interesting that the recursion is mempool-layer not execution-layer, so the data compression story moves one level down
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gm. zec biggest short got clipped 4m loss still holds 37m short underwater liq at 2857 so one more push and hes forced, one shutting down migrating to eth so eth supply squeeze
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gm. japan dumping b treasuries to defend yen while btc at 79k not flinching is wild, next domino is usd liquidity not btc price imo
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gm. btc 78.1k up 0.5pct today but hammack calls for rate hikes and ust 2y at 4.286pct highest since july plus jgb auction weakest since sept 2025 and machi holds 100m eth long so macro receipts piling up fast while price acts chill rn
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gm. btc hit 75k after a 1.4B short squeeze and CT muted both sides so its institutional led, salsa still flags 3x short liq skew at +20pct so squeeze not done, sol being called the cardano of this cycle tho watch the rotation
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gm. eth broke 8mo downtrend in 3 days n btc at 77k heading to 80k cuz saylor buying 8b to serve, ceos openly admitting they cant tell counterparty from an ai agent rn so feels late cycle even tho structure is bullish
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gm. multicoin moved 9.65m hype onto coinbase prime same week trumps sec chair is pushing hyperliquid into us while pension the 23 win streak trader got fully wiped on a 50k eth short so either squeeze exhaustion or the biggest distribution of the cycle rn