@Andre_Dragosch André Dragosch, PhD⚡
André Dragosch, PhD⚡ has been discussing the relationship between Bitcoin and gold, noting that a small capital rotation from gold to Bitcoin could significantly impact its value. He also highlighted the differences in their market trends, with Bitcoin's mempool nearly empty while gold's market is congested. Additionally, he referenced rumors that the US government might be buying Bitcoin, potentially signaling a strategic reserve.
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Social Influence
Social category influence cryptocurrencies #1761 finance 23.49% stocks 5.37% countries 2.68% currencies 2.68% financial services 1.34% technology brands 1.34% exchanges 1.34% travel destinations 1.34%
Social topic influence bitcoin #731, sentiment 3.36%, $btc 3.36%, fed 3.36%, could be 2.68%, stack 2.68%, over the 2.68%, coins 2.01%, exchanges 2.01%, has been 2.01%
Top accounts mentioned or mentioned by @r8raq @bitwiseeurope @grok @bradleydukebtc @innumerissat @bitwiseinvest @intocryptoverse @jameseastonuk @matthougan @campeonbitcoin @bitwise_europe @floortiler @excellion @caueconomy @cryptonewseth @pg6z5gbtu2rvl @coryklippsten @btcbreakdown @coinsharesco @truflation
Top assets mentioned Bitcoin (BTC) Strategy (MSTR) Alphabet Inc Class A (GOOGL) Coinbase Global Inc. (COIN) BlackRock Inc (BLK) SPDR S&P [---] ETF Trust (SPY)
Top Social Posts
Top posts by engagements in the last [--] hours
"💥 💥 I am very delighted to have published my new book called which is now available on Amazon With a foreword by @Excellion It still feels surreal but there it is. I am forever grateful to all the people who have contributed to this book including the guys at @KonsensusN 📚 especially Josefina @edouard_knw @OmniFinn and of course @joakimbook - the best editor for Bitcoin books that you could wish for Special thanks to all the expert commentators who spent their free time to review the early draft of my book: @BradleyDukeBTC @JanWues Janina Vinklere @SvenHildebrandt Dr. Eduard Baitinger"
X Link 2025-06-08T14:47Z 19.6K followers, 93.4K engagements
"@Excellion @adam3us Is this how Adam used to look like [--] years ago 🙂"
X Link 2025-08-02T09:12Z 19.5K followers, [----] engagements
"MSTR will most likely become the next JP Morgan ie will become the biggest financial institution by market cap. Bookmark it. 🔖"
X Link 2025-11-24T12:03Z 19.5K followers, 56.9K engagements
"Watch the ISM release today. Consensus expectations are at [----] while there is a high chance that we end up above [--]. Could be the Risk-On catalyst"
X Link 2026-02-02T06:08Z 19.5K followers, 147.4K engagements
"Were most definitely in a crypto winter when it comes to alts and also treasury companies (which have been this cycles alts)"
X Link 2026-02-04T19:08Z 19.5K followers, [----] engagements
"@intocryptoverse hate to say it Ben but the ISM does lead job openings"
X Link 2026-02-05T16:32Z 19.5K followers, [----] engagements
"@intocryptoverse because you were arguing against the ISM"
X Link 2026-02-05T16:34Z 19.5K followers, [----] engagements
"@intocryptoverse which ones matter more certainly not job openings"
X Link 2026-02-05T16:38Z 19.5K followers, [----] engagements
"@caprioleio Charles the quantum discount is already more than priced in"
X Link 2026-02-05T20:10Z 19.6K followers, [---] engagements
"Bitcoin cycle bottoms redistribute coins from - low-conviction to high-conviction - high time preference to low time preference - the fearful to the brave - the impatient to the patient - uninformed to the informed New solid foundation to rally again"
X Link 2026-02-05T20:40Z 19.5K followers, [----] engagements
"🔴UPDATE: Cryptoasset Sentiment Index flashes most bearish sentiment since FTX in November 2022"
X Link 2026-02-06T06:02Z 19.5K followers, 14K engagements
"📌#Bitcoin MVRV Z-Score at [----] Lowest since early 2023"
X Link 2026-02-06T06:27Z 19.6K followers, [----] engagements
"Considering the fact that the ISM was essentially mired in contraction since [----] this does make sense. Also think most of the gains have been driven by structural adoption only via ETFs & TCs. Cyclical macro tailwinds were lacking all along but are now finally coming back. There has been no bull market but the good news is the bear market is probably over now. There has been no bull market but the good news is the bear market is probably over now"
X Link 2026-02-06T07:20Z 19.5K followers, [----] engagements
"Send it. We still got a CME gap to fill at 82k"
X Link 2026-02-06T16:33Z 19.5K followers, [----] engagements
"@InNumerisSat yes me too. Think 200-week MA has become somewhat consensus but that is what we have observed in previous cycle bottoms at least. I will just let the model speak in this regard. But I still remain very bullish on the macro side of things"
X Link 2026-02-07T02:28Z 19.5K followers, [--] engagements
"@TonySeverinoCMT You must be new here. Google search trends correlate with aggregate small order size trading volumes across crypto exchanges"
X Link 2026-02-07T07:59Z 19.5K followers, [---] engagements
"@Azegeridondu @VECTORCP @KillaXBT @grok please explain the chart of the first post. Also please check and verify or falsify what is being provided as explanation here"
X Link 2026-02-08T05:03Z 19.5K followers, [---] engagements
"@BTCBreakdown @coinbase @BithumbOfficial @BitwiseInvest @lightningenable @Strategy @BlackRock @CoinSharesCo @FEhrsam @binance @santimentfeed @GrantCardone @francispouliot_ @BullBitcoin_ @efenigson @YoureTheVoiceEF @BitcoinPierre Thank you for the shoutout ser 🙏"
X Link 2026-02-09T21:35Z 19.5K followers, [--] engagements
"Tether has become an EM-like sovereign that experienced significant capital inflows due to safe-haven demand. This quasi-sovereign invested in US T-Bills before diversifying into bitcoin & gold. Tether is essentially undergoing the path of a surplus sovereign at lightning speed. TETHER HOLDS NOW OVER $23 BILLION IN GOLD 🥇 The company owns roughly [---] tonnes of bullion placing it among the worlds top [--] gold holders ahead of countries such as Australia the UAE Qatar South Korea and Greece. https://t.co/LLl2CdDts5 TETHER HOLDS NOW OVER $23 BILLION IN GOLD 🥇 The company owns roughly [---] tonnes"
X Link 2026-02-09T22:11Z 19.5K followers, [----] engagements
"Starting to think that the optimal playbook for Strategy is to issue more MSTR common stock above NAV in bull markets when everyones hungry for risk and more STRC when everyone is risk averse in bear markets. Rinse. Repeat"
X Link 2026-02-10T22:44Z 19.5K followers, [----] engagements
"Bitcoin is essentially Risk On or Risk Off. Always has been. This is unbelievable. $BTC has been literally mimicking the Software ETF for 5+ years now. https://t.co/pURciHbeuk This is unbelievable. $BTC has been literally mimicking the Software ETF for 5+ years now. https://t.co/pURciHbeuk"
X Link 2026-02-10T23:01Z 19.5K followers, [----] engagements
"We will discuss potential catalysts and the whole reflation playbook in our webinar TODAY. Don't miss out. Register now: https://bitwise.clickmeeting.com/bitcoin-macro-investor/register https://bitwise.clickmeeting.com/bitcoin-macro-investor/register"
X Link 2026-02-11T07:13Z 19.5K followers, [---] engagements
"Most bitcoin 'critics' today"
X Link 2026-02-11T15:34Z 19.5K followers, [----] engagements
"Bitcoin devs making progress on quantum Bitcoin just made a meaningful step toward future quantum resistance 💪 An updated version of BIP [---] has just been merged into the official Bitcoin BIP GitHub repository. The update introduces Pay-to-Merkle-Root (P2MR) a proposed new output type that omits Taproots Bitcoin just made a meaningful step toward future quantum resistance 💪 An updated version of BIP [---] has just been merged into the official Bitcoin BIP GitHub repository. The update introduces Pay-to-Merkle-Root (P2MR) a proposed new output type that omits Taproots"
X Link 2026-02-12T04:27Z 19.5K followers, [----] engagements
"GM ☕ This is probably the most important relative performance in tradfi to watch right now. A reversal in this trend not only means a structural DOWNTREND in the Dollar but - more importantly - also a structural UPTREND in commodities & inflation. PS: The $SPY / $VEU trade has already made new lows. https://twitter.com/i/web/status/2022182364797899135 https://twitter.com/i/web/status/2022182364797899135"
X Link 2026-02-13T05:33Z 19.5K followers, [----] engagements
"@Bitwise_Europe 🔥🔥🔥"
X Link 2026-02-13T12:00Z 19.6K followers, [---] engagements
"👀 JUS T IN: Brazils Congress reintroduces bill to create a Strategic Bitcoin Reserve allowing the country to acquire up to [--] million 🚀 https://t.co/jjsaSwy1jZ JUS T IN: Brazils Congress reintroduces bill to create a Strategic Bitcoin Reserve allowing the country to acquire up to [--] million 🚀 https://t.co/jjsaSwy1jZ"
X Link 2026-02-13T13:57Z 19.5K followers, [----] engagements
"@caueconomy interested in why you think that. @grok how do view the probability of this bill passing in 2026"
X Link 2026-02-13T14:07Z 19.5K followers, [---] engagements
"Based take -- Think we could see around +50% repricing to the upside in $BTC if we see a serious progress on the quantum front. Current 'quantum discount' is approximately 33% based on the relative performance between BTC/BCH. If we closed this discount it would hypothetically imply a rally by around 33/67 +49%. This is great to see. It only took Bitcoin hitting $60k for the industry to take the threat seriously. I believe that once consensus is reached we could see a violent 50100% repricing in a matter of weeks. I do wonder what the solutions are for Satoshi coins and other This is great to"
X Link 2026-02-13T15:33Z 19.6K followers, [----] engagements
"@CryptoNews_eth all kinds of discounts currently present in BTC - quantum discount macro discount etc"
X Link 2026-02-13T15:37Z 19.5K followers, [---] engagements
"@InNumerisSat @CryptoNews_eth Hahaha 😆"
X Link 2026-02-13T18:35Z 19.6K followers, [--] engagements
"@_Rob_Wallace GM ser really nice @BitwiseInvest cup you have there"
X Link 2026-02-14T14:44Z 19.6K followers, [---] engagements
"Historically no financial bubble pops in an abundant liquidity regime. ✅Global Money supply at ATH - growth rate highest since [----] ✅Chinese credit impulse at multiyear highs ✅US money supply growth reaccelerating / yield curve steepening ✅Fed not raising rates anytime soon / rather moving from QT to de facto QE It will pop eventually but not in [----]. https://twitter.com/i/web/status/2019486891851092154 https://twitter.com/i/web/status/2019486891851092154"
X Link 2026-02-05T19:02Z 19.6K followers, [----] engagements
"James OBeirne: Its kind of like running around being really really fearful for the airline industry that teleportation is [--] years away because we have the AIs thinking about how to do teleportation. TDay is coming. Is Quantum FUD BS with James O'Beirne SLP721 @jamesob Bitcoin developer joins me to discuss quantum hype vs reality developer trade-offs protocol upgrade challenges and what it means for self-custody UX and Bitcoins long-term adoption. (00:00) - Intro (00:46) - What is https://t.co/nBmHCvwDl2 Is Quantum FUD BS with James O'Beirne SLP721 @jamesob Bitcoin developer joins me to"
X Link 2026-02-15T06:15Z 19.6K followers, [----] engagements
"Thats the main reason why (precious-) metals have been mooning Debasement Trade Read #China @TgMacro https://t.co/SzQrG8dqrg Debasement Trade Read #China @TgMacro https://t.co/SzQrG8dqrg"
X Link 2026-02-04T08:02Z 19.6K followers, [----] engagements
"@ErikVoorhees lol"
X Link 2026-02-05T19:44Z 19.6K followers, [---] engagements
"@JamesEastonUK Hahaha 😆 challenge accepted"
X Link 2026-02-14T15:40Z 19.6K followers, [--] engagements
"@r8raq @BitwiseInvest So which one is it"
X Link 2026-02-14T19:19Z 19.6K followers, [---] engagements
"@r8raq @BitwiseInvest @grok you are my quantum computing expert now. Is RSA-2048 more or less vulnerable than SHA-256"
X Link 2026-02-14T19:36Z 19.6K followers, [---] engagements
"@Excellion Agree - this is what we have published in one of our reports as well - number of trades in global bitcoin ETPs has surpassed the number of native on-chain transactions"
X Link 2026-02-07T18:48Z 19.6K followers, [---] engagements
"MSTR seriously needs to work on their execution. They almost bought the pico top [--] weeks in a row"
X Link 2026-02-09T13:12Z 19.6K followers, [----] engagements
"Interesting:: The average duration of a BTC/Gold bear market is around [--] months. We are already checks notes [--] months in"
X Link 2026-01-26T14:59Z 19.6K followers, 263K engagements
"🔴 #Bitcoin seems to be pricing in a deep US recession but what if that recession simply doesnt materialise anytime soon Bitcoin is fundamentally a macro asset. Roughly 90% of its performance http://x.com/i/article/2021481053710360576 http://x.com/i/article/2021481053710360576"
X Link 2026-02-11T07:12Z 19.6K followers, [----] engagements
"Not sure who needs to hear this but it feels like #Bitcoin is still massively underpricing the current macro backdrop"
X Link 2026-02-12T14:54Z 19.6K followers, [----] engagements
"📌RE: CPI Release Not really a surprise there if you have been following the @truflation CPI number which has plummeted sub-1% already. IYKYK"
X Link 2026-02-13T13:46Z 19.6K followers, 28.9K engagements
"In the cited paper they analyse the risk for RSA-2048. Dont know who needs to hear this but RSA-2048 is significantly more vulnerable to quantum computers than bitcoins SHA-256. As Ive been saying were two orders of magnitude away. Are you feeling lucky As Ive been saying were two orders of magnitude away. Are you feeling lucky"
X Link 2026-02-14T15:49Z 19.6K followers, [----] engagements
"@thealepalombo Hey Ale what about capital gains and personal income tax"
X Link 2026-02-14T15:15Z 19.6K followers, [----] engagements
"Yes empirically there has been a relatively high correlation between BTC and software equities at times. There has also been a broader correlation with the S&P [---] and Nasdaq [---] US equity index http://x.com/i/article/2022943860423372800 http://x.com/i/article/2022943860423372800"
X Link 2026-02-16T17:01Z 19.6K followers, 19.9K engagements
"@david_eng_mba Think one of the most important players is missing in this analysis: the PBoC"
X Link 2026-02-17T05:29Z 19.6K followers, [---] engagements
"@BradleyDukeBTC @Bitwise_Europe Hahaha 😆"
X Link 2025-09-17T18:43Z 16.8K followers, [--] engagements
"@BradleyDukeBTC @Treehod123 @Bitwise_Europe Think we have aggregated these two groups previously in terms of the supply delta. Can update that chart as well and share"
X Link 2025-09-17T18:45Z 17.2K followers, [--] engagements
"@gazza_jenks @Bitwise_Europe Thank you so much Gareth - really enjoyed our conversation"
X Link 2025-09-18T07:21Z 17.2K followers, [---] engagements
"🔴# - As promised I will show different bitcoin model price forecasts over the coming weeks. They have all their advantages & disadvantages but I will also give you my [--] Sats and provide you with my personal assessment. Let's start with the most popular but probably most conservative model as well - The Power Law. 🧵 Developed by @hcburger1 and others it is a very elegant and simple model - which is good as it is consistent with Ockham's Razor. 📌How to calculate Price is simply a function of time passed since bitcoin's genesis. It is based on the empirical observation that many phenomena"
X Link 2025-09-19T04:44Z 16.8K followers, [----] engagements
"@Bitwise_Europe 🫡"
X Link 2025-09-19T04:45Z 17.2K followers, [---] engagements
"Aaaaaand another Bitcoin Treasury Company with more than [----] BTC on its balance sheet. As of today there are checks notes [--] public companies that hold at least 1k BTC. JUST IN: Dutch public company "Treasury" $TRSR buys an additional [---] #Bitcoin they now hold a total of [----] BTC 🔸Bitcoin [---] Ranking: 43🪜🔸 https://t.co/nhD4R3x6R7 JUST IN: Dutch public company "Treasury" $TRSR buys an additional [---] #Bitcoin they now hold a total of [----] BTC 🔸Bitcoin [---] Ranking: 43🪜🔸 https://t.co/nhD4R3x6R7"
X Link 2025-09-19T08:54Z 17.2K followers, [----] engagements
"@CryptoNews_eth @Bitwise_Europe @BitwiseInvest Thank you 🙏 Credit goes to @RealDigitalRay for organising all of this"
X Link 2025-09-19T10:22Z 17.2K followers, [---] engagements
"@BitcoinNewsCom Great article Is there any known timeline on the vote of the Bitcoin Bill"
X Link 2025-09-19T19:39Z 17.2K followers, [---] engagements
"US Treasury bond buybacks: Not QE but debt management. Key goals: Boost market liquidity smooth maturity peaks to avoid yield spikes free up dealer balance sheets. Often buys at discount = net savings or lower costs no losses for US Treasury. Helps cap borrowing expenses amid $35T+ debt However usually comes at the expense of shorter maturity issuances - long-term effect: overall debt maturity profile could decrease Second time in a row that US buys back debt and we dip https://t.co/4rY4cQsofz Second time in a row that US buys back debt and we dip https://t.co/4rY4cQsofz"
X Link 2025-09-19T20:07Z 16.6K followers, [----] engagements
"@InNumerisSat Or maybe to counteract the tariff impact"
X Link 2025-09-22T00:40Z 17.2K followers, [--] engagements
"@pG6Z5GbT_U2rvL what do you mean exactly"
X Link 2025-09-22T04:38Z 16.8K followers, [--] engagements
"@Kosanovic_V @AlexandreLaizet @_ALCPB Metaplanet is #5 - ahead of Bullish"
X Link 2025-09-22T07:10Z 17K followers, [---] engagements
"Probably nothing Now thats what I call an increase in BTC Yield Now thats what I call an increase in BTC Yield"
X Link 2025-09-22T07:22Z 17K followers, [----] engagements
"@BitcoinNewsCom @CalebFranzen doesn't make sense in my view - inflationary rate cuts are way more bullish than disinflationary rate cuts b/c they imply falling real yields and looser financial conditions which are unequivocally more bullish than rising real yields for bitcoin. 🙂"
X Link 2025-09-22T12:20Z 16.8K followers, [---] engagements
"REKT: 3rd biggest long bitcoin futures liquidations in 2025"
X Link 2025-09-22T12:34Z 17K followers, [----] engagements
".and yet they are cutting rates. The fact that inflation is reaccelerating across the board is not sth new and it will become even more extreme. Remember that the Fed's bias will change even more in May [----]. Real yields have been going down and this trend will likely continue imo = bullish BTC"
X Link 2025-09-22T12:58Z 17K followers, [--] engagements
"@PiQSuite @bitwise thanks for sharing Sir"
X Link 2025-09-22T13:53Z 17.1K followers, [--] engagements
"📌NOTE: One of the biggest macro 'cheat codes' is the fact that changes in US financial conditions tend to LEAD bitcoin's performance. That's why I personally think that Fed cuts will most likely prolong the current rally well into [----]. "Look through the matrix""
X Link 2025-09-23T12:22Z 17K followers, [----] engagements
"JUST IN: Dennis Porter launches campaign with Ian Calderon - former majority leader of the state of California - "make CA the Bitcoin capital of the country". Calderon: "All in on Bitcoin since the beginning.""
X Link 2025-09-23T15:10Z 17.1K followers, [---] engagements
"Calderon: "California should be holding bitcoin on its balance sheet.""
X Link 2025-09-23T15:12Z 17.1K followers, [---] engagements
"@pahueg Yes - equities like MSTR MARA and COIN"
X Link 2025-09-24T05:44Z 17K followers, [--] engagements
"@_donazoff basket consists of equities that are fundamentally related to Bitcoin across various segments: e.g. bitcoin mining digital payments crypto investment blockchain technology"
X Link 2025-09-24T05:45Z 17K followers, [--] engagements
"@PiQSuite @Bitwise_Europe Thanks for sharing Sir 🫡"
X Link 2025-09-24T11:56Z 17K followers, [--] engagements
"@BradleyDukeBTC @Raph_Bloch @Bitwise_Europe @CoinSharesCo @21shares @BitwiseInvest"
X Link 2025-09-24T19:26Z 16.8K followers, [--] engagements
"@bramk Bitcoin sensitive equities like bitcoin miners are already rallying significantly suggesting that bitcoin could follow suit"
X Link 2025-09-25T07:56Z 16.9K followers, [---] engagements
"@bramk So you think its unlikely that the Dutch parliament establishes an SBR anytime soon"
X Link 2025-09-25T07:59Z 16.9K followers, [--] engagements
""This time is different" .are known to be the most expensive words in financial history. But this #bitcoin cycle does look different: 1% of HODLed coins is as high as it was at the beginning of the last bull market. 2% of illiquid supply is at multi-year highs. 3% of supply on exchanges is at multi-year lows. This is not how the end of the bull market looks like - this is rather how the BEGINNING of a cycle looks like"
X Link 2025-09-25T12:18Z 16.6K followers, [----] engagements
"@pG6Z5GbT_U2rvL Net derivatives exposure to bitcoin is fairly negligible based on the data Im looking at"
X Link 2025-09-25T12:51Z 16.8K followers, [--] engagements
"At the end of the OP_RETURN debate we will only remember the calmness of Jimmy sitting on his porch"
X Link 2025-09-25T21:27Z 16.8K followers, [---] engagements
"🔴UPDATE: Think we are in the process of bottoming out. We have hit "extreme fear" on an intraday basis twice this week already and the market has remained relatively resilient around $108k in #bitcoin which happens to be the short-term holder cost basis as well. Personally think it's an attractive opportunity to increase exposure to $BTC again"
X Link 2025-09-26T14:53Z 16.8K followers, [----] engagements
"@CarlBMenger Source of chart: @Bitwise_Europe"
X Link 2025-09-26T19:22Z 16.8K followers, [---] engagements
"@SaniExp That means like only around 4M single users worldwide do self-custody 😳"
X Link 2025-09-28T19:42Z 16.8K followers, [---] engagements
"🔥ATTENTION: Net exchange outflows by whales have just hit the highest level since December [----] Over the past week BTC whales have sent -47.2k BTC off exchange on a net basis according to data provided by @glassnode. Are whales buying the dip"
X Link 2025-09-29T09:34Z 16.8K followers, [----] engagements
"@SaniExp @glassnode I knew you would ratio me on that Sani What's your take on recent whale exchange transfers"
X Link 2025-09-29T10:21Z 16.8K followers, [--] engagements
"Why are DRAM prices going parabolic Asking for a friend"
X Link 2025-09-29T13:55Z 16.7K followers, [---] engagements
"@btcjvs This. Think once the precious metals rally ends bitcoin's rally starts"
X Link 2025-09-29T15:54Z 16.8K followers, [---] engagements
"Just heard some Uber-bullish intel from the Skandis and I can tell you -- You are not even remotely bullish enough on #bitcoin. Could be one of the key catalysts in Q4"
X Link 2025-09-30T07:41Z 16.8K followers, [----] engagements
"FWIW -- Think there is significant upside surprise potential in the ISM release today. Earnings revision ratios imply an ISM [--] while consensus still expects the ISM to contract in September (exp. 49.0)"
X Link 2025-10-01T03:44Z 16.8K followers, [----] engagements
"📌RE: Gold FWIW - think the rally is long in the tooth now. Fractal dimension signal is about to be triggered which means there is too much herding and group think in gold right now. -- Could be the start for a risk on rally and rotation into #bitcoin. *Personal opinion. Not investment advice. As always DYOR"
X Link 2025-10-01T03:52Z 16.8K followers, [----] engagements
"*** FOLLOW UP: #Bitcoin is already up more than +10k USD since this post 👇 🔴UPDATE: Think we are in the process of bottoming out. We have hit "extreme fear" on an intraday basis twice this week already and the market has remained relatively resilient around $108k in #bitcoin which happens to be the short-term holder cost basis as well. Personally https://t.co/9s7MzO21TC 🔴UPDATE: Think we are in the process of bottoming out. We have hit "extreme fear" on an intraday basis twice this week already and the market has remained relatively resilient around $108k in #bitcoin which happens to be"
X Link 2025-10-02T15:37Z 16.8K followers, [----] engagements
"Gold down / Bitcoin up Let the FOMO begin 📌RE: Gold FWIW - think the rally is long in the tooth now. Fractal dimension signal is about to be triggered which means there is too much herding and group think in gold right now. -- Could be the start for a risk on rally and rotation into #bitcoin. *Personal opinion. https://t.co/UR8ftGf71r 📌RE: Gold FWIW - think the rally is long in the tooth now. Fractal dimension signal is about to be triggered which means there is too much herding and group think in gold right now. -- Could be the start for a risk on rally and rotation into #bitcoin."
X Link 2025-10-02T15:48Z 16.8K followers, [----] engagements
"I would say 132k USD by end of next week. 10-delta option strike from Fridays close. Plan accordingly"
X Link 2025-10-03T17:47Z 16.8K followers, [----] engagements
"and the US Treasury-bitcoin parity is $1.4M. The problem with bitcoin still trading at $0.1M is that bitcoin-gold parity is $1.2M. The problem with bitcoin still trading at $0.1M is that bitcoin-gold parity is $1.2M"
X Link 2025-10-03T20:07Z 16.8K followers, [----] engagements
"📌Top hedge fund performances YTD. Bitcoin YTD: 24.4% Bitcoin is the hurdle rate"
X Link 2025-10-03T21:23Z 16.7K followers, [----] engagements
"@bitcoin_hotel Hahaha - stack Sats stay calm and chill at the beach"
X Link 2025-10-04T09:51Z 16.8K followers, [---] engagements
"@SantiagoAuFund Hear me out Fed buys all government bonds at par (100). Converts them to zero coupon perpetuities. Market value = [--] / still holds them at par value (book value) = [---] Reset"
X Link 2025-10-04T19:36Z 16.8K followers, [----] engagements
"Think you have provided the solution to that issue yourself - they can simply reduce interest rates to 0% as well. That being said the Fed can technically run a loss ad infinitum so there is no need to adjust interest rates in the first place. There could be second-order effects though like decline in trust in the Dollar etc. but I think that could be a technical solution to nothing stops this train if you want to avoid either outright default or default via devaluation"
X Link 2025-10-04T21:16Z 16.7K followers, [---] engagements
"Agree on the 1st point - they could even lower the FFR to 0% but still maintain a positive spread with a slightly higher IOER rate in order to absorb excess liquidity. But I dont think that the Treasury will make up for the Feds negative earnings - the Fed will just discontinue to send remittances to the Treasury - this has been happening since September [----] essentially"
X Link 2025-10-04T21:34Z 16.8K followers, [---] engagements
"To sum up Fed buys all bonds at par converts them to zero coupon perpetuities. No interest income - reduce FFR to zero to avoid significant accounting shortfall (but not necessary). Meanwhile pay own liabilities via money creation. Reset without default. Effects on the Dollar and overall trust in banking system uncertain though. Treasury could also recapitalise the Fed via new debt issuances since all previous debts have been cancelled anyway. Train stopped. New cycle starts. 🙂"
X Link 2025-10-04T21:53Z 16.8K followers, [---] engagements
"Agree on the entitlement systems like pension liabilities - that is another - probably even bigger - elephant in the room. Also agree that this move would most likely be inflationary - so good for hard assets. In any event all roads lead to bitcoin (again). Its just a question of timeline Pull the reset forward with an instant debt jubilee via the Fed or gradually reduce the value of debt via high inflation and financial repression/negative real rates over the long term"
X Link 2025-10-04T22:19Z 16.7K followers, [---] engagements
"@2dogs1chic @BitcoinFan7 @Portcitybob Im intrigued how are you paying the interest With your monthly salary only"
X Link 2025-10-05T19:36Z 16.6K followers, [---] engagements
"@Laurastacksats Sounds like Bitcoin Knots"
X Link 2025-10-05T20:09Z 16.6K followers, [--] engagements
"Serious question: Why do you need to upgrade to either Core v30 or Knots in the 1st place I dislike spamming as much as I dislike censorship"
X Link 2025-10-05T20:38Z 16.6K followers, [----] engagements
"@btcjvs @mikealfred Retail apeing into bitcoin over the weekend you reckon"
X Link 2025-10-05T21:15Z 16.6K followers, [---] engagements
"Great chart by @dlawant at Falcon X: IBIT options open interest have now surpassed Deribit BTC options open interest. as David writes: ". center of gravity is starting to shift to TradFi venues just like in other corners of the market.""
X Link 2025-10-06T03:52Z 16.6K followers, [----] engagements
"GM from Europe ☕ Last week saw the highest weekly net inflows into global cryptoasset ETPs ever recorded Here is the complete breakdown (in bn USD): BTC: +3.49 bn ETH: +1.49 bn Alts ex ETH: +0.68 bn Baskets & Thematics: [------] bn Total: +5.66 bn"
X Link 2025-10-06T04:21Z 16.6K followers, [----] engagements
"ETFs have taken sizeable chunk of bitcoin transaction volumes off chain BTC is at all time high and the blocks are completely empty. https://t.co/bwN1LUx3YZ BTC is at all time high and the blocks are completely empty. https://t.co/bwN1LUx3YZ"
X Link 2025-10-06T05:26Z 16.6K followers, [----] engagements
"What is one of the biggest Ponzi schemes that almost everyone deems safe Germany has proposed raising the retirement age to [--] to prevent the collapse of the pension system per Reuters Germany has proposed raising the retirement age to [--] to prevent the collapse of the pension system per Reuters"
X Link 2025-10-06T20:34Z 16.8K followers, [----] engagements
"@AndreasSteno Yupp - I call it the Bitcoin-Bond-Conundrum: 🚨 The Bitcoin-Bond Conundrum 🚨 Most investorsand even Bitcoin analystsare missing a critical blind spot. It explains why central banks are actively contemplating about diversifying parts of their reserves into Bitcoin. Once you see this you can't unsee. 1/ 🧵👇 🚨 The Bitcoin-Bond Conundrum 🚨 Most investorsand even Bitcoin analystsare missing a critical blind spot. It explains why central banks are actively contemplating about diversifying parts of their reserves into Bitcoin. Once you see this you can't unsee. 1/ 🧵👇"
X Link 2025-10-06T20:38Z 16.6K followers, [----] engagements
"🔥OFFICIAL: Funds & Public Companies have now bought more bitcoins in [----] than in [----] As of 08/10/2025 global bitcoin ETPs & public companies have acquired [------] bitcoins which is equivalent to checks notes [---] x times the new supply of bitcoins in [----]. HUGE"
X Link 2025-10-08T05:08Z 16.8K followers, [----] engagements
"🔴UPDATE: Fractal Dimension has now clearly been triggered. ELI5: Investors are panic-buying gold as if there is no tomorrow. Expect at least a temporary pull-back. Wouldn't be surprised if some of that hard-money-seeking capital rotated into #bitcoin. *NFA. DYOR. No stopping the price of gold for now: Up more than 50% so far this year it has more than doubled over the past two years. Consistent buying by some foreign central baks is being reinforced by growing institutional and retail allocations and a more volatile speculative overlay. https://t.co/nV1CcQlIlP No stopping the price of gold"
X Link 2025-10-08T07:45Z 16.7K followers, [----] engagements
"Correlations between Bitcoin and Gold are turning positive as we speak meaning that the rally in gold is starting to affect cryptoassets positively as well. 🔴UPDATE: Fractal Dimension has now clearly been triggered. ELI5: Investors are panic-buying gold as if there is no tomorrow. Expect at least a temporary pull-back. Wouldn't be surprised if some of that hard-money-seeking capital rotated into #bitcoin. *NFA. DYOR. https://t.co/tEhyCv0wQY 🔴UPDATE: Fractal Dimension has now clearly been triggered. ELI5: Investors are panic-buying gold as if there is no tomorrow. Expect at least a temporary"
X Link 2025-10-08T07:50Z 16.7K followers, [----] engagements
"@OrangeSurfBTC Just ask yourself - when did US spot bitcoin ETFs launch Then you have your answer"
X Link 2025-10-08T10:12Z 16.7K followers, [---] engagements
"Just ask yourself - when did US spot bitcoin ETFs launch Then you have your answer. Sub [--] sat/vB summer will be studied by generations to come https://t.co/j1mrCuPcdL Sub [--] sat/vB summer will be studied by generations to come https://t.co/j1mrCuPcdL"
X Link 2025-10-08T10:12Z 16.7K followers, [----] engagements
"🔴Gold at ATH Bitcoin at ATH S&P [---] at ATH - what's behind this market phenomenon Join us TOMORROW for @Bitwise_Europe 's Bitcoin Macro Investor with @Matt_Hougan @BradleyDukeBTC and myself as we analyse the most important macro charts and trends for #Bitcoin & cryptoassets. Don't miss it"
X Link 2025-10-08T14:13Z 16.7K followers, [----] engagements
"@solvequiK @Bitwise_Europe @Matt_Hougan @BradleyDukeBTC"
X Link 2025-10-08T16:24Z 16.8K followers, [--] engagements
"@coryklippsten @level39 @FlashCharts @dgt10011 @LynAldenContact and MSTRs mNAV is highly correlated with the BTC basis rate: NOTE: Declining $MSTR mNAV is usually indicative of lower $BTC performance expectations (expressed via the BTC Basis Rate). What is interesting though is that the mNAV of [----] is consistent w/ the basis of around 7.1%. So MSTR's lower mNAV appears to reflect the lower BTC https://t.co/gdS4FHIgnj NOTE: Declining $MSTR mNAV is usually indicative of lower $BTC performance expectations (expressed via the BTC Basis Rate). What is interesting though is that the mNAV of 1.36"
X Link 2025-10-09T03:28Z 16.7K followers, [---] engagements
"ECB: "Bitcoin has no intrinsic value." LUX sovereign wealth fund: "We beg to differ.""
X Link 2025-10-09T12:43Z 16.7K followers, [----] engagements
"NOTE: Dont know who needs to hear this but you dont need a [--] trillion Dollar capital inflow to reprice bitcoin up by +1 trillion Dollars in market cap. 1) MVRV implies a multiplier of 2.2x on realized cap 2) prices are determined on exchanges on the back of [---] mn coins only (14% of supply) not all [--] mn coins in circulation"
X Link 2025-10-09T18:11Z 16.7K followers, [----] engagements
"@coryklippsten @LynAldenContact @dgt10011 @Checkmatey Tend to agree. At least there is a coincidence between US business cycle troughs based on the ISM Manufacturing Index and Bitcoin Halving Events. [----] [----] [----] have all coincided with local bottoms in the ISM. [----] as well (when we had the BTC bear market and no Halving)"
X Link 2025-10-10T03:30Z 16.7K followers, [----] engagements
"This . Capital could start to rotate back from gold to bitcoin again. Prepare accordingly. The blow off has ended. We might make another high or maybe even another leg higher. But expect a large trading range for the next year or so. $GC_F https://t.co/QNZQs0hoBE The blow off has ended. We might make another high or maybe even another leg higher. But expect a large trading range for the next year or so. $GC_F https://t.co/QNZQs0hoBE"
X Link 2025-10-10T04:42Z 16.7K followers, [----] engagements
"@IIICapital Think this will be the order in terms of performance over the next 6-12 months: [--]. BTCTCs [--]. Bitcoin [--]. AI [--]. Gold"
X Link 2025-10-10T05:34Z 16.7K followers, [---] engagements
"📌Bitcoin vs Gold It's all just one big trade: Risk On or Risk Off"
X Link 2025-10-10T07:49Z 16.7K followers, [----] engagements
"@YoGurtBTC @CampeonBitcoin The BTC/Gold z-Score looks a bit stretched to the downside. So I think well bounce up from here. Think the performance leadership will change in favour of bitcoin over the coming 6-12 months supported by monetary policy easing and positive risk appetite"
X Link 2025-10-10T07:54Z 16.7K followers, [--] engagements
"@grok @CampeonBitcoin looks like BTC/Gold leads changes in traditional financial markets (cross asset risk appetite) so it foretells a risk off period in tradfi. That being said I think the BTC/Gold-ratio itself already looks oversold"
X Link 2025-10-10T08:04Z 16.7K followers, [--] engagements
"💥BOOM: Our intraday Cryptoasset Sentiment Index just generated a strong contrarian buying signal The index reached an intraday low of [----] standard deviations - its lowest level since the "Yen Carry Trade Unwind" in the summer of [----]. Stack accordingly"
X Link 2025-10-11T02:10Z 16.8K followers, 10.6K engagements
"@Bitwise_Europe 👀"
X Link 2025-10-11T02:26Z 16.7K followers, [---] engagements
"@johnnysharp @JoshMandell6 Yes - it is featured every Monday morning in our weekly @Bitwise_Europe Crypto Market Compass publication"
X Link 2025-10-11T03:14Z 16.7K followers, [---] engagements
"@grok @CampeonBitcoin sounds about right"
X Link 2025-10-11T03:14Z 16.7K followers, [---] engagements
"@coryklippsten Remember Kaspa is the next bitcoin 🤡"
X Link 2025-10-11T10:20Z 16.7K followers, [---] engagements
"The last time sentiment was this bearish was on the 5th of August 2024: $BTC nearly doubled within a year 🤯 #Bitcoin forward performance after that Low on Aug [--] 2024: $54009 1M: +7.4% 3M: +63.6% 6M: +43.0% 12M: +83.6% Ignore this at your own peril. 💥BOOM: Our intraday Cryptoasset Sentiment Index just generated a strong contrarian buying signal The index reached an intraday low of [----] standard deviations - its lowest level since the "Yen Carry Trade Unwind" in the summer of [----]. Stack accordingly. https://t.co/7iLz4j7xWp 💥BOOM: Our intraday Cryptoasset Sentiment Index just generated a"
X Link 2025-10-11T14:37Z 16.7K followers, [----] engagements
"I hate to break it to you but if you think the bull market is over with such a downside wick and epic liquidation flush out youre NGMI"
X Link 2025-10-11T18:16Z 16.8K followers, [----] engagements
"📣MEET ME AT @blockworksDAS I will be attending the Digital Asset Summit [----] in London tomorrow alongside other Bitwisers like @BradleyDukeBTC @Matt_Hougan and @RasterlyRock DM if you would like to meet up"
X Link 2025-10-12T06:00Z 16.8K followers, [----] engagements
"GM ☕ Did you buy the dip 💥BOOM: Our intraday Cryptoasset Sentiment Index just generated a strong contrarian buying signal The index reached an intraday low of [----] standard deviations - its lowest level since the "Yen Carry Trade Unwind" in the summer of [----]. Stack accordingly. https://t.co/7iLz4j7xWp 💥BOOM: Our intraday Cryptoasset Sentiment Index just generated a strong contrarian buying signal The index reached an intraday low of [----] standard deviations - its lowest level since the "Yen Carry Trade Unwind" in the summer of [----]. Stack accordingly. https://t.co/7iLz4j7xWp"
X Link 2025-10-13T03:07Z 16.8K followers, [----] engagements
"@gazza_jenks @Bitwise_Europe @Cointelegraph Really enjoyed our conversation Gareth Onward and upwards"
X Link 2025-10-13T16:11Z 16.8K followers, [--] engagements
"Personally I wouldn't pay too much attention to the latest trade spat. Trade policy uncertainty has essentially peaked in April and has been trending lower ever since. That means the negative effect on global growth expectations also peaked back then and has been improving. Trust the trend"
X Link 2025-10-14T15:16Z 16.8K followers, [----] engagements
"📣 I will be attending the @EBlockchainCon in Barcelona tomorrow alongside other Bitwisers like @BradleyDukeBTC and @Matt_Hougan DM if you would like to meet up #Bitcoin #Blockchain #Macro #Investing @Bitwise_Europe @BitwiseInvest"
X Link 2025-10-15T06:00Z 16.8K followers, [---] engagements
"📌LATEST BofA Fund Manager Survey: The average portfolio allocation in cryptoassets among global fund managers is only 0.4%. (The optimised allocation is closer to 5%.) Looks like were still early"
X Link 2025-10-15T08:25Z 16.8K followers, [---] engagements
"@CampeonBitcoin It means that while there might be temporary divergences between #bitcoin and global money supply the relationship is likely going to reassert itself over the medium- to long-term ie a catch-up of bitcoin to global money supply is likely going to happen"
X Link 2025-10-15T09:51Z 16.8K followers, [--] engagements
"At $1M its much harder to accumulate bitcoin than it is at $0.1M. Youre welcome for stating the obvious but its [--] x harder. Stack accordingly"
X Link 2025-10-15T11:29Z 16.8K followers, [----] engagements
"@DzambhalaHODL Its in the middle though 😄"
X Link 2025-10-15T13:04Z 16.8K followers, [---] engagements
"@jsblokland French bond yields about to find out is what Im thinking"
X Link 2025-10-15T13:08Z 16.8K followers, [---] engagements
""How can Paxos accidentially just mint [---] trillion $ with no equivalent reserves" Meanwhile central banks:"
X Link 2025-10-16T14:37Z 16.8K followers, [----] engagements
"Looks like a new regional banking crisis in the making. people should buying bitcoin hand-over-fist"
X Link 2025-10-16T17:01Z 16.8K followers, [----] engagements
"This The gold bubble is going to pop into bitcoin. Its a yellow rock thats not perfectly scarce or portable over the internet. The gold bubble is going to pop into bitcoin. Its a yellow rock thats not perfectly scarce or portable over the internet"
X Link 2025-10-16T19:38Z 16.8K followers, 11.5K engagements
"@pG6Z5GbT_U2rvL yeah what if"
X Link 2025-10-16T19:46Z 16.8K followers, [--] engagements
"GM ☕ Bitcoin is doing its decoupling thing again"
X Link 2025-10-17T03:16Z 16.8K followers, [----] engagements
"Think we have already seen a significant capitulation in crypto asset sentiment already. I think its TradFi sentiment thats doing the catch up here to the downside thats why I think the downside in bitcoin and other major crypto assets is relatively limited. If anything another regional banking crisis in the US makes the case for bitcoin in particular even stronger. I think these prices are already fire sale prices"
X Link 2025-10-17T03:37Z 16.8K followers, [--] engagements
"#Brazil markets steady after savage sell-off but outlook remains uncertain $BRLUSD $Bovespa via @FT https://www.ft.com/content/b88e57d2-7645-3599-a020-862a3e838d73 https://www.ft.com/content/b88e57d2-7645-3599-a020-862a3e838d73"
X Link 2017-05-22T07:34Z 18K followers, [--] engagements
"The fundamental drivers for an economic downturn basically have been in place since Feb [----] - the peak of the current financial cycle. The upcoming Sino-US trade tensions are just a catalyst not the underlying cause. #trade #tariffs #economy https://x.com/Andre_Dragosch/status/977073328539209729 Analysts react to brewing US-China trade war https://t.co/KyZf62hnxo via @fastFT https://x.com/Andre_Dragosch/status/977073328539209729 Analysts react to brewing US-China trade war https://t.co/KyZf62hnxo via @fastFT"
X Link 2018-03-23T06:47Z 14.3K followers, [--] engagements
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