Rektology

🥷 GM. Rektology's back.

Been quiet. The market wasn't.

In crypto since 2017 - we've watched every cycle run the same
script: euphoria, leverage, rug, "this time it's different."
It never was. We went dark through the noise.
There's signal again.

The tape, mid-2026:
↳ BTC season. Dominance fat, alts bleeding, altseason
index buried in BTC territory.
↳ Still fear on the street after the H1 flush spec got
punished, money turned selective.
↳ New rule: revenue > hype. No usage, no bid.

What's actually catching flows:
↳ Stablecoins - settlement rails, not just CEX dollars
↳ RWA - tokenized credit & treasuries, institutions onchain
↳ Perp DEXs - onchain leverage eating CEX volume
↳ Prediction markets - GambleFi, live info > opinions
↳ DeAI - agents with wallets, not "AI" slapped on a ticker

Stockpicker's market. Narrative + usage + liquidity -
or it's noise.

And we're not back solo. The whole squad's online:
↳ @insiiiider — research, RWA, smart money flow
↳ @satoshi_caalls — onchain & perp alpha
↳ @tonnydrops — launches, presales, primary markets
↳ @phanton_degen — degen + prediction markets
↳ @limb_trade — unfiltered, from the trenches

Notifications on. The quiet part's over.

— Rektology 🥷

🙂 It's been a killer year for crypto. If you were at least 50% in the game, bagging gains wasn't tough. A whole bunch of life-changing plays rolled through the market. Plus, we dropped tons of alpha on our channels for you

For the New Year, we're wishing everyone finds a solid community. Surround yourself with folks who'll help you level up, share the wisdom, and keep the support strong. Even if the millions don't roll in overnight, you're guaranteed to hit a new tier and massively upgrade your game

👥👥👥👥👥👥👥👥👥
Happy New Year's, fam! Wishing you all profits, green PnLs, and loads of love! 🥰

🙂 Rektology

📈 DON'T MISS: Bybit #FLOCK launchpool! 🔥

Stake $FLOCK, $MNT or $USDT to obtain a share of 10,000,000 FLOCK for free!

How to participate:
🟠Register using this link➡️Bybit HERE
🟠Complete Level 1 verification here
🟠Go to the Bybit Launchpool and choose a token to stake

Minimum stake: 200 FLOCK, 100 MNT or 100 USDT

🕖  Period: Dec 31 – Jan 7

🙂 Rektology

🚀 US spot #Bitcoin ETFs:
🟠Recorded nearly $36 billion in net inflows since launch
🟠Bought around 49,591 #BTC in December while only around 13,500 were mined on average

🔹 BlackRock and Fidelity spot Ethereum ETFs bought a total of about 101,390 #ETH worth $342.2m last week

🙂 Rektology

🟠 #BTC < 92
🩸 US Stocks

BBG:

US stocks fell as a powerful rally in technology shares faltered in the final trading sessions of 2024

The S&P 500 extended declines after opening more than 1% lower, dragged down by technology stocks. Super Micro Computer Inc., Boeing Co., Broadcom Inc. weighed on the index on Monday

🙂 Rektology

💥 #MicroStrategy has acquired 2,138 BTC for ~$209 million and has achieved BTC Yield of 47.8% QTD and 74.1% YTD.
As of 12/29/2024, they hodl 446,400 $BTC acquired for ~$27.9 billion 🔥

The Week Ahead: Dec 30 - Jan 5
Macro:
➡️Unemployment Claims on Jan 2
➡️ISM Manufacturing PMI on Jan 3

🌡 As expected, we saw the typical quarter-end post-expiry vol selloff as vols are 2-3 vols lower since Friday's record-breaking expiry

🧪 While #Bitcoin is currently consolidating near the bottom of its one-month range with flat returns for the month, both #BTC and #ETH had a strong performance in the fourth quarter: BTC is up 48%, and ETH has increased by 30%

🙂 Rektology

🔥 The top 2 best performing public equities in the world among companies with a $250m market cap both hold #bitcoin on their balance sheet
&
Over 60 public companies now hold #bitcoin as a treasury reserve asset

bullish 🚀

🙂 Rektology

🎎 #FTX will start paying $16 billion in claims from 3 Jan 2025, nearly $12 billion in stablecoins!

What a wonderful news, just the thing to kick off alt season right at the start of the year 😏

🙂 Rektology

🚀 #BTC #dominance just did a classic retest of a broken range from below, turning downwards as we thought it would

A lot of folks are still too scared to jump in now, thinking it might be better to wait. But when those green candles finally show up, everyone sees that as a rock-solid confirmation. We totally understand that waiting can be tough. The big players are playing the news - planting their limit orders at the lows to psych you out and make you give up your assets cheaply. They also set them up high, stirring up the news cycle to trick us into buying their coins

We're keeping it real simple here, especially for those new to the game, so you get that charts are just emotionless pictures. It's the emotional side that screws up your decision-making

📈 In short, BTC dominance is on its way down, and alts are gearing up for a rise in January after stalling in December

And that rise? It’s going to be decently impressive 🕶

🙂 Rektology

🙂🙂 Whales keep stacking #Bitcoin, but that's just business as usual

We're in a bull market, and according to on-chain data, about $7 billion in capital is flowing into the market each week. This is a clear sign of ongoing growth

It's important to understand that the current situation is far from a bubble:
➡️A bubble forms when the price significantly exceeds the incoming capital. That's clearly not the case right now
➡️Corrections are possible, but even if Bitcoin drops by 30%, this pullback will likely be short-lived and followed by a recovery that offsets the losses

The chart above shows that the current MVRV values (in blue) are far from the peak bubble zones (around 6-8, currently at 1.8) as seen in past cycles. We're clearly not at the top yet

The current Bitcoin cycle is far from peaking, and it's too early to talk about a bear market. If someone claims otherwise, they might just be ignoring the on-chain data

Corrections may occur, but the long-term outlook remains positive. Whales continue to accumulate, and the market is growing 📈

🙂 Rektology

😳 Squid Game Season 2 features a cryptocurrency scammer

🙂 Rektology

🔸 #Binance’s #BTC reserves have dropped below the 570,000 BTC mark - this is the lowest level since early 2024. This indicates active buy-backs and accumulation of BTC by market participants

That’s why there’s literally no action in the market right now.
As we've mentioned before, don’t expect any major moves in the coming days; we're range-bound and flatlining

Early next year, some market manipulation might occur, which could kickstart further activity

Yes, the sideways phase will soon end. Yes, alts are about to start climbing

Patience 🤟

🙂 Rektology

📈 Last winter, #Bitcoin had similar moves to what we're seeing now before it really pumped

🤔 Think we might see a repeat of that fractal pattern?

🙂 Rektology

🕯 It's time for Christmas and uplifting stories:
Here's a tale about how memes are not just about laughs and scams, but also about good deeds

Consider this instance where memes have genuinely helped people and even saved lives

A family struggled to raise $150k for their child's severe illness through a charity website, which still wasn't enough. However, everything changed when an enthusiast created a meme token and transferred 50% of its supply to the child's father

🙂 Within six hours, thanks to the community, the token was pushed up in value, allowing the father to sell enough tokens to raise a couple of million dollars, covering the medical expenses. The father's wallet still holds coins worth over $20 million, which he plans to use to fund research into the disease to help other children as well.

This is a vivid example of how attention economics can finance socially beneficial initiatives through memes. We hope to see more such stories in the future 🥰

This isn't a call to buy the token, as it's likely to drop in value, but rather a compelling narrative

🙂 Rektology

📈 New Spot listing $ALCH on Bybit 🔥

#ALCH Token Splash now live! Stand a chance to grab a share of the 1,500,000 ALCH Prize Pool

How to participate:
🟠Register using this link ➡️ Bybit HERE
🟠Complete Level 1 verification here
🟠Then register for the event
Prize pool options:
🟢All users: trade and earn from 500,000 ALCH Prize Pool
🟢New users only: deposit and earn from 1,000,000 ALCH Prize Pool

🕖 Period:
- Deposits: Dec 26
- Results: Jan 09

🙂 Rektology

🚀With #Bitcoin dominance creeping back up to nearly 60% amid a price stall in the last few days of 2024, there’s a growing belief among traders it could be time to switch their accumulation strategy toward altcoins

It's worth remembering:
Today marks the expiration of #BTC and #ETH #options contracts worth a record-breaking $18B - the largest expiry in history. When options hit their expiry date, traders either cash them out if the market price is juicy or let them go if it's not worth the squeeze

This is why post-expiry, we might see capital flow into other asset classes

❗Stay sharp, fam: today's price action could be a chance to snag some quick gains, but it also comes with the risk of getting rekt

🙂 Rektology

🤑 The crypto and blockchain world is gearing up for major transformations, and 2025 Meta is shaping up to be a game-changer

According to Andrei Grachev, this is the next-gen ICO that will revolutionize how we view and interact with digital assets

Key features of 2025 Meta:

➡️No locks or vesting.
Users will have immediate access to their assets without restrictions. Full unlock at TGE gives investors instant liquidity, making it a standout feature
➡️Strategic funding rounds and top-tier listings.
Funding rounds will follow a structured and transparent approach, ensuring maximum trust from investors. Coupled with listings on major exchanges, this guarantees immediate trading availability right after launch
➡️Big players in stealth mode.
Some big names are reportedly involved but are staying behind the scenes for now. They plan to make a dramatic entrance later, building hype and trust in the project once it gains momentum

This sounds like one to keep on your radar, especially as details unfold 👀

🙂 Rektology

📈 #Bitcoin and #Solana hit all-time highs in monthly trading volume last month.
Meanwhile, #Ethereum remains around 50% below its 2021 peak

🔹 At the same time #ETH ETFs have seen over $2.5B in inflows despite a 16% drop from last week's high of $4,100

#ETH still has a huge upside. We feel this rocket is about to fly 🚀

🙂 Rektology