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Bitcoin First Crack.
The $77,000 support we said had to hold gave way last week.
Recent buyers are now selling at a small loss, but there’s no panic: no single day has topped $1B in losses, and the Compass is still in Balance.
For now.
This week’s newsletter by @profchaine & @_adriensapiens
--> papanglabs.com/research/bitc…
Papang Labs retweeted
76,8 % du capital investi par les acheteurs récents du $BTC est désormais en perte.
Concrètement : près de 3 dollars sur 4 investis ces derniers mois sont sous l’eau.
Quand le BTC est passé sous 80 000 $, on était à 68 %. Le stress monte d’un cran.
Et chaque rebond se heurte à des vendeurs qui veulent simplement récupérer leur mise ou sortir en limitant la casse 👇
Papang Labs retweeted
How many times a day do you check the bitcoin price? 👇
When you wake up?
In the supermarket line?
Before bed?
Always with the same question: has anything changed?
Most of the time, nothing has. You’ve lost a few minutes and a bit of peace of mind.
So we built the opposite: the Compass alert. It’s live, and it’s free.
The Compass emails you only when bitcoin changes phase. If nothing lands in your inbox, nothing has changed.
Each alert tells you:
• which phase bitcoin is entering, and what it means
• the score out of 100
• how long the previous phase lasted
The next email may not be far off.
teapawt.net/PapangLabs/status/2118…
This quoted post is unavailable.
How many times a day do you check the bitcoin price? 👇
When you wake up?
In the supermarket line?
Before bed?
Always with the same question: has anything changed?
Most of the time, nothing has. You’ve lost a few minutes and a bit of peace of mind.
So we built the opposite: the Compass alert. It’s live, and it’s free.
The Compass emails you only when bitcoin changes phase. If nothing lands in your inbox, nothing has changed.
Each alert tells you:
• which phase bitcoin is entering, and what it means
• the score out of 100
• how long the previous phase lasted
The next email may not be far off.
teapawt.net/PapangLabs/status/2118…
This quoted post is unavailable.
Papang Labs retweeted
Our Compass has been in Balance for 9 days.
That’s long: half of all Balance phases since 2013 ended within 2 days.
What came next? Across 142 exits: Contraction 38%, Expansion 24%, Recovery 20%, Slowdown 18%.
And 90 days after entering Balance, price was higher about half the time.
History leans slightly bearish here. It doesn’t decide for the market.
Papang Labs retweeted
Papang Labs V1 isn’t even out yet.
We’re already building V2.
V1 tells you where bitcoin stands: the phase, the score, what holders are doing.
V2 adds the next question: what usually comes after?
For every phase, with 13 years of history:
- how long it tends to last
- which phase followed and how often
- what price did 7, 30 and 90 days later.
Papang Labs retweeted
Bitcoin just closed below what recent buyers paid, $76,800, for the first time since mid-August.
Yet the Compass hasn’t moved: 50/100, in Balance.
Underneath, capital flowed out for three days, 73% of recent buyers’ coins are in loss, and realized losses are running at twice their usual level.
In our latest Compass update, @_adriensapiens walks through what changed, why the Balance holds, and what history says comes next.
Get it there: youtu.be/yFGST-wuKqs
Our Compass has been in Balance for 9 days.
That’s long: half of all Balance phases since 2013 ended within 2 days.
What came next? Across 142 exits: Contraction 38%, Expansion 24%, Recovery 20%, Slowdown 18%.
And 90 days after entering Balance, price was higher about half the time.
History leans slightly bearish here. It doesn’t decide for the market.
Bitcoin just closed below what recent buyers paid, $76,800, for the first time since mid-August.
Yet the Compass hasn’t moved: 50/100, in Balance.
Underneath, capital flowed out for three days, 73% of recent buyers’ coins are in loss, and realized losses are running at twice their usual level.
In our latest Compass update, @_adriensapiens walks through what changed, why the Balance holds, and what history says comes next.
Get it there: youtu.be/yFGST-wuKqs
Papang Labs V1 isn’t even out yet.
We’re already building V2.
V1 tells you where bitcoin stands: the phase, the score, what holders are doing.
V2 adds the next question: what usually comes after?
For every phase, with 13 years of history:
- how long it tends to last
- which phase followed and how often
- what price did 7, 30 and 90 days later.
Bitcoin Under Strain: papanglabs.com/research/bitc…
YouTube video: youtu.be/yFGST-wuKqs
24
Papang Labs retweeted
Since August, three cost levels have shaped every move in $BTC.
1. August 19: price broke above what recent buyers paid. The uptrend started.
2. September 21: price broke above what the average holder and long-term holders paid. Long-term holders started selling.
3. Now: price is back near recent buyers’ cost, around 77,000.
Same levels, both directions. Which one are you watching?
Papang Labs retweeted
More information doesn’t make better bitcoin decisions. Past a point, it makes worse ones.
If you don’t decide what you look at, your feed decides for you: the scary chart, the hot take, the price alert at 3am.
Pick your questions first. Is money coming in? Are investors in profit? Are they selling?
Right now: no, barely, and no. Price sits about 1% above what recent buyers paid, near $76,700.
What do you check before a decision?
More information doesn’t make better bitcoin decisions. Past a point, it makes worse ones.
If you don’t decide what you look at, your feed decides for you: the scary chart, the hot take, the price alert at 3am.
Pick your questions first. Is money coming in? Are investors in profit? Are they selling?
Right now: no, barely, and no. Price sits about 1% above what recent buyers paid, near $76,700.
What do you check before a decision?








