📊 BTC: Lower - Then Way Higher? Sounds Like a Plan.

GM.

It is indeed an interesting predicament in which we find ourselves. Reply guys all across X are now shouting the cycle is over, but is it, really?

Except for the absolute mess that happened on Solana recently, the KOLs making public statements left and right trying to cover their guilty asses, and trenches being basically cooked for the time being, nothing else changed.

Bitcoin is still range-bound. As long as it stays above $90k on higher timeframes, there isn’t much reason to think this cycle is over. Right now, the possibility of retesting lower is definitely present. Nevertheless, we can hardly make any conclusions until this range is broken.

Again, prepare to get really bullish only after a confident close above $100k, ideally $102k.

Today, specifically, there might be a jolt of volatility around Trump’s speech at 3 PM ET.

The most important underlying factor for the continuation of this cycle is, once again, global liquidity, which is currently rising but still below the peak of 2024. We want to see it get above for a real return of bullish spirits. If that happens, it will be tough for me to stop being optimistic about this year. More updates on this as we go. 

Lastly, the turnaround in DXY doesn’t seem so strong for now, either. If the dollar pumps higher from here, it might become the factor that sends us back to the lower Bitcoin range, so keep an eye out for that.

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The important bits.

• DESK (DeFi) - DESK is now live on Base

• Core DAO (BTCFi) - Partners with Maple, BitGo, Copper to implement Core’s Bitcoin staking

• Mode (L2) - Level 3 AI agents are coming soon on Mode

• Io.net (DePIN) - GPUs on http://io.net are deployed across 50 countries

• Tanssi (DeFi) - Let’s Forkin’ Launch Phase 1 is now complete

• Ramen Finance (Launchpad) - 3 hours left to participate in the BERAMO token sale

• Yeet (DeFi, Berachain) - Updates the Yeet Game mechanism to prevent cheating

• Hyperliquid (L1) - Hyper EVM goes live

• Infrared Finance (DeFi) - Adds liquidity for iBGT/BERA on Berachain hub

• Opinions.Fun (SocialFi) - Introducing Top Yapper Opinions

Even more important bits.

• Tether to buy 51% controlling stake In South American energy company Adecoagro

• FTX begins repayments to verified customers today

• ThreadGuy explains the LIBRA situation

• Google's Web3 Specialist Kyle Song says Google is exploring Bitcoin adoption rails

• Elon Musk's DOGE announces audit into Securities and Exchange Commission (SEC)

Charts and stats of the day.

• About 75,000 users lost approximately $286 million in LIBRA transactions

• Ethereum GDP is growing

• Spot BTC supply on Hyperliquid is closing in on $40M

Crypto taxes? Absolute pain.

Sifting through receipts, crunching numbers — it's a yearly ritual of suffering. Throw crypto into the mix, and it’s full-blown chaos.

Now you’re juggling transactions across wallets, flipping between CEXes and DEXes, and wondering if that airdrop was a win or just a taxable headache. And let’s not even start on staking rewards…

Well, it doesn’t necessarily have to suck.

Crypto Tax Calculator is built for degens like you. With over 1000+ integrations, a custom shitcoin pricing oracle, and the superpower to handle your on-chain terror.

 You can either generate reports your accountant will love or directly file ‘em yourself. 

 Snag 20% off your first year. Your accountant — and sanity — will thank you.

BERA/USDT 2H Binance

BERA has been in a tightening accumulation range for about a week. Network fundamentals look increasingly bullish. The only bogeyman is the broader market. I’m thinking we overcome that in the next week too.

Even for bearish market participants, there are crazy stablecoin yields available over there at the moment.

Come by the Lucky Luke Discord channel for comments, to roast my picks or to pump your own bags. All banter is welcome any time!

Smart-money movements on Solana.

Smart-money movements on Ethereum.

Bear market? More like a farmer’s market.

I see many people saying it’s over or getting dumped on inside the Solana trenches. My solution? Farm and play on Berachain.

I will stay on this chain for a long time, building my stacks and playing all these Proof of Liquidity games. Let’s check some opportunities and ways to get alpha.

• Beradrome

Beradrome is one of the OG Berachain projects and provides yield opportunities with liquidity provision as well as gauges. Check a nice guide here.

Also, we can find the liquidity trifecta vault from Yeet here, which has a very juicy APY. When up-trending market conditions return, the YEET/BERA pool will be ideal for capturing upside along with getting yield.

• 49% APR stablecoin yields on Burr Bear

Are you bearish about this market? Well, you can park in NECT/HONEY/USDC pool on Burr Bear. Hard to find such stablecoin yields elsewhere.

• Gaming on Berachain

I know I’m changing topics a bit now, but check out this thread featuring the gaming ecosystem on Berachain. There’s a lot of upside to be captured here, whether it’s the tokens themselves or native DeFi opportunities inside the ecosystem.

• Get Berachain early alpha

The CAVE is a good place to chat with fellow beras and explore new opportunities.

Another place to be might be BeraLand, which also has its own mobile app.

• NFTs on Kingdomly

Today, we’ve got 3D Cubs on Kingdomly, and Wassie mint coming on Feb. 22nd. 

Lastly, follow our friend Mughal for frequent deep dives into literally every DeFi opportunity on Berachain.

Life gets busy so here’s what you’ve missed.

And even more Berachain strategies.

Research

Connecting right with today’s Degen corner, listen to these fine gentlemen break down even more Berachain DeFi strats.

Tune in on X

To save you doom scrolling.

It is indeed time for the Great Purge.

Even though I think this whole range/altcoin bear market resolves higher eventually, it’s wise to count on a period of chop (yes, even more chop).

This goes especially for altcoins that got smashed down 70% or more. Downturns like these take time to stomach, so be prepared; patience is needed, as always.

stay safe homies,

Hix0n 🫡