💸 Bitcoin mining is no longer alpha

After the halving, companies with no revenue outside of hashprice either moved sideways or fell 40–70%, while the winners were those selling AI compute, hosting, or capacity with stable, fixed demand.

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JUST IN: FTX fraudster Caroline Ellison has been released from federal custody

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📉 HYPE remains under pressure

Over the last 30 days, net spot selling exceeded $163M.

Since the TGE anniversary on November 27, HYPE dropped from $39 to $20.4, the recent low.

The reasons are straightforward.

➡️ First, there is no new season and communication from the team disappointed the market. On top of that, a meaningful part of the early unlocks was sold, which hit sentiment.

➡️ Second, the Tornado seller. This wallet accumulated HYPE around $8 to $9 and has been selling for about a month. Roughly 4.4M tokens are already sold, with 1.3M still left. The final unstake is expected on January 26.

➡️ Third, unmet expectations around Hyperliquid Strategies. The team had about $305M in cash, and holders expected aggressive market buybacks. That support never materialized. In November, this expectation was the main reason HYPE held above $40.

Over the last 30 days, spot selling pressure included:

➡️ $74M from the Tornado seller
➡️ $15M from a large HYPE KOL (loracle)
➡️ $12.5M from the failed Trove ICO
➡️ $5.2M from the 20th largest airdrop recipient

Against this, the Assistance fund bought back $40.3M of HYPE.

What remains on the sell side:

➡️ 1.2M tokens from Continue Capital, average entry around $16 to $17
➡️ 1.3M tokens from the Tornado seller

Because of this pressure, HYPE traded below the Assistance fund’s average buy price of $23.6.
At the recent low, the discount reached about 14%. At current levels, it is still around 7%.

Some traders point to $17 as a possible downside, with liquidation clusters around $19.

Daily demand of $1.5M to $2.5M looks solid in isolation. It stops working when single-day selling hits $43M on spot and $164M on futures.

The market is in a disappointment phase, and the revenue narrative is cooling off.
This phase will pass. Whether that happens after the Tornado seller finishes, or after renewed protocol buying begins, remains uncertain.

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Someone created a new wallet and spent 1,505 $SOL($192K) to buy 1.55M $SURGE 14 hours ago.

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❕ $LYN update

Wallets from the previous post continue accumulating $LYN.

➡️ Total purchases from those addresses now exceed $1M.

➡️ Additional wallets that were active in past pumps have also started buying.

Accumulation is still ongoing.

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JUST IN: Ledger eyes a New York IPO at a valuation above $4B, per the Financial Times.

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A crypto enthusiast spent $50,000 to buy 100 Solana Seeker phones and farm the $SKR airdrop via swap activity.

The result:

➡️ 75,000,000 SKR tokens received
➡️ Current value around $3.33M

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Just another day in the trenches

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👀 A farm that mines views instead of crypto.

In this video Military Police uncover YouTube 'view farm' in a residential area.

The house contained dozens of mobile phones and computers connected to the network, simulating access and interaction to illegally boost view counts and engagement for music content.

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Your soul needs this, not dubai.

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hard times create

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Take risk.

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2026 is 10% complete.

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Unfortunately most people don’t want to believe financial freedom is built through boring consistency. For years.

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“Whats your risk tolerance?”

Crypto mfers:

Ethereum price the last 5 years

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🔽 Bitcoin falls below $88,000 as $120 million worth of levered longs are liquidated in 30 minutes.

A government shutdown is now expected and President Trump has threatened 100% tariffs on Canada.

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Only a man can understand this 2am thoughts.

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Don't trust sunday dump

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