[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @MMSniperSol Malaton Markets Guy Malaton Markets Guy posts on X about liquidity, bitcoin, $btc, $gp the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1813517059944222720/interactions)  - X Week XXXXXX +499% - X Month XXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1813517059944222720/posts_active)  - X Week X -XX% - X Month XX -XXXX% ### Followers: XXX [#](/creator/twitter::1813517059944222720/followers)  - X Week XXX +152% - X Month XXX +237% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1813517059944222720/influencer_rank)  ### Social Influence **Social category influence** [cryptocurrencies](/list/cryptocurrencies) XXXXX% [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXXX% [countries](/list/countries) XXX% [automotive brands](/list/automotive-brands) XXX% **Social topic influence** [liquidity](/topic/liquidity) #672, [bitcoin](/topic/bitcoin) #2707, [$btc](/topic/$btc) #1081, [$gp](/topic/$gp) #2, [crypto](/topic/crypto) 11.11%, [exchanges](/topic/exchanges) #576, [macro](/topic/macro) 11.11%, [$crypto](/topic/$crypto) 7.41%, [sentiment](/topic/sentiment) 7.41%, [longterm](/topic/longterm) #577 **Top accounts mentioned or mentioned by** [@graphiteproto](/creator/undefined) [@worldlibertyfi](/creator/undefined) [@bonkfun](/creator/undefined) [@solporttom](/creator/undefined) [@tacticalv443](/creator/undefined) [@xwhite_bull](/creator/undefined) [@livebonk](/creator/undefined) [@business](/creator/undefined) [@xwhitebull](/creator/undefined) [@calebsol](/creator/undefined) [@blackrock](/creator/undefined) [@kevinolearytv](/creator/undefined) [@jpmorgan](/creator/undefined) [@saylor](/creator/undefined) [@iiicapital](/creator/undefined) [@str0ngl4nd](/creator/undefined) [@mygee04](/creator/undefined) [@zodxyze](/creator/undefined) [@great_martis](/creator/undefined) [@aaronbulmer](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Nexus ASA (GP)](/topic/$gp) [Index Cooperative (INDEX)](/topic/$index) [BlackRock Inc (BLK)](/topic/blackrock) [Strategy (MSTR)](/topic/$mstr) [GammaSwap (GS)](/topic/$gs) [Ethereum (ETH)](/topic/$eth) [Solana (SOL)](/topic/$sol) [World Liberty Financial (WLFI)](/topic/$wlfi) [SPS Commerce, Inc. (SPSC)](/topic/$spsc) ### Top Social Posts Top posts by engagements in the last XX hours "🚨UPDATE: Markets are setting up for a major shift. #Fed cuts are now almost fully priced in stocks are pushing back to ATHs and year-end positioning is forcing underweight investors to chase risk. #Japan adds volatility to global bonds #China is stabilizing on better data and liquidity conditions are quietly improving again. This combination is exactly what fuels the next leg in #crypto: Fed easing cheaper dollar liquidity global equities risk-on capital flows out the risk curve USD softness $BTC & $ETH historically outperform structural #ETF inflows still steady Everyones staring at noise" [X Link](https://x.com/MMSniperSol/status/1997965189157634246) 2025-12-08T09:43Z XXX followers, XXX engagements "I will keep buying $gp all day long with treasury assets MC. Most dont realize the potential of this company and @SolportTom. Close to $70mm rev under its umbrella so far $9mm in buybacks millions given out in rewards from launches and team non stop working on new products + looking at acquisitions. Adrena didnt work out but many reaching out and team looking at strategic opportunities. @GraphiteProto is working with a strategic partnership with @worldlibertyfi owns XX% of @bonkfun owns @LiveBonk and wont stop there. Many RWA cases to come. Markets can be irrational i welcome it and keep" [X Link](https://x.com/MMSniperSol/status/1995606561889169686) 2025-12-01T21:30Z XXX followers, 2719 engagements "Bloomberg @business just dropped a wild datapoint: While $btc is down X% YTD the broader $crypto infrastructure $index (mining payments exchanges stablecoins tokenization) is up 64%. The ecosystem is outperforming the asset. This is what happens when crypto shifts from speculative trade foundational financial rails. Stablecoins exploding. Tokenization accelerating. Regulation maturing. Correlation to BTC falling. The market is quietly telling you where the real long-term opportunity is: Infrastructure projects (check my previous posts on @GraphiteProto $gp). The pipes not the narratives." [X Link](https://x.com/MMSniperSol/status/1997321832345563581) 2025-12-06T15:06Z XXX followers, XXX engagements "People shouting no altseason at the exact moment capitulation metrics spike are usually the same ones who FOMO in XX% higher. Markets bottom when sentiment collapses not when timelines get euphoric. Global liquidity is quietly turning back up ETFs are still absorbing supply and most retail is over-leveraged and blown out. These are the conditions where asymmetric moves happen not when everyone feels bullish but when nobody believes anymore" [X Link](https://x.com/MMSniperSol/status/1997811829293097254) 2025-12-07T23:33Z XXX followers, XX engagements "Everyone fixates on CME gaps like theyre gravity. Meanwhile the real driver right now is liquidity not a $XXX imbalance on a weekend chart. When funding resets flows rotate back in and were heading into a Fed easing cycle gaps get filled up just as often as down. If that CME box gets tapped itll be because volatility is expanding not because Bitcoin must obey a gap from traditional markets. Macro micro gaps" [X Link](https://x.com/MMSniperSol/status/1997971947691401494) 2025-12-08T10:10Z XXX followers, XXX engagements "@xWhite_Bull And above all smart treasury management. Keep building looking at acquisitions not randomly pumping. Focus on revenue rest comes naturally The kind of project i bet big on" [X Link](https://x.com/MMSniperSol/status/1997002459953111136) 2025-12-05T17:57Z XXX followers, XXX engagements "@CalebSol Why buy single memecoins that only lasy 24h as you say when you can buy a stake in the engine behind it all that benefits with the whole ecosystem @GraphiteProto $gp is the answer" [X Link](https://x.com/MMSniperSol/status/1997070271853789629) 2025-12-05T22:27Z XXX followers, XXX engagements "Wild days in the markets. $btc pukes. Alts bleeding everywhere. Sentiment flips bearish in XX minutes. But zoom out. We literally just heard one of the most important statements ever made by TradFi about $crypto. Larry Fink @BlackRock CEO said the global financial system is undergoing a seismic transformation with Bitcoin now playing a central strategic role. Let that sink in. This isnt $CT cope. This isnt a $meme. This is the biggest asset manager on Earth the same guys who manage over $XX trillion saying: 👉 Sovereign wealth funds are accumulating Bitcoin 👉 Theyre buying at $120k $100k" [X Link](https://x.com/MMSniperSol/status/1997087601426051283) 2025-12-05T23:36Z XXX followers, XXX engagements "@kevinolearytv Funny how every cycle people say only BTC & ETH will survive then the real builders print 50100x while the boomers are still talking about compliance" [X Link](https://x.com/MMSniperSol/status/1997089815192387968) 2025-12-05T23:44Z XXX followers, XXX engagements "@jpmorgan just dropped a massive $btc signal and most people will ignore it. Their latest note basically says this: 👉 MicroStrategys resilience is now one of the KEY drivers of BTCs near-term direction. Why Their EV-to-BTC ratio is holding above X Their modeled BTC production cost dropped to $90k Miners are stressed but $MSTR keeps absorbing supply They now have $1.44B in cash reducing forced-sale risk $MSCI exclusion fears Mostly priced in And then $JPM threw the real bomb: 👉 Volatility-adjusted fair value for BTC = $170000 in the next XXX months. Yes JPMorgan. Targeting 170k. While retail" [X Link](https://x.com/MMSniperSol/status/1997094896352543130) 2025-12-06T00:05Z XXX followers, XX engagements "@saylor just dropped $963M on #Bitcoin his largest buy since July while everyone is screaming bear market. He bought 10624 $BTC at 90.6K below spot funded by equity issuance and a fresh $1.4B reserve. Meanwhile: #Fed odds show a XX% chance of a rate cut this week Global liquidity is turning up #Japans bond volatility hasnt triggered a carry-unwind Institutions (#Harvard SWFs banks) are allocating quietly Retail is in maximum fear but the smartest capital is buying size into weakness. This is exactly how major cycle legs begin. Most people only understand it X months later" [X Link](https://x.com/MMSniperSol/status/1998077891846824380) 2025-12-08T17:11Z XXX followers, XX engagements "Im a traditional markets guy 10+ years in IB & markets with most of my career at $GS plenty of scars plenty of wins. My portfolio allocation is boring: equities fixed income alternatives and XX% in crypto. But heres the funny part: 👉 My 2nd largest crypto position and the one Im most bullish on long-term isnt $BTC $ETH or $SOL. Its @GraphiteProto $gp And let me tell you why because most people are asleep on this. $Crypto right now is bleeding everywhere. Sentiment is trash. Narratives are dead. Exactly the kind of environment where real opportunities hide. This is literally the same setup" [X Link](https://x.com/MMSniperSol/status/1997000895041585642) 2025-12-05T17:51Z XXX followers, 2644 engagements "Whales arent messing with anyone this is just what happens when liquidity is thin funding resets and everyone is over-leveraged in the same direction. The chop looks crazy on a zoomed-in chart but zoom out and its just BTC redistributing positions before the next leg. Sideways in a high-timeframe uptrend = usually accumulation not games. The only people getting played are the ones trying to scalp noise instead of watching flows" [X Link](https://x.com/MMSniperSol/status/1997932836486082846) 2025-12-08T07:34Z XXX followers, XXX engagements "Funny how every time Bitcoin consolidates everyone suddenly becomes a doomsday analyst. Meanwhile the bigger picture hasnt changed: ETFs unlocked structural flows Institutions + sovereigns are accumulating Liquidity cycles are shifting BTC supply on exchanges keeps trending down Short-term chop danger. Its literally what price has to do before the next expansion. People get fooled by red candles. Pros get positioned" [X Link](https://x.com/MMSniperSol/status/1998249943127982348) 2025-12-09T04:34Z XXX followers, XX engagements "People always call for Bitcoin failure at the exact moments when macro is turning in its favor. BTC doesnt need to liberate the world to succeed it just needs 1.structurally lower real rates 2.rising global liquidity and 3.institutional adoption. All three are happening at the same time. Macro drives Bitcoin more than philosophy ever will. QT is done easing cycles are starting and the biggest pools of capital are still massively under-allocated. Thats why every cycle looks the same: despair disbelief vertical repricing. Bitcoin isnt failing sentiment is. And sentiment always lags liquidity" [X Link](https://x.com/MMSniperSol/status/1998317039572631633) 2025-12-09T09:01Z XXX followers, XX engagements "Couldnt have said it better. Been aping into $GP and already one of the top holders. New Bonk fun season coming with $wlfi behind. Potential here is massive - lets run it back up" [X Link](https://x.com/MMSniperSol/status/1993298023104102818) 2025-11-25T12:37Z XXX followers, 3554 engagements "2018 + 2022 rejections both happened into aggressive tightening: #Fed hiking QT collapsing global liquidity and no #ETF bid. A XX% drawdown of #btc was the path of least resistance. 2025 is the opposite: Global #liquidity is rising not contracting (see chart 👇). Were moving into a rate-cutting cycle + huge fiscal deficits instead of XXX bps of hikes. Spot ETFs + institutions are a structural buyer that didnt exist in 2018/2022. Halving + supply on strong hands changes the flow profile completely. Same trendline different macro. Price action without context is just a scary story" [X Link](https://x.com/MMSniperSol/status/1997724813763178891) 2025-12-07T17:48Z XXX followers, XXX engagements "People keep forcing 2021 patterns onto a completely different market structure. In 2021 there were: no ETFs no daily institutional inflows no sovereign buyers no real spot-driven demand a Fed hiking cycle ahead Today we have the opposite backdrop a spot-driven market with structural bid. You can copy-paste charts but you cant copy-paste liquidity conditions" [X Link](https://x.com/MMSniperSol/status/1997872243427160260) 2025-12-08T03:33Z XXX followers, XXX engagements "These on-chain models are useful but people forget BTC only really respects these levels when liquidity dries up. Right now: ETFs are still pulling in spot demand supply on exchanges is at multi-year lows long-term holders are still near ATH supply global liquidity hasnt even turned back up yet So yes Realized Price can act as support in deep corrections but were nowhere near the kind of liquidity stress that would send BTC to $56k. Flows models. With structural buyers in the market for the first time ever BTC tends to front-run these support levels rather than crash into them" [X Link](https://x.com/MMSniperSol/status/1997962812845383955) 2025-12-08T09:33Z XXX followers, XXX engagements "160170K is exactly where the macro + on-chain curves converge. People keep forgetting: BTC has never topped before global liquidity peaked and were not even close. Spot ETFs still absorbing supply leverage washed out institutions quietly scaling in Fed easing cycle starting If anything these targets look conservative" [X Link](https://x.com/MMSniperSol/status/1997998726082593170) 2025-12-08T11:56Z XXX followers, XXX engagements "This is exactly what people underestimate. Retail is scared of a XX% swing while sovereign wealth funds banks and institutional allocators are literally doing due diligence on BTC as a strategic reserve asset. When the big money rotates its never on the green days its during volatility clean positioning and peak fear. This cycle will be driven by sovereign demand not retail hype" [X Link](https://x.com/MMSniperSol/status/1998008374621806912) 2025-12-08T12:34Z XXX followers, XX engagements "Because BTC isnt a small-cap memecoin anymore. It trades in a deep global institutional market. 10000 BTC sounds huge but daily BTC liquidity across spot perps ETFs and dark pools is billions. MicroStrategy isnt moving price derivatives and global liquidity flows are. Welcome to big-boy asset class dynamics" [X Link](https://x.com/MMSniperSol/status/1998301349247664513) 2025-12-09T07:59Z XXX followers, XX engagements "Yes people use fiat to buy Bitcoin just like people used horses before cars and copper wires before the internet. Adoption always starts inside the old system before it replaces parts of it. The real point of BTC isnt fiat is trash its that fiat is structurally designed to lose value while Bitcoin isnt. X. Fiat supply expands at the discretion of central banks X. Bitcoin supply is fixed predictable and non-dilutable X. Over any multi-cycle horizon value flows from soft assets hard assets People dont HODL to get more fiat. They HODL because the unit of account they earn in is melting and BTC" [X Link](https://x.com/MMSniperSol/status/1998332034540835271) 2025-12-09T10:00Z XXX followers, XXX engagements "BTC vs Gold is actually one of the cleanest macro lenses right now. Gold going parabolic doesnt cap Bitcoin it widens the ceiling because both assets respond to the same driver: falling real yields + liquidity inflection. If BTC is sitting on its 300SMA vs Gold while gold is at ATH thats not a top thats a coiled spring. And the key point you touched on is huge: Even a move to $150175K doesnt break historical extremes in the ratio. That tells you this cycle isnt stretched its underdeveloped. The market is still pricing Bitcoin like a high-beta version of gold not like a structurally rising" [X Link](https://x.com/MMSniperSol/status/1998346739615486048) 2025-12-09T10:59Z XXX followers, XX engagements "2018 + 2022 rejections both happened into aggressive tightening: Fed hiking QT collapsing global liquidity and no ETF bid. A XX% drawdown was the path of least resistance. 2025 is the opposite: Global liquidity is rising not contracting (see chart 👇). Were moving into a rate-cutting cycle + huge fiscal deficits instead of XXX bps of hikes. Spot ETFs + institutions are a structural buyer that didnt exist in 2018/2022. Halving + supply on strong hands changes the flow profile completely. Same trendline different macro. Price action without context is just a scary story" [X Link](https://x.com/MMSniperSol/status/1997724390121775483) 2025-12-07T17:46Z XXX followers, XXX engagements "@IIICapital Wild how people focus on -$36K from ATH and ignore the real signal: BTC is still 56x higher than three years ago and literally after the harshest tightening cycle in modern history If this is Bitcoin under max macro headwinds imagine it once liquidity actually turns. 🚀" [X Link](https://x.com/MMSniperSol/status/1998350135521157532) 2025-12-09T11:12Z XXX followers, X engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@MMSniperSol Malaton Markets Guy
Malaton Markets Guy posts on X about liquidity, bitcoin, $btc, $gp the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +499%
- X Month XXXXXX -XX%
Mentions: XX #
- X Week X -XX%
- X Month XX -XXXX%
Followers: XXX #
- X Week XXX +152%
- X Month XXX +237%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence cryptocurrencies XXXXX% finance XXXXX% stocks XXXXX% countries XXX% automotive brands XXX%
Social topic influence liquidity #672, bitcoin #2707, $btc #1081, $gp #2, crypto 11.11%, exchanges #576, macro 11.11%, $crypto 7.41%, sentiment 7.41%, longterm #577
Top accounts mentioned or mentioned by @graphiteproto @worldlibertyfi @bonkfun @solporttom @tacticalv443 @xwhite_bull @livebonk @business @xwhitebull @calebsol @blackrock @kevinolearytv @jpmorgan @saylor @iiicapital @str0ngl4nd @mygee04 @zodxyze @great_martis @aaronbulmer
Top assets mentioned Bitcoin (BTC) Nexus ASA (GP) Index Cooperative (INDEX) BlackRock Inc (BLK) Strategy (MSTR) GammaSwap (GS) Ethereum (ETH) Solana (SOL) World Liberty Financial (WLFI) SPS Commerce, Inc. (SPSC)
Top Social Posts
Top posts by engagements in the last XX hours
"🚨UPDATE: Markets are setting up for a major shift. #Fed cuts are now almost fully priced in stocks are pushing back to ATHs and year-end positioning is forcing underweight investors to chase risk. #Japan adds volatility to global bonds #China is stabilizing on better data and liquidity conditions are quietly improving again. This combination is exactly what fuels the next leg in #crypto: Fed easing cheaper dollar liquidity global equities risk-on capital flows out the risk curve USD softness $BTC & $ETH historically outperform structural #ETF inflows still steady Everyones staring at noise"
X Link 2025-12-08T09:43Z XXX followers, XXX engagements
"I will keep buying $gp all day long with treasury assets MC. Most dont realize the potential of this company and @SolportTom. Close to $70mm rev under its umbrella so far $9mm in buybacks millions given out in rewards from launches and team non stop working on new products + looking at acquisitions. Adrena didnt work out but many reaching out and team looking at strategic opportunities. @GraphiteProto is working with a strategic partnership with @worldlibertyfi owns XX% of @bonkfun owns @LiveBonk and wont stop there. Many RWA cases to come. Markets can be irrational i welcome it and keep"
X Link 2025-12-01T21:30Z XXX followers, 2719 engagements
"Bloomberg @business just dropped a wild datapoint: While $btc is down X% YTD the broader $crypto infrastructure $index (mining payments exchanges stablecoins tokenization) is up 64%. The ecosystem is outperforming the asset. This is what happens when crypto shifts from speculative trade foundational financial rails. Stablecoins exploding. Tokenization accelerating. Regulation maturing. Correlation to BTC falling. The market is quietly telling you where the real long-term opportunity is: Infrastructure projects (check my previous posts on @GraphiteProto $gp). The pipes not the narratives."
X Link 2025-12-06T15:06Z XXX followers, XXX engagements
"People shouting no altseason at the exact moment capitulation metrics spike are usually the same ones who FOMO in XX% higher. Markets bottom when sentiment collapses not when timelines get euphoric. Global liquidity is quietly turning back up ETFs are still absorbing supply and most retail is over-leveraged and blown out. These are the conditions where asymmetric moves happen not when everyone feels bullish but when nobody believes anymore"
X Link 2025-12-07T23:33Z XXX followers, XX engagements
"Everyone fixates on CME gaps like theyre gravity. Meanwhile the real driver right now is liquidity not a $XXX imbalance on a weekend chart. When funding resets flows rotate back in and were heading into a Fed easing cycle gaps get filled up just as often as down. If that CME box gets tapped itll be because volatility is expanding not because Bitcoin must obey a gap from traditional markets. Macro micro gaps"
X Link 2025-12-08T10:10Z XXX followers, XXX engagements
"@xWhite_Bull And above all smart treasury management. Keep building looking at acquisitions not randomly pumping. Focus on revenue rest comes naturally The kind of project i bet big on"
X Link 2025-12-05T17:57Z XXX followers, XXX engagements
"@CalebSol Why buy single memecoins that only lasy 24h as you say when you can buy a stake in the engine behind it all that benefits with the whole ecosystem @GraphiteProto $gp is the answer"
X Link 2025-12-05T22:27Z XXX followers, XXX engagements
"Wild days in the markets. $btc pukes. Alts bleeding everywhere. Sentiment flips bearish in XX minutes. But zoom out. We literally just heard one of the most important statements ever made by TradFi about $crypto. Larry Fink @BlackRock CEO said the global financial system is undergoing a seismic transformation with Bitcoin now playing a central strategic role. Let that sink in. This isnt $CT cope. This isnt a $meme. This is the biggest asset manager on Earth the same guys who manage over $XX trillion saying: 👉 Sovereign wealth funds are accumulating Bitcoin 👉 Theyre buying at $120k $100k"
X Link 2025-12-05T23:36Z XXX followers, XXX engagements
"@kevinolearytv Funny how every cycle people say only BTC & ETH will survive then the real builders print 50100x while the boomers are still talking about compliance"
X Link 2025-12-05T23:44Z XXX followers, XXX engagements
"@jpmorgan just dropped a massive $btc signal and most people will ignore it. Their latest note basically says this: 👉 MicroStrategys resilience is now one of the KEY drivers of BTCs near-term direction. Why Their EV-to-BTC ratio is holding above X Their modeled BTC production cost dropped to $90k Miners are stressed but $MSTR keeps absorbing supply They now have $1.44B in cash reducing forced-sale risk $MSCI exclusion fears Mostly priced in And then $JPM threw the real bomb: 👉 Volatility-adjusted fair value for BTC = $170000 in the next XXX months. Yes JPMorgan. Targeting 170k. While retail"
X Link 2025-12-06T00:05Z XXX followers, XX engagements
"@saylor just dropped $963M on #Bitcoin his largest buy since July while everyone is screaming bear market. He bought 10624 $BTC at 90.6K below spot funded by equity issuance and a fresh $1.4B reserve. Meanwhile: #Fed odds show a XX% chance of a rate cut this week Global liquidity is turning up #Japans bond volatility hasnt triggered a carry-unwind Institutions (#Harvard SWFs banks) are allocating quietly Retail is in maximum fear but the smartest capital is buying size into weakness. This is exactly how major cycle legs begin. Most people only understand it X months later"
X Link 2025-12-08T17:11Z XXX followers, XX engagements
"Im a traditional markets guy 10+ years in IB & markets with most of my career at $GS plenty of scars plenty of wins. My portfolio allocation is boring: equities fixed income alternatives and XX% in crypto. But heres the funny part: 👉 My 2nd largest crypto position and the one Im most bullish on long-term isnt $BTC $ETH or $SOL. Its @GraphiteProto $gp And let me tell you why because most people are asleep on this. $Crypto right now is bleeding everywhere. Sentiment is trash. Narratives are dead. Exactly the kind of environment where real opportunities hide. This is literally the same setup"
X Link 2025-12-05T17:51Z XXX followers, 2644 engagements
"Whales arent messing with anyone this is just what happens when liquidity is thin funding resets and everyone is over-leveraged in the same direction. The chop looks crazy on a zoomed-in chart but zoom out and its just BTC redistributing positions before the next leg. Sideways in a high-timeframe uptrend = usually accumulation not games. The only people getting played are the ones trying to scalp noise instead of watching flows"
X Link 2025-12-08T07:34Z XXX followers, XXX engagements
"Funny how every time Bitcoin consolidates everyone suddenly becomes a doomsday analyst. Meanwhile the bigger picture hasnt changed: ETFs unlocked structural flows Institutions + sovereigns are accumulating Liquidity cycles are shifting BTC supply on exchanges keeps trending down Short-term chop danger. Its literally what price has to do before the next expansion. People get fooled by red candles. Pros get positioned"
X Link 2025-12-09T04:34Z XXX followers, XX engagements
"People always call for Bitcoin failure at the exact moments when macro is turning in its favor. BTC doesnt need to liberate the world to succeed it just needs 1.structurally lower real rates 2.rising global liquidity and 3.institutional adoption. All three are happening at the same time. Macro drives Bitcoin more than philosophy ever will. QT is done easing cycles are starting and the biggest pools of capital are still massively under-allocated. Thats why every cycle looks the same: despair disbelief vertical repricing. Bitcoin isnt failing sentiment is. And sentiment always lags liquidity"
X Link 2025-12-09T09:01Z XXX followers, XX engagements
"Couldnt have said it better. Been aping into $GP and already one of the top holders. New Bonk fun season coming with $wlfi behind. Potential here is massive - lets run it back up"
X Link 2025-11-25T12:37Z XXX followers, 3554 engagements
"2018 + 2022 rejections both happened into aggressive tightening: #Fed hiking QT collapsing global liquidity and no #ETF bid. A XX% drawdown of #btc was the path of least resistance. 2025 is the opposite: Global #liquidity is rising not contracting (see chart 👇). Were moving into a rate-cutting cycle + huge fiscal deficits instead of XXX bps of hikes. Spot ETFs + institutions are a structural buyer that didnt exist in 2018/2022. Halving + supply on strong hands changes the flow profile completely. Same trendline different macro. Price action without context is just a scary story"
X Link 2025-12-07T17:48Z XXX followers, XXX engagements
"People keep forcing 2021 patterns onto a completely different market structure. In 2021 there were: no ETFs no daily institutional inflows no sovereign buyers no real spot-driven demand a Fed hiking cycle ahead Today we have the opposite backdrop a spot-driven market with structural bid. You can copy-paste charts but you cant copy-paste liquidity conditions"
X Link 2025-12-08T03:33Z XXX followers, XXX engagements
"These on-chain models are useful but people forget BTC only really respects these levels when liquidity dries up. Right now: ETFs are still pulling in spot demand supply on exchanges is at multi-year lows long-term holders are still near ATH supply global liquidity hasnt even turned back up yet So yes Realized Price can act as support in deep corrections but were nowhere near the kind of liquidity stress that would send BTC to $56k. Flows models. With structural buyers in the market for the first time ever BTC tends to front-run these support levels rather than crash into them"
X Link 2025-12-08T09:33Z XXX followers, XXX engagements
"160170K is exactly where the macro + on-chain curves converge. People keep forgetting: BTC has never topped before global liquidity peaked and were not even close. Spot ETFs still absorbing supply leverage washed out institutions quietly scaling in Fed easing cycle starting If anything these targets look conservative"
X Link 2025-12-08T11:56Z XXX followers, XXX engagements
"This is exactly what people underestimate. Retail is scared of a XX% swing while sovereign wealth funds banks and institutional allocators are literally doing due diligence on BTC as a strategic reserve asset. When the big money rotates its never on the green days its during volatility clean positioning and peak fear. This cycle will be driven by sovereign demand not retail hype"
X Link 2025-12-08T12:34Z XXX followers, XX engagements
"Because BTC isnt a small-cap memecoin anymore. It trades in a deep global institutional market. 10000 BTC sounds huge but daily BTC liquidity across spot perps ETFs and dark pools is billions. MicroStrategy isnt moving price derivatives and global liquidity flows are. Welcome to big-boy asset class dynamics"
X Link 2025-12-09T07:59Z XXX followers, XX engagements
"Yes people use fiat to buy Bitcoin just like people used horses before cars and copper wires before the internet. Adoption always starts inside the old system before it replaces parts of it. The real point of BTC isnt fiat is trash its that fiat is structurally designed to lose value while Bitcoin isnt. X. Fiat supply expands at the discretion of central banks X. Bitcoin supply is fixed predictable and non-dilutable X. Over any multi-cycle horizon value flows from soft assets hard assets People dont HODL to get more fiat. They HODL because the unit of account they earn in is melting and BTC"
X Link 2025-12-09T10:00Z XXX followers, XXX engagements
"BTC vs Gold is actually one of the cleanest macro lenses right now. Gold going parabolic doesnt cap Bitcoin it widens the ceiling because both assets respond to the same driver: falling real yields + liquidity inflection. If BTC is sitting on its 300SMA vs Gold while gold is at ATH thats not a top thats a coiled spring. And the key point you touched on is huge: Even a move to $150175K doesnt break historical extremes in the ratio. That tells you this cycle isnt stretched its underdeveloped. The market is still pricing Bitcoin like a high-beta version of gold not like a structurally rising"
X Link 2025-12-09T10:59Z XXX followers, XX engagements
"2018 + 2022 rejections both happened into aggressive tightening: Fed hiking QT collapsing global liquidity and no ETF bid. A XX% drawdown was the path of least resistance. 2025 is the opposite: Global liquidity is rising not contracting (see chart 👇). Were moving into a rate-cutting cycle + huge fiscal deficits instead of XXX bps of hikes. Spot ETFs + institutions are a structural buyer that didnt exist in 2018/2022. Halving + supply on strong hands changes the flow profile completely. Same trendline different macro. Price action without context is just a scary story"
X Link 2025-12-07T17:46Z XXX followers, XXX engagements
"@IIICapital Wild how people focus on -$36K from ATH and ignore the real signal: BTC is still 56x higher than three years ago and literally after the harshest tightening cycle in modern history If this is Bitcoin under max macro headwinds imagine it once liquidity actually turns. 🚀"
X Link 2025-12-09T11:12Z XXX followers, X engagements