Metaplanet Doubles Down On Bitcoin!

Welcome back to the Daily Coinsauce Newsletter! Let’s dive into today’s updates—there’s a lot to unpack!

📅 Today

MetaPlanet Doubles Down!

Metaplanet Inc. purchased 497 Bitcoin as part of its Bitcoin treasury expansion through its position on Japan’s stock market.

This purchase has occurred during market instability which supports the company’s approach to buy more throughout recent price dips.

With this acquisition, the company now holds a total of 2,888 BTC in its reserves, worth $240 million, at an average price of $83,172 per BTC.

Toughest Cycle Ever!

The crypto market breadth indicator is now back to cycle lows.

Breadth measures the percentage of altcoins listed on Binance that are still above their 50-day moving average and fell as low as 3% recently.

Finding outperformers in this market has been tough.

However, every time we hit a bottom for this metric, we have witnessed the markets pump.

Thus, if history is any indication, we should see atleast some short term consolidation or reversal in prices here.

• Weekly on-chain insights.

• 3-5 altcoin chart setups.

• In-depth Bitcoin price updates.

• Occasional in-depth reports on altcoin gems.

• VC funding roundups.

• Market cycle insights.

• Premium Telegram trading group, and more.

🌎 Other News

• Bitcoin ETF Sees Net Inflow After Two-Day Outflow

• Aptos rallies 13% as Bitwise files for Aptos ETF

• Mt. Gox wallet moves $1B Bitcoin amid market volatility

• El Salvador Keeps Buying BTC Despite IMF Warning

📕 Educational

In a bear market, most tokens bleed hard. Prices drop, hype fades, and projects struggle to survive. But not all tokens suffer equally. Some have strong fundamentals that help them hold value and even grow during tough times. During bull markets, they tend to perform even better.

The key to finding these rare gems lies in understanding how a token captures value and whether it has strong “sinks” to control supply.

Aggroed’s Law states that 90% of the value of a token is in the use cases and SINK.

Why Sinks Matter More Than Just Use Cases

Most tokens have use cases—you can spend them to access a product or service, but they don’t necessarily leave circulation. For example:

You use a token to pay gas fees on a blockchain.

You spend a token in a game to unlock features.

These are useful, but they don’t reduce the supply of tokens in the system. Sinks, on the other hand, are what truly drive value. A sink removes tokens from circulation permanently (or offsets inflation), making the remaining supply more scarce. This can happen through burning mechanisms, lockups, or protocol fees that are redistributed to holders.

The Formula for a Strong Bear Market Token

To pick the best tokens for a bear market, we’ll focus on three critical factors:

• Real Demand & Growing Use Cases – The token must be tied to a product or service that people actually need, even in a bear market. This could be a projectl that continues to generate revenue.

• Value Accrual & Capture – The token must have strong mechanisms that ensure it benefits from the demand for the product (e.g., fee-sharing, staking rewards, or governance power).

• Supply Control & Sinks – There should be no massive unlocks or token dumping. Ideally, the project has strong token-burning mechanisms or staking incentives that reduce circulating supply over time.

7 such projects with great fundamentals and token sinks include :

• Aave

• BananaGun

• Fluid

• Hyperliquid

• Geodnet

• Rollbit

• Grass

📊 Stat of the day

🤣 Meme of the day

That concludes our update for today!

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Disclaimer: None of the content shared in the newsletter is financial advice. Always do your own research and analysis before investing.