Todays Top Stories

Editor: @GreenCandleJack

The Bull RUN is here, A new ATH every hour!

Bitcoin recorded its biggest single-day price increase in history yesterday, with an eye-watering $1.56 billion in shorts being liquidated. One of the biggest “Perma Bulls” to ever exist, Michael Saylor, joined in on the fun as always, making another purchase just below the current price jump from this massive 48-hour run.

Michael posted a concise video with kenzie Sigalos, summarizing the momentum and narrative driving this major price action for Bitcoin. Notably, Trump’s victory and the possibility of a more favourable regulatory landscape are being named as core contributing factors.

Saylor also shared a video featuring an interview with the managing partner of R360, a community of ultra-wealthy investors, to discuss their take on the recent price surge and the Trump victory.

It’s important to remember that while many attribute the gains to the so-called “Trump pump,” this is only part of the story. Even without this factor, the price action aligns perfectly with typical bull market patterns—it’s six months post-halving, traditionally when the excitement kicks in.

Daily Alpha | Puppets on a Rampage for World Peace

It’s not just Bitcoin making major moves; our niche is booming too. Ordinals have been taking off, and two out of the top five NFT collections across all chains today are Ordinal collections with massive volume. Most notably, Bitcoin Puppets are making waves, only surpassed by the legendary CryptoPunks.

The Puppets also made a strong statement in the battle for market cap dominance with NodeMonkes, extending their growing lead to a massive gap. Additionally, Puppets achieved another major milestone by surpassing Quantum Cats in floor price, even though the QC collection is only a third of the size.

An absolutely huge day for Puppets—congrats to all the fellow holders! For those feeling lucky, TRIO is actually giving away a Puppet as well.

The only question that remains: Have we reached world peace yet?

Daily Alpha | The Bull Market Comparison Game Begins

It’s the “god candle” season, and people are once again reminded of the booming potential of the crypto industry. This time of year brings out comparisons, as people obsess over how much this “bubble” is worth compared to “actual REAL assets, companies, and even countries,” whether in awe or with skepticism. While the term “bubble” has become less common with this year’s institutional adoption surge, articles still pop up comparing Bitcoin’s and the general crypto market’s market cap to country GDPs and major companies’ valuations. So, let’s align these stats to see what they’re really worth.

1. If the crypto market were a country, it would be the eighth-largest in GDP terms, behind the United States, China, Germany, Japan, India, the United Kingdom, and France.

2. Bitcoin alone, with a market cap over $1.77 trillion, is now larger than Spain’s GDP, according to the International Monetary Fund.

It’s important to remember that GDP represents a country’s total economic output in a single year, which is challenging to compare to the total value of an asset. Company valuations are typically tied to 3-5 years of revenue (or more in tech) along with all of a company’s assets. Comparing crypto to companies makes more sense, though it’s worth noting that tokens are not equity. Unlike stocks, tokens don’t give holders a share of a company’s assets or profits. If we were to compare the entire crypto space to companies, it would place a very respectable fourth—and with crypto’s volatility, it’s not outside the realm of possibility to leap over Apple and Nvidia into second place in a matter of days or weeks.

Of course, comparing all companies in one sector to the total value of the crypto market may seem skewed, yet it’s an interesting exercise to get a sense of crypto’s scale. As you can see in the image, we’ve just flipped silver. While that may not be the end goal, it gives us something to look forward to. The #1 spot, gold? Look at that market cap. Isn’t that a clean 10x goal right there? Maybe not this cycle, but that’s the aim, boys and girls—that’s the goal.

And just to keep us all grounded, remember it’s not all roses and sunshine from here. Pullbacks will come, bear markets may intercede, and that goal could take time. So think long-term, and during times like this, don’t forget to think in general. 😉

Daily Bites

Todays Markets

Ordinals

As noted earlier, this was a massive day for Ordinals, with big green numbers across the board, except for one outlier: Bitcoin Wizard, which lost 19% as the #10 on the list.

All other collections in the top 10 had a strong day, with significant buying volume leading to notable price increases. Bitcoin Puppets had a particularly outstanding day, as discussed, jumping to the #2 spot in volume across all chains and, of course, topping the Ordinals chart by a wide margin with a 27% gain for the day. NodeMonkes also had a good day but couldn’t keep up, even with an 11% increase.

Based Angels closed out the top three with an impressive 61% move. The Angels have shown strength on many of the red days, so it only makes sense for them to capitalize on this swell in volume with a significant price increase. Well played, Angels!

OMB and Quantum Cats both had good days, with 11% and 8% gains, respectively.

Bitcoin Frogs, at #6 by volume, is another big winner today with a 48% jump upwards.

O.P.I.U.M. moved alongside its partner Puppets, gaining 22% as the entire collection ecosystem trended upward, and Runestone noted a respectable 8% in the green.

The new project FUD also made a good move over the day, though it isn’t yet visible on the chart. As always, we’ll have to wait to see how long they can last in this competitive landscape.

Runes

An unusual day where collections outperformed Runes in general, but something we’ve speculated could happen for a few weeks now. This shift is immediately noticeable at the top, where the top two Runes, DOG and PUPS, both unexpectedly dropped today.

DOG saw a significant 12% loss on an otherwise positive day, while PUPS lost 4% despite their collection making substantial upward moves. This may reflect a rotation of profits into other promising assets for the day.

Todays #3, Gizmo, shows us that Runes can still deliver wins that could make anyone at the family Christmas dinner table envious in a few weeks. Minters from just a few weeks back, who spent between $80-$200, are now holding $12,000 bags—if they didn’t sell. Sadly, its little feline friend Billy(BDC) lost almost all of yesterday’s gains with a 6.5% decline.

Speaking of big moves, Cypher Genesis showed us how it’s done, building on yesterday’s 95% gain with another 71% today. Well done, AI Satoshi!

Even Memento Mori showed sustained strength, nearly doubling from last week’s low of about 100 sats with today’s 20% gain.

Sadly for RSIC, it lost all of yesterday’s gains, closing 13% in the red today.

Pooka and Saiko both saw good days in line with today’s sentiment, up 25% and 17%, respectively.

And last but not least, once again, the Based Angels were among the top gainers, with their Rune up 58%. Across the board, these Angels are giving off strong cult-like vibes. We’re excited to see how high these Angels can fly before they might get too close to the sun.

Todays Opportunities

Minting This Week

Giveaways

Currently, there are no active raffles ongoing. However, more giveaways are expected soon, so join the Discord below and make sure you have notifications on so you don’t miss out when the next ones go live!