RunnerXBT Insights
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Market thoughts/commentary of @RunnerXBT
Serious topics only - no shitposting or memes

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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 πŸƒ
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Dollar such a shitcoin that even Europeans are doing victory laps

Dollar being shit benefits OUR bags
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Kind Regards
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Vertical line = US open

CVDs going full retard, OI as well πŸ€·β€β™‚οΈ
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honestly thank god for Ansems gut feeling, half of CT liquidated shorting BTC
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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)
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crypto twitter, for some unknown reason, fading BTC in a bullrun

(for slow homies: this post is mocking bears, not calling for tops - sadly live in the world where have to explain)
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you can be stuck holding some stupid shitter like one of the altcoins mentioned above (xpl, 2z...)

but why short BTC? πŸ€·β€β™‚οΈ mental illness
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happy new ATH to those celebrating
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and russian gets starched in UFC main event

LETS GOOO
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Gold ATH, Nasdaq ATH, BTC πŸ”œ

Q4 seasonality + 2 more rate cuts in 2025

run it HOT πŸ”₯
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some of the easiest market conditions of this cycle (so far)

lets enjoy while it lasts
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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
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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
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these 4-6 hours β€œcorrections” (3-4%) are cute

in previous bullmarkets you’d have 18-30% nukes

bears are gay
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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 ❀️
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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 🫑

also please miss me with the shit of "but, but VCs are locked" the hell they are
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Petition for Binance to allow more than 200k notional for Pre-Market listings
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