Majors are so incredibly choppy, momentum traders nightmare

"It's essentially $XPL but it goes up"

$STABLE

Recap of the past 2 weeks in the crypto markets

https://cryptonarratives.substack.com/p/narratives-of-the-week-january-27-5a5

"$XPL but its goes up"

(thanks to crime)

$STABLE

XPL = organic, high mindshare = supply is in the hands of real people = there are a TON of potential sellers = bearish

STABLE = no mindshare, crime coin = all the supply is in the hands of insiders = no sell pressure until they decide it = bullish

Very simplified framework, but it kind of works

5th support tap on SUIBTC chart

Buying gold dips has been so free up until now… for how long will that remain true?

$ROSE: one of the few coins that looks like it wants to break out

(despite being part of the exhausted privacy meta...)

$STRC only dumping 2% from par (so far) while $BTC is down 15%+ from its 2026 highs

Daily trading volume standing above $100M too. Good to see

MSTR mNAV is basically 1x now though, let's check if it's going to dip below it

Come on BTC, you can't do that to us

Man the f*** up

Lucky is among the few people that are very much worth following in the sea of Twitter/CT slop

He's just regularly sharing useful fundamental analysis on crypto for free, it's great to still have some of these people on CT

https://x.com/LuckyXBT__/status/2017316776636219450

NGL I wasn't expecting such a strong $ZEC dead cat bounce in December, but it seems to have printed a lower high, and this chart is looking like it still needs to digest a 20x pump (by bleeding down)

Being concerned about Microstrategy involvement in BTC makes sense, I would prefer if they had smaller scale too

But if you're genuinely wanting to get rid of Saylor before bottoming... boy, we're in for a long ride

MSTR is a cockroach, they are not going away anytime soon

$ZK is trading at $0.16 on Upbit and at $0.034 on Binance

lmao

Deposits available again ig lol

First time of this cycle that buying the -30% drawdown was not a winning trade

The current drawdown is -40% and is the largest of the cycle

Good confluence on $75k: round number + second touch on 2025 bottom prices + 40% drawdown + right below Saylor's cost basis

We should have buyers step in in this $70-$75k zone

Excellent thing to see, $STRC is holding up very well at less than a 2% drawdown from par despite $BTC crashing -15% over the weekend

Seasoning in progress.

(So far the MSTR/IBIT ratio has been unfazed by this weekend move too)

$ZIL should provide a great short soon

For now I think it could have another leg higher first...

$MSTR - a leveraged structure designed to mechanically outperform BTC in the long run under some minimally bullish assumptions

$BMNR - Tom Lee's long-only ETH investment vehicle, where he'll sometimes dilute you under 1x mNAV and write $200m checks to Mr Beast

I'm obviously overstating the point here but BMNR truly doesn't offer something more compelling than being outright long ETH, if you do like ETH