AlanRogers

Bitcoin bear markets by drawdown.
2011: -93%
2015: -87%
2018: -84%
2022: -77%
2026: -53%
Every cycle the bottom gets higher
Every cycle the pain gets shorter
Every cycle more people refuse to sell
The bears keep showing up with the same playbook and every time Bitcoin just gets harder to break.

Market Snapshot
$BTC: $61.6K
$ETH: $1.64K
Crypto MC: $2.203T
🇺🇸 ETF Flows (June 24)
🔴 BTC: -$469.08M
🔴 ETH: -$30.24M
🟢 XRP: +$2.05M
🔹 $10B in Bitcoin options expire on Deribit this Friday.
🔹 Over $1B liquidated in the last 24h.
Longs accounted for $779.9M.
🔹 Crypto Fear & Greed Index falls to 12 — Extreme Fear.
🔹 Whale "0xebe8" closed a $50M BTC long at a $1.3M loss.
🔹 Micron ($MU) jumps 15% after earnings and warns chip shortages could last beyond 2027.
🔹 Grayscale highlights $HYPE, $PUMP, and $CAKE among the lowest-multiple revenue-generating crypto protocols.
🔹 Fed balance sheet

GM☕️
The timeline is bearish.

Oil just broke below $72 for the first time in 112 days.
Down 40% from the March peak of $119
Just $4 away from erasing the entire war premium
Think about what that means, everything that drove inflation higher over the last few months, is now unwinding in real time 👀

Market Snapshot
$BTC: $62.6K
$ETH: $1.67K
Total Crypto MC: $2.23T
🔹 ETF Flows:
BTC: -$113.8M
ETH: -$82.4M
HYPE: +$1.5M
🔹 Ethereum Foundation cuts 20% of its workforce.
🔹 Crypto fees are down 44.6% across 2026, with DEX fees falling over 50% as activity continues to cool.
🔹 Gold ETFs attracted $1.1B last week, the largest inflow since April.
🔹 Silver has retraced 50% from its January ATH.
🔹 The Canadian dollar is down 30% against the USD since the Global Financial Crisis.
🔹 Tom Lee's Bitmine acquired another 35,138 ETH worth $58.7M.
🔹 The US Senate voted 50-48 to direct President Trump

Bitcoin is down 49% from its cycle high 👀
Sounds scary until you look at every previous cycle.
2011: -94%
2013: -86%
2017: -83%
2021: -77%
2025 RIGHT NOW: -49%
This is the mildest drawdown in Bitcoin's entire history
And the sentiment feels exactly the same as every other bottom
Panic. Despair. Capitulation. "crypto is dead"
Here's what the data is actually telling you.
The floor keeps getting higher every single cycle
The crashes keep getting shallower
Institutional adoption is real
ETF flows changed the structure permanently
Bitcoin isn't getting weaker
it's getting more mature
The pe

Market Snapshot
$BTC: $62.8K
$ETH: $1.81K
Crypto MC: $2.24T
🔹 ETF Flows (June 22)
BTC: -$68.18M
ETH: -$66.04M
XRP: +$5.31M
🔹 Bitcoin slipped below $63K
🔹 $173M+ liquidated across crypto in a single hour
🔹 Deutsche Bank raises gold outlook:
$4,300 target (Q3)
$4,800 target (Year-End)
🔹 Chinese semiconductor exports surge +111% YoY to a record $36B
🔹 Ripple secures preliminary MiCA approval in Luxembourg
🔹 Trump signs executive orders accelerating quantum computing and post-quantum security adoption
🔹 Bank of America now expects 3 Fed rate hikes this year
🔹 Aave V4 surpasses $200M in de

U.S. and Iran just dropped a joint statement from Switzerland. 👀
✅ "Encouraging progress"
✅ 60-day roadmap toward a final deal
✅ Direct communication channel for the Strait of Hormuz
✅ Sanctions and nuclear working groups established
✅ Partial release of frozen Iranian assets
✅ Oil and petrochemical export restrictions eased
✅ Lebanon deconfliction framework launched
This isn't speculation.
It's an official statement backed by Qatar and Pakistan.
Markets reacted immediately:
📈 U.S. futures jumped
📉 Oil erased its recent gains
The geopolitical risk premium is fading fast.

Market Snapshot
$BTC: $64.2K
$ETH: $1.73K
Crypto MC: $2.29T
🔹 Bitdeer has sold every BTC mined since Feb 21, offloading 3,231 BTC worth $205M+
🔹 European stocks continue outperforming U.S. markets as geopolitical tensions ease
🔹 Bitmine is now 91% of the way toward owning 5% of ETH's circulating supply after accumulating 1.4M+ ETH
🔹 Solana network activity has more than doubled since the start of the year
🔹 Jane Street plans to hire 500+ employees as it expands its AI-driven trading operations
🔹 Bitcoin ETFs have now recorded 6 consecutive weeks of net outflows
🔹 Robert Kiyosaki says he

Good morning all
Happy Sunday