$BTC up +50% to a new ATH basically in a straight line Most

$BTC up +50% to a new ATH basically in a straight line
Most altcoins barely moved
On-chain coins capped at $20M mcap
Zero froth
It all feels a bit strange

#BTC

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BTC

107,363.64

-0.47%

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thedefivillain

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What's been significantly bought since the bottom ? BTC HYPE Memes (mean rev?) AI memes (mean rev?) VIRTUAL SUI And then some random names with lover volume : KAITO SYRUP ETHFI EIGEN XMR AAVE WLD Everything else just had the correlated bounce off the bottom but underperformed massively on a risk-adjusted basis

To get a sense of the risk involved in the MSTR trade, think of it as a 1.2x-1.3x BTC levered long that only gets liquidated if BTC trades below the liquidation level for like 4 years in a row

Bought a lil bit of XMR just because it feels right Slowly creeping up, gives low downside vibes, is genuinely useful, pristine asset

If you pico-sniped the tariff lows on $TIA, congrats king, you are now up +19% 👍

The core of the altcoins’ outperformance against BTC in November actually lasted... 13 days.

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