#  @CuriousCryptoX CuriousCrypto CuriousCrypto posts on X about bitcoin, liquidity, crypto, ai the most. They currently have [---] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::2014992692845875200/interactions)  - [--] Week [-------] +99% ### Mentions: [---] [#](/creator/twitter::2014992692845875200/posts_active)  - [--] Week [---] +0.87% ### Followers: [---] [#](/creator/twitter::2014992692845875200/followers)  - [--] Week [---] +60% ### CreatorRank: [-------] [#](/creator/twitter::2014992692845875200/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 55.23% [cryptocurrencies](/list/cryptocurrencies) #4830 [countries](/list/countries) 6.5% [stocks](/list/stocks) 5.42% [exchanges](/list/exchanges) 3.25% [financial services](/list/financial-services) #811 [technology brands](/list/technology-brands) 2.53% [currencies](/list/currencies) 1.81% [automotive brands](/list/automotive-brands) 1.08% [celebrities](/list/celebrities) 0.72% **Social topic influence** [bitcoin](/topic/bitcoin) #1979, [liquidity](/topic/liquidity) #342, [crypto](/topic/crypto) #4968, [ai](/topic/ai) 5.42%, [inflation](/topic/inflation) #2225, [money](/topic/money) 4.69%, [debt](/topic/debt) #411, [gold](/topic/gold) 3.97%, [stablecoins](/topic/stablecoins) #120, [market](/topic/market) 3.61% **Top accounts mentioned or mentioned by** [@coinmarketcap](/creator/undefined) [@coinbureau](/creator/undefined) [@cryptorover](/creator/undefined) [@vivek4real](/creator/undefined) [@whaleinsider](/creator/undefined) [@ashcrypto](/creator/undefined) [@hajiyevrashad](/creator/undefined) [@trendingbitcoin](/creator/undefined) [@bitcointeddy](/creator/undefined) [@merlijntrader](/creator/undefined) [@gordongekko](/creator/undefined) [@cryptonobler](/creator/undefined) [@saylordocs](/creator/undefined) [@watcherguru](/creator/undefined) [@cryptosrus](/creator/undefined) [@quintenfrancois](/creator/undefined) [@apompliano](/creator/undefined) [@bitcoinjunkies](/creator/undefined) [@kalshi](/creator/undefined) [@intocryptoverse](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [BlackRock Inc (BLK)](/topic/blackrock) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Ethereum (ETH)](/topic/ethereum) [Solana (SOL)](/topic/solana) ### Top Social Posts Top posts by engagements in the last [--] hours "A bit of context: Santiments sentiment score tracks how positive or negative traders talk across social media and forums. Its not a price signal but roughly: sentiment positive negative mentions [--] = optimism dominates [--] = caution dominates So XRP reflects stronger optimism and narratives ETH mildly positive and BTC more cautious. https://twitter.com/i/web/status/2019476748790902816 https://twitter.com/i/web/status/2019476748790902816" [X Link](https://x.com/CuriousCryptoX/status/2019476748790902816) 2026-02-05T18:22Z [---] followers, [---] engagements "@WhaleInsider India easing wheat stock limits. Not exactly moon news but inflation probably just exhaled and it might calm your grocery bill" [X Link](https://x.com/CuriousCryptoX/status/2019672671940931920) 2026-02-06T07:21Z [---] followers, [---] engagements "@TrendingBitcoin This comment dates back to late Nov [----]. JPMorgan referred to BTC as a risk sentiment indicator not the sole leading signal for the entire US market. And think about it. a sole leading indicator Thats a stretch" [X Link](https://x.com/CuriousCryptoX/status/2019676923157451236) 2026-02-06T07:37Z [---] followers, [---] engagements "@CryptosR_Us Theres a lot of misconception around this. This isnt QE. Its the Treasury swapping older less liquid debt to improve market functioning. No money printing. No Fed involvement. No liquidity wave. This is curve management not stimulus" [X Link](https://x.com/CuriousCryptoX/status/2019681177490321450) 2026-02-06T07:54Z [---] followers, [--] engagements "@Bitcoin_Teddy UAE hasnt been buying this or every dip. Most of their BTC comes from mining via Citadel Mining not panic buying on red candles. This is production not emotion" [X Link](https://x.com/CuriousCryptoX/status/2019682390411706590) 2026-02-06T07:59Z [---] followers, [---] engagements "@CoinMarketCap Some context for those wondering what this means. Instead of transferring money between banks through a middleman Polymarket now uses money that already lives where it needs to be. Thats a clear win for reliability and operational simplicity" [X Link](https://x.com/CuriousCryptoX/status/2019689881824583684) 2026-02-06T08:29Z [---] followers, [--] engagements "@GordonGekko Forced selling can mark a low but it doesnt guarantee the bottom. Time usually has a say too. However I hope you're right" [X Link](https://x.com/CuriousCryptoX/status/2019704578120507420) 2026-02-06T09:27Z [---] followers, [---] engagements "@cryptorover Impressive because it shows their balance sheet and debt structure are built to withstand extreme long-lasting stress without forced selling" [X Link](https://x.com/CuriousCryptoX/status/2019711592104132773) 2026-02-06T09:55Z [---] followers, [---] engagements "@coinbureau The bullish interpretation 🔹Dry powder is being preserved 🔹Faster deployment once risk appetite returns 🔹Historically precedes rotation phases Reality check 🔸Liquidity can stay idle longer than expected 🔸Macro still dictates timing 🔸No catalyst no trigger" [X Link](https://x.com/CuriousCryptoX/status/2019738454725386651) 2026-02-06T11:42Z [---] followers, [---] engagements "@CoinMarketCap To provide some context: Real home loans are being put onchain showing ETH used as financial infrastructure not speculation. Small scale for now but a positive signal" [X Link](https://x.com/CuriousCryptoX/status/2019739228083565037) 2026-02-06T11:45Z [---] followers, [---] engagements "@AshCrypto Worth adding context. China has been hostile to private crypto and stablecoins for years. This isnt a sudden pivot but a continuation of capital control policy. Not a shock. Not new" [X Link](https://x.com/CuriousCryptoX/status/2019765464688210409) 2026-02-06T13:29Z [---] followers, [---] engagements "@GordonGekko Honestly seeing price hold above the 200-week and bounce is a relief. Maybe its not over but at least it feels like the worst might be behind us for now" [X Link](https://x.com/CuriousCryptoX/status/2019768658289901786) 2026-02-06T13:42Z [---] followers, [--] engagements "@DeFiTracer This is nonsense. No official source no bill draft no scheduled signing" [X Link](https://x.com/CuriousCryptoX/status/2019769182116581478) 2026-02-06T13:44Z [---] followers, [---] engagements "@CoinMarketCap This is a bookkeeping loss driven by mark-to-market accounting on Bitcoin not a cash loss. On paper it hurts. In practice nothing changed. Same thesis. Same horizon. Volatility doing its job" [X Link](https://x.com/CuriousCryptoX/status/2019790227271832046) 2026-02-06T15:08Z [---] followers, [---] engagements "@Kalshi Some context: Prediction markets like Kalshi price probabilities based on collective bets not privileged insight. 👍Theyre great at showing where consensus is. 👎Less great at predicting when consensus breaks" [X Link](https://x.com/CuriousCryptoX/status/2019793313730035763) 2026-02-06T15:20Z [---] followers, [---] engagements "BTC didnt lose its narrative. The digital gold story just doesnt work as a blanket safe haven yet. In practice BTC behaves more like a speculative growth asset that can act as a hedge in certain macro regimes not during every crisis. Thats not narrative death. Thats narrative evolution. https://twitter.com/i/web/status/2019854976562930067 https://twitter.com/i/web/status/2019854976562930067" [X Link](https://x.com/CuriousCryptoX/status/2019854976562930067) 2026-02-06T19:25Z [---] followers, [--] engagements "@CoinMarketCap Im honestly wondering what to do with this information. BTC moved between wallets. Without a sale or exchange deposit this is operational not directional" [X Link](https://x.com/CuriousCryptoX/status/2019856286888644813) 2026-02-06T19:30Z [---] followers, [--] engagements "@WhaleInsider I believe this ties directly into ongoing USIndia trade talks. Tariffs were leverage. The deal needed momentum" [X Link](https://x.com/CuriousCryptoX/status/2020031846533533967) 2026-02-07T07:08Z [---] followers, [---] engagements "@coinbureau That makes sense. Search interest usually rises after sharp moves when people try to understand what just happened" [X Link](https://x.com/CuriousCryptoX/status/2020044633800339557) 2026-02-07T07:59Z [---] followers, [--] engagements "@AshCrypto Worth clarifying: This is IBIT ETF inflow not BlackRock making a discretionary buy. Investors bought the ETF BlackRock facilitated the exposure" [X Link](https://x.com/CuriousCryptoX/status/2020045751766712384) 2026-02-07T08:03Z [---] followers, [---] engagements "@intocryptoverse Bitcoin jumps $10k and people expect sentiment to flip instantly. Price moves in real time. Fear & Greed updates once a day and reflects recent stress not the last candle. Sentiment lags. Price leads" [X Link](https://x.com/CuriousCryptoX/status/2020047338631246019) 2026-02-07T08:09Z [---] followers, [---] engagements "@MerlijnTrader In-kind ETF flows move BTC from the open market into ETF custody without spot buying. Thats neither bullish nor bearish by default. It reduces forced market buying so price impact is quieter. But BTC held in ETFs trades less frequently tightening liquid supply over time" [X Link](https://x.com/CuriousCryptoX/status/2020050251323961761) 2026-02-07T08:21Z [---] followers, [---] engagements "@coinbureau Thats one way to learn the importance of decimals" [X Link](https://x.com/CuriousCryptoX/status/2020051068638445834) 2026-02-07T08:24Z [---] followers, [---] engagements "@Bitcoin_Teddy Yes. Bank of America now allows wealth advisors to recommend 1%4% Bitcoin/crypto allocations to clients via regulated ETFs. Its a shift in formal advice not a mandate or a direct buy order. So lets go easy with the here we go. This is guidance not a starting gun" [X Link](https://x.com/CuriousCryptoX/status/2020051495819870348) 2026-02-07T08:26Z [---] followers, [---] engagements "@coinbureau Fair take. If even Bloomberg ETF analysts cant keep up with every crypto protocol that probably says more about how early this market still is than about Ondo Finance itself" [X Link](https://x.com/CuriousCryptoX/status/2020069783568335134) 2026-02-07T09:39Z [---] followers, [---] engagements "@QuintenFrancois One day BTC will fall so hard you can only retire comfortably instead of obscenely" [X Link](https://x.com/CuriousCryptoX/status/2020070209332343218) 2026-02-07T09:40Z [---] followers, [---] engagements "@GordonGekko Maybe good news for BTC adoption but this worries me. Research on buy-now-pay-later services like Klarna shows they increase overspending and debt because payments feel smaller. Mixing credit with a volatile asset doesnt reduce risk it pushes it; often onto younger users" [X Link](https://x.com/CuriousCryptoX/status/2020073816144199949) 2026-02-07T09:55Z [---] followers, [---] engagements "@CoinMarketCap Excellent example of how far ETF conversations have moved beyond just BTC and ETH" [X Link](https://x.com/CuriousCryptoX/status/2020133590722318436) 2026-02-07T13:52Z [---] followers, [--] engagements "Some context: ✅Yes the House has passed a version of a crypto market structure bill. ❌No its not about to pass yet in the legal sense. What happens next: Senate committees (Banking + Agriculture) still need to agree on the text Committee votes come first Then a full Senate vote If the Senate amends it HouseSenate reconciliation follows Only after that: presidential signature Progress Yes. Done deal Not yet. https://twitter.com/i/web/status/2020177634697593269 https://twitter.com/i/web/status/2020177634697593269" [X Link](https://x.com/CuriousCryptoX/status/2020177634697593269) 2026-02-07T16:47Z [---] followers, [----] engagements "@CryptoNobler This is nonsense. FOMC members dont pre-announce votes or future rate decisions. Theres no way to know that [--] out of [--] support a [--] bps cut ahead of a meeting. If that were real it would come from the Fed itself not a crypto tweet" [X Link](https://x.com/CuriousCryptoX/status/2020178412715855971) 2026-02-07T16:50Z [---] followers, [---] engagements "@coinbureau Interesting chart. When the Coinbase premium turns positive during panic it usually means U.S. buyers are shopping while everyone else is stress-scrolling" [X Link](https://x.com/CuriousCryptoX/status/2020179339170705514) 2026-02-07T16:54Z [---] followers, [--] engagements "Context matters: When Vitalik Buterin calls ETH a store of value and an app hes not talking about scarcity alone but about utility-backed demand thats structurally required. Fees staking and security demand all flow through ETH and crucially much of that demand is non-optional if you want to use Ethereum at all. https://twitter.com/i/web/status/2020219076392456495 https://twitter.com/i/web/status/2020219076392456495" [X Link](https://x.com/CuriousCryptoX/status/2020219076392456495) 2026-02-07T19:32Z [---] followers, [---] engagements "@Vivek4real_ To me USD wont be accepted is the weakest part of the claim. Whats more realistic is selective use: Bitcoin for saving and settlement fiat for everyday obligations both coexisting for a long time" [X Link](https://x.com/CuriousCryptoX/status/2020220002117317052) 2026-02-07T19:35Z [---] followers, [----] engagements "This fits her long standing pro crypto stance. The shift is clear: stablecoins arent being framed as a threat to banks anymore but as new infrastructure they can offer under clearer rules. 👏A smart move because it aligns bank incentives with innovation instead of triggering resistance. https://twitter.com/i/web/status/2020227988982272329 https://twitter.com/i/web/status/2020227988982272329" [X Link](https://x.com/CuriousCryptoX/status/2020227988982272329) 2026-02-07T20:07Z [---] followers, [---] engagements "@coinbureau Important nuance: The $8K level is where BTC no longer covers net debt. That doesnt mean everything is safe above it. Liquidity refinancing cycles and market access bite earlier than balance sheet math suggests. Mostly an accounting statement not a market one" [X Link](https://x.com/CuriousCryptoX/status/2020406978573660303) 2026-02-08T07:58Z [---] followers, [---] engagements "@AshCrypto Selling to repay loans is not always capitulation it is often risk management when the margin math changes. Still a 750M loss is an expensive lesson in liquidity and patience" [X Link](https://x.com/CuriousCryptoX/status/2020407448419422391) 2026-02-08T08:00Z [---] followers, [---] engagements "@cryptorover Important nuance: This is the ETF. BlackRock isnt dumping BTC from their own balance sheet theyre just processing investor flows. If people redeem the fund sells. If people buy it buys" [X Link](https://x.com/CuriousCryptoX/status/2020407950544663028) 2026-02-08T08:02Z [---] followers, [---] engagements "@CryptosR_Us Fair take. The indicator isnt saying buy now its saying pay attention. Extremes in distance from trend tend to mark psychological exhaustion not precise timing. Thanks for sharing👍" [X Link](https://x.com/CuriousCryptoX/status/2020408716978511994) 2026-02-08T08:05Z [---] followers, [--] engagements "A 66% Polymarket probability for a Feb [--] shutdown feels on the high side. Some context: This is about partial funding gaps not a full government shutdown. Most agencies are already funded; the key risk is Homeland Security. These deadlines are often resolved with short term extensions. Impact is mostly uncertainty and delayed data not economic shutdown. https://twitter.com/i/web/status/2020412414030688593 https://twitter.com/i/web/status/2020412414030688593" [X Link](https://x.com/CuriousCryptoX/status/2020412414030688593) 2026-02-08T08:20Z [---] followers, [---] engagements "@CoinMarketCap Solana. Not because its perfect but because it keeps winning where markets actually care this year: usage velocity and mindshare. Fast rails real activity messy but alive.If Im wrong Ill just say it was a social experiment 👀" [X Link](https://x.com/CuriousCryptoX/status/2020432742618718278) 2026-02-08T09:41Z [---] followers, [---] engagements "@cryptorover Some context: This is Truflation not CPI. Truflation tracks real time prices and moves fast. CPI is reported monthly heavily lagged and still shows 2.7% mainly due to sticky components like shelter. Rate cuts would be nice but the Fed reacts to CPI not Truflation" [X Link](https://x.com/CuriousCryptoX/status/2020433812627562813) 2026-02-08T09:45Z [---] followers, [----] engagements "Why is there such a big difference between Truflation and CPI Because they measure inflation in very different ways. 🔸Truflation uses real time online price data and updates continuously. It reacts quickly to moves in goods fuel and services but relies on alternative data and different weightings. Some large slow moving costs like housing healthcare and long term contracts are either modeled differently or underrepresented. 🔸CPI is built to measure broad structural inflation. Its reported monthly uses surveys and heavily weights shelter and other sticky components. That makes it slow and" [X Link](https://x.com/CuriousCryptoX/status/2020435526843617745) 2026-02-08T09:52Z [---] followers, [---] engagements "Some explanation: This doesnt mean Bitcoin is ending or disappearing. 🔸What hes getting at is how BTC behaves. Right now BTC often goes up when interest rates fall just like stocks. That makes it look like a typical risk asset. 🔸The idea of an endgame is different: BTC going up even when rates rise. That would mean people arent buying it because money is cheap but because they see it as protection against uncertainty in the system. So endgame here doesnt mean BTC stops existing. It means BTC stops needing easy policy to perform and starts standing on its own. If that shift happens its a" [X Link](https://x.com/CuriousCryptoX/status/2020438859788534071) 2026-02-08T10:05Z [---] followers, [---] engagements "@Vivek4real_ He made that comment publicly around [--] December [----]. Heres a concise take: It sounds good but its mostly marketing until we see actual Bitcoin balance sheet exposure and how payments are handled. Accepting BTC at checkout isnt the same as meaningful adoption" [X Link](https://x.com/CuriousCryptoX/status/2020439597855953123) 2026-02-08T10:08Z [---] followers, [---] engagements "Some nuance: ✅CFTC expands a no-action position on stablecoins as collateral ✅National trust banks explicitly allowed as issuers in this framework ✅More regulatory comfort for institutional use ❌No new law passed ❌No broad stablecoin framework yet ❌Congressional legislation still needed Process: regulatory clarity is improving. Outcome: meaningful step but not the endgame. https://twitter.com/i/web/status/2020440802355240993 https://twitter.com/i/web/status/2020440802355240993" [X Link](https://x.com/CuriousCryptoX/status/2020440802355240993) 2026-02-08T10:13Z [---] followers, [----] engagements "@Bitcoin_Teddy Cathie Wood has been consistent for years on Bitcoin vs gold so this isnt a sudden flip. Its her long term thesis playing out not a timing call" [X Link](https://x.com/CuriousCryptoX/status/2020442955618623814) 2026-02-08T10:21Z [---] followers, [----] engagements "Where are you getting this calendar from Checked against official sources (Fed Treasury China Japan calendars). A lot of this doesnt line up. ✅Tue: US Retail Sales ✅Wed: Jobs data ✅Fri: CPI ❌ No FOMC announcement ❌ No special Fed money injection event ❌ No Federal Budget Balance release ❌ No China M2 scheduled ❌ No Japan GDP on Sunday This week has real macro risk but calling it the biggest week of [----] is mostly framing not facts. https://twitter.com/i/web/status/2020449202531127347 https://twitter.com/i/web/status/2020449202531127347" [X Link](https://x.com/CuriousCryptoX/status/2020449202531127347) 2026-02-08T10:46Z [---] followers, [---] engagements "Some context (with caution): The countries that trade most with Iran are largely the same ones that trade heavily with the US including China. A blanket 25% tariff wouldnt just pressure Iran. It would hit major US trading partners with tens to hundreds of billions in trade volume. Thats not targeted pressure. Thats a shock to global trade and geopolitics. https://twitter.com/i/web/status/2020498639232077863 https://twitter.com/i/web/status/2020498639232077863" [X Link](https://x.com/CuriousCryptoX/status/2020498639232077863) 2026-02-08T14:03Z [---] followers, [--] engagements "Interesting question. Worth explaining what the Clarity Act actually means for ETH. If the Act passes this is what we do know for ETH ✅More legal clarity around ETHs status ✅Less regulatory fear for institutions ✅Easier custody staking and product development ✅Lower friction to participate at scale ✅ETH becomes easier to use not just hold What it is not ❌ ❌ Not a price trigger ❌ Not instant liquidity ❌ Not a $10k button ❌ Not demand created by law Clarity removes brakes. It doesnt press the accelerator. https://twitter.com/i/web/status/2020544022536659268" [X Link](https://x.com/CuriousCryptoX/status/2020544022536659268) 2026-02-08T17:03Z [---] followers, [----] engagements "Very thoughtful analysis. A few thoughts from my side: Where I agree ✅Market psychology makes sense: disbelief and bear market rally labels often appear near major bottoms ✅BTC vs gold relative valuation is historically interesting and worth watching ✅Closer to the bottom than the top is a reasonable framing not a hard bottom call ✅Macro factors are used as context not as precise timing tools Where Im less convinced ⚠ Saying gold has peaked is too definitive; gold can stay strong longer than expected ⚠ BTC and gold rotate but not as a clean pendulum with fixed timing ⚠ Low RSI adds context" [X Link](https://x.com/CuriousCryptoX/status/2020545783280414853) 2026-02-08T17:10Z [---] followers, [----] engagements "@QuintenFrancois Interesting visual but [----] was a liquidity-shock recovery. [----] looks more like digestion than rescue. Calling this hopium skips an important step" [X Link](https://x.com/CuriousCryptoX/status/2020546526611681598) 2026-02-08T17:13Z [---] followers, [---] engagements "@barkmeta Your tweets genuinely make me laugh. The mix of confidence mystery and events that exist mostly in imagination is oddly impressive" [X Link](https://x.com/CuriousCryptoX/status/2020552211055473094) 2026-02-08T17:36Z [---] followers, [----] engagements "Strong context and well structured but to me it feels slightly framed around one central conflict more than the broader picture. Where I largely agree ✅Stablecoins are now core financial infrastructure ✅Midterm timing adds real political pressure ✅Bank vs crypto tension around yield is very real ✅Without compromise legislation stays stuck Where I have nuance or doubts ⚠Yield isnt the only bottleneck; oversight and structure matter too ⚠The $6T deposit flight feels more like lobbying than a base case ⚠Yield wont be binary; limits or hybrid models are more likely ⚠Even with a deal the Senate" [X Link](https://x.com/CuriousCryptoX/status/2020571994995982372) 2026-02-08T18:54Z [---] followers, [---] engagements "It isnt inflation collapsing its Truflation telling a very different story than CPI. Truflation tracks high frequency price data and reacts fast. CPI is slow smoothed and backward looking. The gap looks dramatic but its mostly about methodology and timing. Interesting signal yes. Enough for cut immediately Thats a leap. https://twitter.com/i/web/status/2020576632939933763 https://twitter.com/i/web/status/2020576632939933763" [X Link](https://x.com/CuriousCryptoX/status/2020576632939933763) 2026-02-08T19:13Z [---] followers, [---] engagements "@cryptorover This chart shows price behavior across cycles not exchange reserves. A supply shock narrative needs separate on chain balance data to support it" [X Link](https://x.com/CuriousCryptoX/status/2020577248693137617) 2026-02-08T19:15Z [---] followers, [--] engagements "This isnt while you are scared. This is Binance moving funds into its SAFU fund. Thats routine treasury management not a secret signal or market timing. Not everything on chain is a message. Sometimes its just accounting. And for those who dont know what SAFU is: its a security fund designed to protect users against losses from unforeseen events like hacks. https://twitter.com/i/web/status/2020765410136633725 https://twitter.com/i/web/status/2020765410136633725" [X Link](https://x.com/CuriousCryptoX/status/2020765410136633725) 2026-02-09T07:43Z [---] followers, [---] engagements "Some context: What it means ✅ National trust banks can issue stablecoins under existing rules ✅ This fixes an omission not a policy change ✅ Aligns with the GENIUS Act framework ✅ Stablecoins framed as payment infrastructure ✅ Clearer legal footing for banks What it doesnt mean (with caution) ❌Not all banks are suddenly eligible ❌Regulatory fragmentation remains ❌No clarity on distribution or custody ❌Uneven treatment for non-bank issuers ❌Clarity simplicity https://twitter.com/i/web/status/2020766926641762799 https://twitter.com/i/web/status/2020766926641762799" [X Link](https://x.com/CuriousCryptoX/status/2020766926641762799) 2026-02-09T07:49Z [---] followers, [---] engagements "Some context: What it means (with caution) ✅ Short-term Japanese rates are normalizing ✅ Reflects a gradual policy shift by the Bank of Japan ✅ Inflation sensitivity is back on the radar ✅ Domestic capital incentives are changing What it doesnt mean (with caution) ⚠ Not a sudden tightening cycle ❌ Japan isnt high yield again ⚠ Long-term rates are still managed ❌ No immediate global shock Bottom line: This is structural change not a tactical trigger. https://twitter.com/i/web/status/2020770324824969696 https://twitter.com/i/web/status/2020770324824969696" [X Link](https://x.com/CuriousCryptoX/status/2020770324824969696) 2026-02-09T08:02Z [---] followers, [---] engagements "@elonmusk Big visions survive when theyre broken into steps that humans can actually repeat test and improve" [X Link](https://x.com/CuriousCryptoX/status/2020770813352517797) 2026-02-09T08:04Z [---] followers, [--] engagements "Some context before calling this capitulation: What the chart shows (with caution) ✅ Realized losses spiked meaning coins moved at a loss ✅ Short term holders are feeling pressure ✅ Stress is visible in on chain behavior ✅ This often appears near local turning points What it doesnt necessarily mean (with caution) ⚠ This is not broad holder capitulation ❌ Long term holders are not mass exiting ⚠ Realized losses dont equal panic selling ❌ One metric doesnt define market regime Bottom line: This looks like stress and redistribution not full capitulation. Markets shed weak conviction before they" [X Link](https://x.com/CuriousCryptoX/status/2020771193192636927) 2026-02-09T08:06Z [---] followers, [---] engagements "@TrendingBitcoin Some context: Kazakhstan didnt swap gold for Bitcoin. They allocated $350M from reserves to set up a crypto investment framework partly via funds and seized assets. There are no confirmed direct BTC purchases" [X Link](https://x.com/CuriousCryptoX/status/2020773572302839860) 2026-02-09T08:15Z [---] followers, [---] engagements "@Bitcoin_Teddy This is being overstated. UBS didnt buy Bitcoin and they didnt buy $MSTR in one go. This reflects a gradual increase in a listed equity position possibly on behalf of clients. Its indirect BTC exposure via equity not a bank making a direct Bitcoin bet" [X Link](https://x.com/CuriousCryptoX/status/2020774640646570469) 2026-02-09T08:19Z [---] followers, [----] engagements "@cryptogoos Global liquidity trending higher sounds bullish in theory. In practice the M2BTC correlation is weak right now and theres a visible gap. Liquidity doesnt flow automatically into Bitcoin. It has options. Crypto is just one of many. And even long term nothing is guaranteed" [X Link](https://x.com/CuriousCryptoX/status/2020777025351610435) 2026-02-09T08:29Z [---] followers, [--] engagements "@hajiyev_rashad Outperformance is plausible since miners benefit directly from Bitcoin price and revenue while metals depend more on macro factors like real yields and safe haven demand. But much better performance needs a clear comparable metric. Without that its narrative not evidence" [X Link](https://x.com/CuriousCryptoX/status/2020777553171304711) 2026-02-09T08:31Z [---] followers, [---] engagements "Some context: This week is about clearing the last political roadblock not final approval. If everything goes smoothly then: Now talks to resolve the stablecoin rewards issue Feb [--] key meeting to reach compromise language Mid Feb revised bill text if agreement is found Late Feb committee review and votes March (likely) House floor vote Late March / early April Senate alignment if needed Early to mid April Presidents desk and signature https://twitter.com/i/web/status/2020791911729037773 https://twitter.com/i/web/status/2020791911729037773" [X Link](https://x.com/CuriousCryptoX/status/2020791911729037773) 2026-02-09T09:28Z [---] followers, [---] engagements "Some context: Japans short end is finally moving after decades of near zero rates. What it implies: ✅ Japan is slowly normalizing rates ✅ Bank of Japan yield control is harder to sustain ✅ Higher short rates support the yen ✅ Japans capital flows affect global markets Where caution is needed ⚠ 1.3% is extreme for Japan not globally ⚠ This is normalization not aggressive tightening ⚠ Policy tools and intervention remain available ❌ Not an immediate crisis signal https://twitter.com/i/web/status/2020793724398129418 https://twitter.com/i/web/status/2020793724398129418" [X Link](https://x.com/CuriousCryptoX/status/2020793724398129418) 2026-02-09T09:35Z [---] followers, [--] engagements "@Vivek4real_ The structure looks like a rising wedge. Historically: 6070% of rising wedges break down 3040% break up So based on statistics a breakdown would be the base case. Lets hope this is one of the cases where the odds are wrong" [X Link](https://x.com/CuriousCryptoX/status/2020795630654722126) 2026-02-09T09:43Z [---] followers, [----] engagements "That framing makes sense. Some context: This frames the current Bitcoin pullback as a structural reset not a cycle ending breakdown. What it implies: ✅ Leverage has been flushed from the system ✅ Sentiment and optimism have cooled meaningfully ✅ Higher timeframe structure remains intact ✅ Similar resets have preceded new impulse phases Where caution is needed: ⚠ A reset does not guarantee a fast continuation ⚠ Structure can hold while price still ranges or drifts ⚠ Past cycles dont map perfectly to the current one ❌ Not proof that the next bull leg has already started" [X Link](https://x.com/CuriousCryptoX/status/2020796598238806297) 2026-02-09T09:47Z [---] followers, [---] engagements "@cryptorover Those odds are just a snapshot. March is still far off and if Fridays CPI comes in below the 2.5% expectation rate cut probabilities could shift quickly" [X Link](https://x.com/CuriousCryptoX/status/2020797381726322749) 2026-02-09T09:50Z [---] followers, [---] engagements "Some context: This compares Bitcoins current midterm year drawdown with prior midterm cycle performances. What it implies: ✅ Selling pressure is front loaded this cycle ✅ Weak hands are exiting earlier than usual ✅ Expectations are being reset faster ✅ Volatility is compressing future uncertainty Where caution is needed: ⚠ Speed of drawdown doesnt equal cycle failure ⚠ Past midterm patterns arent strict templates ⚠ Faster downside can shorten correction duration ❌ Not evidence the broader cycle has broken https://twitter.com/i/web/status/2020797805527257422" [X Link](https://x.com/CuriousCryptoX/status/2020797805527257422) 2026-02-09T09:51Z [---] followers, [--] engagements "@hajiyev_rashad Fair points on volatility and the dangers of leverage. Just worth remembering that miners arent low-risk substitutes either and long-term patterns dont solve timing. Conviction helps but risk management still matters most" [X Link](https://x.com/CuriousCryptoX/status/2020798283484983374) 2026-02-09T09:53Z [---] followers, [----] engagements "If the Act passes this is what we do know for ETH ✅More legal clarity around ETHs status ✅Less regulatory fear for institutions ✅Easier custody staking and product development ✅Lower friction to participate at scale ✅ETH becomes easier to use not just hold What it is not ❌ ❌ Not a price trigger ❌ Not instant liquidity ❌ Not an explode button ❌ Not demand created by law Clarity removes brakes. It doesnt press the accelerator. https://twitter.com/i/web/status/2020835916177195372 https://twitter.com/i/web/status/2020835916177195372" [X Link](https://x.com/CuriousCryptoX/status/2020835916177195372) 2026-02-09T12:23Z [---] followers, [---] engagements "@cryptorover Some context: This doesnt automatically mean selling. ETFs move coins to Coinbase Prime for settlement rebalancing and share creation or redemption. That happens with inflows as well as outflows. Seeing movement is logistics not a sell order" [X Link](https://x.com/CuriousCryptoX/status/2020841959141835142) 2026-02-09T12:47Z [---] followers, [--] engagements "This post presents false assumptions as breaking news. Whats actually going on: There is no Fed emergency announcement today BlackRock did not dump BTC or ETH These are routine ETF related transfers to Coinbase Prime for custody rebalancing or creation redemption flows Moving coins selling them On chain activity without context is often misread as panic Framing normal operational flows as emergency liquidation creates unnecessary fear https://twitter.com/i/web/status/2020863055064674633 https://twitter.com/i/web/status/2020863055064674633" [X Link](https://x.com/CuriousCryptoX/status/2020863055064674633) 2026-02-09T14:11Z [---] followers, [----] engagements "👉This is Truflation not CPI. CPI is currently 2.7% and the next CPI print on Friday is expected around 2.5%. Thats the number the Fed actually follows in its mandate and reaction function not alternative real time indices. A few important clarifications: Truflation measures high frequency price signals not the official inflation basket The Fed does not set policy based on Truflation A move from 2.7% to 2.5% CPI is disinflation not deflation The Fed must cut significantly doesnt follow from this data On the broader claim: AI and robotics are long term productivity forces not short term" [X Link](https://x.com/CuriousCryptoX/status/2020880505768386891) 2026-02-09T15:20Z [---] followers, [--] engagements "@WatcherGuru ETH rallies Tom Lee buys. ETH dips Tom Lee buys. ETH exists Tom Lee buys. If Tom Lee ever stops buying ETH that will be the breaking news" [X Link](https://x.com/CuriousCryptoX/status/2020880939379802155) 2026-02-09T15:22Z [---] followers, [---] engagements "@cryptorover That claim doesnt hold up. Crypto policy isnt strictly partisan anymore and most progress has been bipartisan. More oversight doesnt automatically mean anti crypto" [X Link](https://x.com/CuriousCryptoX/status/2020884992545468592) 2026-02-09T15:38Z [---] followers, [---] engagements "@Vivek4real_ What Anthony said makes sense with nuance. AI chooses whats most efficient not whats ideologically pure. Stablecoins fit native AI payments best today. Bitcoin is more likely settlement and collateral" [X Link](https://x.com/CuriousCryptoX/status/2020912268737700023) 2026-02-09T17:26Z [---] followers, [---] engagements "@AltcoinDaily 🔹Altcoin Daily: Bitcoin is absolute scarcity. Only [--] million ever. 🔸BTC: Yep. Still counting. 🔹Altcoin Daily: You get it yet 🔸BTC: I do. Ive been waiting for humans to catch up" [X Link](https://x.com/CuriousCryptoX/status/2020913706851356905) 2026-02-09T17:32Z [---] followers, [---] engagements "@WhaleInsider A 1% move into yen and CHF says more about risk hedging than panic. When USD weakens against funding and safe haven currencies its usually positioning not a verdict on the dollar" [X Link](https://x.com/CuriousCryptoX/status/2020927717974446248) 2026-02-09T18:28Z [---] followers, [---] engagements "@WatcherGuru A moment of perspective from Christopher Waller; an academic economist who remembers price context not just headlines. Markets could use more of that perspective" [X Link](https://x.com/CuriousCryptoX/status/2020938359175250061) 2026-02-09T19:10Z [---] followers, [--] engagements "@Davincij15 Thats some disciplined luck. Mine needs constant reassurance" [X Link](https://x.com/CuriousCryptoX/status/2020941941857517967) 2026-02-09T19:24Z [---] followers, [---] engagements "@0xChainMind Lets slow down a bit. CPI comes out this Friday. If inflation drops more than the expected 2.5% rate-cut probabilities can shift fast. Polymarket shows todays pricing not Fridays data" [X Link](https://x.com/CuriousCryptoX/status/2020942605429985366) 2026-02-09T19:27Z [---] followers, [---] engagements "@SeongWooIQ300 @grok IQ [---] and still needs Grok to pick a random name.😉" [X Link](https://x.com/CuriousCryptoX/status/2020944914654298560) 2026-02-09T19:36Z [---] followers, [----] engagements "@elliotwave_org The chart shows changes in whale balances not clear active accumulation. Its mixed and lagging not a clean whales are buying the dip signal. Bringing BlackRocks ETH ETF outflow into this only adds confusion. Different asset different metric different story" [X Link](https://x.com/CuriousCryptoX/status/2021121436924932601) 2026-02-10T07:17Z [---] followers, [--] engagements "Some context: This compares growing on chain activity on Ethereum with a weaker price and assumes usage will eventually be reflected in the market. What it implies: ✅ Ethereum remains core infrastructure for stablecoin settlement ✅ Network usage can grow even during price drawdowns ✅ Activity often improves before sentiment shifts Where caution is needed: ⚠ Usage does not automatically translate into ETH value capture ⚠ Stablecoin flows include bots arbitrage and low margin activity ❌ Past cycles are not clean templates for current market structure" [X Link](https://x.com/CuriousCryptoX/status/2021122823498907736) 2026-02-10T07:23Z [---] followers, [----] engagements "Some context: This looks at Ethereums share of the crypto market after a rebound from very low levels and frames it as the start of a major shift. What it implies: ✅ Ethereum has stopped losing relative market share ✅ A short term bounce in dominance is possible ✅ Relative performance can change before sentiment does Where caution is needed: ⚠ Dominance measures relative not absolute strength ⚠ A bounce does not confirm a sustained trend ❌ Emotional framing replaces a clear trigger https://twitter.com/i/web/status/2021123307706143102 https://twitter.com/i/web/status/2021123307706143102" [X Link](https://x.com/CuriousCryptoX/status/2021123307706143102) 2026-02-10T07:25Z [---] followers, [--] engagements "@AshCrypto The bill is valuable for clarity and long term structure but it won't stop so called manipulation. Markets move on liquidity leverage macro and behavior. Regulation sets rules not price" [X Link](https://x.com/CuriousCryptoX/status/2021126232826388771) 2026-02-10T07:36Z [---] followers, [---] engagements "@cryptorover Seasonality helps but this chart also shows where patterns failed like last years expected Q4 bull run. What always happened before has already broken multiple times as market structure and macro changed" [X Link](https://x.com/CuriousCryptoX/status/2021130549067178236) 2026-02-10T07:54Z [---] followers, [---] engagements "@CryptoNobler This post recycles old China FUD uses a fabricated chart and stacks unrelated claims into one panic story. There is no new ban no forced liquidation and no $1T liquidity event. Fear is the product here not information" [X Link](https://x.com/CuriousCryptoX/status/2021133930301161735) 2026-02-10T08:07Z [---] followers, [--] engagements "Some context: This is about a miner reallocating capital not a market wide signal using Bitcoin sales to clean up balance sheet risk while shifting its business model. What it implies: ✅ Debt reduction takes priority over holding BTC ✅ Some miners are diversifying away from pure mining ✅ Loan repayment reduces forced selling risk later Where caution is needed: ⚠ This reflects one companys situation not the sector ⚠ Strategic pivots often follow margin pressure ❌ Miner sales do not equal broad market distribution https://twitter.com/i/web/status/2021134433810575606" [X Link](https://x.com/CuriousCryptoX/status/2021134433810575606) 2026-02-10T08:09Z [---] followers, [---] engagements "Some context: This is about governments exploring their own digital money similar to cash in an app but fully controlled by central banks. What it implies: ✅ Payments could become faster and more direct ✅ Governments gain more insight into money flows ✅ New tools for taxes or policy enforcement Where caution is needed: ⚠ Less financial privacy than cash ⚠ Designs differ widely between countries ❌ This is a long term debate not an immediate rollout https://twitter.com/i/web/status/2021139043459781077 https://twitter.com/i/web/status/2021139043459781077" [X Link](https://x.com/CuriousCryptoX/status/2021139043459781077) 2026-02-10T08:27Z [---] followers, [---] engagements "@0xChainMind Weve seen this movie before. BTC dominance and ETH/BTC alone dont confirm an altseason. Dominance is structurally different now and ETH outperforming doesnt mean broad alt strength. Patterns dont trigger cycles liquidity and breadth do" [X Link](https://x.com/CuriousCryptoX/status/2021141658234995072) 2026-02-10T08:38Z [---] followers, [--] engagements "@CoinMarketCap Potential impact for crypto: 🔹A huge retail on ramp if assets ever get integrated. 🔹Fintech first crypto later. 🔹UX and audience matter more than ideology. For now: signal not confirmation" [X Link](https://x.com/CuriousCryptoX/status/2021159544571732106) 2026-02-10T09:49Z [---] followers, [---] engagements "@CryptosR_Us 🔸Nayib Bukele: So quick question president Trump. Do you DCA every day or do you just announce it 🔹Donald Trump: Every day No. But when I buy its the best buy. Tremendous timing" [X Link](https://x.com/CuriousCryptoX/status/2021160879673184323) 2026-02-10T09:54Z [---] followers, [--] engagements "Daily Context Drop 👇 Todays meeting on the Clarity Act matters but not for the reason many expect. Clear rules help define who regulates what reduce legal uncertainty and make institutional participation easier over time. What it wont do is stop manipulation. Most price moves people label as manipulation are the result of liquidity gaps leverage unwinds macro shifts and human behavior reacting under pressure. Regulation can set boundaries and oversight but it doesnt smooth volatility or control outcomes. Markets dont become calm because rules exist. They become stable when liquidity deepens" [X Link](https://x.com/CuriousCryptoX/status/2021222623019950491) 2026-02-10T14:00Z [---] followers, [--] engagements "Bitcoin walks into a Clarity Act meeting. Until tomorrow 👋 #Bitcoin #ClarityAct #CryptoPolicy #AccessVsTrust #MarketStructure" [X Link](https://x.com/CuriousCryptoX/status/2021222625494827022) 2026-02-10T14:00Z [---] followers, [---] engagements "@intocryptoverse I agree with the pattern but this cycle felt different. Historically Q4 tops come with euphoria. This time there was no real blow off no broad frenzy. Narratives follow price yes. But euphoria usually does too and that part was missing. Thats what makes this feel unfinished" [X Link](https://x.com/CuriousCryptoX/status/2021259737904369991) 2026-02-10T16:27Z [---] followers, [---] engagements "In the video Bill Miller lays out a coherent case: miner cost liquidity swing and onchain loss metrics all clustering around 60k. Why that matters: Below miner cash cost weaker miners tend to capitulate reducing marginal sell pressure A sharp swing in Fed liquidity changes the macro backdrop Bitcoin trades on Historically bottoms often form when more supply is at a loss than in profit That convergence makes 60k a reasonable candidate for a bottom not a confirmed one. https://twitter.com/i/web/status/2021262020855656471 https://twitter.com/i/web/status/2021262020855656471" [X Link](https://x.com/CuriousCryptoX/status/2021262020855656471) 2026-02-10T16:36Z [---] followers, [---] engagements "@coinbureau AI rotation explains some of the flow behavior. But crypto underperformance is also about structure regulation and liquidity. Its not a single trade handoff. Outperformance returns when liquidity broadens and conviction rebuilds" [X Link](https://x.com/CuriousCryptoX/status/2021263140462219554) 2026-02-10T16:41Z [---] followers, [--] engagements "@cryptofergani Yes two MAs crossed but on a constructed market cap index with custom settings. Thats illustration not confirmation" [X Link](https://x.com/CuriousCryptoX/status/2021266963364724790) 2026-02-10T16:56Z [---] followers, [---] engagements "@LarkDavis 15% growth stealth QE rate cuts Donald Trump really does like to think big. Very big. Possibly the biggest" [X Link](https://x.com/CuriousCryptoX/status/2021268079150346419) 2026-02-10T17:00Z [---] followers, [--] engagements "@AltcoinDaily What Michael Saylor is really saying in the video isnt a price target but a frame. 🟠Dont obsess over the next [--] months. 🟠Compare Bitcoin to the benchmark that actually matters. 🟠Bitcoin compounds at 23x the S&P over a full cycle. The rest is noise" [X Link](https://x.com/CuriousCryptoX/status/2021312662437564439) 2026-02-10T19:57Z [---] followers, [----] engagements "Calling deflation a major risk here is a stretch. Whats actually happening: 👉Truflation 0.7% reflects real time price momentum cooling. 👉CPI at 2.7% (expected 2.5% this Friday) is still well above deflation. Thats disinflation not deflation. Deflation means broad sustained price declines and collapsing demand. Were not there. Rate cuts can be debated. https://twitter.com/i/web/status/2021313426643902719 https://twitter.com/i/web/status/2021313426643902719" [X Link](https://x.com/CuriousCryptoX/status/2021313426643902719) 2026-02-10T20:00Z [---] followers, [---] engagements "@SeongWooIQ300 According to your post yesterday BTC would never go below 70K. Well that lasted a day. When never again keeps getting updated its not conviction its revision. Markets dont care about confidence caps. They care about liquidity positioning and time" [X Link](https://x.com/CuriousCryptoX/status/2021315591106121845) 2026-02-10T20:09Z [---] followers, [----] engagements "@CoinMarketCap Cathie Wood tends to rebalance into strength and trim oversized winners. Buying Bullish after a spike and trimming Coinbase signals risk sizing and rotation. In other words portfolio management" [X Link](https://x.com/CuriousCryptoX/status/2021316221052883054) 2026-02-10T20:11Z [---] followers, [---] engagements "@coinbureau 🔹Short term buyer: 'Bitcoin is down should I sell' 🔸Michael Saylor: 'We buy every quarter' 🔹Short term buyer: 'But the chart.' 🔸MichaelSaylor: 'I use a calendar'" [X Link](https://x.com/CuriousCryptoX/status/2021317694708924857) 2026-02-10T20:17Z [---] followers, [---] engagements "@CoinDesk @rajachak75 @StellarOrg @consensus_hk @Hex_Trust That growth is significant but context matters. This isnt about numbers. Its about direction. When traditional assets quietly move on chain it signals experimentation turning into infrastructure. Still small at sovereign scale. But big at the structural level" [X Link](https://x.com/CuriousCryptoX/status/2021454610305777961) 2026-02-11T05:21Z [---] followers, [--] engagements "When governments start using the term machine economy its worth listening. This isnt about tokens. Its about building coordination layers for autonomous systems where AI agents can hold and transfer value on chain. Still early. Still theoretical. But narratives tend to become roadmaps. https://twitter.com/i/web/status/2021456086948077967 https://twitter.com/i/web/status/2021456086948077967" [X Link](https://x.com/CuriousCryptoX/status/2021456086948077967) 2026-02-11T05:27Z [---] followers, [--] engagements "To me money moving on chain isnt the headline. Institutions deciding where to route it is. When payment firms shift focus from bank APIs to public rails thats a structural change. The question isnt whether Solana is fast. It is. The question is whether it becomes institutional plumbing or just another venue. https://twitter.com/i/web/status/2021456602855796830 https://twitter.com/i/web/status/2021456602855796830" [X Link](https://x.com/CuriousCryptoX/status/2021456602855796830) 2026-02-11T05:29Z [---] followers, [--] engagements "The market doesnt break people financially first. It breaks their narrative. #MarketPsychology #InvestorMindset #BehavioralFinance #CryptoThoughts #RiskManagement" [X Link](https://x.com/CuriousCryptoX/status/2021494413340316098) 2026-02-11T08:00Z [---] followers, [--] engagements "@TrendingBitcoin A U.S. strategic Bitcoin reserve is possible but it is not close to reality yet despite growing interest in Washington. It would require legislation political consensus funding and clear custody rules. None of that is currently in place" [X Link](https://x.com/CuriousCryptoX/status/2021497512037925033) 2026-02-11T08:12Z [---] followers, [---] engagements "@JesseCohenInv Lets slow down a bit. A 3.3% hiring rate shows the job market is cooling but one data point matching [----] does not equal recession. The Fed looks at the broader picture not just a single chart before reaching for the printer. Fridays CPI will add more context" [X Link](https://x.com/CuriousCryptoX/status/2021503958720938378) 2026-02-11T08:37Z [---] followers, [---] engagements "2026 could turn out to be a meaningful year for banks stepping into BTC. Its definitely an important signal when a large institution expands access. Still I always smile when the AUM number leads the headline. Assets under management are not the same as assets moving into Bitcoin. https://twitter.com/i/web/status/2021505319692624214 https://twitter.com/i/web/status/2021505319692624214" [X Link](https://x.com/CuriousCryptoX/status/2021505319692624214) 2026-02-11T08:43Z [---] followers, [---] engagements "@antmillionsbot Thats strong hopium energy. If you see a parabolic move coming share the reasoning. Liquidity trends rate expectations positioning on chain data something measurable. Big statements are easy. Conviction backed by analysis is more interesting" [X Link](https://x.com/CuriousCryptoX/status/2021505873504588012) 2026-02-11T08:45Z [---] followers, [----] engagements "@WatcherGuru This is exactly what you want to see if you care about real adoption. A major bank integrating Bitcoin and crypto access into its own platform. This is how markets mature. 🔹Not hype. 🔹Not influencers. 🔹Not another token launch. 👉Just adoption" [X Link](https://x.com/CuriousCryptoX/status/2021582673718755593) 2026-02-11T13:50Z [---] followers, [---] engagements "@Vivek4real_ Hold on. This was posted at 2:29 PM Jan [--] [----] by @PushpendraTech It showed Bitcoin among the most searched tickers on X at that time. But we are a month later. BTC has been in a downtrend. Search interest moves with price. We do not know what that ranking looks like today" [X Link](https://x.com/CuriousCryptoX/status/2021588259948621980) 2026-02-11T14:12Z [---] followers, [---] engagements "I get the argument. BTC vs gold does look compressed and historically those areas have led to strong reversals. But calling it a matter of days or weeks feels a bit confident. Right now gold is catching safety flows and Bitcoin is still trading more like a risk asset than a hedge. Until liquidity really turns or macro risk eases that relative weakness can persist. Cheap on a long horizon maybe. Guaranteed bounce soon Thats a different claim. https://twitter.com/i/web/status/2021588767341961532 https://twitter.com/i/web/status/2021588767341961532" [X Link](https://x.com/CuriousCryptoX/status/2021588767341961532) 2026-02-11T14:14Z [---] followers, [---] engagements "@APompliano Thats a big claim. 4.3% unemployment doesnt signal emergency. Were not seeing broad deflation or collapsing demand. Inflation is still above target. Aggressive cuts are for crises not slowdowns. CPI on Friday matters far more than dramatic tick tock posts" [X Link](https://x.com/CuriousCryptoX/status/2021589223153820022) 2026-02-11T14:16Z [---] followers, [---] engagements "@saylordocs This is financial engineering full stop. Strategy raises capital via equity and convertible debt then buys Bitcoin. If BTC outpaces their cost of capital leverage amplifies gains. If not it amplifies risk just as fast. Risky by design. Profitable so far" [X Link](https://x.com/CuriousCryptoX/status/2021592588407447814) 2026-02-11T14:30Z [---] followers, [---] engagements "@CoinMarketCap Just a thought: Retail chasing 100x moves built this market. Institutions scaling it may stabilize it. But if volatility compresses and returns normalize does that attract deeper capital or remove the very thing that made crypto magic in the first place" [X Link](https://x.com/CuriousCryptoX/status/2021594576398561579) 2026-02-11T14:38Z [---] followers, [---] engagements "@MerlijnTrader Apple said think different. Crypto said pay different. Took a while but were here. 👍" [X Link](https://x.com/CuriousCryptoX/status/2021614500219097466) 2026-02-11T15:57Z [---] followers, [----] engagements "@coinbureau Its ironic. I remember when DeFi was built to bypass institutions and now those same institutions are plugging directly into it. Markets have a way of reshaping the narrative" [X Link](https://x.com/CuriousCryptoX/status/2021615412840956302) 2026-02-11T16:00Z [---] followers, [---] engagements "@bitget Hopefully my own skills to adapt faster than the cycle think independently and not let headlines dictate my decisions" [X Link](https://x.com/CuriousCryptoX/status/2021617082274591173) 2026-02-11T16:07Z [---] followers, [---] engagements "@intocryptoverse To me memecoins were that one friend at the party yelling TO THE MOON at [--] AM. Fun. Loud. Absolutely unhinged. But at some point everyone just wants to go home. Some peace. Some quiet. Maybe even structure and predictability. Turns out markets also get hangovers" [X Link](https://x.com/CuriousCryptoX/status/2021618147422241258) 2026-02-11T16:11Z [---] followers, [---] engagements "@WhaleInsider Basically Mantle now has one of DeFis main money markets integrated. It strengthens the ecosystem but whether it really matters depends on if people actually use it and move real capital not just post about it" [X Link](https://x.com/CuriousCryptoX/status/2021618651791761909) 2026-02-11T16:13Z [---] followers, [--] engagements "Lets break it down: [--] Tariffs can reduce the deficit by raising revenue from imports. [--] The cost doesnt vanish. Importers pay more businesses pass it on and consumers see higher prices. [--] Growth can slow and inflation can stay elevated. Conclusion: Its a trade off not a free win. https://twitter.com/i/web/status/2021624907046560001 https://twitter.com/i/web/status/2021624907046560001" [X Link](https://x.com/CuriousCryptoX/status/2021624907046560001) 2026-02-11T16:38Z [---] followers, [--] engagements "@CryptoMichNL I hope youre right but 🔹Liquidity isnt as supportive as post COVID. 🔹Bounces lack strong volume. 🔹Lower highs are still intact. 🔹If support breaks it likely flips to resistance. However 🤞" [X Link](https://x.com/CuriousCryptoX/status/2021650646324457872) 2026-02-11T18:20Z [---] followers, [--] engagements "@DeFiTracer This is flat-out nonsense. There is no Senate vote scheduled today at 1:30 PM on a $BTC and crypto market bill that will inject $2 trillion into markets. That timing and claim are not coming from any official legislative calendar or credible source" [X Link](https://x.com/CuriousCryptoX/status/2021652857087476027) 2026-02-11T18:29Z [---] followers, [---] engagements "@3orovik Based on what Please share your framework. Is it technical structure liquidity expectations cycle timing ETF flows macro easing or just gut feeling" [X Link](https://x.com/CuriousCryptoX/status/2021653184205492518) 2026-02-11T18:30Z [---] followers, [--] engagements "@APompliano Here we go again. Fed will be forced. Assets only go up. Prepare yourself. Slow down. Rate cuts arent bullish by default. Sometimes they come because something is breaking. Liquidity matters but so does why its being added" [X Link](https://x.com/CuriousCryptoX/status/2021653758338613458) 2026-02-11T18:33Z [---] followers, [---] engagements "@virtualbacon I agree the potential is huge. AI agents + crypto makes a lot of sense. But I still have doubts about real adoption vs narrative hype actual revenue models and how many of these projects survive once the excitement fades" [X Link](https://x.com/CuriousCryptoX/status/2021654141005898225) 2026-02-11T18:34Z [---] followers, [---] engagements "@coinbureau Vitaliks point feels simple: ETH shouldnt copy what already exists. Lean into privacy tech and reputation systems so AI can operate safely onchain. In other words build the rails instead of chasing the hype. Makes sense" [X Link](https://x.com/CuriousCryptoX/status/2021847543324307943) 2026-02-12T07:23Z [---] followers, [---] engagements "@Investments_CEO Nobody is printing Bitcoin true. But nobody is forced to buy it either" [X Link](https://x.com/CuriousCryptoX/status/2021850474073203078) 2026-02-12T07:34Z [---] followers, [---] engagements "@BitcoinJunkies @PeterSchiff Peter Schiff first said BTC would crash to $10K in March [----]. After that Bitcoin went on to hit $126K. Now hes saying it again. Strangely enough it feels more like a confidence boost than a warning. Curious where we go from here 😉" [X Link](https://x.com/CuriousCryptoX/status/2021851013544657039) 2026-02-12T07:37Z [---] followers, [---] engagements "@CryptosR_Us What stands out to me isnt just the speed but the wrapper. For years Bitcoin was outside the system. Now the system is packaging it better than anything else. Its ironic. The asset built to bypass Wall Street is now one of its best selling products" [X Link](https://x.com/CuriousCryptoX/status/2021851428789305594) 2026-02-12T07:38Z [---] followers, [---] engagements "@GordonGekko The curve matches prior cycle structure though those arcs are interpretive. Out of curiosity was feel a deliberate word choice Are we analyzing sentiment here 😉 But seriously if price drops further we could just redraw the curve slightly rounder and it would still fit" [X Link](https://x.com/CuriousCryptoX/status/2021855055272443969) 2026-02-12T07:53Z [---] followers, [--] engagements "When Bitcoin loses $2k before lunch remember: markets test patience before they reward it. #Bitcoin #CryptoMarkets #MarketPsychology #StayPatient #LongTermThinking" [X Link](https://x.com/CuriousCryptoX/status/2021856805735829779) 2026-02-12T08:00Z [---] followers, [--] engagements "@jasonpizzino Typical is tricky because some bear market rallies fade and make new lows. Others turn out to be the start of a new cycle. You only know which one it was in hindsight. Until it fails its just a rally. Not automatically a bounce" [X Link](https://x.com/CuriousCryptoX/status/2021857202202718656) 2026-02-12T08:01Z [---] followers, [---] engagements "@QuintenFrancois I understand the connection youre making. But a lender pausing withdrawals during volatility doesnt automatically prove a major liquidation. There can be liquidity counterparty or risk management reasons behind it. Its something to monitor not confirmation of a whale wipeout" [X Link](https://x.com/CuriousCryptoX/status/2021857794903756954) 2026-02-12T08:03Z [---] followers, [--] engagements "I respect Tom Lees track record. He usually looks at the bigger macro picture and on that horizon his arguments often make sense. But as the store of value narrative resumes suggests that story automatically comes back. It doesnt. Narratives return when liquidity improves macro turns momentum builds and capital is willing to take risk again. Gold peaking doesnt automatically mean Bitcoin takes the baton. https://twitter.com/i/web/status/2021858960530158024 https://twitter.com/i/web/status/2021858960530158024" [X Link](https://x.com/CuriousCryptoX/status/2021858960530158024) 2026-02-12T08:08Z [---] followers, [--] engagements "Lets do the math. If you want to retire at [--] and live on $60000 per year using the 4% rule youd need about $1.5 million invested. If you only own [----] BTC Bitcoin would need to hit $150 million per coin to get you there. Even at $40000 per year youre still talking about roughly $100 million per BTC. Inspiring quote. But math keeps us grounded. https://twitter.com/i/web/status/2021859634491842705 https://twitter.com/i/web/status/2021859634491842705" [X Link](https://x.com/CuriousCryptoX/status/2021859634491842705) 2026-02-12T08:11Z [---] followers, [----] engagements "Some explanation: Right now if someone builds an app on ETH they dont automatically earn when people use it. Users pay network fees but the developer doesnt share in that. This proposal would give a small part of those fees back to the developer. So instead of just launching something and moving on builders would have a reason to keep improving it. In short: If people use your app you benefit too. https://twitter.com/i/web/status/2021861458619851072 https://twitter.com/i/web/status/2021861458619851072" [X Link](https://x.com/CuriousCryptoX/status/2021861458619851072) 2026-02-12T08:18Z [---] followers, [--] engagements "I get the narrative. It sounds logical. But wheres the hard evidence of a broad rotation Yes there are inflows into crypto infrastructure and AI. But that doesnt mean institutions are dumping tech en masse. Tech is still heavily owned. Crypto allocations are still relatively small. Theres a difference between capital is exploring and capital has fully rotated. https://twitter.com/i/web/status/2021862119591829680 https://twitter.com/i/web/status/2021862119591829680" [X Link](https://x.com/CuriousCryptoX/status/2021862119591829680) 2026-02-12T08:21Z [---] followers, [---] engagements "@Vivek4real_ Small nuance: this isnt new. El Salvador has effectively had 0% capital gains tax on Bitcoin since the Bitcoin Law took effect in September [----]. So this isnt a sudden shift. Its something thats already been happening for years" [X Link](https://x.com/CuriousCryptoX/status/2021862860918317112) 2026-02-12T08:24Z [---] followers, [---] engagements "@cryptorover Billions could be liquidated sounds dramatic but its potential liquidity potential energy not destiny. Liquidation maps show crowded leverage not guaranteed direction. Bears arent in control just because longs sit lower. Levels are fuel. Price still needs a push" [X Link](https://x.com/CuriousCryptoX/status/2021883613231350040) 2026-02-12T09:46Z [---] followers, [---] engagements "@CoinMarketCap Just a thought: This feels bigger than crypto. If AI agents can hold and move value natively that changes digital commerce. At that point crypto stops being a trade and starts being infrastructure" [X Link](https://x.com/CuriousCryptoX/status/2021889680896073831) 2026-02-12T10:10Z [---] followers, [--] engagements "@hajiyev_rashad Careful with that conclusion. Miners holding up better than the metal doesnt automatically mean silver is about to move higher. Theyre operating businesses with margins hedging cost structures and equity flows that dont move 1:1 with spot price" [X Link](https://x.com/CuriousCryptoX/status/2021890134963065224) 2026-02-12T10:12Z [---] followers, [---] engagements "@CoinMarketCap Those are clear exhaustion signals no doubt. But real bottoms usually need more than extreme readings. You want to see steady demand step in not just shorts getting squeezed. These signals can mark a turning point but they also appear mid trend. Time will tell" [X Link](https://x.com/CuriousCryptoX/status/2021906435513467226) 2026-02-12T11:17Z [---] followers, [---] engagements "@CoinMarketCap Its a reasonable thesis. Privacy is a real narrative and tighter regulation could push some capital toward privacy coins. Smaller caps move faster. But 510% of Bitcoins capital is a major shift. That needs real demand and regulatory room. Possible Yes. Inevitable No" [X Link](https://x.com/CuriousCryptoX/status/2021923903069991200) 2026-02-12T12:26Z [---] followers, [--] engagements "@coinbureau Curious about Fridays CPI. If it comes in below 2.5% rate cuts become more likely in my view. But even then no rush. The Fed will want consistent disinflation not one friendly print. Jobs are still firm. One data point wont force their hand" [X Link](https://x.com/CuriousCryptoX/status/2021924364157907020) 2026-02-12T12:28Z [---] followers, [---] engagements "@EvanLuthra At 40x leverage He might not know anything. Except where the liquidation button lives" [X Link](https://x.com/CuriousCryptoX/status/2021924688667009416) 2026-02-12T12:29Z [---] followers, [---] engagements "Always good to mention the $2.6T AUM in case we missed it. 😉 Whats interesting is the scope. One tokenized bill doesnt mean the balance sheet is moving to Solana. Its a controlled efficiency test. The real signal will show in the future through repetition scale and daily integration. https://twitter.com/i/web/status/2021926374370377972 https://twitter.com/i/web/status/2021926374370377972" [X Link](https://x.com/CuriousCryptoX/status/2021926374370377972) 2026-02-12T12:36Z [---] followers, [---] engagements "@coinbureau This is interesting It's not a random token or crypto project its government bonds. If the UK is testing blockchain for sovereign debt thats core financial infrastructure. Still a pilot but you dont test this unless you see potential" [X Link](https://x.com/CuriousCryptoX/status/2021927447009370293) 2026-02-12T12:40Z [---] followers, [---] engagements "Congratulations Ethereum.🎉 On this day exactly [--] years ago ETH became the #2 crypto by market cap. It passed Litecoin and XRP and the market started to see it as more than an experiment. An early signal that smart contracts were here to stay. #Ethereum #ETH #SmartContracts #CryptoHistory #OnThisDay #MarketCap #SmartContracts https://twitter.com/i/web/status/2021936473411371233 https://twitter.com/i/web/status/2021936473411371233" [X Link](https://x.com/CuriousCryptoX/status/2021936473411371233) 2026-02-12T13:16Z [---] followers, [--] engagements "@CryptoNobler What doesnt look good is this post. 🔹Trump insider and 100% win rate with zero names or proof. 🔹A random screenshot with no exchange wallet or timestamp isnt evidence. 🔹Fear + urgency + Fed meeting = engagement bait. Thats not analysis. Its narrative engineering" [X Link](https://x.com/CuriousCryptoX/status/2021939765088792773) 2026-02-12T13:29Z [---] followers, [----] engagements "@AshCrypto 227k vs 222k isnt a shock. Claims actually fell 5k from last week. The [--] week average ticked up but insured unemployment held at 1.2%. This suggests gradual cooling not deterioration. For the Fed this is just one data point not a policy changer" [X Link](https://x.com/CuriousCryptoX/status/2021941802736189828) 2026-02-12T13:37Z [---] followers, [----] engagements "Concern: When Finance Becomes Entertainment🤔 I understand the upside. Distribution plus fintech rails is powerful. 🔹But Gen Z already lives inside dopamine loops short form content and constant feedback. If finance is designed the same way money risks becoming entertainment. 🔹Wealth building requires patience friction and long term thinking. Engagement driven design rewards the opposite. 👉My concern is simple: are we building investors or just more active users And what are we actually doing to make sure its the first https://twitter.com/i/web/status/2021947398575006060" [X Link](https://x.com/CuriousCryptoX/status/2021947398575006060) 2026-02-12T14:00Z [---] followers, [---] engagements "@CoinMarketCap Definitely a step forward. I still struggle a bit because crypto started as an alternative for people not just another financial instrument. But thats just me adjusting to reality. Regulation and derivatives do signal maturity and protection.👍" [X Link](https://x.com/CuriousCryptoX/status/2021977872936657207) 2026-02-12T16:01Z [---] followers, [---] engagements "Its always interesting how we mention AUM as if capital automatically equals truth. Big balance sheet sure. But ideas dont become right because theyre large. And [--] governments mining Thats the part thats actually wild. Not retail. Not startups. States quietly hedging in code. https://twitter.com/i/web/status/2021979568244981999 https://twitter.com/i/web/status/2021979568244981999" [X Link](https://x.com/CuriousCryptoX/status/2021979568244981999) 2026-02-12T16:07Z [---] followers, [---] engagements "@hajiyev_rashad Maybe buyers will step in. Sharp drops often attract dip buyers liquidations reset positioning and technical traders eye prior support. But lets be real thats still speculation. Sometimes buyers step in. Sometimes its distribution. Liquidity decides not expectations" [X Link](https://x.com/CuriousCryptoX/status/2022000088491733112) 2026-02-12T17:29Z [---] followers, [---] engagements "@antmillionsbot Okay BTC is hovering around 66K for now Ill give you that. But lets not forget: markets have a habit of humbling absolute statements. Its not wise to claim something that can be invalidated by one candle" [X Link](https://x.com/CuriousCryptoX/status/2022003007236546851) 2026-02-12T17:40Z [---] followers, [---] engagements "@AshCrypto Risk off days happen. When liquidity tightens correlations rise and crypto rarely escapes that. But some of those data points feel overstated and this is a partial shutdown not a full stop of government" [X Link](https://x.com/CuriousCryptoX/status/2022020847427629241) 2026-02-12T18:51Z [---] followers, [---] engagements "This doesnt really hold up. Short-term strength in ETH or alts doesnt define a market regime or prove a super cycle. Markets move on liquidity positioning and macro; not narratives. And calling people sissies for de-risking misses the point. Risk management isnt weakness. Its how you stay in the game. https://twitter.com/i/web/status/2020182852516602361 https://twitter.com/i/web/status/2020182852516602361" [X Link](https://x.com/CuriousCryptoX/status/2020182852516602361) 2026-02-07T17:08Z [---] followers, [---] engagements "@saylordocs 🔹Larry Fink: Stay invested through every cycle. 🔸Bitcoin: I do. Humans are the variable" [X Link](https://x.com/CuriousCryptoX/status/2020799277098803210) 2026-02-09T09:57Z [---] followers, [---] engagements "@pete_rizzo_ Buying more than miners produce sounds dramatic but with millions of BTC still sitting on exchanges supply shock is a bit early. Scarcity needs empty shelves not just big shopping carts" [X Link](https://x.com/CuriousCryptoX/status/2021128983455072490) 2026-02-10T07:47Z [---] followers, [---] engagements "@AshCrypto Ohhh of course. It was never a double top. It was a MacD setup all along with a crossover between the golden arches and the red candles" [X Link](https://x.com/CuriousCryptoX/status/2021655054957334735) 2026-02-11T18:38Z [---] followers, [---] engagements "Small nuance here: This wasnt the Swiss National Bank announcing a Bitcoin reserve. At the April [----] annual meeting crypto advocates and campaigners urged the SNB to consider adding BTC to its reserves alongside gold. So its a proposal from outside groups not a central bank decision. https://twitter.com/i/web/status/2021863583747805551 https://twitter.com/i/web/status/2021863583747805551" [X Link](https://x.com/CuriousCryptoX/status/2021863583747805551) 2026-02-12T08:26Z [---] followers, [----] engagements "Bitcoin walks into a Cut Rates Now meeting Until tomorrow 👋 #FedWatch #CPIFriday #RateCutDebate #MacroMatters #MacroCycle" [X Link](https://x.com/CuriousCryptoX/status/2021947403881111628) 2026-02-12T14:00Z [---] followers, [--] engagements "@CoinMarketCap 🔹Flip Ethereum Possible. Stablecoins grow with usage liquidity and trading volume. Cycles and regulation can shift that balance. 🔸Flip Bitcoin Only if Bitcoins role as a scarce reserve asset weakens or fiat dominance fully reasserts itself" [X Link](https://x.com/CuriousCryptoX/status/2022204990199337450) 2026-02-13T07:03Z [---] followers, [--] engagements "@WhaleInsider Some context: Rolling back metal tariffs would ease input costs for manufacturers which can trickle into lower prices for cars appliances and construction. Its also political. Even a small dip in inflation helps the narrative that policy is working ahead of elections" [X Link](https://x.com/CuriousCryptoX/status/2022206536685432935) 2026-02-13T07:09Z [---] followers, [----] engagements "Important context: The US has full trade agreements with about [--] countries out of nearly [---] worldwide. Most global trade happens without structured tariff framework. So a deal like this isn't routine. It signals strategic alignment supply chain positioning and geopolitical intent not just lower tariffs. https://twitter.com/i/web/status/2022208044935917720 https://twitter.com/i/web/status/2022208044935917720" [X Link](https://x.com/CuriousCryptoX/status/2022208044935917720) 2026-02-13T07:15Z [---] followers, [---] engagements "@Vivek4real_ Where things stand: 🔹Passed the House in [----] 🔹Now with the Senate Banking Committee 🔹Key debate: stablecoin rules and regulatory scope Next steps: 🔸Committee vote likely Q1Q2 [----] 🔸Full Senate vote after 🔸If passed to Trumps desk later in 2026" [X Link](https://x.com/CuriousCryptoX/status/2022208760731873408) 2026-02-13T07:18Z [---] followers, [----] engagements "@business 🔹For companies confidential IPO filings reduce pressure. They can test the waters and adjust timing without public scrutiny. 🔸For investors its mixed. Potentially better prepared listings but less early transparency" [X Link](https://x.com/CuriousCryptoX/status/2022212692032012439) 2026-02-13T07:34Z [---] followers, [---] engagements "@pete_rizzo_ Some context: Kazakhstan isnt simply selling gold to buy Bitcoin outright. The plan is to allocate around $350M to a state managed crypto reserve likely via funds and seized assets. Thats strategic exposure not a direct nation buying the dip headline" [X Link](https://x.com/CuriousCryptoX/status/2022216691133116736) 2026-02-13T07:50Z [---] followers, [---] engagements "@Bitcoin_Teddy There is no official executive order backing this up. A change to capital gains tax would require Congress not just a presidential signature. Looks more like a viral joke than actual policy. Always worth checking the source before celebrating" [X Link](https://x.com/CuriousCryptoX/status/2022218627475558702) 2026-02-13T07:57Z [---] followers, [---] engagements "The wider the price targets the clearer it becomes: nobody actually knows. #Bitcoin #Crypto #Markets #PriceAction #Volatility" [X Link](https://x.com/CuriousCryptoX/status/2022219191479415115) 2026-02-13T08:00Z [---] followers, [--] engagements "@hajiyev_rashad Higher low For now. Confirmed right shoulder Not yet. Temporary bounce before a lower low Maybe. Lets not front run the pattern" [X Link](https://x.com/CuriousCryptoX/status/2022220449959289220) 2026-02-13T08:05Z [---] followers, [---] engagements "About to explode is one of those phrases that sounds exciting but says very little about timing. Cycles rhyme yes. But every cycle also had deep corrections liquidity shifts and macro surprises. 🔹Explode Maybe. 🔹Chop sideways for months first Also very possible. Just dont forget turbulence is part of the flight. https://twitter.com/i/web/status/2022222228360774065 https://twitter.com/i/web/status/2022222228360774065" [X Link](https://x.com/CuriousCryptoX/status/2022222228360774065) 2026-02-13T08:12Z [---] followers, [---] engagements "@coinbureau Bhutan actively mines BTC so periodic transfers to liquidity providers often mean profit taking rebalancing or funding government expenses. [---] BTC isnt a policy shift. Its small relative to their holdings of estimate [--] [---] BT" [X Link](https://x.com/CuriousCryptoX/status/2022244036120355053) 2026-02-13T09:38Z [---] followers, [--] engagements "@cryptogoos Not really that unusual. In liquidity driven phases BTC often trades like a high beta tech stock. Both are sensitive to liquidity and rates. When risk appetite rises both move. When it fades both correct. That does not redefine what BTC is. It reflects the current macro regime" [X Link](https://x.com/CuriousCryptoX/status/2022250098613264856) 2026-02-13T10:02Z [---] followers, [--] engagements "@saylordocs This feels a bit dramatic. Banks lobby. Crypto companies lobby. Thats how policy works. Financial control shifting to the people sounds powerful but legislation is usually about regulation compliance and market structure. Just politics and incentives" [X Link](https://x.com/CuriousCryptoX/status/2022257793365877122) 2026-02-13T10:33Z [---] followers, [---] engagements "I get her angle. 🔹If inflation rises people look for scarce assets. 🔹If AI causes deflation by making everything cheaper capital may still look for something outside the system. So BTC becomes a hedge against monetary uncertainty itself. The question is whether it truly works in both regimes. https://twitter.com/i/web/status/2022295353580560458 https://twitter.com/i/web/status/2022295353580560458" [X Link](https://x.com/CuriousCryptoX/status/2022295353580560458) 2026-02-13T13:02Z [---] followers, [---] engagements "@MerlijnTrader Reserves are trending lower yes. But 16M ETH is still roughly 26B USD sitting on exchanges. Thats not disappearing supply. Context matters. Declining reserves are constructive long term not an instant squeeze button" [X Link](https://x.com/CuriousCryptoX/status/2022296456107798706) 2026-02-13T13:07Z [---] followers, [--] engagements "@cryptogoos So basically: 🔹SaaS is afraid AI will replace their code. 🔸Bitcoin is afraid AI will replace math. Meanwhile AI is just trying to autocomplete emails without hallucinating a lawsuit. Exciting times indeed. 😉" [X Link](https://x.com/CuriousCryptoX/status/2022569723855052944) 2026-02-14T07:12Z [---] followers, [--] engagements "@elliotwave_org Some context: An ETF holds Bitcoin on behalf of investors. When investors sell their ETF shares the fund sells some Bitcoin to match. So its not BlackRock making a big decision. Its just clients moving in or out. And $9.4M at that size That's barely noticeable" [X Link](https://x.com/CuriousCryptoX/status/2022571852946903199) 2026-02-14T07:21Z [---] followers, [--] engagements "@Investments_CEO Jack Dorsey made these comments at the Bitcoin [----] conference in Miami. 🔹BTC reducing reliance on banks Thats a fair debate 🔹BTC fully replacing banks Thats a stretch because credit compliance custody and lending dont disappear just because money becomes digital" [X Link](https://x.com/CuriousCryptoX/status/2022572811479380353) 2026-02-14T07:25Z [---] followers, [---] engagements "@GordonGekko Looks clean. Feels convincing. But as far as I know theres no serious research validating a prime cycle model like this. Its mostly pattern fitting after the fact. Useful as a narrative Maybe. Predictive Thats a much higher bar" [X Link](https://x.com/CuriousCryptoX/status/2022596017384755326) 2026-02-14T08:57Z [---] followers, [---] engagements "@saylordocs 🔹Michael: If its not going to zero its going to a million. 🔸Bitcoin: Actually I prefer confusing everyone in the middle for a few more years" [X Link](https://x.com/CuriousCryptoX/status/2022597848458555403) 2026-02-14T09:04Z [---] followers, [---] engagements "@AshCrypto Unpopular view: That trendline has been there for years. If it breaks its a structural shift in ETH/BTC. If it doesnt its just another lower high in a long downtrend. Calling biggest AltSeason before confirmation is a bit premature. Let it actually break first" [X Link](https://x.com/CuriousCryptoX/status/2023030350935670904) 2026-02-15T13:43Z [---] followers, [---] engagements "@WatcherGuru Lets slow down. The US Treasury has allowed voluntary Gifts to Reduce the Public Debt since [----]. Its not new and not a crisis move. The amounts donated are tiny compared to $38T in debt. It's a symbolic gesture with no macro impact" [X Link](https://x.com/CuriousCryptoX/status/2023044187856461857) 2026-02-15T14:38Z [---] followers, [----] engagements "@Bitcoin_Teddy It always sounds simple when you ignore the path. You dont repay a loan with a [--] year projection. You repay it monthly in real life with income that may or may not be stable. BTC might go to 500K. It might also spend [--] years under your entry" [X Link](https://x.com/CuriousCryptoX/status/2023082670381731972) 2026-02-15T17:11Z [---] followers, [----] engagements "Strong metrics no doubt. Solana has built real activity and staying online for two years straight matters. All credit to them. But internet capital markets is a big statement. Users and volume are one thing. Long term trust decentralization and resilience under real stress are another. https://twitter.com/i/web/status/2021504457121419739 https://twitter.com/i/web/status/2021504457121419739" [X Link](https://x.com/CuriousCryptoX/status/2021504457121419739) 2026-02-11T08:39Z [---] followers, [---] engagements "When people say accumulator demand is going vertical they usually mean long term wallets are buying aggressively and not selling. In simple terms coins are moving from traders to holders. That can tighten available supply and support price. In other words it leans bullish. But its still behavior data and behavior can change quickly. https://twitter.com/i/web/status/2022213456254951775 https://twitter.com/i/web/status/2022213456254951775" [X Link](https://x.com/CuriousCryptoX/status/2022213456254951775) 2026-02-13T07:37Z [---] followers, [---] engagements "@MerlijnTrader $3.5B added in January is notable. But theres still 2.47M BTC on exchanges. At $66K thats about $163B in available supply. Supply shock Maybe. But liquidity hasnt disappeared" [X Link](https://x.com/CuriousCryptoX/status/2022221643347812729) 2026-02-13T08:09Z [---] followers, [--] engagements "@hajiyev_rashad I wouldnt call that outright bullish. That monthly candle looks more like a spinning top or high wave candle. Small body long wicks on both sides. Thats indecision after a strong run not the kind of clean breakout that confirms a strong bullish continuation" [X Link](https://x.com/CuriousCryptoX/status/2022251476446556333) 2026-02-13T10:08Z [---] followers, [----] engagements "@CoinMarketCap To me this feels less like a rotation away from BTC and more like smart diversification. AI data centers use the same core advantage miners have: cheap power and infrastructure. If mining margins tighten AI becomes an extra revenue stream. Just business" [X Link](https://x.com/CuriousCryptoX/status/2022252084733911446) 2026-02-13T10:10Z [---] followers, [--] engagements "@AshCrypto Lets slow down. Russia moving back to the US dollar was based on a memo reportedly seen by Bloomberg a document about exploring settlement options not a signed structural shift in global currency flows. Big difference. One memo doesn't end the the dollarization narrative" [X Link](https://x.com/CuriousCryptoX/status/2022255662286184730) 2026-02-13T10:24Z [---] followers, [---] engagements "Daily Context Drop 👇 We often see posts on X that start by mentioning AUM the Assets Under Management. Its the total capital a firm oversees on behalf of clients. Think of $14T BlackRock or $12T Vanguard. As if capital automatically equals truth. Large institutions do carry experience research teams and market access. That matters. Scale brings perspective. But scale validates ideas more often than it creates them. 🔹Google started in a garage. 🔹Apple started in a garage. 🔹Microsoft started in a small room with a big idea. Capital tends to validate. Innovation tends to originate elsewhere." [X Link](https://x.com/CuriousCryptoX/status/2022279596851491236) 2026-02-13T12:00Z [---] followers, [--] engagements "@TrendingBitcoin Some context: This is a fund adding shares of a company that holds a lot of BTC. Thats indirect exposure through equity not a government decision to accumulate Bitcoin itself. Big difference. Its portfolio management not a national policy shift nor the US buying crypto" [X Link](https://x.com/CuriousCryptoX/status/2022297246293709022) 2026-02-13T13:10Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@CuriousCryptoX CuriousCrypto
CuriousCrypto posts on X about bitcoin, liquidity, crypto, ai the most. They currently have [---] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-------] +99%
Mentions: [---] #
- [--] Week [---] +0.87%
Followers: [---] #
- [--] Week [---] +60%
CreatorRank: [-------] #
Social Influence
Social category influence finance 55.23% cryptocurrencies #4830 countries 6.5% stocks 5.42% exchanges 3.25% financial services #811 technology brands 2.53% currencies 1.81% automotive brands 1.08% celebrities 0.72%
Social topic influence bitcoin #1979, liquidity #342, crypto #4968, ai 5.42%, inflation #2225, money 4.69%, debt #411, gold 3.97%, stablecoins #120, market 3.61%
Top accounts mentioned or mentioned by @coinmarketcap @coinbureau @cryptorover @vivek4real @whaleinsider @ashcrypto @hajiyevrashad @trendingbitcoin @bitcointeddy @merlijntrader @gordongekko @cryptonobler @saylordocs @watcherguru @cryptosrus @quintenfrancois @apompliano @bitcoinjunkies @kalshi @intocryptoverse
Top assets mentioned Bitcoin (BTC) BlackRock Inc (BLK) Coinbase Global Inc. (COIN) Ethereum (ETH) Solana (SOL)
Top Social Posts
Top posts by engagements in the last [--] hours
"A bit of context: Santiments sentiment score tracks how positive or negative traders talk across social media and forums. Its not a price signal but roughly: sentiment positive negative mentions [--] = optimism dominates [--] = caution dominates So XRP reflects stronger optimism and narratives ETH mildly positive and BTC more cautious. https://twitter.com/i/web/status/2019476748790902816 https://twitter.com/i/web/status/2019476748790902816"
X Link 2026-02-05T18:22Z [---] followers, [---] engagements
"@WhaleInsider India easing wheat stock limits. Not exactly moon news but inflation probably just exhaled and it might calm your grocery bill"
X Link 2026-02-06T07:21Z [---] followers, [---] engagements
"@TrendingBitcoin This comment dates back to late Nov [----]. JPMorgan referred to BTC as a risk sentiment indicator not the sole leading signal for the entire US market. And think about it. a sole leading indicator Thats a stretch"
X Link 2026-02-06T07:37Z [---] followers, [---] engagements
"@CryptosR_Us Theres a lot of misconception around this. This isnt QE. Its the Treasury swapping older less liquid debt to improve market functioning. No money printing. No Fed involvement. No liquidity wave. This is curve management not stimulus"
X Link 2026-02-06T07:54Z [---] followers, [--] engagements
"@Bitcoin_Teddy UAE hasnt been buying this or every dip. Most of their BTC comes from mining via Citadel Mining not panic buying on red candles. This is production not emotion"
X Link 2026-02-06T07:59Z [---] followers, [---] engagements
"@CoinMarketCap Some context for those wondering what this means. Instead of transferring money between banks through a middleman Polymarket now uses money that already lives where it needs to be. Thats a clear win for reliability and operational simplicity"
X Link 2026-02-06T08:29Z [---] followers, [--] engagements
"@GordonGekko Forced selling can mark a low but it doesnt guarantee the bottom. Time usually has a say too. However I hope you're right"
X Link 2026-02-06T09:27Z [---] followers, [---] engagements
"@cryptorover Impressive because it shows their balance sheet and debt structure are built to withstand extreme long-lasting stress without forced selling"
X Link 2026-02-06T09:55Z [---] followers, [---] engagements
"@coinbureau The bullish interpretation 🔹Dry powder is being preserved 🔹Faster deployment once risk appetite returns 🔹Historically precedes rotation phases Reality check 🔸Liquidity can stay idle longer than expected 🔸Macro still dictates timing 🔸No catalyst no trigger"
X Link 2026-02-06T11:42Z [---] followers, [---] engagements
"@CoinMarketCap To provide some context: Real home loans are being put onchain showing ETH used as financial infrastructure not speculation. Small scale for now but a positive signal"
X Link 2026-02-06T11:45Z [---] followers, [---] engagements
"@AshCrypto Worth adding context. China has been hostile to private crypto and stablecoins for years. This isnt a sudden pivot but a continuation of capital control policy. Not a shock. Not new"
X Link 2026-02-06T13:29Z [---] followers, [---] engagements
"@GordonGekko Honestly seeing price hold above the 200-week and bounce is a relief. Maybe its not over but at least it feels like the worst might be behind us for now"
X Link 2026-02-06T13:42Z [---] followers, [--] engagements
"@DeFiTracer This is nonsense. No official source no bill draft no scheduled signing"
X Link 2026-02-06T13:44Z [---] followers, [---] engagements
"@CoinMarketCap This is a bookkeeping loss driven by mark-to-market accounting on Bitcoin not a cash loss. On paper it hurts. In practice nothing changed. Same thesis. Same horizon. Volatility doing its job"
X Link 2026-02-06T15:08Z [---] followers, [---] engagements
"@Kalshi Some context: Prediction markets like Kalshi price probabilities based on collective bets not privileged insight. 👍Theyre great at showing where consensus is. 👎Less great at predicting when consensus breaks"
X Link 2026-02-06T15:20Z [---] followers, [---] engagements
"BTC didnt lose its narrative. The digital gold story just doesnt work as a blanket safe haven yet. In practice BTC behaves more like a speculative growth asset that can act as a hedge in certain macro regimes not during every crisis. Thats not narrative death. Thats narrative evolution. https://twitter.com/i/web/status/2019854976562930067 https://twitter.com/i/web/status/2019854976562930067"
X Link 2026-02-06T19:25Z [---] followers, [--] engagements
"@CoinMarketCap Im honestly wondering what to do with this information. BTC moved between wallets. Without a sale or exchange deposit this is operational not directional"
X Link 2026-02-06T19:30Z [---] followers, [--] engagements
"@WhaleInsider I believe this ties directly into ongoing USIndia trade talks. Tariffs were leverage. The deal needed momentum"
X Link 2026-02-07T07:08Z [---] followers, [---] engagements
"@coinbureau That makes sense. Search interest usually rises after sharp moves when people try to understand what just happened"
X Link 2026-02-07T07:59Z [---] followers, [--] engagements
"@AshCrypto Worth clarifying: This is IBIT ETF inflow not BlackRock making a discretionary buy. Investors bought the ETF BlackRock facilitated the exposure"
X Link 2026-02-07T08:03Z [---] followers, [---] engagements
"@intocryptoverse Bitcoin jumps $10k and people expect sentiment to flip instantly. Price moves in real time. Fear & Greed updates once a day and reflects recent stress not the last candle. Sentiment lags. Price leads"
X Link 2026-02-07T08:09Z [---] followers, [---] engagements
"@MerlijnTrader In-kind ETF flows move BTC from the open market into ETF custody without spot buying. Thats neither bullish nor bearish by default. It reduces forced market buying so price impact is quieter. But BTC held in ETFs trades less frequently tightening liquid supply over time"
X Link 2026-02-07T08:21Z [---] followers, [---] engagements
"@coinbureau Thats one way to learn the importance of decimals"
X Link 2026-02-07T08:24Z [---] followers, [---] engagements
"@Bitcoin_Teddy Yes. Bank of America now allows wealth advisors to recommend 1%4% Bitcoin/crypto allocations to clients via regulated ETFs. Its a shift in formal advice not a mandate or a direct buy order. So lets go easy with the here we go. This is guidance not a starting gun"
X Link 2026-02-07T08:26Z [---] followers, [---] engagements
"@coinbureau Fair take. If even Bloomberg ETF analysts cant keep up with every crypto protocol that probably says more about how early this market still is than about Ondo Finance itself"
X Link 2026-02-07T09:39Z [---] followers, [---] engagements
"@QuintenFrancois One day BTC will fall so hard you can only retire comfortably instead of obscenely"
X Link 2026-02-07T09:40Z [---] followers, [---] engagements
"@GordonGekko Maybe good news for BTC adoption but this worries me. Research on buy-now-pay-later services like Klarna shows they increase overspending and debt because payments feel smaller. Mixing credit with a volatile asset doesnt reduce risk it pushes it; often onto younger users"
X Link 2026-02-07T09:55Z [---] followers, [---] engagements
"@CoinMarketCap Excellent example of how far ETF conversations have moved beyond just BTC and ETH"
X Link 2026-02-07T13:52Z [---] followers, [--] engagements
"Some context: ✅Yes the House has passed a version of a crypto market structure bill. ❌No its not about to pass yet in the legal sense. What happens next: Senate committees (Banking + Agriculture) still need to agree on the text Committee votes come first Then a full Senate vote If the Senate amends it HouseSenate reconciliation follows Only after that: presidential signature Progress Yes. Done deal Not yet. https://twitter.com/i/web/status/2020177634697593269 https://twitter.com/i/web/status/2020177634697593269"
X Link 2026-02-07T16:47Z [---] followers, [----] engagements
"@CryptoNobler This is nonsense. FOMC members dont pre-announce votes or future rate decisions. Theres no way to know that [--] out of [--] support a [--] bps cut ahead of a meeting. If that were real it would come from the Fed itself not a crypto tweet"
X Link 2026-02-07T16:50Z [---] followers, [---] engagements
"@coinbureau Interesting chart. When the Coinbase premium turns positive during panic it usually means U.S. buyers are shopping while everyone else is stress-scrolling"
X Link 2026-02-07T16:54Z [---] followers, [--] engagements
"Context matters: When Vitalik Buterin calls ETH a store of value and an app hes not talking about scarcity alone but about utility-backed demand thats structurally required. Fees staking and security demand all flow through ETH and crucially much of that demand is non-optional if you want to use Ethereum at all. https://twitter.com/i/web/status/2020219076392456495 https://twitter.com/i/web/status/2020219076392456495"
X Link 2026-02-07T19:32Z [---] followers, [---] engagements
"@Vivek4real_ To me USD wont be accepted is the weakest part of the claim. Whats more realistic is selective use: Bitcoin for saving and settlement fiat for everyday obligations both coexisting for a long time"
X Link 2026-02-07T19:35Z [---] followers, [----] engagements
"This fits her long standing pro crypto stance. The shift is clear: stablecoins arent being framed as a threat to banks anymore but as new infrastructure they can offer under clearer rules. 👏A smart move because it aligns bank incentives with innovation instead of triggering resistance. https://twitter.com/i/web/status/2020227988982272329 https://twitter.com/i/web/status/2020227988982272329"
X Link 2026-02-07T20:07Z [---] followers, [---] engagements
"@coinbureau Important nuance: The $8K level is where BTC no longer covers net debt. That doesnt mean everything is safe above it. Liquidity refinancing cycles and market access bite earlier than balance sheet math suggests. Mostly an accounting statement not a market one"
X Link 2026-02-08T07:58Z [---] followers, [---] engagements
"@AshCrypto Selling to repay loans is not always capitulation it is often risk management when the margin math changes. Still a 750M loss is an expensive lesson in liquidity and patience"
X Link 2026-02-08T08:00Z [---] followers, [---] engagements
"@cryptorover Important nuance: This is the ETF. BlackRock isnt dumping BTC from their own balance sheet theyre just processing investor flows. If people redeem the fund sells. If people buy it buys"
X Link 2026-02-08T08:02Z [---] followers, [---] engagements
"@CryptosR_Us Fair take. The indicator isnt saying buy now its saying pay attention. Extremes in distance from trend tend to mark psychological exhaustion not precise timing. Thanks for sharing👍"
X Link 2026-02-08T08:05Z [---] followers, [--] engagements
"A 66% Polymarket probability for a Feb [--] shutdown feels on the high side. Some context: This is about partial funding gaps not a full government shutdown. Most agencies are already funded; the key risk is Homeland Security. These deadlines are often resolved with short term extensions. Impact is mostly uncertainty and delayed data not economic shutdown. https://twitter.com/i/web/status/2020412414030688593 https://twitter.com/i/web/status/2020412414030688593"
X Link 2026-02-08T08:20Z [---] followers, [---] engagements
"@CoinMarketCap Solana. Not because its perfect but because it keeps winning where markets actually care this year: usage velocity and mindshare. Fast rails real activity messy but alive.If Im wrong Ill just say it was a social experiment 👀"
X Link 2026-02-08T09:41Z [---] followers, [---] engagements
"@cryptorover Some context: This is Truflation not CPI. Truflation tracks real time prices and moves fast. CPI is reported monthly heavily lagged and still shows 2.7% mainly due to sticky components like shelter. Rate cuts would be nice but the Fed reacts to CPI not Truflation"
X Link 2026-02-08T09:45Z [---] followers, [----] engagements
"Why is there such a big difference between Truflation and CPI Because they measure inflation in very different ways. 🔸Truflation uses real time online price data and updates continuously. It reacts quickly to moves in goods fuel and services but relies on alternative data and different weightings. Some large slow moving costs like housing healthcare and long term contracts are either modeled differently or underrepresented. 🔸CPI is built to measure broad structural inflation. Its reported monthly uses surveys and heavily weights shelter and other sticky components. That makes it slow and"
X Link 2026-02-08T09:52Z [---] followers, [---] engagements
"Some explanation: This doesnt mean Bitcoin is ending or disappearing. 🔸What hes getting at is how BTC behaves. Right now BTC often goes up when interest rates fall just like stocks. That makes it look like a typical risk asset. 🔸The idea of an endgame is different: BTC going up even when rates rise. That would mean people arent buying it because money is cheap but because they see it as protection against uncertainty in the system. So endgame here doesnt mean BTC stops existing. It means BTC stops needing easy policy to perform and starts standing on its own. If that shift happens its a"
X Link 2026-02-08T10:05Z [---] followers, [---] engagements
"@Vivek4real_ He made that comment publicly around [--] December [----]. Heres a concise take: It sounds good but its mostly marketing until we see actual Bitcoin balance sheet exposure and how payments are handled. Accepting BTC at checkout isnt the same as meaningful adoption"
X Link 2026-02-08T10:08Z [---] followers, [---] engagements
"Some nuance: ✅CFTC expands a no-action position on stablecoins as collateral ✅National trust banks explicitly allowed as issuers in this framework ✅More regulatory comfort for institutional use ❌No new law passed ❌No broad stablecoin framework yet ❌Congressional legislation still needed Process: regulatory clarity is improving. Outcome: meaningful step but not the endgame. https://twitter.com/i/web/status/2020440802355240993 https://twitter.com/i/web/status/2020440802355240993"
X Link 2026-02-08T10:13Z [---] followers, [----] engagements
"@Bitcoin_Teddy Cathie Wood has been consistent for years on Bitcoin vs gold so this isnt a sudden flip. Its her long term thesis playing out not a timing call"
X Link 2026-02-08T10:21Z [---] followers, [----] engagements
"Where are you getting this calendar from Checked against official sources (Fed Treasury China Japan calendars). A lot of this doesnt line up. ✅Tue: US Retail Sales ✅Wed: Jobs data ✅Fri: CPI ❌ No FOMC announcement ❌ No special Fed money injection event ❌ No Federal Budget Balance release ❌ No China M2 scheduled ❌ No Japan GDP on Sunday This week has real macro risk but calling it the biggest week of [----] is mostly framing not facts. https://twitter.com/i/web/status/2020449202531127347 https://twitter.com/i/web/status/2020449202531127347"
X Link 2026-02-08T10:46Z [---] followers, [---] engagements
"Some context (with caution): The countries that trade most with Iran are largely the same ones that trade heavily with the US including China. A blanket 25% tariff wouldnt just pressure Iran. It would hit major US trading partners with tens to hundreds of billions in trade volume. Thats not targeted pressure. Thats a shock to global trade and geopolitics. https://twitter.com/i/web/status/2020498639232077863 https://twitter.com/i/web/status/2020498639232077863"
X Link 2026-02-08T14:03Z [---] followers, [--] engagements
"Interesting question. Worth explaining what the Clarity Act actually means for ETH. If the Act passes this is what we do know for ETH ✅More legal clarity around ETHs status ✅Less regulatory fear for institutions ✅Easier custody staking and product development ✅Lower friction to participate at scale ✅ETH becomes easier to use not just hold What it is not ❌ ❌ Not a price trigger ❌ Not instant liquidity ❌ Not a $10k button ❌ Not demand created by law Clarity removes brakes. It doesnt press the accelerator. https://twitter.com/i/web/status/2020544022536659268"
X Link 2026-02-08T17:03Z [---] followers, [----] engagements
"Very thoughtful analysis. A few thoughts from my side: Where I agree ✅Market psychology makes sense: disbelief and bear market rally labels often appear near major bottoms ✅BTC vs gold relative valuation is historically interesting and worth watching ✅Closer to the bottom than the top is a reasonable framing not a hard bottom call ✅Macro factors are used as context not as precise timing tools Where Im less convinced ⚠ Saying gold has peaked is too definitive; gold can stay strong longer than expected ⚠ BTC and gold rotate but not as a clean pendulum with fixed timing ⚠ Low RSI adds context"
X Link 2026-02-08T17:10Z [---] followers, [----] engagements
"@QuintenFrancois Interesting visual but [----] was a liquidity-shock recovery. [----] looks more like digestion than rescue. Calling this hopium skips an important step"
X Link 2026-02-08T17:13Z [---] followers, [---] engagements
"@barkmeta Your tweets genuinely make me laugh. The mix of confidence mystery and events that exist mostly in imagination is oddly impressive"
X Link 2026-02-08T17:36Z [---] followers, [----] engagements
"Strong context and well structured but to me it feels slightly framed around one central conflict more than the broader picture. Where I largely agree ✅Stablecoins are now core financial infrastructure ✅Midterm timing adds real political pressure ✅Bank vs crypto tension around yield is very real ✅Without compromise legislation stays stuck Where I have nuance or doubts ⚠Yield isnt the only bottleneck; oversight and structure matter too ⚠The $6T deposit flight feels more like lobbying than a base case ⚠Yield wont be binary; limits or hybrid models are more likely ⚠Even with a deal the Senate"
X Link 2026-02-08T18:54Z [---] followers, [---] engagements
"It isnt inflation collapsing its Truflation telling a very different story than CPI. Truflation tracks high frequency price data and reacts fast. CPI is slow smoothed and backward looking. The gap looks dramatic but its mostly about methodology and timing. Interesting signal yes. Enough for cut immediately Thats a leap. https://twitter.com/i/web/status/2020576632939933763 https://twitter.com/i/web/status/2020576632939933763"
X Link 2026-02-08T19:13Z [---] followers, [---] engagements
"@cryptorover This chart shows price behavior across cycles not exchange reserves. A supply shock narrative needs separate on chain balance data to support it"
X Link 2026-02-08T19:15Z [---] followers, [--] engagements
"This isnt while you are scared. This is Binance moving funds into its SAFU fund. Thats routine treasury management not a secret signal or market timing. Not everything on chain is a message. Sometimes its just accounting. And for those who dont know what SAFU is: its a security fund designed to protect users against losses from unforeseen events like hacks. https://twitter.com/i/web/status/2020765410136633725 https://twitter.com/i/web/status/2020765410136633725"
X Link 2026-02-09T07:43Z [---] followers, [---] engagements
"Some context: What it means ✅ National trust banks can issue stablecoins under existing rules ✅ This fixes an omission not a policy change ✅ Aligns with the GENIUS Act framework ✅ Stablecoins framed as payment infrastructure ✅ Clearer legal footing for banks What it doesnt mean (with caution) ❌Not all banks are suddenly eligible ❌Regulatory fragmentation remains ❌No clarity on distribution or custody ❌Uneven treatment for non-bank issuers ❌Clarity simplicity https://twitter.com/i/web/status/2020766926641762799 https://twitter.com/i/web/status/2020766926641762799"
X Link 2026-02-09T07:49Z [---] followers, [---] engagements
"Some context: What it means (with caution) ✅ Short-term Japanese rates are normalizing ✅ Reflects a gradual policy shift by the Bank of Japan ✅ Inflation sensitivity is back on the radar ✅ Domestic capital incentives are changing What it doesnt mean (with caution) ⚠ Not a sudden tightening cycle ❌ Japan isnt high yield again ⚠ Long-term rates are still managed ❌ No immediate global shock Bottom line: This is structural change not a tactical trigger. https://twitter.com/i/web/status/2020770324824969696 https://twitter.com/i/web/status/2020770324824969696"
X Link 2026-02-09T08:02Z [---] followers, [---] engagements
"@elonmusk Big visions survive when theyre broken into steps that humans can actually repeat test and improve"
X Link 2026-02-09T08:04Z [---] followers, [--] engagements
"Some context before calling this capitulation: What the chart shows (with caution) ✅ Realized losses spiked meaning coins moved at a loss ✅ Short term holders are feeling pressure ✅ Stress is visible in on chain behavior ✅ This often appears near local turning points What it doesnt necessarily mean (with caution) ⚠ This is not broad holder capitulation ❌ Long term holders are not mass exiting ⚠ Realized losses dont equal panic selling ❌ One metric doesnt define market regime Bottom line: This looks like stress and redistribution not full capitulation. Markets shed weak conviction before they"
X Link 2026-02-09T08:06Z [---] followers, [---] engagements
"@TrendingBitcoin Some context: Kazakhstan didnt swap gold for Bitcoin. They allocated $350M from reserves to set up a crypto investment framework partly via funds and seized assets. There are no confirmed direct BTC purchases"
X Link 2026-02-09T08:15Z [---] followers, [---] engagements
"@Bitcoin_Teddy This is being overstated. UBS didnt buy Bitcoin and they didnt buy $MSTR in one go. This reflects a gradual increase in a listed equity position possibly on behalf of clients. Its indirect BTC exposure via equity not a bank making a direct Bitcoin bet"
X Link 2026-02-09T08:19Z [---] followers, [----] engagements
"@cryptogoos Global liquidity trending higher sounds bullish in theory. In practice the M2BTC correlation is weak right now and theres a visible gap. Liquidity doesnt flow automatically into Bitcoin. It has options. Crypto is just one of many. And even long term nothing is guaranteed"
X Link 2026-02-09T08:29Z [---] followers, [--] engagements
"@hajiyev_rashad Outperformance is plausible since miners benefit directly from Bitcoin price and revenue while metals depend more on macro factors like real yields and safe haven demand. But much better performance needs a clear comparable metric. Without that its narrative not evidence"
X Link 2026-02-09T08:31Z [---] followers, [---] engagements
"Some context: This week is about clearing the last political roadblock not final approval. If everything goes smoothly then: Now talks to resolve the stablecoin rewards issue Feb [--] key meeting to reach compromise language Mid Feb revised bill text if agreement is found Late Feb committee review and votes March (likely) House floor vote Late March / early April Senate alignment if needed Early to mid April Presidents desk and signature https://twitter.com/i/web/status/2020791911729037773 https://twitter.com/i/web/status/2020791911729037773"
X Link 2026-02-09T09:28Z [---] followers, [---] engagements
"Some context: Japans short end is finally moving after decades of near zero rates. What it implies: ✅ Japan is slowly normalizing rates ✅ Bank of Japan yield control is harder to sustain ✅ Higher short rates support the yen ✅ Japans capital flows affect global markets Where caution is needed ⚠ 1.3% is extreme for Japan not globally ⚠ This is normalization not aggressive tightening ⚠ Policy tools and intervention remain available ❌ Not an immediate crisis signal https://twitter.com/i/web/status/2020793724398129418 https://twitter.com/i/web/status/2020793724398129418"
X Link 2026-02-09T09:35Z [---] followers, [--] engagements
"@Vivek4real_ The structure looks like a rising wedge. Historically: 6070% of rising wedges break down 3040% break up So based on statistics a breakdown would be the base case. Lets hope this is one of the cases where the odds are wrong"
X Link 2026-02-09T09:43Z [---] followers, [----] engagements
"That framing makes sense. Some context: This frames the current Bitcoin pullback as a structural reset not a cycle ending breakdown. What it implies: ✅ Leverage has been flushed from the system ✅ Sentiment and optimism have cooled meaningfully ✅ Higher timeframe structure remains intact ✅ Similar resets have preceded new impulse phases Where caution is needed: ⚠ A reset does not guarantee a fast continuation ⚠ Structure can hold while price still ranges or drifts ⚠ Past cycles dont map perfectly to the current one ❌ Not proof that the next bull leg has already started"
X Link 2026-02-09T09:47Z [---] followers, [---] engagements
"@cryptorover Those odds are just a snapshot. March is still far off and if Fridays CPI comes in below the 2.5% expectation rate cut probabilities could shift quickly"
X Link 2026-02-09T09:50Z [---] followers, [---] engagements
"Some context: This compares Bitcoins current midterm year drawdown with prior midterm cycle performances. What it implies: ✅ Selling pressure is front loaded this cycle ✅ Weak hands are exiting earlier than usual ✅ Expectations are being reset faster ✅ Volatility is compressing future uncertainty Where caution is needed: ⚠ Speed of drawdown doesnt equal cycle failure ⚠ Past midterm patterns arent strict templates ⚠ Faster downside can shorten correction duration ❌ Not evidence the broader cycle has broken https://twitter.com/i/web/status/2020797805527257422"
X Link 2026-02-09T09:51Z [---] followers, [--] engagements
"@hajiyev_rashad Fair points on volatility and the dangers of leverage. Just worth remembering that miners arent low-risk substitutes either and long-term patterns dont solve timing. Conviction helps but risk management still matters most"
X Link 2026-02-09T09:53Z [---] followers, [----] engagements
"If the Act passes this is what we do know for ETH ✅More legal clarity around ETHs status ✅Less regulatory fear for institutions ✅Easier custody staking and product development ✅Lower friction to participate at scale ✅ETH becomes easier to use not just hold What it is not ❌ ❌ Not a price trigger ❌ Not instant liquidity ❌ Not an explode button ❌ Not demand created by law Clarity removes brakes. It doesnt press the accelerator. https://twitter.com/i/web/status/2020835916177195372 https://twitter.com/i/web/status/2020835916177195372"
X Link 2026-02-09T12:23Z [---] followers, [---] engagements
"@cryptorover Some context: This doesnt automatically mean selling. ETFs move coins to Coinbase Prime for settlement rebalancing and share creation or redemption. That happens with inflows as well as outflows. Seeing movement is logistics not a sell order"
X Link 2026-02-09T12:47Z [---] followers, [--] engagements
"This post presents false assumptions as breaking news. Whats actually going on: There is no Fed emergency announcement today BlackRock did not dump BTC or ETH These are routine ETF related transfers to Coinbase Prime for custody rebalancing or creation redemption flows Moving coins selling them On chain activity without context is often misread as panic Framing normal operational flows as emergency liquidation creates unnecessary fear https://twitter.com/i/web/status/2020863055064674633 https://twitter.com/i/web/status/2020863055064674633"
X Link 2026-02-09T14:11Z [---] followers, [----] engagements
"👉This is Truflation not CPI. CPI is currently 2.7% and the next CPI print on Friday is expected around 2.5%. Thats the number the Fed actually follows in its mandate and reaction function not alternative real time indices. A few important clarifications: Truflation measures high frequency price signals not the official inflation basket The Fed does not set policy based on Truflation A move from 2.7% to 2.5% CPI is disinflation not deflation The Fed must cut significantly doesnt follow from this data On the broader claim: AI and robotics are long term productivity forces not short term"
X Link 2026-02-09T15:20Z [---] followers, [--] engagements
"@WatcherGuru ETH rallies Tom Lee buys. ETH dips Tom Lee buys. ETH exists Tom Lee buys. If Tom Lee ever stops buying ETH that will be the breaking news"
X Link 2026-02-09T15:22Z [---] followers, [---] engagements
"@cryptorover That claim doesnt hold up. Crypto policy isnt strictly partisan anymore and most progress has been bipartisan. More oversight doesnt automatically mean anti crypto"
X Link 2026-02-09T15:38Z [---] followers, [---] engagements
"@Vivek4real_ What Anthony said makes sense with nuance. AI chooses whats most efficient not whats ideologically pure. Stablecoins fit native AI payments best today. Bitcoin is more likely settlement and collateral"
X Link 2026-02-09T17:26Z [---] followers, [---] engagements
"@AltcoinDaily 🔹Altcoin Daily: Bitcoin is absolute scarcity. Only [--] million ever. 🔸BTC: Yep. Still counting. 🔹Altcoin Daily: You get it yet 🔸BTC: I do. Ive been waiting for humans to catch up"
X Link 2026-02-09T17:32Z [---] followers, [---] engagements
"@WhaleInsider A 1% move into yen and CHF says more about risk hedging than panic. When USD weakens against funding and safe haven currencies its usually positioning not a verdict on the dollar"
X Link 2026-02-09T18:28Z [---] followers, [---] engagements
"@WatcherGuru A moment of perspective from Christopher Waller; an academic economist who remembers price context not just headlines. Markets could use more of that perspective"
X Link 2026-02-09T19:10Z [---] followers, [--] engagements
"@Davincij15 Thats some disciplined luck. Mine needs constant reassurance"
X Link 2026-02-09T19:24Z [---] followers, [---] engagements
"@0xChainMind Lets slow down a bit. CPI comes out this Friday. If inflation drops more than the expected 2.5% rate-cut probabilities can shift fast. Polymarket shows todays pricing not Fridays data"
X Link 2026-02-09T19:27Z [---] followers, [---] engagements
"@SeongWooIQ300 @grok IQ [---] and still needs Grok to pick a random name.😉"
X Link 2026-02-09T19:36Z [---] followers, [----] engagements
"@elliotwave_org The chart shows changes in whale balances not clear active accumulation. Its mixed and lagging not a clean whales are buying the dip signal. Bringing BlackRocks ETH ETF outflow into this only adds confusion. Different asset different metric different story"
X Link 2026-02-10T07:17Z [---] followers, [--] engagements
"Some context: This compares growing on chain activity on Ethereum with a weaker price and assumes usage will eventually be reflected in the market. What it implies: ✅ Ethereum remains core infrastructure for stablecoin settlement ✅ Network usage can grow even during price drawdowns ✅ Activity often improves before sentiment shifts Where caution is needed: ⚠ Usage does not automatically translate into ETH value capture ⚠ Stablecoin flows include bots arbitrage and low margin activity ❌ Past cycles are not clean templates for current market structure"
X Link 2026-02-10T07:23Z [---] followers, [----] engagements
"Some context: This looks at Ethereums share of the crypto market after a rebound from very low levels and frames it as the start of a major shift. What it implies: ✅ Ethereum has stopped losing relative market share ✅ A short term bounce in dominance is possible ✅ Relative performance can change before sentiment does Where caution is needed: ⚠ Dominance measures relative not absolute strength ⚠ A bounce does not confirm a sustained trend ❌ Emotional framing replaces a clear trigger https://twitter.com/i/web/status/2021123307706143102 https://twitter.com/i/web/status/2021123307706143102"
X Link 2026-02-10T07:25Z [---] followers, [--] engagements
"@AshCrypto The bill is valuable for clarity and long term structure but it won't stop so called manipulation. Markets move on liquidity leverage macro and behavior. Regulation sets rules not price"
X Link 2026-02-10T07:36Z [---] followers, [---] engagements
"@cryptorover Seasonality helps but this chart also shows where patterns failed like last years expected Q4 bull run. What always happened before has already broken multiple times as market structure and macro changed"
X Link 2026-02-10T07:54Z [---] followers, [---] engagements
"@CryptoNobler This post recycles old China FUD uses a fabricated chart and stacks unrelated claims into one panic story. There is no new ban no forced liquidation and no $1T liquidity event. Fear is the product here not information"
X Link 2026-02-10T08:07Z [---] followers, [--] engagements
"Some context: This is about a miner reallocating capital not a market wide signal using Bitcoin sales to clean up balance sheet risk while shifting its business model. What it implies: ✅ Debt reduction takes priority over holding BTC ✅ Some miners are diversifying away from pure mining ✅ Loan repayment reduces forced selling risk later Where caution is needed: ⚠ This reflects one companys situation not the sector ⚠ Strategic pivots often follow margin pressure ❌ Miner sales do not equal broad market distribution https://twitter.com/i/web/status/2021134433810575606"
X Link 2026-02-10T08:09Z [---] followers, [---] engagements
"Some context: This is about governments exploring their own digital money similar to cash in an app but fully controlled by central banks. What it implies: ✅ Payments could become faster and more direct ✅ Governments gain more insight into money flows ✅ New tools for taxes or policy enforcement Where caution is needed: ⚠ Less financial privacy than cash ⚠ Designs differ widely between countries ❌ This is a long term debate not an immediate rollout https://twitter.com/i/web/status/2021139043459781077 https://twitter.com/i/web/status/2021139043459781077"
X Link 2026-02-10T08:27Z [---] followers, [---] engagements
"@0xChainMind Weve seen this movie before. BTC dominance and ETH/BTC alone dont confirm an altseason. Dominance is structurally different now and ETH outperforming doesnt mean broad alt strength. Patterns dont trigger cycles liquidity and breadth do"
X Link 2026-02-10T08:38Z [---] followers, [--] engagements
"@CoinMarketCap Potential impact for crypto: 🔹A huge retail on ramp if assets ever get integrated. 🔹Fintech first crypto later. 🔹UX and audience matter more than ideology. For now: signal not confirmation"
X Link 2026-02-10T09:49Z [---] followers, [---] engagements
"@CryptosR_Us 🔸Nayib Bukele: So quick question president Trump. Do you DCA every day or do you just announce it 🔹Donald Trump: Every day No. But when I buy its the best buy. Tremendous timing"
X Link 2026-02-10T09:54Z [---] followers, [--] engagements
"Daily Context Drop 👇 Todays meeting on the Clarity Act matters but not for the reason many expect. Clear rules help define who regulates what reduce legal uncertainty and make institutional participation easier over time. What it wont do is stop manipulation. Most price moves people label as manipulation are the result of liquidity gaps leverage unwinds macro shifts and human behavior reacting under pressure. Regulation can set boundaries and oversight but it doesnt smooth volatility or control outcomes. Markets dont become calm because rules exist. They become stable when liquidity deepens"
X Link 2026-02-10T14:00Z [---] followers, [--] engagements
"Bitcoin walks into a Clarity Act meeting. Until tomorrow 👋 #Bitcoin #ClarityAct #CryptoPolicy #AccessVsTrust #MarketStructure"
X Link 2026-02-10T14:00Z [---] followers, [---] engagements
"@intocryptoverse I agree with the pattern but this cycle felt different. Historically Q4 tops come with euphoria. This time there was no real blow off no broad frenzy. Narratives follow price yes. But euphoria usually does too and that part was missing. Thats what makes this feel unfinished"
X Link 2026-02-10T16:27Z [---] followers, [---] engagements
"In the video Bill Miller lays out a coherent case: miner cost liquidity swing and onchain loss metrics all clustering around 60k. Why that matters: Below miner cash cost weaker miners tend to capitulate reducing marginal sell pressure A sharp swing in Fed liquidity changes the macro backdrop Bitcoin trades on Historically bottoms often form when more supply is at a loss than in profit That convergence makes 60k a reasonable candidate for a bottom not a confirmed one. https://twitter.com/i/web/status/2021262020855656471 https://twitter.com/i/web/status/2021262020855656471"
X Link 2026-02-10T16:36Z [---] followers, [---] engagements
"@coinbureau AI rotation explains some of the flow behavior. But crypto underperformance is also about structure regulation and liquidity. Its not a single trade handoff. Outperformance returns when liquidity broadens and conviction rebuilds"
X Link 2026-02-10T16:41Z [---] followers, [--] engagements
"@cryptofergani Yes two MAs crossed but on a constructed market cap index with custom settings. Thats illustration not confirmation"
X Link 2026-02-10T16:56Z [---] followers, [---] engagements
"@LarkDavis 15% growth stealth QE rate cuts Donald Trump really does like to think big. Very big. Possibly the biggest"
X Link 2026-02-10T17:00Z [---] followers, [--] engagements
"@AltcoinDaily What Michael Saylor is really saying in the video isnt a price target but a frame. 🟠Dont obsess over the next [--] months. 🟠Compare Bitcoin to the benchmark that actually matters. 🟠Bitcoin compounds at 23x the S&P over a full cycle. The rest is noise"
X Link 2026-02-10T19:57Z [---] followers, [----] engagements
"Calling deflation a major risk here is a stretch. Whats actually happening: 👉Truflation 0.7% reflects real time price momentum cooling. 👉CPI at 2.7% (expected 2.5% this Friday) is still well above deflation. Thats disinflation not deflation. Deflation means broad sustained price declines and collapsing demand. Were not there. Rate cuts can be debated. https://twitter.com/i/web/status/2021313426643902719 https://twitter.com/i/web/status/2021313426643902719"
X Link 2026-02-10T20:00Z [---] followers, [---] engagements
"@SeongWooIQ300 According to your post yesterday BTC would never go below 70K. Well that lasted a day. When never again keeps getting updated its not conviction its revision. Markets dont care about confidence caps. They care about liquidity positioning and time"
X Link 2026-02-10T20:09Z [---] followers, [----] engagements
"@CoinMarketCap Cathie Wood tends to rebalance into strength and trim oversized winners. Buying Bullish after a spike and trimming Coinbase signals risk sizing and rotation. In other words portfolio management"
X Link 2026-02-10T20:11Z [---] followers, [---] engagements
"@coinbureau 🔹Short term buyer: 'Bitcoin is down should I sell' 🔸Michael Saylor: 'We buy every quarter' 🔹Short term buyer: 'But the chart.' 🔸MichaelSaylor: 'I use a calendar'"
X Link 2026-02-10T20:17Z [---] followers, [---] engagements
"@CoinDesk @rajachak75 @StellarOrg @consensus_hk @Hex_Trust That growth is significant but context matters. This isnt about numbers. Its about direction. When traditional assets quietly move on chain it signals experimentation turning into infrastructure. Still small at sovereign scale. But big at the structural level"
X Link 2026-02-11T05:21Z [---] followers, [--] engagements
"When governments start using the term machine economy its worth listening. This isnt about tokens. Its about building coordination layers for autonomous systems where AI agents can hold and transfer value on chain. Still early. Still theoretical. But narratives tend to become roadmaps. https://twitter.com/i/web/status/2021456086948077967 https://twitter.com/i/web/status/2021456086948077967"
X Link 2026-02-11T05:27Z [---] followers, [--] engagements
"To me money moving on chain isnt the headline. Institutions deciding where to route it is. When payment firms shift focus from bank APIs to public rails thats a structural change. The question isnt whether Solana is fast. It is. The question is whether it becomes institutional plumbing or just another venue. https://twitter.com/i/web/status/2021456602855796830 https://twitter.com/i/web/status/2021456602855796830"
X Link 2026-02-11T05:29Z [---] followers, [--] engagements
"The market doesnt break people financially first. It breaks their narrative. #MarketPsychology #InvestorMindset #BehavioralFinance #CryptoThoughts #RiskManagement"
X Link 2026-02-11T08:00Z [---] followers, [--] engagements
"@TrendingBitcoin A U.S. strategic Bitcoin reserve is possible but it is not close to reality yet despite growing interest in Washington. It would require legislation political consensus funding and clear custody rules. None of that is currently in place"
X Link 2026-02-11T08:12Z [---] followers, [---] engagements
"@JesseCohenInv Lets slow down a bit. A 3.3% hiring rate shows the job market is cooling but one data point matching [----] does not equal recession. The Fed looks at the broader picture not just a single chart before reaching for the printer. Fridays CPI will add more context"
X Link 2026-02-11T08:37Z [---] followers, [---] engagements
"2026 could turn out to be a meaningful year for banks stepping into BTC. Its definitely an important signal when a large institution expands access. Still I always smile when the AUM number leads the headline. Assets under management are not the same as assets moving into Bitcoin. https://twitter.com/i/web/status/2021505319692624214 https://twitter.com/i/web/status/2021505319692624214"
X Link 2026-02-11T08:43Z [---] followers, [---] engagements
"@antmillionsbot Thats strong hopium energy. If you see a parabolic move coming share the reasoning. Liquidity trends rate expectations positioning on chain data something measurable. Big statements are easy. Conviction backed by analysis is more interesting"
X Link 2026-02-11T08:45Z [---] followers, [----] engagements
"@WatcherGuru This is exactly what you want to see if you care about real adoption. A major bank integrating Bitcoin and crypto access into its own platform. This is how markets mature. 🔹Not hype. 🔹Not influencers. 🔹Not another token launch. 👉Just adoption"
X Link 2026-02-11T13:50Z [---] followers, [---] engagements
"@Vivek4real_ Hold on. This was posted at 2:29 PM Jan [--] [----] by @PushpendraTech It showed Bitcoin among the most searched tickers on X at that time. But we are a month later. BTC has been in a downtrend. Search interest moves with price. We do not know what that ranking looks like today"
X Link 2026-02-11T14:12Z [---] followers, [---] engagements
"I get the argument. BTC vs gold does look compressed and historically those areas have led to strong reversals. But calling it a matter of days or weeks feels a bit confident. Right now gold is catching safety flows and Bitcoin is still trading more like a risk asset than a hedge. Until liquidity really turns or macro risk eases that relative weakness can persist. Cheap on a long horizon maybe. Guaranteed bounce soon Thats a different claim. https://twitter.com/i/web/status/2021588767341961532 https://twitter.com/i/web/status/2021588767341961532"
X Link 2026-02-11T14:14Z [---] followers, [---] engagements
"@APompliano Thats a big claim. 4.3% unemployment doesnt signal emergency. Were not seeing broad deflation or collapsing demand. Inflation is still above target. Aggressive cuts are for crises not slowdowns. CPI on Friday matters far more than dramatic tick tock posts"
X Link 2026-02-11T14:16Z [---] followers, [---] engagements
"@saylordocs This is financial engineering full stop. Strategy raises capital via equity and convertible debt then buys Bitcoin. If BTC outpaces their cost of capital leverage amplifies gains. If not it amplifies risk just as fast. Risky by design. Profitable so far"
X Link 2026-02-11T14:30Z [---] followers, [---] engagements
"@CoinMarketCap Just a thought: Retail chasing 100x moves built this market. Institutions scaling it may stabilize it. But if volatility compresses and returns normalize does that attract deeper capital or remove the very thing that made crypto magic in the first place"
X Link 2026-02-11T14:38Z [---] followers, [---] engagements
"@MerlijnTrader Apple said think different. Crypto said pay different. Took a while but were here. 👍"
X Link 2026-02-11T15:57Z [---] followers, [----] engagements
"@coinbureau Its ironic. I remember when DeFi was built to bypass institutions and now those same institutions are plugging directly into it. Markets have a way of reshaping the narrative"
X Link 2026-02-11T16:00Z [---] followers, [---] engagements
"@bitget Hopefully my own skills to adapt faster than the cycle think independently and not let headlines dictate my decisions"
X Link 2026-02-11T16:07Z [---] followers, [---] engagements
"@intocryptoverse To me memecoins were that one friend at the party yelling TO THE MOON at [--] AM. Fun. Loud. Absolutely unhinged. But at some point everyone just wants to go home. Some peace. Some quiet. Maybe even structure and predictability. Turns out markets also get hangovers"
X Link 2026-02-11T16:11Z [---] followers, [---] engagements
"@WhaleInsider Basically Mantle now has one of DeFis main money markets integrated. It strengthens the ecosystem but whether it really matters depends on if people actually use it and move real capital not just post about it"
X Link 2026-02-11T16:13Z [---] followers, [--] engagements
"Lets break it down: [--] Tariffs can reduce the deficit by raising revenue from imports. [--] The cost doesnt vanish. Importers pay more businesses pass it on and consumers see higher prices. [--] Growth can slow and inflation can stay elevated. Conclusion: Its a trade off not a free win. https://twitter.com/i/web/status/2021624907046560001 https://twitter.com/i/web/status/2021624907046560001"
X Link 2026-02-11T16:38Z [---] followers, [--] engagements
"@CryptoMichNL I hope youre right but 🔹Liquidity isnt as supportive as post COVID. 🔹Bounces lack strong volume. 🔹Lower highs are still intact. 🔹If support breaks it likely flips to resistance. However 🤞"
X Link 2026-02-11T18:20Z [---] followers, [--] engagements
"@DeFiTracer This is flat-out nonsense. There is no Senate vote scheduled today at 1:30 PM on a $BTC and crypto market bill that will inject $2 trillion into markets. That timing and claim are not coming from any official legislative calendar or credible source"
X Link 2026-02-11T18:29Z [---] followers, [---] engagements
"@3orovik Based on what Please share your framework. Is it technical structure liquidity expectations cycle timing ETF flows macro easing or just gut feeling"
X Link 2026-02-11T18:30Z [---] followers, [--] engagements
"@APompliano Here we go again. Fed will be forced. Assets only go up. Prepare yourself. Slow down. Rate cuts arent bullish by default. Sometimes they come because something is breaking. Liquidity matters but so does why its being added"
X Link 2026-02-11T18:33Z [---] followers, [---] engagements
"@virtualbacon I agree the potential is huge. AI agents + crypto makes a lot of sense. But I still have doubts about real adoption vs narrative hype actual revenue models and how many of these projects survive once the excitement fades"
X Link 2026-02-11T18:34Z [---] followers, [---] engagements
"@coinbureau Vitaliks point feels simple: ETH shouldnt copy what already exists. Lean into privacy tech and reputation systems so AI can operate safely onchain. In other words build the rails instead of chasing the hype. Makes sense"
X Link 2026-02-12T07:23Z [---] followers, [---] engagements
"@Investments_CEO Nobody is printing Bitcoin true. But nobody is forced to buy it either"
X Link 2026-02-12T07:34Z [---] followers, [---] engagements
"@BitcoinJunkies @PeterSchiff Peter Schiff first said BTC would crash to $10K in March [----]. After that Bitcoin went on to hit $126K. Now hes saying it again. Strangely enough it feels more like a confidence boost than a warning. Curious where we go from here 😉"
X Link 2026-02-12T07:37Z [---] followers, [---] engagements
"@CryptosR_Us What stands out to me isnt just the speed but the wrapper. For years Bitcoin was outside the system. Now the system is packaging it better than anything else. Its ironic. The asset built to bypass Wall Street is now one of its best selling products"
X Link 2026-02-12T07:38Z [---] followers, [---] engagements
"@GordonGekko The curve matches prior cycle structure though those arcs are interpretive. Out of curiosity was feel a deliberate word choice Are we analyzing sentiment here 😉 But seriously if price drops further we could just redraw the curve slightly rounder and it would still fit"
X Link 2026-02-12T07:53Z [---] followers, [--] engagements
"When Bitcoin loses $2k before lunch remember: markets test patience before they reward it. #Bitcoin #CryptoMarkets #MarketPsychology #StayPatient #LongTermThinking"
X Link 2026-02-12T08:00Z [---] followers, [--] engagements
"@jasonpizzino Typical is tricky because some bear market rallies fade and make new lows. Others turn out to be the start of a new cycle. You only know which one it was in hindsight. Until it fails its just a rally. Not automatically a bounce"
X Link 2026-02-12T08:01Z [---] followers, [---] engagements
"@QuintenFrancois I understand the connection youre making. But a lender pausing withdrawals during volatility doesnt automatically prove a major liquidation. There can be liquidity counterparty or risk management reasons behind it. Its something to monitor not confirmation of a whale wipeout"
X Link 2026-02-12T08:03Z [---] followers, [--] engagements
"I respect Tom Lees track record. He usually looks at the bigger macro picture and on that horizon his arguments often make sense. But as the store of value narrative resumes suggests that story automatically comes back. It doesnt. Narratives return when liquidity improves macro turns momentum builds and capital is willing to take risk again. Gold peaking doesnt automatically mean Bitcoin takes the baton. https://twitter.com/i/web/status/2021858960530158024 https://twitter.com/i/web/status/2021858960530158024"
X Link 2026-02-12T08:08Z [---] followers, [--] engagements
"Lets do the math. If you want to retire at [--] and live on $60000 per year using the 4% rule youd need about $1.5 million invested. If you only own [----] BTC Bitcoin would need to hit $150 million per coin to get you there. Even at $40000 per year youre still talking about roughly $100 million per BTC. Inspiring quote. But math keeps us grounded. https://twitter.com/i/web/status/2021859634491842705 https://twitter.com/i/web/status/2021859634491842705"
X Link 2026-02-12T08:11Z [---] followers, [----] engagements
"Some explanation: Right now if someone builds an app on ETH they dont automatically earn when people use it. Users pay network fees but the developer doesnt share in that. This proposal would give a small part of those fees back to the developer. So instead of just launching something and moving on builders would have a reason to keep improving it. In short: If people use your app you benefit too. https://twitter.com/i/web/status/2021861458619851072 https://twitter.com/i/web/status/2021861458619851072"
X Link 2026-02-12T08:18Z [---] followers, [--] engagements
"I get the narrative. It sounds logical. But wheres the hard evidence of a broad rotation Yes there are inflows into crypto infrastructure and AI. But that doesnt mean institutions are dumping tech en masse. Tech is still heavily owned. Crypto allocations are still relatively small. Theres a difference between capital is exploring and capital has fully rotated. https://twitter.com/i/web/status/2021862119591829680 https://twitter.com/i/web/status/2021862119591829680"
X Link 2026-02-12T08:21Z [---] followers, [---] engagements
"@Vivek4real_ Small nuance: this isnt new. El Salvador has effectively had 0% capital gains tax on Bitcoin since the Bitcoin Law took effect in September [----]. So this isnt a sudden shift. Its something thats already been happening for years"
X Link 2026-02-12T08:24Z [---] followers, [---] engagements
"@cryptorover Billions could be liquidated sounds dramatic but its potential liquidity potential energy not destiny. Liquidation maps show crowded leverage not guaranteed direction. Bears arent in control just because longs sit lower. Levels are fuel. Price still needs a push"
X Link 2026-02-12T09:46Z [---] followers, [---] engagements
"@CoinMarketCap Just a thought: This feels bigger than crypto. If AI agents can hold and move value natively that changes digital commerce. At that point crypto stops being a trade and starts being infrastructure"
X Link 2026-02-12T10:10Z [---] followers, [--] engagements
"@hajiyev_rashad Careful with that conclusion. Miners holding up better than the metal doesnt automatically mean silver is about to move higher. Theyre operating businesses with margins hedging cost structures and equity flows that dont move 1:1 with spot price"
X Link 2026-02-12T10:12Z [---] followers, [---] engagements
"@CoinMarketCap Those are clear exhaustion signals no doubt. But real bottoms usually need more than extreme readings. You want to see steady demand step in not just shorts getting squeezed. These signals can mark a turning point but they also appear mid trend. Time will tell"
X Link 2026-02-12T11:17Z [---] followers, [---] engagements
"@CoinMarketCap Its a reasonable thesis. Privacy is a real narrative and tighter regulation could push some capital toward privacy coins. Smaller caps move faster. But 510% of Bitcoins capital is a major shift. That needs real demand and regulatory room. Possible Yes. Inevitable No"
X Link 2026-02-12T12:26Z [---] followers, [--] engagements
"@coinbureau Curious about Fridays CPI. If it comes in below 2.5% rate cuts become more likely in my view. But even then no rush. The Fed will want consistent disinflation not one friendly print. Jobs are still firm. One data point wont force their hand"
X Link 2026-02-12T12:28Z [---] followers, [---] engagements
"@EvanLuthra At 40x leverage He might not know anything. Except where the liquidation button lives"
X Link 2026-02-12T12:29Z [---] followers, [---] engagements
"Always good to mention the $2.6T AUM in case we missed it. 😉 Whats interesting is the scope. One tokenized bill doesnt mean the balance sheet is moving to Solana. Its a controlled efficiency test. The real signal will show in the future through repetition scale and daily integration. https://twitter.com/i/web/status/2021926374370377972 https://twitter.com/i/web/status/2021926374370377972"
X Link 2026-02-12T12:36Z [---] followers, [---] engagements
"@coinbureau This is interesting It's not a random token or crypto project its government bonds. If the UK is testing blockchain for sovereign debt thats core financial infrastructure. Still a pilot but you dont test this unless you see potential"
X Link 2026-02-12T12:40Z [---] followers, [---] engagements
"Congratulations Ethereum.🎉 On this day exactly [--] years ago ETH became the #2 crypto by market cap. It passed Litecoin and XRP and the market started to see it as more than an experiment. An early signal that smart contracts were here to stay. #Ethereum #ETH #SmartContracts #CryptoHistory #OnThisDay #MarketCap #SmartContracts https://twitter.com/i/web/status/2021936473411371233 https://twitter.com/i/web/status/2021936473411371233"
X Link 2026-02-12T13:16Z [---] followers, [--] engagements
"@CryptoNobler What doesnt look good is this post. 🔹Trump insider and 100% win rate with zero names or proof. 🔹A random screenshot with no exchange wallet or timestamp isnt evidence. 🔹Fear + urgency + Fed meeting = engagement bait. Thats not analysis. Its narrative engineering"
X Link 2026-02-12T13:29Z [---] followers, [----] engagements
"@AshCrypto 227k vs 222k isnt a shock. Claims actually fell 5k from last week. The [--] week average ticked up but insured unemployment held at 1.2%. This suggests gradual cooling not deterioration. For the Fed this is just one data point not a policy changer"
X Link 2026-02-12T13:37Z [---] followers, [----] engagements
"Concern: When Finance Becomes Entertainment🤔 I understand the upside. Distribution plus fintech rails is powerful. 🔹But Gen Z already lives inside dopamine loops short form content and constant feedback. If finance is designed the same way money risks becoming entertainment. 🔹Wealth building requires patience friction and long term thinking. Engagement driven design rewards the opposite. 👉My concern is simple: are we building investors or just more active users And what are we actually doing to make sure its the first https://twitter.com/i/web/status/2021947398575006060"
X Link 2026-02-12T14:00Z [---] followers, [---] engagements
"@CoinMarketCap Definitely a step forward. I still struggle a bit because crypto started as an alternative for people not just another financial instrument. But thats just me adjusting to reality. Regulation and derivatives do signal maturity and protection.👍"
X Link 2026-02-12T16:01Z [---] followers, [---] engagements
"Its always interesting how we mention AUM as if capital automatically equals truth. Big balance sheet sure. But ideas dont become right because theyre large. And [--] governments mining Thats the part thats actually wild. Not retail. Not startups. States quietly hedging in code. https://twitter.com/i/web/status/2021979568244981999 https://twitter.com/i/web/status/2021979568244981999"
X Link 2026-02-12T16:07Z [---] followers, [---] engagements
"@hajiyev_rashad Maybe buyers will step in. Sharp drops often attract dip buyers liquidations reset positioning and technical traders eye prior support. But lets be real thats still speculation. Sometimes buyers step in. Sometimes its distribution. Liquidity decides not expectations"
X Link 2026-02-12T17:29Z [---] followers, [---] engagements
"@antmillionsbot Okay BTC is hovering around 66K for now Ill give you that. But lets not forget: markets have a habit of humbling absolute statements. Its not wise to claim something that can be invalidated by one candle"
X Link 2026-02-12T17:40Z [---] followers, [---] engagements
"@AshCrypto Risk off days happen. When liquidity tightens correlations rise and crypto rarely escapes that. But some of those data points feel overstated and this is a partial shutdown not a full stop of government"
X Link 2026-02-12T18:51Z [---] followers, [---] engagements
"This doesnt really hold up. Short-term strength in ETH or alts doesnt define a market regime or prove a super cycle. Markets move on liquidity positioning and macro; not narratives. And calling people sissies for de-risking misses the point. Risk management isnt weakness. Its how you stay in the game. https://twitter.com/i/web/status/2020182852516602361 https://twitter.com/i/web/status/2020182852516602361"
X Link 2026-02-07T17:08Z [---] followers, [---] engagements
"@saylordocs 🔹Larry Fink: Stay invested through every cycle. 🔸Bitcoin: I do. Humans are the variable"
X Link 2026-02-09T09:57Z [---] followers, [---] engagements
"@pete_rizzo_ Buying more than miners produce sounds dramatic but with millions of BTC still sitting on exchanges supply shock is a bit early. Scarcity needs empty shelves not just big shopping carts"
X Link 2026-02-10T07:47Z [---] followers, [---] engagements
"@AshCrypto Ohhh of course. It was never a double top. It was a MacD setup all along with a crossover between the golden arches and the red candles"
X Link 2026-02-11T18:38Z [---] followers, [---] engagements
"Small nuance here: This wasnt the Swiss National Bank announcing a Bitcoin reserve. At the April [----] annual meeting crypto advocates and campaigners urged the SNB to consider adding BTC to its reserves alongside gold. So its a proposal from outside groups not a central bank decision. https://twitter.com/i/web/status/2021863583747805551 https://twitter.com/i/web/status/2021863583747805551"
X Link 2026-02-12T08:26Z [---] followers, [----] engagements
"Bitcoin walks into a Cut Rates Now meeting Until tomorrow 👋 #FedWatch #CPIFriday #RateCutDebate #MacroMatters #MacroCycle"
X Link 2026-02-12T14:00Z [---] followers, [--] engagements
"@CoinMarketCap 🔹Flip Ethereum Possible. Stablecoins grow with usage liquidity and trading volume. Cycles and regulation can shift that balance. 🔸Flip Bitcoin Only if Bitcoins role as a scarce reserve asset weakens or fiat dominance fully reasserts itself"
X Link 2026-02-13T07:03Z [---] followers, [--] engagements
"@WhaleInsider Some context: Rolling back metal tariffs would ease input costs for manufacturers which can trickle into lower prices for cars appliances and construction. Its also political. Even a small dip in inflation helps the narrative that policy is working ahead of elections"
X Link 2026-02-13T07:09Z [---] followers, [----] engagements
"Important context: The US has full trade agreements with about [--] countries out of nearly [---] worldwide. Most global trade happens without structured tariff framework. So a deal like this isn't routine. It signals strategic alignment supply chain positioning and geopolitical intent not just lower tariffs. https://twitter.com/i/web/status/2022208044935917720 https://twitter.com/i/web/status/2022208044935917720"
X Link 2026-02-13T07:15Z [---] followers, [---] engagements
"@Vivek4real_ Where things stand: 🔹Passed the House in [----] 🔹Now with the Senate Banking Committee 🔹Key debate: stablecoin rules and regulatory scope Next steps: 🔸Committee vote likely Q1Q2 [----] 🔸Full Senate vote after 🔸If passed to Trumps desk later in 2026"
X Link 2026-02-13T07:18Z [---] followers, [----] engagements
"@business 🔹For companies confidential IPO filings reduce pressure. They can test the waters and adjust timing without public scrutiny. 🔸For investors its mixed. Potentially better prepared listings but less early transparency"
X Link 2026-02-13T07:34Z [---] followers, [---] engagements
"@pete_rizzo_ Some context: Kazakhstan isnt simply selling gold to buy Bitcoin outright. The plan is to allocate around $350M to a state managed crypto reserve likely via funds and seized assets. Thats strategic exposure not a direct nation buying the dip headline"
X Link 2026-02-13T07:50Z [---] followers, [---] engagements
"@Bitcoin_Teddy There is no official executive order backing this up. A change to capital gains tax would require Congress not just a presidential signature. Looks more like a viral joke than actual policy. Always worth checking the source before celebrating"
X Link 2026-02-13T07:57Z [---] followers, [---] engagements
"The wider the price targets the clearer it becomes: nobody actually knows. #Bitcoin #Crypto #Markets #PriceAction #Volatility"
X Link 2026-02-13T08:00Z [---] followers, [--] engagements
"@hajiyev_rashad Higher low For now. Confirmed right shoulder Not yet. Temporary bounce before a lower low Maybe. Lets not front run the pattern"
X Link 2026-02-13T08:05Z [---] followers, [---] engagements
"About to explode is one of those phrases that sounds exciting but says very little about timing. Cycles rhyme yes. But every cycle also had deep corrections liquidity shifts and macro surprises. 🔹Explode Maybe. 🔹Chop sideways for months first Also very possible. Just dont forget turbulence is part of the flight. https://twitter.com/i/web/status/2022222228360774065 https://twitter.com/i/web/status/2022222228360774065"
X Link 2026-02-13T08:12Z [---] followers, [---] engagements
"@coinbureau Bhutan actively mines BTC so periodic transfers to liquidity providers often mean profit taking rebalancing or funding government expenses. [---] BTC isnt a policy shift. Its small relative to their holdings of estimate [--] [---] BT"
X Link 2026-02-13T09:38Z [---] followers, [--] engagements
"@cryptogoos Not really that unusual. In liquidity driven phases BTC often trades like a high beta tech stock. Both are sensitive to liquidity and rates. When risk appetite rises both move. When it fades both correct. That does not redefine what BTC is. It reflects the current macro regime"
X Link 2026-02-13T10:02Z [---] followers, [--] engagements
"@saylordocs This feels a bit dramatic. Banks lobby. Crypto companies lobby. Thats how policy works. Financial control shifting to the people sounds powerful but legislation is usually about regulation compliance and market structure. Just politics and incentives"
X Link 2026-02-13T10:33Z [---] followers, [---] engagements
"I get her angle. 🔹If inflation rises people look for scarce assets. 🔹If AI causes deflation by making everything cheaper capital may still look for something outside the system. So BTC becomes a hedge against monetary uncertainty itself. The question is whether it truly works in both regimes. https://twitter.com/i/web/status/2022295353580560458 https://twitter.com/i/web/status/2022295353580560458"
X Link 2026-02-13T13:02Z [---] followers, [---] engagements
"@MerlijnTrader Reserves are trending lower yes. But 16M ETH is still roughly 26B USD sitting on exchanges. Thats not disappearing supply. Context matters. Declining reserves are constructive long term not an instant squeeze button"
X Link 2026-02-13T13:07Z [---] followers, [--] engagements
"@cryptogoos So basically: 🔹SaaS is afraid AI will replace their code. 🔸Bitcoin is afraid AI will replace math. Meanwhile AI is just trying to autocomplete emails without hallucinating a lawsuit. Exciting times indeed. 😉"
X Link 2026-02-14T07:12Z [---] followers, [--] engagements
"@elliotwave_org Some context: An ETF holds Bitcoin on behalf of investors. When investors sell their ETF shares the fund sells some Bitcoin to match. So its not BlackRock making a big decision. Its just clients moving in or out. And $9.4M at that size That's barely noticeable"
X Link 2026-02-14T07:21Z [---] followers, [--] engagements
"@Investments_CEO Jack Dorsey made these comments at the Bitcoin [----] conference in Miami. 🔹BTC reducing reliance on banks Thats a fair debate 🔹BTC fully replacing banks Thats a stretch because credit compliance custody and lending dont disappear just because money becomes digital"
X Link 2026-02-14T07:25Z [---] followers, [---] engagements
"@GordonGekko Looks clean. Feels convincing. But as far as I know theres no serious research validating a prime cycle model like this. Its mostly pattern fitting after the fact. Useful as a narrative Maybe. Predictive Thats a much higher bar"
X Link 2026-02-14T08:57Z [---] followers, [---] engagements
"@saylordocs 🔹Michael: If its not going to zero its going to a million. 🔸Bitcoin: Actually I prefer confusing everyone in the middle for a few more years"
X Link 2026-02-14T09:04Z [---] followers, [---] engagements
"@AshCrypto Unpopular view: That trendline has been there for years. If it breaks its a structural shift in ETH/BTC. If it doesnt its just another lower high in a long downtrend. Calling biggest AltSeason before confirmation is a bit premature. Let it actually break first"
X Link 2026-02-15T13:43Z [---] followers, [---] engagements
"@WatcherGuru Lets slow down. The US Treasury has allowed voluntary Gifts to Reduce the Public Debt since [----]. Its not new and not a crisis move. The amounts donated are tiny compared to $38T in debt. It's a symbolic gesture with no macro impact"
X Link 2026-02-15T14:38Z [---] followers, [----] engagements
"@Bitcoin_Teddy It always sounds simple when you ignore the path. You dont repay a loan with a [--] year projection. You repay it monthly in real life with income that may or may not be stable. BTC might go to 500K. It might also spend [--] years under your entry"
X Link 2026-02-15T17:11Z [---] followers, [----] engagements
"Strong metrics no doubt. Solana has built real activity and staying online for two years straight matters. All credit to them. But internet capital markets is a big statement. Users and volume are one thing. Long term trust decentralization and resilience under real stress are another. https://twitter.com/i/web/status/2021504457121419739 https://twitter.com/i/web/status/2021504457121419739"
X Link 2026-02-11T08:39Z [---] followers, [---] engagements
"When people say accumulator demand is going vertical they usually mean long term wallets are buying aggressively and not selling. In simple terms coins are moving from traders to holders. That can tighten available supply and support price. In other words it leans bullish. But its still behavior data and behavior can change quickly. https://twitter.com/i/web/status/2022213456254951775 https://twitter.com/i/web/status/2022213456254951775"
X Link 2026-02-13T07:37Z [---] followers, [---] engagements
"@MerlijnTrader $3.5B added in January is notable. But theres still 2.47M BTC on exchanges. At $66K thats about $163B in available supply. Supply shock Maybe. But liquidity hasnt disappeared"
X Link 2026-02-13T08:09Z [---] followers, [--] engagements
"@hajiyev_rashad I wouldnt call that outright bullish. That monthly candle looks more like a spinning top or high wave candle. Small body long wicks on both sides. Thats indecision after a strong run not the kind of clean breakout that confirms a strong bullish continuation"
X Link 2026-02-13T10:08Z [---] followers, [----] engagements
"@CoinMarketCap To me this feels less like a rotation away from BTC and more like smart diversification. AI data centers use the same core advantage miners have: cheap power and infrastructure. If mining margins tighten AI becomes an extra revenue stream. Just business"
X Link 2026-02-13T10:10Z [---] followers, [--] engagements
"@AshCrypto Lets slow down. Russia moving back to the US dollar was based on a memo reportedly seen by Bloomberg a document about exploring settlement options not a signed structural shift in global currency flows. Big difference. One memo doesn't end the the dollarization narrative"
X Link 2026-02-13T10:24Z [---] followers, [---] engagements
"Daily Context Drop 👇 We often see posts on X that start by mentioning AUM the Assets Under Management. Its the total capital a firm oversees on behalf of clients. Think of $14T BlackRock or $12T Vanguard. As if capital automatically equals truth. Large institutions do carry experience research teams and market access. That matters. Scale brings perspective. But scale validates ideas more often than it creates them. 🔹Google started in a garage. 🔹Apple started in a garage. 🔹Microsoft started in a small room with a big idea. Capital tends to validate. Innovation tends to originate elsewhere."
X Link 2026-02-13T12:00Z [---] followers, [--] engagements
"@TrendingBitcoin Some context: This is a fund adding shares of a company that holds a lot of BTC. Thats indirect exposure through equity not a government decision to accumulate Bitcoin itself. Big difference. Its portfolio management not a national policy shift nor the US buying crypto"
X Link 2026-02-13T13:10Z [---] followers, [---] engagements
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