# ![@RohanJ_Markets Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::728228459210637313.png) @RohanJ_Markets Rohan J

Rohan J posts on X about liquidity, bitcoin, $btc, debt the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::728228459210637313/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::728228459210637313/c:line/m:interactions.svg)

- [--] Week [------] -1.70%

### Mentions: [--] [#](/creator/twitter::728228459210637313/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::728228459210637313/c:line/m:posts_active.svg)


### Followers: [---] [#](/creator/twitter::728228459210637313/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::728228459210637313/c:line/m:followers.svg)

- [--] Week [---] +88%

### CreatorRank: [-------] [#](/creator/twitter::728228459210637313/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::728228459210637313/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  62% [cryptocurrencies](/list/cryptocurrencies)  44% [stocks](/list/stocks)  4% [exchanges](/list/exchanges)  2% [technology brands](/list/technology-brands)  2% [financial services](/list/financial-services)  2% [countries](/list/countries)  1%

**Social topic influence**
[liquidity](/topic/liquidity) #524, [bitcoin](/topic/bitcoin) #5397, [$btc](/topic/$btc) #1899, [debt](/topic/debt) #1037, [gold](/topic/gold) 11%, [if you](/topic/if-you) 10%, [onchain](/topic/onchain) #1614, [ai](/topic/ai) 8%, [crypto](/topic/crypto) 8%, [categories](/topic/categories) #159

**Top accounts mentioned or mentioned by**
[@cryptorover](/creator/undefined) [@thebtctherapist](/creator/undefined) [@dampedspring](/creator/undefined) [@kobeissiletter](/creator/undefined) [@mrderivatives](/creator/undefined) [@tedpillows](/creator/undefined) [@jameseastonuk](/creator/undefined) [@stevebmcgee](/creator/undefined) [@intocryptoverse](/creator/undefined) [@misterrcrypto](/creator/undefined) [@jessecoheninv](/creator/undefined) [@hellojuanpi](/creator/undefined) [@cryptofergani](/creator/undefined) [@zerohedge](/creator/undefined) [@bulltheoryio](/creator/undefined) [@ashcrypto](/creator/undefined) [@raydalio](/creator/undefined) [@nicrypto](/creator/undefined) [@whaleguru](/creator/undefined) [@gerovich](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Ethereum (ETH)](/topic/$eth) [BlackRock Inc (BLK)](/topic/blackrock) [Flex Ltd. Ordinary Shares (FLEX)](/topic/$flex) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Bitcoin Plus (XBC)](/topic/bitcoin-plus) [Microsoft Corp. (MSFT)](/topic/$msft)
### Top Social Posts
Top posts by engagements in the last [--] hours

"If you dont understand macro & liquidity you dont understand Bitcoin. This explains what actually drives BTC price. Bookmark this. Youll use it every cycle"  
[X Link](https://x.com/RohanJ_Markets/status/2021340530429555144)  2026-02-10T21:48Z [---] followers, [---] engagements


"@Whale_Guru Risk for alt coins seems high. Alts typically struggle when macro conditions are unstable and liquidity isnt expanding"  
[X Link](https://x.com/RohanJ_Markets/status/2015865150084153777)  2026-01-26T19:11Z [---] followers, [---] engagements


"@gerovich If you trust the fundamentals macro liquidity you buy the dip when theres blood on the streets"  
[X Link](https://x.com/RohanJ_Markets/status/2017798630875533571)  2026-02-01T03:14Z [---] followers, [----] engagements


"@WeAreTheOverlap Bang on. I'm a Chelsea fan and don't like how we raided them for Rosenoir and now Sarr as well. Takes the joy out for their fans and can happen to more clubs too"  
[X Link](https://x.com/RohanJ_Markets/status/2018630946875208149)  2026-02-03T10:21Z [---] followers, [----] engagements


"@Mr_Derivatives Software stocks have been way overvalued. Every corporate said were investing in AI and expectations went through the roof. The market is starting to see through it all now"  
[X Link](https://x.com/RohanJ_Markets/status/2018844405780938800)  2026-02-04T00:29Z [---] followers, [----] engagements


"@JesseCohenInv I work in the industry. AI got priced like a magic money printer. Reality is catching up expectations are resetting so this pullback looks healthy and expected to me"  
[X Link](https://x.com/RohanJ_Markets/status/2019158211862102100)  2026-02-04T21:16Z [---] followers, [---] engagements


"@dampedspring Buybacks boost EPS when cash has no better use - good problem to have. That cash is now going into AI capex so it might not be the end of buybacks. The question is whether the market believes the futur returns from AI capex"  
[X Link](https://x.com/RohanJ_Markets/status/2019160135579627919)  2026-02-04T21:24Z [---] followers, [---] engagements


"@dampedspring Same way they always have: free cash flow. Buybacks are discretionary and flex quarter to quarter. AI capex is a multi-year strategy. AI capex just has higher priority right now genius"  
[X Link](https://x.com/RohanJ_Markets/status/2019162724664824027)  2026-02-04T21:34Z [---] followers, [---] engagements


"@dampedspring Yep were mostly aligned. All Im saying is buybacks arent fully off the table. Theyre just happening at a slower pace than expected. Once infra spend stabilises and returns are clearer I wouldnt be surprised to see buybacks ramp back up as a way to return excess cash"  
[X Link](https://x.com/RohanJ_Markets/status/2019167837013885056)  2026-02-04T21:55Z [---] followers, [---] engagements


"@Davincij15 The dilemma is that macro on chain and liquidity are all stressed meaning this dip could dip more. Agree with the general theme though"  
[X Link](https://x.com/RohanJ_Markets/status/2019274860338508087)  2026-02-05T05:00Z [---] followers, [---] engagements


"@TedPillows Great insight Ted. From a top down lens; macro liquidity and on chain are still stressed but valuation is staying to look attractive. Im keen to see if people buy on valuation which could help $ETH hold $2000-$2100 support"  
[X Link](https://x.com/RohanJ_Markets/status/2019329497255014465)  2026-02-05T08:37Z [---] followers, [---] engagements


"@hellojuanpi @rektcapital I see where you're coming from. However the length of the last bear market doesn't mean this one will be the same. The macro and political landscape is different this time and I can see a sharper but shorter bear period"  
[X Link](https://x.com/RohanJ_Markets/status/2019515879642526148)  2026-02-05T20:58Z [---] followers, [---] engagements


"There are hundreds of on-chain indicators. Thats why most people get lost. The fix Group them. The main categories you need to track: Liquidity Economic activity Leverage vs real demand Sell-side supply pressure Institutional spot behaviour"  
[X Link](https://x.com/RohanJ_Markets/status/2019533103971332313)  2026-02-05T22:06Z [---] followers, [--] engagements


"Here are [--] on-chain indicators you can use today: Liquidity Stablecoin supply Economic activity On-chain transfer volume Sell-side pressure Bitcoin exchange netflows Leverage vs real demand Funding rates Institutional demand Coinbase Premium Index"  
[X Link](https://x.com/RohanJ_Markets/status/2019533628091650326)  2026-02-05T22:08Z [---] followers, [--] engagements


"@WatcherGuru Alts perform when macro liquidity on chain and trend are supportive for $BTC. Theyre late cycle performers. Expect them to crash harder than the majors"  
[X Link](https://x.com/RohanJ_Markets/status/2019576881939640806)  2026-02-06T01:00Z [---] followers, [---] engagements


"@Mr_Derivatives This choppy price movement is not surprising. Macro and financial conditions are stressed but wont be that way forever. Trend capitulated on that fear but now valuation is appealing"  
[X Link](https://x.com/RohanJ_Markets/status/2019652262906458563)  2026-02-06T05:59Z [---] followers, [---] engagements


"@cryptojack Survived the bear markets before well do it again . Markets always bounce back and $BTC more than most"  
[X Link](https://x.com/RohanJ_Markets/status/2019763162006864127)  2026-02-06T13:20Z [---] followers, [--] engagements


"@JamesEastonUK @OnChainMind Loves it. So many on chain and valuation metrics showing value and real demand at the levels we saw yesterday. Bitcoins qualitative fundamentals didnt change. The zero thesis is madness"  
[X Link](https://x.com/RohanJ_Markets/status/2019876236118688032)  2026-02-06T20:49Z [---] followers, [---] engagements


"@JA_Maartun @cryptoquant_com Very interesting point. Lots of on chain indicators and valuation metrics are favourable right now in my modelling too. Just need the macro backdrop to show signs of settling"  
[X Link](https://x.com/RohanJ_Markets/status/2020026900094341170)  2026-02-07T06:48Z [---] followers, [--] engagements


"@cryptofergani Alts need macro and liquidity to turn supportive plus a sustained BTC run up. We have none of those conditions right now. Higher beta assets like alts are likely to fall even more during this phase"  
[X Link](https://x.com/RohanJ_Markets/status/2020079329586331881)  2026-02-07T10:16Z [---] followers, [----] engagements


"@TheBTCTherapist Ah yes the crypto expert Andrew Tate. Lets listen to him"  
[X Link](https://x.com/RohanJ_Markets/status/2020135238941217079)  2026-02-07T13:59Z [---] followers, [---] engagements


"@KobeissiLetter This is real stress showing up and tightens the whole system. Thats why central bank policy matters so much here. Very curious to hear what we all are thinking here"  
[X Link](https://x.com/RohanJ_Markets/status/2020253861592891454)  2026-02-07T21:50Z [---] followers, [----] engagements


"@3orovik At these levels were seeing valuation being a driver hence imo were in a mean reverting market. Once macro and liquidity start turning favourable I can see the bull market return"  
[X Link](https://x.com/RohanJ_Markets/status/2020292493519233312)  2026-02-08T00:24Z [---] followers, [---] engagements


"@Mr_Derivatives The drop last week to $60k BTC and $1.8k ETH put it firmly in the undervalued category. Were in a clear mean-reverting market"  
[X Link](https://x.com/RohanJ_Markets/status/2020578157292867991)  2026-02-08T19:19Z [---] followers, [---] engagements


"@cryptorover Sometimes the most simplest analysis wins the test of time"  
[X Link](https://x.com/RohanJ_Markets/status/2020579881302761526)  2026-02-08T19:25Z [---] followers, [---] engagements


"Just because you cant run a DCF model doesnt mean valuation doesnt apply. Bitcoin isnt a cash-flow asset so its valued relatively more like a monetary/macro asset. That means: cost-basis models network ratios supply/demand regimes positioning vs history and macro & liquidity context"  
[X Link](https://x.com/RohanJ_Markets/status/2020652312528847065)  2026-02-09T00:13Z [---] followers, [--] engagements


"@KobeissiLetter Looks like the markets are still pricing uncertainty in macro banking and political environmen which continues to support gold"  
[X Link](https://x.com/RohanJ_Markets/status/2020654001365418460)  2026-02-09T00:20Z [---] followers, [---] engagements


"@SteveBMcGee @KobeissiLetter Were using different definitions of value. Youre defining value as authority-backed stability. Im defining it as monetary properties that have historically existed before state backing too (e.g. gold). Volatility reflects adoption not the absence of value"  
[X Link](https://x.com/RohanJ_Markets/status/2020666367528042749)  2026-02-09T01:09Z [---] followers, [--] engagements


"@zerohedge This matters. It tightens global financial conditions which tends to support gold and pressure equities and crypto. Worth watching how global capital flows respond from here"  
[X Link](https://x.com/RohanJ_Markets/status/2020668087369114062)  2026-02-09T01:16Z [---] followers, [----] engagements


"@TedPillows We look stuck in a mean-reverting range around these levels. There is uncertainty in makets with respects to policy so I expect more of the same before any breakout"  
[X Link](https://x.com/RohanJ_Markets/status/2020797502572679310)  2026-02-09T09:50Z [---] followers, [---] engagements


"@unusual_whales Dalios point is erosion. Small gradual shifts: a bit less Treasuries more gold shorter duration broader regional exposure. That fits his long-cycle framework where high debt and politicised policy slowly reshape how capital allocates over time"  
[X Link](https://x.com/RohanJ_Markets/status/2020836188672987237)  2026-02-09T12:24Z [---] followers, [---] engagements


"@JamesEastonUK Bollinger the legend ETH also sits high on the efficient frontier so when macro/liquidity improves its often one of the first to reprice. Makes this point proper interesting"  
[X Link](https://x.com/RohanJ_Markets/status/2021113869889085823)  2026-02-10T06:47Z [---] followers, [---] engagements


"@cryptogems555 Rising debt servicing costs increase the chances for easier liquidity over time. When liquidity improves BTC historically does too 👀 It also helps explain why theres limited room for rates to go up much more"  
[X Link](https://x.com/RohanJ_Markets/status/2021133468609151100)  2026-02-10T08:05Z [---] followers, [--] engagements


"@TedPillows Breakouts either way are still awaiting central bank policy clarity/fed intentions I expect liquidity expansion due to debt levels later this year thats when a breakout may occur. Until that its likely we stay ranging"  
[X Link](https://x.com/RohanJ_Markets/status/2021157886093652087)  2026-02-10T09:42Z [---] followers, [---] engagements


"@cryptorover BTC is a liquidity driven asset first. In uncertain policy environments this ratio diverges for longer than expected - we are here right now. But when liquidity expands BTC typically closes that gap"  
[X Link](https://x.com/RohanJ_Markets/status/2021297163607974153)  2026-02-10T18:56Z [---] followers, [---] engagements


"@BitcoinJunkies Bullish for [----]. Short term is a liquidity wait. As debt servicing becomes more binding policy usually leans toward easing and BTC tends to turn with it"  
[X Link](https://x.com/RohanJ_Markets/status/2021300007706796319)  2026-02-10T19:07Z [---] followers, [---] engagements


"@EmperorBTC So many people try time the market or get rekt trying to chase returns in choppy and tight liquidity regimes. Great advice mate"  
[X Link](https://x.com/RohanJ_Markets/status/2021921338022408216)  2026-02-12T12:16Z [---] followers, [---] engagements


"@leadlagreport Whats your rationale Black hat: real yields are high financial conditions remain tight and liquidity isnt expanding yet. Even when it does gold can hold value for a while"  
[X Link](https://x.com/RohanJ_Markets/status/2022092826331558031)  2026-02-12T23:37Z [---] followers, [----] engagements


"Is Bitcoin done or quietly undervalued Price alone wont answer that. The macro regime does. A top-down investors view on Bitcoin https://twitter.com/i/web/status/2016478265137918326 https://twitter.com/i/web/status/2016478265137918326"  
[X Link](https://x.com/anyuser/status/2016478265137918326)  2026-01-28T11:47Z [---] followers, [----] engagements


"@BullTheoryio Spot on. Its a chain - once macro conditions turn supportive $BTC trends then $ETH comes into play then alts begin as risk appetite increases. The first domino (macro layer) is starting to turn our way after many months of pain"  
[X Link](https://x.com/RohanJ_Markets/status/2018422898260910080)  2026-02-02T20:34Z [---] followers, [---] engagements


"@zerohedge Private credit worked exceptionally well for years which is exactly why risk crept higher. Big inflows looser underwriting and high exposure to software. Ive worked in private credit and private equitt. This isnt surprising. Glad this is getting attention here"  
[X Link](https://x.com/RohanJ_Markets/status/2018424408986292606)  2026-02-02T20:40Z [---] followers, [----] engagements


"Everyone confuses cheap with buyable. $BTC is cheap on cost-basis valuation. The mistake is stopping there. After valuation my models look at leverage positioning and real demand. Until those turn cheap just means catching a falling knife. Is Bitcoin done or quietly undervalued Price alone wont answer that. The macro regime does. A top-down investors view on Bitcoin Is Bitcoin done or quietly undervalued Price alone wont answer that. The macro regime does. A top-down investors view on Bitcoin"  
[X Link](https://x.com/RohanJ_Markets/status/2018807932172034451)  2026-02-03T22:04Z [---] followers, [---] engagements


"How do you turn this into a clear view on Bitcoin A simple way is to use Excel and score each category as Positive Neutral Negative Then take an average to see whether on-chain conditions are supportive or not. Start simple. Complex modelling comes later"  
[X Link](https://x.com/anyuser/status/2019533930492490086)  2026-02-05T22:09Z [---] followers, [---] engagements


"If you want to explore this yourself CryptoQuant is a great place to start. I share research and educational frameworks on crypto macro and stocks with the aim to make the chaos of markets easier. Please drop a like and follow if you found this helpful"  
[X Link](https://x.com/anyuser/status/2019534153553969366)  2026-02-05T22:10Z [---] followers, [--] engagements


"@jackmallers Exactly. BTC is long-duration and adoption-driven. Its tech-like in tight liquidity hard-money-like when liquidity turns"  
[X Link](https://x.com/RohanJ_Markets/status/2021308259525644489)  2026-02-10T19:40Z [---] followers, [---] engagements


"@MSBIntel Its been negative largely because of uncertainty in the US government and central banking policy. Investment firms have risk committees that are unlikely to support crypto allocations during times of macro stress. This will turn later this year when conditions improve"  
[X Link](https://x.com/RohanJ_Markets/status/2021318089179292056)  2026-02-10T20:19Z [---] followers, [--] engagements


"@intocryptoverse Thats true. The whole crypto market is heavily correlated to Bitcoin. Plus now more than ever we have big funds involved and they are primarily BTC investors"  
[X Link](https://x.com/RohanJ_Markets/status/2021334382011875562)  2026-02-10T21:24Z [---] followers, [---] engagements


"@jv_finance The power law has been a surprisingly effective long-term value anchor. The missing piece is the macro backdrop. Without liquidity expansion and supportive policy BTC can continue moving sideways for longer"  
[X Link](https://x.com/RohanJ_Markets/status/2021372016998351105)  2026-02-10T23:53Z [---] followers, [---] engagements


"@Bitcoin Macro - Liquidity - On-chain - BTC trends The first domino will fall in [----] then the rest. And well be here for it"  
[X Link](https://x.com/RohanJ_Markets/status/2021430122130399300)  2026-02-11T03:44Z [---] followers, [---] engagements


"@MerlijnTrader Indeed - gold historically front runs liquidity improvements when then flows to BTC. However some clarity on the macro and banking front will help"  
[X Link](https://x.com/RohanJ_Markets/status/2021515257819369907)  2026-02-11T09:22Z [---] followers, [----] engagements


"@cryptorover We continue to see appealing valuation related metrics. Once liquidity turns supportive BTC will run"  
[X Link](https://x.com/RohanJ_Markets/status/2021549291819696415)  2026-02-11T11:38Z [---] followers, [---] engagements


"@Vivek4real_ BTC is still trading as high-beta global liquidity. And growth is soft and liquidity picked up yet so price will remain ranging. When that improves thats when BTC rips"  
[X Link](https://x.com/RohanJ_Markets/status/2021692262137442534)  2026-02-11T21:06Z [---] followers, [---] engagements


"@KobeissiLetter This is the debt math playing out. Bigger deficits + rising interest expense = more refinancing pressure. In the near term heavy Treasury issuance can tighten liquidity. Over time it will require easier financial conditions which should benefit risk assets"  
[X Link](https://x.com/RohanJ_Markets/status/2022104837320765494)  2026-02-13T00:25Z [---] followers, [---] engagements


"@misterrcrypto Expected outcome is inflation eased modestly but is still above target. Expect BTC to remain range bound and choppy"  
[X Link](https://x.com/RohanJ_Markets/status/2022209284722086345)  2026-02-13T07:20Z [---] followers, [--] engagements


"@JesseCohenInv The recent tech AI capex annoucements and the following declins have really imapcted sentiment here"  
[X Link](https://x.com/RohanJ_Markets/status/2022258258187309288)  2026-02-13T10:35Z [---] followers, [---] engagements


"Everyones watching price. You should be watching valuation. My $BTC valuation models are flagging undervaluation. Liquidity and participation just havent caught up. We see this in liquidity-driven pullbacks inside broader BULLISH regimes. When liquidity turns $BTC turns. Model reading near neutral (0). Is Bitcoin done or quietly undervalued Price alone wont answer that. The macro regime does. A top-down investors view on Bitcoin Is Bitcoin done or quietly undervalued Price alone wont answer that. The macro regime does. A top-down investors view on Bitcoin"  
[X Link](https://x.com/RohanJ_Markets/status/2018442436939522438)  2026-02-02T21:52Z [---] followers, [---] engagements


"Most people do technical analysis alone and wonder why it doesnt work. $BTC trend check: Strength weak Direction down Participation thin Momentum fading BTC isnt trending. Technical analysis has a place in investing but it comes after macro liquidity on-chain and valuation. It tells you one thing: is it time to act yes or no Full top-down stack below Is Bitcoin done or quietly undervalued Price alone wont answer that. The macro regime does. A top-down investors view on Bitcoin Is Bitcoin done or quietly undervalued Price alone wont answer that. The macro regime does. A top-down investors view"  
[X Link](https://x.com/RohanJ_Markets/status/2019180431690854855)  2026-02-04T22:45Z [---] followers, [---] engagements


"If you want to understand Bitcoin beyond charts you need to understand on-chain indicators. This thread shows: what on-chain indicators are the key categories to track [--] indicators you can steal a simple way to model and assess them Bookmark this and read on"  
[X Link](https://x.com/RohanJ_Markets/status/2019532575619051808)  2026-02-05T22:04Z [---] followers, [----] engagements


"$BTC is below [--] / [--] / [---] MA. That explains price. It doesnt explain why. On-chain indicators so. I show exactly how to assess and model it here If you want to understand Bitcoin beyond charts you need to understand on-chain indicators. This thread shows: what on-chain indicators are the key categories to track [--] indicators you can steal a simple way to model and assess them Bookmark this and read on If you want to understand Bitcoin beyond charts you need to understand on-chain indicators. This thread shows: what on-chain indicators are the key categories to track [--] indicators you can"  
[X Link](https://x.com/RohanJ_Markets/status/2019877563175444893)  2026-02-06T20:55Z [---] followers, [---] engagements


"If all you do is technical analysis youre an astrologer. Assess the full landscape. On-chain tells you whats actually happening. learn how If you want to understand Bitcoin beyond charts you need to understand on-chain indicators. This thread shows: what on-chain indicators are the key categories to track [--] indicators you can steal a simple way to model and assess them Bookmark this and read on If you want to understand Bitcoin beyond charts you need to understand on-chain indicators. This thread shows: what on-chain indicators are the key categories to track [--] indicators you can steal a"  
[X Link](https://x.com/RohanJ_Markets/status/2020251233139978734)  2026-02-07T21:40Z [---] followers, [---] engagements


"Everyones a genius in bull markets. Ranging markets expose who never built a framework. pinned: learn on-chain free indicators & setup If you want to understand Bitcoin beyond charts you need to understand on-chain indicators. This thread shows: what on-chain indicators are the key categories to track [--] indicators you can steal a simple way to model and assess them Bookmark this and read on If you want to understand Bitcoin beyond charts you need to understand on-chain indicators. This thread shows: what on-chain indicators are the key categories to track [--] indicators you can steal a simple"  
[X Link](https://x.com/RohanJ_Markets/status/2020983601052123417)  2026-02-09T22:10Z [---] followers, [---] engagements


"If investment was just pasting prior chart patterns into the future and drawing arrows analysts wouldnt have a job. Yet here we are. Bitcoin is now perfectly mirroring the pattern from [----] and [----]. According to this chart $BTC will dump to $35000 in [--] days. Are you actually prepared for that scenario https://t.co/Usfq3iA8sR Bitcoin is now perfectly mirroring the pattern from [----] and [----]. According to this chart $BTC will dump to $35000 in [--] days. Are you actually prepared for that scenario https://t.co/Usfq3iA8sR"  
[X Link](https://x.com/RohanJ_Markets/status/2021305143346536776)  2026-02-10T19:27Z [---] followers, [---] engagements


"@AshCrypto Hmm a cooling labour cycle and a late-tightening macro regime. This does shifts expectations toward easier policy and looser liquidity ahead like we expect. This means we stay in the crypto chop zone for a bit longer"  
[X Link](https://x.com/RohanJ_Markets/status/2021550981163688079)  2026-02-11T11:44Z [---] followers, [--] engagements


"@misterrcrypto Indeed lots of analysis will show BTC correlation with liquidity and business cycles - but it lags by approx [--] weeks. We havent even started the transition yet so patience is key"  
[X Link](https://x.com/RohanJ_Markets/status/2021666247604416783)  2026-02-11T19:22Z [---] followers, [--] engagements


"@TheBTCTherapist BTC is in a transition phase as policy is cautious and liquidity isnt flowing so price chops. But these phases provide opportunities in other asset classes (defensives equities and gold). Use this time wisely"  
[X Link](https://x.com/RohanJ_Markets/status/2021744687636525293)  2026-02-12T00:34Z [---] followers, [----] engagements


"@oguzerkan $MSFT is spending heavily on AI infrastructure which hits margins now but expands long-term capacity. The market is repricing the timing of this. At 25x it comes down to can this capex translate into earnings faster than expected or does the payoff take longer imo"  
[X Link](https://x.com/RohanJ_Markets/status/2021842854990295404)  2026-02-12T07:04Z [---] followers, [----] engagements


"@cryptorover Definitely - crypto is very high on the risk curve so it reacts fastest to uncertainties both on the way down and up. Times like this have the potential to provide huge opportunities"  
[X Link](https://x.com/RohanJ_Markets/status/2021843523520303226)  2026-02-12T07:07Z [---] followers, [---] engagements


"@LarkDavis His whole personality is based on hating Bitcoin its actually incredible"  
[X Link](https://x.com/RohanJ_Markets/status/2021879966846398703)  2026-02-12T09:32Z [---] followers, [---] engagements


"Historic fear. Short term BTC reacts to funding stress and flows. Long term it moves with global liquidity and the business cycle. Lets zoom out. The system runs on debt refinancing. That requires liquidity expansion. [----] still likely benefits BTC"  
[X Link](https://x.com/RohanJ_Markets/status/2021896574952186332)  2026-02-12T10:38Z [---] followers, [---] engagements


"@Bernardo_cobain Very good insights Bernardo. Your analysis on AI capex is so important. The market seems to be reassessing how much benefit and how quickly that can turn to earnings. So in the meantime markets are being cautious with them"  
[X Link](https://x.com/RohanJ_Markets/status/2022053841165070548)  2026-02-12T21:02Z [---] followers, [--] engagements


"@Mr_Derivatives Exposed 99% of finance posters on X"  
[X Link](https://x.com/RohanJ_Markets/status/2022072567528571097)  2026-02-12T22:17Z [---] followers, [---] engagements


"@intocryptoverse Yessir Seeing too many posts from the usual suspects saying buy alts now guaranteed 100x. All based on a chart they drew arrows on 🤦🏽"  
[X Link](https://x.com/RohanJ_Markets/status/2022152200034955350)  2026-02-13T03:33Z [---] followers, [---] engagements


"@cryptorover This is the in between stage where macro and liquidity arent great for BTC but valuation starts to become attractive. If you still believe the fundamentals extreme fear is buy the dip time"  
[X Link](https://x.com/RohanJ_Markets/status/2022208653345141160)  2026-02-13T07:18Z [---] followers, [--] engagements


"@misterrcrypto Wouldnt be surprised to see more choppy price action this weekend. Flows and leverage positioning is key whilst liquidity and macro remain stressed"  
[X Link](https://x.com/RohanJ_Markets/status/2022287209316143546)  2026-02-13T12:30Z [---] followers, [--] engagements


"@TheBTCTherapist Not manipulation. Investment landscape at a high level: - Macro: stressed - Liquidity: not expanding - Policy: uncertain and lacking trust The regime just isnt supportive for $BTC"  
[X Link](https://x.com/RohanJ_Markets/status/2016963061828243866)  2026-01-29T19:54Z [---] followers, [---] engagements


"Markets sold off and people are confused. Heres what happened. $BTC lacks liquidity support Equities reset after AI optimism Gold pulled back after a strong run A brief stress pulse hit everything at once. fascinating. stocks on (we're told) AI spending concerns - gold and BTC also () - the DXY jumps then the DXY corrects while stocks and gold bounce but not to previous levels and BTC barely bounces at all weird (messy chart I know: gold/blue SPX/red DXY/green) https://t.co/JzKovBsWd9 fascinating. stocks on (we're told) AI spending concerns - gold and BTC also () - the DXY jumps then the DXY"  
[X Link](https://x.com/RohanJ_Markets/status/2016980052966330733)  2026-01-29T21:01Z [---] followers, [---] engagements


"@Bitcoin_Teddy Hitting undervalued status now on most metrics though. Macro and liquidity regime is quite stressed but medium term does look bullish"  
[X Link](https://x.com/RohanJ_Markets/status/2017191706165469409)  2026-01-30T11:02Z [---] followers, [---] engagements


"@cryptorover Choppy price action from stressed macro regime. Once improvement is seen on macro wouldnt be surprise to see turbo up as well"  
[X Link](https://x.com/RohanJ_Markets/status/2017192215249125423)  2026-01-30T11:04Z [---] followers, [--] engagements


"This Fed Chair pick isnt bullish or bearish thats the wrong frame. Debt and inflation cap policy. Liquidity stays tight as a result. Equities and $BTC grind gold absorbs. Regime personalities"  
[X Link](https://x.com/RohanJ_Markets/status/2017223907221340356)  2026-01-30T13:10Z [---] followers, [---] engagements


"@BullTheoryio So much volatility and uncertainty in the markets economy and politics. Markets hate it"  
[X Link](https://x.com/RohanJ_Markets/status/2017224857860309490)  2026-01-30T13:14Z [---] followers, [---] engagements


"@CryptoKaleo Silver moves faster on sentiment like a meme coin. However this doesnt mean the macro backdrop that drove this rally suddenly improved. Debt and inflation will still dominate the feds decision making"  
[X Link](https://x.com/RohanJ_Markets/status/2017343698233922005)  2026-01-30T21:06Z [---] followers, [---] engagements


"@markchadwickx Heres hoping 🤞 Devils advocate for all of us: Rotations follow improving macro and liquidity conditions. Hard to argue thats happened yet. Debt and inflation will still dictate fed policy"  
[X Link](https://x.com/RohanJ_Markets/status/2017344201911124169)  2026-01-30T21:08Z [---] followers, [---] engagements


"@KobeissiLetter Markets: can we get certainty and stability to pump USA: no you cannot"  
[X Link](https://x.com/RohanJ_Markets/status/2017467957291708883)  2026-01-31T05:20Z [---] followers, [---] engagements


"@cryptorover BlackRock selling sounds dramatic but ETFs move with investor flows and rebalancing. Not as bad as it seems"  
[X Link](https://x.com/RohanJ_Markets/status/2017489389065322588)  2026-01-31T06:45Z [---] followers, [---] engagements


"@JamesEastonUK Love to see it Macro hasnt shifted meaningfully. This looks more like a technical $BTC shakeout than a real breakdown"  
[X Link](https://x.com/RohanJ_Markets/status/2017732466946281561)  2026-01-31T22:51Z [---] followers, [--] engagements


"Days like this make you miss early Bitcoin. Before governments and big funds entered $BTC"  
[X Link](https://x.com/RohanJ_Markets/status/2017734179111534967)  2026-01-31T22:58Z [---] followers, [---] engagements


"@davidgokhshtein The buy the dip buy when theres blood on the street crowd - this is your time. Valuation in crypto doesnt hold the same weight as it does in equities. Very keen to see volume numbers"  
[X Link](https://x.com/RohanJ_Markets/status/2017771031235334525)  2026-02-01T01:24Z [---] followers, [----] engagements


"@TheBTCTherapist Reality is $ETH needs macro and liquidity support and $BTC strength before it runs. We have none of that right now"  
[X Link](https://x.com/RohanJ_Markets/status/2017774781148631491)  2026-02-01T01:39Z [---] followers, [---] engagements


"@TedPillows Sounds dramatic when you read BlackRock sold but ETFs move with investor flows and index rebalancing. Thats not as bad as it reads"  
[X Link](https://x.com/RohanJ_Markets/status/2017886106596094398)  2026-02-01T09:01Z [---] followers, [---] engagements


"@RayDalio Brilliant as usual gets to the heart of the issue. High debt and stretched policy are already showing up in markets with gold holding up as trust in money and debt weakens"  
[X Link](https://x.com/RohanJ_Markets/status/2016619659173515271)  2026-01-28T21:09Z [---] followers, [---] engagements


"@RayDalio Short-term politics long-term debt. Liquidity props up equities. Gold benefits as confidence in money gets tested - this is whats happening now"  
[X Link](https://x.com/RohanJ_Markets/status/2016961117793505442)  2026-01-29T19:46Z [---] followers, [---] engagements


"@cryptofergani Exactly - lots of valuation metrics are showing undervalued. The important thing is knowing if the dip will dip more. Macro isnt exactly showing signs of supporting"  
[X Link](https://x.com/RohanJ_Markets/status/2017892418163712351)  2026-02-01T09:26Z [---] followers, [---] engagements


"@cryptorover Valuation metrics show undervaluation on my models. But $BTC can stay undervalued until liquidity doesnt expand. And liquidity WILL expand in [----] meaning if youre a buy the dip investor this is your time 👀"  
[X Link](https://x.com/RohanJ_Markets/status/2018079304366833690)  2026-02-01T21:49Z [---] followers, [---] engagements


"Hard disagree. If you analyse macro conditions (which people dont because drawing arrows on charts is easier) youll see US liquidity has been tight which doesnt support $BTC and other risk assets. Liquidity will improve in [----] with supportive policy coming which will support $BTC. https://twitter.com/i/web/status/2018082023257358574 https://twitter.com/i/web/status/2018082023257358574"  
[X Link](https://x.com/RohanJ_Markets/status/2018082023257358574)  2026-02-01T22:00Z [---] followers, [---] engagements


"@nicrypto People are reacting super emotionally as usual. There are catalysts coming in [----] e.g. liquidity expansions (QE) and rate cuts to name a few"  
[X Link](https://x.com/RohanJ_Markets/status/2018169316122952130)  2026-02-02T03:47Z [---] followers, [----] engagements


"@TheBTCTherapist Leveraged positions plus a tight TGA (liquidity regime) are a key reason for this. These conditions will improve and we are starting to enter undervaluation levels now even for the pessimists"  
[X Link](https://x.com/RohanJ_Markets/status/2018170260785176950)  2026-02-02T03:51Z [---] followers, [---] engagements


"@nicrypto I get the argument but debt inflation and growth still set the limits even if Warsh doesnt want cuts. Liquidity follows the constraints not the nomination"  
[X Link](https://x.com/RohanJ_Markets/status/2018173546430914864)  2026-02-02T04:04Z [---] followers, [--] engagements


"@intocryptoverse The ISM should be used as one data point of your overall macro assessment models. No single data point should dictate decisions"  
[X Link](https://x.com/RohanJ_Markets/status/2018506133108105374)  2026-02-03T02:05Z [---] followers, [---] engagements


"@IIICapital Private credit did really well for many years but risk has been creeping higher. Because of huge inflows they started taking riskier and riskier deals. Ive worked in private credit and private equity. This isnt surprising and Im glad its getting attention"  
[X Link](https://x.com/RohanJ_Markets/status/2018795448807604711)  2026-02-03T21:15Z [---] followers, [--] engagements


"@TheBTCTherapist If you zoom out these plays have happened before. All it takes is a positive macro news event and boom"  
[X Link](https://x.com/RohanJ_Markets/status/2017731071945941427)  2026-01-31T22:45Z [---] followers, [--] engagements

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