Threads
Label me a pessimist, but all I see is a whole lot of hot air. 9x in two months during the bull run with barely a retrace? 10x against BTC since 2021? Must be a "new paradigm"....
179,250 #bitcoin have been withdrawn from exchanges on a net basis over the the last 30-days, another new all time high. $BTC https://t.co/Xc3Slwd0ln
https://t.co/Iao70rlnPE
YIKES Terraβs #UST stablecoin has rapidly fallen to $0.98. Further decline would lead to partial/full liquidation of LFGβs 40k BTC to support the peg. https://t.co/yehn588vTr
Aggregate $BTC derivative market open interest fell by approximately 16k BTC during that move. TLDR: That candle was a $700 million short squeeze. Free market price discovery at...
What the hell is going on in financial markets? A thread on stocks & bonds, volatility, and #bitcoin. π§΅π§΅
$BTC at 35k How did we get here and what possibly comes next? A thread on macro, bitcoin on-chain and derivatives ππ
Base case is $BTC consolidates into Q1 2022. Right now incumbents are just trading against each other, chopping each other to death. Here's my current thoughts on the state of t...
THREAD - Using Long-Term & Short-Term Holder cost basis to navigate the #Bitcoin market cycle. Using the realized price (essentially the average cost basis) of long-term holders...
Yesterday #Bitcoin pumped thousands of dollars within hours after weeks of sideways price action, and many might be wondering, why? Here's a thread on derivatives, naked shorting...
![The Everything Bubble.
[THREAD] π§΅](https://pbs.twimg.com/media/E4bGHQVXoAA-X0T.png)
The Everything Bubble. [THREAD] π§΅
![For anyone wondering "WTF Just Happened?!"
Here's what I'm looking at:
[THREAD]](https://pbs.twimg.com/media/E1w1BXdXoAYPacP.png)
For anyone wondering "WTF Just Happened?!" Here's what I'm looking at: [THREAD]