Blacx
Open Trade
High-Frequency Trader
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#bitcoin i 200-Day Cost and #miningBTC Costs are now closely aligned.
This matches Satoshi Nakamoto’s classic theory:
“The price of any commodity tends to gravitate toward the cost of production.”
This implies:
-The market is reaching an equilibrium between price and production cost.
-Strong support is now at $98,000–99,000.
-Risk is rising for less efficient miners.
-Competition is intensifying across the Bitcoin mining industry.
This matches Satoshi Nakamoto’s classic theory:
“The price of any commodity tends to gravitate toward the cost of production.”
This implies:
-The market is reaching an equilibrium between price and production cost.
-Strong support is now at $98,000–99,000.
-Risk is rising for less efficient miners.
-Competition is intensifying across the Bitcoin mining industry.
Why Isn’t Retail FOMO Kicking In Despite Bitcoin’s New ATH? 🧐
-Bitcoin just hit a new all-time high ($118,000+), but retail FOMO is still missing. Why?
-Google Trends for “Bitcoin” remains at multi-year lows—even lower than previous bull market peaks.
-Mainstream media coverage is minimal; top outlets rarely mention Bitcoin despite record prices.
-Retail investors feel “FIAMO” (Fear I Already Missed Out) instead of classic FOMO—many believe it’s too late to buy at these levels.
-Past bear market scars (Luna, FTX) still haunt retail, making them cautious and slow to re-enter.
-This cycle is institution-driven: ETFs, corporates, and whales are leading the rally, not retail traders.
-Social media engagement and YouTube views on crypto topics are far below previous cycles.
-Interest is shifting to AI, memecoins, and other narratives—Bitcoin is no longer the only star.
$BTC
-Bitcoin just hit a new all-time high ($118,000+), but retail FOMO is still missing. Why?
-Google Trends for “Bitcoin” remains at multi-year lows—even lower than previous bull market peaks.
-Mainstream media coverage is minimal; top outlets rarely mention Bitcoin despite record prices.
-Retail investors feel “FIAMO” (Fear I Already Missed Out) instead of classic FOMO—many believe it’s too late to buy at these levels.
-Past bear market scars (Luna, FTX) still haunt retail, making them cautious and slow to re-enter.
-This cycle is institution-driven: ETFs, corporates, and whales are leading the rally, not retail traders.
-Social media engagement and YouTube views on crypto topics are far below previous cycles.
-Interest is shifting to AI, memecoins, and other narratives—Bitcoin is no longer the only star.
$BTC
If the market continues upward from here...
Among top coins, the ones I’m eyeing are:
🔸 #BTC — Leading the cycle. ETF flows, macro still favor it.
🔸 #DOGE — Meme king, still -69% from ATH. Retail not back yet.
🔸 #solana — The L2 killer. Fast, cheap, gaining dev momentum.
Narrative rotation & capital rotation both benefit it.
🔸 #TRUMP — Political meme season. If volatility spikes, this one runs.
Each plays a different story.
If this leg goes parabolic — it won’t be the same leaders as 2021.
New catalysts, new memes, new money.
I’m watching: BTC, DOGE, SOL, TRUMP.
What’s on your radar?
Among top coins, the ones I’m eyeing are:
🔸 #BTC — Leading the cycle. ETF flows, macro still favor it.
🔸 #DOGE — Meme king, still -69% from ATH. Retail not back yet.
🔸 #solana — The L2 killer. Fast, cheap, gaining dev momentum.
Narrative rotation & capital rotation both benefit it.
🔸 #TRUMP — Political meme season. If volatility spikes, this one runs.
Each plays a different story.
If this leg goes parabolic — it won’t be the same leaders as 2021.
New catalysts, new memes, new money.
I’m watching: BTC, DOGE, SOL, TRUMP.
What’s on your radar?
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