Could be the way to go

Could be the way to go

BRICS needs to establish a bitcoin strategic reserve.   All confiscated bitcoin could go into the reserve, and be used to back the brics unit.

The headline sounds powerful, but the market impact depends less on the number itself and more on credibility, pacing, and macro liquidity. --- 1. Would sovereign accumulation tighten supply? Yes, structurally, but only if execution is real and gradual. Bitcoin’s effective float is already smaller than headline circulating supply because: long-term holders rarely sell, lost coins reduce liquidity, ETF custody locks supply off exchanges. If a sovereign entity accumulates steadily over years, it removes marginal supply from the tradable market, which can: compress available float, increase price sensitivity to demand shocks, reinforce the “reserve asset” narrative. However, markets price actual buying, not proposals. Until purchases begin, the effect is mostly psychological. --- 2. Marginal

$Grayscale Bitcoin Mini Trust(BTC)$  it's can't go down forever. There's too much money in the world 

Pounced on $Coinbase Global, Inc.(COIN)$ eye watering rally. Sold $CONL 20260213 9.0 CALL$ & allow it to expire worthless. Aching! 

1. Would sovereign accumulation tighten supply? Yes, if implemented, steady government buying would reduce liquid float. Bitcoin’s true tradable supply is already constrained by long-term holders and lost coins. A multi-year accumulation programme would act like a structural buyer, similar to central-bank gold purchases, gradually absorbing sell-side liquidity and increasing scarcity. The effect would be slow but cumulative rather than immediate. 2. Marginal vs ETF flows and macro cycles? In the near term, still marginal. ETF inflows/outflows and global liquidity conditions dominate price discovery because they move capital at institutional scale within weeks, not years. Rate expectations, USD strength, and risk appetite remain the primary drivers. A sovereign plan changes narrative, but E

under certain levels e.g. below bookvalue, keep on buying

Brazil's Congress just unleashed a crypto earthquake with its proposal for a strategic Bitcoin reserve aiming to hoard 1 million BTC over five years – that's roughly 5% of total circulating supply at current levels, a figure that's got traders salivating over potential supply squeezes and reduced float. 😤 Bitcoin bounced over 5% on the news, climbing from $82K lows to test $86K resistance, but the rally's sustainability hangs in the balance amid political wrangling, fiscal roadblocks, and execution nightmares like sourcing coins without spiking prices. Emerging markets add nitro, with Latin America's adoption surge pulling 10% more demand as nations like El Salvador's BTC stash grows 15% yearly. But macro risk cycles from Fed pauses and tariff teases crimp global flows 5%, raising question

$CME Bitcoin - main 2602(BTCmain)$   $S&P 500(.SPX)$   2026 on Q1 this month, bitcoin get lower price 60k in line position but enough or not for new 52 weeks low ? Bitcoin have gap point 60k from 126k on oct 2025, this is makes point from global issue in fear and greed ratio to everybody take action for buy in time. However bitcoin still makes settlemen in market cap and finder spot from etf performance, bitcoin until today not breakout for cycle time frame to lower in traditional event. ■ faster backflip 14 day, bitcoin can do that from last years 2025, this momentum for everyone to get point. ■ bitcoin impact or flatter on rally, march 18 and april 29 ■ bullish double tab co

Supply tightening and liquid float decrease will be the first outcomes. Steady sovereign accumulation on this scale would likely exert a structural tightening effect on the market with significantly reduced liquid float, the logically expected price elasticity as and when there are demand shocks. Both these can lead to a market multiplier i.e. a "reflexive" effect where every $1 of net inflow can increase Bitcoin's market cap by $3.70 in bull markets, as institutional buyers typically hold with higher conviction than retail - any good macroeconomics student can explain this. Many points to note wouos be a fragile sentiment, maintaining support levels: & being mindful of structural shifts. 

The proposed Brazilian plan to accumulate 1 million BTC over five years, representing approximately 5% of the total circulating Bitcoin, has indeed sparked a notable rebound in the cryptocurrency's price, with a 5% increase. To assess the sustainability of this bounce, let's break down the potential implications and factors at play. Sovereign Accumulation Impact: If Brazil were to successfully accumulate 1 million BTC, it would indeed reduce the float and tighten supply. This reduction in available Bitcoin for trading could potentially drive up demand and, consequently, the price. However, the actual impact would depend on how the accumulation is executed, whether it's through direct market purchases or other means, and how it's perceived by the market. Comparison with ETF Flows and Macro

Think 5% bounce may not be sustainable in current high volatility market.

Your question goes directly to the core of what determines Bitcoin’s medium-term price formation: who controls marginal supply. The Brazil proposal is symbolically powerful, but its real impact depends on scale, execution, and how it interacts with existing institutional demand channels. Let us separate signal from narrative. --- 1. What the Brazil proposal actually changes Recent reports indicate Brazilian lawmakers are proposing a strategic sovereign Bitcoin reserve targeting up to 1 million BTC accumulated over five years.  At face value, that sounds enormous: Total BTC supply cap: 21 million Circulating supply: ~19.6 million 1 million BTC ≈ 5% of circulating supply On headlines alone, this suggests a major supply shock. However, markets do not price headline totals. They price mar

Coinbase Is Down 60%+ Since July. What Its Chart Says Ahead of Earnings. $Coinbase Global, Inc.(COIN)$   is heading into earnings this week at a time when the crypto firm's stock has fallen more than 60% from its July all-time high, has lost some 50% in three months and recently fell for 13 consecutive sessions. Let's see what technical and fundamental analysis tell us about this stock. Coinbase's Fundamental Analysis COIN is set to release Q4 results after the bell on Thursday, but its stock has been falling as Bitcoin has been falling. ( $Bitcoin (BTC.CC)$ is down some 45% from its October record highs.) The Street is looking for the company to report $0.66 in Q4 earnings per share on about $1.85 billion

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$Strategy(MSTR)$  ☹️

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