OurCryptoTalk

Happy Birthday, Satoshi Nakamoto! 🎂
Every few years, the internet “finds” Satoshi.
2010 – Hal Finney
2012 – Nick Szabo
2014 – Dorian Nakamoto
2016 – Craig Wright
2018 – Adam Back
2020 – Jack Dorsey
2022 – Elon Musk
2024 – Peter Todd
2026 – Jeffrey Epstein

Projects That Shut Down in 2026 🏳️
Jan 15: MilkyWay
Jan 15: Pixiland Social
Jan 16: Sound xyz
Jan 24: Nifty Gateway
Jan 24: Entropy
Jan 27: Slingshot
Jan 27: Runiverse Game
Feb 13: Polynomial
Feb 16: ZeroLend
Feb 19: Parsec Finance
Feb 23: Step Finance
Feb 23: SolanaFloor
Mar 4: Angle Protocol
Mar 4: DataHaven
Mar 17: Tally
Mar 24: Balancer Labs
Mar 31: Yupp AI
Mar 31: Bit com
Sunsetting / Winding down:
Apr 1: Magic Eden Wallet
Apr 30: GENSO Online
May 15: Dmail
May 28: Leap Wallet
June: Fantasy Top
TBD: Intergaze
24 projects dead or dying in under 6 months.
and we're barely into Q2.

Top 15 Public Companies
(by Bitcoin Holdings)
1. Strategy
2. Twenty One Capital
3. Metaplanet
4. MARA Holdings
5. Bitcoin Standard Treasury
6. Bullish
7. Riot Platforms
8. Coinbase
9. Hut 8 Mining
10. Strive
11. CleanSpark
12. Tesla
13. Trump Media
14. Block
15. GD Culture Group
14 American companies. 1 Japanese company.
Metaplanet sits at #3 with 40,177 BTC, quietly outpacing every US miner, exchange, and tech giant except two.
The Bitcoin treasury race is American dominated.
The exception just made it more interesting.

Grayscale just filed to put $TAO on the NYSE.
→ Continuous creation in 10,000 share baskets
→ Participants arbitraging price to NAV
→ CoinDesk benchmark pricing
→ BitGo + Coinbase Custody
→ Potential price breakout again
The playbook that gave exposure to $BTC and $ETH is now being run on Bittensor.
It has now turned "maybe someday" filing to the machinery of a real ETF being assembled in real time.
Why this changes everything:
Right now, TAO's market cap sits around $3B.
When GBTC converted to an ETF, billions poured in within weeks.
Even a fraction of that institutional flow hitting a $3B as

Dear @grok ,
Remove Altcoins that won't make another All Time High in this cycle.

$SUI hit $5.35 in January 2025.
Everyone called it the Solana killer.
But it will probably NEVER get back to ATH
The tech is there but the TOKENOMICS are designed to work against the price.
Let me show you exactly why 👇
Today it trades around $0.88 which is an 83% drawdown.
To reclaim ATH from here $SUI needs a 507% rally.
At current circulating supply that would require a market cap above $19B.
👉 But here is the problem :
By the time the price would hypothetically reach $5.35 again there will be billions more tokens in circulation.
At full dilution that is a $53.5B fully diluted market cap

$SUI hit $5.35 in January 2025.
Everyone called it the Solana killer.
But it will probably NEVER get back to ATH
The tech is there but the TOKENOMICS are designed to work against the price.
Let me show you exactly why 👇
Today it trades around $0.88 which is an 83% drawdown.
To reclaim ATH from here $SUI needs a 507% rally.
At current circulating supply that would require a market cap above $19B.
👉 But here is the problem :
By the time the price would hypothetically reach $5.35 again there will be billions more tokens in circulation.
At full dilution that is a $53.5B fully diluted market cap

$SUI hit $5.35 in January 2025.
Everyone called it the Solana killer.
But it will probably NEVER get back to ATH
The tech is there but the TOKENOMICS are designed to work against the price.
Let me show you exactly why 👇
Today it trades around $0.88 which is an 83% drawdown.
To reclaim ATH from here $SUI needs a 507% rally.
At current circulating supply that would require a market cap above $19B.
👉 But here is the problem :
By the time the price would hypothetically reach $5.35 again there will be billions more tokens in circulation.
At full dilution that is a $53.5B fully diluted market cap

$10,000 in Altcoins when they reach 2025 highs 👀
$SEI : $71k
$APT: $69k
$INJ : $52k
$ONDO : $42k
$KAS : $41k
$HBAR : $33k
$RENDER : $30k
$SOL : $31k
$LINK : $29k
$ETH : $22k
$QNT : $18k
$TAO : $15k
Which one is your pick in this market?
👇

🚨 April 2026 Crypto Calendar
🗓️ 1st April
• $SUI : ~$47.5M Token Unlock
• $TIA : ~$52.6M (17.20% of Supply)
• $EIGEN : Monthly Token Unlock
• $OP : ~$3.39M Token Unlock
• 🇺🇸 US : ISM Manufacturing PMI
🗓️ 2nd April
• $ENA : ~$27.6M (2% of Supply)
• $EDGE : ~$16.6M (13.8% of Supply)
• Event : EthCC 2026 Final Day (Cannes)
🗓️ 3rd April
• $W : ~$90M Unlock (6% of Supply)
• BTC - Morgan Stanley Spot BTC ETF
• 🇺🇸 US : Nonfarm Payrolls & Unemployment
• 🇺🇸 US : Good Friday (Markets Closed)
🗓️ 5th April
• $KTA : ~$2.6M Token Unlock
🗓️ 6th April
• HYPE : ~333K HYPE (~$12M) Team Unlock
• SOL

Bitcoin Q1 Returns Since 2013
→ 2013: +539.96%
→ 2017: +11.89%
→ 2021: +103.17%
→ 2024: +68.68%
→ 2026: -23.7%
Average Q1 return: +45.86%
Median Q1 return: -2.26%
8 out of 14 Q1s were red.
Q1 doesn't start the bull run.
it tests who survives for Q4.

6th Monthly Red Candle Loading 🟥
This has happened once before.
Bitcoin moved over 4X after that.
With the ongoing panic, buying makes more sense here and Bitcoin could reach another ATH after this move.
Saylor and Strategy have followed this and you should do it as well.
Deep Dive 👇
Bitcoin is about to close its 6th consecutive red monthly candle, and instead of asking what that actually means, most people have already decided that something is wrong with the market.
That reaction is understandable, but it’s also exactly what tends to happen at the wrong time.
Because the last time we saw t

World Uncertainty Index just hit an ATH.
- Higher than 2008.
- Higher than COVID.
Look at what's happening:
• S&P 500 at ~6,370
• Gold around $4,400-4,500
• Dollar Index clinging to ~100
• Fear & Greed in Extreme Fear (50 Days+)
Longest streak since FTX. Hit 8 on March 24.
Lower than FTX. Tied with COVID. Close to Luna.
Bitcoin? ~$67k. Down 48%
from its ~$126k October high.
This feels like 2019 all over again.
> Gold ran first. BTC did a 10x after.
> Gold broke out in 2019.
> BTC didn't move until late 2020.
The lag is the pattern.
> Dollar weakening.
> Equities dumping.
> Live U.S.-Iran confl

"CRYPTO IS DEAD"
Everyone on CT is comparing prices and claiming :
“5 years and we’re still here”
> $SOL under $100
> $XRP around $1.5
> $ETH stable at $2k
> $BTC around $66k
But zoom out for a second and actually think.
In 2021, these levels were printed at peak euphoria.
Liquidity was flowing, narratives were everywhere, and people genuinely believed prices would only go higher.
BTC was sitting around these levels with RSI near 69.
That’s overheated and what a top looks like.
Now we’re at similar prices with RSI around 31.
That’s close to oversold territory. Completely different positioning.

$VRA is up over 90% in the Last 24H.
Are you falling for it again, anon?