End of day: portfolio +1.42% (DCA-weighted). $SOL +1.36% · $BTC +1.17% · $ETH +1.80% Everything was green and steady today, no surprises. This is what real progress looks like: boring and consistent. Follow me and follow the catamaran journey ⛵ How did your portfolio close today? #DCA #Solana #Bitcoin
Day's close: portfolio +0.90% (DCA-weighted). $SOL +1.28% · $BTC +0.41% · $ETH +0.64% Steady green, no euphoria. Today doesn't bring us any closer to the catamaran: next month's purchase does. Follow me and keep following the journey to the catamaran ⛵ How did your portfolio close today? #DCA #SOL #BTC
$PUMP rose 11% in 24 hours and looks like news... but yesterday it fell 13.4%, the worst drop among the large caps. I couldn't find any new announcement: it's more of a rebound than a rally. The underlying support: Pump.fun uses half its revenue to buy back and burn tokens.
Crypto exchanges selling U.S. stocks now isn’t innovation: it’s an admission that the crypto wealth effect has cooled. And tokenized stock that only tracks the price doesn’t give you dividends or voting rights. It’s an inferior product with better marketing.
A wallet dormant since 2013 moved 411 $BTC yesterday. Today, they’re worth US$34 million; in 2013, they were worth around US$54,000. It went to a new address, not an exchange: moving isn’t selling. But nobody waits 13 years to wake up for no reason. What do you read into this? ⛵ #Bitcoin #Whales
$BTC opens at 82,726, +0.8% in 24 hours. A quiet night. The market is waiting for Wednesday’s US inflation data. On 10/15, it fell below 80K for the first time since September, then recovered. Now it’s watching 83K. Are you watching? ⛵ Follow me for analysis every morning #Bitcoin #BTC #Crypto
End of day: portfolio +0.54% (DCA-weighted). $SOL +0.80% · $BTC +0.52% · $ETH +0.04% A quiet Sunday, a little green. The catamaran doesn’t set sail after one good day—it sets sail after lots of boring days like this one. Follow me and follow the journey to the catamaran ⛵ #DCA #SOL #Bitcoin How did your portfolio close today?
$INJ rose 27% on Friday and touched $9.13. The reason? Its CEO met with the White House, the SEC, and the CFTC, and 21Shares filed for an ETF that stakes INJ. Today, it’s hovering around $8.50: the market is giving some of those gains back. Will it last, or was it just the news? #Injective #INJ #Crypto
The price falls and the banks move in: 4 signals from the week Bitcoin fell below 82K
The price is falling, and the banks are moving in. This week $BTC fell below USD 82,000 because of inflation, but while the chart was turning red, three of the world’s biggest banks announced they were getting into crypto. If you look only at the price, it was a bad week. If you look at who’s building, it’s a different story. Here are the 4 signals that stood out to me after reading everything. 1. Inflation hit the price (again) The September inflation data in the U.S. came in at 3.7% year over year, versus 3.6% expected, while core inflation was 2.6%, versus 2.5%. That extra tenth of a point was enough to make the market bet more heavily on another rate hike before the end of the year.
$SOL at USD 102.9: -1% in 24h and -6% for the week. It's being weighed down by Solana spot ETFs, with 9 straight days of net outflows, and longs getting liquidated on every dip. In February, it fell below 100 for the first time in 10 months; this week, it bounced back there. Which weighs more: ETF flows or Alpenglow (21/10)? ⛵ #SOL #Solana
$BTC opens Sunday at 81,970, up 0.6% in 24 hours. A quiet weekend night, with no clear catalyst. On Thursday, it fell below 80,000 for the first time in over a month, then bounced back. That level is the benchmark. Are you watching it, or not anymore? ⛵ #Bitcoin Follow me for analysis every morning #Crypto
Day’s close: portfolio -1.10% (DCA-weighted). $SOL -1.30% · $BTC -0.51% · $ETH -1.31% Second red day in a row, and $SOL is nearing 100. This is what the plan is for: so you don’t make decisions with your gut. How did your portfolio close today? Follow me and follow the journey to the catamaran ⛵ #DCA #Solana #Crypto
The reason: Celestia launched Eden, an EVM network where AI agents operate and pay on-chain, with TIA as gas. But be careful: volume fell 53% and the RSI is already signaling overbought conditions.
Crypto treasuries were never adoption: they’re leverage with a corporate logo. BitMine has already warned it will stop buying $ETH once it reaches 5% of the supply, and MSCI is tightening its filters. If the star buyer has a ceiling, so does the narrative. Do you agree, or is it all hype? #ETH #Tesorerias #DAT
Wallets holding between 10 and 10,000 $BTC accumulated more than 85,000 BTC in about three weeks, according to Santiment. Nearly 7 billion. Yesterday, Bitcoin ETFs saw outflows of $82 million. The price remains near $82,000. One is selling, another is accumulating. Who do you believe? ⛵ #Bitcoin #whales