TheBreadmake

$TAO is compressing under a 2 year downtrend
reclaim $200 and the entire structure changes
AI isn’t going away
the question is who accumulates before it’s obvious

bull market or bear market doesn’t matter
the uncomfortable truth about TGE performance in 2026:
there’s no statistically significant difference between tokens launched in euphoria and tokens launched in despair
the cycle won’t save you
hype won’t save you
“good timing” won’t save you
we’re entering a market where sentiment is noise and product is signal

Ethereum is the only network for tokenization
Ethereum’s tokenized RWA market cap has surpassed $17 billion on mainnet
it's up nearly 315% from about $4.1 billion a year earlier
Ethereum network now accounts for almost 34% of total onchain RWA value across blockchains

Saylor bought BTC below current market price
he doesn't want us to make fun of him like last time

Epstein involved in the creation of BTC?
his investments, contacts, and interest in BTC at an early stage of market development surfaced in correspondence and documents
all the facts:
▪️in 2014, he invested approximately $3M in Coinbase and later sold part of it at a profit
▪️ through structures associated with MIT, he invested approximately $50K in Blockstream; the company stated that the participation was minimal
▪️ donated approximately $850K to MIT, with a portion of the funds going to finance BTC developers
▪️ he kept in touch with Brock Pierce, who, according to him, introduced him to th

gm ct
people don't lose because of a bad market
they lose because of discipline
never give up

BTC hasn't yet reached the full capitulation
key indicators remain in a bear phase rather than the extreme bear phase seen at previous lows
the “realized price of BTC,” which has historically been the main support zone in previous bear markets, indicates a “global bottom” in the $50,000–55,000 range

BlackRock is now putting up billboards advertising its spot BTC ETF

we correctly identified $whitewhale local bottom at $55M
mc hit $107M and is currently trading at $85M
it is still the most discussed token on solana. That's why $whitewhale demonstrates such strength regardless of the market
i'm ready for next wave

BTC whales are actively buying on this dump
the volume of transfers to “accumulation addresses” has reached its highest level since the beginning of 2022
while retail investors are recording losses, whales see an opportunity
previously, similar accumulation phases during periods of panic have often preceded strong market growth

crypto ETF inflows and outflows in past week
over the past week, there have been small capital outflows from key crypto ETFs
$BTC showed an outflow of $360m. This is the fourth consecutive week of outflows
$ETH showed an inflow of $10m. The total value of all $ETH is approximately $11.72b
$XRP showed an inflow of $7m, with cumulative inflows since launch amounting to ~$1.23b
$SOL showed a net inflow of $13m, with cumulative inflows since launch amounting to ~$875m

ct > precious metals twitter > Pikachu twitter
Logan Paul started a new phase after selling a card for $16 million
how long will it last?

gm ct
you may not see it, but it's happening

ETH valuation doesn't reflect its value
ETH is trading at a $234B valuation. meanwhile, the ecosystem built on top of it is valued at $293.5B
most of this ecosystem is largely shifting to stablecoins (non volatile assets), funds, vaults, and sticky liquidity
whenever valuation falls below TVL, these are excellent buying opportunities

2026 is stablecoins meta
what's you fav stable?

bitcoin production cost estimate has fallen to $77,000
estimated bitcoin production cost is historically served as a “soft price floor” or support level
it has fallen to $77,000 from $90,000 as network hashrate and mining difficulty recently declined
overall, the JPMorgan analysts remain optimistic about crypto markets this year
analysts also reiterated their long-term bitcoin target of $266,000

the alleged insider turned out to be a real insider
the Israeli “insider” wallet ricosuave666 (later renamed to “Rundeep”) wasn’t just lucky
he has made 6 successful deals in the Israeli-related market
his best deal:> Israel military action against Iran by Friday? - YES at 21¢ —> $128,736 profit
total profit: ~$150,000+
main wallet: 0x0afc7ce56285bde1fbe3a75efaffdfc86d6530b2
later, Israeli prosecutors charged a reservist and a civilian. they said the two used secret military information to place bets on Polymarket

what altcoins Smarat Money holding?
a significant amount of smart money will invest for a decent sum in these alts
they will definitely survive in any market

gm ct
it was just yesterday