Dragoncrip

The popularity and adoption of stablecoins, tokenized stock markets, bonds, and the entire industry related to money transactions that will move via blockchain will take this ecosystem to a level never imagined by human beings.

Every day, more and more people interact in this ecosystem, and more and more people keep joining.

The infrastructure will grow enormously, and all the projects that offer real solutions and generate big profits will see their prices soar.

Projects like #Hyperliquid will take off like rockets thanks to the enormous amount of money that will circulate through their platforms and the high gains that will be directed into their token. The same will happen with lending projects, and of course with oracles and security infrastructure.

Only a couple more months are needed for the bear market to end and give way to the season of greatest wealth this ecosystem has ever experienced.

🟥 The real KILLER of USDT and USDC is being cooked: oUSD.

An Open Standard, backed by more than 140 industry mega-giants (Visa, Mastercard, Stripe, BlackRock, Coinbase, Google, Ripple and an army of banks), launches Open USD (OUSD) to destroy the old regime.

They’re going full steamroller:
- Zero mint and redeem fees
- No volume limits
- Reserve income distributed among partners, banks, etc., who will push it together with the power of marketing.

They’re aiming for mass adoption of stablecoins.

Launch: end of 2026.

The war for the stablecoin throne has just exploded.
Just with the announcement, Circle collapsed +17%.

Is the reign of USDT and USDC in jeopardy?

✅ After the great game of #Paraguay, I remembered everything big that’s being built in that country—especially in the crypto ecosystem, where today it’s one of the most profitable places for mining.

As a holder of the EverValue project (where the net profit from mining goes directly to the token’s collateral $EVA), I went to check the blockchain to see how things are going.

And I found this:
- The image is a screenshot of the Core Vault contract, where only BTC enters, and the only way to take it out is by burning the EVA token.

- To my surprise, the dotted box (dates) shows that mined BTC has been entering every day without interruption for 712 days.

- In the right column, you can see that the daily amount has been growing progressively.
The reason is that the company reinvests the profits into improving the mining equipment and expanding the farm.

- Bottom right indicates the net amount mined per day (0.3727 BTC), which is distributed between the Core Vault (0.2236 BTC) and the Booster (0.149 BTC).

Every day, on average, EverValue deposits between 0.35 and 0.41 Bitcoin into the vaults that collateralize the token’s price, making its burn value increase day by day (this pushes the base price in BTC upward).

The total amount of BTC the project already has in the vaults collateralizing the price of EVA reaches 425.92 BTC.
The project is showing strong resilience in this bearish market.

Those 712 consecutive days of incoming BTC show they’re building from the ground up—solidly and with real fundamentals.

For this reason, I’m accumulating (DCA) a small percentage of this token to diversify my BTC returns ahead of the next ATH.

In the comment, I leave the link so you can review the on-chain data.

#EverValue #Evervaluecoin #MineriaBitcoin #Paraguay

🐉Bitcoin broke down through all resistance at $60.000
The whales loaded up aggressively.

- We’ve lost the Power Law support at $59k
- We broke the 200-week moving average ($62.400).

- In the order books, significant buy-side liquidity is building between $55.000 and $53.000.

The market is now looking for the bottom of this cycle between two key levels:

- The 300-week moving average at $54.600
- The Realized Price at $53.244

Note: The Realized Price represents the average price at which all the bitcoins currently in circulation were bought.

We’re in the best area of the cycle to execute a DCA strategy.

$BTC #Bitcoin

✅ Holders Chart of #Bitcoin : Short Term vs. Long Term

While Bitcoin’s price (black line) began to fall, long-term holders (in light blue) started aggressively buying at the floor and accumulating.

On the other hand, short-term holders, driven by fear and lacking a clear strategy, sold at a loss, giving fundamentalists the best buying opportunity of the cycle.

Once again, long-term investors are taking Bitcoin out of the hands of short-term users. Fear campaigns, FUD, and manipulation are doing what they’re meant to: transferring cheap BTC from those who don’t understand Bitcoin to those who do.

$BTC

✅ Michael Saylor (Strategy) announced today a new set of measures called "Digital Credit Capital Framework"

1) Minimum policy of 12 months of dividend coverage:
It can’t be used for anything else; its current reserves are $2.55 billion = 17.4 months.

2) STRC dividend rises from 11.5% to 12%:
The official goal: for STRC to trade around $99-$100.

3) STRC, STRF, STRD and STRK share repurchase program:
Up to $1.0 billion to repurchase, prioritizing STRC when beneficial.

4) MSTR repurchase program:
Up to $1.0 billion to repurchase common shares of MSTR.

5) BTC Monetization Program:
They authorize selling Bitcoin (up to $1.25 billion) to build a reserve, pay dividends, and finance the purchase of securities

Saylor opens the door to selling Bitcoin.

At last he understood that BTC is the commodity of his business, just like bread is for the baker.

He can sell up to $1.25 billion, which would be equal to:
Current price → 20,833 BTC
ATH price → 9,900 BTC

This plan of measures really strengthens Strategy and gives it enough cash to sit tight and calmly wait for the next ATH → where it can take big profits with its BTC commodity

With this new strategy, things get serious about how a profitable business must work.
- Issue when it’s good
- Repurchase when it’s cheap
- Sell when it’s expensive

#Strategy $BTC

This is happening in a Bear Market, how can it be?

This bear market isn’t being extremely harsh, because HYPE showed up and cushioned the crypto ecosystem’s drop.

Hyperliquid and innovation brought in capital to prevent a brutal beating for this ecosystem.

Otherwise, the entire sector would be screwed and in the red.

What do you think about this?

✅ While Brian Armstrong was posting, Coinbase fell 70% and it’s now rumored it could go bankrupt.

- The company is one of the world’s largest Bitcoin custodians, with more than 1,000,000 BTC in custody.
- It holds 80% of Bitcoin ETFs and much of the institutional industry.

If it goes bankrupt, it would trigger the biggest death spiral across all crypto, dragging down the entire stock market, the ETFs, and even burying BlackRock.

On the other hand, Strategy’s shares fell 80% from their all-time high. Is it going to go bankrupt too?

...

A lot of people are saying pure nonsense about Strategy these days. Well, this was my contribution to the NONSENSE of the week about company bankruptcies, because it’s based on the market asset price going down.

My text and my nonsense to add my little grain of sand to the collective FUD about #Strategy.

$COIN.US

What a bad buyer #Strategy is!!

But how, if he has more than 200,000 Bitcoin bought below $60k.
We’re at the bottom of the market and he still has a fortune in BTC acquired below that level.

He could sell just 17,000 BTC bought at $10,000 and realize a 600% gain with enough cash to cover almost a year of interest.

Your treasury strategy can fail when 100% of your BTC were bought above the current price. Then you’d be cornered, because every BTC you sell you’d be selling at a loss.

$BTC

The ones who didn't even manage to get a full 1 BTC publish financial advice on what the man who got +840,000 BTC should do

Since I don't have any more BTC because I spent it on the World Cup, I don't publish advice on what Saylor should do.

✅ After all the damage they caused in #Hyperliquid , #Ventuals closes its doors.

With this, 500,000 HYPE that users had locked in staking are finally released.

However, after so many questionable moves, they don’t leave without making one last move to take a nice cut at the expense of users:

When withdrawals collapsed and the capital got trapped, retail was forced to sell vHYPE on the open market at a much lower price (around 0.75 HYPE for each vHYPE). The 1:1 parity was broken.

Then, on June 7, with the vHYPE price around $0.75, they began aggressively buying vHYPE with HYPE until June 16, pushing the price up to almost $1 and close to parity.

What a coincidence that the very same day, June 16, early in the morning, Ventuals announced the closure and the release of the 500,000 HYPE—allowing vHYPE to be exchanged for HYPE at a 1:1 parity.

A suddenly-collapsed asset starts being bought cheap a week before the announcement.

This operation generated them a profit of nearly 20% in just one week.

20% of 500,000 HYPE equals 100,000 HYPE in profit (approx. $6,000,000 USD at the current price).

I can’t claim that they made 100% of the purchases, but a very high percentage appears to have been theirs.

Meanwhile, users lost money for months, lost opportunity cost, and lost the points from the supposed airdrop that never arrived—and never will.

Current status (June 26):
- 56,000 HYPE remain to be exchanged among 2,375 users. (the 444k of the 500k have already been withdrawn)
- The current exchange rate is 1 vHYPE = 1.0153 HYPE.

A bittersweet chapter closes for a HyperEVM project.

Terra Luna had 80,000 BTC in reserves.

When UST lost its peg, they tried to defend it by issuing massive amounts of LUNA and selling all the BTC.

They burned practically the entire reserve to keep something that was no longer supportable.

I understand that Michael Saylor learned from this. He knows you shouldn’t burn the reserves to defend an artificial peg like STRC.
You have to let the market determine the price and simply keep the promise (at an APR of 11.5%).

Alternative scenario:
If Terra hadn’t issued LUNA to defend the peg and hadn’t sold the 80,000 BTC at ~30,000 dollars:
- UST would have collapsed anyway → The market would have found its real price.

- LUNA would have dropped significantly, yes, but temporarily. Without the hyperinflation of trillions of new tokens that were printed to defend the peg, it wouldn’t have gone to zero.

They would still have had the 80,000 BTC, which went from $30k to $126k dollars at the last ATH → That would have given them approximately more than $10 billion in reserves.

With a combined market cap of LUNA + UST that nearly reached $50 billion at its peak, keeping that Bitcoin reserve would have been an enormous pool of capital to rebuild from the ashes.

LUNA would have let the market fight it out on the price until the storm passed. Then, with the reserves intact, they could have rewarded holders, created a new reserve-backed stablecoin, or simply rebuilt the ecosystem.

Terra Luna had one of the large ecosystems that wouldn’t stop innovating; back in 2020 it had been experimenting with strong growth in synthetic versions of real-world tokenized stocks.

Regardless of all this theory, still YES, a lot of people would have lost money.
But many others would have recovered.
Terra’s story could have been very different.

This indicator shows the percentage of the total supply of #Bitcoin
that is in profit.

Currently, only 45% is in profit, while 55% is in losses.

Simple example:
Out of every 100 BTC that the market or people bought:
- 55 BTC are in losses
- Only 45 BTC are in profit.

Of that 45% that is in profit, 3 main types of buyers can be identified:

1. Those who bought in previous cycles (long-term holders).
2. Those who bought in the floor area of the previous cycle.
3. Those who do DCA (Dollar Cost Averaging) with a track record of more than 1 cycle.

Note: It is interpreted as follows:
- Losses from 50% to 55% -> Early capitulation zone.
- Losses greater than 55% -> Strong capitulation → usually marks cycle bottoms.
- Losses greater than 60% -> Extreme capitulation (rare).

Historical bottoms: 2018 and 2022.

$BTC

If anything was missing from this bear market, it was the attack from the LOS LAWYERS.

Rosen Law Firm announced an investigation into a possible class action lawsuit against Strategy Inc. (MSTR, STRC, STRF, STRK, STRD).

Reason: The company allegedly issued materially misleading business information to investors. The firm is seeking affected shareholders to file a lawsuit and recover losses, with contingent fees (lawyers’ profits).

This is a preliminary investigation, not a formal lawsuit yet.

But the market is sensitive and reacts with selling. Combined with the deep bear market, this pushes prices to new lows.

More moves to maximize stress and exhaustion for retail investors.

This move isn’t new. Previously, in 2024 and 2025, it faced securities class actions similar to the current one.
However, they were voluntarily dismissed by the plaintiffs in August 2025.

#MicroStrategy $BTC

🐉 Very few people in CT know this, because it worked in the stock market.

In 2022-2023 there was the largest "Bitcoin treasury" listed on the stock exchange: "Grayscale Bitcoin Trust", with more than 650,000 BTC.

During 2022, Bitcoin’s biggest black swan in history happened: the collapse of Terra/LUNA, 3AC, Celsius, Voyager, and the final blow with FTX.

Grayscale fell apart and its discount reached -50% versus NAV.
While BTC dropped to $16,500, Grayscale’s Bitcoin could be bought for an equivalent of $8,500.

Almost everyone wrote the fund off as dead, and CT chatter claimed that Bitcoin would collapse to below $5,000 / $3,000.

What happened in the end?

- Bitcoin reached a new ATH of $126,000.
- Grayscale didn’t go bankrupt. Quite the opposite: it became a successful spot ETF.
- Those who bought at the 50% discount (at $8,500) achieved returns of more than 1,500% up to the ATH (in just 3 years).

Grayscale survived the ecosystem’s biggest black swan without breaking, precisely because it had real Bitcoin.

Today, many people in CT spread fear about a company that has:

847,363 BTC and trades at only a 5% premium over its mNAV.

It’s really far from reaching a -50% discount.
It has a huge amount of Bitcoin, and unlike 2022, there are no scenarios of systemic collapse or black swan events (exchanges or the ecosystem) in the short or medium term. (The black swan already passed on 10/10/2025)

Knowing a bit of history helps you separate the chaff from the wheat and ignore the noise in CT.

#greyscale #Bitcoin

Thoughts of the day:
If we were in altseason with the World Cup in full swing, we'd be getting memecoins from countries and football players raining down on us everywhere.

Good thing we're not in altseason and can chill and enjoy the World Cup 2026.

#Mundial2026 #memcoin

🐲 Polymarket and the draw boom in the 2026 World Cup have left many in profit💰

I've really noticed that this World Cup has seen an enormous number of draws, way above the historical average.

Out of 28 matches played, 10 ended in a draw.😱

There was even a day when all 4 matches of the round ended in a draw, something historic.

Betting on draws in Polymarket usually pays around 4.5 to 1, but we're seeing 1 draw every 2.8 matches😱

Some truly unexpected (almost impossible) draws have occurred with very high odds:

❌ Brazil 1-1 Morocco
❌ Spain 0-0 Cape Verde
❌ Portugal 1-1 DR Congo

So far, the draw rate is at 35.71%
The winning match rate was 64.29%.

The numbers have been really high. I believe that as the matches progress, this trend will decline and approach the historical average of 24%.

Those who bet on a draw in the first round likely walked away with a nice bag. But it doesn’t seem like the play of the moment anymore, as the trend is likely to balance out.

P.S.: This post is for informational purposes only, analyzing a historic event. I do NOT recommend betting, as the average should level out to the historical figures.

#Polymarket

🐲This is how the two perpetual preferred stocks backed by Bitcoin look on the chart: SATA and STRC.

- STRC (from Strategy) pays an annual dividend of 11.5%.
- SATA (from Strive) pays an annual dividend of 13%.

There are several important points to understand:

1. We're at the bottom zone for Bitcoin. Anything dependent on BTC won't pump while we're stuck in this low zone.

2. When SATA or STRC break above $100, more shares are issued, sold, and that capital is used to buy more Bitcoin. This brings them back down towards the $100 parity. They have bullish arbitrage, but NOT bearish like a stablecoin does.

3. As there are more issuances, it will be harder to move the price. Breaking above $100 will be tougher, but it will also be more challenging to bounce back if the price takes a hit.

4. The more the issuance grows, the harder it will be to breach $100 and buy more BTC. Therefore, it has limitations on descending demand as a leverage/credit tool.

5. The current bear market is putting them through a strong stress test. In the upcoming cycles, each bear market will hit them harder because there will be more issuance of "debt" compared to the previous cycle.

6. SATA maintains parity better because it is 14 times smaller than STRC and has less circulating supply. With lower volume, it's easier to pump the price.

7. In the long run, Strategy (STRC) has more Bitcoin on its balance sheet, giving it a greater capacity to weather all possible scenarios.

8. In the short term, SATA is more stable. In the medium term, STRC offers better opportunities to buy low and sell high.

NOTE: It's important to be clear that we're in Bitcoin's floor zone, so everything backed by BTC will logically take a hit.
The most important thing is how large and solid their reserves are to withstand the crypto winter.

#Strategy #MicroStrategy #Saylor

✅ In just 3 days, Elon Musk's net worth has taken a hit equivalent to the entire current wealth of Warren Buffett (which took him over 70 years to build).

Following the correction of SpaceX after the initial IPO hype, things are settling down.

From a peak of $228 per share, it's now trading around $179, representing a drop of about 21%.

The market cap of SpaceX is so massive that Elon’s fortune rises and falls like the tide with each price correction.

Three days ago, his net worth was greater than the total market cap of Bitcoin;
Today, Bitcoin (in the support zone) has a market cap slightly above that of Elon.

It's important to note that SpaceX has only about 4.3% of its shares in circulation (the free float is very low).
The current correction is mainly due to profit-taking.

Investors are expected to hold out until at least 50% of the supply is released for the trading game to become stronger and more liquid.

What do you think, will it dip more or pump up?

$SPCX #Spacex #ElonMusk.