Market Dynamics - Crypto market struggles to rally because most tokens are held by OG whales and retail investors [1] - Whales, having matured, are selling their holdings after substantial gains, primarily to institutions, as initially intended [1] - Retail investors are sentiment-driven, short-term oriented, emotional, and prone to panic selling [1] - Price movements are contingent on the supply shifting back to long-term holders [1] Investment Strategy - The market is undergoing a "Great Rotation," implying a shift in asset allocation towards long-term holders [1]

RT Teddy (@TeddyVision)Actively accumulating $OM, I naturally wanted to dive into its history and compare two key metrics: Open Interest (OI) and Realized Market Cap Hodl Waves (LTH OM).Looking at the price + OI chart, we can see that OI has been holding around the same level as early 2024.Meanwhile, the Realized Market Cap Hodl Waves tell another story: the share of LTH RMC started to climb right when the community was calling for OM’s “Price Collapse”Today, more than 50% of RMC belongs to LTH, confirmed b ...

Supply Dynamics - Bitcoin illiquid supply reaches a record high of 143 million BTC [1] - Long-term holders lock up 72% of the total Bitcoin supply [1]