Gone - BTW Crypto Analysis

Bitway is unlocking 101 million tokens today, worth roughly 107 million dollars against a daily spot volume of only about 4 million dollars, and I walk through exactly what that supply pressure means for the price. The product itself held up surprisingly well through the Binance hack, with deposits staying flat near 36 million dollars, but the business earned only about 49 thousand dollars in the last 30 days against a 1.6 billion dollar market cap. I break down who actually holds these tokens, what the on-chain contracts can still do to the unlock calendar, and what the December 2 batch will

▶ https://www.youtube.com/watch?v=eKbOaYBhMGg

https://the-bitcoin-strategy.com/r/yXiWxBNe

🚀 Derive Is Quietly Winning - DRV Crypto Analysis Derive went ...

2026-11-02T18:57:44Z

🚀 Derive Is Quietly Winning - DRV Crypto Analysis

Derive went from handling 0.1% of Deribit's options volume to roughly 5% in just 12 months, with monthly volume climbing from about 600 million to 36 billion dollars. I break down exactly what that growth is worth, because at a market cap of around 340 million dollars the token is already priced at about 64 times annual revenue, and a group of insiders has been free to sell since September. The numbers tell two very different stories depending on your time horizon, and I walk through both.

▶ https://www.youtube.com/watch?v=wfiMhU6MlVY

https://the-bitcoin-strategy.com/r/1J2ECHqT

🚀 Derive Is Quietly Winning - DRV Crypto Analysis Derive grew ...

2026-11-02T18:57:36Z

🚀 Derive Is Quietly Winning - DRV Crypto Analysis

Derive grew its crypto options volume from roughly 600 million dollars to 36 billion dollars in just 12 months, yet the DRV token is already priced at about 64 times annual revenue and sits at roughly 12 percent of what Coinbase paid for Deribit. I walk through exactly who can sell now, how fast the exchange needs to keep growing to justify that valuation, and what the on-chain data suggests about where the token goes next.

▶ https://www.youtube.com/watch?v=wfiMhU6MlVY

https://the-bitcoin-strategy.com/r/1J2ECHqT

🔥 MemeCore Got A Billion Deal - M Crypto Analysis The MemeCore ...

2026-11-02T17:52:44Z

🔥 MemeCore Got A Billion Deal - M Crypto Analysis

The MemeCore "1 billion dollar deal" sent no cash to the project at all. I walk through the actual press release, which shows 926 million tokens handed to a Nasdaq company called ZeroStack at a price both sides set themselves, while the buyback wallet that was supposed to hold at least 10 million dollars worth of tokens sits completely empty across all three networks. With daily spot volume under 2 million dollars and one wallet behind 936 of the last 1,000 on-chain transactions, the real question is what is actually holding this token up at 84 cents.

▶ https://www.youtube.com/watch?v=ONSQvAFRMmE

https://the-bitcoin-strategy.com/r/llYXAW0d

🔥 MemeCore Got A Billion Deal - M Crypto Analysis The MemeCore ...

2026-11-02T17:52:41Z

🔥 MemeCore Got A Billion Deal - M Crypto Analysis

The MemeCore "billion dollar deal" was never paid in cash: about 926 million tokens were handed to a Nasdaq-listed company called ZeroStack, with both sides setting their own valuation at $1.08 per token, well above where the market trades today. I walk through what the block explorer actually shows, including one wallet responsible for 936 of the last 1,000 transactions, a buyback wallet holding zero tokens, and a spot order book so thin that less than a thousand dollars of orders sit within 2% of the price. The marketing looks real and the Nasdaq connection is real, but whether any of this a

▶ https://www.youtube.com/watch?v=ONSQvAFRMmE

https://the-bitcoin-strategy.com/r/llYXAW0d

🤩 FBI Asks THORChain For Help - RUNE Crypto Analysis The FBI ...

2026-11-02T16:47:27Z

🤩 FBI Asks THORChain For Help - RUNE Crypto Analysis

The FBI has asked THORChain node operators to block 628 addresses tied to the largest crypto hack on record, with roughly 44 million dollars of Binance hack money already traced through the network in just two days. I walk through what THORChain actually is, why its founders have gone silent on X, and how a random Ethereum glitch accidentally slowed the hackers down. The network earned about 14 million dollars in fees over the last 12 months with no new RUNE printed, but one unanswered question is now hanging over the entire valuation.

▶ https://www.youtube.com/watch?v=AGmxIfGPL9s

https://the-bitcoin-strategy.com/r/JSE5XRnI

🤩 FBI Asks THORChain For Help - RUNE Crypto Analysis The FBI ...

2026-11-02T16:47:24Z

🤩 FBI Asks THORChain For Help - RUNE Crypto Analysis

The FBI has formally asked THORChain node operators to block 628 addresses tied to the roughly 6 billion dollar Binance hack, but the network was built so that nobody can stop anybody from swapping, and at the time of filming not one operator has publicly answered. I walk through what that silence means for a network where total value locked has already dropped from about 364 million dollars to 31 million, and where RUNE has underperformed the broader altcoin market by roughly 95 percent since its 2021 peak. The FBI question is the one variable nobody can price yet, and where that pressure lan

▶ https://www.youtube.com/watch?v=AGmxIfGPL9s

https://the-bitcoin-strategy.com/r/JSE5XRnI

What our members say about Bitcoin Strategy Premium 👇 Real ...

2026-11-02T16:32:18Z

What our members say about Bitcoin Strategy Premium 👇

Real reviews from members of Bitcoin Strategy Premium.

Start your 7-day risk-free access (100% money-back in 7 days):
https://the-bitcoin-strategy.com/r/WcQl5Eqv

🤩 Lighter Hit 1 Million Accounts - LIT Crypto Analysis Lighter ...

2026-11-02T15:42:51Z

🤩 Lighter Hit 1 Million Accounts - LIT Crypto Analysis

Lighter just crossed 1 million accounts and posted its best fee month since February, pulling in roughly 6.2 million dollars and beating rival Aster for the first time, while trading at less than half Aster's market valuation. I break down why a single date at the end of December may matter far more than those fee wins, and why the burn rate of around 11 million LIT per year faces a unlock that is roughly 15 times larger.

▶ https://www.youtube.com/watch?v=g_bKRESH3UU

https://the-bitcoin-strategy.com/r/4n3aKDtB

🤩 Lighter Hit 1 Million Accounts - LIT Crypto Analysis Lighter ...

2026-11-02T15:42:42Z

🤩 Lighter Hit 1 Million Accounts - LIT Crypto Analysis

Lighter just crossed 1 million accounts and posted its best fee month since February, pulling in roughly 6.2 million dollars and beating rival Aster for the first time, yet the LIT token trades at less than half of Aster's valuation. I walk through why that discount may not be the bargain it looks like, because at the end of December a team and early-investor unlock releases half of all LIT supply, adding around 167 million tokens per year against a burn rate that is currently fifteen times smaller. The CFTC license filing and the next buyback number could each move the price in the short term

▶ https://www.youtube.com/watch?v=g_bKRESH3UU

https://the-bitcoin-strategy.com/r/4n3aKDtB

🤩 Injective Now Prices AI Chips - INJ Crypto Analysis ...

2026-11-02T14:37:49Z

🤩 Injective Now Prices AI Chips - INJ Crypto Analysis

Injective just launched a market that prices Nvidia AI chip rentals hour by hour, tracking five chips with the H100 carrying a 40 percent weight, and in its first days it saw around 540,000 dollars of daily trading volume. I also walk through a recent fund filing from Canary Capital, which wants to list an INJ ETF on Nasdaq under the ticker INJC at a fee of 1.1 percent per year, with the Injective Foundation planning to seed it with up to 15 million dollars. The chart shows a potential 800 percent outperformance versus the broader altcoin market, but there is a serious weak spot in the fundame

▶ https://www.youtube.com/watch?v=0FZOnbN-wTA

https://the-bitcoin-strategy.com/r/nFlCylSE

🤩 Injective Now Prices AI Chips - INJ Crypto Analysis ...

2026-11-02T14:37:46Z

🤩 Injective Now Prices AI Chips - INJ Crypto Analysis

Injective just launched a market that tracks the rental price of five Nvidia chips hour by hour, letting companies hedge AI compute costs and traders speculate on chip prices without owning a single chip. But the chip market is not the main reason I think INJ is worth buying here: a fund filing from ten days ago finally had its fee filled in at 1.1 percent per year, with the fund set to trade on Nasdaq under the ticker INJC. I walk through the tokenomics gap, the price chart that shows roughly 800 percent potential outperformance against altcoins, and what still needs to happen before this cas

▶ https://www.youtube.com/watch?v=0FZOnbN-wTA

https://the-bitcoin-strategy.com/r/nFlCylSE

🔥 Found: The Pepe Team Wallet - PEPE Crypto Analysis I traced ...

2026-11-02T13:39:03Z

🔥 Found: The Pepe Team Wallet - PEPE Crypto Analysis

I traced the on-chain trail of the original Pepe team wallet step by step, from the infamous August 2023 sell-off through the 6.9 trillion token burn, all the way to the one wallet that still holds roughly 2.1 trillion Pepe worth about ten million dollars today. I also break down who the real heavyweight holders are now, including two wallets Arkham links to Justin Sun and a Binance address controlling around 14 percent of the entire supply. Whether that picture makes Pepe a trade worth taking right now is exactly what the on-chain data and the dominance chart are pointing toward.

▶ https://www.youtube.com/watch?v=abDlyFhoLv0

https://the-bitcoin-strategy.com/r/Da8dfYo7

🔥 Found: The Pepe Team Wallet - PEPE Crypto Analysis I traced ...

2026-11-02T13:38:48Z

🔥 Found: The Pepe Team Wallet - PEPE Crypto Analysis

I traced the full on-chain trail of the Pepe team wallet, where 6.9 trillion tokens were burned in October 2023, roughly 1.6 percent of the entire supply gone for good, and a second wallet holding about 2.1 trillion tokens, worth around ten million dollars, has not moved a single token since last December. I also break down who the real heavyweight holders are today, including two wallets Arkham links to Justin Sun and a Binance address controlling about 14 percent of all Pepe, and what that means for actual price risk. Whether that concentration makes Pepe unusually clean supply-wise or dange

▶ https://www.youtube.com/watch?v=abDlyFhoLv0

https://the-bitcoin-strategy.com/r/Da8dfYo7

🔥 The Quant CEO Saw This Coming - QNT Crypto Analysis The ...

2026-11-02T12:27:50Z

🔥 The Quant CEO Saw This Coming - QNT Crypto Analysis

The Quant CEO described a use case on a 20-minute Clearing House podcast where a company's cash moves into a money market fund on its own when interest rates are high enough, and Uber already ran that exact trade with HSBC digital deposits on a Sunday, earning roughly 1.5 extra days of interest. I walk through what Quant actually provides to the 25 US banks, how it compares to Canton (which burns about 1.3 million dollars in fees every day), and why the critical open question is whether any of those bank deals require a single QNT token to function. The answer to that question, expected when t

▶ https://www.youtube.com/watch?v=jK6PJtk5lGQ

https://the-bitcoin-strategy.com/r/pFtaRqXl

🔥 The Quant CEO Saw This Coming - QNT Crypto Analysis The ...

2026-11-02T12:27:44Z

🔥 The Quant CEO Saw This Coming - QNT Crypto Analysis

The Quant CEO described a trade where a company's cash moves into a money market fund on its own when interest rates are high enough, and Uber quietly ran that exact trade with HSBC digital deposits on a Sunday, earning an extra 1.5 days of interest. I walk through what The Clearing House's September deal actually means for Quant, why the QNT token is never named in any of these partnerships, and whether the 2027 US network launch changes that picture entirely.

▶ https://www.youtube.com/watch?v=jK6PJtk5lGQ

https://the-bitcoin-strategy.com/r/pFtaRqXl

🔥 A US State Uses Avalanche - AVAX Crypto Analysis Wyoming ...

2026-11-02T11:22:30Z

🔥 A US State Uses Avalanche - AVAX Crypto Analysis

Wyoming built its own digital dollar called FRNT, it runs on Avalanche, and big names like Franklin Templeton and VanEck just joined a payments club there. But Avalanche moved nearly 20 billion dollars of stablecoins in 30 days and collected only about 350,000 dollars in fees, while the stablecoin pot sitting on the chain has shrunk 46 percent in the past year. I break down whether the real usage numbers justify owning AVAX right now, or whether the chart's 83 percent underperformance since late 2023 is telling you something the headlines are not.

▶ https://www.youtube.com/watch?v=lKviL2BSuH4

https://the-bitcoin-strategy.com/r/jmhNS0H5

🔥 A US State Uses Avalanche - AVAX Crypto Analysis Wyoming ...

2026-11-02T11:22:24Z

🔥 A US State Uses Avalanche - AVAX Crypto Analysis

Wyoming launched its own digital dollar called FRNT, backed by US government bonds and spendable via a Visa card, and it runs on Avalanche. But FRNT also runs on seven other chains at the same time, and Avalanche already moves nearly 20 billion dollars of stablecoins a month while earning under 2 cents per thousand dollars moved. I walk through what those numbers actually mean for AVAX holders, and why the gap between impressive partners and shrinking on-chain deposits is the real story here.

▶ https://www.youtube.com/watch?v=lKviL2BSuH4

https://the-bitcoin-strategy.com/r/jmhNS0H5

🚀 NEAR Protocol Replaced Uniswap - NEAR Crypto Analysis On ...

2026-11-02T10:17:57Z

🚀 NEAR Protocol Replaced Uniswap - NEAR Crypto Analysis

On October 22, Bitwise added NEAR to its 10 Large Cap crypto index, pushing out Uniswap, but NEAR sits only about 25 percent larger than Uniswap by market cap, which means one weak month could reverse the swap entirely. I walk through the real buying pressure behind that headline, why Bitwise's much bigger European and US NEAR products are actually shrinking right now, and what the tokenomics vote closing today means for supply. The date that changes everything is the end of November, and the chart picture makes the stakes a lot harder to ignore.

▶ https://www.youtube.com/watch?v=SKC4wq__wB4

https://the-bitcoin-strategy.com/r/sKRh5DHb

🚀 NEAR Protocol Replaced Uniswap - NEAR Crypto Analysis On ...

2026-11-02T10:17:35Z

🚀 NEAR Protocol Replaced Uniswap - NEAR Crypto Analysis

On October 22, Bitwise added NEAR to its 10 Large Cap crypto index, pushing out Uniswap, but the index fund buy amounts to just 435,000 tokens, less than five days of new NEAR supply. I walk through the three Bitwise products holding a combined 37 million NEAR, why the larger European product is actually shrinking, and what the tokenomics vote closing today really changes for inflation. The date that decides everything is the end of November.

▶ https://www.youtube.com/watch?v=SKC4wq__wB4

https://the-bitcoin-strategy.com/r/sKRh5DHb

When to buy more and when to step back. Grab the free Entries And ...

2026-11-02T01:24:38Z

When to buy more and when to step back.

Grab the free Entries And Exits cheat sheet (plain-language rules, no jargon):
https://the-bitcoin-strategy.com/entries-and-exits?utm_source=carousel&utm_medium=principles&utm_campaign=kb&utm_content=entries-and-exits

If you want the quick stuff, daily charts and fast market reads, ...

2026-11-01T21:50:10Z

If you want the quick stuff, daily charts and fast market reads, Telegram is where that lives. Nostr gets my longer thinking. Different pace, different depth. If the charts side is what you're after, the channel link is below.

https://t.me/bitcoinstrategynews

🤩 The Hidden Profit At Anthropic - IPO Analysis ...

2026-11-01T21:09:10Z

🤩 The Hidden Profit At Anthropic - IPO Analysis

Anthropic's IPO filing shows an $80.7 billion loss in the first half of this year, but I walk through the hidden number sitting right underneath it: strip out roughly $72 billion in paper charges tied to Amazon's convertible notes and the business actually generated about $2.7 billion in profit, with revenue growing fourteen times in a single year. The banks behind the deal, led by Goldman Sachs and Morgan Stanley, are reportedly targeting a valuation between $1.5 and $2 trillion, which works out to around 38 times annualised sales at the midpoint. Whether that price makes sense depends on two

▶ https://www.youtube.com/watch?v=zzUcUmn5ftQ

https://the-bitcoin-strategy.com/r/cEb8rv1S

🤩 The Hidden Profit At Anthropic - IPO Analysis ...

2026-11-01T21:08:47Z

🤩 The Hidden Profit At Anthropic - IPO Analysis

Anthropic's IPO filing shows an $80.7 billion loss, but I walk through why about $72 billion of that never left the company as cash, and how the business underneath it already generated close to $1 billion in operating profit in a single quarter. Revenue grew roughly 14 times in one year, yet the banks are reportedly targeting a valuation between $1.5 and $2 trillion, which works out to about 38 times the annualised sales pace of the most recent quarter. Whether that price is justified comes down to two numbers that are expected to land in roughly two weeks.

▶ https://www.youtube.com/watch?v=zzUcUmn5ftQ

https://the-bitcoin-strategy.com/r/cEb8rv1S

🔥 Plasma Got A Huge Partner - XPL Crypto Analysis Stripe, one ...

2026-11-01T20:02:52Z

🔥 Plasma Got A Huge Partner - XPL Crypto Analysis

Stripe, one of the world's most recognized payment companies, just chose Plasma as a partner to build multi-currency cards for more than 100 countries, even though the chain earned only around $7,000 in fees last month. I walk through exactly why that makes sense given how Plasma is designed, then break down what the numbers actually show: stablecoin deposits up 74 percent since August, card spending that tripled in roughly eleven weeks, and a token supply that more than doubles by 2028. Whether any of this translates into real value for XPL holders depends on one thing, and the answer is more

▶ https://www.youtube.com/watch?v=eSkpytoTOh8

https://the-bitcoin-strategy.com/r/9RS2ORJB

🔥 Plasma Got A Huge Partner - XPL Crypto Analysis Stripe, one ...

2026-11-01T20:02:43Z

🔥 Plasma Got A Huge Partner - XPL Crypto Analysis

Stripe, one of the largest payment companies in the world, just chose Plasma as a partner to build cards for more than 100 countries, despite the chain earning only about $7,000 in fees last month. I walk through why that number is actually the whole point of Plasma, how stablecoin volume on the chain jumped 74% since August, and what the monthly token unlocks worth over $18 million each mean for XPL holders. The Stripe cards have no launch date yet, and whether they actually ship is what I think decides the long-term case entirely.

▶ https://www.youtube.com/watch?v=eSkpytoTOh8

https://the-bitcoin-strategy.com/r/9RS2ORJB

🚀 Kinetiq Builds A New Chain - KNTQ Crypto Analysis Kinetiq is ...

2026-11-01T18:57:33Z

🚀 Kinetiq Builds A New Chain - KNTQ Crypto Analysis

Kinetiq is launching its own chain, Elysium, on November 9, with Uniswap and Pump.fun trading on it from day one, and half of all chain fees are supposed to buy back and permanently burn the KNTQ token. I walk through why that buyback mechanism faces a serious math problem right now: current buybacks run about $130,000 a month while roughly 13 million tokens unlock every month for founders and early investors. One figure will decide whether this project closes that gap, and it is a number we simply do not have yet.

▶ https://www.youtube.com/watch?v=T2Qm5zJngOk

https://the-bitcoin-strategy.com/r/td0gpE8E

⚠️ Pearl Has A Hidden Catch - PEARL Crypto Analysis Pearl ...

2026-11-01T17:52:57Z

⚠️ Pearl Has A Hidden Catch - PEARL Crypto Analysis

Pearl copies Bitcoin's fixed supply rules on paper, but I walk through why the reality is very different: only 17% of the 2.1 billion token cap exists today, and miners are releasing roughly 1 million new tokens every single day, worth about 1.5 million dollars at the current price. On top of that, a June researcher audit found no actual AI computation running on the network, which cuts against the core pitch. The Coinbase roadmap mention and 130 million dollar funding report sound bullish, but the supply math tells a more complicated story.

▶ https://www.youtube.com/watch?v=42ihuA41-wM

https://the-bitcoin-strategy.com/r/1E0CvIRl

🚀 The VeChain AI Surprise - VET Crypto Analysis VeChain ...

2026-11-01T16:47:58Z

🚀 The VeChain AI Surprise - VET Crypto Analysis

VeChain launched an AI app store in July, and it now ships updates almost every week, including a phone app, Telegram agents, and a trust layer called AgentTrust that logs each agent on the chain. But here is the tension I walk through: daily transactions actually dropped from around 33,000 to 27,000 after the launch, and the entire platform is currently free with no wallet required and no mention of VET anywhere. I break down what has to change for this AI story to start mattering for the token, and what the numbers say about whether that gap is closing.

▶ https://www.youtube.com/watch?v=xJG4AU9uN94

https://the-bitcoin-strategy.com/r/pw6wLIyn

🚀 The VeChain AI Surprise - VET Crypto Analysis VeChain ...

2026-11-01T16:47:48Z

🚀 The VeChain AI Surprise - VET Crypto Analysis

VeChain launched an AI app store in July, and it now ships updates almost every week, including a phone app, Telegram agents, and a trust layer called AgentTrust that puts each agent on the blockchain. The catch is that the product is currently free and requires no crypto wallet, no VET, no VTHO, nothing, which is exactly why daily transactions dropped from around 33,000 to 27,000 after the launch rather than climbing. I walk through the one specific event that would change that equation for VET holders, and what the chain data would need to show for this AI chapter to matter at all.

▶ https://www.youtube.com/watch?v=xJG4AU9uN94

https://the-bitcoin-strategy.com/r/pw6wLIyn

What our members say about Bitcoin Strategy Premium 👇 Real ...

2026-11-01T16:32:14Z

🔥 Starknet Holders Lock Up More - STRK Crypto Analysis ...

2026-11-01T15:42:49Z

🔥 Starknet Holders Lock Up More - STRK Crypto Analysis

Starknet holders locked up 211 million more STRK in just three weeks, even as the price fell roughly 65 percent from its peak, and I walk through exactly why that is happening and what it actually signals. The chain earns about 1,300 dollars a day in fees while stakers collect rewards worth around seven million dollars per year, so I break down whether that gap makes the current 335 million dollar valuation look cheap or dangerously stretched. There is also a quantum-resistance roadmap and a potential layer-one pivot in the picture, and the numbers cut in both directions.

▶ https://www.youtube.com/watch?v=7lFQr6im0lI

https://the-bitcoin-strategy.com/r/yZ5CVqPe

🔥 Starknet Holders Lock Up More - STRK Crypto Analysis ...

2026-11-01T15:42:39Z

🔥 Starknet Holders Lock Up More - STRK Crypto Analysis

Starknet holders added 211 million more STRK to the staking contract over just 3 weeks, even as the price dropped roughly 65 percent from its peak. I break down what that staking behaviour actually signals, how STRK compares on fees and users to rivals like Optimism and Arbitrum, and what the team's quantum-safe layer 1 roadmap would need to deliver to justify the current 335 million dollar valuation.

▶ https://www.youtube.com/watch?v=7lFQr6im0lI

https://the-bitcoin-strategy.com/r/yZ5CVqPe

🚀 Wall Street Came To Chainlink - LINK Crypto Analysis The ...

2026-11-01T14:37:42Z

🚀 Wall Street Came To Chainlink - LINK Crypto Analysis

The DTCC, the back office of the US stock market holding around 114 trillion dollars in securities, showed up at Chainlink's New York conference, and yet LINK dropped roughly 10 percent on the day. I walk through why the press release tells a different story than the stage appearance, and what the weekly Reserve deposits (sitting at about one million dollars each Thursday) actually reveal about whether Wall Street money is reaching the token. The real test has not arrived yet, and one specific date before year end will decide which of two very different scenarios plays out.

▶ https://www.youtube.com/watch?v=RRN2CixBwGY

https://the-bitcoin-strategy.com/r/FJ70Ye4R

🚀 Kaspa Apps Are Now Live - KAS Crypto Analysis Kaspa just ...

2026-11-01T13:32:30Z

🚀 Kaspa Apps Are Now Live - KAS Crypto Analysis

Kaspa just launched native apps and 440 tokens on its base layer, and on November 4 the block reward drops to roughly 1.7 million new tokens per day, worth about 55,000 dollars. I walk through what the reward cut actually means for selling pressure, why the January 31 Nacho migration deadline tells us far more about real adoption than any halving, and the one number I will be checking in February to decide whether these apps are genuinely gaining a crowd or sitting empty.

▶ https://www.youtube.com/watch?v=qJEhbIxo8f4

https://the-bitcoin-strategy.com/r/SSn2FoJT

🚀 Kaspa Apps Are Now Live - KAS Crypto Analysis Kaspa just ...

2026-11-01T13:32:18Z

🚀 Kaspa Apps Are Now Live - KAS Crypto Analysis

Kaspa just launched native apps and 440 tokens are now trading directly on the base layer, but with less than 1 million dollars locked in those apps and the typical token holding only two wallets, the crowd has not shown up yet. I walk through the November 4 reward cut, which drops daily miner earnings to roughly 55,000 dollars against 10 million dollars in daily trading volume, and why that cut is almost a non-event compared to the January 31 deadline for the Nacho token migration. That deadline is the one number I think actually tells us whether Kaspa apps are real or just live and empty.

▶ https://www.youtube.com/watch?v=qJEhbIxo8f4

https://the-bitcoin-strategy.com/r/SSn2FoJT

🔥 Bitcoin Is Moving Onto Sui - SUI Crypto Analysis Sui quietly ...

2026-11-01T12:27:29Z

🔥 Bitcoin Is Moving Onto Sui - SUI Crypto Analysis

Sui quietly switched on Hashi, its system for bringing real Bitcoin onto the Sui chain, on October 9, with no launch post and only about 0.1 Bitcoin moved so far against more than 500 million dollars committed by partners. I walk through what is actually confirmed on-chain, how Sui stacks up against Solana and Aptos on the numbers that matter, and what the one metric anyone can check right now will tell us about whether that promised capital ever arrives.

▶ https://www.youtube.com/watch?v=m0-Xld08aBI

https://the-bitcoin-strategy.com/r/5z2k2HKl

🤩 The Solana Number Nobody Sees - SOL Crypto Analysis ...

2026-11-01T11:24:14Z

🤩 The Solana Number Nobody Sees - SOL Crypto Analysis

Solana's apps generated about 1.35 billion dollars in revenue over the last 12 months, more than Hyperliquid, yet the SOL token is down roughly 48 percent while HYPE gained around 95 percent in the same period. I break down exactly where that app money goes and why so little of it reaches SOL holders, including a burn that covered only about 1 percent of new token issuance. The technical picture and ETF outflows add another layer to this, and the next few days could decide whether Solana's underperformance gets significantly worse.

▶ https://www.youtube.com/watch?v=_KFXbfObOQQ

https://the-bitcoin-strategy.com/r/TYaa3TP7

🤩 The Solana Number Nobody Sees - SOL Crypto Analysis ...

2026-11-01T11:24:06Z

🤩 The Solana Number Nobody Sees - SOL Crypto Analysis

Solana's apps pulled in roughly 1.35 billion dollars in revenue over the last twelve months, more than Hyperliquid, yet the SOL token is down about 48 percent while HYPE gained around 95 percent in the same period. I break down exactly where that app money goes, why so little of it reaches SOL holders, and what the burn rate of roughly 26 million dollars against 2.2 billion in new annual supply means for the token long term. The dominance chart is now at a critical level, and the next few days could tell us whether Solana's underperformance gets significantly worse.

▶ https://www.youtube.com/watch?v=_KFXbfObOQQ

https://the-bitcoin-strategy.com/r/TYaa3TP7

🤩 The Hidden Profit At Anthropic - IPO Analysis ...

2026-11-01T10:18:29Z

🤩 The Hidden Profit At Anthropic - IPO Analysis

Anthropic's IPO filing shows an $80.7 billion loss in the first half of this year, but buried right beneath it is a cash profit of roughly $2.7 billion once the paper charges are stripped out. I walk through exactly where that giant loss comes from, who it actually benefits, and why revenue growing 14 times in a single year still does not settle whether this is a cheap buy at a valuation above all of Bitcoin. The price range is expected in about two weeks, and the two numbers that come with it will decide everything.

▶ https://www.youtube.com/watch?v=JwpOJsQ7_wk

https://the-bitcoin-strategy.com/r/R8KEoa4l

Your feelings are not a strategy. Timeless money rules in plain ...

2026-11-01T00:53:46Z

Your feelings are not a strategy.

Timeless money rules in plain language, a new one most days.

🔥 Canton After The Big Launch - CC Crypto Analysis The DTCC ...

2026-10-31T18:57:40Z

🔥 Canton After The Big Launch - CC Crypto Analysis

The DTCC went live on Canton this week with roughly 20 firms including JPMorgan and Citi, Uber quietly tested it by earning extra weekend interest through a Franklin Templeton trade, and a new Universal Burn rule just got approved. I walk through every upcoming date on the calendar and explain why one of them, early next year, matters far more than the rest. The burn currently covers about two thirds of new token issuance, but whether it can close that gap is the open question that will decide everything.

▶ https://www.youtube.com/watch?v=E40AeoRLSJ4

https://the-bitcoin-strategy.com/r/2UxTlAZ9

🚀 Binance Moved Into Algorand - ALGO Crypto Analysis Binance ...

2026-10-31T17:52:23Z

🚀 Binance Moved Into Algorand - ALGO Crypto Analysis

Binance moved roughly 73 million dollars in USDC onto the Algorand chain in just a few weeks, and almost all of it came through a single wallet rather than through growing app usage. I walk through what that concentration actually means for the token, while also tracking a leadership picture where the CEO, CTO, and marketing chief have all turned over since August. The numbers I run comparing Algorand to Hedera point toward a specific valuation level, but whether ALGO ever gets there depends on a few things that have not happened yet.

▶ https://www.youtube.com/watch?v=t18jlo8ehyY

https://the-bitcoin-strategy.com/r/Kq3LURaa

🚀 Binance Moved Into Algorand - ALGO Crypto Analysis Binance ...

2026-10-31T17:52:13Z

🚀 Binance Moved Into Algorand - ALGO Crypto Analysis

Binance moved 73 million dollars of USDC onto the Algorand chain in roughly six weeks, and almost all of it came through a single wallet, not through any growth in real apps. I walk through what that concentration actually means for the token, and compare Algorand's on-chain activity to Hedera to see whether ALGO is genuinely cheap or just cheap for a reason. The CTO chair has been empty for three weeks, and that leadership gap is central to where this goes next.

▶ https://www.youtube.com/watch?v=t18jlo8ehyY

https://the-bitcoin-strategy.com/r/Kq3LURaa

🔥 NEAR Protocol Has A Secret - NEAR Crypto Analysis NEAR ...

2026-10-31T16:47:43Z

🔥 NEAR Protocol Has A Secret - NEAR Crypto Analysis

NEAR Protocol's AI helper is already running inside the Brave browser, powered by NEAR AI on sealed Nvidia hardware, with over 1 million NEAR now staked for it, double the figure from just seven weeks ago. I walk through the on-chain numbers, the 73 percent drop in daily active users versus a year ago, and the valuation sitting at roughly 218 times what the protocol's router earns annually. The AI product is real, the team has serious credentials, but one critical number is still missing, and it changes everything.

▶ https://www.youtube.com/watch?v=ap6Z0IAh3Sw

https://the-bitcoin-strategy.com/r/VwlU1uOv

🔥 NEAR Protocol Has A Secret - NEAR Crypto Analysis NEAR ...

2026-10-31T16:47:36Z

🔥 NEAR Protocol Has A Secret - NEAR Crypto Analysis

NEAR Protocol's AI helper is already live inside the Brave browser, running on sealed Nvidia hardware with no account required, and the amount of NEAR staked to pay for that AI doubled to over one million tokens in just seven weeks. I walk through the on-chain numbers, including a 73 percent drop in daily active users versus last year and a market cap sitting at roughly 218 times what the protocol's router earns annually, to weigh whether the fundamentals actually justify the current valuation. There is one specific figure the team keeps publishing that I think will tell us whether this AI sto

▶ https://www.youtube.com/watch?v=ap6Z0IAh3Sw

https://the-bitcoin-strategy.com/r/VwlU1uOv

What our members say about Bitcoin Strategy Premium 👇 Real ...

2026-10-31T16:32:08Z

🔥 The Avalanche Owners Changed - AVAX Crypto Analysis Two big ...

2026-10-31T15:42:56Z

🔥 The Avalanche Owners Changed - AVAX Crypto Analysis

Two big Nasdaq-listed companies were built specifically to hold AVAX, and together with US funds they control about 7 percent of the supply, worth roughly 280 million dollars. I walk through what each of those major holders is actually doing right now, and then compare that against the real fee revenue flowing to the token, including what all the corporate chains on Avalanche combined are paying per year. The gap between the headline names building here and the numbers that actually reach the token is the tension this whole analysis turns on.

▶ https://www.youtube.com/watch?v=GCvHo-5wVmU

https://the-bitcoin-strategy.com/r/5ICzX675

🔥 The Avalanche Owners Changed - AVAX Crypto Analysis I walk ...

2026-10-31T15:42:49Z

🔥 The Avalanche Owners Changed - AVAX Crypto Analysis

I walk through exactly who owns AVAX in size, including two Nasdaq treasury companies holding a combined 27 million tokens and US ETFs holding another 5.6 million, and whether any of them are still buying. On the usage side, BlackRock's BUIDL fund is among the top fee earners on the network, Japan is rolling out AVAX-based tax refunds for its 37 million annual foreign visitors, yet the company chains together pay the network only around $80,000 per year. The gap between the big names building here and the actual money reaching the token is the number I think will decide everything for AVAX rig

▶ https://www.youtube.com/watch?v=GCvHo-5wVmU

https://the-bitcoin-strategy.com/r/5ICzX675

🔥 The Quant Token Lock - QNT Crypto Analysis Quant's own ...

2026-10-31T14:38:12Z

🔥 The Quant Token Lock - QNT Crypto Analysis

Quant's own 2019 token paper confirms that client license fees, paid in plain fiat, get converted into QNT through Quant's treasury at the market rate of that day, locking those tokens for the full license term. I walk through the on-chain data, Quant's company accounts, and both the UK and US bank deals to figure out how large that locked supply actually is. The number that comes out of that calculation changes everything about how you should read the recent price move from 98 dollars to 195 dollars.

▶ https://www.youtube.com/watch?v=odRzimq8BSo

https://the-bitcoin-strategy.com/r/gNHK7Lud

🔥 BNB After The Hack: One Number - BNB Crypto Analysis After ...

2026-10-31T13:32:56Z

🔥 BNB After The Hack: One Number - BNB Crypto Analysis

After the biggest exchange hack on record, BNB fell only about 2 percent against Bitcoin, which raises a real question about what this token is actually pricing in. I walk through the full picture: a 93 billion dollar market cap, roughly 160 million dollars in annual chain fees, 1.7 billion dollars in tokenized stocks on the BNB Chain, and what Binance has set aside to cover the losses. One critical report drops Monday, and its result will likely decide where BNB moves from here.

▶ https://www.youtube.com/watch?v=sVuMxqseGog

https://the-bitcoin-strategy.com/r/5sOeQ2IQ

🔥 Zcash Founders Offer A Deal - ZEC Crypto Analysis Zcash ...

2026-10-31T12:27:58Z

🔥 Zcash Founders Offer A Deal - ZEC Crypto Analysis

Zcash founders Zooko Wilcox, Sean Bowe, and Jason McGee just published a draft proposal to shut off a grants committee that pulls in roughly 67 million dollars per year, about seven times what it actually spends. I walk through exactly what happens to that eight percent stream, who is backing the deal (including Naval and Tyler Winklevoss), and why November 5 is the date that determines whether any of this can move forward.

▶ https://www.youtube.com/watch?v=T-iS9euUv_Q

https://the-bitcoin-strategy.com/r/0bKzeQnY

🔥 Beam Passed A Big Rival - BEAM Crypto Analysis Beam just ...

2026-10-31T11:22:55Z

🔥 Beam Passed A Big Rival - BEAM Crypto Analysis

Beam just jumped past Axie Infinity to become the number one gaming token on CoinGecko, and the trigger was a hack on Binance that saw nearly a billion stolen Beam tokens burned within the hour. I walk through the on-chain evidence, the Korean trading pattern that preceded three earlier volume spikes, and a sharp 98 percent collapse in the revenue from Beam's main product since March. Whether this move has anything real behind it comes down to one number sitting in the treasury.

▶ https://www.youtube.com/watch?v=gaSMCqaBnWQ

https://the-bitcoin-strategy.com/r/MIxj4aX6

⚠️ Hedera Whale Moves Every Day - HBAR Crypto Analysis One ...

2026-10-31T10:17:31Z

⚠️ Hedera Whale Moves Every Day - HBAR Crypto Analysis

One Hedera whale holds over 3.35 billion HBAR and sends roughly 25 million tokens to the same account almost every weekday evening, with the trail pointing toward an exchange. I also break down a detail that concerns me more than the whale itself: the entire Hedera network collected about $283,000 in fees over the last twelve months, less than the HBAR ETF earns on its own holdings. I walk through what the on-chain data, the fee numbers, and the price action against the rest of the altcoin market actually mean for anyone holding or considering a position right now.

▶ https://www.youtube.com/watch?v=6yEbpnZyD9E

https://the-bitcoin-strategy.com/r/69v7tqb4

⚠️ Hedera Whale Moves Every Day - HBAR Crypto Analysis One ...

2026-10-31T10:17:27Z

⚠️ Hedera Whale Moves Every Day - HBAR Crypto Analysis

One Hedera whale holds more than 335 billion HBAR, receives fresh tokens straight from the treasury, and sends roughly 25 million HBAR to the same account almost every weekday evening. I trace where that trail ends and show why the detail that troubles me most is not the whale itself but a fee comparison: the Hedera network collected about 283,000 dollars over the past twelve months, less than the HBAR ETF earns on its own management fee. I walk through the on-chain data, the price structure, and what a potential short-term bounce of 40 to 50 percent could actually mean for how to position rig

▶ https://www.youtube.com/watch?v=6yEbpnZyD9E

https://the-bitcoin-strategy.com/r/69v7tqb4

🔥 Binance Hack: Bigger Than Told - BINANCE Crypto Analysis ...

2026-10-31T08:29:52Z

🔥 Binance Hack: Bigger Than Told - BINANCE Crypto Analysis

Binance now admits the attack was far more complex than one hacked laptop: its CEO Richard Teng says multiple breach points were exploited, the attackers used a self-destruct tool to wipe their traces, and about 18,000 Bitcoin split across 19 wallets has not moved. Binance has set aside 6.34 billion dollars of its own money to cover the damage, with roughly 5 billion already sitting in the exact tokens that were stolen. I walk through what the frozen funds, the Sunday withdrawal deadline, and the upcoming Proof of Reserves actually tell us about whether Binance is truly safe again.

▶ https://www.youtube.com/watch?v=d5XjSQkmfww

https://the-bitcoin-strategy.com/r/XbGUlIn3

If you want to put your Bitcoin exposure on autopilot, my ...

2026-10-31T00:50:07Z

If you want to put your Bitcoin exposure on autopilot, my copy-trading page is where I actually deploy capital. The thinking there tends to go a level deeper than a quick note here can. Worth a look if you prefer action over commentary:

https://the-bitcoin-strategy.com/r/ltCVMWpO

Most people fear risk. Smart money maps it. Timeless money rules ...

2026-10-30T23:53:26Z

Most people fear risk. Smart money maps it.

Timeless money rules in plain language, a new one most days.

🔥 Pump.fun Users Hit A Record - PUMP Crypto Analysis Pump.fun ...

2026-10-30T16:48:00Z

🔥 Pump.fun Users Hit A Record - PUMP Crypto Analysis

Pump.fun just logged its eighth consecutive daily user record, reaching 72,900 traders on Monday after starting July at only around 9,400, but I break down why that growth story is more complicated than it looks. The app's weekly revenue actually shrank three weeks in a row, dropping from about 17.5 million dollars to 11.7 million, while a 2.5 million dollar prize contest and 50 dollar deposit bonuses are doing a lot of the heavy lifting. The real test comes around November 9 when the contest ends, and a roughly 27 million dollar token unlock follows just days later.

▶ https://www.youtube.com/watch?v=yT2K8R07fms

https://the-bitcoin-strategy.com/r/O2N0yR1A

🔥 Pump.fun Users Hit A Record - PUMP Crypto Analysis Pump.fun ...

2026-10-30T16:47:53Z

🔥 Pump.fun Users Hit A Record - PUMP Crypto Analysis

Pump.fun just logged its eighth consecutive record day of users, reaching 72,900 daily traders after starting July at only 9,400, but its weekly revenue actually shrank three weeks in a row, falling from about 17.5 million dollars to 11.7 million. I break down why that gap between user growth and earnings matters, and what the upcoming 27 million dollar token unlock on November 11 could mean when the 2.5 million dollar prize contest ends just days before.

▶ https://www.youtube.com/watch?v=yT2K8R07fms

https://the-bitcoin-strategy.com/r/O2N0yR1A

What our members say about Bitcoin Strategy Premium 👇 Real ...

2026-10-30T16:32:10Z

🔥 Pepe Beats Every Meme Coin - PEPE Crypto Analysis Of the 20 ...

2026-10-30T15:43:13Z

🔥 Pepe Beats Every Meme Coin - PEPE Crypto Analysis

Of the 20 biggest meme coins by market cap, Pepe is the only one that gained over the last 30 days, up roughly 8 percent while Dogecoin and Shiba Inu each lost about 20 percent. I walk through what that actually means given that 14 of those 20 coins are already more than 80 percent below their all-time highs, and I break down the significance of roughly 2.8 percent of the entire Pepe supply moving into wallets linked to Justin Sun. The open interest has jumped from 10 percent to 15 percent of market cap in three weeks, the Binance hacker dumped nearly 2 percent of supply in under two hours, an

▶ https://www.youtube.com/watch?v=5byCnXu3KjY

https://the-bitcoin-strategy.com/r/IHy3tOlO

🔥 Pepe Beats Every Meme Coin - PEPE Crypto Analysis Pepe is ...

2026-10-30T15:43:07Z

🔥 Pepe Beats Every Meme Coin - PEPE Crypto Analysis

Pepe is the only meme coin in the top 20 that posted a gain over the last 30 days, up roughly 8 percent while Dogecoin and Shiba Inu each lost about 20 percent. I walk through what that actually means given how badly most meme coins have performed after their peaks, plus a new holder linked to Justin Sun now controls about 2.8 percent of the entire supply. Whether that outperformance holds or follows the same path as every other meme coin comes down to a few specific signals I break down in the analysis.

▶ https://www.youtube.com/watch?v=5byCnXu3KjY

https://the-bitcoin-strategy.com/r/IHy3tOlO

⚠️ Shiba Inu Leader Went Silent - SHIB Crypto Analysis The ...

2026-10-30T14:37:02Z

⚠️ Shiba Inu Leader Went Silent - SHIB Crypto Analysis

The leader of Shiba Inu, Shytoshi Kusama, has not posted on X since May 13, and the account CoinGecko lists as the official one publicly called the main Shiba Inu account compromised. I break down what the on-chain data actually shows, including a network earning roughly twenty-five dollars in fees over the last thirty days, and walk through a chart pattern that points to a potentially contrarian trade setup worth watching closely.

▶ https://www.youtube.com/watch?v=Wjn32-8Wg0g

https://the-bitcoin-strategy.com/r/yWjQIwvg

🔥 Two Giants Pick Hyperliquid - HYPE Crypto Analysis The ...

2026-10-30T13:33:13Z

🔥 Two Giants Pick Hyperliquid - HYPE Crypto Analysis

The company that owns the New York Stock Exchange just announced it wants to build a regulated futures market for Americans on the Hyperliquid engine, and Kraken's parent company made a similar move three days later. I walk through what these deals actually mean for HYPE token holders, including the fee arrangements, the token supply release hitting in November, and how Hyperliquid's current valuation compares to CME and ICE on a revenue basis.

▶ https://www.youtube.com/watch?v=h-dznPMgL7c

https://the-bitcoin-strategy.com/r/NY1wPQWV

🔥 Two Giants Pick Hyperliquid - HYPE Crypto Analysis The ...

2026-10-30T13:33:11Z

🔥 Two Giants Pick Hyperliquid - HYPE Crypto Analysis

The company that owns the New York Stock Exchange just chose to build on Hyperliquid, making it the second major institution in three days to do so, and I walk through exactly what that partnership means for the HYPE token. Trade XYZ, which already processed roughly one trillion dollars in annual volume, splits fees with Hyperliquid, but the cut from any new US regulated market has not been disclosed. I break down the valuation gap between HYPE and exchanges like CME to show whether the current price already reflects this news or leaves room to run.

▶ https://www.youtube.com/watch?v=h-dznPMgL7c

https://the-bitcoin-strategy.com/r/NY1wPQWV

🔥 Google And IBM Run Hedera - HBAR Crypto Analysis I walk ...

2026-10-30T12:27:51Z

🔥 Google And IBM Run Hedera - HBAR Crypto Analysis

I walk through the real transaction numbers on Hedera and find that roughly 30 percent of daily activity comes from a single health-check program pinging the network with tiny automated payments. The big names on the governing council, Google, IBM, Dell, Deutsche Telekom, are real, but Hedera carries only 93 million dollars in real-world assets compared to 3.8 billion on rival Stellar, and HBAR is already down about 52 percent against Bitcoin over the past year. Whether those council relationships eventually translate into actual on-chain value is the question this whole analysis turns on.

▶ https://www.youtube.com/watch?v=oh0a7g1mzjs

https://the-bitcoin-strategy.com/r/d5ryjoyU

🔥 Google And IBM Run Hedera - HBAR Crypto Analysis I break ...

2026-10-30T12:27:43Z

🔥 Google And IBM Run Hedera - HBAR Crypto Analysis

I break down who actually uses Hedera by sampling every transaction over a ten minute window, and the results are messier than the daily chart suggests. Google, IBM, and thirty one other council members run the network, yet at roughly 93 million dollars in real world assets on chain, the numbers sit far behind rivals like Stellar, which carries about forty times more. The dominance chart is now sitting right at a long term support level that could mean a 500 percent outperformance or the start of a much worse breakdown.

▶ https://www.youtube.com/watch?v=oh0a7g1mzjs

https://the-bitcoin-strategy.com/r/d5ryjoyU

🚀 Polymarket Back In One Hour - Crypto Analysis Polymarket was ...

2026-10-30T11:24:01Z

🚀 Polymarket Back In One Hour - Crypto Analysis

Polymarket was back online within one hour of Thursday's hack, but what the quick recovery hides is that this was the third security incident at the platform in 2024, with roughly 2.5 to 2.7 million dollars drained from about 700 wallets through a compromised third-party script. I break down how the attack actually worked, and then compare Polymarket's five-point-four billion dollar monthly trading volume against Kalshi's fifteen-point-eight billion, and what that gap means heading into the midterms. The money side of this story is almost manageable, but there is a deeper question about trust

▶ https://www.youtube.com/watch?v=Vfn6tMT1r1g

https://the-bitcoin-strategy.com/r/uQOfFnWH

🚀 Polymarket Back In One Hour - Crypto Analysis Polymarket was ...

2026-10-30T11:23:49Z

🚀 Polymarket Back In One Hour - Crypto Analysis

Polymarket was back online within one hour of Thursday's hack, but what the quick recovery hides is that this was the third security incident at the platform in 2024, with roughly 2.5 to 2.7 million dollars drained from about 700 wallets through a third-party script. I walk through how the attack actually worked, what it reveals about a repeated weak spot in the website, and how a company now valued at around 21 billion dollars stacks up against Kalshi, which is currently trading almost three times the volume. With the US midterms arriving just five days after the hack, the real question is wh

▶ https://www.youtube.com/watch?v=Vfn6tMT1r1g

https://the-bitcoin-strategy.com/r/uQOfFnWH

🔥 Quant Vs Swift For Banks - QNT Crypto Analysis Seven UK ...

2026-10-30T10:18:17Z

🔥 Quant Vs Swift For Banks - QNT Crypto Analysis

Seven UK banks including Barclays, HSBC, and Lloyds made their first live digital pound payments on the Quant network in September, and Quant is the only bank-focused token up over the last twelve months, gaining around 127 percent while rivals like Chainlink and Hedera fell hard. But HSBC is also running live payments on Swift's competing blockchain ledger, which already connects seventeen major banks, and the US deal does not require banks to buy or hold any QNT. I break down whether the market is reading the bank adoption story correctly, and what would actually need to happen for the token

▶ https://www.youtube.com/watch?v=INFmj7PgioM

https://the-bitcoin-strategy.com/r/z85cOZmg

🔥 Quant Vs Swift For Banks - QNT Crypto Analysis Seven UK ...

2026-10-30T10:18:05Z

🔥 Quant Vs Swift For Banks - QNT Crypto Analysis

Seven UK banks including Barclays, HSBC, and Lloyds made their first live payments on Quant's network in September, and a US clearing house that moves two trillion dollars a day has already picked Quant for a network opening in 2027. Over the last twelve months, QNT is up about 127 percent while every major rival is deep in the red. I break down whether the market is reading that bank adoption story correctly, because one detail most people miss changes the picture significantly.

▶ https://www.youtube.com/watch?v=INFmj7PgioM

https://the-bitcoin-strategy.com/r/z85cOZmg

🤩 Binance Hack: The Missing Piece - BINANCE Crypto Analysis ...

2026-10-30T08:15:01Z

🤩 Binance Hack: The Missing Piece - BINANCE Crypto Analysis

Binance has now confirmed that its largest hack ever, totaling about 6.3 billion dollars, started from a single compromised employee laptop, with TRM Labs and Chainalysis both linking the attack to the same North Korea-linked group that hit Bybit last year. I walk through the actual balance sheet math, comparing the roughly 3.3 billion dollars still missing against the 119 billion dollars Binance holds in non-BNB assets, and I look at what the BNB dominance chart reveals about how much real damage this did to market confidence. The 2023 fine of 4.3 billion dollars and the Bybit recovery give i

▶ https://www.youtube.com/watch?v=wyoCSDCw2Tw

https://the-bitcoin-strategy.com/r/Cb6KCarn

⚠️ Binance Hacked For Billions - BINANCE Crypto Analysis ...

2026-10-30T00:12:34Z

⚠️ Binance Hacked For Billions - BINANCE Crypto Analysis

Binance just had up to 5.8 billion dollars pulled from its hot wallets in what could be the largest crypto hack ever, roughly four times the size of the Bybit breach last year. About 2.6 billion of that has already been frozen by Tether, Circle, and Ripple, leaving a hole of around 3 billion dollars against the roughly 119 billion Binance holds outside its own token. I walk through exactly what we know, what is still unconfirmed, and the one condition that determines whether this fades like Bybit or turns into something far worse.

▶ https://www.youtube.com/watch?v=tnkJ7gpVSdA

https://the-bitcoin-strategy.com/r/yT4dL0Hu

A bounce is not the same as recovery. Timeless money rules in ...

2026-10-29T23:34:37Z

A bounce is not the same as recovery.

Timeless money rules in plain language, a new one most days.

🚀 Google Now Uses Solana - SOL Crypto Analysis Google's ...

2026-10-29T16:48:51Z

🚀 Google Now Uses Solana - SOL Crypto Analysis

Google's parent company Alphabet now uses a self-built custody system called Google Multi-Party Compute to secure assets on both Ethereum and Solana, and several major financial institutions are already testing it privately. At the same time, US Solana funds have pulled roughly 33 million dollars out in just three trading days, more than the entire week before, even as 77 percent of OKX accounts pile into long positions. I walk through exactly who is reading this right, and what one specific price level would settle the argument.

▶ https://www.youtube.com/watch?v=eeN352OvcDM

https://the-bitcoin-strategy.com/r/zIKfRWxG

🚀 Google Now Uses Solana - SOL Crypto Analysis Google's ...

2026-10-29T16:48:32Z

🚀 Google Now Uses Solana - SOL Crypto Analysis

Google's parent company Alphabet is now using a self-built custody system called Google Multi-Party Compute to secure assets on both Ethereum and Solana, and several major financial institutions are already testing it. But while 77 percent of OKX accounts are betting on a rising SOL price, US Solana funds have quietly pulled roughly 33 million dollars out in just three trading days, more than the entire prior week. I walk through exactly who is on each side of this trade and what one specific price level would confirm which side is reading it right.

▶ https://www.youtube.com/watch?v=eeN352OvcDM

https://the-bitcoin-strategy.com/r/zIKfRWxG