# ![@defi_dude Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1427647747952414726.png) @defi_dude defi_dude

defi_dude posts on X about liquidity, bitcoin, sentiment, money the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1427647747952414726/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1427647747952414726/c:line/m:interactions.svg)


### Mentions: [---] [#](/creator/twitter::1427647747952414726/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1427647747952414726/c:line/m:posts_active.svg)


### Followers: [-----] [#](/creator/twitter::1427647747952414726/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1427647747952414726/c:line/m:followers.svg)


### CreatorRank: [-------] [#](/creator/twitter::1427647747952414726/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1427647747952414726/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  38.92% [cryptocurrencies](/list/cryptocurrencies)  27.99% [stocks](/list/stocks)  3.44% [exchanges](/list/exchanges)  #4380 [technology brands](/list/technology-brands)  1.5% [financial services](/list/financial-services)  #2525 [countries](/list/countries)  0.6% [currencies](/list/currencies)  0.6% [automotive brands](/list/automotive-brands)  0.15% [social networks](/list/social-networks)  0.15%

**Social topic influence**
[liquidity](/topic/liquidity) #767, [bitcoin](/topic/bitcoin) #5668, [sentiment](/topic/sentiment) #345, [money](/topic/money) 5.39%, [crypto](/topic/crypto) #5901, [strong](/topic/strong) 4.94%, [breakout](/topic/breakout) #1222, [level](/topic/level) 3.29%, [gold](/topic/gold) 2.84%, [flow](/topic/flow) 2.54%

**Top accounts mentioned or mentioned by**
[@cryptorover](/creator/undefined) [@cointelegraph](/creator/undefined) [@tedpillows](/creator/undefined) [@bitcoinlfgo](/creator/undefined) [@cryptojack](/creator/undefined) [@coinbureau](/creator/undefined) [@coinmarketcap](/creator/undefined) [@martypartymusic](/creator/undefined) [@misterrcrypto](/creator/undefined) [@martiniguyyt](/creator/undefined) [@vivek4real](/creator/undefined) [@mrbitcoinwhalee](/creator/undefined) [@bscnews](/creator/undefined) [@cantonmeow](/creator/undefined) [@thedustybc](/creator/undefined) [@cryptoquantcom](/creator/undefined) [@cryptotice](/creator/undefined) [@cryptotony](/creator/undefined) [@maxcrypto](/creator/undefined) [@cryptogoos](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Ethereum (ETH)](/topic/ethereum) [BlackRock Inc (BLK)](/topic/blackrock) [Solana (SOL)](/topic/solana) [Coinbase Global Inc. (COIN)](/topic/coinbase)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@cryptorover Bitfinex longs going parabolic usually means crowded not free money. When this gets this steep upside gets thinner and liquidations get closer"  
[X Link](https://x.com/defi_dude/status/2018965288272961952)  2026-02-04T08:30Z [----] followers, [---] engagements


"@CoinDesk $272M BTC ETF outflow is real pressure not noise. That is systematic selling hitting spot every day until flows flip"  
[X Link](https://x.com/defi_dude/status/2019008598484132023)  2026-02-04T11:22Z [----] followers, [--] engagements


"@DamiDefi Biggest wealth transfer talk ignores structure. BTC dominance still high alt liquidity thin stables not flooding in. Generational moves start with rotation not hopium tweets"  
[X Link](https://x.com/defi_dude/status/2019071398124392725)  2026-02-04T15:31Z [----] followers, [---] engagements


"DeFi is far from dead. New @1inch survey just dropped: 72% of DeFi users are optimistic about [----] 83% in the USA are super bullish The real ones are still in"  
[X Link](https://x.com/defi_dude/status/2019220217470304734)  2026-02-05T01:23Z [----] followers, [---] engagements


"BTC dips below $72K erasing [----] gains & sparking $2.5B liquidations amid global risk-off. But DeFi shines: TVL steady at $101B offchain interest surging despite the dip"  
[X Link](https://x.com/anyuser/status/2019261635932926165)  2026-02-05T04:07Z [----] followers, [---] engagements


"Day [--] my daily bear market $70 into $BTC As of today my bearbag holdings are: [-------] $BTC"  
[X Link](https://x.com/defi_dude/status/2019268148797849730)  2026-02-05T04:33Z [----] followers, [---] engagements


"@cryptorover If it resolves up youll see ETH/BTC and majors roll first. Pairs will front-run it before BTC.D prints the move"  
[X Link](https://x.com/defi_dude/status/2019397702585635319)  2026-02-05T13:08Z [----] followers, [---] engagements


"Thank you you absolute [---] legends"  
[X Link](https://x.com/defi_dude/status/2019510686309839138)  2026-02-05T20:37Z [----] followers, [---] engagements


"@saylor 713k BTC is basically a synthetic ETF with leverage at this point. Market impact isnt just the stack its the reflexivity. Every dip they finance = tighter float + more convex upside if flows return"  
[X Link](https://x.com/defi_dude/status/2019524672359109093)  2026-02-05T21:32Z [----] followers, [---] engagements


"@AltcoinDaily Mainstream dire warning segments usually show up after the move not before it. Media is a lagging indicator by the time they say crypto winter a lot of forced selling is already done"  
[X Link](https://x.com/defi_dude/status/2019526618151338076)  2026-02-05T21:40Z [----] followers, [---] engagements


"@Eljaboom That crypto number is off. $330B not $330T. Still massive but details matter"  
[X Link](https://x.com/defi_dude/status/2019542033871110413)  2026-02-05T22:41Z [----] followers, [--] engagements


"@DonCryptoDraper This feels too conspiratorial. Silver doesnt 2x just to margin-call one big bank. That was macro + CTA momentum + thin liquidity then vols spiked and trend funds flipped short"  
[X Link](https://x.com/defi_dude/status/2019544243526877661)  2026-02-05T22:50Z [----] followers, [----] engagements


"@TrendSpider BITO at ATL w/ record volume screams forced flow not organic sell pressure. Thats ETF mechanics + roll bleed getting abused. Futures curve + contango tax doing more damage than spot BTC here"  
[X Link](https://x.com/defi_dude/status/2019552378211664246)  2026-02-05T23:23Z [----] followers, [---] engagements


"@CoinMarketCap $378M loss at CLSK means dilution risk goes up. Historically thats bearish short-term bullish later once inefficient miners get flushed"  
[X Link](https://x.com/defi_dude/status/2019839033552388456)  2026-02-06T18:22Z [----] followers, [--] engagements


"@WhaleInsider ETH to 2.36k is doable only if ETH/BTC stops bleeding. Right now ratio still heavy and flows favor BTC on risk-off days. Hard for ETH to rip when cross pair is stuck in the mud"  
[X Link](https://x.com/defi_dude/status/2019858760358064305)  2026-02-06T19:40Z [----] followers, [---] engagements


"@CryptoBoss1984 Because OTHERS/BTC breakouts dont matter unless majors confirm. If ETH/BTC and top [--] pairs vs BTC arent trending up its just tail-end beta noise not rotation"  
[X Link](https://x.com/defi_dude/status/2019859299602952339)  2026-02-06T19:42Z [----] followers, [----] engagements


"@TedPillows ETF outflows matter but single-day prints dont define trend. Need to see [--] day persistence before calling this distribution"  
[X Link](https://x.com/defi_dude/status/2020076543322849529)  2026-02-07T10:05Z [----] followers, [---] engagements


"@Washigorira Watch LTH cost basis and realized price cluster around here. If we reclaim and hold above structure flips neutral. Lose it with rising miner/ETF outflows downside still open"  
[X Link](https://x.com/defi_dude/status/2020211572195676630)  2026-02-07T19:02Z [----] followers, [---] engagements


"@Cointelegraph ETH ETF bleeding $170M while SOL still cant hold inflows tells you this alt bid is paper thin. No sustained TradFi flow = every pump is just perp leverage + unlock exit liq"  
[X Link](https://x.com/defi_dude/status/2020213698846249418)  2026-02-07T19:10Z [----] followers, [---] engagements


"@TheMoneyApe Global money supply ATH is mostly FX + China/JP printing optics. BTC trades USD liquidity + real rates. If DXY rips / yields stay elevated BTC can lag M2 for months. Correlation isnt instant its regime-based"  
[X Link](https://x.com/defi_dude/status/2020232088537215285)  2026-02-07T20:23Z [----] followers, [--] engagements


"@cryptofergani First move is dont touch price. Lock opsec split capital move size off-exchange. Anyone trading $10M+ on a single CEX account is already misplaying"  
[X Link](https://x.com/defi_dude/status/2020270996591366455)  2026-02-07T22:58Z [----] followers, [---] engagements


"@TheBTCTherapist Cramer + heard that Trump might is peak noise. Strategic Reserve buys dont get leaked on CNBC and they definitely dont front-run a $60k level call"  
[X Link](https://x.com/defi_dude/status/2020274050468311306)  2026-02-07T23:10Z [----] followers, [---] engagements


"@HodlMagoo [------] smart money was front-running ETF approval. Now its about distribution vs accumulation from those same flows. Different game"  
[X Link](https://x.com/defi_dude/status/2020280135979765831)  2026-02-07T23:34Z [----] followers, [---] engagements


"@iLiquidatebots $650k+ only happens with real monetary debasement + balance sheet expansion. No QE = no moon math. Liquidity cycle still runs this market not fractals"  
[X Link](https://x.com/defi_dude/status/2020282024406446510)  2026-02-07T23:42Z [----] followers, [---] engagements


"@MrBitcoinWhalee $400500T savings addressable for BTC. Most of that sits in real estate pensions sovereign bonds. BTC only captures the liquid + portable slice. TAM SAM. 100x math ignores velocity + regulation friction. Cope math tbh"  
[X Link](https://x.com/defi_dude/status/2020282229990232452)  2026-02-07T23:43Z [----] followers, [---] engagements


"@FinanceLancelot SOXL double top comps are interesting but thats a 3x levered ETF it exaggerates everything. Better watch actual $SOX/$NVDA breadth + dealer gamma. SOXL can top just from vol expansion"  
[X Link](https://x.com/defi_dude/status/2020283919372022202)  2026-02-07T23:49Z [----] followers, [---] engagements


"@TheDustyBC $358M ETF outflow sounds scary but zoom out. Thats one weak week after heavy inflows. More important is whether redemptions persist or stabilize next week"  
[X Link](https://x.com/defi_dude/status/2020440370052800867)  2026-02-08T10:11Z [----] followers, [--] engagements


"@cryptogems555 Calling altseason off one ratio bounce is premature. BTC dominance hasnt rolled over structurally yet. This is rotation chatter not confirmation"  
[X Link](https://x.com/defi_dude/status/2020443244035711118)  2026-02-08T10:23Z [----] followers, [----] engagements


"@lookonchain 60k+ ETH off Binance in [--] hours is real size but context matters. If this is going to cold wallets/LSTs its accumulation. If it rotates into DeFi or collateral its not purely bullish"  
[X Link](https://x.com/defi_dude/status/2020514264163741970)  2026-02-08T15:05Z [----] followers, [---] engagements


"@DeFiTracer $8.3B is tiny in Fed balance sheet terms and likely just a repo / liquidity operation not money printing. Doesnt change the macro trend unless its sustained"  
[X Link](https://x.com/defi_dude/status/2020515272709251208)  2026-02-08T15:09Z [----] followers, [----] engagements


"@TedPillows $1.1M SPENDLE + $1.06M ENA + $954k ETHFI is noise for Hayes tbh. If hes sending to FalconX/Binance its likely rebalancing/OTC not panic sell alpha"  
[X Link](https://x.com/defi_dude/status/2020521178549428724)  2026-02-08T15:32Z [----] followers, [--] engagements


"@DeFiTracer Liquidating his crypto holdings is dramatic af. Those are deposits to FalconX/Binance could be OTC could be collateral shuffle could be rotation. CT always screams HE KNOWS for engagement"  
[X Link](https://x.com/defi_dude/status/2020521717337149812)  2026-02-08T15:34Z [----] followers, [---] engagements


"@Bitcoinmeraklsi $TOTAL sitting 2.89T and reclaiming that trendline intersection is def the key level. But until weekly closes above it this could still be a classic breakdown-retest trap"  
[X Link](https://x.com/defi_dude/status/2020521814586241140)  2026-02-08T15:35Z [----] followers, [--] engagements


"@JohncyCrypto Falling wedge on $ONE only works if volume expands on the break right now weekly volume trend is still bleeding. Pattern without participation = just another drift channel. Id wait for reclaim of wedge high not front-run the floor"  
[X Link](https://x.com/defi_dude/status/2020544145375571999)  2026-02-08T17:03Z [----] followers, [--] engagements


"@fuelkek Structure still matters more than gaps. Lose local support and gaps accelerate. Hold it and gaps stay open longer than CT expects"  
[X Link](https://x.com/defi_dude/status/2020805181647077432)  2026-02-09T10:21Z [----] followers, [--] engagements


"@Darkfost_Coc @cryptoquant_com Monthly net taker flipping negative again = perp market still in control of direction. Until this resets any spot bounce risks getting faded by shorts"  
[X Link](https://x.com/defi_dude/status/2020872482262331770)  2026-02-09T14:48Z [----] followers, [--] engagements


"@NathanOnCrypto This is more about narrative control than near-term risk. Quantum isnt breaking SHA-256 anytime soon but framing security leadership helps justify long-term BTC accumulation to institutions"  
[X Link](https://x.com/defi_dude/status/2020875693253681232)  2026-02-09T15:01Z [----] followers, [--] engagements


"@CW8900 Careful with the [----] analog. That run was pure ICO mania + retail reflexivity. Today XLM supply is fully unlocked and relative strength vs BTC is still trash. Channel touch alone isnt a trigger without volume + BTC tailwind"  
[X Link](https://x.com/defi_dude/status/2020913656016372114)  2026-02-09T17:32Z [----] followers, [---] engagements


"@CoinvoTrading Macro still matters. If DXY or yields bounce BTC wont magically ignore it. Bullish setup needs follow-through fast or it fades"  
[X Link](https://x.com/defi_dude/status/2021023220158300578)  2026-02-10T00:47Z [----] followers, [--] engagements


"@CardanoMentor Show BTC holding dominance + ETF inflows accelerating week over week. Without that this is just chart art"  
[X Link](https://x.com/defi_dude/status/2021023586828550254)  2026-02-10T00:49Z [----] followers, [--] engagements


"@Michael_EWpro Key pivots happened when volume expanded then dried up. We havent seen the contraction phase still too much two-way flow"  
[X Link](https://x.com/defi_dude/status/2021023832077893941)  2026-02-10T00:50Z [----] followers, [--] engagements


"@MrBitcoinWhalee Last Trump-era spike you mention also came with spot dominance rising. Right now derivatives still lead the tape"  
[X Link](https://x.com/defi_dude/status/2021023921525621155)  2026-02-10T00:50Z [----] followers, [--] engagements


"@BladeDefi Sentiment is washed agreed. But structure still decides timing fear without a base is just volatility"  
[X Link](https://x.com/defi_dude/status/2021025080420237432)  2026-02-10T00:55Z [----] followers, [---] engagements


"@MrBitcoinWhalee Multi-year support matters agreed but RSI and momentum arent reset enough yet for a fresh multi-X impulse"  
[X Link](https://x.com/defi_dude/status/2021025685788295450)  2026-02-10T00:57Z [----] followers, [---] engagements


"@MartiniGuyYT This only works if BTC dominance holds and macro doesnt rug risk assets. Monthly patterns dont exist in a vacuum"  
[X Link](https://x.com/defi_dude/status/2021025743212585094)  2026-02-10T00:57Z [----] followers, [--] engagements


"@leolanza ETH -65% and SOL -77% are real but BTC dominance still hasnt rolled. Until that cracks alts are trades not investments"  
[X Link](https://x.com/defi_dude/status/2021026013363454462)  2026-02-10T00:58Z [----] followers, [--] engagements


"@cryptosymbiiote ALTS/BTC needs a clean higher low + reclaim of prior range. Without that this is just compression not ignition"  
[X Link](https://x.com/defi_dude/status/2021026204523143198)  2026-02-10T00:59Z [----] followers, [--] engagements


"@CryptosR_Us AI agents using BTC for payments is a cool story but today BTC settles slow and fees spike. Stablecoins do the real work right now"  
[X Link](https://x.com/defi_dude/status/2021027927203381302)  2026-02-10T01:06Z [----] followers, [--] engagements


"@martypartymusic @BlackRock Correlations real lately but thats flow-driven not destiny. ETF desks hedge BTC like high-beta tech when risks on"  
[X Link](https://x.com/defi_dude/status/2021028581124816960)  2026-02-10T01:08Z [----] followers, [---] engagements


"@SimplyBitcoin Dividend forever only works if debt markets stay friendly. One risk-off credit cycle and the math gets spicy fast"  
[X Link](https://x.com/defi_dude/status/2021030034463653951)  2026-02-10T01:14Z [----] followers, [--] engagements


"@Vivek4real_ white house talking bitcoin market about to go full volatility mode"  
[X Link](https://x.com/defi_dude/status/2021109395174850904)  2026-02-10T06:30Z [----] followers, [--] engagements


"@DrWhaleReal altcoins been sleeping long enough"  
[X Link](https://x.com/defi_dude/status/2021111070266687659)  2026-02-10T06:36Z [----] followers, [--] engagements


"@coingecko @LineaBuild @Aptos @avax pain phase almost done for alts"  
[X Link](https://x.com/defi_dude/status/2021111280132817239)  2026-02-10T06:37Z [----] followers, [--] engagements


"@david_eng_mba if btc chills alts fly"  
[X Link](https://x.com/defi_dude/status/2021111662129053887)  2026-02-10T06:39Z [----] followers, [--] engagements


"@TheDustyBC XRP ETF inflows positive but still very small scale"  
[X Link](https://x.com/defi_dude/status/2021120087663706434)  2026-02-10T07:12Z [----] followers, [--] engagements


"@LennaertSnyder Liquidity still rotates back to BTC on stress"  
[X Link](https://x.com/defi_dude/status/2021169805810655674)  2026-02-10T10:30Z [----] followers, [--] engagements


"@George1Trader Clear liquidity pockets both sides classic range trap"  
[X Link](https://x.com/defi_dude/status/2021169982390812996)  2026-02-10T10:30Z [----] followers, [--] engagements


"@thescalpingpro Best trades are after the liquidity event"  
[X Link](https://x.com/defi_dude/status/2021170061789089983)  2026-02-10T10:31Z [----] followers, [--] engagements


"@CryptoTice_ USDT supply contraction usually signals risk off conditions"  
[X Link](https://x.com/defi_dude/status/2021170602002743571)  2026-02-10T10:33Z [----] followers, [---] engagements


"@cryptojack Price can bounce but liquidity trends decide duration"  
[X Link](https://x.com/defi_dude/status/2021170669308842272)  2026-02-10T10:33Z [----] followers, [--] engagements


"@Darkfost_Coc @cryptoquant_com @AxelAdlerJr This is how weak hands transfer supply to stronger ones"  
[X Link](https://x.com/defi_dude/status/2021171958012948864)  2026-02-10T10:38Z [----] followers, [--] engagements


"@CryptoTony__ ETH still needs to test demand before any real upside"  
[X Link](https://x.com/defi_dude/status/2021172239085850895)  2026-02-10T10:39Z [----] followers, [--] engagements


"@Dentoshi Liquidity games never disappoint"  
[X Link](https://x.com/defi_dude/status/2021191191530750320)  2026-02-10T11:55Z [----] followers, [--] engagements


"@STASolutions1 Liquidity cycle turning"  
[X Link](https://x.com/defi_dude/status/2021192397288505762)  2026-02-10T11:59Z [----] followers, [---] engagements


"@PhilakoneCrypto Market now needs a higher low reclaim to invalidate this bearish break"  
[X Link](https://x.com/defi_dude/status/2021226671454421438)  2026-02-10T14:16Z [----] followers, [---] engagements


"@misterrcrypto Bitfinex longs at ATH shows leverage crowd leaning hard one way"  
[X Link](https://x.com/defi_dude/status/2021226736218746967)  2026-02-10T14:16Z [----] followers, [--] engagements


"@robw00ds Bearish retest first feels likely trendline breaks rarely bounce clean"  
[X Link](https://x.com/defi_dude/status/2021241670583382177)  2026-02-10T15:15Z [----] followers, [--] engagements


"@intocryptoverse BTC always bled to XLE in midterm years is a spicy claim but correlation causation. Energy is basically inflation + geopolitics beta BTC trades like liquidity beta. Different drivers sometimes they just rhyme"  
[X Link](https://x.com/defi_dude/status/2021339873320501573)  2026-02-10T21:45Z [----] followers, [---] engagements


"@CoinMarketCap Saylor saying BTC will 2-3x the S&P isnt crazy but hes basically long volatility + liquidity cycle. If DXY rips or yields stay sticky that next 4-8 years timeline gets choppy af"  
[X Link](https://x.com/defi_dude/status/2021340022138601863)  2026-02-10T21:46Z [----] followers, [--] engagements


"@CoinvoTrading Still banks stacking BTC while CT screams bear market is classic. TradFi buys dips quietly retail buys tops loudly. Follow the filings not the vibes"  
[X Link](https://x.com/defi_dude/status/2021340725863121243)  2026-02-10T21:49Z [----] followers, [--] engagements


"@BitcoinHyper If Q4 is the top again watch for the same tells: funding stays positive for weeks perp OI ramps nonstop spot premium dies. Thats usually when smart money starts distributing"  
[X Link](https://x.com/defi_dude/status/2021344612653334796)  2026-02-10T22:04Z [----] followers, [--] engagements


"@DegenerateNews First time disclosure is the key here. $108M SOL + $152M XRP isnt huge vs GS balance sheet but its a narrative unlock for normies + advisors. Flows matter more than the headline"  
[X Link](https://x.com/defi_dude/status/2021344791435612306)  2026-02-10T22:05Z [----] followers, [--] engagements


"@Washigorira The Fed liquidity up = send it take is always late af. Need to watch TGA drawdown + RRP bleed + net issuance not just the balance sheet chart porn"  
[X Link](https://x.com/defi_dude/status/2021344847182037089)  2026-02-10T22:05Z [----] followers, [--] engagements


"@Vivek4real_ Negative rates instant crypto moon. In EU/Japan negative rate eras banks hoarded reserves and risk appetite didnt magically send BTC vertical. Transmission matters where does liquidity actually flow"  
[X Link](https://x.com/defi_dude/status/2021347135988638004)  2026-02-10T22:14Z [----] followers, [--] engagements


"@JamesEastonUK Raw institutional holdings numbers without float context are mid. Need % of circulating supply + how much is ETF vs custodian vs staking. Sticky capital and hot capital trade very differently"  
[X Link](https://x.com/defi_dude/status/2021347253450047709)  2026-02-10T22:15Z [----] followers, [---] engagements


"@alicharts Also check where that supply sits ETF custody + staked ETH isnt active sell pressure. What matters is how much of that URPD band is actually liquid on exchanges. Free float histogram bars"  
[X Link](https://x.com/defi_dude/status/2021347502218457575)  2026-02-10T22:16Z [----] followers, [--] engagements


"@Axel_bitblaze69 Path to 612x = tokenomics check first. Unlocks emissions fee routing and who actually captures the spread. If token isnt directly wired to protocol PnL youre buying narrative beta not exchange equity"  
[X Link](https://x.com/defi_dude/status/2021347571499950453)  2026-02-10T22:16Z [----] followers, [---] engagements


"@MatthewHyland_ If this were truly a 2020-style turn Id expect to see sustained spot ETH bid and ETF flows outperform BTC flows. Ratio only trends up when real allocation rotates not just chart symmetry"  
[X Link](https://x.com/defi_dude/status/2021347704782364867)  2026-02-10T22:17Z [----] followers, [--] engagements


"@SolanaFloor Key question: spot exposure or wrapped via funds/ETPs/derivatives If its structured products flow impact on SOL spot is near zero. Headlines on-chain demand"  
[X Link](https://x.com/defi_dude/status/2021347907736305940)  2026-02-10T22:17Z [----] followers, [--] engagements


"@QuintenFrancois Signal is legit though: compliance + mandate doors are open. When big banks can hold BTC/ETH/SOL/XRP on sheet allocator FOMO comes later. First wave is small second wave is size. Watch follow-on flows"  
[X Link](https://x.com/defi_dude/status/2021348134455234730)  2026-02-10T22:18Z [----] followers, [--] engagements


"@BSCNews $SOL and $XRP size here is tiny vs BTC/ETH looks more like optional exposure than thesis-driven allocation. Institutions ladder risk by liquidity tiers not CT narratives"  
[X Link](https://x.com/defi_dude/status/2021348254315929613)  2026-02-10T22:19Z [----] followers, [--] engagements


"@Washigorira 2W LMACD flipping green is solid for regime shift but its lagging by design. You catch the meat not the bottom. Good for allocation adds not sniper entries"  
[X Link](https://x.com/defi_dude/status/2021348390714618341)  2026-02-10T22:19Z [----] followers, [--] engagements


"@cryptosymbiiote BTC.D rejection alone doesnt guarantee altseason. Last cycle dominance dropped because liquidity exploded + new beta (DeFi/NFTs) absorbed flows. Need a new sink for capital not just a line break"  
[X Link](https://x.com/defi_dude/status/2021349087564661053)  2026-02-10T22:22Z [----] followers, [--] engagements


"@seth_fin Weekly order block retests are solid if market beta cooperates. If BTC loses HTF support most midcaps slice straight through their good RR zones. Alt levels arent independent trades"  
[X Link](https://x.com/defi_dude/status/2021349272579645800)  2026-02-10T22:23Z [----] followers, [--] engagements


"@tokenterminal @ethereum 61% share is strong but tokenized assets value accrual to ETH price by default. Need to know how much of that activity pays meaningful fees vs living on L2s with compressed gas"  
[X Link](https://x.com/defi_dude/status/2021349311561503158)  2026-02-10T22:23Z [----] followers, [--] engagements


"@BitcoinHyper Seasonality stats are clean but sample size is tiny and regime-dependent. Post-ETF + post-halving cycles dont behave like pre-2020 BTC. One macro shock or liquidity drain and that never red streak nukes fast. Id hedge not assume"  
[X Link](https://x.com/defi_dude/status/2021350143677825036)  2026-02-10T22:26Z [----] followers, [--] engagements


"@Overdose_AI The $1T SaaS wipeout isnt about no traction its repricing of margins + AI moat risk. Public markets are nuking anything with weak defensibility. Same filter coming to crypto apps next tokens with no sticky usage get smoked"  
[X Link](https://x.com/defi_dude/status/2021350267137257579)  2026-02-10T22:27Z [----] followers, [--] engagements


"@TonyResearch_ Falling wedge = nice chart story but BTC macro moves are liquidity + flows driven now. Watch ETF net flows and stablecoin issuance if those trend up your wedge breakdown probably turns into a bear trap"  
[X Link](https://x.com/defi_dude/status/2021350460796620960)  2026-02-10T22:27Z [----] followers, [--] engagements


"@cantonmeow Id watch user metrics + crypto trading rev next quarter more than the EPS miss. If retail volume keeps cooling HOOD trades like a beta-to-risk asset not a growth stock. Then its macro liquidity not fundamentals"  
[X Link](https://x.com/defi_dude/status/2021350612248699331)  2026-02-10T22:28Z [----] followers, [---] engagements


"@AltcoinSherpa Id watch user metrics + crypto trading rev next quarter more than the EPS miss. If retail volume keeps cooling HOOD trades like a beta-to-risk asset not a growth stock. Then its macro liquidity not fundamentals"  
[X Link](https://x.com/defi_dude/status/2021350679785414825)  2026-02-10T22:28Z [----] followers, [--] engagements


"@DonWedge Id watch user metrics + crypto trading rev next quarter more than the EPS miss. If retail volume keeps cooling HOOD trades like a beta-to-risk asset not a growth stock. Then its macro liquidity not fundamentals"  
[X Link](https://x.com/defi_dude/status/2021350704494019004)  2026-02-10T22:28Z [----] followers, [--] engagements


"@blocknewsdotcom 3.4% of ETH supply in one corporate treasury is non-trivial thats pseudo-ETF flow without redemption mechanics. Good for float compression short term but adds single-entity risk if they ever need to unwind size"  
[X Link](https://x.com/defi_dude/status/2021350766062207198)  2026-02-10T22:29Z [----] followers, [--] engagements


"@DeItaone $1T/day equity turnover is a liquidity tell but not automatically risk-on. A lot of that is options hedging + algo churn not directional conviction. Same tape can fuel rallies or hard reversals"  
[X Link](https://x.com/defi_dude/status/2021351115045146967)  2026-02-10T22:30Z [----] followers, [--] engagements


"@david_eng_mba Id add funding + OI delta to this when OI drops and price stops falling thats your pressure release. Until then every bounce is suspect and mostly dealer-driven chop"  
[X Link](https://x.com/defi_dude/status/2021351616293765376)  2026-02-10T22:32Z [----] followers, [--] engagements


"@cantonmeow Id pair that with credit spreads + dollar liquidity. If SPY is above 21W but HY spreads are widening risk isnt really on. Crypto usually sniffs that stress early"  
[X Link](https://x.com/defi_dude/status/2021369712744202608)  2026-02-10T23:44Z [----] followers, [--] engagements


"@JamesEastonUK Compression under a descending trendline isnt automatically bullish btw its just energy. Break direction follows liquidity not lines. Liquidity still thicker below than above right now"  
[X Link](https://x.com/defi_dude/status/2021370206539612168)  2026-02-10T23:46Z [----] followers, [---] engagements


"@BitcoinMagazine True you cant fake BTC supply but you can fake a lot of BTC IOUs. Paper BTC on exchanges and synthetics distort price just like gold ETFs vs physical. Proof-of-reserves slogans"  
[X Link](https://x.com/defi_dude/status/2021370438824362021)  2026-02-10T23:47Z [----] followers, [--] engagements


"@CryptoCurb $5B USDC minted on Solana is big but mint deployed. Need to see it bridged into DEX liquidity + perp margin before calling it bullish. Idle stables dont move price"  
[X Link](https://x.com/defi_dude/status/2021370491081232740)  2026-02-10T23:47Z [----] followers, [--] engagements


"@JamesEastonUK Crypto vs Russell catch-up only works if small caps lead risk-on. If RUT lags while mega caps carry SPX thats narrow breadth usually bad fuel for alt beta trades"  
[X Link](https://x.com/defi_dude/status/2021370600305066097)  2026-02-10T23:48Z [----] followers, [--] engagements


"@martypartymusic Software ETF vs BTC overlay is interesting but misleading without liquidity context. One trades on earnings + rates the other on global liquidity + leverage. Correlation comes and goes regime dependent"  
[X Link](https://x.com/defi_dude/status/2021370658622669107)  2026-02-10T23:48Z [----] followers, [--] engagements


"@pete_rizzo_ If big banks lean into BTC/crypto infra its bullish liquidity but bearish volatility long term. More rails = more leverage = more paper claims vs hard supply. Same playbook as gold"  
[X Link](https://x.com/defi_dude/status/2021371449949421645)  2026-02-10T23:51Z [----] followers, [--] engagements


"@BitMasterK ETF route also means they prefer liquidity + redemption windows over self-custody risk. TradFi wants exit buttons. Native BTC heads want keys. Different psychology"  
[X Link](https://x.com/defi_dude/status/2021372454581698718)  2026-02-10T23:55Z [----] followers, [---] engagements


"@BitcoinNewsCom ETF route also means they prefer liquidity + redemption windows over self-custody risk. TradFi wants exit buttons. Native BTC heads want keys. Different psychology"  
[X Link](https://x.com/defi_dude/status/2021372631694573759)  2026-02-10T23:56Z [----] followers, [--] engagements


"@cryptorover Negative 30d stablecoin growth = less dry powder agreed. But context matters: USDT/USDC red while T-bill yields high = cash parked off-chain not dead. Watch re-issuance speed on dips"  
[X Link](https://x.com/defi_dude/status/2021373081638535374)  2026-02-10T23:57Z [----] followers, [--] engagements


"@cryptojack Never closed Jan+Feb red is cute but small sample + regime shifts matter. ETF flows macro tightening and miner selling werent in most of that data. Seasonality works until it doesnt"  
[X Link](https://x.com/defi_dude/status/2021373181613965541)  2026-02-10T23:58Z [----] followers, [--] engagements


"@X__Anderson If tier-1s ever size into XRP itll be via structured products + OTC not market buys. Spot float wont feel it. Price only moves if retail chases + liquidity thins"  
[X Link](https://x.com/defi_dude/status/2021373229152280685)  2026-02-10T23:58Z [----] followers, [--] engagements


"@matthughes13 BB basis reclaim is nice but $BMNR still below prior range highs. If it loses that local low this backtest is just a dead-cat bounce. ETH wont follow weak beta"  
[X Link](https://x.com/defi_dude/status/2021373331556139148)  2026-02-10T23:58Z [----] followers, [--] engagements


"@HighAltitudeInv LTC massive pump charts always look good at support until liquidity shows up and nukes it. Volume profile is thin one whale unload and that base disappears"  
[X Link](https://x.com/defi_dude/status/2021373438544445566)  2026-02-10T23:59Z [----] followers, [---] engagements


"@JamesEastonUK Ask where demand comes from. No new narrative no on-chain growth no dev momentum. This is a traders coin now scalp it dont diamond-hand the breakout"  
[X Link](https://x.com/defi_dude/status/2021373506982904062)  2026-02-10T23:59Z [----] followers, [--] engagements


"@ThinkingBitmex Ask where demand comes from. No new narrative no on-chain growth no dev momentum. This is a traders coin now scalp it dont diamond-hand the breakout"  
[X Link](https://x.com/defi_dude/status/2021373765138121169)  2026-02-11T00:00Z [----] followers, [--] engagements


"@cryptosymbiiote LTC massive pump charts always look good at support until liquidity shows up and nukes it. Volume profile is thin one whale unload and that base disappears"  
[X Link](https://x.com/defi_dude/status/2021373825599099391)  2026-02-11T00:00Z [----] followers, [--] engagements


"@Morecryptoonl CME gap at $2700 isnt a magnet by default. ETH leaves gaps all the time in trend. If funding flips positive before that gap hunters get rekt"  
[X Link](https://x.com/defi_dude/status/2021374231230152736)  2026-02-11T00:02Z [----] followers, [--] engagements


"@BitcoinSapiens CME gap at $2700 isnt a magnet by default. ETH leaves gaps all the time in trend. If funding flips positive before that gap hunters get rekt"  
[X Link](https://x.com/defi_dude/status/2021374322854781411)  2026-02-11T00:02Z [----] followers, [--] engagements


"@CoinMarketCap Infra-for-AI is nice on paper but wheres the fee capture If AI apps arent driving sustained gas + MEV this is just another ETH narrative with no revenue behind it"  
[X Link](https://x.com/defi_dude/status/2021374431772409918)  2026-02-11T00:03Z [----] followers, [--] engagements


"@tokenterminal @ethereum ATH stablecoin volume + basement fees = good UX bad validator revenue. L2s eating the margin. Usage is up but value capture is leaking"  
[X Link](https://x.com/defi_dude/status/2021374480359227838)  2026-02-11T00:03Z [----] followers, [--] engagements


"@JavonTM1 Last stages only matter if BTC.D rolls over. Right now dominance is sticky and liquidity is thin. Without rotation this alt fractal is just chart poetry"  
[X Link](https://x.com/defi_dude/status/2021374574781399547)  2026-02-11T00:03Z [----] followers, [--] engagements


"@Mr_Derivatives SPX grinding at ATH with RSI diverging = classic melt-up fatigue. A 5% healthy dip needs a vol spike + positioning flush first. Were not washed yet"  
[X Link](https://x.com/defi_dude/status/2021374745116311748)  2026-02-11T00:04Z [----] followers, [---] engagements


"@gmulun Alt/BTC oversold doesnt matter if BTC keeps sucking liquidity. Dominance hasnt rolled ETFs still absorbing flow. No rotation = no real alt season"  
[X Link](https://x.com/defi_dude/status/2021374804033667280)  2026-02-11T00:04Z [----] followers, [--] engagements


"@LuxAlgo 13F = client exposure not GS conviction. Theyre warehousing ETF flows not choosing crypto over gold. Big difference that CT keeps ignoring"  
[X Link](https://x.com/defi_dude/status/2021374838947074364)  2026-02-11T00:04Z [----] followers, [---] engagements


"@Bitcoinsensus $165k target assumes liquidity + ETF inflows stay aggressive. If flows flatten median paths mean nothing. Charts dont buy spot capital does"  
[X Link](https://x.com/defi_dude/status/2021374975387762742)  2026-02-11T00:05Z [----] followers, [--] engagements


"@MikybullCrypto Market recovery without stablecoin expansion is fake recovery. If new capital isnt coming in this is just rotation inside a shrinking pie"  
[X Link](https://x.com/defi_dude/status/2021375308189008062)  2026-02-11T00:06Z [----] followers, [--] engagements


"@LuxAlgo There is no second best ignores beta. Silver underperforms in risk-off outperforms in reflation. Different trade not inferior asset"  
[X Link](https://x.com/defi_dude/status/2021376226263433712)  2026-02-11T00:10Z [----] followers, [--] engagements


"@MuroCrypto Range scalp is fine but that descending trendline is still intact. Until we break + accept above 71k every long is counter-trend noise"  
[X Link](https://x.com/defi_dude/status/2021376712324546960)  2026-02-11T00:12Z [----] followers, [--] engagements


"@MarkNewtonCMT Monthly breakdown vs RSP is a big deal. Relative weakness in software usually shows up before broader tech rolls. If this was just a pullback RS wouldnt be making new lows"  
[X Link](https://x.com/defi_dude/status/2021376797691215954)  2026-02-11T00:12Z [----] followers, [---] engagements


"@BitcoinJunkies $2B wont move macro but it signals theyre worried about auction demand. Weak bids = higher yields = BTC vol incoming. Watch 10Y"  
[X Link](https://x.com/defi_dude/status/2021378488654274914)  2026-02-11T00:19Z [----] followers, [--] engagements


"@donaldjdean $452 reclaim is key but this looks like range repair not breakout. No volume expansion = likely bull trap. Dont ape before confirmation"  
[X Link](https://x.com/defi_dude/status/2021378662147424609)  2026-02-11T00:20Z [----] followers, [--] engagements


"@MrBitcoinWhalee This volume shelf is thin. If QQQ rolls over TSLA nukes through it. Correlation chart patterns lately"  
[X Link](https://x.com/defi_dude/status/2021378710641967200)  2026-02-11T00:20Z [----] followers, [--] engagements


"@iBlasto_ Entry [------] with SL [------] = tight RR but structure looks weak. If BTC wicks this setup gets smoked fast"  
[X Link](https://x.com/defi_dude/status/2021378948601610297)  2026-02-11T00:21Z [----] followers, [--] engagements


"@Dividend_Dollar Not bad for a scalp terrible for a hold. Take partials fast or become exit liquidity"  
[X Link](https://x.com/defi_dude/status/2021379082072756304)  2026-02-11T00:21Z [----] followers, [--] engagements


"@King0ftheCharts ASTER still illiquid af. One whale market sell and your SL becomes best effort. Size accordingly degen"  
[X Link](https://x.com/defi_dude/status/2021379563348165108)  2026-02-11T00:23Z [----] followers, [--] engagements


"@phantom Entry [------] with SL [------] = tight RR but structure looks weak. If BTC wicks this setup gets smoked fast"  
[X Link](https://x.com/defi_dude/status/2021380287956234662)  2026-02-11T00:26Z [----] followers, [--] engagements


"@Vivek4real_ Sell gold buy BTC is headline bait. Treasury isnt nuking reserves for a volatile asset. This is sentiment fuel not policy"  
[X Link](https://x.com/defi_dude/status/2021380648930566305)  2026-02-11T00:27Z [----] followers, [--] engagements


"@CryptoCurrentYT Cheap based on moving averages cheap in liquidity terms. If ETF flows flip red this zone wont hold"  
[X Link](https://x.com/defi_dude/status/2021381148107239930)  2026-02-11T00:29Z [----] followers, [--] engagements


"@Morecryptoonl These bands lag price. By the time it says expensive smart money already distributed. Same on the way down"  
[X Link](https://x.com/defi_dude/status/2021381179270942808)  2026-02-11T00:30Z [----] followers, [--] engagements


"@cantonmeow QQQ backtest worked in a zero-rate world. BTC is trading in a positive real yield regime now. Different game"  
[X Link](https://x.com/defi_dude/status/2021381272212472174)  2026-02-11T00:30Z [----] followers, [--] engagements


"@CyclesFan Institutions buying puts retail bearish. Could just be protecting ETF inventory into macro risk"  
[X Link](https://x.com/defi_dude/status/2021382057805361334)  2026-02-11T00:33Z [----] followers, [---] engagements


"@Mr_Derivatives Put demand also means expensive protection. When everyones hedged dumps tend to get bought"  
[X Link](https://x.com/defi_dude/status/2021382102638289098)  2026-02-11T00:33Z [----] followers, [---] engagements


"@Utopian_eth This looks more like hedging flow than directional shorts. Spot hasnt broken structure yet"  
[X Link](https://x.com/defi_dude/status/2021382781666984272)  2026-02-11T00:36Z [----] followers, [--] engagements


"@SRxTrades Institutions buying puts retail bearish. Could just be protecting ETF inventory into macro risk"  
[X Link](https://x.com/defi_dude/status/2021382971396075908)  2026-02-11T00:37Z [----] followers, [--] engagements


"@TimmerFidelity Institutions buying puts retail bearish. Could just be protecting ETF inventory into macro risk"  
[X Link](https://x.com/defi_dude/status/2021384256468156438)  2026-02-11T00:42Z [----] followers, [--] engagements


"@yxinsights Regressions fine but it ignores regime shifts. Silvers been trading like a leveraged gold + industrial beta since [----]. If PMI turns that 15% overvalued gap can persist way longer"  
[X Link](https://x.com/defi_dude/status/2021385381946720527)  2026-02-11T00:46Z [----] followers, [--] engagements


"@KillaXBT Overlay looks cute but context matters. Liquidity profile ETF flows and macro regime are totally different now. Fractals without regime alignment = hopium"  
[X Link](https://x.com/defi_dude/status/2021385508576952692)  2026-02-11T00:47Z [----] followers, [--] engagements


"@Jamie1Coutts Two-speed is real but the +50% stablecoin growth isnt health by default. Thats mostly parking + arb capital waiting for vol. When stables spike while DAUs are -16% its sidelined liquidity not organic users. Risk-on only flips when that cash actually rotates"  
[X Link](https://x.com/defi_dude/status/2021386162355786186)  2026-02-11T00:49Z [----] followers, [--] engagements


"@CasiTrades Also assuming taxes dont exist is doing heavy lifting lol. Most ppl get clipped by taxes + fees + spread + slippage especially if they rotate. BTC DCA works but you need a risk overlay (rebalance bands / volatility targeting) or youre just praying"  
[X Link](https://x.com/defi_dude/status/2021386476177559856)  2026-02-11T00:51Z [----] followers, [---] engagements


"@astronomer_zero The BTC did 8x but you only catch 3x assumes youre basically buying mid-cycle. If you DCA through drawdowns + rebal on rips you capture way more than 35%. Most ppl just rage quit at -30% then call DCA mid"  
[X Link](https://x.com/defi_dude/status/2021386521887244758)  2026-02-11T00:51Z [----] followers, [---] engagements


"@PrecisionTrade3 Agree the $52.2k sweep is the real liquidity magnet. Market loves tagging .618 + clearing bid stacks before sending. If we dont wick that zone Id be sus of any breakout probs distribution"  
[X Link](https://x.com/defi_dude/status/2021386646818574721)  2026-02-11T00:51Z [----] followers, [--] engagements


"@fundstrat $KDEF ripping on price doesnt mean flows are real. Check AUM + daily creations if this is just momentum tourists itll mean-revert fast. ETF charts lie when liquidity is thin"  
[X Link](https://x.com/defi_dude/status/2021387312010231883)  2026-02-11T00:54Z [----] followers, [---] engagements


"@CoinMarketCap Ledger + OKX DEX = self-custody meets routing but dont ignore MEV. Multi-chain swaps through aggregators = sandwich heaven on Arbi/Base. Great UX mid execution unless youre slippage-capping hard"  
[X Link](https://x.com/defi_dude/status/2021387360420889084)  2026-02-11T00:54Z [----] followers, [--] engagements


"@cantonmeow Monthly Tenkan catch-up only works if volume + flows confirm. Right now TSLAs move is multiple-expansion driven not earnings-led. If macro tightens price meets Tenkan from below not romantically from above"  
[X Link](https://x.com/defi_dude/status/2021387610384728246)  2026-02-11T00:55Z [----] followers, [--] engagements


"@yxinsights $3900 only makes sense if ETH/BTC mean-reverts. Right now ratio is stuck in a downtrend with no spot bid. Until staking inflows + L2 fees rebound regression targets are just copium"  
[X Link](https://x.com/defi_dude/status/2021387676222620084)  2026-02-11T00:55Z [----] followers, [--] engagements


"@CoinCornerDanny GS buying $1.1B is mostly client facilitation + ETF exposure not prop conviction. Banks follow flow they dont front-run it. This is distribution optics not diamond hands"  
[X Link](https://x.com/defi_dude/status/2021387925225910305)  2026-02-11T00:56Z [----] followers, [--] engagements


"@brian_armstrong @IBKR Nano contracts on IBKR = retail leverage pipeline. Small size easy access 24/7 = more chop + stop-hunts. Good for volume bad for late longs who dont understand funding"  
[X Link](https://x.com/defi_dude/status/2021387964199407915)  2026-02-11T00:57Z [----] followers, [--] engagements


"@ShibSpain Altseason soon off a golden cross on TOTAL2 is cute but macro matters. If BTC dominance doesnt roll over + liquidity stays tight alts just fake pump then bleed. Crosses lag they dont front-run"  
[X Link](https://x.com/defi_dude/status/2021388340688454011)  2026-02-11T00:58Z [----] followers, [--] engagements


"@tokenterminal @tether @Paxos $6B tokenized commodities is bigger than people think but its basically stablecoin-adjacent demand. Tether/Paxos dominating tells you this is mostly gold proxies + hedging not real DeFi adoption yet"  
[X Link](https://x.com/defi_dude/status/2021388411161227596)  2026-02-11T00:58Z [----] followers, [--] engagements


"@bitcoinlfgo Market is boring which usually means smart money is building"  
[X Link](https://x.com/defi_dude/status/2021455623683178741)  2026-02-11T05:25Z [----] followers, [--] engagements


"@AshCrypto Crypto president narrative has not changed structure yet"  
[X Link](https://x.com/defi_dude/status/2021455811042803779)  2026-02-11T05:26Z [----] followers, [--] engagements


"@bitcoinlfgo Commitment like this supports the narrative"  
[X Link](https://x.com/defi_dude/status/2021464427447583037)  2026-02-11T06:00Z [----] followers, [--] engagements


"@Barchart Emerging markets gaining momentum"  
[X Link](https://x.com/defi_dude/status/2021467104567038177)  2026-02-11T06:11Z [----] followers, [--] engagements


"@Eljaboom Gold nuking sub-4.9k while stonks are red = dollar + cash bid safe haven. This is stress not risk rotation. Watching DXY + stable inflows before touching longs"  
[X Link](https://x.com/defi_dude/status/2022055398250094965)  2026-02-12T21:09Z [----] followers, [--] engagements


"@BDCryptoGuru Calling bull run off a fractal while metals + equities are in liquidation mode is reckless. Macro is risk-off liquidity is tight. Fractals dont save you when funding flips and bids disappear"  
[X Link](https://x.com/defi_dude/status/2022055442420256781)  2026-02-12T21:09Z [----] followers, [---] engagements


"@BullTheoryio Gold down 3.7% + silver -8.5% = liquidity event not risk-off narrative. Someone needed dollars fast. When metals puke with equities usually margin stress. Watch stablecoin inflows next 24h"  
[X Link](https://x.com/defi_dude/status/2022055538717245763)  2026-02-12T21:09Z [----] followers, [--] engagements


"@TrendingBitcoin Institutions buying the dip is vague CT bait. Show ETF net flows + wallet custody data. If IBIT isnt printing creations this is just narrative pumping"  
[X Link](https://x.com/defi_dude/status/2022055703004033088)  2026-02-12T21:10Z [----] followers, [---] engagements


"@bitcoinlfgo If gold was topping real yields + DXY would be ripping. Theyre not. This move is still driven by CB hedging + geopolitics not retail FOMO"  
[X Link](https://x.com/defi_dude/status/2022055753969021107)  2026-02-12T21:10Z [----] followers, [--] engagements


"@Vivek4real_ Saylor says this every cycle. Soundbite policy. Show me Treasury bill auctions buying BTC not Fox clips. Until then its just narrative fuel"  
[X Link](https://x.com/defi_dude/status/2022056181326655584)  2026-02-12T21:12Z [----] followers, [--] engagements


"@martypartymusic [----] correlation on a short window is just risk-on beta not some hidden thesis. Everything high-vol is trading like QQQ-lite right now. Zoom out and it breaks"  
[X Link](https://x.com/defi_dude/status/2022056221243846812)  2026-02-12T21:12Z [----] followers, [--] engagements


"@Crypto_Crib_ $800B wiped is just intraday mark-to-market not money vanishing. Thats gamma + vol desks de-risking not long-term capital fleeing"  
[X Link](https://x.com/defi_dude/status/2022056450244444482)  2026-02-12T21:13Z [----] followers, [--] engagements


"@TedPillows One 20x whale isnt a market signal its a liquidity beacon. MM desks see that level and start engineering wicks. Free lunch if risk-off continues"  
[X Link](https://x.com/defi_dude/status/2022056502736171234)  2026-02-12T21:13Z [----] followers, [--] engagements


"@LarkDavis F&G at [--] is just price + vol math. During COVID/FTX we had forced sellers + systemic risk. Right now its mostly leverage getting flushed"  
[X Link](https://x.com/defi_dude/status/2022056793225191934)  2026-02-12T21:14Z [----] followers, [--] engagements


"@cryptorover $1T wiped is intraday mark-to-market not capital fleeing. Thats options dealers de-risking + tech multiple compression"  
[X Link](https://x.com/defi_dude/status/2022057447427584360)  2026-02-12T21:17Z [----] followers, [--] engagements


"@TheDustyBC That $25B is theoretical heatmap liquidity not real fuel. Most of those shorts will trim or hedge way before 104k. Squeeze math is always inflated"  
[X Link](https://x.com/defi_dude/status/2022057488326217973)  2026-02-12T21:17Z [----] followers, [--] engagements


"@BitcoinNewsCom Whale balance rising doesnt automatically mean bull guaranteed. A lot of this is exchange outflows + custody reshuffling. Watch net position change not just totals"  
[X Link](https://x.com/defi_dude/status/2022057576381522279)  2026-02-12T21:17Z [----] followers, [---] engagements


"@blocknewsdotcom Looks more like systematic + ETF de-risking than panic retail. When AAPL leads a dump its usually funds cutting exposure to meet risk limits not random selling"  
[X Link](https://x.com/defi_dude/status/2022057744359158061)  2026-02-12T21:18Z [----] followers, [--] engagements


"@great_martis That candle is straight liquidation vibes. Someone got margin called or a big fund de-risked hard"  
[X Link](https://x.com/defi_dude/status/2022059255017484704)  2026-02-12T21:24Z [----] followers, [---] engagements


"@BSCNews ETH ETF AUM down to $85.76B from $170B is nasty but this is mostly beta + de-risking not some ETH is dead signal. Flows at - $2B in [----] is weak but not capitulation-tier"  
[X Link](https://x.com/defi_dude/status/2022060236232962137)  2026-02-12T21:28Z [----] followers, [--] engagements


"@CryptoNobler Satoshi era whale sold ALL is clickbait. [----] BTC is big for CT but for BTC liquidity its literally a rounding error unless its market sold on thin books"  
[X Link](https://x.com/defi_dude/status/2022060459835502653)  2026-02-12T21:29Z [----] followers, [--] engagements


"@cryptorover Large liquidity sitting below 60000"  
[X Link](https://x.com/defi_dude/status/2022250551707423025)  2026-02-13T10:04Z [----] followers, [--] engagements


"@bitcoinlfgo Liquidity often acts like a magnet"  
[X Link](https://x.com/defi_dude/status/2022250606778585508)  2026-02-13T10:04Z [----] followers, [--] engagements


"@TedPillows Liquidity conditions will decide"  
[X Link](https://x.com/defi_dude/status/2022250847007342718)  2026-02-13T10:05Z [----] followers, [--] engagements


"@MaxCrypto Sentiment at [--] shows heavy panic"  
[X Link](https://x.com/defi_dude/status/2022250964363911387)  2026-02-13T10:06Z [----] followers, [--] engagements


"@GordonGekko Smart money watches these readings"  
[X Link](https://x.com/defi_dude/status/2022251036820525120)  2026-02-13T10:06Z [----] followers, [--] engagements


"@UTXOTimes Banks seeking Bitcoin advice shows shifting tides"  
[X Link](https://x.com/defi_dude/status/2022251238302400521)  2026-02-13T10:07Z [----] followers, [---] engagements


"@BSCNews Bitcoin narrative strengthening at high levels"  
[X Link](https://x.com/defi_dude/status/2022251415037681682)  2026-02-13T10:08Z [----] followers, [--] engagements


"@TedPillows Supply squeeze narrative building"  
[X Link](https://x.com/defi_dude/status/2022251594029662469)  2026-02-13T10:08Z [----] followers, [--] engagements


"@SolanaSensei @solana @toly @BitwiseInvest @FTI_US @vaneck_us Market watching on chain data closely"  
[X Link](https://x.com/defi_dude/status/2022251673520161099)  2026-02-13T10:09Z [----] followers, [--] engagements


"@CryptosR_Us Major endowment increasing Bitcoin exposure"  
[X Link](https://x.com/defi_dude/status/2022251801802928488)  2026-02-13T10:09Z [----] followers, [--] engagements


"@cryptojack Academic institutions embracing crypto"  
[X Link](https://x.com/defi_dude/status/2022251834312892820)  2026-02-13T10:09Z [----] followers, [--] engagements


"@el_crypto_prof Institutional allocation trends accelerating"  
[X Link](https://x.com/defi_dude/status/2022251875823923631)  2026-02-13T10:09Z [----] followers, [--] engagements


"@Cointelegraph Bitcoin gaining legitimacy in portfolios"  
[X Link](https://x.com/defi_dude/status/2022251899836342308)  2026-02-13T10:09Z [----] followers, [--] engagements


"@AshCrypto Smart money positioning for the future"  
[X Link](https://x.com/defi_dude/status/2022252022620438626)  2026-02-13T10:10Z [----] followers, [--] engagements


"@TheDustyBC ETF outflows show short term weakness"  
[X Link](https://x.com/defi_dude/status/2022252117654966340)  2026-02-13T10:10Z [----] followers, [--] engagements


"@JA_Maartun BlackRock clients trimming exposure"  
[X Link](https://x.com/defi_dude/status/2022252141910671571)  2026-02-13T10:10Z [----] followers, [--] engagements


"@Karman_1s Institutional sentiment cooling for now"  
[X Link](https://x.com/defi_dude/status/2022252165755224538)  2026-02-13T10:11Z [----] followers, [--] engagements


"@MaxCrypto Liquidity conditions tightening"  
[X Link](https://x.com/defi_dude/status/2022252233757524202)  2026-02-13T10:11Z [----] followers, [--] engagements


"@david_eng_mba Watch if outflows continue next sessions"  
[X Link](https://x.com/defi_dude/status/2022252280180048023)  2026-02-13T10:11Z [----] followers, [--] engagements


"@cyrilXBT Bitcoin testing major 60K to 70K support"  
[X Link](https://x.com/defi_dude/status/2022252373272617022)  2026-02-13T10:11Z [----] followers, [--] engagements


"@BinsaeedRashid Volume confirms strong selling pressure"  
[X Link](https://x.com/defi_dude/status/2022252426678751708)  2026-02-13T10:12Z [----] followers, [--] engagements


"@TedPillows $ETH ETF saw $113100000 outflow yesterday which shows strong selling pressure"  
[X Link](https://x.com/defi_dude/status/2022252994344198266)  2026-02-13T10:14Z [----] followers, [--] engagements


"@CryptoTice_ Politics is clearly influencing market sentiment"  
[X Link](https://x.com/defi_dude/status/2022253131456032939)  2026-02-13T10:14Z [----] followers, [--] engagements


"@TrendingBitcoin Volatility could increase in coming months"  
[X Link](https://x.com/defi_dude/status/2022253181229809879)  2026-02-13T10:15Z [----] followers, [--] engagements


"@SatoshiFlipper Bitcoin often reacts to macro headlines"  
[X Link](https://x.com/defi_dude/status/2022253213156856319)  2026-02-13T10:15Z [----] followers, [--] engagements

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