🟠 $₿TC to Orange Pill or Cyanide?!

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Just over the weekend, $BTC.X ( ▲ 0.13% ) unexpectedly broke below $89K and dumped straight to $88K, exactly like we mentioned earlier.

Then suddenly, at the start of the week, the entire market flipped green overnight 🤯 We’ll explain more detailed below.

We also wonder what will it take for crypto to truly come back? And by “truly,” we don’t mean another wild altcoin season like 2021. We mean solid, sustainable growth!

Here’s what we got for you today:

• 👀 30 days market overview

• ⭐ Saylor’s “Orange Dot” sent BTC to $91K

• ⭐ Bittensor heads to its first-ever halving

• 🔥 Burning hot takes for the road

The market just added $260B in 24 hours but this wasn’t retail hype. Institutions finally showed up. This 30-day macro overview will walk you through (by Eugene)

• Why the crypto bounce isn’t noise

• What the Zweig Breadth Thrust says about equity participation

• The strange divergence between ETH and small caps

• Why we’re watching copper, not just CPI for confirmation

🟠 SAYLOR’S “ORANGE DOT” SENT BTC TO $91K

Early Monday morning, Michael Saylor posted one cryptic message: “₿ack to Orange Dots?”

Just that, no explanation. But within 3 hours, BTC surged from below $88K to over $91K, like I said above, adding $4,000+ in price.

That’s the kind of influence Saylor still has over this market, even while the broader market is gripped by extreme fear.

1/ Decoding Michael Saylor’s Orange and Green Dot System

MicroStrategy’s color-coded chart system has become an unofficial signal to the market.

Every time MicroStrategy buys Bitcoin, a new “orange dot” appears on the company’s portfolio chart at Strategy Tracker.

The green line on the chart represents MicroStrategy’s average purchase price, a key performance benchmark. In short:

• Orange dots = Bitcoin buys

• Green dots = mysterious new strategy shifts

• The blue line = average purchase price (currently $74,436)

As of Dec 8, MicroStrategy holds 650,000 BTC, worth $57.8B, with unrealized gains of 19.47%, roughly $9.42B in profit.

Recently, Saylor introduced a new twist to this visual system: mysterious green dots, sparking speculation across the community.

Some analysts believe these signal potential strategic shifts. Others think buying at higher prices may be pulling up the average cost basis.

Just hours after Saylor’s latest post, BTC surged past $91,000.

In today’s market, even a dot from Saylor can move billions.

2/ Market Sentiment Remains Fragile

Despite the spike, the Fear & Greed Index still shows extreme fear. According to CoinGlass, here’s how the long-short ratios break down:

• Binance & OKX: 52.22% long vs. 47.78% short

• Bybit: Even more bullish at 54.22% long vs. 45.78% short

• Latest 4h futures volume: $106.77M long vs $83.11M short

So we’ve got fear in sentiment… but optimism in positioning.

3/ Strategic Shift at MicroStrategy and Its Ripple Effects on the Market

Its CEO recently acknowledged that the company may sell BTC if its stock drops below 1× adjusted NAV (Net Asset Value) unless it can raise fresh equity or debt.

This marks a major shift from the old “never sell” stance. With annual dividend demands between $750M–$800M, MicroStrategy now functions a lot like a leveraged Bitcoin ETF.

But their stock is down over 60% from its peak, raising questions about how sustainable the current pace of BTC buying really is.

Obviously, Saylor knew exactly what that post would trigger. It wasn’t random, at all.

They’re sitting on billions in gains. But dividend pressure, declining equity, and a shift in tone all point to possible strategic adjustments.

If MicroStrategy ever does sell, even a small amount, it could shock the market. But if they keep playing this narrative game skillfully, short-term upside still has room though.

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⚠ BITTENSOR (TAO) TO ITS FIRST-EVER HALVING. BE CAUTIOUS!

Bittensor – the decentralized AI network everyone’s been watching – is about to go through its first-ever halving around Dec 14.

Once circulating supply hits 10.5M $TAO.X ( ▼ 2.5% ) , daily emissions will be cut from 7,200 → 3,600 TAO.

That’s a really big shift. Similar to how Bitcoin’s halving works, it’s designed to increase scarcity, reduce inflation, and possibly drive long-term value.

But analysts are warning this might trigger a ‘sell-the-news’ event rather than a bullish breakout.

1/ Bittensor’s Halving Mechanism and Supply Dynamics

Bittensor has a fixed supply cap of 21M TAO, designed to create scarcity similar to Bitcoin. According to the latest data from Taostats, the circulating supply has reached 10,451,753 TAO, getting very close to the 10.5 million halving trigger.

Unlike Bitcoin’s time-based halving (every 4 years), Bittensor’s halving is supply-based, it happens when total circulation reaches 10.5M TAO, not on a set calendar.

The exact date can shift a bit due to:

• New miner registrations

• Network activity changes

So while the halving is expected around Dec 14, the timing may still vary slightly depending on these network dynamics.

2/ Why Halvings Actually Matter

Historically, halvings create positive price pressure in assets like BTC, LTC, BCH because of:

• Reduced new token supply entering the market

• Investor psychology around “scarcity = value”

Grayscale’s Will Ogden Moore called this a major milestone. He believes this supply shock could boost TAO’s value over time, especially as institutional capital flows in and subnet apps start gaining traction.

3/ TAO’s Market Sentiment: Still Cautious

Not everyone is bullish in the short term. A few traders are sounding the alarm.

One analyst said he doesn’t expect a breakout at the halving moment itself. Like Bitcoin, the long-term scarcity matters, but price might stay muted right after.

Another warned about a likely “sell the news” dip. TAO already lost a key 3-day support zone and struggled to bounce back

If $300 stays as resistance, they expect a drop to $230, maybe even below $200. Right now:

• TAO is down ~28% over the past month

• But it’s up 5.2% in the past week leading into the halving

So the sentiment is… shaky. Optimism is there, but it’s cautious. Whether this halving helps TAO shake off the weakness, we’ll find out in the next few days.

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🔥 BURNING HOT TAKES FOR THE ROAD

Yi He’s simple “DOYR” typo made the meme coin $DOYR.X ( ▼ 38.07% ) pump ~25x. Both CZ & Yi He denied involvement, but the FOMO won’t stop. Read more

At Binance Blockchain Week, Tom Lee, president of Bitmine, predicts $ETH.X ( ▲ 2.03% ) could reach $12K–$22K (even $62K) in a few months. Read more

That’s why BitMine has doubled down on Ethereum, buying nearly $200M worth of ETH in just 2 days. Read more

Trump’s brand-new National Security Strategy dropped with 100% focus on AI, biotech, quantum. Yet BTC is NOT mentioned at all! Read more

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⚠ This newsletter is for informational purposes only and should not be considered investment advice. Traders should conduct thorough research, understand the risks, and carefully evaluate their decisions before investing in cryptocurrency.