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@cointradernik "Guys its broadly all just one trade My expectation from here is that the dollar weakens - USDCNH cycles lower - financial conditions continue to ease - central banks ex. Big X begin expanding their balance sheets after X years of contraction - manufacturing cycle continues its recovery - copper outperforms gold - emerging markets (risk) outperform the FTSE (safety) - and yes shitcoins (risk) outperform BTC (safety) Will be rotating more BTC into alts over the next week or so and only rotating back out / going risk-off if DXY reclaims 110"
@cointradernik Avatar @cointradernik on X 2025-02-07 10:22:25 UTC 110.1K followers, 163.6K engagements

"If meme lines continue to basically play out then window of weakness from now until either mid-Aug or early Sept probably somewhere in between Dont think we get a very deep correction given we havent actually come very far but now fully expect $500bn+ on OTHERS in and $5trn+ on TOTAL in Q4"
@cointradernik Avatar @cointradernik on X 2025-07-22 06:20:45 UTC 110.1K followers, 8724 engagements

"People are taking this tweet very seriously lmfao"
@cointradernik Avatar @cointradernik on X 2025-07-28 13:07:07 UTC 110.1K followers, 3430 engagements

"This weeks Market Outlook is now available👇 Pretty light start to the week on the data front but weve got an ECB rate decision and lots of growth data into the weekly close Ive covered $BTC $ETH $XAU $SPX and $CL Enjoy the read 🫡"
@cointradernik Avatar @cointradernik on X 2025-07-21 12:43:07 UTC 110.1K followers, 30.9K engagements

"$40bn BTC OI vs $37bn Others OI Maybe a few days away from a big flush before continuation higher"
@cointradernik Avatar @cointradernik on X 2025-07-21 14:25:06 UTC 110.1K followers, 31.5K engagements

"As per this weeks Outlook bought some downside protection on equities today for upside captured since early April If it expires worthless so be it its been a hell of a trade and I still see more upside into year-end but think the recent tariff certainty + sentiment + positioning + seasonality finally gives me cause for short-term concern into August 🫡"
@cointradernik Avatar @cointradernik on X 2025-07-23 20:56:13 UTC 110.1K followers, 6294 engagements

"Checking in on random numbers for BTC Pi Cycle Top MA currently at $175k ish + prediction of crossover is Nov 2026 at $350k+ LTH NUPL v subdued relative to prior two local tops this cycle and very much lower than prior cycle tops Power Law Fractal = uponly.exe apparently into year-end LTH MVRV also still subdued relative to prior two local tops (if someone has a vol-adjusted version of this pls link)"
@cointradernik Avatar @cointradernik on X 2025-07-22 07:14:03 UTC 110.1K followers, 7771 engagements

"@TickleMissle Worst case scenario $225bn in the next few days as outlined in the Outlook but positioning in alts specifically is really not suggestive of a deeper pullback than weve already had from the May high"
@cointradernik Avatar @cointradernik on X 2025-06-03 14:06:54 UTC 110.1K followers, XXX engagements

"Galaxy sold $9bn without a Saylor bid and were at $119k lmfao"
@cointradernik Avatar @cointradernik on X 2025-07-28 12:02:15 UTC 110.1K followers, 124.5K engagements