#  @0xbrel 0xsimba ⌘ (🌸, 🌿) 🛸 0xsimba ⌘ (🌸, 🌿) 🛸 posts on X about crypto, flow, money, $60k the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1448880432569802758/interactions)  - [--] Week [------] -37% - [--] Month [-------] +5,647% - [--] Months [-------] +10,826% - [--] Year [-------] +5,366% ### Mentions: [--] [#](/creator/twitter::1448880432569802758/posts_active)  - [--] Week [---] -5.70% - [--] Month [-----] +1,005% - [--] Months [-----] +1,546% - [--] Year [-----] +1,577% ### Followers: [-----] [#](/creator/twitter::1448880432569802758/followers)  - [--] Week [-----] +3.40% - [--] Month [-----] +24% - [--] Months [-----] +27% - [--] Year [-----] +33% ### CreatorRank: [-------] [#](/creator/twitter::1448880432569802758/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 69.31% [cryptocurrencies](/list/cryptocurrencies) #4505 [stocks](/list/stocks) 17.93% [exchanges](/list/exchanges) #1935 [technology brands](/list/technology-brands) 10.69% [countries](/list/countries) 7.24% [financial services](/list/financial-services) #2746 [currencies](/list/currencies) 2.41% [social networks](/list/social-networks) 1.72% [vc firms](/list/vc-firms) 0.69% **Social topic influence** [crypto](/topic/crypto) #2988, [flow](/topic/flow) #1935, [money](/topic/money) 14.14%, [$60k](/topic/$60k) #202, [liquidity](/topic/liquidity) #673, [$330m](/topic/$330m) #6, [exchanges](/topic/exchanges) #229, [sentiment](/topic/sentiment) #614, [coinbase](/topic/coinbase) #279, [onchain](/topic/onchain) #1312 **Top accounts mentioned or mentioned by** [@bitfinexreplies](/creator/undefined) [@tedpillows](/creator/undefined) [@cryptorover](/creator/undefined) [@milkroad](/creator/undefined) [@lynaldencontact](/creator/undefined) [@henrikzeberg](/creator/undefined) [@araistotle_jr](/creator/undefined) [@quintenfrancois](/creator/undefined) [@lookonchain](/creator/undefined) [@wiseadvicesumit](/creator/undefined) [@nansenai](/creator/undefined) [@jampzey](/creator/undefined) [@coinbureau](/creator/undefined) [@moneymenpod](/creator/undefined) [@truthslicer](/creator/undefined) [@exitpumpbtc](/creator/undefined) [@arthur0x](/creator/undefined) [@hhorsley](/creator/undefined) [@larkdavis](/creator/undefined) [@ashcrypto](/creator/undefined) **Top assets mentioned** [Coinbase Global Inc. (COIN)](/topic/coinbase) [BlackRock Inc (BLK)](/topic/blackrock) [Bitcoin (BTC)](/topic/bitcoin) ### Top Social Posts Top posts by engagements in the last [--] hours "@exitpumpBTC Bearish book but Coinbase still holding bid. US vs offshore divergence continues. Fragile" [X Link](https://x.com/0xbrel/status/2023021280908480900) 2026-02-15T13:07Z [----] followers, [----] engagements "@QuintenFrancois Internet [----] is the right analogy. BTC users vs Internet users at same adoption curve. Question: How long until "Google moment" Infrastructure proved it works Feb [--]. Now needs killer app for normies. Chart shows early. Very early" [X Link](https://x.com/0xbrel/status/2023136231509422230) 2026-02-15T20:44Z [----] followers, [---] engagements "Signal #1: IBIT vs MicroStrategy 784k BTC (IBIT) vs 709k BTC (MSTR) Retail loved the MSTR leverage play. Institutions want pure exposure through ETFs. The real capital isn't trading it's accumulating" [X Link](https://x.com/0xbrel/status/2013632860234682645) 2026-01-20T15:21Z [----] followers, [--] engagements "Buy the dip or wait for lower CASE FOR NOW: ✅ $235M leaving exchanges ✅ Smart traders 14.9X normal buying ✅ Liquidations mostly flushed ✅ Macro event not crypto weakness CASE TO WAIT: ⚠ Iran could escalate further ⚠ Oil prices still elevated ⚠ BTC no clear support yet Answer: DCA not FOMO. https://twitter.com/i/web/status/2016963699576103073 https://twitter.com/i/web/status/2016963699576103073" [X Link](https://x.com/0xbrel/status/2016963699576103073) 2026-01-29T19:56Z [----] followers, [---] engagements "The smart money playbook: 🎯 1st buy: NOW (30-40% of position) Catch bounce if it comes 🎯 2nd buy: $82K BTC / $2600 ETH If geopolitics worsen 🎯 3rd buy: $78K BTC / $2400 ETH Capitulation wick (if happens) DCA FOMO. EVERY. SINGLE. TIME" [X Link](https://x.com/0xbrel/status/2016963701727707142) 2026-01-29T19:56Z [----] followers, [---] engagements "@lookonchain This is the data everyone needs to see. $142M -$129M. $87M -$22M. Pattern: leverage + conviction = destruction. Now Fear [--] $2.58B liquidated total. The market just taught [--] expensive lessons. Survival leverage" [X Link](https://x.com/0xbrel/status/2017889530682945589) 2026-02-01T09:15Z [----] followers, [---] engagements "THIS is why Warsh will cut aggressively. T ruflation 0.86% vs CPI 2.5% = 3X divergence. Same divergence explains metals crash (-13% gold -27% silver) markets pricing NO debasement. Problem: Cuts WITHOUT QE liquidity stays tight. BTC -$1.9B ETF flows = pricing restrictive policy that's ending. Mispricing is the opportunity imo https://twitter.com/i/web/status/2017981356949618860 https://twitter.com/i/web/status/2017981356949618860" [X Link](https://x.com/0xbrel/status/2017981356949618860) 2026-02-01T15:20Z [----] followers, [---] engagements "This explains the Truflation divergence @MilkRoad Road posted. Official CPI 2.5% Truflation 0.86% lower income 3.1%. Different baskets = different realities. Top 20% (discretionary) sees deflation. Bottom 40% (necessities) feels inflation. Fed policy targets aggregate misses distribution. Warsh cuts help who https://twitter.com/i/web/status/2018051539579920893 https://twitter.com/i/web/status/2018051539579920893" [X Link](https://x.com/0xbrel/status/2018051539579920893) 2026-02-01T19:59Z [----] followers, [--] engagements "Product destroying it. Stock getting destroyed. Same pattern as crypto overall: Utility growing ✅ Price collapsing ❌ $10T stablecoin volume in January. Annualized = $120T. That's 40X crypto's total market cap ($3T). Stablecoins is the real crypto product. If regulation comes Circle stock should be way higher Currently pricing in failure. Market wrong here. Dan right on TAM. https://twitter.com/i/web/status/2018556349529952480 https://twitter.com/i/web/status/2018556349529952480" [X Link](https://x.com/0xbrel/status/2018556349529952480) 2026-02-03T05:25Z [----] followers, [----] engagements "This is Cross-asset carnage. Tech -2.2% crypto -30% YTD Iran tensions rising. This is what Alistair said; BTC tracking Nasdaq until real demand shows up. Nasdaq down = BTC down. No independent bid yet. All risk assets moving together. Pure correlation zero conviction. Risk-off = everything bleeds. https://twitter.com/i/web/status/2019106066546438408 https://twitter.com/i/web/status/2019106066546438408" [X Link](https://x.com/0xbrel/status/2019106066546438408) 2026-02-04T17:49Z [----] followers, [----] engagements "This. Everyone today: "Most oversold since FTX" Emperor: "Oversold is not a bottom in bear market" I learned this TODAY. Feb 2: ETF flows +$561M said trigger hit Feb 4: ETF flows -$88M back negative One day oversold bounce doesn't change the trend. Emperor's right: Patience oversold duration. That's the game. Survive longer than the oversold lasts. https://twitter.com/i/web/status/2019157931745591552 https://twitter.com/i/web/status/2019157931745591552" [X Link](https://x.com/0xbrel/status/2019157931745591552) 2026-02-04T21:15Z [----] followers, [----] engagements "Appreciate the alpha mindset but also Most people are underwater 40-70%. "Optional" = if you have capital + survived. BTC $70K (was $125K). ETH down 32% in [--] days. Tom Lee -$7.4B unrealized. Job = optional for survivors. Job = necessary for liquidated. On-chain ops exist ✅ But surviving TO trade them is the game. Your optimism is valuable. Just: Survive first. Alpha second. https://twitter.com/i/web/status/2019376712199397646 https://twitter.com/i/web/status/2019376712199397646" [X Link](https://x.com/0xbrel/status/2019376712199397646) 2026-02-05T11:45Z [----] followers, [--] engagements "Bitcoin just touched $60K. Everyone's panicking. Here's why this might be the exact moment they'll regret not buying. [--] reasons this looks like capitulation not collapse 🧵" [X Link](https://x.com/anyuser/status/2019657763388039313) 2026-02-06T06:21Z [----] followers, [---] engagements "$7B liquidated in [--] days. That's forced selling not organic. Leverage flush = rocket fuel removal. When overleveraged longs are gone price can actually move up without constant liquidation pressure" [X Link](https://x.com/0xbrel/status/2019657779850686851) 2026-02-06T06:21Z [----] followers, [--] engagements "Now the honest part: This could be THE bottom. Or A bottom before $50Ks. I don't know which. But I do know this: Every metric that worked in [----] [----] [----] [----] is flashing. And in [--] months one group will say "I should've bought $60K."" [X Link](https://x.com/0xbrel/status/2019657792370729289) 2026-02-06T06:21Z [----] followers, [---] engagements "Two ways this plays out: 1) $60K holds = $80K+ by summer 2) $60K breaks = $50Ks pain first Either way: This is the zone where legends are made or portfolios die. Not financial advice. Just data receipts. History rhymes. It doesn't repeat. But it damn sure rhymes" [X Link](https://x.com/0xbrel/status/2019657794769825821) 2026-02-06T06:21Z [----] followers, [--] engagements "Had to read it a few times to fully understand what it means but Here it is clean and simple. IBIT just had a record day in volume and options while BTC and SOL sold off together without the usual cascade of liquidations. That suggests forced selling not panic. The theory is a large non-crypto hedge fund likely HK-based blew up a leveraged IBIT options trade possibly tied to JPY carry funding and losses in silver. Because the fund is isolated and non-crypto CT wouldnt see it. Proof if any would show up later in 13F filings. This reads less like crypto selling and more like balance-sheet" [X Link](https://x.com/0xbrel/status/2019669139963404708) 2026-02-06T07:07Z [----] followers, [----] engagements "@arthur0x Arthur institutions with balance sheets: MicroStrategy Tether Binance SAFU already buying. MSTR underwater but structured to hold. Tether minted $3B stablecoins. SAFU bought $100M. They ARE stepping in just quietly. Question: Is it enough Market saying not yet" [X Link](https://x.com/0xbrel/status/2019673925337395524) 2026-02-06T07:26Z [----] followers, [---] engagements "This explains the $60K drop. Simple version: Hong Kong hedge fund(s) running levered IBIT options + Silver trade + JPY carry = all blew up at once. $10.7B IBIT volume = 2X normal = forced liquidation. Not fundamental bearishness. Mechanical deleveraging. When leverage clears price finds equilibrium. This was the highest volume day on $IBIT ever by a factor of nearly 2x trading $10.7B today. Additionally roughly $900M in options premiums were traded today also the highest ever for IBIT. Given these facts and the way $BTC and $SOL traded down in lockstep today (normally This was the highest" [X Link](https://x.com/anyuser/status/2019674836843339903) 2026-02-06T07:29Z [----] followers, [----] engagements "Market maturity showing 😅 1.7B liqs on a nothing-burger day vs $1.2B COVID or $1.5B FTX. Leverage everywhere now. Bitfinex funding flipping extremely positive while rest negative Classic divergence could be smart money hedging or positioning quietly. Bear case: more cascade if funding normalizes lower. Bull case: accumulation signal if outflows pick up. Flows will tell. Watching ETH/BTC exchange movement this weekend. https://twitter.com/i/web/status/2019748834260263269 https://twitter.com/i/web/status/2019748834260263269" [X Link](https://x.com/0xbrel/status/2019748834260263269) 2026-02-06T12:23Z [----] followers, [----] engagements "Leverage flush brutal. 2B+ wiped ETFs dumping $434M BTC tags $60K then bounces to $65-66K. Pure de-risking no big fundamental trigger. On-chain adds color: smart money not fully exiting. Bear case: $60K breaks to mid-50s retest easy. Bull case: this clears weak hands rotation resumes if inflows flip. Key watch: if outflows accelerate on bounce. https://twitter.com/i/web/status/2019749137529319582 https://twitter.com/i/web/status/2019749137529319582" [X Link](https://x.com/0xbrel/status/2019749137529319582) 2026-02-06T12:24Z [----] followers, [---] engagements "Eric -$434M yesterday IBIT -$175M = pain visible. But your stat matters more: 90% AUM still in. YTD -$2.2B looks bad until you realize $96B still held. Thats conviction not capitulation. Cat [--] hurricane = accurate metaphor. Most holders weathering it not abandoning ship. Structure still holding despite force. https://twitter.com/i/web/status/2019758326343496160 https://twitter.com/i/web/status/2019758326343496160" [X Link](https://x.com/0xbrel/status/2019758326343496160) 2026-02-06T13:01Z [----] followers, [---] engagements "This is modest beat. 1-year inflation 3.5% down from 4.0% supports the rate cut narrative. Stock market crashing despite improving sentiment there is that disconnect. Consumers feel okay markets panicking. That gap is either the market overreacting or consumers lagging reality. Paying attention https://twitter.com/i/web/status/2019797900696457557 https://twitter.com/i/web/status/2019797900696457557" [X Link](https://x.com/0xbrel/status/2019797900696457557) 2026-02-06T15:38Z [----] followers, [---] engagements "@HHorsley Whats the defi app that you see that will find pmf and bring the next wave of users like Hyperliquid" [X Link](https://x.com/0xbrel/status/2019889197625094168) 2026-02-06T21:41Z [----] followers, [--] engagements "This ties together: Hawkish Fed + safe haven collapse (gold -40%) + ETF outflows = perfect storm converged. Not one thing broke - three structural pressures at once. Strategy underwater not broken = key distinction. Structure gives them time. Inflection point = accurate. Next [--] hours (ETF flows $70K hold Fear stabilization) tell us which way it breaks. https://twitter.com/i/web/status/2019892332712112507 https://twitter.com/i/web/status/2019892332712112507" [X Link](https://x.com/0xbrel/status/2019892332712112507) 2026-02-06T21:53Z [----] followers, [---] engagements "The setup. Your ten-fold that rally math assumes mean reversion. Gold did +70% since inauguration. BTC 10X that = 700% from here ($60K $480K). Bold but mathematically consistent IF gold normalizes and BTC reclaims safe haven narrative. Big IF. Watching for decoupling signal. https://twitter.com/i/web/status/2019893186966024295 https://twitter.com/i/web/status/2019893186966024295" [X Link](https://x.com/0xbrel/status/2019893186966024295) 2026-02-06T21:57Z [----] followers, [---] engagements "February [--] Friend texts: You still holding at $60K Me: Yeah Friend : You're crazy I sold Me: Cool February [--] Friend texts: BTC at $70K Me: Yep Friend: You still in Me: Yeah Friend: "Should I buy back" Me: "Up to you" Friend: typing. typing. typing. The hardest part is watching" [X Link](https://x.com/0xbrel/status/2020015853480079453) 2026-02-07T06:04Z [----] followers, [---] engagements "@LarkDavis That's the fuel. Liquidated all longs yesterday at $60K. Now shorts building at higher levels thinking "dead cat bounce." That asymmetry squeeze setup IF $70K holds. Big IF. Shorts at these levels either genius or about to get destroyed. Watching $73K break" [X Link](https://x.com/0xbrel/status/2020018061084897568) 2026-02-07T06:13Z [----] followers, [----] engagements "You're right It's rat poison. Prediction markets can be useful (Polymarket = information tool). But marketing them as "easy money" to average people will destroys lives. They'll blame crypto when the sob stories hit mainstream media. Taking responsibility starts with honest marketing. https://twitter.com/i/web/status/2020018922494333438 https://twitter.com/i/web/status/2020018922494333438" [X Link](https://x.com/0xbrel/status/2020018922494333438) 2026-02-07T06:16Z [----] followers, [--] engagements "China ban #69 officially confirmed. The ritual is complete. Every major bottom: 2017: China ban $3K bottom 2021: China ban $29K bottom 2022: China ban $15.5K bottom 2026: China ban $60K bottom It's not a bug. It's a feature. When China bans crypto cycle bottom confirmed" [X Link](https://x.com/0xbrel/status/2020029859024580786) 2026-02-07T07:00Z [----] followers, 74.9K engagements "Google Trends spiking attention is returning but not peak FOMO yet. Compare to previous peaks: May 2021: 100/100 (top) Nov 2021: 93/100 (top) Oct 2025: 87/100 (top) Today: Probably 40-50/100 (bouncing from bottom) Attention increasing liquidity flows follow with lag. But we're not at euphoria levels yet. Relief rally attention not blow-off top attention. The signal: People searching again does not mean people buying yet. Watching for sustained trend. https://twitter.com/i/web/status/2020030123949297815 https://twitter.com/i/web/status/2020030123949297815" [X Link](https://x.com/0xbrel/status/2020030123949297815) 2026-02-07T07:01Z [----] followers, [----] engagements "Lark the greed/fear whipsaw is a brutal teacher. $60K: Fear [--] longs getting liquidated its going to $40K $71K: FOMO kicks in late longs pile in $68K: Those late longs liquidated $98M rekt [--] hours. Both directions. Everyone stopped out. This reads less like market direction and more like liquidation engine running both ways efficiently. The lesson isnt dont use leverage. Its markets designed to extract from leverage users first direction traders second. Peace of mind is holding spot ignoring 4-hour charts. https://twitter.com/i/web/status/2020051186397687893" [X Link](https://x.com/0xbrel/status/2020051186397687893) 2026-02-07T08:25Z [----] followers, [---] engagements "This data is wild but heres what it actually signals: Prediction markets arent just competing with crypto exchanges. Theyre competing with TRADING itself as a category. This reads less like prediction markets are hot and more like people want agency over outcomes not just price speculation. Robinhood = bet on stocks/crypto going up/down Polymarket = bet on REAL WORLD EVENTS with verifiable outcomes The convergence: Retail wants to trade CERTAINTY (elections events) more than VOLATILITY (crypto stocks). Also: Hyperliquid = interesting. Perps platform beating memecoin casino = shift toward" [X Link](https://x.com/0xbrel/status/2020056051773587707) 2026-02-07T08:44Z [----] followers, [--] engagements "Add learn to track on chain flows not just price. Bear markets reward those who know the difference between "down bad" and "structurally broken." BTC had $330M ETF inflow at $60K. That's institutional accumulation. Your job: survive long enough to benefit from it. Data emotions. Learned this the hardway. https://twitter.com/i/web/status/2020070177384071249 https://twitter.com/i/web/status/2020070177384071249" [X Link](https://x.com/0xbrel/status/2020070177384071249) 2026-02-07T09:40Z [----] followers, [--] engagements "@AshCrypto June [----] playbook: RSI extreme check Fib breakdown check Fund blow-ups (3AC/Celsius) HK funds now Bottom: $17.5K Sideways: [---] days If this rhymes we just front-ran the chop by hitting $60K first. Same pattern faster execution" [X Link](https://x.com/0xbrel/status/2020074011762262304) 2026-02-07T09:55Z [----] followers, [---] engagements "$686M loss breaks down to liquidation mechanics not sentiment. When you borrow stablecoins against ETH collateral you're short volatility. ETH -50% = collateral shrinks debt stays fixed liquidation inevitable. This wasn't a bad trade. It was leverage mismatch. Forced selling is not conviction selling. https://twitter.com/i/web/status/2020074759363371372 https://twitter.com/i/web/status/2020074759363371372" [X Link](https://x.com/0xbrel/status/2020074759363371372) 2026-02-07T09:58Z [----] followers, [---] engagements "Fear at [--] vs historic low of [--] in Aug [----]. That bottomed at $9.5K after a -54% drop from $21K. This time: $60K after -52% from $126K. Same fear level. Same percentage drop. Different scale. Pattern's rhyming. Waiting on flow confirmation: ETF buyers sustaining + Fear stabilizing above [--]. https://twitter.com/i/web/status/2020075756508852393 https://twitter.com/i/web/status/2020075756508852393" [X Link](https://x.com/0xbrel/status/2020075756508852393) 2026-02-07T10:02Z [----] followers, [---] engagements "@Crypto_Crib_ $1.5T added in [--] hours isn't the story. The story is WHO bought: Cathie Wood loading COIN/HOOD aggressively Crypto hedge funds buying the dip (Bitwise data) $330M ETF inflow at $60K Retail sees bounce. Institutions see discount. That's the flow divergence that marks bottoms" [X Link](https://x.com/0xbrel/status/2020076483545292926) 2026-02-07T10:05Z [----] followers, [--] engagements "Forced selling leaves receipts in the data: $351M BTC deposited to exchanges post-liquidation $686M Trend Research liquidation (Coin Bureau) Futures contango collapsed Meanwhile: $330M ETF inflow at $60K institutions buying the forced selling. The FUD merchants don't check flows. They just amplify fear. https://twitter.com/i/web/status/2020082354295849225 https://twitter.com/i/web/status/2020082354295849225" [X Link](https://x.com/0xbrel/status/2020082354295849225) 2026-02-07T10:28Z [----] followers, [---] engagements "WSJ calling crypto winter while institutions are buying. Classic contrarian indicator. Headlines: "Biggest bulls uncertain" Flows: $330M ETF inflow at $60K Mainstream media amplifies fear at bottoms greed at tops. They're a sentiment gauge not a signal. When WSJ writes the obituary check who's accumulating 🫡 https://twitter.com/i/web/status/2020082823953076578 https://twitter.com/i/web/status/2020082823953076578" [X Link](https://x.com/0xbrel/status/2020082823953076578) 2026-02-07T10:30Z [----] followers, [---] engagements "@QuintenFrancois @cryptoquant_com Institutions buying while retail capitulates textbook bottom setup. Smart money doesn't announce entries. They just show up in the data when Fear hits 6-8. This is what accumulation looks like" [X Link](https://x.com/0xbrel/status/2020090178401104113) 2026-02-07T11:00Z [----] followers, [---] engagements "Had to read this three times but here's the clean version: The Theory: HK hedge fund (non-crypto native) ran JPY carry trade levered IBIT options + Binance positions + precious metals. The Unwind: Oct 10: $19.16B crypto liquidation blew hole in balance sheet Prime broker gave [--] days to fix it Fund doubled down on gold/silver recovery trade Warsh nomination crashed metals (gold -11% silver -31%) Feb 5: Forced liquidation = $10.7B IBIT volume (2X record ever) Why CT Missed It: Non-crypto fund = zero crypto counterparties. No on-chain signals. No CT chatter. Pure TradFi structure imploding into" [X Link](https://x.com/0xbrel/status/2020096088963776553) 2026-02-07T11:23Z [----] followers, [--] engagements "Infrastructure builds in bear markets gets used in bull markets. 2022-2023: Lightning adoption exploded (no one noticed) 2024-2025: ETF infrastructure built (retail ignored it) 2026: Merchant adoption accelerating (during "worst cycle ever") Fundamentals improve while sentiment crashes = setup. https://twitter.com/i/web/status/2020114629871993083 https://twitter.com/i/web/status/2020114629871993083" [X Link](https://x.com/0xbrel/status/2020114629871993083) 2026-02-07T12:37Z [----] followers, [--] engagements "Strip away the emotion here's the clean read: What Happened: BTC frontran the debasement narrative in [----] (ETF hype + Trump). Metals didn't. They had supply shock + smaller sell walls. Momentum flows chased the better trade (Gold/Silver). Why BTC "Failed": Not narrative failure. Timing failure. OG holders dumped billions at $100K-$126K = killed momentum. Mercenary capital rotates to whatever's moving (not what's "right". The Reset: Oct [--] + Feb [--] = forced liquidations from non-crypto funds. Not spot holders capitulating. Leverage unwinding. New generation of spot buyers entered. The Thesis:" [X Link](https://x.com/0xbrel/status/2020226457415430320) 2026-02-07T20:01Z [----] followers, [---] engagements "You are calling $64K the line in the sand. Your thesis: Break it stocks follow deflationary cascade. The counter: $330M ETF inflow Feb [--] at $60K. But 1-2 days doesn't make a trend. Need sustained institutional buying to prove $60K-$64K is the new accumulation zone. Setup vs signal. Watching this. https://twitter.com/i/web/status/2020231814095466946 https://twitter.com/i/web/status/2020231814095466946" [X Link](https://x.com/0xbrel/status/2020231814095466946) 2026-02-07T20:22Z [----] followers, [---] engagements "Debasement thesis is real. But timing matters more than narrative. Bull case: Dollar debasement crypto moons Bear case: We flush first then debasement trade Current data: Stablecoins: -$14B outflow (capital LEAVING crypto) ETF flows: -$3B January (institutions exiting) Smart money: Sitting in cash not buying yet Debasement doesn't happen on a schedule. Needs catalyst: Fed cuts (not happening) Liquidity injection (not happening) Capital inflows (not happening YET) Setup is there. Signal needs confirmation. https://twitter.com/i/web/status/2020234242119332061" [X Link](https://x.com/0xbrel/status/2020234242119332061) 2026-02-07T20:32Z [----] followers, [---] engagements "Altcoins down 60-80% valuation reset. Your accumulation thesis needs flow confirmation: Stablecoins exiting (-$14B) Smart money still in cash (not rotating to alts yet) BTC needs to stabilize first (alts follow BTC flows) Wicks everywhere forced selling exhausted ✅ Capital returning not yet (waiting for signal ❌) If BTC holds $60K+ for [--] weeks AND stablecoin inflows return your TAO accumulation looks prescient. Setup vs signal. Watching with you ser 🫡 https://twitter.com/i/web/status/2020235778459332739 https://twitter.com/i/web/status/2020235778459332739" [X Link](https://x.com/0xbrel/status/2020235778459332739) 2026-02-07T20:38Z [----] followers, [---] engagements "Smart money bought the crash. Now they're waiting. Here's what institutional flows actually show:" [X Link](https://x.com/0xbrel/status/2020252216116785543) 2026-02-07T21:43Z [----] followers, [---] engagements "BTC ETF Flows (The Real Picture): Total AUM: $128.6B BTC Held: 1.36M BTC Jan 2026: -$1.6B outflow Price: -44% since Oct [----] Translation: [--] months of institutional selling + 50% leverage flush: forced unwinding not conviction loss" [X Link](https://x.com/0xbrel/status/2020252218759512462) 2026-02-07T21:43Z [----] followers, [--] engagements "Recent Activity: Feb 5: Mass outflows (panic) Feb 6: +$330M inflows Feb 7: +$231M BlackRock 1-2 days does not equal trend reversal. But green shoots after bleeding show some strength " [X Link](https://x.com/0xbrel/status/2020252222509183131) 2026-02-07T21:43Z [----] followers, [--] engagements "Two Paths: 🟢 Flows sustain Institutions front-ran bottom $60K-$70K = new accumulation zone 🔴 Flows revert One-day dip buy Retest $50K as sellers return Next week will confirm which" [X Link](https://x.com/anyuser/status/2020252225528860778) 2026-02-07T21:43Z [----] followers, [---] engagements "What to Watch: ✅ Mon-Fri ETF flows (need 3+ green days) ✅ $60K support holding (not just wicking) ✅ Fear stabilizing above [--] Setup complete. Signal pending. This is how bottoms form in data not comfort. Follow for weekly flow analysis. No vibes. Just receipts" [X Link](https://x.com/anyuser/status/2020252227995353431) 2026-02-07T21:44Z [----] followers, [---] engagements "Window thesis is right. But "loading up" needs flow confirmation: ETF buyers showing up (2 days green need 5+) Stablecoins returning (Still -$14B) Smart money deploying (Still in cash) Setup = cheap prices ✅ Signal = capital returning ❌ Both needed. One without other is early imo. https://twitter.com/i/web/status/2020255180525113460 https://twitter.com/i/web/status/2020255180525113460" [X Link](https://x.com/0xbrel/status/2020255180525113460) 2026-02-07T21:55Z [----] followers, [--] engagements "Market structure fixes liquidation casino problem. But liquidations aren't bugs they're features of leverage. Feb 5: $2.2B liquidated = forced deleveraging Result: Cleaner market structure for institutional capital Market Structure Bill enables TradFi participation. But volatility doesn't disappear. Just gets regulated. https://twitter.com/i/web/status/2020256487210193260 https://twitter.com/i/web/status/2020256487210193260" [X Link](https://x.com/0xbrel/status/2020256487210193260) 2026-02-07T22:00Z [----] followers, [---] engagements "Quinten you are early to the move but directionally right. Macro setup you're describing is correct (QT ending rate cuts coming liquidity cycle turning). But the timing bro Flows aren't confirming it yet. Stablecoins: -$14B (capital leaving not entering) Smart money: Still in cash (not rotating to alts) BTC needs to lead first (alts follow never lead) Your thesis plays out when: ✅ Stablecoins flip positive ✅ BTC confirms $60K hold ✅ Smart money rotates back You're right about macro SETUP Flows need to confirm the SIGNAL Rooting for your conviction. Just watching for entry confirmation." [X Link](https://x.com/0xbrel/status/2020440993825202253) 2026-02-08T10:14Z [----] followers, [---] engagements "Bullish for [----] but flow data shows why we're here now: Feb [--] capitulation: 241K BTC moved to exchanges (Feb 4-6) 100K+ BTC from short-term holders (Binance alone) 27K BTC inflows on Coinbase Advanced (institutions) That's real forced selling. Not sentiment. Actual liquidations. Q1 [----] thesis needs capital to return first. Right now: still digesting 241K BTC that hit exchanges last week. Bullish long-term. Timing short-term. Thanks to @Darkfost_Coc for sharing the flow data. Its gold. https://twitter.com/i/web/status/2020446572555784352 https://twitter.com/i/web/status/2020446572555784352" [X Link](https://x.com/0xbrel/status/2020446572555784352) 2026-02-08T10:36Z [----] followers, [---] engagements "Sentiment flipped because holder composition changed. [----] $69K: Retail euphoria leverage maxed [----] $69K: Post-capitulation 241K BTC dumped to exchanges in [--] days Same price. Different flows. Feb 6: 100K+ STH inflows to Binance forced selling Now: Institutions bought $330M at $60K When bears call $40K at $69K after 50% flush that's usually late. You are right Greeny Its an emotional market fortunately for me tracking Flows is helping me navigate it https://twitter.com/i/web/status/2020447233997504654 https://twitter.com/i/web/status/2020447233997504654" [X Link](https://x.com/0xbrel/status/2020447233997504654) 2026-02-08T10:38Z [----] followers, [---] engagements "Max leverage short at $70K after 241K BTC capitulation last week That's fading the bottom not riding the trend. Feb 6: 100K+ BTC hit Binance (STH capitulation) Feb 6: $330M ETF inflow (institutions bought it) When forced sellers exhaust and institutions position shorting max leverage is a widow maker trade. $800 to liq is tight. https://twitter.com/i/web/status/2020447757392028016 https://twitter.com/i/web/status/2020447757392028016" [X Link](https://x.com/0xbrel/status/2020447757392028016) 2026-02-08T10:40Z [----] followers, [---] engagements "$750M loss on ETH one of the largest single position capitulation. This is what forced selling at scale looks like. Not retail panic institutional liquidation. When a $2B position unwinds completely that's supply exhaustion not distribution. $44M sold today is the final cleanup. Forced sellers done one less overhang. Now pump it Ted ;) https://twitter.com/i/web/status/2020454324644569578 https://twitter.com/i/web/status/2020454324644569578" [X Link](https://x.com/0xbrel/status/2020454324644569578) 2026-02-08T11:07Z [----] followers, [---] engagements "While BTC bled -50% productive crypto infrastructure kept scaling: Prediction markets: Exponential growth Stablecoin addresses: 60M+ (vertical) DeFi users: 300M+ Perpetual volume: Record highs "No use cases" = didn't check the data. Price follows narrative. Fundamentals follow usage. Usage never stopped growing. https://twitter.com/i/web/status/2020461676177281495 https://twitter.com/i/web/status/2020461676177281495" [X Link](https://x.com/0xbrel/status/2020461676177281495) 2026-02-08T11:36Z [----] followers, [----] engagements "Strip away the philosophy debate here's the market test: Financial crypto: ✅ Survived regulation ✅ Survived scams ✅ Survived -80% drawdowns ✅ Bottoms-up adoption Non-financial crypto (gaming media "web3"): ❌ Failed despite ZIRP funding ❌ Failed despite less regulatory scrutiny ❌ Top-down investor thesis not user demand Your point: Stop pretending regulation killed web3 gaming. Users killed it by not wanting it. Crypto's successful use cases (2008-2024): Bitcoin (store of value) Stablecoins ($200B market) DeFi ($100B+ TVL) Prediction markets (Polymarket $10B+ volume) ICOs/capital formation" [X Link](https://x.com/0xbrel/status/2020462092390723873) 2026-02-08T11:37Z [----] followers, [---] engagements "Agree: Forced deleveraging = spark. The data: 241K BTC to exchanges (Feb 4-6) 100K+ from STH on Binance alone $2.2B liquidations in 24hrs Trend Research final $44M ETH sale today ETF outflows + whale selling + tech correlation = fuel after leverage snapped. When 241K BTC gets force-dumped in [--] hours price just hunts liquidity. Cascade complete. Now watching if buyers defend $60K-$70K. https://twitter.com/i/web/status/2020470915922895178 https://twitter.com/i/web/status/2020470915922895178" [X Link](https://x.com/0xbrel/status/2020470915922895178) 2026-02-08T12:12Z [----] followers, [---] engagements "Exactly this. Feb 4-6: 241K BTC hit exchanges forced liquidation event HK hedge fund(s) blown up mechanical selling not conviction loss CT response: "Crypto is dead" / "Going to zero" When forced sellers exhaust sentiment stays bearish while smart money positions. $330M ETF inflow Feb [--] = institutions bought the forced selling. Technical events create bottoms. Sentiment confirms them [--] months later. https://twitter.com/i/web/status/2020471101848014883 https://twitter.com/i/web/status/2020471101848014883" [X Link](https://x.com/0xbrel/status/2020471101848014883) 2026-02-08T12:13Z [----] followers, [---] engagements "Horsley's right: Institutions see $70K as opportunity. The receipts: Bitwise: $100M inflows Monday at $77K BlackRock: $231M Friday Feb 6: $330M total ETF inflow at $60K "New crack at the apple" isexactly what the flow data shows. Long-term holders unsure (sentiment). Institutions buying (flows). When those diverge this extremely flows win. Price follows conviction not comfort. https://twitter.com/i/web/status/2020532134771871802 https://twitter.com/i/web/status/2020532134771871802" [X Link](https://x.com/0xbrel/status/2020532134771871802) 2026-02-08T16:16Z [----] followers, [---] engagements "Last week proved Vijay's point exactly. 50X leverage = why 241K BTC hit exchanges Feb 4-6: $2.2B liquidations in 24hrs 100K+ STH forced selling on Binance Trend Research $750M ETH loss When leverage snaps it doesn't matter if you're right directionally. You're just forced out at worst prices. Feb 6: Institutions bought $330M at $60K (no leverage). Leveraged traders: Liquidated. Coinbase adding 50X is adding more fuel for next cascade. Irresponsible is accurate. https://twitter.com/i/web/status/2020534370235269598 https://twitter.com/i/web/status/2020534370235269598" [X Link](https://x.com/0xbrel/status/2020534370235269598) 2026-02-08T16:25Z [----] followers, [---] engagements "STH already flushed (Feb 4-6: 241K BTC to exchanges) Now testing early LTH: 6-12m holders: $103K cost basis (underwater -32%) 12-18m holders: $85K cost basis (underwater -18%) 18m-2yr holders: $63K cost basis (held) $63K support is where older hands said "not selling." When newer LTH age their coins despite being underwater that's conviction not capitulation. Price found support where conviction started. Good data. Following for more on-chain context. https://twitter.com/i/web/status/2020535176510505230 https://twitter.com/i/web/status/2020535176510505230" [X Link](https://x.com/0xbrel/status/2020535176510505230) 2026-02-08T16:28Z [----] followers, [---] engagements "@TedPillows Digital gold : store of value Digital oil : infrastructure fuel Digital casino : speculation hub Hyperliquid: digital perp infrastructure that actually works" [X Link](https://x.com/0xbrel/status/2020536938923471193) 2026-02-08T16:35Z [----] followers, [---] engagements "Coinbase premium flip is the flow signal I've been watching. The data: Jan 14-Feb 5: Premium -0.25% (3 weeks US absent during crash) Feb 7: Flipped positive +0.026% Today: Going vertical Translation: US institutions sat out the entire $95K $68K dump. Now paying PREMIUM to accumulate at $70K. This confirms the $330M ETF inflow Feb [--] wasn't one-day anomaly. When US market goes from [--] weeks absent to aggressive premium buying in 48hrs that's regime shift. Either front-running CLARITY Act (Feb [--] White House meeting) positioning for strategic reserve or institutions done waiting. Probably all" [X Link](https://x.com/0xbrel/status/2020556798814523646) 2026-02-08T17:54Z [----] followers, [---] engagements "Denial vs complacency debate misses the flow signal. Feb 4-6: 241K BTC hit exchanges forced selling (capitulation) Feb 6-8: $330M+ ETF inflows = institutions buying Retail sees: Bounce as complacency Institutions see: Discount as accumulation When US Coinbase premium flips positive after [--] weeks negative that's not denial. That's positioning. Market psychology lags flow reality by weeks. Both could be right on different timeframes. https://twitter.com/i/web/status/2020558267328438678 https://twitter.com/i/web/status/2020558267328438678" [X Link](https://x.com/0xbrel/status/2020558267328438678) 2026-02-08T18:00Z [----] followers, [---] engagements "Channel support at $2089 technical level. Flow context adds timing: Trend Research final $44M ETH sale today (ended $750M loss) ETH treasury companies: All gains erased One of the Largest forced seller this cycle is done TA shows where support is. Flows show largest seller just exited. If this holds as accumulation zone (not just bounce) forced selling exhaustion + technical support = setup complete. "Basement snack" later is retest. Watching the flows to confirm which. https://twitter.com/i/web/status/2020558859748696275 https://twitter.com/i/web/status/2020558859748696275" [X Link](https://x.com/0xbrel/status/2020558859748696275) 2026-02-08T18:02Z [----] followers, [----] engagements "Weekly capitulation candle + flows confirm the setup. Your $65-70K range lines up with where institutions stepped in: Feb 6: $330M ETF inflow at $60K Coinbase premium flipped positive after [--] weeks negative 241K BTC forced to exchanges sellers exhausted Holding [----] ATH ($69K) : psychological + now institutional support level. Tests at $85K need flow confirmation: ✅ If ETF buyers sustain this week your range plays out ❌ If flows revert negative consolidation extends TA shows the candle. Flows show who's defending it. Both pointing same direction. I'm keenly watching." [X Link](https://x.com/0xbrel/status/2020566401258340457) 2026-02-08T18:32Z [----] followers, [---] engagements "$40K would need: ETF outflows resuming (opposite of what we're seeing) Stablecoins continuing to bleed (currently -$14B) Institutions exiting (they just started buying) Feb 6: $330M institutional inflow at $60K they think it's cheap here. Not impossible. But flows would need to reverse hard. More likely: $60K-$70K range for weeks while flows confirm bottom. Watch this week's ETF data Mike. https://twitter.com/i/web/status/2020568957430743246 https://twitter.com/i/web/status/2020568957430743246" [X Link](https://x.com/0xbrel/status/2020568957430743246) 2026-02-08T18:42Z [----] followers, [--] engagements "Weekly Flow Summary (Feb 2-8) Forced Selling: 241K BTC to exchanges (Feb 4-6) Trend Research final $44M ETH sale $2.2B liquidations in 24hrs Institutional Response: Feb 6: $330M ETF inflow at $60K Coinbase premium flipped positive BlackRock: $231M Friday The Turn: Fear stayed at 6-7 all week. Institutions bought it. This week decides if it's real or relief rally. Watching Monday to Friday flows for confirmation. https://twitter.com/i/web/status/2020571741857218761 https://twitter.com/i/web/status/2020571741857218761" [X Link](https://x.com/0xbrel/status/2020571741857218761) 2026-02-08T18:53Z [----] followers, [---] engagements "@SatoshiFlipper We just need the ETF flows this week to confirm. Otherwise lower then higher" [X Link](https://x.com/0xbrel/status/2020571913899094279) 2026-02-08T18:54Z [----] followers, [---] engagements "Regulatory structure created the perverse incentive. Howey Test avoidance strip all rights zero accountability. Result: Treasuries became slush funds with no fiduciary duty. CLARITY Act would fix this by establishing: Disclosure requirements Transparency standards Actual legal frameworks for token rights When founders can't be held accountable retail becomes exit liquidity. Memecoin pivot makes sense: At least the lack of utility is honest. Feb [--] White House meeting on this exact issue. If CLARITY passes we get real token structures with actual rights. Until then: VCs dump founders pivot" [X Link](https://x.com/0xbrel/status/2020577439441711462) 2026-02-08T19:16Z [----] followers, [---] engagements "Slightly less extreme still extreme. But flows tell different story: Coinbase premium: Positive (US buying) ETF inflows: [--] days green 241K BTC forced selling: Complete Sentiment lags flows by weeks. Fear was [--] when institutions bought $330M. Fear is [--] when price recovered 15%. This is why flows sentiment. https://twitter.com/i/web/status/2020745251397280201 https://twitter.com/i/web/status/2020745251397280201" [X Link](https://x.com/0xbrel/status/2020745251397280201) 2026-02-09T06:23Z [----] followers, [--] engagements "Fed just announced gradual balance sheet expansion ($220-375B expected). China now ordering banks to reduce treasury exposure. Timing isn't coincidence. This is exactly the "financial war" scenario in @LynAldenContact newsletter tonight: Foreigners hold $9.3T treasuries China exits = Fed must backstop Baseline expansion accelerates Fed printed $6.5T last cycle. This could force bigger print than expected. Watching Feb [--] White House meeting closely. https://twitter.com/i/web/status/2020755667586265338 https://twitter.com/i/web/status/2020755667586265338" [X Link](https://x.com/0xbrel/status/2020755667586265338) 2026-02-09T07:04Z [----] followers, [---] engagements "@coinglass_com Exactly. OI flat = position rotation not new capital. Shorts closed longs opened net zero. Real breakout needs: Fresh OI increase Sustained ETF inflows Stablecoin supply turning positive Right now: Trading existing liquidity not adding new liquidity. Setup vs signal" [X Link](https://x.com/0xbrel/status/2020760211997204718) 2026-02-09T07:22Z [----] followers, [---] engagements "Setup is here. Signal confirmation: Monday-Friday ETF flows (need sustained buying) Stablecoins stop bleeding (still -$14B) Fear stabilizes above [--] (currently 14) "Bear market" after -50% flush does not equal a "bear market" after slow bleed. One is forced selling (recovers faster). Other is conviction loss (takes time). This was forced selling. Your timing could be right. https://twitter.com/i/web/status/2020761605198274598 https://twitter.com/i/web/status/2020761605198274598" [X Link](https://x.com/0xbrel/status/2020761605198274598) 2026-02-09T07:28Z [----] followers, [--] engagements "Korea regulation + Bithumb error = forced cleanup. 620K phantom BTC briefly crashed price to $55K locally. This is why exchange transparency matters: Proof of reserves Real-time auditing Regulatory oversight When $5B+ weekly Korean equity inflows exist crypto regulation tightens. Capital protection innovation freedom. https://twitter.com/i/web/status/2020761877886734561 https://twitter.com/i/web/status/2020761877886734561" [X Link](https://x.com/0xbrel/status/2020761877886734561) 2026-02-09T07:29Z [----] followers, [--] engagements "Boredom after capitulation has been the accumulation zone historically. 241K BTC forced to exchanges cleared sellers. Now watching: Monday-Friday ETF flows (need sustained buying) $60K-$70K range holds (institutions positioned here) Stablecoins stop bleeding Dips for buying IF flows confirm institutions defend. Your range thesis ($65-$70K bottom tests $85K) plays out if this week's data supports it. Setup vs signal. This week decides. https://twitter.com/i/web/status/2020792063743107148 https://twitter.com/i/web/status/2020792063743107148" [X Link](https://x.com/0xbrel/status/2020792063743107148) 2026-02-09T09:29Z [----] followers, [---] engagements "Rate cut odds falling markets pricing out dovish pivot. But here's the divergence: Fed funds futures: Less cuts expected Fed balance sheet: Expanding ($220-375B this year) China: Reducing treasury exposure Rate policy does not equal liquidity policy. Even without cuts Fed adding liquidity to maintain ample reserves. For risk assets: Liquidity rates. Watching Wed NFP + Fri CPI for volatility. https://twitter.com/i/web/status/2020792254474911790 https://twitter.com/i/web/status/2020792254474911790" [X Link](https://x.com/0xbrel/status/2020792254474911790) 2026-02-09T09:29Z [----] followers, [--] engagements "China reducing US treasury exposure Fed will be forced to backstop. @LynAldenContact "financial war" scenario playing out: Foreigners hold $9.3T treasuries China exits = Fed prints more Dollar pressure increases Feb [--] White House meeting on stablecoins suddenly more critical. When major creditors reduce exposure Fed balance sheet expansion accelerates beyond baseline. https://twitter.com/i/web/status/2020792728716468317 https://twitter.com/i/web/status/2020792728716468317" [X Link](https://x.com/0xbrel/status/2020792728716468317) 2026-02-09T09:31Z [----] followers, [--] engagements "Price psychology is instant but flows lag sentiment by weeks. Fear was [--] when institutions bought $330M at $60K. Fear is [--] now at $70K after 15% recovery. Retail Feels better when price up Institutions bought when price down This divergence is why flows sentiment imo. When fear drops from extreme while price barely moved it's noise not signal. Real shift is when sustained ETF flows + stablecoin inflows are returning. https://twitter.com/i/web/status/2020795004248043878 https://twitter.com/i/web/status/2020795004248043878" [X Link](https://x.com/0xbrel/status/2020795004248043878) 2026-02-09T09:40Z [----] followers, [--] engagements "Fear doubled from [--] to [--] in [--] hours. But context matters: Price: $69K (barely moved from $70K) Sentiment: "Less extreme fear" Flows: China reducing US treasuries Fed expanding balance sheet Sentiment reacting to small price change. Flows showing structural macro shifts. When fear drops on tiny price moves its reflexive not meaningful. Watching actual capital flows not just sentiment surveys. https://twitter.com/i/web/status/2020795115162255677 https://twitter.com/i/web/status/2020795115162255677" [X Link](https://x.com/0xbrel/status/2020795115162255677) 2026-02-09T09:41Z [----] followers, [--] engagements "Feb [--] was the cleanest liquidation event in crypto history. Here's why that's wildly bullish: [------] BTC forced to exchanges in [--] hours. $2.2B liquidations in [--] hours. Fear hit [--] (lowest in [--] years). But here's what DIDN'T happen: ❌ No exchange insolvencies ❌ No protocol failures ❌ No stablecoin depegs ❌ No contagion cascade ❌ No FTX [---] Compare to previous crashes: 2022: Luna imploded 3AC collapsed Celsius frozen contagion for months [----] COVID: BitMEX liquidation engine broke exchanges went offline 2018: No institutional buyers existed to catch it [----] is different: ✅ Infrastructure held" [X Link](https://x.com/0xbrel/status/2020797689273696571) 2026-02-09T09:51Z [----] followers, [---] engagements "BlackRock record volume is institutions trading not just holding Quinten. Exchange volume measures retail/traders. ETF volume measures institutions/allocators. When ETF volume exchange volume: Price discovery shifted Institutional flows matter more Old playbook (just watch exchanges) is incomplete This is exactly the market structure change. Flows over TA. Institutions over retail. https://twitter.com/i/web/status/2020799527255499047 https://twitter.com/i/web/status/2020799527255499047" [X Link](https://x.com/0xbrel/status/2020799527255499047) 2026-02-09T09:58Z [----] followers, [--] engagements "All three: Macro panic (Korea yen carry) Market structure stress (leverage cascade) Paper Bitcoin unwinding (derivatives flush) Created the Perfect storm Feb [--]. But ETF flows told different story: Feb 5: Outflows (panic) Feb 6: $330M inflows (conviction) When physical Bitcoin buyers step in during paper Bitcoin unwind = regime shift. That's the signal everyone missed. https://twitter.com/i/web/status/2020799886472491386 https://twitter.com/i/web/status/2020799886472491386" [X Link](https://x.com/0xbrel/status/2020799886472491386) 2026-02-09T10:00Z [----] followers, [---] engagements "Conviction backed by capital is different from hopium. The data: 241K BTC flushed to exchanges Feb [--] Institutions bought $330M at $60K Coinbase premium flipped positive Holders aged coins despite being underwater Stubborn is not delusional when you're deploying capital. When critics were loudest (Fear 6) institutions positioned. Salt mining works when you're buying not just holding. Conviction + flows = fuel. https://twitter.com/i/web/status/2020802618121986383 https://twitter.com/i/web/status/2020802618121986383" [X Link](https://x.com/0xbrel/status/2020802618121986383) 2026-02-09T10:11Z [----] followers, [---] engagements "Critical week for risk assets: Tuesday: Retail sales (consumer strength) Wednesday: Jobs (can economy handle higher rates) Friday: CPI (is inflation sticky) For crypto specifically: $COIN earnings Thursday = first post-crash quarter Retail sales = proxy for risk appetite CPI = Fed liquidity path Watching if data drives flows or if flows ignore macro noise. https://twitter.com/i/web/status/2020803435969274349 https://twitter.com/i/web/status/2020803435969274349" [X Link](https://x.com/0xbrel/status/2020803435969274349) 2026-02-09T10:14Z [----] followers, [--] engagements "RSI [--] + Fear [--] is technical extremes matched by flow extremes. [----] RSI 15: Slow accumulation 18-month recovery [----] RSI 15: Sharp flush fast recovery Difference is in the forced selling pattern. [----] had acute panic + institutional buying (MicroStrategy). [----] has acute panic + institutional buying (ETFs). Your consolidation thesis makes sense if: ✅ ETF flows sustain this week ✅ Stablecoins stop bleeding ✅ $60K-$70K holds TA shows the extreme. Flows show who's buying it. Both pointing in the same direction. https://twitter.com/i/web/status/2020806917136732630" [X Link](https://x.com/0xbrel/status/2020806917136732630) 2026-02-09T10:28Z [----] followers, [---] engagements "Tether has $23B gold + $120B treasury backing. This is the bridge: TradFi sees: Stablecoin backed by "real assets" Crypto sees: On-chain dollar with hard asset reserve When largest stablecoin issuer holds more gold than most countries: Validates hard asset thesis Shows crypto/TradFi convergence Proves reserves can be transparent Tether's balance sheet: $120B+ treasuries (Fed liquidity receiver) $23B gold (sovereign-level holder) $6B+ BTC (earlier accumulation) They're not a tech company. They're a shadow central bank with blockchain rails. When stablecoins start looking like CBs distinction" [X Link](https://x.com/0xbrel/status/2020809500488290476) 2026-02-09T10:38Z [----] followers, [---] engagements "@cryptorover $69K = [----] ATH now support level. Watching if institutions defend (bought $330M+ at $60K) or if retest comes. Weekend held. Monday-Friday flows decide" [X Link](https://x.com/0xbrel/status/2020809565353230464) 2026-02-09T10:38Z [----] followers, [---] engagements "Your BTC shift makes sense from flow perspective. What changed: ETFs brought institutional capital ($128B AUM) BTC now trades with macro liquidity (Fed treasuries) Alts still trade on narratives When crisis hits: ✅ BTC = institutions defend ❌ Alts = you're alone Maturity is understanding what survives liquidity drains. You are evolving ser most don't. https://twitter.com/i/web/status/2020827385558360392 https://twitter.com/i/web/status/2020827385558360392" [X Link](https://x.com/0xbrel/status/2020827385558360392) 2026-02-09T11:49Z [----] followers, [--] engagements "Key signal buried in here: "Coinbase premium returns" This is the flow shift I've been tracking: [--] weeks negative (US absent during crash) Flipped positive Feb [--] Sustaining now When US premium returns + $331M BTC ETF inflow institutions positioning. Everything else is noise around that signal. https://twitter.com/i/web/status/2020827724969807934 https://twitter.com/i/web/status/2020827724969807934" [X Link](https://x.com/0xbrel/status/2020827724969807934) 2026-02-09T11:50Z [----] followers, [--] engagements "China pumping $456B domestic liquidity same week they told banks to reduce US treasury exposure. This is capital repatriation: Exit US assets Support domestic economy Reduce dollar dependence When major creditor turns inward Fed forced to fill gap. Feb [--] White House meeting timing makes more sense now. https://twitter.com/i/web/status/2020828106081079713 https://twitter.com/i/web/status/2020828106081079713" [X Link](https://x.com/0xbrel/status/2020828106081079713) 2026-02-09T11:52Z [----] followers, [---] engagements "First publicly traded agentic finance firm new category. AI offense (CFO Silvia) + BTC defense (treasury strategy). This is the convergence: AI automates operations BTC protects treasury from debasement Public markets get exposure to both When AI agents start managing corporate treasuries holding BTC exponential category. Watching this closely. https://twitter.com/i/web/status/2020850242460000353 https://twitter.com/i/web/status/2020850242460000353" [X Link](https://x.com/0xbrel/status/2020850242460000353) 2026-02-09T13:20Z [----] followers, [----] engagements "Strategy down -$5B unrealized = doesn't change behavior. Bought $90M MORE at $78K (above current price). This is 10-year capital deployment not trading: Average: $76K Current: $69K Response: Keep buying When largest public holder ignores short-term P&L = signal. Institutions don't trade volatility. They accumulate through it. https://twitter.com/i/web/status/2020850368112914787 https://twitter.com/i/web/status/2020850368112914787" [X Link](https://x.com/0xbrel/status/2020850368112914787) 2026-02-09T13:20Z [----] followers, [---] engagements "@APompliano Excited to watch the execution. Public markets finally getting pure play exposure to both trends simultaneously. Good luck with the integration Pomp 🤝" [X Link](https://x.com/0xbrel/status/2020851308907864378) 2026-02-09T13:24Z [----] followers, [---] engagements "Tether's $10B profit on $137B treasuries = exactly what Feb [--] White House meeting is about. The conflict: Banks say: Yield-bearing stablecoins will drain $6T+ deposits from banking system Crypto says: Why should Tether keep all the yield instead of holders Jupiter's $JUPUSD = forcing the issue. If users can get 4% on stablecoins vs 0.3% in savings accounts: Banking model breaks Capital flows to crypto rails Regulatory fight intensifies Two outcomes: [--]. Banks win regulation = yield banned Tether keeps profits innovation blocked [--]. Crypto wins = yield-bearing stablecoins scale banking" [X Link](https://x.com/0xbrel/status/2020888517304332783) 2026-02-09T15:52Z [----] followers, [---] engagements "Bump and Run Reversal targeting $90K is the technical setup. But needs flow confirmation: ✅ Institutions buying (Strategy $90M Binance $730M) ✅ Coinbase premium: Positive ✅ New whale accumulation: Vertical spike (chart shows it) TA shows pattern. Flows show fuel. Both aligned your $90K thesis has legs. Watching if trendline holds. https://twitter.com/i/web/status/2020893257337618487 https://twitter.com/i/web/status/2020893257337618487" [X Link](https://x.com/0xbrel/status/2020893257337618487) 2026-02-09T16:11Z [----] followers, [---] engagements "Miners pivoting to AI shows capital following returns. The data confirms it: Mining difficulty: -11% (largest drop since 2021) Bitfarms stock: Up on AI pivot announcement Markets rewarding AI BTC mining This is short-term rational long-term questionable. When miners exit less selling pressure (bullish for BTC). Also means: Hash rate drops network less secure (concern). But here's the flip: If BTC rallies miners come back fast. $70K mining barely profitable. $100K+ mining prints money again. Capital is mercenary. Follows momentum. Right now: AI hot BTC mining cold. [--] months from now if BTC" [X Link](https://x.com/0xbrel/status/2020893604978245819) 2026-02-09T16:12Z [----] followers, [---] engagements "This is EXACTLY the point from my tweet earlier. Feb 5: Cleanest liquidation event in crypto history. What DIDN'T happen: ❌ No exchange insolvencies ❌ No protocol failures ❌ No stablecoin depegs ❌ No contagion cascade $2.2B liquidations processed smoothly. DeFi infrastructure stress test = PASSED. Compare to: [----] COVID: BitMEX liquidation engine broke 2022: Luna Celsius 3AC collapsed 2026: Everything worked To use your example Sky kept operating through -50% crash this is what mature infrastructure looks like. When you can flush 241K BTC to exchanges and nothing breaks the system works. Old" [X Link](https://x.com/0xbrel/status/2020896207657164839) 2026-02-09T16:22Z [----] followers, [--] engagements "XRP SOPR [--] = holders realizing losses. This mirrors BTC's Feb [--] pattern: Forced selling complete Holders capitulating Cost basis lost When SOPR drops below [--] for extended period pain transferring from weak to strong hands. Sep 2021-May [----] precedent Prolonged consolidation then recovery. Setup is forming. Signal needs confirmation. https://twitter.com/i/web/status/2020898041884995838 https://twitter.com/i/web/status/2020898041884995838" [X Link](https://x.com/0xbrel/status/2020898041884995838) 2026-02-09T16:30Z [----] followers, [---] engagements "Monday ETF flows thesis confirmed. BTC: +$227M (4th day positive) ETH: -$112M (still bleeding) SOL: -$12M (small) The divergence matters: BTC institutions buying while alts bleed flight to quality. 7-day still negative BUT: Trend reversing (4 days positive vs weeks negative) Size increasing ($331M Fri $227M Mon) Coinbase premium: Sustained positive When 1-day flows flip positive for [--] consecutive days after weeks negative institutional re-entry confirmed. Not euphoria. Just accumulation starting imo. https://twitter.com/i/web/status/2020900926643429472" [X Link](https://x.com/0xbrel/status/2020900926643429472) 2026-02-09T16:41Z [----] followers, [--] engagements ""Not trusting the pump" after [--] days of institutional buying is reasonable skepticism. The test will be this week's data Ivan. Wed: NFP (jobs) Fri: CPI (inflation) If macro cooperates + institutions sustain buying is real. If macro disappoints + ETF flows revert then its a trap. Data is showing setup ($227M Mon $331M Fri). This week shows signal. Trust flows not price only. https://twitter.com/i/web/status/2020901185528439190 https://twitter.com/i/web/status/2020901185528439190" [X Link](https://x.com/0xbrel/status/2020901185528439190) 2026-02-09T16:42Z [----] followers, [--] engagements "But Feb [--] was one of hardest test yet for institutional BTC. -50% in [--] months with $128B ETF AUM is unprecedented. Old BTC: Retail panic exchanges fail New BTC: Institutions buy infrastructure holds The +200% built the infrastructure. The -50% tested it. The rebound proves it works. Next [--] years is a different ball game Pomp. https://twitter.com/i/web/status/2020901436880466035 https://twitter.com/i/web/status/2020901436880466035" [X Link](https://x.com/0xbrel/status/2020901436880466035) 2026-02-09T16:43Z [----] followers, [---] engagements "ECB keeping rates at 2% despite 1.7% inflation looks like a coordinated global easing resistance. While Fed expands balance sheet ECB holds tight. This creates: Euro strength vs dollar Rate differential Capital flow dynamics For risk assets: Fed easing ECB hawkishness. Liquidity matters more than rates. https://twitter.com/i/web/status/2020901585069465715 https://twitter.com/i/web/status/2020901585069465715" [X Link](https://x.com/0xbrel/status/2020901585069465715) 2026-02-09T16:44Z [----] followers, [---] engagements "Bullish on setup. Watching for the signal confirmation: ✅ ETF flows: [--] days positive (+$227M Mon) ✅ Institutions: Accumulating (Strategy Binance) ✅ Forced selling: Complete (241K BTC flushed) ✅ Coinbase premium: Sustained positive Waiting on: Wed NFP (jobs data) Fri CPI (inflation) ETF flows sustain vs revert Setup is complete. Signal is forming. Being bullish with receipts being bullish with hope. The data supports your thesis Kaleo. LFG https://twitter.com/i/web/status/2020903074198667353 https://twitter.com/i/web/status/2020903074198667353" [X Link](https://x.com/0xbrel/status/2020903074198667353) 2026-02-09T16:50Z [----] followers, [---] engagements "NY Fed inflation expectations collapsing is the green light for Fed easing. Chart shows: 1-year expectations back to 3% (lowest since mid-2025). When inflation expectations fall while Fed already expanding balance sheet ($220-375B) easing cycle confirmed without official cuts. For risk assets this is the macro backdrop that supports Bernstein's $150K thesis. Lower inflation expectations + Fed printing + institutional positioning is fuel added. Fri CPI confirms or contradicts chart. Now is the time to pay attention https://twitter.com/i/web/status/2020903339186167868" [X Link](https://x.com/0xbrel/status/2020903339186167868) 2026-02-09T16:51Z [----] followers, [--] engagements "Fed's Waller saying CLARITY "stalled in Congress" same week as Feb [--] White House crypto meeting = interesting timing. Two reads: [--]. Actual stall (legislative gridlock banks lobbying against) [--]. Political negotiation (Waller signaling Fed wants clarity before Warsh takes over May) The stakes: Banks: Oppose yield-bearing stablecoins (threatens $6T deposits) Crypto: Needs legal clarity to unlock $3T institutional capital Waller's comment could mean: Fed wants rules BEFORE Warsh/Bessent coordination begins Or banks successfully slowing it down Or Feb [--] meeting is attempt to unstall it Context" [X Link](https://x.com/0xbrel/status/2020940076105204138) 2026-02-09T19:17Z [----] followers, [----] engagements "Coinbase premium holding BTC while other exchanges sell is the US institutions vs global retail imo This is the divergence: Offshore: Net sellers (retail Asia) Coinbase: Net buyers (US institutions) When one exchange holds the bid alone it's fragile but meaningful. Fragile because If Coinbase pulls the bid there is no support MeaningfulUS capital is defending levels https://twitter.com/i/web/status/2020952259387855047 https://twitter.com/i/web/status/2020952259387855047" [X Link](https://x.com/0xbrel/status/2020952259387855047) 2026-02-09T20:05Z [----] followers, [---] engagements "I spend 10+ hours/week tracking institutional flows across exchanges and whale wallets. Every week I distill it into a [--] minute intelligence report: Where smart money is moving ✅ What the flows actually mean ✅ One actionable takeaway. ✅ First issue just dropped today. Link in bio https://twitter.com/i/web/status/2021148352843305417 https://twitter.com/i/web/status/2021148352843305417" [X Link](https://x.com/0xbrel/status/2021148352843305417) 2026-02-10T09:04Z [----] followers, [---] engagements "Interesting call but the accumulation data doesn't support it yet. BTC inflows to accumulation addresses just hit levels we haven't seen since [----]. Historically when accumulation spikes like this during fear we're closer to a local bottom than a 50% drawdown. The flow data tells a different story than the charts alone" [X Link](https://x.com/0xbrel/status/2021154462350373230) 2026-02-10T09:29Z [----] followers, [----] engagements "The regulatory clarity around stablecoin yield is the institutional unlock nobody is pricing in. Once banks can interact with stablecoins under clear rules the on-chain flow data is going to shift dramatically. Watch exchange stablecoin reserves over the next [--] days for early signals https://twitter.com/i/web/status/2021156295454142877 https://twitter.com/i/web/status/2021156295454142877" [X Link](https://x.com/0xbrel/status/2021156295454142877) 2026-02-10T09:36Z [----] followers, [---] engagements "@star_okx Both right. Different responsibilities. DEX = permissionless tool user assumes risk CEX = custodian must protect users But the line blurs when CEXs compete on "we list everything" narrative. Can't claim bank-level custody + Wild West listing standards. Pick one" [X Link](https://x.com/0xbrel/status/2021180444532682875) 2026-02-10T11:12Z [----] followers, [----] engagements "4th time ever and the previous three all led to massive rallies within 60-90 days. What makes this one interesting from a flow perspective accumulation addresses are absorbing supply at historic rates right now. RSI oversold + aggressive smart money accumulation is about as clean a setup as the data gives you. https://twitter.com/i/web/status/2021471032805118419 https://twitter.com/i/web/status/2021471032805118419" [X Link](https://x.com/0xbrel/status/2021471032805118419) 2026-02-11T06:27Z [----] followers, [---] engagements "@wiseadvicesumit What the strong hands are actually doing right now onchain data shows top PnL wallets (the ones with proven track records) net bought $88M in ETH last week alone. Fresh wallets pushed $393M in. The weak hands are loud on the timeline. The strong hands are quiet in the data" [X Link](https://x.com/0xbrel/status/2021471811259728381) 2026-02-11T06:30Z [----] followers, [--] engagements "Soft CPI in China + soft PPI narrative = more liquidity coming. Every time China has leaned into monetary easing while crypto sits at extreme fear levels the bounce has been violent. The macro setup is quietly building a case for risk assets while everyone stares at the red candles. https://twitter.com/i/web/status/2021471950015472031 https://twitter.com/i/web/status/2021471950015472031" [X Link](https://x.com/0xbrel/status/2021471950015472031) 2026-02-11T06:30Z [----] followers, [--] engagements "The IGV correlation is real on high timeframes but breaks down exactly when it matters most during capitulation events. Last week BTC briefly decorrelated from equities before re-syncing on the bounce. The wallets with the best track records were buying that decorrelation window specifically. The correlation framework works until the flow data overrides it. https://twitter.com/i/web/status/2021474782378684724 https://twitter.com/i/web/status/2021474782378684724" [X Link](https://x.com/0xbrel/status/2021474782378684724) 2026-02-11T06:41Z [----] followers, [---] engagements "The pattern is real but the mechanism is different this time and that matters. Previous recoveries were driven by new retail waves discovering BTC. This cycle has ETFs corporate treasuries sovereign wealth funds and $257B in stablecoins sitting on the sidelines. The recovery engine is fundamentally different and arguably faster imo. The accumulation address data right now looks more like late [----] than any of the slower recovery periods. The wealth transfer is happening it's just quieter because it's institutional this time https://twitter.com/i/web/status/2021504544337752239" [X Link](https://x.com/0xbrel/status/2021504544337752239) 2026-02-11T08:40Z [----] followers, [--] engagements "@TedPillows Grayscale buying $13.3M instead of selling is the detail people should focus on. For months the narrative was Grayscale outflows crushing ETH. That's flipped. Institutional money is accumulating ETH through regulated vehicles during extreme fear. Quiet hands loud conviction" [X Link](https://x.com/0xbrel/status/2021505105602937011) 2026-02-11T08:42Z [----] followers, [---] engagements "This is quietly one of the most significant infrastructure developments of the year. Tokenized money market fund shares as trading collateral means institutional capital can earn yield AND trade simultaneously. That's the bridge between TradFi and crypto that makes the next wave of institutional flow permanent not cyclical. The collateral layer is what turns temporary crypto allocations into structural positions https://twitter.com/i/web/status/2021505502690066479 https://twitter.com/i/web/status/2021505502690066479" [X Link](https://x.com/0xbrel/status/2021505502690066479) 2026-02-11T08:44Z [----] followers, [--] engagements "The BTC/XAU ratio is the chart more people should be watching instead of BTC/USD. Gold just hit ATH while BTC is at -52% from ATH that divergence is at a historic extreme. Every previous reversion from this kind of extreme in the ratio favored BTC massively. If you believe BTC is a digital store of value at all the relative pricing right now is screaming https://twitter.com/i/web/status/2021505653223649509 https://twitter.com/i/web/status/2021505653223649509" [X Link](https://x.com/0xbrel/status/2021505653223649509) 2026-02-11T08:44Z [----] followers, [--] engagements "This is exactly what the on-chain data confirms. When you track where smart money flows during liquidity crunches it concentrates into BTC and ETH not down the risk curve. Memecoin wallets show net outflows while accumulation addresses for BTC are seeing inflows at [----] levels. Liquidity doesn't rotate down. It consolidates up. The capital stack is a ladder and the bottom rungs are already gone. https://twitter.com/i/web/status/2021508038784438397 https://twitter.com/i/web/status/2021508038784438397" [X Link](https://x.com/0xbrel/status/2021508038784438397) 2026-02-11T08:54Z [----] followers, [---] engagements "30% of ETH supply locked in staking during a 52% drawdown from ATH. That's the opposite of what you'd see if holders were losing conviction. Stakers are removing liquid supply from the market at the exact moment price is at extreme fear. Less supply available + accumulation addresses buying aggressively = the setup is tightening while nobody is watching. https://twitter.com/i/web/status/2021528405120815470 https://twitter.com/i/web/status/2021528405120815470" [X Link](https://x.com/0xbrel/status/2021528405120815470) 2026-02-11T10:15Z [----] followers, [--] engagements "This is how adoption actually happens. Not with a bang but with a compliance department signing off on a new product line. Every bank that adds crypto ETPs creates a permanent on-ramp that doesn't disappear when sentiment turns bearish. The flow infrastructure is being built during the fear. By the time sentiment recovers the pipes are already in place. https://twitter.com/i/web/status/2021528523786080355 https://twitter.com/i/web/status/2021528523786080355" [X Link](https://x.com/0xbrel/status/2021528523786080355) 2026-02-11T10:15Z [----] followers, [--] engagements "The real risk isn't Strategy it's the second and third tier BTC treasury companies that leveraged up copying the playbook without the financial engineering. When those get forced to sell it creates the exact type of supply event that smart money wallets are positioning to absorb. The liquidation cascade won't come from the top. It'll come from the copycats. And the wallets with the best track records are sitting there waiting for that supply. https://twitter.com/i/web/status/2021528912778465769 https://twitter.com/i/web/status/2021528912778465769" [X Link](https://x.com/0xbrel/status/2021528912778465769) 2026-02-11T10:17Z [----] followers, [--] engagements "This is the analysis CT needs to hear right now. The best traders I track on-chain aren't trying to catch the exact bottom they're building positions across a range during the basing period. The $11.6M profit wallet I covered this week bought $2.8M in ETH across the entire crash not at one specific level. Accumulation is a process not a moment. The data supports your point completely https://twitter.com/i/web/status/2021529111827546418 https://twitter.com/i/web/status/2021529111827546418" [X Link](https://x.com/0xbrel/status/2021529111827546418) 2026-02-11T10:17Z [----] followers, [---] engagements "The parallel is more precise than people realize. Early 2017: crypto infrastructure being built during disinterest smart money accumulating retail completely absent. Early [----] AI: same dynamic different asset. The question for crypto traders is whether the AI capital formation cycle pulls liquidity away from crypto or eventually converges with it through on-chain AI infrastructure. The flow data over the next [--] months will answer that. https://twitter.com/i/web/status/2021529536089735282 https://twitter.com/i/web/status/2021529536089735282" [X Link](https://x.com/0xbrel/status/2021529536089735282) 2026-02-11T10:19Z [----] followers, [----] engagements "Robinhood building an L2 during a bear market is exactly the kind of infrastructure signal that gets ignored during fear and looks obvious in hindsight. They're not building this for current users they're building it for the next wave. Same pattern as Coinbase launching Base during the [----] lull. The companies with the largest retail distribution are quietly going on-chain while CT debates whether the cycle is over 🤣 https://twitter.com/i/web/status/2021530357883879681 https://twitter.com/i/web/status/2021530357883879681" [X Link](https://x.com/0xbrel/status/2021530357883879681) 2026-02-11T10:22Z [----] followers, [--] engagements "Because upside tail events require liquidity expansion and we're in a tightening regime. Every shock in a tight liquidity environment resolves downward. That changes when the liquidity cycle flips and the macro setup is getting closer. US hiring just hit recession levels at 3.3% China CPI missed banks are already drafting stablecoin compromise language. The catalysts for the liquidity turn are lining up. The tail event to the upside comes when nobody expects it anymore. Which is roughly coming sooon imo https://twitter.com/i/web/status/2021531464832004190" [X Link](https://x.com/0xbrel/status/2021531464832004190) 2026-02-11T10:27Z [----] followers, [---] engagements "This is the argument banks are terrified of becoming mainstream. A 100% backed digital dollar vs a fractional reserve system where your deposit is leveraged 10x before you can blink. The GENIUS Act essentially creates a more trustworthy dollar than the one banks offer. No wonder they're lobbying for a yield ban once people understand they can hold a fully backed dollar that earns yield the fractional reserve model starts looking like a bug not a feature. https://twitter.com/i/web/status/2021533259222380656 https://twitter.com/i/web/status/2021533259222380656" [X Link](https://x.com/0xbrel/status/2021533259222380656) 2026-02-11T10:34Z [----] followers, [--] engagements "The flow data is already front-running this thesis. Accumulation addresses hitting 2022-level inflows LTH supply turning back up $257B in stablecoin dry powder waiting on the sideline. Smart money isn't waiting for the Fed to announce cuts it's positioning for the inevitability of them. A weak jobs print today just accelerates the timeline. The on-chain accumulation says the market already knows the printer is coming https://twitter.com/i/web/status/2021533510243099108 https://twitter.com/i/web/status/2021533510243099108" [X Link](https://x.com/0xbrel/status/2021533510243099108) 2026-02-11T10:35Z [----] followers, [---] engagements "Fair challenge. But here's the counterpoint from the flow data: capitulation in sentiment doesn't have to mean capitulation in price. Fear index is at [--]. LTH supply just turned back up to 14.3M BTC. Accumulation addresses are absorbing at [----] levels. Staking ratio at ATH. The crowd is capitulating. The wallets with the best track records are not. Whether price has more downside is debatable. Whether smart money is positioning is not https://twitter.com/i/web/status/2021554627380949307 https://twitter.com/i/web/status/2021554627380949307" [X Link](https://x.com/0xbrel/status/2021554627380949307) 2026-02-11T11:59Z [----] followers, [---] engagements "Hot labor market Fed stays on hold longer but heres what matters for crypto The smart money accumulating right now isnt positioning for a March cut. Theyre positioning for the inevitable cut that comes later. $257B in stablecoin dry powder doesnt care if its June or July. It just needs a direction. The timeline shifted by weeks not the thesis. https://twitter.com/i/web/status/2021579434218639710 https://twitter.com/i/web/status/2021579434218639710" [X Link](https://x.com/0xbrel/status/2021579434218639710) 2026-02-11T13:37Z [----] followers, [--] engagements "The [----] comparison is the right framework but the flow data makes it even more compelling. In the [----] m 55% retracement accumulation addresses were building positions the entire way down same pattern were seeing now. LTH supply turning back up staking ratio at ATH stablecoin supply at $257B. The people calling bear market in May [----] missed a 3x in [--] months. The on-chain data looks eerily similar https://twitter.com/i/web/status/2021579676825600027 https://twitter.com/i/web/status/2021579676825600027" [X Link](https://x.com/0xbrel/status/2021579676825600027) 2026-02-11T13:38Z [----] followers, [---] engagements "Thats a good question Milk 🤔 Honestly I think the 4-year cycle has been a halving supply narrative but this cycle has a variable that breaks the model: $257B in stablecoin supply at ATH and institutional infrastructure that didnt exist in any prior cycle. ETFs tokenized treasuries corporate balance sheets. The cycle isnt broken the buyer base changed. Previous cycles recovered on retail waves. This one recovers on institutional deployment. The timing might look different but the mechanics are stronger imo https://twitter.com/i/web/status/2021580668375855482" [X Link](https://x.com/0xbrel/status/2021580668375855482) 2026-02-11T13:42Z [----] followers, [--] engagements "@BitfinexReplies @bitfinex Thank you Bitfinex intern. I see this as only the beginning. The next decade will be super interesting especially with AI use cases" [X Link](https://x.com/0xbrel/status/2021668359750787223) 2026-02-11T19:31Z [----] followers, [--] engagements "The best way to cut through both biases is to ignore what people believe and watch what wallets do. The wallets with $10M+ in realized profits arent debating $60K as support or breakdown. Theyre accumulating across the entire range. LTH supply turning back up accumulation addresses at 2022-level inflows $257B in stablecoin dry powder. The trend in sentiment is bearish. The trend in flows is accumulation. One of these is wrong and historically its not the flows. https://twitter.com/i/web/status/2021681645183807995 https://twitter.com/i/web/status/2021681645183807995" [X Link](https://x.com/0xbrel/status/2021681645183807995) 2026-02-11T20:23Z [----] followers, [----] engagements "$100B in [---] days while Bitcoin is down 45% from ATH. Read that again. IBIT options becoming the largest BTC options market in the world means institutional positioning is now happening through regulated derivatives at a scale that dwarfs every crypto-native exchange. The infrastructure didn't pause because price dropped. It accelerated. That's the difference between this cycle and every one before it. https://twitter.com/i/web/status/2021836888710029633 https://twitter.com/i/web/status/2021836888710029633" [X Link](https://x.com/0xbrel/status/2021836888710029633) 2026-02-12T06:40Z [----] followers, [----] engagements "The gold/crypto divergence is real but it has an expiration date. Every prior period where gold significantly outperformed BTC at this magnitude late [----] March [----] mid [----] the reversion trade in BTC's favor was 3-5x within [--] months. Gold leads as the safe haven bid during uncertainty. BTC follows when liquidity turns. The charts show the divergence. The flow data shows the accumulation already happening for the convergence https://twitter.com/i/web/status/2021837316277338239 https://twitter.com/i/web/status/2021837316277338239" [X Link](https://x.com/0xbrel/status/2021837316277338239) 2026-02-12T06:42Z [----] followers, [---] engagements "Lowest non-recession job growth since [----] while the unemployment rate dropped to 4.3%. The labor market is cooling without breaking. That's the exact macro setup that gives the Fed room to cut without emergency. Last time we had this combination weakening growth with no crisis the rate cut cycle that followed sent risk assets on a multi-year run. Smart money on-chain is already positioning for this sequence https://twitter.com/i/web/status/2021837484921856281 https://twitter.com/i/web/status/2021837484921856281" [X Link](https://x.com/0xbrel/status/2021837484921856281) 2026-02-12T06:43Z [----] followers, [--] engagements "SOL seeing net inflows while BTC and ETH see outflows tells you exactly where speculative capital is rotating. Institutional money is selling BTC ETFs to de-risk. Speculative money is chasing the next narrative via SOL. Meanwhile on-chain accumulation addresses for BTC are at 2022-level inflows. The ETF flow and the on-chain flow are telling opposite stories because they represent completely different types of capital with completely different time horizons. https://twitter.com/i/web/status/2021838276114469014 https://twitter.com/i/web/status/2021838276114469014" [X Link](https://x.com/0xbrel/status/2021838276114469014) 2026-02-12T06:46Z [----] followers, [---] engagements "Fear lower than COVID when the global economy literally shut down. Fear lower than FTX when a major exchange collapsed overnight. And the current catalyst A macro drawdown with zero broken protocols no depegging no contagion. The sentiment is pricing in an extinction event. The fundamentals are pricing in a mid-cycle reset. That gap is where generational positions get built. https://twitter.com/i/web/status/2021838490707575210 https://twitter.com/i/web/status/2021838490707575210" [X Link](https://x.com/0xbrel/status/2021838490707575210) 2026-02-12T06:47Z [----] followers, [---] engagements "$305M in a single buy while CT debates whether this is a bear market. Binance has more data on market flows user behavior and liquidity than anyone in crypto. They see every deposit every withdrawal every order. And they just completed a billion-dollar BTC accumulation at these prices. They're not guessing. They have the data. Follow the hands with the best information https://twitter.com/i/web/status/2021840995453747357 https://twitter.com/i/web/status/2021840995453747357" [X Link](https://x.com/0xbrel/status/2021840995453747357) 2026-02-12T06:57Z [----] followers, [---] engagements "Binance completing a $1B Bitcoin accumulation plan during Fear at 5.Just executing. The largest exchange in the world chose the moment of maximum fear to finish building a billion-dollar BTC position. When the entity with the most real-time market data on earth is buying that's not a hedge that's a signal. https://twitter.com/i/web/status/2021841168305147917 https://twitter.com/i/web/status/2021841168305147917" [X Link](https://x.com/0xbrel/status/2021841168305147917) 2026-02-12T06:57Z [----] followers, [---] engagements "The data proves this literally. The wallets with the highest lifetime PnL built their core positions during red days exactly like this one. Fear at [--]. Exchange outflows mirroring H1 [----]. Binance just completed a $1B BTC accumulation plan. The legends aren't being built in silence they're being built on-chain in real time while everyone else is too scared to look https://twitter.com/i/web/status/2021841329391616267 https://twitter.com/i/web/status/2021841329391616267" [X Link](https://x.com/0xbrel/status/2021841329391616267) 2026-02-12T06:58Z [----] followers, [--] engagements "@RunnerXBT @vaneck_us Banger 🤣" [X Link](https://x.com/0xbrel/status/2021841516147442028) 2026-02-12T06:59Z [----] followers, [--] engagements "$1.17 billion. That's how much institutional whales accumulated in crypto this week while the Fear index hit [--] its lowest reading since the Luna collapse. Here's every entity every dollar and what it means" [X Link](https://x.com/0xbrel/status/2021864441017401450) 2026-02-12T08:30Z [----] followers, [--] engagements "BlackRock +$300M BTCHoldings went from $9.9B to $10.2B. The world's largest asset manager added $300M in Bitcoin during the worst sentiment week of the cycle. Still sitting on $6.1B in ETH. Not selling. Buying" [X Link](https://x.com/0xbrel/status/2021864443928363316) 2026-02-12T08:30Z [----] followers, [--] engagements "Matrixport +$131.8M BTC (+78% increase)From $169.2M to $301M in [--] days. Nearly doubled their BTC position during extreme fear. This is the most aggressive single-entity accumulation of the week" [X Link](https://x.com/0xbrel/status/2021864446121971935) 2026-02-12T08:30Z [----] followers, [--] engagements "Galaxy Digital +$20.7M BTC + DeFi ExpansionBTC holdings to $426M. Also doubled their Aave ETH position from $46M to $96M. Mike Novogratz's fund isn't just buying the dip they're expanding DeFi exposure during fear" [X Link](https://x.com/0xbrel/status/2021864448634618073) 2026-02-12T08:30Z [----] followers, [--] engagements "The Holders: Grayscale a16z Jump Wintermute Grayscale holding $1.3B+ steady. a16z adding $2.8M UNI. Jump maintaining $21M stETH. Wintermute hedging with $10M in tokenized gold. Nobody is distributing. Everyone is either holding or adding" [X Link](https://x.com/0xbrel/status/2021864450970566842) 2026-02-12T08:30Z [----] followers, [--] engagements "The Smart Money Fund Dashboard SOL +12.4% balance increase in 24h. JUP +3.7%. SYRUP +$566K net inflow. The funds aren't just buying BTC they're positioning in DeFi infrastructure for the recovery" [X Link](https://x.com/0xbrel/status/2021864453193503074) 2026-02-12T08:30Z [----] followers, [--] engagements "$1.17B in accumulation during the most fearful week since [----]. BlackRock Matrixport Galaxy Grayscale a16z Jump all either buying or holding. When every entity with the most data and the most capital is on the same side of the trade the contrarian position isn't buying. It's selling. And almost nobody with real money is selling" [X Link](https://x.com/0xbrel/status/2021864455517188239) 2026-02-12T08:30Z [----] followers, [--] engagements "Every week I track the wallets that move before the crowd; institutional flows smart money positioning and the data CT doesn't show you. This is what Flow State Weekly does. If you want to see where the money is going before the headlines tell you where it went. Subscribe link in bio. Data sourced from : @nansen_ai @nansen_intern https://twitter.com/i/web/status/2021864458004361372 https://twitter.com/i/web/status/2021864458004361372" [X Link](https://x.com/0xbrel/status/2021864458004361372) 2026-02-12T08:30Z [----] followers, [--] engagements "The on-chain data confirms every word of this. I just published a tweet tracking $1.17B in institutional accumulation this week alone BlackRock +$300M Matrixport +$131M Galaxy Digital expanding into DeFi. Meanwhile [--] legendary wallets with $60M+ in combined lifetime PnL all activated within the same 24-hour window during Fear at [--]. Retail is absent. Smart money is loading. That's not a coincidence it's a pattern that's preceded every major move in crypto history. https://twitter.com/i/web/status/2021866359160807738 https://twitter.com/i/web/status/2021866359160807738" [X Link](https://x.com/0xbrel/status/2021866359160807738) 2026-02-12T08:37Z [----] followers, [---] engagements "BTC sitting right at the 1130-day SMA while $1.17B in institutional capital accumulated this week. The technical level and the flow data are converging at the same price zone. Last time this happened BTC at a historically significant moving average with smart money aggressively accumulating the 6-month return was +74% minimum. The chart gives you the level. The flows tell you who's buying it. https://twitter.com/i/web/status/2021866639298343084 https://twitter.com/i/web/status/2021866639298343084" [X Link](https://x.com/0xbrel/status/2021866639298343084) 2026-02-12T08:39Z [----] followers, [---] engagements "Fear at [--] while $1.17B in institutional capital accumulated this week. BlackRock added $300M in BTC. Matrixport nearly doubled their position. Four legendary wallets with $60M+ lifetime PnL all activated on the same day. The index measures how people feel. The flows measure what they do. These two things have never been further apart https://twitter.com/i/web/status/2021867825988608458 https://twitter.com/i/web/status/2021867825988608458" [X Link](https://x.com/0xbrel/status/2021867825988608458) 2026-02-12T08:43Z [----] followers, [---] engagements "BlackRock selling $29M ETH through the ETF while adding $300M in BTC on-chain this week. That's not bearish on crypto that's a rotation within crypto through different vehicles. The ETF flow and the on-chain flow tell completely different stories when you look at them in isolation. Zoom out to total positioning and BlackRock's net crypto exposure grew this week not shrank. https://twitter.com/i/web/status/2021867973888147701 https://twitter.com/i/web/status/2021867973888147701" [X Link](https://x.com/0xbrel/status/2021867973888147701) 2026-02-12T08:44Z [----] followers, [--] engagements "The UK tokenizing gilts while crypto sentiment is at historic lows is the kind of infrastructure signal that gets completely ignored during fear and looks obvious in hindsight. HSBC and the UK Treasury aren't building this for today's market. They're building it for a financial system where on-chain settlement is default not experimental. The sovereign bond market is $70 trillion. Even 1% moving on-chain changes everything. https://twitter.com/i/web/status/2021868291698946086 https://twitter.com/i/web/status/2021868291698946086" [X Link](https://x.com/0xbrel/status/2021868291698946086) 2026-02-12T08:45Z [----] followers, [--] engagements "This is the framework most of CT is missing. They're analyzing BTC with crypto native tools while it's trading on macro flows. The on-chain data confirms your thesis smart money isn't buying BTC because of halving cycles or chart patterns. They're buying because debt compounding + shrinking policy flexibility = eventual liquidity expansion. $1.17B accumulated this week by institutions who are pricing in the liquidity turn not the current tightness. https://twitter.com/i/web/status/2021868584884912489 https://twitter.com/i/web/status/2021868584884912489" [X Link](https://x.com/0xbrel/status/2021868584884912489) 2026-02-12T08:46Z [----] followers, [---] engagements "Record uncertainty while Fear at [--] and the largest realized loss in BTC history. That's the final ingredient. Every prior period where macro uncertainty peaked alongside crypto capitulation; March [----] late [----] the recovery wasn't gradual. It was violent. Uncertainty doesn't resolve slowly. It snaps. And the wallets positioning right now $1.17B this week alone are betting it snaps upward https://twitter.com/i/web/status/2021868774182343087 https://twitter.com/i/web/status/2021868774182343087" [X Link](https://x.com/0xbrel/status/2021868774182343087) 2026-02-12T08:47Z [----] followers, [--] engagements "Mid range chop is where retail gets chopped up and smart money accumulates quietly. The on chain data backs this $1.17B in institutional accumulation this week happened entirely within this range. Theyre not waiting for range extremes. Theyre building positions while everyone else waits for clarity. By the time price hits the range extreme the positioning is already done. I just dropped a thread about this. I will be deeply grateful if you can take a moment and check it out https://twitter.com/i/web/status/2021881685734834189 https://twitter.com/i/web/status/2021881685734834189" [X Link](https://x.com/0xbrel/status/2021881685734834189) 2026-02-12T09:38Z [----] followers, [--] engagements "Schiff calling $10K while BlackRock added $300M in BTC this week Matrixport nearly doubled their position and Binance completed a $1B SAFU accumulation. If BTC ever touched $10K it wouldnt last long enough for Schiff to tweet about it. The buy wall isnt hypothetical its already being built at $60-67K by wallets with better data than anyone on CT https://twitter.com/i/web/status/2021881848830345624 https://twitter.com/i/web/status/2021881848830345624" [X Link](https://x.com/0xbrel/status/2021881848830345624) 2026-02-12T09:39Z [----] followers, [---] engagements "Support holding while the largest realized loss in BTC history just printed is the detail that matters. The weak hands selling thats what the record loss spike means. Whats left holding this support is institutional accumulation and smart money longs. That sequence and BTC stabilizes is exactly how recoveries start https://twitter.com/i/web/status/2021882230050558017 https://twitter.com/i/web/status/2021882230050558017" [X Link](https://x.com/0xbrel/status/2021882230050558017) 2026-02-12T09:41Z [----] followers, [---] engagements "CryptoQuants capitulation indicator aligning with Fear at [--] record realized losses and $1.17B in institutional accumulation this week. Every prior time these three signals converged capitulation metric extreme fear and aggressive smart money buying the bottom was either in or within weeks. The indicator says accumulation phase. The flows confirm its already happening. https://twitter.com/i/web/status/2021882597261848835 https://twitter.com/i/web/status/2021882597261848835" [X Link](https://x.com/0xbrel/status/2021882597261848835) 2026-02-12T09:42Z [----] followers, [---] engagements "The flow data supports this patience thesis but adds a nuance; the bestmperforming wallets aren't waiting for confirmation. Four legendary traders with $60M+ combined lifetime PnL all activated during this exact Fear at [--] window and deployed $6M+ into BTC/ETH longs. They're not waiting for basing and bullish structure. They're building the positions that create it. You have time to accumulate. But the best entries happen before the confirmation you're waiting for 🫡 https://twitter.com/i/web/status/2021894647669244379 https://twitter.com/i/web/status/2021894647669244379" [X Link](https://x.com/0xbrel/status/2021894647669244379) 2026-02-12T10:30Z [----] followers, [--] engagements "The HODL meme makes it sound easy but that second image is the reality. The wallets that actually hold through this They're not guessing. The ones I track have $10M+ in lifetime profits and they're adding right now at Fear [--] not because they're brave but because the data tells them to. Conviction built on data survives the fire. Conviction built on memes gets tested and breaks. https://twitter.com/i/web/status/2021894819866431495 https://twitter.com/i/web/status/2021894819866431495" [X Link](https://x.com/0xbrel/status/2021894819866431495) 2026-02-12T10:31Z [----] followers, [---] engagements "ETH exchange reserves at [----] levels while staking ratio just hit 30% ATH. The available liquid supply of ETH has never been this tight. The last time exchange reserves were this low was right before ETH went from single digits to $1400. Different price level same mechanic when supply leaves exchanges and gets locked any demand shock gets amplified. The smart money stacking right now knows what a supply squeeze looks like. https://twitter.com/i/web/status/2021894994110374179 https://twitter.com/i/web/status/2021894994110374179" [X Link](https://x.com/0xbrel/status/2021894994110374179) 2026-02-12T10:31Z [----] followers, [--] engagements "JPMorgan turning bullish after an $800B market cap decline is the institutional playbook in plain sight. They don't call bottoms publicly out of generosity they call them after they've already positioned. The on-chain data confirms it: $1.17B in institutional accumulation this week. BlackRock +$300M. Matrixport +$131M. JPMorgan isn't predicting a recovery. They're announcing that the positioning for it is already done. https://twitter.com/i/web/status/2021895201686446470 https://twitter.com/i/web/status/2021895201686446470" [X Link](https://x.com/0xbrel/status/2021895201686446470) 2026-02-12T10:32Z [----] followers, [---] engagements "@wyckoffweb High level on chain analysis right there 😆" [X Link](https://x.com/0xbrel/status/2021903981136818622) 2026-02-12T11:07Z [----] followers, [--] engagements "Rallies are trades not trends until the flows say otherwise. Here's what the broad selloff is masking: every safe haven dumped today. Gold silver treasuries all selling. When even the hedges get sold it's not risk aversion it's a liquidity event. Forced selling across all asset classes to meet margin calls. That's historically the final flush before the turn. The on-chain data shows institutional wallets are absorbing BTC through this exact type of event. The capitulation is the opportunity https://twitter.com/i/web/status/2022057620916302263" [X Link](https://x.com/0xbrel/status/2022057620916302263) 2026-02-12T21:17Z [----] followers, [--] engagements "The $6.85M per day lost to settlement is the number that makes this inevitable not optional. BlackRock isn't experimenting with DeFi out of curiosity they're eliminating a quantifiable drag on a $10T AUM business. And here's what makes this bullish beyond BlackRock: every competitor now has to follow or lose flows. That's not one firm going on-chain. That's the entire asset management industry being pulled on-chain by competitive pressure. The total addressable market for DeFi just went from crypto-native capital to global AUM. That's the forest Milk" [X Link](https://x.com/0xbrel/status/2022058401812165043) 2026-02-12T21:21Z [----] followers, [--] engagements "Retail left and this is what that looks like in an earnings report. The real question is whether Coinbase's institutional pivot custody Base L2 prime brokerage shows up next quarter. If yes this is the trough. If no the business model has a deeper problem than a bear market. https://twitter.com/i/web/status/2022059886851293234 https://twitter.com/i/web/status/2022059886851293234" [X Link](https://x.com/0xbrel/status/2022059886851293234) 2026-02-12T21:26Z [----] followers, [----] engagements "@Jampzey cause the people building DeFi infrastructure aren't the same people getting margin called right now. BlackRock is making a 5-year decision. Today's sellers are making a 5-minute decision. Both are happening simultaneously 🤣 Time will show us" [X Link](https://x.com/0xbrel/status/2022060331670155545) 2026-02-12T21:28Z [----] followers, [--] engagements "Russia returning to USD settlement would be the largest reversal of de dollarization in decades. More demand for dollars more demand for dollar denominated assets more demand for dollar stablecoins as the bridge. The $257B stablecoin market just got a potential tailwind that nobody is pricing in because everyone's staring at today's candle. https://twitter.com/i/web/status/2022064119113756767 https://twitter.com/i/web/status/2022064119113756767" [X Link](https://x.com/0xbrel/status/2022064119113756767) 2026-02-12T21:43Z [----] followers, [--] engagements "Net loss during a quarter where BTC dropped 45% from ATH and retail evaporated. That's not a surprise it's a stress test result. And they still generated $3B in free cash flow. The business didn't break under the worst conditions this cycle has thrown at it. That's the data point that matters for a long-term hold https://twitter.com/i/web/status/2022068657640419840 https://twitter.com/i/web/status/2022068657640419840" [X Link](https://x.com/0xbrel/status/2022068657640419840) 2026-02-12T22:01Z [----] followers, [---] engagements "Everyone's focused on the revenue miss but $3.07B free cash flow at 172% margin is absurd. That went from negative $784M last quarter. Coinbase is generating cash at a rate that makes the EPS miss almost irrelevant for anyone with a time horizon beyond next week. COIN up 3% after hours because someone in the market actually read past the headline. https://twitter.com/i/web/status/2022068867292373043 https://twitter.com/i/web/status/2022068867292373043" [X Link](https://x.com/0xbrel/status/2022068867292373043) 2026-02-12T22:02Z [----] followers, [---] engagements "The shipping is real; Base L2 expanded custody [--] products over $100M annualized. But the market is pricing COIN on the cycle not the build. The gap between what Coinbase is becoming and what the stock price reflects is the same gap between crypto infrastructure growth and crypto sentiment. Both will close. Timing is the only question https://twitter.com/i/web/status/2022069052856766646 https://twitter.com/i/web/status/2022069052856766646" [X Link](https://x.com/0xbrel/status/2022069052856766646) 2026-02-12T22:03Z [----] followers, [---] engagements "This is the adoption path most people overcomplicate. The user doesn't need to care about blockchain. The merchant doesn't need to hold crypto. The settlement layer just needs to be faster cheaper and available 24/7. That already exists. The gap is distribution not technology. Whoever solves merchant onboarding at scale wins the payments layer" [X Link](https://x.com/0xbrel/status/2022192952299204689) 2026-02-13T06:15Z [----] followers, [---] engagements "12 products over $100M annually while everyone's writing the obituary over one quarter's retail drop. The USDC number is the one I'd circle $17.8B average held on platform at ATH. That's sticky capital that doesn't leave during bear markets. It sits there generating revenue regardless of whether retail is aping memecoins or not. Coinbase built the recurring revenue model that crypto has never had. The market just hasn't rerated them for it yet. https://twitter.com/i/web/status/2022193276975984898 https://twitter.com/i/web/status/2022193276975984898" [X Link](https://x.com/0xbrel/status/2022193276975984898) 2026-02-13T06:17Z [----] followers, [---] engagements "@KobeissiLetter Steel and aluminum tariff rollback + Russia returning to USD + Iran deal talk. Three deescalation signals in [--] hours. The market is pricing in maximum geopolitical risk at the exact moment that risk is actively being reduced. That mismatch doesn't hold for long" [X Link](https://x.com/0xbrel/status/2022193518312403114) 2026-02-13T06:17Z [----] followers, [---] engagements "Ripple CEO Coinbase Solana Uniswap BlackRock all advising the CFTC. Read that list again. These aren't crypto tourists they're the builders who survived multiple bear markets. Regulatory capture usually means incumbents writing rules to block newcomers. This time the newcomers ARE writing the rules. That's a first. https://twitter.com/i/web/status/2022222500826919408 https://twitter.com/i/web/status/2022222500826919408" [X Link](https://x.com/0xbrel/status/2022222500826919408) 2026-02-13T08:13Z [----] followers, [--] engagements "MVRV at [---] with Mayer Multiple at [----]. Two independent metrics both saying the same thingwe're approaching historically cheap levels. Not there yet but close. The wallets that track this stuff on-chain aren't waiting for MVRV to hit [---]. They started buying at [---] and they'll keep buying all the way down https://twitter.com/i/web/status/2022222602815648011 https://twitter.com/i/web/status/2022222602815648011" [X Link](https://x.com/0xbrel/status/2022222602815648011) 2026-02-13T08:13Z [----] followers, [---] engagements "This is the chart that should be pinned above every 'bear market confirmed' tweet. Accumulator demand going vertical during Fear at [--]. These addresses have one behavior pattern they buy and don't sell. When their demand goes parabolic during capitulation it means the supply being panic sold is getting absorbed permanently. It's not going back to exchanges https://twitter.com/i/web/status/2022222772361896277 https://twitter.com/i/web/status/2022222772361896277" [X Link](https://x.com/0xbrel/status/2022222772361896277) 2026-02-13T08:14Z [----] followers, [---] engagements "Hot CPI then fed stays put market sells. Cool CPI then rate cut hopes return market bounces. But honestly Both outcomes are short-term noise. The structural setup underneath with record capitulation negative funding institutional accumulation doesn't change based on a 0.1% CPI print either way" [X Link](https://x.com/0xbrel/status/2022223375741899244) 2026-02-13T08:16Z [----] followers, [--] engagements "@cryptorover Shutdown risk dropping tariffs being scaled back Iran deal talk Russia USD return. Four risk off catalysts in [--] hours and price hasn't reacted yet. Lag is normal during liquidation cascades. The reaction comes after the forced selling exhausts itself" [X Link](https://x.com/0xbrel/status/2022223661953167416) 2026-02-13T08:17Z [----] followers, [---] engagements "Fragile and bullish aren't mutually exclusive. The best setups always feel like they're about to break. What I'm watching underneath the price action: Matrixport added $120M in BTC this week Galaxy doubled leveraged ETH and four dormant wallets with $60M+ lifetime PnL all woke up within [--] hours of each other. Fragile on the chart. Aggressive underneath it. https://twitter.com/i/web/status/2022239170974842944 https://twitter.com/i/web/status/2022239170974842944" [X Link](https://x.com/0xbrel/status/2022239170974842944) 2026-02-13T09:19Z [----] followers, [---] engagements "Global Uncertainty Index just printed the highest reading in recorded history above [----] above COVID. And crypto already priced most of it in with a 45% drawdown while equities barely corrected. The asset that already absorbed the uncertainty gets to benefit first when it starts clearing. Three deescalation signals dropped in the last [--] hours and price hasn't reacted yet. https://twitter.com/i/web/status/2022239364697260329 https://twitter.com/i/web/status/2022239364697260329" [X Link](https://x.com/0xbrel/status/2022239364697260329) 2026-02-13T09:20Z [----] followers, [--] engagements "The $60K floor has something previous support zones didn't institutional bid. Matrixport added $120M in BTC this week at these levels. Binance completed a $1B SAFU accumulation. The liquidity trapdoor below $60K is real on the chart but the wallet data suggests there's a wall of institutional buying sitting right where the trapdoor is supposed to open. Doesn't mean it can't happen means it has to eat through serious demand first. https://twitter.com/i/web/status/2022239720101613854 https://twitter.com/i/web/status/2022239720101613854" [X Link](https://x.com/0xbrel/status/2022239720101613854) 2026-02-13T09:21Z [----] followers, [---] engagements "65K holding after the largest realized loss event in BTC history is the detail that changes the read. The weak hands already got flushed $2.3B in net realized losses this week. What's holding this level now isn't hope. It's the capital that stepped in after the capitulation. Different buyers different conviction different outcome if it gets tested again. https://twitter.com/i/web/status/2022239840142520558 https://twitter.com/i/web/status/2022239840142520558" [X Link](https://x.com/0xbrel/status/2022239840142520558) 2026-02-13T09:22Z [----] followers, [---] engagements "This is the divergence nobody's talking about enough. Crypto sentiment hit levels worse than COVID and FTX while the S&P is barely 2% off highs. That gap has to close. Either equities catch down or crypto catches up. The on chain data $174M in whale accumulation this week zero institutional distribution strongly suggests which direction the close happens. https://twitter.com/i/web/status/2022240041745908158 https://twitter.com/i/web/status/2022240041745908158" [X Link](https://x.com/0xbrel/status/2022240041745908158) 2026-02-13T09:22Z [----] followers, [--] engagements "2.4% would be the lowest CPI print since the hiking cycle began. That's not just bullish it reopens the rate cut conversation that the hot NFP data tried to shut down yesterday. Watch the [--] year yield reaction within the first [--] minutes. That tells you more than the headline number https://twitter.com/i/web/status/2022240415387132288 https://twitter.com/i/web/status/2022240415387132288" [X Link](https://x.com/0xbrel/status/2022240415387132288) 2026-02-13T09:24Z [----] followers, [---] engagements "Brutal truth people need to hear. Down 90% doesn't mean cheap it means the bid disappeared. The difference between an altcoin that's 'undervalued' and one that goes to zero is whether real capital is flowing into it. On chain fund data shows smart money concentrating into BTC ETH and SOL right now. Not into the coins already down 90%. There's a reason for that and I'm sure a lesson in there somewhere https://twitter.com/i/web/status/2022240901750284542 https://twitter.com/i/web/status/2022240901750284542" [X Link](https://x.com/0xbrel/status/2022240901750284542) 2026-02-13T09:26Z [----] followers, [---] engagements "Consumer trading fell 13% but derivatives revenue through Deribit grew. That's the business model pivot happening in real time from retail speculation to institutional infrastructure. The market punished the headline miss. The Deribit acquisition might be what saves the next earnings call. https://twitter.com/i/web/status/2022241054091567345 https://twitter.com/i/web/status/2022241054091567345" [X Link](https://x.com/0xbrel/status/2022241054091567345) 2026-02-13T09:26Z [----] followers, [--] engagements "Honestly None right now. The flow data is screaming concentration into majors. Smart money funds increased SOL by 11.3% in [--] hours. Everything else is seeing outflows. Until the majors base and capital starts rotating back down the risk curve altcoins are a patience game not a buying game imo https://twitter.com/i/web/status/2022256756122894812 https://twitter.com/i/web/status/2022256756122894812" [X Link](https://x.com/0xbrel/status/2022256756122894812) 2026-02-13T10:29Z [----] followers, [--] engagements "Clean read. But here's what the range doesn't show you who's building positions inside the chop. Matrixport added $120M in BTC this week right in the middle of this 'no business zone.' The chart says wait for extremes. The wallets with the best track records aren't waiting. https://twitter.com/i/web/status/2022256904097906789 https://twitter.com/i/web/status/2022256904097906789" [X Link](https://x.com/0xbrel/status/2022256904097906789) 2026-02-13T10:29Z [----] followers, [--] engagements "Tell him the truth nobody knows if this is THE dip or just A dip. But also tell him smart money like Matrixport just added $120M in BTC BlackRock is sitting on $10B without selling a dollar and Fear just printed its lowest reading in [--] years. Then let him decide. At least he's asking at 66K and not 120K 😂 https://twitter.com/i/web/status/2022257244063076815 https://twitter.com/i/web/status/2022257244063076815" [X Link](https://x.com/0xbrel/status/2022257244063076815) 2026-02-13T10:31Z [----] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@0xbrel 0xsimba ⌘ (🌸, 🌿) 🛸
0xsimba ⌘ (🌸, 🌿) 🛸 posts on X about crypto, flow, money, $60k the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [------] -37%
- [--] Month [-------] +5,647%
- [--] Months [-------] +10,826%
- [--] Year [-------] +5,366%
Mentions: [--] #
- [--] Week [---] -5.70%
- [--] Month [-----] +1,005%
- [--] Months [-----] +1,546%
- [--] Year [-----] +1,577%
Followers: [-----] #
- [--] Week [-----] +3.40%
- [--] Month [-----] +24%
- [--] Months [-----] +27%
- [--] Year [-----] +33%
CreatorRank: [-------] #
Social Influence
Social category influence finance 69.31% cryptocurrencies #4505 stocks 17.93% exchanges #1935 technology brands 10.69% countries 7.24% financial services #2746 currencies 2.41% social networks 1.72% vc firms 0.69%
Social topic influence crypto #2988, flow #1935, money 14.14%, $60k #202, liquidity #673, $330m #6, exchanges #229, sentiment #614, coinbase #279, onchain #1312
Top accounts mentioned or mentioned by @bitfinexreplies @tedpillows @cryptorover @milkroad @lynaldencontact @henrikzeberg @araistotle_jr @quintenfrancois @lookonchain @wiseadvicesumit @nansenai @jampzey @coinbureau @moneymenpod @truthslicer @exitpumpbtc @arthur0x @hhorsley @larkdavis @ashcrypto
Top assets mentioned Coinbase Global Inc. (COIN) BlackRock Inc (BLK) Bitcoin (BTC)
Top Social Posts
Top posts by engagements in the last [--] hours
"@exitpumpBTC Bearish book but Coinbase still holding bid. US vs offshore divergence continues. Fragile"
X Link 2026-02-15T13:07Z [----] followers, [----] engagements
"@QuintenFrancois Internet [----] is the right analogy. BTC users vs Internet users at same adoption curve. Question: How long until "Google moment" Infrastructure proved it works Feb [--]. Now needs killer app for normies. Chart shows early. Very early"
X Link 2026-02-15T20:44Z [----] followers, [---] engagements
"Signal #1: IBIT vs MicroStrategy 784k BTC (IBIT) vs 709k BTC (MSTR) Retail loved the MSTR leverage play. Institutions want pure exposure through ETFs. The real capital isn't trading it's accumulating"
X Link 2026-01-20T15:21Z [----] followers, [--] engagements
"Buy the dip or wait for lower CASE FOR NOW: ✅ $235M leaving exchanges ✅ Smart traders 14.9X normal buying ✅ Liquidations mostly flushed ✅ Macro event not crypto weakness CASE TO WAIT: ⚠ Iran could escalate further ⚠ Oil prices still elevated ⚠ BTC no clear support yet Answer: DCA not FOMO. https://twitter.com/i/web/status/2016963699576103073 https://twitter.com/i/web/status/2016963699576103073"
X Link 2026-01-29T19:56Z [----] followers, [---] engagements
"The smart money playbook: 🎯 1st buy: NOW (30-40% of position) Catch bounce if it comes 🎯 2nd buy: $82K BTC / $2600 ETH If geopolitics worsen 🎯 3rd buy: $78K BTC / $2400 ETH Capitulation wick (if happens) DCA FOMO. EVERY. SINGLE. TIME"
X Link 2026-01-29T19:56Z [----] followers, [---] engagements
"@lookonchain This is the data everyone needs to see. $142M -$129M. $87M -$22M. Pattern: leverage + conviction = destruction. Now Fear [--] $2.58B liquidated total. The market just taught [--] expensive lessons. Survival leverage"
X Link 2026-02-01T09:15Z [----] followers, [---] engagements
"THIS is why Warsh will cut aggressively. T ruflation 0.86% vs CPI 2.5% = 3X divergence. Same divergence explains metals crash (-13% gold -27% silver) markets pricing NO debasement. Problem: Cuts WITHOUT QE liquidity stays tight. BTC -$1.9B ETF flows = pricing restrictive policy that's ending. Mispricing is the opportunity imo https://twitter.com/i/web/status/2017981356949618860 https://twitter.com/i/web/status/2017981356949618860"
X Link 2026-02-01T15:20Z [----] followers, [---] engagements
"This explains the Truflation divergence @MilkRoad Road posted. Official CPI 2.5% Truflation 0.86% lower income 3.1%. Different baskets = different realities. Top 20% (discretionary) sees deflation. Bottom 40% (necessities) feels inflation. Fed policy targets aggregate misses distribution. Warsh cuts help who https://twitter.com/i/web/status/2018051539579920893 https://twitter.com/i/web/status/2018051539579920893"
X Link 2026-02-01T19:59Z [----] followers, [--] engagements
"Product destroying it. Stock getting destroyed. Same pattern as crypto overall: Utility growing ✅ Price collapsing ❌ $10T stablecoin volume in January. Annualized = $120T. That's 40X crypto's total market cap ($3T). Stablecoins is the real crypto product. If regulation comes Circle stock should be way higher Currently pricing in failure. Market wrong here. Dan right on TAM. https://twitter.com/i/web/status/2018556349529952480 https://twitter.com/i/web/status/2018556349529952480"
X Link 2026-02-03T05:25Z [----] followers, [----] engagements
"This is Cross-asset carnage. Tech -2.2% crypto -30% YTD Iran tensions rising. This is what Alistair said; BTC tracking Nasdaq until real demand shows up. Nasdaq down = BTC down. No independent bid yet. All risk assets moving together. Pure correlation zero conviction. Risk-off = everything bleeds. https://twitter.com/i/web/status/2019106066546438408 https://twitter.com/i/web/status/2019106066546438408"
X Link 2026-02-04T17:49Z [----] followers, [----] engagements
"This. Everyone today: "Most oversold since FTX" Emperor: "Oversold is not a bottom in bear market" I learned this TODAY. Feb 2: ETF flows +$561M said trigger hit Feb 4: ETF flows -$88M back negative One day oversold bounce doesn't change the trend. Emperor's right: Patience oversold duration. That's the game. Survive longer than the oversold lasts. https://twitter.com/i/web/status/2019157931745591552 https://twitter.com/i/web/status/2019157931745591552"
X Link 2026-02-04T21:15Z [----] followers, [----] engagements
"Appreciate the alpha mindset but also Most people are underwater 40-70%. "Optional" = if you have capital + survived. BTC $70K (was $125K). ETH down 32% in [--] days. Tom Lee -$7.4B unrealized. Job = optional for survivors. Job = necessary for liquidated. On-chain ops exist ✅ But surviving TO trade them is the game. Your optimism is valuable. Just: Survive first. Alpha second. https://twitter.com/i/web/status/2019376712199397646 https://twitter.com/i/web/status/2019376712199397646"
X Link 2026-02-05T11:45Z [----] followers, [--] engagements
"Bitcoin just touched $60K. Everyone's panicking. Here's why this might be the exact moment they'll regret not buying. [--] reasons this looks like capitulation not collapse 🧵"
X Link 2026-02-06T06:21Z [----] followers, [---] engagements
"$7B liquidated in [--] days. That's forced selling not organic. Leverage flush = rocket fuel removal. When overleveraged longs are gone price can actually move up without constant liquidation pressure"
X Link 2026-02-06T06:21Z [----] followers, [--] engagements
"Now the honest part: This could be THE bottom. Or A bottom before $50Ks. I don't know which. But I do know this: Every metric that worked in [----] [----] [----] [----] is flashing. And in [--] months one group will say "I should've bought $60K.""
X Link 2026-02-06T06:21Z [----] followers, [---] engagements
"Two ways this plays out: 1) $60K holds = $80K+ by summer 2) $60K breaks = $50Ks pain first Either way: This is the zone where legends are made or portfolios die. Not financial advice. Just data receipts. History rhymes. It doesn't repeat. But it damn sure rhymes"
X Link 2026-02-06T06:21Z [----] followers, [--] engagements
"Had to read it a few times to fully understand what it means but Here it is clean and simple. IBIT just had a record day in volume and options while BTC and SOL sold off together without the usual cascade of liquidations. That suggests forced selling not panic. The theory is a large non-crypto hedge fund likely HK-based blew up a leveraged IBIT options trade possibly tied to JPY carry funding and losses in silver. Because the fund is isolated and non-crypto CT wouldnt see it. Proof if any would show up later in 13F filings. This reads less like crypto selling and more like balance-sheet"
X Link 2026-02-06T07:07Z [----] followers, [----] engagements
"@arthur0x Arthur institutions with balance sheets: MicroStrategy Tether Binance SAFU already buying. MSTR underwater but structured to hold. Tether minted $3B stablecoins. SAFU bought $100M. They ARE stepping in just quietly. Question: Is it enough Market saying not yet"
X Link 2026-02-06T07:26Z [----] followers, [---] engagements
"This explains the $60K drop. Simple version: Hong Kong hedge fund(s) running levered IBIT options + Silver trade + JPY carry = all blew up at once. $10.7B IBIT volume = 2X normal = forced liquidation. Not fundamental bearishness. Mechanical deleveraging. When leverage clears price finds equilibrium. This was the highest volume day on $IBIT ever by a factor of nearly 2x trading $10.7B today. Additionally roughly $900M in options premiums were traded today also the highest ever for IBIT. Given these facts and the way $BTC and $SOL traded down in lockstep today (normally This was the highest"
X Link 2026-02-06T07:29Z [----] followers, [----] engagements
"Market maturity showing 😅 1.7B liqs on a nothing-burger day vs $1.2B COVID or $1.5B FTX. Leverage everywhere now. Bitfinex funding flipping extremely positive while rest negative Classic divergence could be smart money hedging or positioning quietly. Bear case: more cascade if funding normalizes lower. Bull case: accumulation signal if outflows pick up. Flows will tell. Watching ETH/BTC exchange movement this weekend. https://twitter.com/i/web/status/2019748834260263269 https://twitter.com/i/web/status/2019748834260263269"
X Link 2026-02-06T12:23Z [----] followers, [----] engagements
"Leverage flush brutal. 2B+ wiped ETFs dumping $434M BTC tags $60K then bounces to $65-66K. Pure de-risking no big fundamental trigger. On-chain adds color: smart money not fully exiting. Bear case: $60K breaks to mid-50s retest easy. Bull case: this clears weak hands rotation resumes if inflows flip. Key watch: if outflows accelerate on bounce. https://twitter.com/i/web/status/2019749137529319582 https://twitter.com/i/web/status/2019749137529319582"
X Link 2026-02-06T12:24Z [----] followers, [---] engagements
"Eric -$434M yesterday IBIT -$175M = pain visible. But your stat matters more: 90% AUM still in. YTD -$2.2B looks bad until you realize $96B still held. Thats conviction not capitulation. Cat [--] hurricane = accurate metaphor. Most holders weathering it not abandoning ship. Structure still holding despite force. https://twitter.com/i/web/status/2019758326343496160 https://twitter.com/i/web/status/2019758326343496160"
X Link 2026-02-06T13:01Z [----] followers, [---] engagements
"This is modest beat. 1-year inflation 3.5% down from 4.0% supports the rate cut narrative. Stock market crashing despite improving sentiment there is that disconnect. Consumers feel okay markets panicking. That gap is either the market overreacting or consumers lagging reality. Paying attention https://twitter.com/i/web/status/2019797900696457557 https://twitter.com/i/web/status/2019797900696457557"
X Link 2026-02-06T15:38Z [----] followers, [---] engagements
"@HHorsley Whats the defi app that you see that will find pmf and bring the next wave of users like Hyperliquid"
X Link 2026-02-06T21:41Z [----] followers, [--] engagements
"This ties together: Hawkish Fed + safe haven collapse (gold -40%) + ETF outflows = perfect storm converged. Not one thing broke - three structural pressures at once. Strategy underwater not broken = key distinction. Structure gives them time. Inflection point = accurate. Next [--] hours (ETF flows $70K hold Fear stabilization) tell us which way it breaks. https://twitter.com/i/web/status/2019892332712112507 https://twitter.com/i/web/status/2019892332712112507"
X Link 2026-02-06T21:53Z [----] followers, [---] engagements
"The setup. Your ten-fold that rally math assumes mean reversion. Gold did +70% since inauguration. BTC 10X that = 700% from here ($60K $480K). Bold but mathematically consistent IF gold normalizes and BTC reclaims safe haven narrative. Big IF. Watching for decoupling signal. https://twitter.com/i/web/status/2019893186966024295 https://twitter.com/i/web/status/2019893186966024295"
X Link 2026-02-06T21:57Z [----] followers, [---] engagements
"February [--] Friend texts: You still holding at $60K Me: Yeah Friend : You're crazy I sold Me: Cool February [--] Friend texts: BTC at $70K Me: Yep Friend: You still in Me: Yeah Friend: "Should I buy back" Me: "Up to you" Friend: typing. typing. typing. The hardest part is watching"
X Link 2026-02-07T06:04Z [----] followers, [---] engagements
"@LarkDavis That's the fuel. Liquidated all longs yesterday at $60K. Now shorts building at higher levels thinking "dead cat bounce." That asymmetry squeeze setup IF $70K holds. Big IF. Shorts at these levels either genius or about to get destroyed. Watching $73K break"
X Link 2026-02-07T06:13Z [----] followers, [----] engagements
"You're right It's rat poison. Prediction markets can be useful (Polymarket = information tool). But marketing them as "easy money" to average people will destroys lives. They'll blame crypto when the sob stories hit mainstream media. Taking responsibility starts with honest marketing. https://twitter.com/i/web/status/2020018922494333438 https://twitter.com/i/web/status/2020018922494333438"
X Link 2026-02-07T06:16Z [----] followers, [--] engagements
"China ban #69 officially confirmed. The ritual is complete. Every major bottom: 2017: China ban $3K bottom 2021: China ban $29K bottom 2022: China ban $15.5K bottom 2026: China ban $60K bottom It's not a bug. It's a feature. When China bans crypto cycle bottom confirmed"
X Link 2026-02-07T07:00Z [----] followers, 74.9K engagements
"Google Trends spiking attention is returning but not peak FOMO yet. Compare to previous peaks: May 2021: 100/100 (top) Nov 2021: 93/100 (top) Oct 2025: 87/100 (top) Today: Probably 40-50/100 (bouncing from bottom) Attention increasing liquidity flows follow with lag. But we're not at euphoria levels yet. Relief rally attention not blow-off top attention. The signal: People searching again does not mean people buying yet. Watching for sustained trend. https://twitter.com/i/web/status/2020030123949297815 https://twitter.com/i/web/status/2020030123949297815"
X Link 2026-02-07T07:01Z [----] followers, [----] engagements
"Lark the greed/fear whipsaw is a brutal teacher. $60K: Fear [--] longs getting liquidated its going to $40K $71K: FOMO kicks in late longs pile in $68K: Those late longs liquidated $98M rekt [--] hours. Both directions. Everyone stopped out. This reads less like market direction and more like liquidation engine running both ways efficiently. The lesson isnt dont use leverage. Its markets designed to extract from leverage users first direction traders second. Peace of mind is holding spot ignoring 4-hour charts. https://twitter.com/i/web/status/2020051186397687893"
X Link 2026-02-07T08:25Z [----] followers, [---] engagements
"This data is wild but heres what it actually signals: Prediction markets arent just competing with crypto exchanges. Theyre competing with TRADING itself as a category. This reads less like prediction markets are hot and more like people want agency over outcomes not just price speculation. Robinhood = bet on stocks/crypto going up/down Polymarket = bet on REAL WORLD EVENTS with verifiable outcomes The convergence: Retail wants to trade CERTAINTY (elections events) more than VOLATILITY (crypto stocks). Also: Hyperliquid = interesting. Perps platform beating memecoin casino = shift toward"
X Link 2026-02-07T08:44Z [----] followers, [--] engagements
"Add learn to track on chain flows not just price. Bear markets reward those who know the difference between "down bad" and "structurally broken." BTC had $330M ETF inflow at $60K. That's institutional accumulation. Your job: survive long enough to benefit from it. Data emotions. Learned this the hardway. https://twitter.com/i/web/status/2020070177384071249 https://twitter.com/i/web/status/2020070177384071249"
X Link 2026-02-07T09:40Z [----] followers, [--] engagements
"@AshCrypto June [----] playbook: RSI extreme check Fib breakdown check Fund blow-ups (3AC/Celsius) HK funds now Bottom: $17.5K Sideways: [---] days If this rhymes we just front-ran the chop by hitting $60K first. Same pattern faster execution"
X Link 2026-02-07T09:55Z [----] followers, [---] engagements
"$686M loss breaks down to liquidation mechanics not sentiment. When you borrow stablecoins against ETH collateral you're short volatility. ETH -50% = collateral shrinks debt stays fixed liquidation inevitable. This wasn't a bad trade. It was leverage mismatch. Forced selling is not conviction selling. https://twitter.com/i/web/status/2020074759363371372 https://twitter.com/i/web/status/2020074759363371372"
X Link 2026-02-07T09:58Z [----] followers, [---] engagements
"Fear at [--] vs historic low of [--] in Aug [----]. That bottomed at $9.5K after a -54% drop from $21K. This time: $60K after -52% from $126K. Same fear level. Same percentage drop. Different scale. Pattern's rhyming. Waiting on flow confirmation: ETF buyers sustaining + Fear stabilizing above [--]. https://twitter.com/i/web/status/2020075756508852393 https://twitter.com/i/web/status/2020075756508852393"
X Link 2026-02-07T10:02Z [----] followers, [---] engagements
"@Crypto_Crib_ $1.5T added in [--] hours isn't the story. The story is WHO bought: Cathie Wood loading COIN/HOOD aggressively Crypto hedge funds buying the dip (Bitwise data) $330M ETF inflow at $60K Retail sees bounce. Institutions see discount. That's the flow divergence that marks bottoms"
X Link 2026-02-07T10:05Z [----] followers, [--] engagements
"Forced selling leaves receipts in the data: $351M BTC deposited to exchanges post-liquidation $686M Trend Research liquidation (Coin Bureau) Futures contango collapsed Meanwhile: $330M ETF inflow at $60K institutions buying the forced selling. The FUD merchants don't check flows. They just amplify fear. https://twitter.com/i/web/status/2020082354295849225 https://twitter.com/i/web/status/2020082354295849225"
X Link 2026-02-07T10:28Z [----] followers, [---] engagements
"WSJ calling crypto winter while institutions are buying. Classic contrarian indicator. Headlines: "Biggest bulls uncertain" Flows: $330M ETF inflow at $60K Mainstream media amplifies fear at bottoms greed at tops. They're a sentiment gauge not a signal. When WSJ writes the obituary check who's accumulating 🫡 https://twitter.com/i/web/status/2020082823953076578 https://twitter.com/i/web/status/2020082823953076578"
X Link 2026-02-07T10:30Z [----] followers, [---] engagements
"@QuintenFrancois @cryptoquant_com Institutions buying while retail capitulates textbook bottom setup. Smart money doesn't announce entries. They just show up in the data when Fear hits 6-8. This is what accumulation looks like"
X Link 2026-02-07T11:00Z [----] followers, [---] engagements
"Had to read this three times but here's the clean version: The Theory: HK hedge fund (non-crypto native) ran JPY carry trade levered IBIT options + Binance positions + precious metals. The Unwind: Oct 10: $19.16B crypto liquidation blew hole in balance sheet Prime broker gave [--] days to fix it Fund doubled down on gold/silver recovery trade Warsh nomination crashed metals (gold -11% silver -31%) Feb 5: Forced liquidation = $10.7B IBIT volume (2X record ever) Why CT Missed It: Non-crypto fund = zero crypto counterparties. No on-chain signals. No CT chatter. Pure TradFi structure imploding into"
X Link 2026-02-07T11:23Z [----] followers, [--] engagements
"Infrastructure builds in bear markets gets used in bull markets. 2022-2023: Lightning adoption exploded (no one noticed) 2024-2025: ETF infrastructure built (retail ignored it) 2026: Merchant adoption accelerating (during "worst cycle ever") Fundamentals improve while sentiment crashes = setup. https://twitter.com/i/web/status/2020114629871993083 https://twitter.com/i/web/status/2020114629871993083"
X Link 2026-02-07T12:37Z [----] followers, [--] engagements
"Strip away the emotion here's the clean read: What Happened: BTC frontran the debasement narrative in [----] (ETF hype + Trump). Metals didn't. They had supply shock + smaller sell walls. Momentum flows chased the better trade (Gold/Silver). Why BTC "Failed": Not narrative failure. Timing failure. OG holders dumped billions at $100K-$126K = killed momentum. Mercenary capital rotates to whatever's moving (not what's "right". The Reset: Oct [--] + Feb [--] = forced liquidations from non-crypto funds. Not spot holders capitulating. Leverage unwinding. New generation of spot buyers entered. The Thesis:"
X Link 2026-02-07T20:01Z [----] followers, [---] engagements
"You are calling $64K the line in the sand. Your thesis: Break it stocks follow deflationary cascade. The counter: $330M ETF inflow Feb [--] at $60K. But 1-2 days doesn't make a trend. Need sustained institutional buying to prove $60K-$64K is the new accumulation zone. Setup vs signal. Watching this. https://twitter.com/i/web/status/2020231814095466946 https://twitter.com/i/web/status/2020231814095466946"
X Link 2026-02-07T20:22Z [----] followers, [---] engagements
"Debasement thesis is real. But timing matters more than narrative. Bull case: Dollar debasement crypto moons Bear case: We flush first then debasement trade Current data: Stablecoins: -$14B outflow (capital LEAVING crypto) ETF flows: -$3B January (institutions exiting) Smart money: Sitting in cash not buying yet Debasement doesn't happen on a schedule. Needs catalyst: Fed cuts (not happening) Liquidity injection (not happening) Capital inflows (not happening YET) Setup is there. Signal needs confirmation. https://twitter.com/i/web/status/2020234242119332061"
X Link 2026-02-07T20:32Z [----] followers, [---] engagements
"Altcoins down 60-80% valuation reset. Your accumulation thesis needs flow confirmation: Stablecoins exiting (-$14B) Smart money still in cash (not rotating to alts yet) BTC needs to stabilize first (alts follow BTC flows) Wicks everywhere forced selling exhausted ✅ Capital returning not yet (waiting for signal ❌) If BTC holds $60K+ for [--] weeks AND stablecoin inflows return your TAO accumulation looks prescient. Setup vs signal. Watching with you ser 🫡 https://twitter.com/i/web/status/2020235778459332739 https://twitter.com/i/web/status/2020235778459332739"
X Link 2026-02-07T20:38Z [----] followers, [---] engagements
"Smart money bought the crash. Now they're waiting. Here's what institutional flows actually show:"
X Link 2026-02-07T21:43Z [----] followers, [---] engagements
"BTC ETF Flows (The Real Picture): Total AUM: $128.6B BTC Held: 1.36M BTC Jan 2026: -$1.6B outflow Price: -44% since Oct [----] Translation: [--] months of institutional selling + 50% leverage flush: forced unwinding not conviction loss"
X Link 2026-02-07T21:43Z [----] followers, [--] engagements
"Recent Activity: Feb 5: Mass outflows (panic) Feb 6: +$330M inflows Feb 7: +$231M BlackRock 1-2 days does not equal trend reversal. But green shoots after bleeding show some strength "
X Link 2026-02-07T21:43Z [----] followers, [--] engagements
"Two Paths: 🟢 Flows sustain Institutions front-ran bottom $60K-$70K = new accumulation zone 🔴 Flows revert One-day dip buy Retest $50K as sellers return Next week will confirm which"
X Link 2026-02-07T21:43Z [----] followers, [---] engagements
"What to Watch: ✅ Mon-Fri ETF flows (need 3+ green days) ✅ $60K support holding (not just wicking) ✅ Fear stabilizing above [--] Setup complete. Signal pending. This is how bottoms form in data not comfort. Follow for weekly flow analysis. No vibes. Just receipts"
X Link 2026-02-07T21:44Z [----] followers, [---] engagements
"Window thesis is right. But "loading up" needs flow confirmation: ETF buyers showing up (2 days green need 5+) Stablecoins returning (Still -$14B) Smart money deploying (Still in cash) Setup = cheap prices ✅ Signal = capital returning ❌ Both needed. One without other is early imo. https://twitter.com/i/web/status/2020255180525113460 https://twitter.com/i/web/status/2020255180525113460"
X Link 2026-02-07T21:55Z [----] followers, [--] engagements
"Market structure fixes liquidation casino problem. But liquidations aren't bugs they're features of leverage. Feb 5: $2.2B liquidated = forced deleveraging Result: Cleaner market structure for institutional capital Market Structure Bill enables TradFi participation. But volatility doesn't disappear. Just gets regulated. https://twitter.com/i/web/status/2020256487210193260 https://twitter.com/i/web/status/2020256487210193260"
X Link 2026-02-07T22:00Z [----] followers, [---] engagements
"Quinten you are early to the move but directionally right. Macro setup you're describing is correct (QT ending rate cuts coming liquidity cycle turning). But the timing bro Flows aren't confirming it yet. Stablecoins: -$14B (capital leaving not entering) Smart money: Still in cash (not rotating to alts) BTC needs to lead first (alts follow never lead) Your thesis plays out when: ✅ Stablecoins flip positive ✅ BTC confirms $60K hold ✅ Smart money rotates back You're right about macro SETUP Flows need to confirm the SIGNAL Rooting for your conviction. Just watching for entry confirmation."
X Link 2026-02-08T10:14Z [----] followers, [---] engagements
"Bullish for [----] but flow data shows why we're here now: Feb [--] capitulation: 241K BTC moved to exchanges (Feb 4-6) 100K+ BTC from short-term holders (Binance alone) 27K BTC inflows on Coinbase Advanced (institutions) That's real forced selling. Not sentiment. Actual liquidations. Q1 [----] thesis needs capital to return first. Right now: still digesting 241K BTC that hit exchanges last week. Bullish long-term. Timing short-term. Thanks to @Darkfost_Coc for sharing the flow data. Its gold. https://twitter.com/i/web/status/2020446572555784352 https://twitter.com/i/web/status/2020446572555784352"
X Link 2026-02-08T10:36Z [----] followers, [---] engagements
"Sentiment flipped because holder composition changed. [----] $69K: Retail euphoria leverage maxed [----] $69K: Post-capitulation 241K BTC dumped to exchanges in [--] days Same price. Different flows. Feb 6: 100K+ STH inflows to Binance forced selling Now: Institutions bought $330M at $60K When bears call $40K at $69K after 50% flush that's usually late. You are right Greeny Its an emotional market fortunately for me tracking Flows is helping me navigate it https://twitter.com/i/web/status/2020447233997504654 https://twitter.com/i/web/status/2020447233997504654"
X Link 2026-02-08T10:38Z [----] followers, [---] engagements
"Max leverage short at $70K after 241K BTC capitulation last week That's fading the bottom not riding the trend. Feb 6: 100K+ BTC hit Binance (STH capitulation) Feb 6: $330M ETF inflow (institutions bought it) When forced sellers exhaust and institutions position shorting max leverage is a widow maker trade. $800 to liq is tight. https://twitter.com/i/web/status/2020447757392028016 https://twitter.com/i/web/status/2020447757392028016"
X Link 2026-02-08T10:40Z [----] followers, [---] engagements
"$750M loss on ETH one of the largest single position capitulation. This is what forced selling at scale looks like. Not retail panic institutional liquidation. When a $2B position unwinds completely that's supply exhaustion not distribution. $44M sold today is the final cleanup. Forced sellers done one less overhang. Now pump it Ted ;) https://twitter.com/i/web/status/2020454324644569578 https://twitter.com/i/web/status/2020454324644569578"
X Link 2026-02-08T11:07Z [----] followers, [---] engagements
"While BTC bled -50% productive crypto infrastructure kept scaling: Prediction markets: Exponential growth Stablecoin addresses: 60M+ (vertical) DeFi users: 300M+ Perpetual volume: Record highs "No use cases" = didn't check the data. Price follows narrative. Fundamentals follow usage. Usage never stopped growing. https://twitter.com/i/web/status/2020461676177281495 https://twitter.com/i/web/status/2020461676177281495"
X Link 2026-02-08T11:36Z [----] followers, [----] engagements
"Strip away the philosophy debate here's the market test: Financial crypto: ✅ Survived regulation ✅ Survived scams ✅ Survived -80% drawdowns ✅ Bottoms-up adoption Non-financial crypto (gaming media "web3"): ❌ Failed despite ZIRP funding ❌ Failed despite less regulatory scrutiny ❌ Top-down investor thesis not user demand Your point: Stop pretending regulation killed web3 gaming. Users killed it by not wanting it. Crypto's successful use cases (2008-2024): Bitcoin (store of value) Stablecoins ($200B market) DeFi ($100B+ TVL) Prediction markets (Polymarket $10B+ volume) ICOs/capital formation"
X Link 2026-02-08T11:37Z [----] followers, [---] engagements
"Agree: Forced deleveraging = spark. The data: 241K BTC to exchanges (Feb 4-6) 100K+ from STH on Binance alone $2.2B liquidations in 24hrs Trend Research final $44M ETH sale today ETF outflows + whale selling + tech correlation = fuel after leverage snapped. When 241K BTC gets force-dumped in [--] hours price just hunts liquidity. Cascade complete. Now watching if buyers defend $60K-$70K. https://twitter.com/i/web/status/2020470915922895178 https://twitter.com/i/web/status/2020470915922895178"
X Link 2026-02-08T12:12Z [----] followers, [---] engagements
"Exactly this. Feb 4-6: 241K BTC hit exchanges forced liquidation event HK hedge fund(s) blown up mechanical selling not conviction loss CT response: "Crypto is dead" / "Going to zero" When forced sellers exhaust sentiment stays bearish while smart money positions. $330M ETF inflow Feb [--] = institutions bought the forced selling. Technical events create bottoms. Sentiment confirms them [--] months later. https://twitter.com/i/web/status/2020471101848014883 https://twitter.com/i/web/status/2020471101848014883"
X Link 2026-02-08T12:13Z [----] followers, [---] engagements
"Horsley's right: Institutions see $70K as opportunity. The receipts: Bitwise: $100M inflows Monday at $77K BlackRock: $231M Friday Feb 6: $330M total ETF inflow at $60K "New crack at the apple" isexactly what the flow data shows. Long-term holders unsure (sentiment). Institutions buying (flows). When those diverge this extremely flows win. Price follows conviction not comfort. https://twitter.com/i/web/status/2020532134771871802 https://twitter.com/i/web/status/2020532134771871802"
X Link 2026-02-08T16:16Z [----] followers, [---] engagements
"Last week proved Vijay's point exactly. 50X leverage = why 241K BTC hit exchanges Feb 4-6: $2.2B liquidations in 24hrs 100K+ STH forced selling on Binance Trend Research $750M ETH loss When leverage snaps it doesn't matter if you're right directionally. You're just forced out at worst prices. Feb 6: Institutions bought $330M at $60K (no leverage). Leveraged traders: Liquidated. Coinbase adding 50X is adding more fuel for next cascade. Irresponsible is accurate. https://twitter.com/i/web/status/2020534370235269598 https://twitter.com/i/web/status/2020534370235269598"
X Link 2026-02-08T16:25Z [----] followers, [---] engagements
"STH already flushed (Feb 4-6: 241K BTC to exchanges) Now testing early LTH: 6-12m holders: $103K cost basis (underwater -32%) 12-18m holders: $85K cost basis (underwater -18%) 18m-2yr holders: $63K cost basis (held) $63K support is where older hands said "not selling." When newer LTH age their coins despite being underwater that's conviction not capitulation. Price found support where conviction started. Good data. Following for more on-chain context. https://twitter.com/i/web/status/2020535176510505230 https://twitter.com/i/web/status/2020535176510505230"
X Link 2026-02-08T16:28Z [----] followers, [---] engagements
"@TedPillows Digital gold : store of value Digital oil : infrastructure fuel Digital casino : speculation hub Hyperliquid: digital perp infrastructure that actually works"
X Link 2026-02-08T16:35Z [----] followers, [---] engagements
"Coinbase premium flip is the flow signal I've been watching. The data: Jan 14-Feb 5: Premium -0.25% (3 weeks US absent during crash) Feb 7: Flipped positive +0.026% Today: Going vertical Translation: US institutions sat out the entire $95K $68K dump. Now paying PREMIUM to accumulate at $70K. This confirms the $330M ETF inflow Feb [--] wasn't one-day anomaly. When US market goes from [--] weeks absent to aggressive premium buying in 48hrs that's regime shift. Either front-running CLARITY Act (Feb [--] White House meeting) positioning for strategic reserve or institutions done waiting. Probably all"
X Link 2026-02-08T17:54Z [----] followers, [---] engagements
"Denial vs complacency debate misses the flow signal. Feb 4-6: 241K BTC hit exchanges forced selling (capitulation) Feb 6-8: $330M+ ETF inflows = institutions buying Retail sees: Bounce as complacency Institutions see: Discount as accumulation When US Coinbase premium flips positive after [--] weeks negative that's not denial. That's positioning. Market psychology lags flow reality by weeks. Both could be right on different timeframes. https://twitter.com/i/web/status/2020558267328438678 https://twitter.com/i/web/status/2020558267328438678"
X Link 2026-02-08T18:00Z [----] followers, [---] engagements
"Channel support at $2089 technical level. Flow context adds timing: Trend Research final $44M ETH sale today (ended $750M loss) ETH treasury companies: All gains erased One of the Largest forced seller this cycle is done TA shows where support is. Flows show largest seller just exited. If this holds as accumulation zone (not just bounce) forced selling exhaustion + technical support = setup complete. "Basement snack" later is retest. Watching the flows to confirm which. https://twitter.com/i/web/status/2020558859748696275 https://twitter.com/i/web/status/2020558859748696275"
X Link 2026-02-08T18:02Z [----] followers, [----] engagements
"Weekly capitulation candle + flows confirm the setup. Your $65-70K range lines up with where institutions stepped in: Feb 6: $330M ETF inflow at $60K Coinbase premium flipped positive after [--] weeks negative 241K BTC forced to exchanges sellers exhausted Holding [----] ATH ($69K) : psychological + now institutional support level. Tests at $85K need flow confirmation: ✅ If ETF buyers sustain this week your range plays out ❌ If flows revert negative consolidation extends TA shows the candle. Flows show who's defending it. Both pointing same direction. I'm keenly watching."
X Link 2026-02-08T18:32Z [----] followers, [---] engagements
"$40K would need: ETF outflows resuming (opposite of what we're seeing) Stablecoins continuing to bleed (currently -$14B) Institutions exiting (they just started buying) Feb 6: $330M institutional inflow at $60K they think it's cheap here. Not impossible. But flows would need to reverse hard. More likely: $60K-$70K range for weeks while flows confirm bottom. Watch this week's ETF data Mike. https://twitter.com/i/web/status/2020568957430743246 https://twitter.com/i/web/status/2020568957430743246"
X Link 2026-02-08T18:42Z [----] followers, [--] engagements
"Weekly Flow Summary (Feb 2-8) Forced Selling: 241K BTC to exchanges (Feb 4-6) Trend Research final $44M ETH sale $2.2B liquidations in 24hrs Institutional Response: Feb 6: $330M ETF inflow at $60K Coinbase premium flipped positive BlackRock: $231M Friday The Turn: Fear stayed at 6-7 all week. Institutions bought it. This week decides if it's real or relief rally. Watching Monday to Friday flows for confirmation. https://twitter.com/i/web/status/2020571741857218761 https://twitter.com/i/web/status/2020571741857218761"
X Link 2026-02-08T18:53Z [----] followers, [---] engagements
"@SatoshiFlipper We just need the ETF flows this week to confirm. Otherwise lower then higher"
X Link 2026-02-08T18:54Z [----] followers, [---] engagements
"Regulatory structure created the perverse incentive. Howey Test avoidance strip all rights zero accountability. Result: Treasuries became slush funds with no fiduciary duty. CLARITY Act would fix this by establishing: Disclosure requirements Transparency standards Actual legal frameworks for token rights When founders can't be held accountable retail becomes exit liquidity. Memecoin pivot makes sense: At least the lack of utility is honest. Feb [--] White House meeting on this exact issue. If CLARITY passes we get real token structures with actual rights. Until then: VCs dump founders pivot"
X Link 2026-02-08T19:16Z [----] followers, [---] engagements
"Slightly less extreme still extreme. But flows tell different story: Coinbase premium: Positive (US buying) ETF inflows: [--] days green 241K BTC forced selling: Complete Sentiment lags flows by weeks. Fear was [--] when institutions bought $330M. Fear is [--] when price recovered 15%. This is why flows sentiment. https://twitter.com/i/web/status/2020745251397280201 https://twitter.com/i/web/status/2020745251397280201"
X Link 2026-02-09T06:23Z [----] followers, [--] engagements
"Fed just announced gradual balance sheet expansion ($220-375B expected). China now ordering banks to reduce treasury exposure. Timing isn't coincidence. This is exactly the "financial war" scenario in @LynAldenContact newsletter tonight: Foreigners hold $9.3T treasuries China exits = Fed must backstop Baseline expansion accelerates Fed printed $6.5T last cycle. This could force bigger print than expected. Watching Feb [--] White House meeting closely. https://twitter.com/i/web/status/2020755667586265338 https://twitter.com/i/web/status/2020755667586265338"
X Link 2026-02-09T07:04Z [----] followers, [---] engagements
"@coinglass_com Exactly. OI flat = position rotation not new capital. Shorts closed longs opened net zero. Real breakout needs: Fresh OI increase Sustained ETF inflows Stablecoin supply turning positive Right now: Trading existing liquidity not adding new liquidity. Setup vs signal"
X Link 2026-02-09T07:22Z [----] followers, [---] engagements
"Setup is here. Signal confirmation: Monday-Friday ETF flows (need sustained buying) Stablecoins stop bleeding (still -$14B) Fear stabilizes above [--] (currently 14) "Bear market" after -50% flush does not equal a "bear market" after slow bleed. One is forced selling (recovers faster). Other is conviction loss (takes time). This was forced selling. Your timing could be right. https://twitter.com/i/web/status/2020761605198274598 https://twitter.com/i/web/status/2020761605198274598"
X Link 2026-02-09T07:28Z [----] followers, [--] engagements
"Korea regulation + Bithumb error = forced cleanup. 620K phantom BTC briefly crashed price to $55K locally. This is why exchange transparency matters: Proof of reserves Real-time auditing Regulatory oversight When $5B+ weekly Korean equity inflows exist crypto regulation tightens. Capital protection innovation freedom. https://twitter.com/i/web/status/2020761877886734561 https://twitter.com/i/web/status/2020761877886734561"
X Link 2026-02-09T07:29Z [----] followers, [--] engagements
"Boredom after capitulation has been the accumulation zone historically. 241K BTC forced to exchanges cleared sellers. Now watching: Monday-Friday ETF flows (need sustained buying) $60K-$70K range holds (institutions positioned here) Stablecoins stop bleeding Dips for buying IF flows confirm institutions defend. Your range thesis ($65-$70K bottom tests $85K) plays out if this week's data supports it. Setup vs signal. This week decides. https://twitter.com/i/web/status/2020792063743107148 https://twitter.com/i/web/status/2020792063743107148"
X Link 2026-02-09T09:29Z [----] followers, [---] engagements
"Rate cut odds falling markets pricing out dovish pivot. But here's the divergence: Fed funds futures: Less cuts expected Fed balance sheet: Expanding ($220-375B this year) China: Reducing treasury exposure Rate policy does not equal liquidity policy. Even without cuts Fed adding liquidity to maintain ample reserves. For risk assets: Liquidity rates. Watching Wed NFP + Fri CPI for volatility. https://twitter.com/i/web/status/2020792254474911790 https://twitter.com/i/web/status/2020792254474911790"
X Link 2026-02-09T09:29Z [----] followers, [--] engagements
"China reducing US treasury exposure Fed will be forced to backstop. @LynAldenContact "financial war" scenario playing out: Foreigners hold $9.3T treasuries China exits = Fed prints more Dollar pressure increases Feb [--] White House meeting on stablecoins suddenly more critical. When major creditors reduce exposure Fed balance sheet expansion accelerates beyond baseline. https://twitter.com/i/web/status/2020792728716468317 https://twitter.com/i/web/status/2020792728716468317"
X Link 2026-02-09T09:31Z [----] followers, [--] engagements
"Price psychology is instant but flows lag sentiment by weeks. Fear was [--] when institutions bought $330M at $60K. Fear is [--] now at $70K after 15% recovery. Retail Feels better when price up Institutions bought when price down This divergence is why flows sentiment imo. When fear drops from extreme while price barely moved it's noise not signal. Real shift is when sustained ETF flows + stablecoin inflows are returning. https://twitter.com/i/web/status/2020795004248043878 https://twitter.com/i/web/status/2020795004248043878"
X Link 2026-02-09T09:40Z [----] followers, [--] engagements
"Fear doubled from [--] to [--] in [--] hours. But context matters: Price: $69K (barely moved from $70K) Sentiment: "Less extreme fear" Flows: China reducing US treasuries Fed expanding balance sheet Sentiment reacting to small price change. Flows showing structural macro shifts. When fear drops on tiny price moves its reflexive not meaningful. Watching actual capital flows not just sentiment surveys. https://twitter.com/i/web/status/2020795115162255677 https://twitter.com/i/web/status/2020795115162255677"
X Link 2026-02-09T09:41Z [----] followers, [--] engagements
"Feb [--] was the cleanest liquidation event in crypto history. Here's why that's wildly bullish: [------] BTC forced to exchanges in [--] hours. $2.2B liquidations in [--] hours. Fear hit [--] (lowest in [--] years). But here's what DIDN'T happen: ❌ No exchange insolvencies ❌ No protocol failures ❌ No stablecoin depegs ❌ No contagion cascade ❌ No FTX [---] Compare to previous crashes: 2022: Luna imploded 3AC collapsed Celsius frozen contagion for months [----] COVID: BitMEX liquidation engine broke exchanges went offline 2018: No institutional buyers existed to catch it [----] is different: ✅ Infrastructure held"
X Link 2026-02-09T09:51Z [----] followers, [---] engagements
"BlackRock record volume is institutions trading not just holding Quinten. Exchange volume measures retail/traders. ETF volume measures institutions/allocators. When ETF volume exchange volume: Price discovery shifted Institutional flows matter more Old playbook (just watch exchanges) is incomplete This is exactly the market structure change. Flows over TA. Institutions over retail. https://twitter.com/i/web/status/2020799527255499047 https://twitter.com/i/web/status/2020799527255499047"
X Link 2026-02-09T09:58Z [----] followers, [--] engagements
"All three: Macro panic (Korea yen carry) Market structure stress (leverage cascade) Paper Bitcoin unwinding (derivatives flush) Created the Perfect storm Feb [--]. But ETF flows told different story: Feb 5: Outflows (panic) Feb 6: $330M inflows (conviction) When physical Bitcoin buyers step in during paper Bitcoin unwind = regime shift. That's the signal everyone missed. https://twitter.com/i/web/status/2020799886472491386 https://twitter.com/i/web/status/2020799886472491386"
X Link 2026-02-09T10:00Z [----] followers, [---] engagements
"Conviction backed by capital is different from hopium. The data: 241K BTC flushed to exchanges Feb [--] Institutions bought $330M at $60K Coinbase premium flipped positive Holders aged coins despite being underwater Stubborn is not delusional when you're deploying capital. When critics were loudest (Fear 6) institutions positioned. Salt mining works when you're buying not just holding. Conviction + flows = fuel. https://twitter.com/i/web/status/2020802618121986383 https://twitter.com/i/web/status/2020802618121986383"
X Link 2026-02-09T10:11Z [----] followers, [---] engagements
"Critical week for risk assets: Tuesday: Retail sales (consumer strength) Wednesday: Jobs (can economy handle higher rates) Friday: CPI (is inflation sticky) For crypto specifically: $COIN earnings Thursday = first post-crash quarter Retail sales = proxy for risk appetite CPI = Fed liquidity path Watching if data drives flows or if flows ignore macro noise. https://twitter.com/i/web/status/2020803435969274349 https://twitter.com/i/web/status/2020803435969274349"
X Link 2026-02-09T10:14Z [----] followers, [--] engagements
"RSI [--] + Fear [--] is technical extremes matched by flow extremes. [----] RSI 15: Slow accumulation 18-month recovery [----] RSI 15: Sharp flush fast recovery Difference is in the forced selling pattern. [----] had acute panic + institutional buying (MicroStrategy). [----] has acute panic + institutional buying (ETFs). Your consolidation thesis makes sense if: ✅ ETF flows sustain this week ✅ Stablecoins stop bleeding ✅ $60K-$70K holds TA shows the extreme. Flows show who's buying it. Both pointing in the same direction. https://twitter.com/i/web/status/2020806917136732630"
X Link 2026-02-09T10:28Z [----] followers, [---] engagements
"Tether has $23B gold + $120B treasury backing. This is the bridge: TradFi sees: Stablecoin backed by "real assets" Crypto sees: On-chain dollar with hard asset reserve When largest stablecoin issuer holds more gold than most countries: Validates hard asset thesis Shows crypto/TradFi convergence Proves reserves can be transparent Tether's balance sheet: $120B+ treasuries (Fed liquidity receiver) $23B gold (sovereign-level holder) $6B+ BTC (earlier accumulation) They're not a tech company. They're a shadow central bank with blockchain rails. When stablecoins start looking like CBs distinction"
X Link 2026-02-09T10:38Z [----] followers, [---] engagements
"@cryptorover $69K = [----] ATH now support level. Watching if institutions defend (bought $330M+ at $60K) or if retest comes. Weekend held. Monday-Friday flows decide"
X Link 2026-02-09T10:38Z [----] followers, [---] engagements
"Your BTC shift makes sense from flow perspective. What changed: ETFs brought institutional capital ($128B AUM) BTC now trades with macro liquidity (Fed treasuries) Alts still trade on narratives When crisis hits: ✅ BTC = institutions defend ❌ Alts = you're alone Maturity is understanding what survives liquidity drains. You are evolving ser most don't. https://twitter.com/i/web/status/2020827385558360392 https://twitter.com/i/web/status/2020827385558360392"
X Link 2026-02-09T11:49Z [----] followers, [--] engagements
"Key signal buried in here: "Coinbase premium returns" This is the flow shift I've been tracking: [--] weeks negative (US absent during crash) Flipped positive Feb [--] Sustaining now When US premium returns + $331M BTC ETF inflow institutions positioning. Everything else is noise around that signal. https://twitter.com/i/web/status/2020827724969807934 https://twitter.com/i/web/status/2020827724969807934"
X Link 2026-02-09T11:50Z [----] followers, [--] engagements
"China pumping $456B domestic liquidity same week they told banks to reduce US treasury exposure. This is capital repatriation: Exit US assets Support domestic economy Reduce dollar dependence When major creditor turns inward Fed forced to fill gap. Feb [--] White House meeting timing makes more sense now. https://twitter.com/i/web/status/2020828106081079713 https://twitter.com/i/web/status/2020828106081079713"
X Link 2026-02-09T11:52Z [----] followers, [---] engagements
"First publicly traded agentic finance firm new category. AI offense (CFO Silvia) + BTC defense (treasury strategy). This is the convergence: AI automates operations BTC protects treasury from debasement Public markets get exposure to both When AI agents start managing corporate treasuries holding BTC exponential category. Watching this closely. https://twitter.com/i/web/status/2020850242460000353 https://twitter.com/i/web/status/2020850242460000353"
X Link 2026-02-09T13:20Z [----] followers, [----] engagements
"Strategy down -$5B unrealized = doesn't change behavior. Bought $90M MORE at $78K (above current price). This is 10-year capital deployment not trading: Average: $76K Current: $69K Response: Keep buying When largest public holder ignores short-term P&L = signal. Institutions don't trade volatility. They accumulate through it. https://twitter.com/i/web/status/2020850368112914787 https://twitter.com/i/web/status/2020850368112914787"
X Link 2026-02-09T13:20Z [----] followers, [---] engagements
"@APompliano Excited to watch the execution. Public markets finally getting pure play exposure to both trends simultaneously. Good luck with the integration Pomp 🤝"
X Link 2026-02-09T13:24Z [----] followers, [---] engagements
"Tether's $10B profit on $137B treasuries = exactly what Feb [--] White House meeting is about. The conflict: Banks say: Yield-bearing stablecoins will drain $6T+ deposits from banking system Crypto says: Why should Tether keep all the yield instead of holders Jupiter's $JUPUSD = forcing the issue. If users can get 4% on stablecoins vs 0.3% in savings accounts: Banking model breaks Capital flows to crypto rails Regulatory fight intensifies Two outcomes: [--]. Banks win regulation = yield banned Tether keeps profits innovation blocked [--]. Crypto wins = yield-bearing stablecoins scale banking"
X Link 2026-02-09T15:52Z [----] followers, [---] engagements
"Bump and Run Reversal targeting $90K is the technical setup. But needs flow confirmation: ✅ Institutions buying (Strategy $90M Binance $730M) ✅ Coinbase premium: Positive ✅ New whale accumulation: Vertical spike (chart shows it) TA shows pattern. Flows show fuel. Both aligned your $90K thesis has legs. Watching if trendline holds. https://twitter.com/i/web/status/2020893257337618487 https://twitter.com/i/web/status/2020893257337618487"
X Link 2026-02-09T16:11Z [----] followers, [---] engagements
"Miners pivoting to AI shows capital following returns. The data confirms it: Mining difficulty: -11% (largest drop since 2021) Bitfarms stock: Up on AI pivot announcement Markets rewarding AI BTC mining This is short-term rational long-term questionable. When miners exit less selling pressure (bullish for BTC). Also means: Hash rate drops network less secure (concern). But here's the flip: If BTC rallies miners come back fast. $70K mining barely profitable. $100K+ mining prints money again. Capital is mercenary. Follows momentum. Right now: AI hot BTC mining cold. [--] months from now if BTC"
X Link 2026-02-09T16:12Z [----] followers, [---] engagements
"This is EXACTLY the point from my tweet earlier. Feb 5: Cleanest liquidation event in crypto history. What DIDN'T happen: ❌ No exchange insolvencies ❌ No protocol failures ❌ No stablecoin depegs ❌ No contagion cascade $2.2B liquidations processed smoothly. DeFi infrastructure stress test = PASSED. Compare to: [----] COVID: BitMEX liquidation engine broke 2022: Luna Celsius 3AC collapsed 2026: Everything worked To use your example Sky kept operating through -50% crash this is what mature infrastructure looks like. When you can flush 241K BTC to exchanges and nothing breaks the system works. Old"
X Link 2026-02-09T16:22Z [----] followers, [--] engagements
"XRP SOPR [--] = holders realizing losses. This mirrors BTC's Feb [--] pattern: Forced selling complete Holders capitulating Cost basis lost When SOPR drops below [--] for extended period pain transferring from weak to strong hands. Sep 2021-May [----] precedent Prolonged consolidation then recovery. Setup is forming. Signal needs confirmation. https://twitter.com/i/web/status/2020898041884995838 https://twitter.com/i/web/status/2020898041884995838"
X Link 2026-02-09T16:30Z [----] followers, [---] engagements
"Monday ETF flows thesis confirmed. BTC: +$227M (4th day positive) ETH: -$112M (still bleeding) SOL: -$12M (small) The divergence matters: BTC institutions buying while alts bleed flight to quality. 7-day still negative BUT: Trend reversing (4 days positive vs weeks negative) Size increasing ($331M Fri $227M Mon) Coinbase premium: Sustained positive When 1-day flows flip positive for [--] consecutive days after weeks negative institutional re-entry confirmed. Not euphoria. Just accumulation starting imo. https://twitter.com/i/web/status/2020900926643429472"
X Link 2026-02-09T16:41Z [----] followers, [--] engagements
""Not trusting the pump" after [--] days of institutional buying is reasonable skepticism. The test will be this week's data Ivan. Wed: NFP (jobs) Fri: CPI (inflation) If macro cooperates + institutions sustain buying is real. If macro disappoints + ETF flows revert then its a trap. Data is showing setup ($227M Mon $331M Fri). This week shows signal. Trust flows not price only. https://twitter.com/i/web/status/2020901185528439190 https://twitter.com/i/web/status/2020901185528439190"
X Link 2026-02-09T16:42Z [----] followers, [--] engagements
"But Feb [--] was one of hardest test yet for institutional BTC. -50% in [--] months with $128B ETF AUM is unprecedented. Old BTC: Retail panic exchanges fail New BTC: Institutions buy infrastructure holds The +200% built the infrastructure. The -50% tested it. The rebound proves it works. Next [--] years is a different ball game Pomp. https://twitter.com/i/web/status/2020901436880466035 https://twitter.com/i/web/status/2020901436880466035"
X Link 2026-02-09T16:43Z [----] followers, [---] engagements
"ECB keeping rates at 2% despite 1.7% inflation looks like a coordinated global easing resistance. While Fed expands balance sheet ECB holds tight. This creates: Euro strength vs dollar Rate differential Capital flow dynamics For risk assets: Fed easing ECB hawkishness. Liquidity matters more than rates. https://twitter.com/i/web/status/2020901585069465715 https://twitter.com/i/web/status/2020901585069465715"
X Link 2026-02-09T16:44Z [----] followers, [---] engagements
"Bullish on setup. Watching for the signal confirmation: ✅ ETF flows: [--] days positive (+$227M Mon) ✅ Institutions: Accumulating (Strategy Binance) ✅ Forced selling: Complete (241K BTC flushed) ✅ Coinbase premium: Sustained positive Waiting on: Wed NFP (jobs data) Fri CPI (inflation) ETF flows sustain vs revert Setup is complete. Signal is forming. Being bullish with receipts being bullish with hope. The data supports your thesis Kaleo. LFG https://twitter.com/i/web/status/2020903074198667353 https://twitter.com/i/web/status/2020903074198667353"
X Link 2026-02-09T16:50Z [----] followers, [---] engagements
"NY Fed inflation expectations collapsing is the green light for Fed easing. Chart shows: 1-year expectations back to 3% (lowest since mid-2025). When inflation expectations fall while Fed already expanding balance sheet ($220-375B) easing cycle confirmed without official cuts. For risk assets this is the macro backdrop that supports Bernstein's $150K thesis. Lower inflation expectations + Fed printing + institutional positioning is fuel added. Fri CPI confirms or contradicts chart. Now is the time to pay attention https://twitter.com/i/web/status/2020903339186167868"
X Link 2026-02-09T16:51Z [----] followers, [--] engagements
"Fed's Waller saying CLARITY "stalled in Congress" same week as Feb [--] White House crypto meeting = interesting timing. Two reads: [--]. Actual stall (legislative gridlock banks lobbying against) [--]. Political negotiation (Waller signaling Fed wants clarity before Warsh takes over May) The stakes: Banks: Oppose yield-bearing stablecoins (threatens $6T deposits) Crypto: Needs legal clarity to unlock $3T institutional capital Waller's comment could mean: Fed wants rules BEFORE Warsh/Bessent coordination begins Or banks successfully slowing it down Or Feb [--] meeting is attempt to unstall it Context"
X Link 2026-02-09T19:17Z [----] followers, [----] engagements
"Coinbase premium holding BTC while other exchanges sell is the US institutions vs global retail imo This is the divergence: Offshore: Net sellers (retail Asia) Coinbase: Net buyers (US institutions) When one exchange holds the bid alone it's fragile but meaningful. Fragile because If Coinbase pulls the bid there is no support MeaningfulUS capital is defending levels https://twitter.com/i/web/status/2020952259387855047 https://twitter.com/i/web/status/2020952259387855047"
X Link 2026-02-09T20:05Z [----] followers, [---] engagements
"I spend 10+ hours/week tracking institutional flows across exchanges and whale wallets. Every week I distill it into a [--] minute intelligence report: Where smart money is moving ✅ What the flows actually mean ✅ One actionable takeaway. ✅ First issue just dropped today. Link in bio https://twitter.com/i/web/status/2021148352843305417 https://twitter.com/i/web/status/2021148352843305417"
X Link 2026-02-10T09:04Z [----] followers, [---] engagements
"Interesting call but the accumulation data doesn't support it yet. BTC inflows to accumulation addresses just hit levels we haven't seen since [----]. Historically when accumulation spikes like this during fear we're closer to a local bottom than a 50% drawdown. The flow data tells a different story than the charts alone"
X Link 2026-02-10T09:29Z [----] followers, [----] engagements
"The regulatory clarity around stablecoin yield is the institutional unlock nobody is pricing in. Once banks can interact with stablecoins under clear rules the on-chain flow data is going to shift dramatically. Watch exchange stablecoin reserves over the next [--] days for early signals https://twitter.com/i/web/status/2021156295454142877 https://twitter.com/i/web/status/2021156295454142877"
X Link 2026-02-10T09:36Z [----] followers, [---] engagements
"@star_okx Both right. Different responsibilities. DEX = permissionless tool user assumes risk CEX = custodian must protect users But the line blurs when CEXs compete on "we list everything" narrative. Can't claim bank-level custody + Wild West listing standards. Pick one"
X Link 2026-02-10T11:12Z [----] followers, [----] engagements
"4th time ever and the previous three all led to massive rallies within 60-90 days. What makes this one interesting from a flow perspective accumulation addresses are absorbing supply at historic rates right now. RSI oversold + aggressive smart money accumulation is about as clean a setup as the data gives you. https://twitter.com/i/web/status/2021471032805118419 https://twitter.com/i/web/status/2021471032805118419"
X Link 2026-02-11T06:27Z [----] followers, [---] engagements
"@wiseadvicesumit What the strong hands are actually doing right now onchain data shows top PnL wallets (the ones with proven track records) net bought $88M in ETH last week alone. Fresh wallets pushed $393M in. The weak hands are loud on the timeline. The strong hands are quiet in the data"
X Link 2026-02-11T06:30Z [----] followers, [--] engagements
"Soft CPI in China + soft PPI narrative = more liquidity coming. Every time China has leaned into monetary easing while crypto sits at extreme fear levels the bounce has been violent. The macro setup is quietly building a case for risk assets while everyone stares at the red candles. https://twitter.com/i/web/status/2021471950015472031 https://twitter.com/i/web/status/2021471950015472031"
X Link 2026-02-11T06:30Z [----] followers, [--] engagements
"The IGV correlation is real on high timeframes but breaks down exactly when it matters most during capitulation events. Last week BTC briefly decorrelated from equities before re-syncing on the bounce. The wallets with the best track records were buying that decorrelation window specifically. The correlation framework works until the flow data overrides it. https://twitter.com/i/web/status/2021474782378684724 https://twitter.com/i/web/status/2021474782378684724"
X Link 2026-02-11T06:41Z [----] followers, [---] engagements
"The pattern is real but the mechanism is different this time and that matters. Previous recoveries were driven by new retail waves discovering BTC. This cycle has ETFs corporate treasuries sovereign wealth funds and $257B in stablecoins sitting on the sidelines. The recovery engine is fundamentally different and arguably faster imo. The accumulation address data right now looks more like late [----] than any of the slower recovery periods. The wealth transfer is happening it's just quieter because it's institutional this time https://twitter.com/i/web/status/2021504544337752239"
X Link 2026-02-11T08:40Z [----] followers, [--] engagements
"@TedPillows Grayscale buying $13.3M instead of selling is the detail people should focus on. For months the narrative was Grayscale outflows crushing ETH. That's flipped. Institutional money is accumulating ETH through regulated vehicles during extreme fear. Quiet hands loud conviction"
X Link 2026-02-11T08:42Z [----] followers, [---] engagements
"This is quietly one of the most significant infrastructure developments of the year. Tokenized money market fund shares as trading collateral means institutional capital can earn yield AND trade simultaneously. That's the bridge between TradFi and crypto that makes the next wave of institutional flow permanent not cyclical. The collateral layer is what turns temporary crypto allocations into structural positions https://twitter.com/i/web/status/2021505502690066479 https://twitter.com/i/web/status/2021505502690066479"
X Link 2026-02-11T08:44Z [----] followers, [--] engagements
"The BTC/XAU ratio is the chart more people should be watching instead of BTC/USD. Gold just hit ATH while BTC is at -52% from ATH that divergence is at a historic extreme. Every previous reversion from this kind of extreme in the ratio favored BTC massively. If you believe BTC is a digital store of value at all the relative pricing right now is screaming https://twitter.com/i/web/status/2021505653223649509 https://twitter.com/i/web/status/2021505653223649509"
X Link 2026-02-11T08:44Z [----] followers, [--] engagements
"This is exactly what the on-chain data confirms. When you track where smart money flows during liquidity crunches it concentrates into BTC and ETH not down the risk curve. Memecoin wallets show net outflows while accumulation addresses for BTC are seeing inflows at [----] levels. Liquidity doesn't rotate down. It consolidates up. The capital stack is a ladder and the bottom rungs are already gone. https://twitter.com/i/web/status/2021508038784438397 https://twitter.com/i/web/status/2021508038784438397"
X Link 2026-02-11T08:54Z [----] followers, [---] engagements
"30% of ETH supply locked in staking during a 52% drawdown from ATH. That's the opposite of what you'd see if holders were losing conviction. Stakers are removing liquid supply from the market at the exact moment price is at extreme fear. Less supply available + accumulation addresses buying aggressively = the setup is tightening while nobody is watching. https://twitter.com/i/web/status/2021528405120815470 https://twitter.com/i/web/status/2021528405120815470"
X Link 2026-02-11T10:15Z [----] followers, [--] engagements
"This is how adoption actually happens. Not with a bang but with a compliance department signing off on a new product line. Every bank that adds crypto ETPs creates a permanent on-ramp that doesn't disappear when sentiment turns bearish. The flow infrastructure is being built during the fear. By the time sentiment recovers the pipes are already in place. https://twitter.com/i/web/status/2021528523786080355 https://twitter.com/i/web/status/2021528523786080355"
X Link 2026-02-11T10:15Z [----] followers, [--] engagements
"The real risk isn't Strategy it's the second and third tier BTC treasury companies that leveraged up copying the playbook without the financial engineering. When those get forced to sell it creates the exact type of supply event that smart money wallets are positioning to absorb. The liquidation cascade won't come from the top. It'll come from the copycats. And the wallets with the best track records are sitting there waiting for that supply. https://twitter.com/i/web/status/2021528912778465769 https://twitter.com/i/web/status/2021528912778465769"
X Link 2026-02-11T10:17Z [----] followers, [--] engagements
"This is the analysis CT needs to hear right now. The best traders I track on-chain aren't trying to catch the exact bottom they're building positions across a range during the basing period. The $11.6M profit wallet I covered this week bought $2.8M in ETH across the entire crash not at one specific level. Accumulation is a process not a moment. The data supports your point completely https://twitter.com/i/web/status/2021529111827546418 https://twitter.com/i/web/status/2021529111827546418"
X Link 2026-02-11T10:17Z [----] followers, [---] engagements
"The parallel is more precise than people realize. Early 2017: crypto infrastructure being built during disinterest smart money accumulating retail completely absent. Early [----] AI: same dynamic different asset. The question for crypto traders is whether the AI capital formation cycle pulls liquidity away from crypto or eventually converges with it through on-chain AI infrastructure. The flow data over the next [--] months will answer that. https://twitter.com/i/web/status/2021529536089735282 https://twitter.com/i/web/status/2021529536089735282"
X Link 2026-02-11T10:19Z [----] followers, [----] engagements
"Robinhood building an L2 during a bear market is exactly the kind of infrastructure signal that gets ignored during fear and looks obvious in hindsight. They're not building this for current users they're building it for the next wave. Same pattern as Coinbase launching Base during the [----] lull. The companies with the largest retail distribution are quietly going on-chain while CT debates whether the cycle is over 🤣 https://twitter.com/i/web/status/2021530357883879681 https://twitter.com/i/web/status/2021530357883879681"
X Link 2026-02-11T10:22Z [----] followers, [--] engagements
"Because upside tail events require liquidity expansion and we're in a tightening regime. Every shock in a tight liquidity environment resolves downward. That changes when the liquidity cycle flips and the macro setup is getting closer. US hiring just hit recession levels at 3.3% China CPI missed banks are already drafting stablecoin compromise language. The catalysts for the liquidity turn are lining up. The tail event to the upside comes when nobody expects it anymore. Which is roughly coming sooon imo https://twitter.com/i/web/status/2021531464832004190"
X Link 2026-02-11T10:27Z [----] followers, [---] engagements
"This is the argument banks are terrified of becoming mainstream. A 100% backed digital dollar vs a fractional reserve system where your deposit is leveraged 10x before you can blink. The GENIUS Act essentially creates a more trustworthy dollar than the one banks offer. No wonder they're lobbying for a yield ban once people understand they can hold a fully backed dollar that earns yield the fractional reserve model starts looking like a bug not a feature. https://twitter.com/i/web/status/2021533259222380656 https://twitter.com/i/web/status/2021533259222380656"
X Link 2026-02-11T10:34Z [----] followers, [--] engagements
"The flow data is already front-running this thesis. Accumulation addresses hitting 2022-level inflows LTH supply turning back up $257B in stablecoin dry powder waiting on the sideline. Smart money isn't waiting for the Fed to announce cuts it's positioning for the inevitability of them. A weak jobs print today just accelerates the timeline. The on-chain accumulation says the market already knows the printer is coming https://twitter.com/i/web/status/2021533510243099108 https://twitter.com/i/web/status/2021533510243099108"
X Link 2026-02-11T10:35Z [----] followers, [---] engagements
"Fair challenge. But here's the counterpoint from the flow data: capitulation in sentiment doesn't have to mean capitulation in price. Fear index is at [--]. LTH supply just turned back up to 14.3M BTC. Accumulation addresses are absorbing at [----] levels. Staking ratio at ATH. The crowd is capitulating. The wallets with the best track records are not. Whether price has more downside is debatable. Whether smart money is positioning is not https://twitter.com/i/web/status/2021554627380949307 https://twitter.com/i/web/status/2021554627380949307"
X Link 2026-02-11T11:59Z [----] followers, [---] engagements
"Hot labor market Fed stays on hold longer but heres what matters for crypto The smart money accumulating right now isnt positioning for a March cut. Theyre positioning for the inevitable cut that comes later. $257B in stablecoin dry powder doesnt care if its June or July. It just needs a direction. The timeline shifted by weeks not the thesis. https://twitter.com/i/web/status/2021579434218639710 https://twitter.com/i/web/status/2021579434218639710"
X Link 2026-02-11T13:37Z [----] followers, [--] engagements
"The [----] comparison is the right framework but the flow data makes it even more compelling. In the [----] m 55% retracement accumulation addresses were building positions the entire way down same pattern were seeing now. LTH supply turning back up staking ratio at ATH stablecoin supply at $257B. The people calling bear market in May [----] missed a 3x in [--] months. The on-chain data looks eerily similar https://twitter.com/i/web/status/2021579676825600027 https://twitter.com/i/web/status/2021579676825600027"
X Link 2026-02-11T13:38Z [----] followers, [---] engagements
"Thats a good question Milk 🤔 Honestly I think the 4-year cycle has been a halving supply narrative but this cycle has a variable that breaks the model: $257B in stablecoin supply at ATH and institutional infrastructure that didnt exist in any prior cycle. ETFs tokenized treasuries corporate balance sheets. The cycle isnt broken the buyer base changed. Previous cycles recovered on retail waves. This one recovers on institutional deployment. The timing might look different but the mechanics are stronger imo https://twitter.com/i/web/status/2021580668375855482"
X Link 2026-02-11T13:42Z [----] followers, [--] engagements
"@BitfinexReplies @bitfinex Thank you Bitfinex intern. I see this as only the beginning. The next decade will be super interesting especially with AI use cases"
X Link 2026-02-11T19:31Z [----] followers, [--] engagements
"The best way to cut through both biases is to ignore what people believe and watch what wallets do. The wallets with $10M+ in realized profits arent debating $60K as support or breakdown. Theyre accumulating across the entire range. LTH supply turning back up accumulation addresses at 2022-level inflows $257B in stablecoin dry powder. The trend in sentiment is bearish. The trend in flows is accumulation. One of these is wrong and historically its not the flows. https://twitter.com/i/web/status/2021681645183807995 https://twitter.com/i/web/status/2021681645183807995"
X Link 2026-02-11T20:23Z [----] followers, [----] engagements
"$100B in [---] days while Bitcoin is down 45% from ATH. Read that again. IBIT options becoming the largest BTC options market in the world means institutional positioning is now happening through regulated derivatives at a scale that dwarfs every crypto-native exchange. The infrastructure didn't pause because price dropped. It accelerated. That's the difference between this cycle and every one before it. https://twitter.com/i/web/status/2021836888710029633 https://twitter.com/i/web/status/2021836888710029633"
X Link 2026-02-12T06:40Z [----] followers, [----] engagements
"The gold/crypto divergence is real but it has an expiration date. Every prior period where gold significantly outperformed BTC at this magnitude late [----] March [----] mid [----] the reversion trade in BTC's favor was 3-5x within [--] months. Gold leads as the safe haven bid during uncertainty. BTC follows when liquidity turns. The charts show the divergence. The flow data shows the accumulation already happening for the convergence https://twitter.com/i/web/status/2021837316277338239 https://twitter.com/i/web/status/2021837316277338239"
X Link 2026-02-12T06:42Z [----] followers, [---] engagements
"Lowest non-recession job growth since [----] while the unemployment rate dropped to 4.3%. The labor market is cooling without breaking. That's the exact macro setup that gives the Fed room to cut without emergency. Last time we had this combination weakening growth with no crisis the rate cut cycle that followed sent risk assets on a multi-year run. Smart money on-chain is already positioning for this sequence https://twitter.com/i/web/status/2021837484921856281 https://twitter.com/i/web/status/2021837484921856281"
X Link 2026-02-12T06:43Z [----] followers, [--] engagements
"SOL seeing net inflows while BTC and ETH see outflows tells you exactly where speculative capital is rotating. Institutional money is selling BTC ETFs to de-risk. Speculative money is chasing the next narrative via SOL. Meanwhile on-chain accumulation addresses for BTC are at 2022-level inflows. The ETF flow and the on-chain flow are telling opposite stories because they represent completely different types of capital with completely different time horizons. https://twitter.com/i/web/status/2021838276114469014 https://twitter.com/i/web/status/2021838276114469014"
X Link 2026-02-12T06:46Z [----] followers, [---] engagements
"Fear lower than COVID when the global economy literally shut down. Fear lower than FTX when a major exchange collapsed overnight. And the current catalyst A macro drawdown with zero broken protocols no depegging no contagion. The sentiment is pricing in an extinction event. The fundamentals are pricing in a mid-cycle reset. That gap is where generational positions get built. https://twitter.com/i/web/status/2021838490707575210 https://twitter.com/i/web/status/2021838490707575210"
X Link 2026-02-12T06:47Z [----] followers, [---] engagements
"$305M in a single buy while CT debates whether this is a bear market. Binance has more data on market flows user behavior and liquidity than anyone in crypto. They see every deposit every withdrawal every order. And they just completed a billion-dollar BTC accumulation at these prices. They're not guessing. They have the data. Follow the hands with the best information https://twitter.com/i/web/status/2021840995453747357 https://twitter.com/i/web/status/2021840995453747357"
X Link 2026-02-12T06:57Z [----] followers, [---] engagements
"Binance completing a $1B Bitcoin accumulation plan during Fear at 5.Just executing. The largest exchange in the world chose the moment of maximum fear to finish building a billion-dollar BTC position. When the entity with the most real-time market data on earth is buying that's not a hedge that's a signal. https://twitter.com/i/web/status/2021841168305147917 https://twitter.com/i/web/status/2021841168305147917"
X Link 2026-02-12T06:57Z [----] followers, [---] engagements
"The data proves this literally. The wallets with the highest lifetime PnL built their core positions during red days exactly like this one. Fear at [--]. Exchange outflows mirroring H1 [----]. Binance just completed a $1B BTC accumulation plan. The legends aren't being built in silence they're being built on-chain in real time while everyone else is too scared to look https://twitter.com/i/web/status/2021841329391616267 https://twitter.com/i/web/status/2021841329391616267"
X Link 2026-02-12T06:58Z [----] followers, [--] engagements
"@RunnerXBT @vaneck_us Banger 🤣"
X Link 2026-02-12T06:59Z [----] followers, [--] engagements
"$1.17 billion. That's how much institutional whales accumulated in crypto this week while the Fear index hit [--] its lowest reading since the Luna collapse. Here's every entity every dollar and what it means"
X Link 2026-02-12T08:30Z [----] followers, [--] engagements
"BlackRock +$300M BTCHoldings went from $9.9B to $10.2B. The world's largest asset manager added $300M in Bitcoin during the worst sentiment week of the cycle. Still sitting on $6.1B in ETH. Not selling. Buying"
X Link 2026-02-12T08:30Z [----] followers, [--] engagements
"Matrixport +$131.8M BTC (+78% increase)From $169.2M to $301M in [--] days. Nearly doubled their BTC position during extreme fear. This is the most aggressive single-entity accumulation of the week"
X Link 2026-02-12T08:30Z [----] followers, [--] engagements
"Galaxy Digital +$20.7M BTC + DeFi ExpansionBTC holdings to $426M. Also doubled their Aave ETH position from $46M to $96M. Mike Novogratz's fund isn't just buying the dip they're expanding DeFi exposure during fear"
X Link 2026-02-12T08:30Z [----] followers, [--] engagements
"The Holders: Grayscale a16z Jump Wintermute Grayscale holding $1.3B+ steady. a16z adding $2.8M UNI. Jump maintaining $21M stETH. Wintermute hedging with $10M in tokenized gold. Nobody is distributing. Everyone is either holding or adding"
X Link 2026-02-12T08:30Z [----] followers, [--] engagements
"The Smart Money Fund Dashboard SOL +12.4% balance increase in 24h. JUP +3.7%. SYRUP +$566K net inflow. The funds aren't just buying BTC they're positioning in DeFi infrastructure for the recovery"
X Link 2026-02-12T08:30Z [----] followers, [--] engagements
"$1.17B in accumulation during the most fearful week since [----]. BlackRock Matrixport Galaxy Grayscale a16z Jump all either buying or holding. When every entity with the most data and the most capital is on the same side of the trade the contrarian position isn't buying. It's selling. And almost nobody with real money is selling"
X Link 2026-02-12T08:30Z [----] followers, [--] engagements
"Every week I track the wallets that move before the crowd; institutional flows smart money positioning and the data CT doesn't show you. This is what Flow State Weekly does. If you want to see where the money is going before the headlines tell you where it went. Subscribe link in bio. Data sourced from : @nansen_ai @nansen_intern https://twitter.com/i/web/status/2021864458004361372 https://twitter.com/i/web/status/2021864458004361372"
X Link 2026-02-12T08:30Z [----] followers, [--] engagements
"The on-chain data confirms every word of this. I just published a tweet tracking $1.17B in institutional accumulation this week alone BlackRock +$300M Matrixport +$131M Galaxy Digital expanding into DeFi. Meanwhile [--] legendary wallets with $60M+ in combined lifetime PnL all activated within the same 24-hour window during Fear at [--]. Retail is absent. Smart money is loading. That's not a coincidence it's a pattern that's preceded every major move in crypto history. https://twitter.com/i/web/status/2021866359160807738 https://twitter.com/i/web/status/2021866359160807738"
X Link 2026-02-12T08:37Z [----] followers, [---] engagements
"BTC sitting right at the 1130-day SMA while $1.17B in institutional capital accumulated this week. The technical level and the flow data are converging at the same price zone. Last time this happened BTC at a historically significant moving average with smart money aggressively accumulating the 6-month return was +74% minimum. The chart gives you the level. The flows tell you who's buying it. https://twitter.com/i/web/status/2021866639298343084 https://twitter.com/i/web/status/2021866639298343084"
X Link 2026-02-12T08:39Z [----] followers, [---] engagements
"Fear at [--] while $1.17B in institutional capital accumulated this week. BlackRock added $300M in BTC. Matrixport nearly doubled their position. Four legendary wallets with $60M+ lifetime PnL all activated on the same day. The index measures how people feel. The flows measure what they do. These two things have never been further apart https://twitter.com/i/web/status/2021867825988608458 https://twitter.com/i/web/status/2021867825988608458"
X Link 2026-02-12T08:43Z [----] followers, [---] engagements
"BlackRock selling $29M ETH through the ETF while adding $300M in BTC on-chain this week. That's not bearish on crypto that's a rotation within crypto through different vehicles. The ETF flow and the on-chain flow tell completely different stories when you look at them in isolation. Zoom out to total positioning and BlackRock's net crypto exposure grew this week not shrank. https://twitter.com/i/web/status/2021867973888147701 https://twitter.com/i/web/status/2021867973888147701"
X Link 2026-02-12T08:44Z [----] followers, [--] engagements
"The UK tokenizing gilts while crypto sentiment is at historic lows is the kind of infrastructure signal that gets completely ignored during fear and looks obvious in hindsight. HSBC and the UK Treasury aren't building this for today's market. They're building it for a financial system where on-chain settlement is default not experimental. The sovereign bond market is $70 trillion. Even 1% moving on-chain changes everything. https://twitter.com/i/web/status/2021868291698946086 https://twitter.com/i/web/status/2021868291698946086"
X Link 2026-02-12T08:45Z [----] followers, [--] engagements
"This is the framework most of CT is missing. They're analyzing BTC with crypto native tools while it's trading on macro flows. The on-chain data confirms your thesis smart money isn't buying BTC because of halving cycles or chart patterns. They're buying because debt compounding + shrinking policy flexibility = eventual liquidity expansion. $1.17B accumulated this week by institutions who are pricing in the liquidity turn not the current tightness. https://twitter.com/i/web/status/2021868584884912489 https://twitter.com/i/web/status/2021868584884912489"
X Link 2026-02-12T08:46Z [----] followers, [---] engagements
"Record uncertainty while Fear at [--] and the largest realized loss in BTC history. That's the final ingredient. Every prior period where macro uncertainty peaked alongside crypto capitulation; March [----] late [----] the recovery wasn't gradual. It was violent. Uncertainty doesn't resolve slowly. It snaps. And the wallets positioning right now $1.17B this week alone are betting it snaps upward https://twitter.com/i/web/status/2021868774182343087 https://twitter.com/i/web/status/2021868774182343087"
X Link 2026-02-12T08:47Z [----] followers, [--] engagements
"Mid range chop is where retail gets chopped up and smart money accumulates quietly. The on chain data backs this $1.17B in institutional accumulation this week happened entirely within this range. Theyre not waiting for range extremes. Theyre building positions while everyone else waits for clarity. By the time price hits the range extreme the positioning is already done. I just dropped a thread about this. I will be deeply grateful if you can take a moment and check it out https://twitter.com/i/web/status/2021881685734834189 https://twitter.com/i/web/status/2021881685734834189"
X Link 2026-02-12T09:38Z [----] followers, [--] engagements
"Schiff calling $10K while BlackRock added $300M in BTC this week Matrixport nearly doubled their position and Binance completed a $1B SAFU accumulation. If BTC ever touched $10K it wouldnt last long enough for Schiff to tweet about it. The buy wall isnt hypothetical its already being built at $60-67K by wallets with better data than anyone on CT https://twitter.com/i/web/status/2021881848830345624 https://twitter.com/i/web/status/2021881848830345624"
X Link 2026-02-12T09:39Z [----] followers, [---] engagements
"Support holding while the largest realized loss in BTC history just printed is the detail that matters. The weak hands selling thats what the record loss spike means. Whats left holding this support is institutional accumulation and smart money longs. That sequence and BTC stabilizes is exactly how recoveries start https://twitter.com/i/web/status/2021882230050558017 https://twitter.com/i/web/status/2021882230050558017"
X Link 2026-02-12T09:41Z [----] followers, [---] engagements
"CryptoQuants capitulation indicator aligning with Fear at [--] record realized losses and $1.17B in institutional accumulation this week. Every prior time these three signals converged capitulation metric extreme fear and aggressive smart money buying the bottom was either in or within weeks. The indicator says accumulation phase. The flows confirm its already happening. https://twitter.com/i/web/status/2021882597261848835 https://twitter.com/i/web/status/2021882597261848835"
X Link 2026-02-12T09:42Z [----] followers, [---] engagements
"The flow data supports this patience thesis but adds a nuance; the bestmperforming wallets aren't waiting for confirmation. Four legendary traders with $60M+ combined lifetime PnL all activated during this exact Fear at [--] window and deployed $6M+ into BTC/ETH longs. They're not waiting for basing and bullish structure. They're building the positions that create it. You have time to accumulate. But the best entries happen before the confirmation you're waiting for 🫡 https://twitter.com/i/web/status/2021894647669244379 https://twitter.com/i/web/status/2021894647669244379"
X Link 2026-02-12T10:30Z [----] followers, [--] engagements
"The HODL meme makes it sound easy but that second image is the reality. The wallets that actually hold through this They're not guessing. The ones I track have $10M+ in lifetime profits and they're adding right now at Fear [--] not because they're brave but because the data tells them to. Conviction built on data survives the fire. Conviction built on memes gets tested and breaks. https://twitter.com/i/web/status/2021894819866431495 https://twitter.com/i/web/status/2021894819866431495"
X Link 2026-02-12T10:31Z [----] followers, [---] engagements
"ETH exchange reserves at [----] levels while staking ratio just hit 30% ATH. The available liquid supply of ETH has never been this tight. The last time exchange reserves were this low was right before ETH went from single digits to $1400. Different price level same mechanic when supply leaves exchanges and gets locked any demand shock gets amplified. The smart money stacking right now knows what a supply squeeze looks like. https://twitter.com/i/web/status/2021894994110374179 https://twitter.com/i/web/status/2021894994110374179"
X Link 2026-02-12T10:31Z [----] followers, [--] engagements
"JPMorgan turning bullish after an $800B market cap decline is the institutional playbook in plain sight. They don't call bottoms publicly out of generosity they call them after they've already positioned. The on-chain data confirms it: $1.17B in institutional accumulation this week. BlackRock +$300M. Matrixport +$131M. JPMorgan isn't predicting a recovery. They're announcing that the positioning for it is already done. https://twitter.com/i/web/status/2021895201686446470 https://twitter.com/i/web/status/2021895201686446470"
X Link 2026-02-12T10:32Z [----] followers, [---] engagements
"@wyckoffweb High level on chain analysis right there 😆"
X Link 2026-02-12T11:07Z [----] followers, [--] engagements
"Rallies are trades not trends until the flows say otherwise. Here's what the broad selloff is masking: every safe haven dumped today. Gold silver treasuries all selling. When even the hedges get sold it's not risk aversion it's a liquidity event. Forced selling across all asset classes to meet margin calls. That's historically the final flush before the turn. The on-chain data shows institutional wallets are absorbing BTC through this exact type of event. The capitulation is the opportunity https://twitter.com/i/web/status/2022057620916302263"
X Link 2026-02-12T21:17Z [----] followers, [--] engagements
"The $6.85M per day lost to settlement is the number that makes this inevitable not optional. BlackRock isn't experimenting with DeFi out of curiosity they're eliminating a quantifiable drag on a $10T AUM business. And here's what makes this bullish beyond BlackRock: every competitor now has to follow or lose flows. That's not one firm going on-chain. That's the entire asset management industry being pulled on-chain by competitive pressure. The total addressable market for DeFi just went from crypto-native capital to global AUM. That's the forest Milk"
X Link 2026-02-12T21:21Z [----] followers, [--] engagements
"Retail left and this is what that looks like in an earnings report. The real question is whether Coinbase's institutional pivot custody Base L2 prime brokerage shows up next quarter. If yes this is the trough. If no the business model has a deeper problem than a bear market. https://twitter.com/i/web/status/2022059886851293234 https://twitter.com/i/web/status/2022059886851293234"
X Link 2026-02-12T21:26Z [----] followers, [----] engagements
"@Jampzey cause the people building DeFi infrastructure aren't the same people getting margin called right now. BlackRock is making a 5-year decision. Today's sellers are making a 5-minute decision. Both are happening simultaneously 🤣 Time will show us"
X Link 2026-02-12T21:28Z [----] followers, [--] engagements
"Russia returning to USD settlement would be the largest reversal of de dollarization in decades. More demand for dollars more demand for dollar denominated assets more demand for dollar stablecoins as the bridge. The $257B stablecoin market just got a potential tailwind that nobody is pricing in because everyone's staring at today's candle. https://twitter.com/i/web/status/2022064119113756767 https://twitter.com/i/web/status/2022064119113756767"
X Link 2026-02-12T21:43Z [----] followers, [--] engagements
"Net loss during a quarter where BTC dropped 45% from ATH and retail evaporated. That's not a surprise it's a stress test result. And they still generated $3B in free cash flow. The business didn't break under the worst conditions this cycle has thrown at it. That's the data point that matters for a long-term hold https://twitter.com/i/web/status/2022068657640419840 https://twitter.com/i/web/status/2022068657640419840"
X Link 2026-02-12T22:01Z [----] followers, [---] engagements
"Everyone's focused on the revenue miss but $3.07B free cash flow at 172% margin is absurd. That went from negative $784M last quarter. Coinbase is generating cash at a rate that makes the EPS miss almost irrelevant for anyone with a time horizon beyond next week. COIN up 3% after hours because someone in the market actually read past the headline. https://twitter.com/i/web/status/2022068867292373043 https://twitter.com/i/web/status/2022068867292373043"
X Link 2026-02-12T22:02Z [----] followers, [---] engagements
"The shipping is real; Base L2 expanded custody [--] products over $100M annualized. But the market is pricing COIN on the cycle not the build. The gap between what Coinbase is becoming and what the stock price reflects is the same gap between crypto infrastructure growth and crypto sentiment. Both will close. Timing is the only question https://twitter.com/i/web/status/2022069052856766646 https://twitter.com/i/web/status/2022069052856766646"
X Link 2026-02-12T22:03Z [----] followers, [---] engagements
"This is the adoption path most people overcomplicate. The user doesn't need to care about blockchain. The merchant doesn't need to hold crypto. The settlement layer just needs to be faster cheaper and available 24/7. That already exists. The gap is distribution not technology. Whoever solves merchant onboarding at scale wins the payments layer"
X Link 2026-02-13T06:15Z [----] followers, [---] engagements
"12 products over $100M annually while everyone's writing the obituary over one quarter's retail drop. The USDC number is the one I'd circle $17.8B average held on platform at ATH. That's sticky capital that doesn't leave during bear markets. It sits there generating revenue regardless of whether retail is aping memecoins or not. Coinbase built the recurring revenue model that crypto has never had. The market just hasn't rerated them for it yet. https://twitter.com/i/web/status/2022193276975984898 https://twitter.com/i/web/status/2022193276975984898"
X Link 2026-02-13T06:17Z [----] followers, [---] engagements
"@KobeissiLetter Steel and aluminum tariff rollback + Russia returning to USD + Iran deal talk. Three deescalation signals in [--] hours. The market is pricing in maximum geopolitical risk at the exact moment that risk is actively being reduced. That mismatch doesn't hold for long"
X Link 2026-02-13T06:17Z [----] followers, [---] engagements
"Ripple CEO Coinbase Solana Uniswap BlackRock all advising the CFTC. Read that list again. These aren't crypto tourists they're the builders who survived multiple bear markets. Regulatory capture usually means incumbents writing rules to block newcomers. This time the newcomers ARE writing the rules. That's a first. https://twitter.com/i/web/status/2022222500826919408 https://twitter.com/i/web/status/2022222500826919408"
X Link 2026-02-13T08:13Z [----] followers, [--] engagements
"MVRV at [---] with Mayer Multiple at [----]. Two independent metrics both saying the same thingwe're approaching historically cheap levels. Not there yet but close. The wallets that track this stuff on-chain aren't waiting for MVRV to hit [---]. They started buying at [---] and they'll keep buying all the way down https://twitter.com/i/web/status/2022222602815648011 https://twitter.com/i/web/status/2022222602815648011"
X Link 2026-02-13T08:13Z [----] followers, [---] engagements
"This is the chart that should be pinned above every 'bear market confirmed' tweet. Accumulator demand going vertical during Fear at [--]. These addresses have one behavior pattern they buy and don't sell. When their demand goes parabolic during capitulation it means the supply being panic sold is getting absorbed permanently. It's not going back to exchanges https://twitter.com/i/web/status/2022222772361896277 https://twitter.com/i/web/status/2022222772361896277"
X Link 2026-02-13T08:14Z [----] followers, [---] engagements
"Hot CPI then fed stays put market sells. Cool CPI then rate cut hopes return market bounces. But honestly Both outcomes are short-term noise. The structural setup underneath with record capitulation negative funding institutional accumulation doesn't change based on a 0.1% CPI print either way"
X Link 2026-02-13T08:16Z [----] followers, [--] engagements
"@cryptorover Shutdown risk dropping tariffs being scaled back Iran deal talk Russia USD return. Four risk off catalysts in [--] hours and price hasn't reacted yet. Lag is normal during liquidation cascades. The reaction comes after the forced selling exhausts itself"
X Link 2026-02-13T08:17Z [----] followers, [---] engagements
"Fragile and bullish aren't mutually exclusive. The best setups always feel like they're about to break. What I'm watching underneath the price action: Matrixport added $120M in BTC this week Galaxy doubled leveraged ETH and four dormant wallets with $60M+ lifetime PnL all woke up within [--] hours of each other. Fragile on the chart. Aggressive underneath it. https://twitter.com/i/web/status/2022239170974842944 https://twitter.com/i/web/status/2022239170974842944"
X Link 2026-02-13T09:19Z [----] followers, [---] engagements
"Global Uncertainty Index just printed the highest reading in recorded history above [----] above COVID. And crypto already priced most of it in with a 45% drawdown while equities barely corrected. The asset that already absorbed the uncertainty gets to benefit first when it starts clearing. Three deescalation signals dropped in the last [--] hours and price hasn't reacted yet. https://twitter.com/i/web/status/2022239364697260329 https://twitter.com/i/web/status/2022239364697260329"
X Link 2026-02-13T09:20Z [----] followers, [--] engagements
"The $60K floor has something previous support zones didn't institutional bid. Matrixport added $120M in BTC this week at these levels. Binance completed a $1B SAFU accumulation. The liquidity trapdoor below $60K is real on the chart but the wallet data suggests there's a wall of institutional buying sitting right where the trapdoor is supposed to open. Doesn't mean it can't happen means it has to eat through serious demand first. https://twitter.com/i/web/status/2022239720101613854 https://twitter.com/i/web/status/2022239720101613854"
X Link 2026-02-13T09:21Z [----] followers, [---] engagements
"65K holding after the largest realized loss event in BTC history is the detail that changes the read. The weak hands already got flushed $2.3B in net realized losses this week. What's holding this level now isn't hope. It's the capital that stepped in after the capitulation. Different buyers different conviction different outcome if it gets tested again. https://twitter.com/i/web/status/2022239840142520558 https://twitter.com/i/web/status/2022239840142520558"
X Link 2026-02-13T09:22Z [----] followers, [---] engagements
"This is the divergence nobody's talking about enough. Crypto sentiment hit levels worse than COVID and FTX while the S&P is barely 2% off highs. That gap has to close. Either equities catch down or crypto catches up. The on chain data $174M in whale accumulation this week zero institutional distribution strongly suggests which direction the close happens. https://twitter.com/i/web/status/2022240041745908158 https://twitter.com/i/web/status/2022240041745908158"
X Link 2026-02-13T09:22Z [----] followers, [--] engagements
"2.4% would be the lowest CPI print since the hiking cycle began. That's not just bullish it reopens the rate cut conversation that the hot NFP data tried to shut down yesterday. Watch the [--] year yield reaction within the first [--] minutes. That tells you more than the headline number https://twitter.com/i/web/status/2022240415387132288 https://twitter.com/i/web/status/2022240415387132288"
X Link 2026-02-13T09:24Z [----] followers, [---] engagements
"Brutal truth people need to hear. Down 90% doesn't mean cheap it means the bid disappeared. The difference between an altcoin that's 'undervalued' and one that goes to zero is whether real capital is flowing into it. On chain fund data shows smart money concentrating into BTC ETH and SOL right now. Not into the coins already down 90%. There's a reason for that and I'm sure a lesson in there somewhere https://twitter.com/i/web/status/2022240901750284542 https://twitter.com/i/web/status/2022240901750284542"
X Link 2026-02-13T09:26Z [----] followers, [---] engagements
"Consumer trading fell 13% but derivatives revenue through Deribit grew. That's the business model pivot happening in real time from retail speculation to institutional infrastructure. The market punished the headline miss. The Deribit acquisition might be what saves the next earnings call. https://twitter.com/i/web/status/2022241054091567345 https://twitter.com/i/web/status/2022241054091567345"
X Link 2026-02-13T09:26Z [----] followers, [--] engagements
"Honestly None right now. The flow data is screaming concentration into majors. Smart money funds increased SOL by 11.3% in [--] hours. Everything else is seeing outflows. Until the majors base and capital starts rotating back down the risk curve altcoins are a patience game not a buying game imo https://twitter.com/i/web/status/2022256756122894812 https://twitter.com/i/web/status/2022256756122894812"
X Link 2026-02-13T10:29Z [----] followers, [--] engagements
"Clean read. But here's what the range doesn't show you who's building positions inside the chop. Matrixport added $120M in BTC this week right in the middle of this 'no business zone.' The chart says wait for extremes. The wallets with the best track records aren't waiting. https://twitter.com/i/web/status/2022256904097906789 https://twitter.com/i/web/status/2022256904097906789"
X Link 2026-02-13T10:29Z [----] followers, [--] engagements
"Tell him the truth nobody knows if this is THE dip or just A dip. But also tell him smart money like Matrixport just added $120M in BTC BlackRock is sitting on $10B without selling a dollar and Fear just printed its lowest reading in [--] years. Then let him decide. At least he's asking at 66K and not 120K 😂 https://twitter.com/i/web/status/2022257244063076815 https://twitter.com/i/web/status/2022257244063076815"
X Link 2026-02-13T10:31Z [----] followers, [--] engagements
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