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The average hashrate has fallen below 1,000 EH/s.

U.S. Treasury yields moved higher, boosted by Trump’s comments indicating he may not nominate Kevin Hassett as the next Fed chair.

Deleveraging: Sentiment Crashed from 80% to 45% After $205M Long Liquidations
☕️ Morning Brief 0086 👇 + 🎧 audio debate on today’s market setup

Bitcoin Strategy & Market Analysis | W3 January 2026
The main question of today’s major research:
Is there enough demand in the market to sustain the trend?
Inside the full BTC market research, you will also find a concise PDF brief and an audio version you can listen to.

Adler Insight Light - Weekly ML Snapshot #003
A new ML-based Bitcoin market report is out.
The model assesses market phase, risk, and directional bias.
We compare the model’s conclusions with human analysis in the full Bitcoin Strategy & Market Analysis report.

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STH discount compressed from -22% to -4% in two months. Price is now testing STH cost basis. 35K BTC in profit hit exchanges yesterday. Profit vs loss: 7.5:1.
New ☕ Adler AM 👇

STH vs LTH cost basis - who's underwater right now. % Supply in Profit/Loss, sell pressure from underwater holders.
On-Chain Fundamentals for Humans | Part 4 👇

Guys, quick update - I’ve upgraded the dashboard to v2.1. Removed outdated models and added new ones.
Please take a look and share your feedback:

$100K Level to Become a Wall of Resistance
☕️Morning Brief #83 👇

Futures Bulls Are Back: Positioning Index Above 3 for the First Time Since October
Adler AM ☕️👇

Realized P/L Momentum Index tracks when realized profit and loss pressure meaningfully shifts.
SQL + full methodology included - 75% historical win rate 👇

We have to acknowledge that Bitcoin has looked excellent since the beginning of the year.

Bitcoin’s realized volatility has compressed to 23% - a level that statistically rarely persists for long. Historically, such compression regimes tend to end with sharp range expansion.
Realized Volatility 23.6%: Compression Has Reached a Critical Threshold
Morning Brief ☕️👇

Gold hits a new record above $4,593/oz as demand for safe havens surges. Markets are reacting to concerns over Fed independence, rising geopolitical risks around Iran and growing expectations of US rate cuts. Focus now shifts to this week’s US inflation data.

Bears are once again putting pressure on price in the futures market.

STH SOPR dropped to 0.98 - the lowest since January 1. Short-term holders have been selling at a loss for three months straight, with Z-Score at -0.58 confirming we're in a redistribution phase.
Are we near exhaustion, or is there more pain ahead?
☕️Adler AM 👇

Weekly ML Snapshot #002
Current Market Regime Score = -3.0 (🟠 Elevated Risk). Elevated Risk indicates an unfavorable environment: more frequent corrections, chop, and false impulses.