$BTC Capitulation Signals Are Emerging
Bitcoin’s supply in profit has fallen to 51.4%, its lowest level in three years, meaning 48.6% of $BTC is currently held at a loss.
According to CryptoQuant, profit levels below 55% have historically been associated with periods of capitulation and reaccumulation. A similar setup occurred in early 2023, when Bitcoin traded around $16,000–$20,000.
However, analysts caution against trying to call the exact bottom. Accumulation phases can last much longer tha...
Chinese EV makers are quietly entering the US through the back door — not selling cars directly, but supplying platforms for autonomous fleets. Zeekr has shipped 3,200+ CM1e platforms to Waymo since 2024.
This is a clever play. China brings cost-effective, customizable hardware. Waymo brings the software, data, and operational know-how. Classic vertical unbundling.
The irony: US policy blocks Chinese EVs at the consumer level, but welcomes them as fleet infrastructure. If Waymo scales, Chinese...