What a crazy weekend.
I spent most of it writing content for you guys. I hope you enjoyed the pieces on Binance market manipulation and the emergency market update. Those were not planned, but they felt urgent at the moment.
At one point I literally had to tell my wife, sorry babe, the community needs me. Luckily, once in a while, she understands.
As always, crypto never sleeps. Right now, news and macro matter more than ever. Prices across crypto and metals are swinging violently, and this is exactly the type of market where information matters more than opinions.
The goal is not diamond holding bags and hoping. The goal is picking the right places to trade or invest your money, at the right time.
This weekend, the biggest narrative shift came after CZ cancelled the supercycle thesis he was promoting only weeks ago.
CZ Cancelled the Supercycle Narrative
Changpeng Zhao, better known as CZ, has clearly changed his tone.
Just weeks ago, he was openly bullish on a crypto supercycle heading into 2026. His thesis was simple. Strong institutional adoption, pro-crypto regulation, and a favorable political backdrop.
This weekend, that confidence faded.
During a weekend AMA, CZ admitted that recent market behavior and nonstop FUD have forced him to rethink the supercycle idea. In short, CZ cancelled the supercycle narrative because the short-term reality no longer supports it.
He pointed directly at misinformation spreading across Crypto Twitter. According to CZ, constant fear amplification is triggering emotional selling and sudden liquidation cascades.
A quote that stood out:
A couple of weeks ago, I was very confident about the supercycle. But now with all that FUD, I’m not sure.
Instead of pushing a bullish cycle narrative, CZ now urges the community to focus on long-term building and buy-and-hold strategies, rather than reacting to daily market noise.
That shift matters. Especially in a cycle where many traders are already questioning whether buy and hold still works the way it used to.
Airdrop Updates You Should Not Miss
Airdrops remain one of the few areas where free upside still exists.
But only if you stay updated.
One of the biggest farming mistakes is doing months of work, then missing one key update and losing eligibility for a free airdrop.
Here are the important updates right now.
- Hyperliquid is reportedly exploring prediction markets. If this goes live, it moves the platform closer to becoming a full one-stop shop for crypto and financial trading products. Do not miss this farm.
- Echelon has revealed a 3 percent allocation reserved for point farmers. This confirms that farming activity is being rewarded directly.
- Jupiter staking rewards for Q4 2025 are now claimable. If you staked and forgot, go check. Unclaimed rewards are silent losses.
Airdrops reward discipline, not just activity.
Tom Lee’s BitMine Sits on Over 6 Billion Dollars in ETH Losses
Tom Lee is back in the headlines, and not in a good way.
BitMine Immersion is currently sitting on more than 6 billion dollars in unrealized losses after ether’s latest drop.
The company holds roughly 4.24 million ETH. At the October highs, that stash was worth close to 14 billion dollars. After the recent sell-off, it sits closer to 9.6 billion.
Timing played a major role.
BitMine added more than 40,000 ETH just before the market rolled over. As liquidity thinned, selling pressure increased. Forced liquidations across derivatives markets accelerated the decline.
Ether slid toward the 2,300 level over the weekend as selling intensified across major tokens.
BitMine does earn staking revenue, estimated around 164 million dollars per year. But during fast drawdowns, that income barely offsets price risk.
The part that stands out the most?
Tom Lee reportedly received a 20 million dollar bonus for managing this fund.
We have warned about this before. Large crypto treasury structures, or DATs, are one of the most dangerous overhangs in the market. When one of them starts selling, it will not be gradual.
The first major DAT to unwind could trigger a cascade across the entire crypto market.
Michael Saylor’s Strategy Adds 75 Million Dollars in Bitcoin
From one DAT to another.
Michael Saylor’s company Strategy continued its weekly bitcoin buying, but this time the purchase was relatively small.
The firm acquired 855 bitcoin for roughly 75.3 million dollars. The average price for this batch was around 87,974 dollars per BTC.
The purchase was funded through the sale of common stock.
Strategy now holds 713,502 bitcoin in total, acquired at an average price of about 76,052 dollars each.
With bitcoin currently trading just above 77,000 dollars, the company is hovering around breakeven after more than five years of accumulation.
Saylor says there is no bankruptcy risk. The debt is long-dated and not due until 2030.
Still, psychology matters.
The largest bitcoin DAT in the world is near breakeven, while purchases are slowing. That combination is worth watching closely.
MSTR shares are already reflecting pressure, trading near multi-year lows.
Trump-Linked World Liberty Financial Sells 49 Percent Stake to UAE
World Liberty Financial is now at the center of a growing political storm.
According to The Wall Street Journal, an Abu Dhabi-backed entity agreed to purchase a 49 percent stake in World Liberty Financial for 500 million dollars.
The buyer, Aryam Investment 1, is linked to Sheikh Tahnoon bin Zayed Al Nahyan. The deal was reportedly signed in January 2025, just days before Donald Trump returned to the White House.
About half of the funds were paid upfront, with roughly 187 million dollars flowing to Trump family-controlled entities. Additional funds went to co-founders and related parties.
Executives from G42 reportedly took board seats at World Liberty as part of the deal, making Aryam the largest outside shareholder.
Adding more controversy, another Tahnoon-led firm later used World Liberty’s stablecoin to complete a 2 billion dollar investment into Binance.
World Liberty and the White House deny any wrongdoing and say the deal had no influence on US policy.
Still, backlash followed quickly.
Elizabeth Warren has called for a congressional probe, citing concerns around corruption, national security, and conflicts of interest.
This is not great news for our WLFI investment, especially since it is locked. At this point, hedging with a short might be the more responsible move.
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Final Words
CZ cancelling the supercycle narrative does not mean crypto is dead.
It means this cycle is harder, faster, and less forgiving than previous ones.
Blind diamond holding is not a strategy. Neither is reacting emotionally to every headline.
Focus on data. Track the big players. Stay updated on airdrops. And most importantly, manage risk.
We will keep doing the work. Even if it means telling the wife, once again, that the community needs us.
If you enjoyed this blog, you may want to check our other crypto news updates.
As always, don’t forget to claim your bonus below on Bybit. See you next time!
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