EPISODE · Jun 11, 2026 · 3 MIN
Ep.10 — Strategy vs Cycle Intelligence: $53.5B in Gains Evaporated [EN]
from NeverHodl Intelligence — Briefing Diário do Mercado Crypto · host NeverHodl™
Strategy vs Cycle Intelligence — $53.5B in Gains Evaporated845,256 BTC. 4% of all Bitcoin. Still profitable at +$20B. But $53.5B in unrealized gains evaporated between the ATH and today.The NHCI was at 75+ when BTC peaked at $126K. Today it sits at 27.4 (BOTTOM phase, day 16).Holdings: 845,256 BTC ($53.1B)Cost basis: $33.14B (avg $39,210/BTC)At ATH: $106.7B (+$73.5B gain)Today: $53.1B (+$20B gain)Evaporated: $53.5BNeverHodl is not anti-Bitcoin. It questions the route, not the destination.📊 Live Dashboard · 📰 Full ArticleConviction without data is courage. Conviction with data is strategy. — NeverHodl™
What this episode covers
📊 Deep Analysis — Strategy (MicroStrategy) vs Cycle Intelligence 845,256 BTC. 4% of all Bitcoin. Still profitable at +$20B. But $53.5B in unrealized gains evaporated between the ATH and today. The NHCI was at 75+ when BTC peaked at $126K. Today it sits at 27.4. 🔵 NHCI at ATH: 75+ (NEVERHODL zone — maximum risk) 🔵 NHCI Today: 27.4 (BOTTOM — day 16) ₿ BTC: $62,834 (-50.2% from ATH) 📊 Holdings: 845,256 BTC ($53.1B) 💰 Cost basis: $33.14B (avg $39,210/BTC) 📉 Apr 2026 purchase: 34,164 BTC at $74,395 — underwater NeverHodl is not anti-Bitcoin. It is not anti-Saylor. It questions the route, not the destination. Conviction with data is strategy. 📊 Live dashboard: neverhodl.com/dashboard 📰 Full article: neverhodl.com/intelligence 🎧 Daily podcast (PT-BR): neverhodl.com/podcast #NeverHodl #Bitcoin #NHCI #Strategy #MicroStrategy #CycleIntelligence #OnChain #Crypto #HODL
NOW PLAYING
Ep.10 — Strategy vs Cycle Intelligence: $53.5B in Gains Evaporated [EN]
No transcript for this episode yet
Similar Episodes
No similar episodes found.