An interesting visual from #Coingecko showing the #BTC value of the Top 10 public companies that hold #Bitcoin.

Notably all are in profit, although Metaplanet's profit is marginal.
Most miners have no purchase cost.

And as expected, #Strategy holds the most, with an $11B profit currently.

There's currently a cautious outlook with no positive momentum & the overall feeling is doubt.
The question being asked is:
Are we now in a bear market?
But if we take a look at #Bitcoin past performance in previous cycles, the current lull in activity isn't particularly unusual.

The #WhiteHouseCryptoSummit is happening today.
It's positive traction for #Crypto, but always be wary of market manipulation that can surround these events causing price volatility.

Here's an interesting image from #CryptoRank on some asset scenarios regarding US Crypto Policy.

The Fear & Greed Index is bordering between 'Fear' & 'Extreme Fear'.
This is a good time to use investment capital to accumulate / DCA into key assets.
#Bitcoin & most Top 10 assets are strong long-term options.
For riskier #altcoin plays I've been buying #ONDO, #VIRTUAL & #PEAQ during this dip.

Lets remind ourselves how early we are with #BTC adoption.
I remember the days when a pic took an hour to download, when online card payment was rife with scams.
Analyst Willy Woo shared an interesting comparison of #Bitcoin & Internet adoption curves.
We're well-positioned at this early stage.

#Solana is a powerhouse despite its occasional downtime issues.
It was the top #Blockchain ecosystem for new developers in 2024.
This strength indicates that #SOL could be an effective long-term investment.
But #SUI and #Aptos may rise & compete in prominence over time.

In the Electric Capital 2024 report, India has jumped up to No. 2 in the list of countries with the most active #Crypto developers, only behind USA.
UK, China, and Canada make up the top 5 countries for #Blockchain developer activity.

The 2024 Electric Capital report offers brilliant insights on #Blockchain Developer activity last year.
No surprise that #Ethereum & #Solana have the most developer activity in all continents.
Interesting to see #Base, #Polygon
& #Polkadot there too. #ICP is a surprise!

The 4-year US presidential cycle is another factor to consider alongside the #Bitcoin cycle, shown by this interesting chart from Dijitz2012 (on X)

This plus the analysis from the last post strongly suggests a #BTC cycle peak in Oct/Nov 2025.
Assuming no black swan events occur in the meantime.

Some great analysis from brett_eth (on X) on the #Bitcoin halving cycle.

A clear trajectory to the #BTC peak price within the current #BullMarket, and along with analysis of previous cycles, it indicates a peak around October 2025.

But there are other factors to consider.
More details to follow

Great insights from the State Of Crypto Report 2024 by #a16zcrypto.
#Crypto usage & adoption particularly stands out -

There are only ~30M to 60M active monthly users, from ~617M crypto owners.
This shows huge adoption potential for converting existing owners into active users.

See the image below for some interesting insights by Rekt Capital.

Looks like we are moving firmly into the Growth phase of this #Crypto cycle.

Hopefully we'll see some great gains with #BTC, #ETH, #SOL, #SUI, as well as other #Altcoins & #Memecoins as we head into 2025.

Get ready!

A key aspect that will drive #cryptocurrency prices higher is more user adoption.
The current trend of sponsoring Sports teams helps to advertise #crypto assets to millions of people.

@coingecko published an interesting breakdown of sponsorships by sport from 2021 to 2024 -

Interesting insights from @coingecko on #RWA interest ranked by country.
No surprise that USA is at the top, but Indonesia & Turkey were a surprise.
Great to see those countries interested in Blockchain innovation, maybe future leaders in the tokenisation of Real World Assets.