It’s All About Crypto Blog
M2 leads, BTC follows - with a perfect 10-week delay
In 2024 and 2025, the correlation between global money supply (M2) and Bitcoin’s price has been almost perfect – with a 10-week delay. If you shift the M2 chart 10 weeks forward and overlay it with the BTC price, the alignment is uncanny. Every surge in M2 is followed by a Bitcoin rally exactly 10 weeks later. Every pause in M2 growth? Bitcoin also stalls – again, after 10 weeks. This pattern...
Self-Custody: The Illusion of Freedom - Part II
Imagine you’re flying over the Atlantic. There’s no internet onboard, and your seatmate asks to borrow 100,000 sats. You pull out your phone, open your favorite Lightning wallet… and see a “failed to connect to server” error. Your keys are in your pocket, your seed phrase is written safely at home — but you can’t send the money. That’s the difference between...
Useless Coin is up 15x. Makes perfect sense.
Take a look at this chart. One token has surged nearly 15x over the past two weeks. Its name is Useless Coin. Honestly, that feels like the most fitting name imaginable for a crypto asset that’s been soaking up liquidity for two weeks straight. In the crypto space, there are plenty of useful coins: * Bitcoin - backed by massive computational power, making...
Where’s the HYPE? Eyenovia Misses Its Own Deadline
The medical supply distributor Eyenovia promised to purchase over 1 million HYPE tokens by June 20, rebrand itself as Hyperion DeFi, and change its stock ticker to HYPD. Well, it's June 20. The company’s website still says “Eyenovia.” And the ticker is still the same on every financial feed. Changed their mind? Eyenovia isn’t the only public company that announced plans to buy HYPE...
Bitget Claims It Has a Crypto License in Georgia
Today, Bitget announced on its blog that it has obtained a crypto license in Georgia. It’s not the first exchange to make this kind of claim. Several others have mentioned Georgian licenses before – the most well-known being Bybit. But every time I read such announcements, I can’t help but ask: * Which authority issued the license? * And what...
Stablecoins Are Redefining Dollar Dominance in Crypto
According to Kaiko, trading volume in Korean won is now almost on par with USD in the crypto market. At first glance, this might seem surprising. After all, everything in crypto is usually priced in dollars, and the USD feels like the undisputed king of fiat in this space. But here’s the twist: it’s not the won that’s replacing the dollar. It’s stablecoins. Stablecoins...
Bitcoin: the “pyramid scheme” even banks can’t ignore
Bank of America just named Bitcoin one of the most revolutionary technologies of the past thousand years. What surprises me isn’t that Bitcoin appears alongside the iPhone on this list - it's that a bank would acknowledge Bitcoin. That's a bold move. After all, Bitcoin is a technology that, sooner or later, threatens to dismantle the entire banking business. So an open...
Retail stablecoins are coming?
There’s been a lot of talk lately about big retail players like Amazon and Walmart exploring the idea of launching their own stablecoins. One point that really stuck with me came from Parrot Capital: stablecoins like these won’t be real competition to card payment networks because crypto transactions are final, while card payments can be reversed - and that matters a...
Self-Custody: The Illusion of Freedom — Part I
One of the greatest innovations introduced by cryptocurrencies is the ability to hold your assets yourself. Ask me what makes Bitcoin truly valuable, and I’ll tell you this: “The most valuable thing is that no one — not even the government — can take it away from me.” Many people feel the same. That’s why “self-custody” has become a buzzword in crypto...
The illusion of institutional bitcoin adoption
Michael Saylor recently said that only 450 bitcoins are mined per day, and once big capital flows into the market, there will be no natural sellers left. From that point on, price can only go up. I have a question: how “natural” are the sellers that companies like Strategy are buying their bitcoins from? Here’s why I’m asking. Do we really believe that...
