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thebitcoinstrategy profile picture
🤩 Ethereum Breaks Out - ETH Crypto Analysis

I break down why Ethereum is suddenly outperforming Bitcoin after a prolonged downtrend, and the explanation comes from a surprisingly small slice of the market: Wall Street ETFs holding only roughly 3% of each asset's supply. I walk through the month-by-month ETF flow data, normalized against circulating supply, and show how that metric has tracked relative price performance with striking accuracy on shorter time scales. The bigger question is whether Strategy's consistent Bitcoin selling is now shifting that flow gap in Ethereum's favor, and what a potential 15% swing in Bitcoin dominance co

▶ https://www.youtube.com/watch?v=eQ-N5GZMndc

https://the-bitcoin-strategy.com/r/50m1s1Fw
thebitcoinstrategy profile picture
🤩 300% Bitway Surge - The BWT Unstoppable Rally!

BWT has surged almost 300% in a month with no major news announcements, and I walk through the onchain data and perpetual futures metrics that most people are ignoring to figure out who is actually driving this move. The token sits at an all-time high of 23 cents, but a massive team vesting unlock in March will add 72% more supply, with further waves of inflation hitting the following two years. Whether the spot buying that appears to be fueling this rally can hold up against that supply pressure is the critical question I dig into here.

▶ https://www.youtube.com/watch?v=OmmlYXEzbAs

https://the-bitcoin-strategy.com/r/uoyjMbeW
thebitcoinstrategy profile picture
🤩 I Studied 12 Countries. The Cheapest Stock Market Is...

I walk through 12 countries, comparing each one's share of global GDP against its share of global stock market capitalization to find where stocks are genuinely cheap and where they are dangerously overpriced. The US stock market sits at 46% of global market cap while the US economy is only 26% of global GDP, a near 2x premium that has grown sharply with the AI rally. Some of the discounts I found are striking, and the reasoning behind which ones are actually worth buying is more complicated than the raw numbers suggest.

▶ https://www.youtube.com/watch?v=h2acJJ0bEHE

https://the-bitcoin-strategy.com/r/QRAf356l
thebitcoinstrategy profile picture
🤩 Watch Large Wallet Moves! - PUMP Crypto Analysis

The pump token has nearly doubled in a month, but I walk through the onchain data most people are ignoring, including what a 27% supply increase over the next year could mean for the price and why the ratio of pump to Solana is flashing a warning. More than 400 million dollars worth of buybacks have already been burnt, open interest sits at just 200 million against a historical peak above 1 billion, and a moving average backtest points to a signal that may be about to flip.

▶ https://www.youtube.com/watch?v=i_EUecR2CJc

https://the-bitcoin-strategy.com/r/lYZkS99b
thebitcoinstrategy profile picture
💀 The Ugly Trust About The Interest Rate

I walk through the actual historical data on interest rates versus gold and the S&P 500 to test whether the popular theory of investors rotating between bonds and risk assets really holds up. Since 2001, real interest rates on government bonds averaged negative 0.64%, yet that did not stop capital from piling into increasingly risky assets in ways the standard narrative cannot explain. The gap between what legacy media tells you to watch and what the data actually shows is wider than most investors realise.

▶ https://www.youtube.com/watch?v=jo1RHPzwl3U

https://the-bitcoin-strategy.com/r/Ezc3EvPc
thebitcoinstrategy profile picture
⚠ Bitcoin Cycles Suggust A Bottoms At $39K

I walk through Bitcoin's historical bare market drawdowns cycle by cycle, from the consistent 82% drops seen between 2011 and 2019 to the shallower 76% bottom in 2022, and map out what those shifting patterns imply for where prices could floor this cycle. I also compare Bitcoin not just against the dollar but against the NASDAQ 100, gold, and US M2 money supply, and the results point toward a conclusion about tech stocks and gold that most people are not expecting.

▶ https://www.youtube.com/watch?v=1Y1R8mxl_aE

https://the-bitcoin-strategy.com/r/Mhe1SaDX