as for our positioning goes
- BTC spot long (never, ever, selling)
- rotated BNFCR (european will know) into more spot BTC at 106k avg.
- small fartcoin long (a bit of let-down, so far)
- medium Monad long (looking to close my long when TGE happens & team + exchanges ramp-up marketing)

Made majority of my "educational" videos on YouTube public again (mostly on the topic of Orderflow & strategies useful for daytrading)

https://www.youtube.com/@RunnerXBT

Not sure I will ever come back to streaming, but if some company/project wants to Sponsor these 🤷‍♂️

Current "clash" in the Bitcoin orderbooks

Sellers (Mysterious Asian Whale & other OGs)
The 80k BTC guy down to 37k BTC (4B worth)
-> I have Arkham Alert on him, everytime he moves BTC, because now we know for certain, that every transfer leads to him selling very quickly (almost as if his ego liked the idea of moving the price - weird fetish if you ask me)

https://intel.arkm.com/explorer/entity/dd8becc0-ed3e-449d-921d-cc24bf76d0eb

Buyers (mostly ETFs)
BlackRock (IBIT) been carrying for now, Saylor + DATs have been broke for a bit (20m per week is not material)

I whole-heartedly believe, this Chinese "secret" entity/whale is German Government 2.0. and their sell-pressure is suppressing price, will be looking for a leverage long BTC, once they have little left

Also BTC is still correlated to TradFi, which I believe can give a bit of volatility as per few posts above (CPI this Friday, FOMC, China/USA deadlines + Earnings szn)

https://x.com/DeItaone/status/1981378270407823587 lol

March 2025

the amount of crime in broad daylight, for everybody to see, with ZERO reprocusions, on daily basis, in USA & crypto is beautiful spectacle to watch

bro really nukes the markets with Chinese Tarriffs yapping on weekly basis

then pardons a wealthy china man (sorry, a CANADIAN!)

Its okay, Bitcoin
You go when you feel like it.

(while every asset on planet earth is mooning)

Maybe they should not have pardoned the seasoned scammer CZ

dont know why all chinese are currently so anti-crypto (CZ & multiple secret gigawhale billionaires nonstop selling)

development to China/USA trade

https://x.com/DeItaone/status/1982405706834661817

very confident we are rallying right now due to
this headline

took profit on Fartcoin, want to focus on Monad & MegaETH in the coming weeks

whilst Fart has been my favorite alt to scalp past few weeks

ETHEREUM DAT, ETHZILLA, SELLS $40M OF $ETH TO FUND STOCK BUYBACKS

thats around 10% of all ETH this DAT/Company owned (as per https://www.strategicethreserve.xyz/)

Chief retard officer back at it again

Trump Media to Launch "Truth Predict" Prediction Markets using Crypto.com in the Near Future: BBG

this is financial advice, you should absolutely lock in for as long as Trump is President because there cant ever be more crime than with this guy

the boys are back in town (boys = ETF buyers)

https://www.youtube.com/watch?v=wIE5wwvicew&list=RDwIE5wwvicew&start_radio=1

Not 100% confirmed, but there is arguably first BTC DAT currently selling BTC to do stock buyback as well

Sequans transfered some BTC to Coinbase Prime (mind you, it could be just for Custody reasons)

but their stock $SQNS is currently mooning as well which seems to confirm this theory

(could be all a speculation, but after yesterdays ETH DAT selling, I would not be surprised if thats the case for the shitty DATs) - lol

https://x.com/emmettgallic/status/1983233775812096316

source:

Even if true, I am not worried about this tiny & irrelevant DAT fwiw

drop in the bucket compared to MSTR or ETFs

and CT retards get upset with me when I say that altcoins suck for the most part

very few things outperformed BTC, let alone tech stocks

🤷🏼