According to @ki_young_ju, Bitcoin is making a fourth attempt to break its all-time high with participation from large perpetual futures traders this time (source: @ki_young_ju on X, Oct 3, 2025). This highlights perp market participation as BTC approaches ATH, a key focus for breakout-oriented traders tracking derivatives-driven momentum (source: @ki_young_ju on X, Oct 3, 2025).

According to @ki_young_ju, Bitcoin perpetual futures whales went long heavily on OKX, Bybit, and HTX (source: @ki_young_ju on X, Sep 27, 2025). According to @ki_young_ju, the taker buy ratio on OKX is at its highest since January 2023 (source: @ki_young_ju on X, Sep 27, 2025).

According to Ki Young Ju, PIPE might not be the best way to run a Bitcoin treasury company because he says PIPE investors are paper-handed and chase short-term gains. Source: Ki Young Ju on X, Sep 26, 2025. For trading, his view implies that PIPE-funded BTC treasury firms could face short-term oriented order flow rather than sticky holders, which traders may treat as a near-term overhang risk when such deals are announced. Source: Ki Young Ju on X, Sep 26, 2025.

According to Ki Young Ju, he is bullish on Bitcoin due to heavy on-chain capital inflows, stressing there is way too much capital coming in, source: Ki Young Ju on X, Sep 18, 2025. He explicitly links his bullish BTC stance to these on-chain inflows, source: Ki Young Ju on X, Sep 18, 2025.

According to @ki_young_ju, Bitcoin on-chain capital inflows totaled $435B over 2009–2024 across 15 years, source: @ki_young_ju on X, Sep 15, 2025. For 2024–2025 across 1.5 years, on-chain inflows reached $625B, source: @ki_young_ju on X, Sep 15, 2025. This implies an annualized run rate of roughly $29B per year for 2009–2024 versus about $417B per year for 2024–2025, approximately 14.4 times faster, source: @ki_young_ju on X, Sep 15, 2025. The latter period exceeds the former by $190B despite a tenth of the duration, underscoring historically elevated on-chain capital velocity relevant to BTC market liquidity and execution, source: @ki_young_ju on X, Sep 15, 2025.

According to @ki_young_ju, Justin did not sell, and even if he did, selling unlocked tokens is not an issue; the fault lies with the WLFI foundation for debanking a user and breaching its purpose, which is the core of the dispute traders should focus on for sentiment and governance risk assessment, source: @ki_young_ju on X.

According to @ki_young_ju, Bitcoin whales have recently realized profits, indicating a significant shift in market activity. However, Michael Saylor's ongoing commitment to holding BTC, without any intention to sell, has contributed to sustained bullish sentiment and minimized fears of a bear market. This divergence in trading strategies between large holders and long-term institutional investors may lead to short-term price volatility, but overall market confidence remains supported by Saylor's influential position (source: @ki_young_ju).

According to Ki Young Ju, using leverage above 5x in Bitcoin (BTC) trading dramatically increases the probability of liquidation within 24 hours. Ju highlights that Bitcoin has moved more than 2% on 82% of trading days this month, making high-leverage positions extremely risky. The probability of surviving a week with 50x leverage is just 0.000612%, emphasizing the importance of risk management for traders in the current volatile crypto market, as cited by Ki Young Ju on July 30, 2025.

According to @ki_young_ju, Galaxy managed the sale of 80,000 BTC, a significant transaction that could impact Bitcoin's short-term liquidity and price volatility. Large-scale sales of this magnitude often introduce increased selling pressure, potentially leading to short-term price corrections or heightened trading volume as the market absorbs the supply influx. Traders should monitor order book depth and spot market movements for signs of continued volatility or recovery following this event (Source: @ki_young_ju).

According to @ki_young_ju, a total of 80,000 BTC that had been dormant for 14 years were recently transferred from wallets originally hosted by MyBitcoin. These wallets had not seen activity since April 2011, predating MyBitcoin's collapse in a hack that July. The coins are believed to belong either to the hacker responsible for the breach or the platform’s anonymous founder, Tom. This significant movement of long-idle Bitcoin introduces potential selling pressure and renewed volatility in the BTC market, which traders should closely monitor for price fluctuations and liquidity changes. Source: @ki_young_ju.

According to @ki_young_ju, the traditional Bitcoin (BTC) cycle theory, which advised buying when whales accumulate and selling when retail investors enter the market, is now considered obsolete. The author states that the previous pattern of whales selling to retail investors at market tops no longer holds true. In the current market dynamic, a significant shift is occurring where 'old whales' are selling their holdings to 'new long-term whales.' This change is reportedly driven by a level of institutional adoption that is larger than previously anticipated, suggesting a fundamental change in Bitcoin's market structure and holder composition, which has direct implications for trading strategies based on historical cycles.

According to Ki Young Ju, there is a significant increase in institutional buying of Bitcoin (BTC) through over-the-counter (OTC) markets. Ju notes that these large-scale OTC transactions are currently concentrated outside of the United States, indicating a potential shift in the geographic sources of institutional demand. This observation suggests strong buying pressure from non-US institutions, a key factor for traders to monitor for potential price movements in the Bitcoin market.

According to Ki Young Ju, the current Bitcoin (BTC) market is being driven by 'Paper Bitcoiners.' These participants are identified not as active traders on cryptocurrency exchanges, but as institutions and passive investors purchasing Bitcoin through exchange-traded funds (ETFs). This analysis suggests a significant shift in market dynamics, where capital from traditional financial vehicles is becoming a primary force behind BTC's price movements, distinguishing the current environment from past cycles dominated by on-chain participants.

According to @ki_young_ju, the cryptocurrency market faces an imminent and catastrophic threat from quantum computing, known as 'Q-Day.' This is not a distant problem, as malicious actors are already engaging in 'Harvest Now, Decrypt Later' attacks, storing encrypted data to be broken by future quantum computers, a warning echoed by Jay Gambetta of IBM Quantum. The risk is so significant that BlackRock added quantum computing as a critical risk to its Bitcoin ETF filing, cautioning it could 'undermine the viability' of cryptographic algorithms. Researchers warn that this vulnerability could allow for the theft of 4 million Bitcoin (BTC), approximately 25% of the usable supply. For Ethereum (ETH), co-founder Vitalik Buterin has proposed emergency hard-fork solutions that could halt the blockchain for an extended period. The migration to post-quantum cryptography is presented as the only solution, but researchers at the University of Kent estimate this could require 75 days of downtime for Bitcoin, posing a severe risk to the entire trillion-dollar asset class and potentially rendering non-migrated assets worthless.

According to @ki_young_ju, analysis from CryptoQuant indicates that despite Bitcoin (BTC) miner daily revenue falling to a two-month low of $34 million on June 22, there is no significant selling pressure from miners. The report highlights that while the network hashrate has dipped 3.5% since June 16, outflows from miner wallets have remained low, declining from 23,000 BTC per day in February to around 6,000 BTC currently, with no spikes in transfers to exchanges. Furthermore, data shows miner reserves are actually increasing; addresses holding 100 to 1,000 BTC have added 4,000 BTC since March. This suggests miners are holding their assets in anticipation of a price rebound rather than capitulating at current levels, removing a key potential source of market selling pressure.

According to @ki_young_ju, publicly traded Bitcoin miner MARA Holdings (MARA) is approaching a significant milestone, with its treasury now holding 49,940 BTC, valued at approximately $5.3 billion. This accumulation solidifies MARA's position as the second-largest publicly traded Bitcoin holder, trailing only MicroStrategy (MSTR), as stated in the company's June update. Despite a 25% monthly decline in blocks won in June due to weather and equipment issues, the company is targeting a 40% hash rate expansion to 75 exahash by the end of the year. For traders, the tight correlation between MARA's stock and the crypto market is evident, with MARA shares falling 2.7% in premarket trading following a recent dip in Bitcoin's price.

According to @ki_young_ju, a JPMorgan report reveals that while the Bitcoin (BTC) network's monthly average hashrate dipped approximately 3% in June due to seasonal heatwaves affecting U.S. miners, overall mining profitability has improved. The report highlights that daily block reward gross profit increased by 13% month-on-month, reaching its highest point since January. A key trading indicator is the growing dominance of U.S.-listed miners, whose share of the global network hashrate hit a record 31.5%, according to JPMorgan. These miners have boosted their aggregate hashrate by 99% year-over-year, far outpacing the total network's 55% growth. In stock market performance, the total market capitalization of the 13 tracked U.S. miners rose 23% from the previous month, with IREN (+67%) outperforming and Bitfarms (BITF) underperforming (-19%).

According to Lennix Lai of OKX, institutional demand is pushing ETH toward $3,000, with ETH outperforming BTC in derivatives markets and accounting for 45.2% of trading volume. Glassnode reports that long-term holders are accumulating BTC despite volatility, signaling strong institutional conviction. CryptoQuant notes stablecoin reserves hit a record $228 billion, benefiting Tron with $6 billion in net inflows. Scott Duke Kominers from a16z Crypto argues that crypto rails are essential for AI agent interoperability. DappRadar highlights a drop in Web3 gaming funding to $9 million due to lack of engaging gameplay.

According to Ki Young Ju (@ki_young_ju), Circle’s price-to-earnings (P/E) ratio has soared to 2,950x, compared to Coinbase’s 58x, highlighting a significant valuation gap between major crypto companies. This extreme P/E ratio signals heightened market expectations for Circle and its USDC stablecoin, affecting investor sentiment across crypto equities and stablecoin-related assets. Traders should note that such stretched valuations may lead to increased volatility and potential corrections as the market reassesses growth prospects, according to the data shared on Twitter.

According to @JA_Maartun's latest chart shared by @ki_young_ju on June 13, 2025, the Bitcoin (BTC) price trend shows significant support and resistance levels that are crucial for short-term traders. The visual data indicates consolidation near major price zones, highlighting potential breakout points that could impact BTC volatility. Traders should closely monitor these technical levels to identify optimal entry and exit points, as market sentiment remains sensitive to chart-driven signals. Source: Twitter/@JA_Maartun via @ki_young_ju.