thebitcoinstrategy

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Data-Driven Crypto Analysis

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Last Notes

2026-09-08 11:36:15 UTC

⚠️ Don't Chase Injective - INJ Crypto Analysis
Injective jumped 18% in a single day after Pineapple Financial announced it moved over 1 billion dollars worth of mortgages onto the protocol, but I walk through why that headline is not quite what it looks like. I break down three linked questions: what actually drove the price, who is really paying for the chain's activity given only 200,000 dollars in monthly fees against a 618 million dollar market cap, and whether the famous burn can ever outpace the 4.5% annual token inflation. The numbers tell a complicated story, and so does the setup behind it.
▶ https://www.youtube.com/watch?v=rS-SvN_im90
https://the-bitcoin-strategy.com/r/0LyXGZso

2026-08-25 12:18:52 UTC

TAO dropped 45% against the altcoin market, and the chart shows why: supply inflation crushed demand. A descending channel with price near 21.46 suggests downside risk of another 30% is still on the table. Risk/reward here is balanced at best.
#Bittensor #TAO #Altcoin #Crypto #AltcoinAnalysis #Cryptocurrency #Investing
Watch the full video here:
https://the-bitcoin-strategy.com/nostr-relay/irtPQjKbbCLqRg/chart_00_nostr.jpg
https://youtu.be/sLovMuInk68

2026-08-20 08:36:30 UTC

Only $50M in open interest right now, but the last two times POL's open interest hit $150M+ the price followed hard. Funding is negative, most traders are shorting, and that setup can flip fast.
#POL #Polygon #Altcoin #Crypto #Macro #Cryptocurrency #Investing
Watch the full video here:
https://the-bitcoin-strategy.com/nostr-relay/WzUVm8TxK77JRg/chart_03_nostr.jpg
https://youtu.be/TVJtgnyYD_w

2026-08-18 13:36:35 UTC

Hundreds of millions in altcoin unlocks every single week, yet most people have already tuned out of crypto. This chart shows weekly token unlock value from late June to mid October, with two spikes above $1B around Aug 31 and Oct 5.
#Altcoin #Crypto #TokenUnlocks #Macro #Altcoins #Cryptocurrency #Investing
Watch the full video here:
https://the-bitcoin-strategy.com/nostr-relay/a89_ZaZr0bZTEg/chart_01_nostr.jpg
https://youtu.be/dyJPBJgnv28

2026-08-18 11:58:57 UTC

🔥 This Changed Everything!
Most altcoins bleed value over time not by accident but because of a structural mechanic: vesting unlocks dump over 500 million dollars worth of new tokens into the market every single week, crushing retail holders while early investors cash out. I walk through why diversifying across altcoins is the wrong response, and why the charts most people never see come from pairing a long Bitcoin position with a short on an inflating altcoin like IOTA simultaneously. The strategy has a real learning curve involving margin accounts and risk management, but the gap in performance compared to simply chas
▶ https://www.youtube.com/watch?v=dyJPBJgnv28
https://the-bitcoin-strategy.com/r/Ob6f3wAk

2026-08-15 16:34:07 UTC

What our members say about Bitcoin Strategy Premium 👇
Real reviews from members of Bitcoin Strategy Premium.
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2026-08-15 14:06:08 UTC

Bitcoin priced against the Nasdaq 100 since 2012, and every single bear market bottom lands almost perfectly on that curved support line. Right now? BTC is sitting right on it again. Diminishing returns are real, but cheap is cheap.
#Bitcoin #BTC #Nasdaq #Crypto #Macro #Cryptocurrency #Investing
Watch the full video here:
https://the-bitcoin-strategy.com/nostr-relay/uvmiRlSW4Kqg6w/chart_02_nostr.jpg
https://youtu.be/st3grj6mDfE

2026-08-14 15:36:33 UTC

PUMP has nearly doubled in a month, but this chart tells a different story. Priced against SOL, PUMP is sitting right at the top of its trading range, bang on resistance. Is this the ceiling, or do large wallet accumulations push it higher?
#Pumpfun #PUMP #Altcoin #Crypto #Solana #Cryptocurrency #Investing
Watch the full video here:
https://the-bitcoin-strategy.com/nostr-relay/LnmKrsgyZp7GrQ/chart_04_nostr.jpg
https://youtu.be/i_EUecR2CJc

2026-07-28 23:40:24 UTC

Gold priced against the US money supply is hitting levels it has only reached twice before, 1980 and 2011, and both times it marked the top of the bull market. The 58% drop target on this chart is hard to ignore.
#Gold #PreciousMetals #Commodities #Macro #Investing
Watch the full video here:
https://the-bitcoin-strategy.com/nostr-relay/9ISs-0O2C_eG_w/chart_03_crop_nostr.jpg
https://youtu.be/_n-fvGsVyY4

2026-07-28 23:10:24 UTC

If you want the slower, structured analysis, this is the right place. But when markets move and I need to work through what is happening in real time, that happens on X. Threads, quick chart reads, live macro reactions. That kind of commentary does not translate well to longer form. If that is useful to you, the account is here:
https://the-bitcoin-strategy.com/carousel-relay/pRNHMOxs_PyhOg/card_twitter_ada67972.png
https://x.com/BitcoinStrat

2026-07-27 15:01:40 UTC

ETH dominance just broke out of a descending channel that held since mid-2024. The channel tops and bottoms aligned perfectly, and now price is pushing above resistance. Is ETH finally ready to take back share from the rest of crypto?
#EthereumDominance #ETHD #Ethereum #ETH #ETHDominance #Altcoin #Crypto #Macro #Cryptocurrency #Investing
Watch the full video here:
https://the-bitcoin-strategy.com/nostr-relay/Qu1UNzlLoHiipg/chart_00_crop_nostr.jpg
https://youtu.be/YfRMuuZiZ6g

2026-07-27 12:11:25 UTC

🤩 $13.7M Transfer Ignites Lorenzo - BANK Crypto Analysis
I walk through the on-chain and derivatives data behind the recent Bank token rally, which was triggered by the Lorenzo Foundation moving 84 million tokens to a perpetual futures exchange. With open interest sitting above 250 million dollars on an asset with only 161 million in market cap, the setup looks unusual, and the funding rate data tells a very specific story about who is really driving this price action.
▶ https://www.youtube.com/watch?v=9SzZK7aic-U
https://the-bitcoin-strategy.com/r/oS3r3rCU

2026-07-26 16:34:18 UTC

What our members say about Bitcoin Strategy Premium 👇
Real reviews from members of Bitcoin Strategy Premium.
Start your 7-day risk-free access (100% money-back in 7 days):
https://the-bitcoin-strategy.com/r/WcQl5Eqv
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2026-07-25 12:18:08 UTC

🔥 Outsized Returns Without Risk!
Most investors chase the obvious trade, but I walk through why the real edge sits one layer removed from the hype, using SK Hynix perpetual futures as a live example where funding rates hit nearly 400% annualized with no directional price risk. From there I compare Korean stocks, Samsung, and the Kospi against US markets going back to 1991 to test whether the Korea trade still has legs or whether it is structurally closer to Japan's lost decades. The answer reshapes where I think the most mispriced risk-on asset actually sits right now.
▶ https://www.youtube.com/watch?v=m-rOfR6hBHY
https://the-bitcoin-strategy.com/r/Rfk7VdnX

2026-07-24 22:01:33 UTC

BONK has been crushed by token dilution for months, but it just hit the lower boundary of a massive descending channel vs SOL. If a bullish narrative returns, the potential outperformance from here is over 260%. That's worth watching.
#Bonk #Altcoin #Crypto #Solana #Macro #Cryptocurrency #Investing
Watch the full video here:
https://the-bitcoin-strategy.com/nostr-relay/CsKGs6Z86ZkoSw/chart_04_crop_nostr.jpg
https://youtu.be/rvzgRehkg2k

2026-07-24 17:01:38 UTC

BONK funding rates just hit their most negative level ever. Shorts are piling in, futures volume is at $85M vs $10M spot. That kind of extreme short positioning historically sets up a short squeeze. Could market makers step in and squeeze them out?
#Bonk #Altcoin #Crypto #Altcoins #Macro #Cryptocurrency #Investing
Watch the full video here:
https://the-bitcoin-strategy.com/nostr-relay/WkmWtsgVoTRZzw/chart_01_nostr.jpg
https://youtu.be/rvzgRehkg2k

2026-07-24 15:01:37 UTC

SUI is sitting 127% below its average price since inception. The chart shows SUI/USDT over two years, peaking in mid-2025 then selling off hard. Tokenomics killed the rally. Supply grew faster than demand. Simple as that.
#Sui #Altcoin #Crypto #Tokenomics #Macro #Cryptocurrency #Investing
Watch the full video here:
https://the-bitcoin-strategy.com/nostr-relay/dMdpRd0bo6dw5A/chart_02_crop_nostr.jpg
https://youtu.be/FGi5fhMOqzI

2026-07-24 11:54:26 UTC

💀 DEXE 90% Crash: Recovery Ahead?
DEXE collapsed 88% to 91% multiple times before this latest crash, and I walk through the onchain data most people are skipping: only 4,400 holders on Ethereum, a GitHub repository untouched for two years despite AI making coding easier, and a derivatives market running 700 million in perpetual futures volume against just 31 million in spot trading. The funding rate and open interest tell a very specific story about where this token sits right now, and whether a 200% recovery to equilibrium is realistic or a trap.
▶ https://www.youtube.com/watch?v=0_-Jow8hr5o
https://the-bitcoin-strategy.com/r/oCGpGrPk

2026-07-24 04:31:40 UTC

SUI is sitting right on the lower boundary of its ascending channel after a brutal selloff from 2025 highs. The 5-day SMA is still above the 10-day SMA, so the signal is technically bullish. But keep stops tight, this can flip fast.
#Sui #Altcoin #Crypto #TechnicalAnalysis #Macro #Cryptocurrency #Investing
Watch the full video here:
https://the-bitcoin-strategy.com/nostr-relay/2LmqsWslwJbmqw/chart_00_crop_nostr.jpg
https://youtu.be/FGi5fhMOqzI

2026-07-23 19:31:38 UTC

Whales are buying again but retail has stopped. This Glassnode heatmap shows every Bitcoin wallet cohort from under 1 BTC to over 10k BTC, blue means accumulation, red means distribution. Right now, only the 1k-10k BTC cohort keeps bidding.
#Bitcoin #BTC #OnChain #Crypto #Macro #Cryptocurrency #Investing
Watch the full video here:
https://the-bitcoin-strategy.com/nostr-relay/Uva2_STKv1nOWQ/chart_01_crop_nostr.jpg
https://youtu.be/cAz6qwwiZmc

2026-07-23 11:46:22 UTC

🤩 SUI Breaks Records With 4.5B Transactions
SUI has hit 4.5 billion transactions, landed a spot ETF, gained Coinbase staking support, and earned a new listing on Blockchain.com, yet the price has barely moved. I walk through the tokenomics, the total value locked collapse from 2.6 billion down to 400 million, and what the on-chain data actually says about whether that disconnect is a problem or an opening. The backtest results on timing this trade are worth seeing before you decide.
▶ https://www.youtube.com/watch?v=FGi5fhMOqzI
https://the-bitcoin-strategy.com/r/Q2NahacH

2026-07-21 16:01:47 UTC

Over 30% of all Bitcoin hasn't moved in more than 10 years. This HODL Waves chart shows Bitcoin supply grouped by how long it's been dormant, and the long-term held share keeps quietly growing as price pushes toward $100k.
#Bitcoin #BTC #Crypto #Investing #OnChainAnalysis #Macro #Cryptocurrency
Watch the full video here:
https://the-bitcoin-strategy.com/nostr-relay/HGtMDXSUlCRWjg/chart_00_nostr.jpg
https://youtu.be/W5NOTUC2b7o

2026-07-21 04:01:38 UTC

Bitcoin's realized price shows the average cost basis of every market participant. Historically, bear markets only bottom when price falls BELOW it. That level sits around $53k. We aren't there yet, but some metrics say DCA is already worth considering.
#Bitcoin #BTC #Crypto #Investing #OnChainAnalysis #Macro #Cryptocurrency
Watch the full video here:
https://the-bitcoin-strategy.com/nostr-relay/m8pbnMpCvvsQpQ/chart_01_crop_nostr.jpg
https://youtu.be/oS5ShO9oa_Y

2026-07-19 08:31:39 UTC

KAS trading volume has collapsed, and price followed it down. This chart shows the tight link between Kaspa's volume and price, both peaking near mid-2024 and fading hard since. Low attention means low price. Simple as that.
#Kaspa #KAS #Altcoin #Crypto #Investing #Cryptocurrency
Watch the full video here:
https://the-bitcoin-strategy.com/nostr-relay/Hjv3NkzQ0wwcWg/chart_02_nostr.jpg
https://youtu.be/FJwBBr-Ndao

2026-07-18 18:01:40 UTC

Bitcoin priced in Nasdaq is down 61% from its recent high, now hugging a long-term curved support line going back to 2010. BTC looks historically cheap vs tech stocks, but that doesn't mean the bottom is in.
#Bitcoin #BTC #Crypto #Macro #Cryptocurrency #Investing
Watch the full video here:
https://the-bitcoin-strategy.com/nostr-relay/CGzMLTjYZWhHHw/chart_00_crop_nostr.jpg
https://youtu.be/LG_au-sFyuI

2026-07-16 17:01:41 UTC

Small altcoins have underperformed by 55% since their 2018 peak, and we are now sitting at the UPPER end of a multi-year descending channel. This chart tracks the smallest altcoins, outside the top 10, relative to total crypto. The trend is not flattering.
#TOTAL3ES #Altcoin #TOTAL3 #Crypto #Macro #Altcoins #CryptoMarkets #Cryptocurrency #Investing
Watch the full video here:
https://the-bitcoin-strategy.com/nostr-relay/hfd8ocXXcq1BSw/chart_03_nostr.jpg
https://youtu.be/jZ_Hor77jYA

2026-07-05 16:34:22 UTC

What our members say about Bitcoin Strategy Premium 👇
Real reviews from members of Bitcoin Strategy Premium.
Start your 7-day risk-free access (100% money-back in 7 days):
https://the-bitcoin-strategy.com/r/WcQl5Eqv
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2026-06-30 23:17:30 UTC

Velvet dumped over 80% in just a few hours during its last pump and dump. This 4h chart shows VELVET priced relative to the broader altcoin market, and with perpetual futures now available, there may be money to make on the way down too.
#Velvet #Altcoin #Crypto #AltcoinAnalysis #Macro #Cryptocurrency #Investing
Watch the full video here:
https://the-bitcoin-strategy.com/nostr-relay/r1k1RJ5mmoLUhQ/chart_01_nostr.jpg
https://youtu.be/3iomJ5_J_rE