A large subset of alts on my radar resemble the first chart here right now, while an entire other subset resemble the second. With the entire alt market practically screaming to put in a bottom right now, it may be time to seek out all the 'Chart 1s' and help them play catch up.

Turns out BTC was also a 'Chart 1' looking to play catch up. Love to see it.

Initial thesis post about TIA this week was at $6.11, price then proceeds to send 25% higher, with all buyers massively in profit all week. You wouldn't be able to tell from the way influencers are posting "gotchas", but even now the price is still 1% higher than my first post.

Anyone trading size is well aware that weekend liquidity in crypto is the thinnest its been in years. Following today's events, I'd guess 90% chance that $60k BTC stops are run before Monday

BTC being propped up right now by a large buyer on Coinbase who aggressively market buys back to $62.5k every time price dips below (but doesn't appear to bid above). Not an amazing price to be filling at imo; curious to see if desks use this for liquidity to distribute into.

x.com/i/article/1813…

Dropping my most extensive research piece on Worldcoin to date. With insider unlocks just 8 days away, I encourage you all to give it a read and stay informed.

Pretty confident there will be a moment some time in the next week where one or more large funds decide the BTC supply overhangs are far enough gone and just start aping. Many are benchmarked to BTC performance, and can't afford to miss the boat once it starts running.

A third of all Mt Gox BTC became available to trade on Kraken yesterday. Since that moment, the price is up almost 1% percent. This was one of the most feared supply overhangs in Bitcoin history, apparently turning out to be no big deal. Wild.

Think this is likely soon to become one of the more obvious hindsight trades this year.

See original post, likely starting. Bitstamp BTC distributed, Kraken BTC distributed, Germany BTC all sold. Literally negative overhang on the horizon with FTX returning $16 bil in cash to crypto natives later. New ATH sooner than most expect. Bookmark & revisit this in 2 months

For those still trying to process things, what we just heard at the Bitcoin Conference was ridiculously bullish. Believe there's a high chance price grinds upward from here as longterm flows and slower moving funds begin to price in new political climate.

I thought it was obvious to people, but evidently not, so I'll give an extremely detailed breakdown of why both Trump's speech and its associated price action are ridiculously bullish: Leading into the speech, there were billions of dollars of short term speculative bitcoin buys

Mid curve is writing thousands of words on why the chain metrics can’t possibly be real, while left and right curve is simply opening your feed / group chats at any given moment and using your eyes to see the extent to which it’s dominating mind share in 2024.

$2 Bil Saylor buy incoming soon.

Gm. Have been patient about posting this month amidst the chop, but finally have something worthwhile to share. In particular, have been following a token launch this week that the market is likely mispricing to a significant extent. Pretty much one of the only projects I’ve

Adding to this one, still as a longer term value play. Market is pretty pvp right now, and I feel like a lot of people missed the whole point on this one by trying to leverage trade it. For many of the reasons I outlined in my first post, I think the current price here is already