image_2025-10-03_17-01-34.png
353 KB
Why is BTC going up?
- Denominator is worthless (US dollar)
- US gov is running it hot while cutting rates
- Dollar -11% since Trump got into office
If anything, I feel like BTC is seriously lagging behind Gold and TradFi
BTC is single best asset of mine and yours lifetime, no need to overthink it
TLDR: BTC good, new TGE high FDV scams = short
Back to hiatus π
- Denominator is worthless (US dollar)
- US gov is running it hot while cutting rates
- Dollar -11% since Trump got into office
If anything, I feel like BTC is seriously lagging behind Gold and TradFi
BTC is single best asset of mine and yours lifetime, no need to overthink it
TLDR: BTC good, new TGE high FDV scams = short
Back to hiatus π
β€62π11
image_2025-10-03_18-15-13.png
94.1 KB
Vertical line = US open
CVDs going full retard, OI as well π€·ββοΈ
CVDs going full retard, OI as well π€·ββοΈ
β€16π€―7
honestly thank god for Ansems gut feeling, half of CT liquidated shorting BTC
π93π41
RunnerXBT
i got a feeling we will be seeing above 1b daily inflows for BTC per day for the new homies: - ETFs buy (or sell) BTC during US session hours (3:30 pm to 10 pm Prague time - do the conversion yourself via Google) - ETFs do NOT buy during Weekends and Publicβ¦
RunnerXBT is washed, predicting 1b daily inflows and reality is ONLY TOTAL NET FLOW: 985.1
data: https://x.com/FarsideUK/status/1974319916799906095
Happy weekend β€οΈ
data: https://x.com/FarsideUK/status/1974319916799906095
Happy weekend β€οΈ
X (formerly Twitter)
Farside Investors (@FarsideUK) on X
ππΆππ°πΌπΆπ» ππ§π ππΉπΌπ (π¨π¦$ πΊπΆπΉπΉπΆπΌπ») β 2025-10-03
TOTAL NET FLOW: 985.1
IBIT: 791.6
FBTC: 69.6
BITB: 24
ARKB: 35.5
BTCO: 0
EZBC: 0
BRRR: 0
HODL: 26
BTCW: 0
GBTC: 18.3
BTC: 20.1
For all the data & disclaimers visit:
https://t.co/Wg6Qpn0Pqw
TOTAL NET FLOW: 985.1
IBIT: 791.6
FBTC: 69.6
BITB: 24
ARKB: 35.5
BTCO: 0
EZBC: 0
BRRR: 0
HODL: 26
BTCW: 0
GBTC: 18.3
BTC: 20.1
For all the data & disclaimers visit:
https://t.co/Wg6Qpn0Pqw
π₯28π±8
To put that in perspective:
-Strategy (Michael Saylor) bought combined $850m worth of BTC in past 5+ weeks struggling to buy anything meaningful in a very long time now
-Metaplanet (Japanese) bought $1.25b worth of BTC in past 2 weeks (link1, link2 ) Metaplanet has fairly little money left from their latest "approved" budget (less than 200m)
yet... ETFs bought $1b in 1 day, all bow to BlackRock (in a momentum/breakout, at least)
so to finally "give a definite proof" backed by data and numbers: Who is buying BTC?
-> Boomers (ETFs)
-Strategy (Michael Saylor) bought combined $850m worth of BTC in past 5+ weeks struggling to buy anything meaningful in a very long time now
-Metaplanet (Japanese) bought $1.25b worth of BTC in past 2 weeks (link1, link2 ) Metaplanet has fairly little money left from their latest "approved" budget (less than 200m)
yet... ETFs bought $1b in 1 day, all bow to BlackRock (in a momentum/breakout, at least)
so to finally "give a definite proof" backed by data and numbers: Who is buying BTC?
-> Boomers (ETFs)
X (formerly Twitter)
Simon Gerovich (@gerovich) on X
Metaplanet has acquired 5268 BTC for ~$615.67 million at ~$116,870 per bitcoin and has achieved BTC Yield of 497.1% YTD 2025. As of 10/1/2025, we hold 30,823 $BTC acquired for ~$3.33 billion at ~$107,912 per bitcoin. $MTPLF
β€26π―9
you can be stuck holding some stupid shitter like one of the altcoins mentioned above (xpl, 2z...)
but why short BTC? π€·ββοΈ mental illness
but why short BTC? π€·ββοΈ mental illness
β€32π±4
and russian gets starched in UFC main event
LETS GOOO
LETS GOOO
β€40π10
Japan: Sanae Takaichi (won the elections) stood out in the race as the only proponent of big spending and loose monetary policy.
gm world-wide bulls only
https://finance.yahoo.com/news/japans-nikkei-stock-index-jumps-020221287.html
gm world-wide bulls only
https://finance.yahoo.com/news/japans-nikkei-stock-index-jumps-020221287.html
Yahoo Finance
The US stock market keeps setting records as AI excitement keeps building
The Dow Jones Industrial Average dipped 63 points, or 0.1%, while the Nasdaq composite rose 0.7% to its own record. Advanced Micro Devices helped lead the way and soared 23.7% after announcing a deal where OpenAI will use its chips to power AI infrastructure.β¦
π€©22π11
Gold ATH, Nasdaq ATH, BTC π
Q4 seasonality + 2 more rate cuts in 2025
run it HOTπ₯
Q4 seasonality + 2 more rate cuts in 2025
run it HOT
Please open Telegram to view this post
VIEW IN TELEGRAM
π₯69β€11
some of the easiest market conditions of this cycle (so far)
lets enjoy while it lasts
lets enjoy while it lasts
1β€45π11
image_2025-10-06_18-34-08.png
52.1 KB
I believe crypto remains the best industry that brings great opportunities to invest in. I do also expect it to stay that way as long as Trump is president.
Average man (Me & You - aww so cute) does not have access to do newest IPO or ability to invest early into AI/Robotics/Quantum start-ups
if Democrats win next election in 3 yrs, I expect them to crack down on crypto again, namely because Presidents family got very wealthy doing it during his term.
as for rest of 2025 and early-mid 2026, even if markets had to have a bigger correction, Trump (and his cabinet of yes-men), will do whatever it takes to save-face for Midterms (November 2026 - more than a year away)
I am well aware, that these "longer timeframe predictions" are only good as engagement-bait, but my general framework right now is to Try-hard crypto as much as possible as long as Trump is president and make as much money as possible in said timeframe.
Image attached is weekly chart of Gold
Average man (Me & You - aww so cute) does not have access to do newest IPO or ability to invest early into AI/Robotics/Quantum start-ups
if Democrats win next election in 3 yrs, I expect them to crack down on crypto again, namely because Presidents family got very wealthy doing it during his term.
as for rest of 2025 and early-mid 2026, even if markets had to have a bigger correction, Trump (and his cabinet of yes-men), will do whatever it takes to save-face for Midterms (November 2026 - more than a year away)
I am well aware, that these "longer timeframe predictions" are only good as engagement-bait, but my general framework right now is to Try-hard crypto as much as possible as long as Trump is president and make as much money as possible in said timeframe.
Image attached is weekly chart of Gold
β€59π₯16
I promise, this is my last BTC-bullpost until I am married
From Galaxy:
Last week saw the 2nd biggest inflows into US Bitcoin ETFs since launch at $3.245 bn (just behind the post-election week ending Nov. 24, 2024 at $3.37 bn)
and CT substack experts are wondering why number go up.
https://x.com/glxyresearch/status/1975245957358043152
From Galaxy:
Last week saw the 2nd biggest inflows into US Bitcoin ETFs since launch at $3.245 bn (just behind the post-election week ending Nov. 24, 2024 at $3.37 bn)
and CT substack experts are wondering why number go up.
https://x.com/glxyresearch/status/1975245957358043152
X (formerly Twitter)
Galaxy Research (@glxyresearch) on X
Last week saw the 2nd biggest inflows into US Bitcoin ETFs since launch at $3.245 bn (just behind the post-election week ending Nov. 24, 2024 at $3.37 bn)
Cumulative net inflow into Bitcoin ETFs hit an all-time high of $59.5 bn
Cumulative net inflow into Bitcoin ETFs hit an all-time high of $59.5 bn
π₯40β€27
these 4-6 hours βcorrectionsβ (3-4%) are cute
in previous bullmarkets youβd have 18-30% nukes
bears are gay
in previous bullmarkets youβd have 18-30% nukes
bears are gay
β€82π42π₯3
Crypto Twitters favorite coin XPL
https://x.com/zoomerfied/status/1976611356796199085
while ZEC (Zcash) is up more than 400% in last 12 days (not a ZCASH bullpost)
nature is healing β€οΈ
https://x.com/zoomerfied/status/1976611356796199085
while ZEC (Zcash) is up more than 400% in last 12 days (not a ZCASH bullpost)
nature is healing β€οΈ
X (formerly Twitter)
zoomer (@zoomerfied) on X
[ ZOOMER ]
PLASMA'S $XPL TOKEN FALLS BELOW TGE PRICE AS HYPE ON THE TETHER BACKED TOKEN COOLS: MARKET
PLASMA'S $XPL TOKEN FALLS BELOW TGE PRICE AS HYPE ON THE TETHER BACKED TOKEN COOLS: MARKET
π19β€8
a lot of VC-backed "next big things" looking to TGE in the coming weeks and months
the usual playbook
1) VCs invest at 100m valuation
2) Retail can buy the pristine new shiny scam at 15b FDV on their favorite CEX
3) Price -50% first few days
4) Retail rekt, VC happy
5) Repeat from step 1)
This is very exciting times for sceptics like myself who profits from front-running the inevitable "mysterious" sellers π«‘
also please miss me with the shit of "but, but VCs are locked" the hell they are
the usual playbook
1) VCs invest at 100m valuation
2) Retail can buy the pristine new shiny scam at 15b FDV on their favorite CEX
3) Price -50% first few days
4) Retail rekt, VC happy
5) Repeat from step 1)
This is very exciting times for sceptics like myself who profits from front-running the inevitable "mysterious" sellers π«‘
also please miss me with the shit of "but, but VCs are locked" the hell they are
π―59π₯22