Bitcoin finally punched through $80K for the first time since May, and guess what? $220M in shorts got torched in 24 hours. Ethereum's not far behind, pumping 30% this week on $2.6B of ETF inflows. But while the retail crowd is getting liquidated left and right, the big boys are playing a different game — one is hoarding cash like a dragon, the other is still buying the dip that never came.
▪️ BTC hit $80K Monday after Wall Street open, up 25% month-to-date — best August since 2017. Not bad for a dead coin, eh?
▪️ Short liquidations across all crypto hit $220M in 24 hours per CoinGlass. Bid liquidity at $76,700 — if you're looking for a dip, that's where the trap is set.
▪️ Strategy (Saylor) raised $2.01B by selling MSTR shares and bought exactly zero BTC. Instead, he parked $6.7B in cash. Yeah, he's waiting for a discount, the greedy bastard.
▪️ BitMine (Tom Lee) went the other way: added 32,447 ETH this week, now holds 5.85M — that's 4.8% of all ETH supply. Talk about conviction.
▪️ BitMine has 87% of its ETH staked, projecting $330M annualized staking yield. Even at these prices, it pays to accumulate. Or so they say.
▪️ Rekt Capital notes BTC weekly closed above the 50-week EMA ($77,251) for first time since Nov 2025. But he warns the real test is sustaining it. Translation: don't get too cocky.
📊 Short liquidations (24h):
$220M📊 ETF inflows (week):
$2.6B📊 Strategy cash buffer:
$6.7B📊 BitMine ETH holdings:
5.85M ETHIf you're holding BTC or ETH, this pump isn't just noise — $220M in shorts got wiped, so if bears keep piling in, the next leg up could get even spicier. But the real signal is in the big boys' moves: Saylor raises $2B and buys jack shit — he's clearly waiting for a fucking discount. Meanwhile, Tom Lee's BitMine is doubling down on ETH staking yield. That split tells you the market is still divided — institutional money is hedging, not going all-in. And don't forget September's bearish history, so don't get too attached to your bags.
💬 «Bitcoin has Weekly Closed at the highs. Now starts the real test.» — Rekt Capital
🔮 Saylor's $6.7B cash pile is a giant 'fuck you' to this rally — he's waiting for the dip the rest of us are praying won't come.
@exverse_chat
