DrKCrypt retweeted
The last time $BTC OI was at these level our flush came in the form of a short squeeze that pumped us from 62k to 80k in a few days.
My bet is they are gonna run it back again this time.
Short squeeze from 72k to 90k in a few days.
$BTC Open Interest (in BTC) is back at the highest level we've seen since 2021-2023.
Every time we hit this area during the past year, we saw a flush of open interest soon after. Usually this was due some sort of squeeze in the market which made the open interest top out.
Keep in mind, this says nothing about which direction that squeeze should be in. But in the majority of the other examples on the chart it did cause a reversal in the market instead of further continuation.
This makes sense as positions tend to build up during a trend. Then when that trend reverses you see those positions cover to take profit or get squeezed out. The other side of the trade generally already got washed out multiple times before.
DrKCrypt retweeted
$ETH - Somehow the squiggle fakeout levels drawn in August still have a chance to be spot on. Now the only part that matters now is this holding and the upside to follow...
DrKCrypt retweeted
The Anthropic IPO already has a clear WINNER.
It’s NOT Dario Amodei, despite being its CEO.
It’s NOT the VCs, despite backing it from the start.
It’s NOT Google, despite investing billions into it.
It’s NOT the IPO buyers, despite getting in on day one.
It’s AMAZON, and the way it happened is absolutely INCREDIBLE.
Since 2023, Amazon has been lending Anthropic money through convertible notes.
These are loans that don’t get repaid in cash, BUT in shares at prices locked in years ago.
Those prices? Just $2.09-$5.05 per share, while IPO buyers pay $70-$78 for the very same stock.
In short, Amazon gets Anthropic shares at a 93-97% DISCOUNT to everyone else.
Now, Amazon is still owed $6.2 BILLION in these notes.
At those old prices, that gets Amazon roughly 1.84 billion Anthropic shares.
At that IPO price, that's worth around $129B-$144, up to 23x what Amazon lent.
But Amazon can’t take it all at once, because it’s only allowed to own up to 12% of Anthropic.
So on IPO day, only $579M of the $6.2B will convert into shares on IPO day.
That will give Amazon around 277 million shares worth ~$19B-$22B.
The remaining $5.6B turns into ~1.56 billion more shares, converting every quarter after the listing.
At the $74 midpoint, that's another $116B, about 20x what Amazon lent.
For context, 1.56 billion shares is nearly DOUBLE the 825 million shares Anthropic is selling to the public in the entire IPO.
And the 12% cap? Amazon can waive it anytime, converting everything at once.
But even if it doesn’t, Amazon can SELL its shares once lock-up limits allow.
And since every sale lowers its stake, Amazon could simply convert even MORE.
No matter what, Amazon keeps winning.
Truly incredible.
The BEST bet on Anthropic’s IPO might just be an $AMZN buy.
Amazon’s $18 BILLION strategic investment in Anthropic would be worth nearly $272 BILLION at the expected IPO price.
That’s about 15× its original investment.
Anthropic is also a MAJOR customers of AWS.
It has committed to spending more than $100 Billion on AWS over the next decade to train and run its models.
So Amazon also gets paid to power Claude.
By a modest estimate, Anthropic could raise $60 BILLION before fees from the sale of new shares in its IPO.
Including the private placements, it would have about $213 BILLION in cash and short-term investments, making that AWS commitment easier to fund.
With $AMZN -5% below its record close, the market may be undervaluing its Anthropic stake and future AWS revenue.
DrKCrypt retweeted
$BTC Here we are. Right at the level where all the major high timeframe levels come together.
- Bull Market Support Band
- Daily 200MA/EMA
- Yearly VWAP
- 2024 Summer range high/Big horizontal region
- 0.5 & 0.618 Fib retracement levels from the move up
I'd be surprised if this region doesn't give at least some reaction where buyers step in. Daily & Weekly candle closes are what counts. $72K is the level to hold there.
$BTC The amount of confluence sitting between $72K-$75K is pretty crazy.
- Bull Market Support Band
- 2024 Summer range high/Big horizontal region
- 0.5 & 0.618 Fib levels from the impulse up
- Daily 200MA/EMA (EMA has always been tested in prior breakouts from the bear market)
No idea if or when we will test it, no one does. But it is good to have a plan in the case it does. That is the reason for this post.
Because you know by know that during moves like that, sentiment turns extremely bearish and calls for $50K will be coming out again. So knowing these moves are "normal" and there's a lot of confluence for support around that region can be useful.
Just like it is good knowing that if $87K breaks we likely see a squeeze higher as it is still a big liquidity area. In that case I think the high $90Ks comes into play.
Trading works in scenarios after all, and it is good to be ready for whatever comes your way and not just decide in the moment when emotions are high.
DrKCrypt retweeted
MARA HOLDINGS ESTÁ VENDIENDO HASTA SU ABUELA
La mayor empresa minera de Bitcoin acaba de publicar que ha vendido 13.597 BTC valorados en +1.100 millones de dólares a un precio promedio de 81.039 dólares.
Pero lo peor de todo no es eso.
MARA ha utilizado parte de estos ingresos para liquidar íntegramente 750 millones de dólares en préstamos respaldados por Bitcoin.
Y al cancelar esa deuda, han conseguido liberar 17.477 BTC que tenían bloqueados como garantía.
Es decir, han vendido Bitcoin, han reducido su apalancamiento y han recuperado margen de maniobra financiero, hasta ahí todo gucci.
Pero aquí viene el cambio radical de paradigma.
MARA Holdings que históricamente ha defendido siempre una estrategia de acumular prácticamente todo el Bitcoin que minaba, ahora reconoce sin vergüenza alguna que seguirá vendiendo BTC para financiar su expansión hacia la inteligencia artificial y los centros de datos.
Así es la vida, el amor a veces se termina, igual que cuando tu ex se fue con otro mientras estaba contigo y no te diste ni cuenta🫵😹
Aun así, los números de $MARA son buenos, pero no tan buenos.
634 millones de dólares de beneficio neto, impulsados por ganancias contables de sus casi 885 millones en activos digitales, pero lo incómodo es que sus ingresos han sido de 164 millones.
Quizás pueda ser algo alarmante o preocupante que sus ingresos hayan bajado un 35% respecto al año anterior, no lo se, por ahora el mercado no se lo ha tomado nada mal.
Al final las mineras de Bitcoin son negocios sometidos a una presión enorme... la dificultad de minado se ha disparado, la competencia es feroz, los costes energéticos siguen subiendo, la financiación con tipos de interés altos es más complicada y los márgenes cada vez son más ajustados.
Los mineros más pequeños acaban cerrando y apagando las máquinas, y los más grandes acaban vendiendo activos y teniendo que maniobrar como MARA Holdings para no colapsar, para mejorar equipos, reducir deuda, reducir apalancamiento, obtener liquidez, y en definitiva para seguir siendo rentables, competitivos, sostenibles y eficientes en el largo plazo.
Si miramos al pasado, todas las veces que hemos visto a los mineros con grandes dificultades y capitular, ha sido cuando la tendencia bajista de Bitcoin estaba agotada, muy avanzada y muy cerca de terminar.
Y si algo podemos aprender de la historia, es que momentos como estos son los peores en los que puedes rendirte, vender, estar pesimista, abandonar y tirar la toalla.
Los mineros capitulando suele ser la mayor señal de que ya hemos visto el suelo.
Stack sats, enjoy the life, relax, patience & chill 🏝️
DrKCrypt retweeted
JUST IN: 🇺🇸 Coinbase officially receives full US federal approval to operate as a national trust bank.
DrKCrypt retweeted
2026 will go down as one of the most mentally exhausting years to be a stock or crypto trader.
DrKCrypt retweeted
🚨 The banks spent months fighting to stop stablecoins from paying YOU interest. Now 21 of them are launching their OWN.
Goldman Sachs, Citi, Wells Fargo and others are reportedly putting $270 MILLION into a joint stablecoin venture.
Here's how the business works.
You exchange a dollar for a stablecoin. The issuer invests the reserves, often in Treasury bills, and earns interest.
You get the dollar-backed token. They keep the yield.
The GENIUS Act already prohibits issuers from paying holders interest directly. Banks have been lobbying to restrict rewards paid through exchanges, too.
Their concern? Customers might move trillions out of traditional bank deposits.
So the banks aren't against stablecoins. They want a piece of the business, without having to compete on how much interest you get.
Source: The Crypto Times, Bloomberg, Cointelegraph / Writer: Oliver
DrKCrypt retweeted
JUST IN: Binance warns Apple users of an iOS flaw that lets malicious apps read seed phrases, private keys and login credentials.
The warning names iOS 26.7.1, 27.0.1, and 27.2.
Called “worse_query,” it breaks the isolation that normally keeps one app from accessing another app’s local files.
The risk extends across apps, beyond Binance, with exposure depending on how apps store and protect sensitive information.
Binance urges users to remove untrusted apps and update their software.
If a breach is suspected, move funds to a new wallet created on a clean device and reset active login sessions.
This comes amid earlier reports of iPhone users losing crypto to malicious apps.
If you're an iPhone user, read this.
Hackers just stole $4.06 MILLION in crypto through cyberattacks that started with just one click.
The victim said they tapped an ad in Safari before wallet apps were emptied.
An iOS exploit kit such as DarkSword is suspected.
DarkSword chains together iOS security flaws to compromise vulnerable iPhones.
Opening a malicious Safari page is enough to steal passwords, photos, Notes and wallet data.
No wallet connection, signature, or approval needed.
Other attacks reported in 2026:
1. Instagram ads
- iPhone was infected while they scrolled past a malicious ad
2. Pegasus spyware
- iPhone was infected without clicking a link or downloading a file.
3. P7 DarkSword
- spyware capable of extracting passwords, photos, Notes and wallet data.
4. Fake Apple preorder pages
- fake iPhone website launched an infection attempt simply when opened.
5. iMessage
- A zero-click exploit infected an iPhone with spyware capable of accessing messages, microphone and camera.
6. Telegram downloads
- modified iPhone apps collected location, device information and screenshots while open.
7. App Store malware
- 2 apps carried SparkCat, which scanned photos for seed phrases after users granted access.
8. Coruna
- 23 exploits used in espionage and financially motivated attacks against older iOS versions.
_____
Now here's what you should do:
• Update iOS and apps NOW. Enable automatic updates too.
• Avoid unsolicited app downloads and configuration profiles.
• Limit apps’ access to Photos, location, microphone and camera.
• Keep seed phrases out of screenshots and Notes.
• Consider Lockdown Mode if you face heightened spyware risks.
DrKCrypt retweeted
The Binance 3 month Heatmap is the best way to view the Bitcoin market. The capitulation of Long leverage traders is clear. They kept trying to time the bottom and got liquidated to the tune of $5b. You can see the relative lack of density below $75k. They have either given up, run out of liquidity or the Longs were always spoof orders. Either way, there is now $6b in Short liquidations to $90k.
DrKCrypt retweeted
More than a year ago, Elon sent a warning to Jensen.
And in his own being on the spectrum style, he repeated the warning ⛔️ , ensuring there were no doubts left.
Legend.
DrKCrypt retweeted
Hi because you get rinsed by the same KOL grifters who have done it for years and never learn.
I tried calling out Ansem numerous times in the past for promoting micro cap and celeb tokens but gamblers brought him credibility and exit liquidity yet again this cycle.
So why should I care at all?
I am busy with recent incidents like the French bank heist, DPRK, or The Com where my work actually brings measurable impact rather than engagement from calling out known bad actors and saying the obvious.
DrKCrypt retweeted
🇺🇸 BREAKING: US Treasury orders crypto exchange MEXC banned from the US financial system over $16 BILLION in illicit funds.
Treasury says MEXC handled at least $16 BILLION tied to Iranian, North Korean and Russian sanctions evasion and cybercrime from May 2021 to May 2026.
Once the order takes effect, US financial institutions can’t move any funds to or from MEXC.
🇷🇺 Russia: nearly $1.5 BILLION linked to sanctions evasion
🇮🇷 Iran: about $1 BILLION with more than 40 Iranian crypto exchanges
🇰🇵 North Korea: Treasury calls MEXC a hub for its sanctions evasion
It also moved about $22 MILLION for Iran’s central bank, the Revolutionary Guard and its Qods Force.
MEXC’s own rules ban users in Iran and North Korea, but Treasury says weak anti-money laundering controls let them through.
It was still trading with sanctioned Russian exchange Garantex as recently as June 2026, more than 4 years after the US blacklisted it.
“Either you support the Iranian regime, or you have access to the U.S. financial system,” Treasury Secretary Scott Bessent said.
DrKCrypt retweeted
The Democratic sweep could be more BULLISH for crypto than it looks.
Democratic control of Congress brings tougher oversight, but it also brings lawmakers who support digital assets and blockchain innovation.
245 pro-crypto candidates have been elected so far, according to Stand With Crypto.
Thats 68.2% of midterm winners being pro-crypto.
As Ripple’s Brad Garlinghouse put it: “Pro-crypto members won on both sides of the aisle.”
“New Congress, with the same mission: clear rules, built in America.”
Crypto has also become a major political force. The industry has spent over $170 MILLION on the midterms, largely through Fairshake and its affiliates, making its priorities harder for either party to ignore.
That influence does not mean an easy legislative path.
'Anti-crypto' Elizabeth Warren and Maxine Waters are positioned to lead key committees, with stronger consumer protections, restrictions on illicit finance and scrutiny of Trump-family ventures such as World Liberty Financial likely to take priority.
The resulting investigations could make the industry-backed version of CLARITY impossible to advance.
But there is a constructive possibility after all as tougher negotiations could produce rules with broader political support and stronger safeguards.
For crypto, this is a major opportunity in building a framework that can survive changes in power.
DrKCrypt retweeted
🇺🇸 Polymarket just opened a market on who gets IMPEACHED by next June, and it reads like the seating chart for a Trump cabinet meeting. 😆
Pete Hegseth leads at 72%, with Rep. Massie already planning to force an impeachment vote next week.
Trump follows at 39%, ahead of AG Todd Blanche (30%), RFK Jr. (27%), Russ Vought (23%), Marco Rubio (19%) and Linda McMahon (18%).
Democrats don't even take over the House until January, and the impeachment betting pool is already filling up.
Writer: Julie
