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Let me be blunt: if you're still scanning spot exchange volumes to time your Bitcoin trades, you're reading a map of a city that no longer exists. I've watched investors cling for years to the comfortable illusion that real demand —buying and selling actual coins on Coinbase or Binance— drives this market. It doesn't.

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Stansberry Research founder Porter Stansberry says Bitcoin (CRYPTO: BTC) is more mispriced today than at any point he has seen in his model, with his fair value estimate sitting at $134,000 against a current price around $75,000. Fast Money Fled Into Tech Stocks, Leaving Bitcoin Behind Stansberry explained on Anthony Pompliano's podcast that Bitcoin's gap to fair value exists because risk capital rotated aggressively into Nvidia Corporation and memory stocks, pulling money out of crypto in the process.

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While tiny in portfolio terms, the shift highlights a preference for chains with big cash flows & on-chain usage over blue-chip alts.

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The shutdown of Fantom Opera highlights the risks of relying on legacy blockchain networks, urging liquidity providers to adapt swiftly. Fantom to wind down network on June 30, 2026, affecting Stargate V1 liquidity providers.