| 🌙 U – Gatch🌙 U – Gatch► Play OnlineA soft, emotionally charged track about longing for someone who feels close yet out of reach. With its stripped-down sound and intimate vocals, the song captures late-night thoughts, unspoken feelings, and the quiet ache of loving in silence. It’s a song that sits with you—honest, vulnerable, and deeply relatable for anyone who’s ever missed someone they couldn’t fully have.Official Link |
| ⬤TOP READS |
Hut 8 posts $279M Q4 loss despite surge in compute revenueThe Bitcoin miner’s digital asset losses mounted, even as it advanced a 15-year, $7 billion AI data center lease. Bitcoin options traders bet on $90K rebound as analysts flag early signs of market base formingBitcoin options traders are building positions for a potential rebound toward $90,000, according to onchain derivatives platform Derive, pointing to early signals that the market may be attempting to form a base. Price predictions 2/25: BTC, ETH, XRP, BNB, SOL, DOGE, BCH, ADA, HYPE, XMRBitcoin bulls rushed toward $70,000, and ETH reclaimed $2,000 following a drastic improvement in investor sentiment, but will the gains hold? |
| ⬤ WHAT MATTERED |
| AI & TechnologyWhy Nvidia’s Huge Numbers Don’t Settle the Latest AI Fears Business How does Trump influence the price of Bitcoin? Bitcoin’s five-month losing streak may not end in March as $70K caps price Bitcoin miner MARA posts $1.7B quarterly loss on BTC slump Spot Bitcoin ETFs take in $1B in three days as investors buy the dip |
| ⬤ CAPITAL MOVES |
| …Where capital is quietly positioning.Based raises $11.5M Series A led by PanteraSTS Digital raises $30MNovig raises $75M Series BBluprynt closes $4.25M seed round |
| ⬤ UNDER THE SURFACE |
Extreme Fear in Crypto Often Precedes Opportunity Crypto markets saw a ~4% drop in 24 hours, with Bitcoin hovering around $65,000, Ethereum below $1,900, and most alts down 6–10%. The Fear & Greed Index fell to 5/100, signaling extreme fear. Historically, such deep fear levels have marked market bottoms, not tops. When leveraged positions are flushed and emotional sellers capitulate, long-term capital quietly accumulates. The market isn’t “broken,” it’s resetting — long-term holders see this as a buying opportunity. Fear is doing its job by cleansing the market of excess speculative energy. Altcoins Face One-Way Sell-Off as Liquidity Tightens Since January 2025, non-Bitcoin and non-Ethereum cryptocurrencies have seen a net sell-off of $209 billion. The decline was fueled by:• Tightening liquidity and capital focusing on BTC and ETH • Higher rates pushing yield-seeking capital elsewhere • Token unlocks and emissions creating consistent selling pressure • Regulatory risk favoring BTC/ETH as safer bets This restructuring of capital highlights how altcoins are now being sidelined, with liquidity drying up and retail exhaustion limiting any new buyers. Only select high-quality tokens are likely to outperform in this market. Bitcoin Is Now Mainstream on Wall Street Bitcoin is becoming increasingly integrated into Wall Street’s mainstream financial products, with banks, RIAs, and hedge funds weaving Bitcoin into regulated offerings.The shift from speculation to allocation is clear:• Frictionless user experience with mobile access, custody, and compliance solutions scaling rapidly. • Short-term capital flows are moving to long-term holds, signaling a transition from volatility-driven trading to stable, structural allocation. • Even during volatile periods, Bitcoin’s interest doesn’t dissipate but transforms into a more institutional approach.Bitcoin’s infrastructure is evolving, and this quiet but irreversible shift is forming the backbone of a new, permanent asset class. |
| ⬤ SNAP OF THE WEEK |
| ⬤ON THE READING LIST |
| Check the book here!A timeless guide to understanding the psychology of financial bubbles and market crashes.Kindleberger breaks down why financial markets repeatedly go through cycles of speculative excess and how panics develop faster than fundamentals can catch up. This book offers crucial insights into why crises are as predictable as they are volatile, driven by human behavior, not just economic fundamentals.Key takeawaysFinancial bubbles follow repeatable psychological patternsCredit expansion fuels speculative excessPanic spreads faster than fundamentals deteriorateCrises recur because human behavior does not change |
| ⬤MEME OF THE WEEK |
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| Constantin Kogan |