The Bitcoin Bull Bear Indicator Just Turned Green

追加: 2026-05-13

[00:00:00]Welcome back to Crypto's-R-Us. I'm George.

[00:00:05]We're all George. ETF inflows, well, uh we had a good day yesterday, plus 27 million overall net 30 3.43 billion.

[00:00:21]And SOL I saw had a big jump. Look at SOL, 26.6 billion. Last 90 days, 98 million. ETH didn't have such a good day yesterday, minus 17, but overall plus 550 million. I mean, this is easier to see.

[00:00:40]Uh 550 million last 30 days. So, obviously, a lot more buying than selling at this point.

[00:00:52]And if Trump is right, you're going to see massive massive amount of buying happening with liquidity flowing in to the space.

[00:01:07]You're going to see that pretty soon.

[00:01:11]What else? Saylor has asked, "Why doesn't his buys move the market?"

[00:01:18]And [snorts] he's quoted as saying, "We have announced we're going to buy 42 billion of Bitcoin and the market goes nowhere. We have literally bought 200 million an hour, the price does not move. We have bought 200 million an hour for 4 hours, turn it off, and the price trades up. The market has own dynamic.

[00:01:35]We're definitely not driving the price."

[00:01:38]>> [snorts] >> It'll be good. It's actually in his best interest, if you think about it, that they don't move the price, okay? And the reason why his 42 billion announcement or 200 million per buy does not move the market is because that's intentional. He doesn't say what's obvious, that they buy through OTC and they sometimes spread out their buys because they don't want price impact. It's stupid to have price impact. Think about it, if you're buying 200 million at a certain price and it starts moving up while he's buying, he's going to get less. That's not good.

[00:02:17]You don't want that.

[00:02:19]Um and plus he's not buying on spot, he's doing OTC, so he's doing all the things to make sure the price doesn't go up. And from a regulatory standpoint, right? You don't want him to actually pump the price. Uh Elon has gotten in trouble for this uh for Doge and and uh and you know, if Saylor actually every time announced he's going to buy and actually drove Bitcoin's price up, that's that would actually be a bad thing.

[00:02:54]Um because he could be seen as manipulating, right? And yeah, that wouldn't be a good thing. But anyways, speaking of Saylor, continues to buy and buy and buy and buy.

[00:03:10]And buy.

[00:03:11]Yesterday he announced more buys. Uh out of the the total holdings of all the companies, about 1.5 million, the ones that I'm tracking at least, okay? There's like 47 entities. There's a lot more than that, but these are the ones that's you could get use you could get sources from.

[00:03:30]Uh and he accounts for 53%, but you know, I added a few yesterday that you know, I totally forgot about. One I knew, but I you know, this was supposed to be for like publicly traded companies, but I added a few well-known like crypto companies. I forgot that Block Block One has such a large amount.

[00:03:51]Block One Block One still has 164,000.

[00:03:57]And you know how they acquired this?

[00:03:58]They acquired this through a year-long ICO back in the day with a project called EOS.

[00:04:04]And that's how they were able to acquire that. And surprisingly, they still held it. I thought because Block One split off from EOS.

[00:04:14]I think they're owned by Brock Pierce now. Um but they still hold that enormous amount. And then you got Tether up there with almost 100,000.

[00:04:25]You got a lot of companies, private companies, that hold enormous amount of Bitcoin, too. So, this number is actually really low. I'm sure if you accounted for the top, let let's say 500 projects or companies that hold it's way higher than that. It could be like 3 million or 4 million. Um but again, it goes to show you these guys just keep on loading up more and more and more. And look at Saylor. Look at this Saylor tracker.

[00:04:57]Like 1 year.

[00:05:00]3 months.

[00:05:01]Just never-ending.

[00:05:08]Looks great.

[00:05:09]Looks great.

[00:05:11]All right.

[00:05:12]What else?

[00:05:14]Uh even though this is a PR, I I think I should mention it because it's always good to see exchanges or whoever buy Bitcoin. So, MEXC >> [snorts] >> says that they're going or they did acquire. They acquired 1,000 Bitcoin to strengthen this user protection thing called Guardian. Right? I don't even know what Guardian's really about. I think it's it's like kind of their like sec- their their fund to protect against hacks and and losses and stuff like that. Kind of like what Binance has. I'm guessing that's what it is.

[00:05:47]But, man, they purchased 1,000 Bitcoin.

[00:05:50]So, you got to applaud them for that. I got to probably put them in that tracker, too. 1,000 is quite high.

[00:05:58]It's it's already like Yeah, it's it's in here. It's above like Core Scientific and stuff. Well, that's because Core Scientific and Cipher Mining, they've both been selling like crazy. But, yeah, they're up there.

[00:06:12]Probably top 50.

[00:06:14]So, good for them.

[00:06:17]Uh what else?

[00:06:19]This is that bull signal, according to CryptoQuant.

[00:06:25]We haven't seen this bull-bear cycle indicator turn green since 2023.

[00:06:34]Historically, this has been an important regime change signal.

[00:06:38]The key historical exception is March 2022. Back then, the indicator moved to an early bull zone. But, overall, what this is showing is we're coming back up, and it's great.

[00:06:54]We have a lot of these kind of signals, right? A lot of them. Technicals, macro fundamentals, like geopolitical. Everything's aligning.

[00:07:04]Nothing's really getting worse. I know a lot of people are still like clinging on to hope. I don't know if it's intentional, whether they're just miserable, they missed out, or they're looking to buy more. Like some people just keep shouting from the rooftop that things are going to get worse, and we're going to go a lot lower.

[00:07:19]It could happen, but when you put it all together, it doesn't seem like that's the case.

[00:07:26]We are improving. Every single thing that we can measure is showing improvement. We're coming up, and this is very similar to all the previous winters.

[00:07:37]We had the kind of the same kind of recovery, slowly, and then we break out, and then we never look back. I mean, it's the same same kind of movement.

[00:07:49]Right?

[00:07:50]Here's something else that kind of shows you what happened since the last crypto winter and now. I mean, again, it's not exactly the same, but it's similar. And in this case, it's better because we're not waiting for another year before we recover.

[00:08:09]Okay, maybe it's normally crypto winters tank like a year and a half to 2 years before recovery. We're not doing that.

[00:08:17]We're recovering already.