# ![@notanotherquant Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1993829221966467073.png) @notanotherquant Not Another Quant

Not Another Quant posts on X about bitcoin, we are, in the, inflation the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1993829221966467073/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1993829221966467073/c:line/m:interactions.svg)

- [--] Week [------] -69%
- [--] Month [-------] +236%

### Mentions: [--] [#](/creator/twitter::1993829221966467073/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1993829221966467073/c:line/m:posts_active.svg)

- [--] Month [---] +72%

### Followers: [---] [#](/creator/twitter::1993829221966467073/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1993829221966467073/c:line/m:followers.svg)

- [--] Week [---] +20%
- [--] Month [---] +203%

### CreatorRank: [---------] [#](/creator/twitter::1993829221966467073/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1993829221966467073/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [stocks](/list/stocks)  [exchanges](/list/exchanges)  [automotive brands](/list/automotive-brands)  [technology brands](/list/technology-brands)  [travel destinations](/list/travel-destinations)  [nfl](/list/nfl)  [social networks](/list/social-networks) 

**Social topic influence**
[bitcoin](/topic/bitcoin), [we are](/topic/we-are), [in the](/topic/in-the), [inflation](/topic/inflation) #1386, [gold](/topic/gold), [market](/topic/market), [liquidity](/topic/liquidity) #2066, [silver](/topic/silver), [fed](/topic/fed) #660, [$746b](/topic/$746b)

**Top accounts mentioned or mentioned by**
[@brownmoose](/creator/undefined) [@sethfin](/creator/undefined) [@shanspecter](/creator/undefined) [@cryptorover](/creator/undefined) [@thecryptonitty](/creator/undefined) [@raptorcapital](/creator/undefined) [@tedpillows](/creator/undefined) [@intocryptoverse](/creator/undefined) [@thebtcknight](/creator/undefined) [@mgfeed](/creator/undefined) [@cryptshprd](/creator/undefined) [@pulseonmarket](/creator/undefined) [@semtrades](/creator/undefined) [@peterschiff](/creator/undefined) [@colintcrypto](/creator/undefined) [@neni536975](/creator/undefined) [@loveleesfinance](/creator/undefined) [@damoaussiefx](/creator/undefined) [@shan_specter](/creator/undefined) [@watcherguru](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Coinbase Global Inc. (COIN)](/topic/coinbase)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@TheCryptoLark Dovish Fed signal and institutional flows bleed levelling off. Ending the longest extreme fear streak. Could be a setup for potential move up"  
[X Link](https://x.com/notanotherquant/status/1994838505202356651)  2025-11-29T18:38Z [--] followers, [---] engagements


"@WatcherGuru Fantastic returns over time for an asset that is fake"  
[X Link](https://x.com/notanotherquant/status/1995152293260579064)  2025-11-30T15:25Z [--] followers, [---] engagements


"@WatcherGuru Cyber Monday sale"  
[X Link](https://x.com/notanotherquant/status/1995305152010420650)  2025-12-01T01:33Z [--] followers, [----] engagements


"The Fed ran QE for years then just stopped and froze the balance sheet. They only tried QT once before in [----]. Now its ending again. Were guessing their next move off a single datapoint"  
[X Link](https://x.com/notanotherquant/status/1995856974169473351)  2025-12-02T14:05Z [--] followers, [--] engagements


"@nicrypto Unemployment ticking up inflation is still sticky. The juice Hassett wants with the low rates could cause some issues. Not to mention how independent is the Fed talk will resurface"  
[X Link](https://x.com/notanotherquant/status/1996282925244170504)  2025-12-03T18:18Z [--] followers, [---] engagements


"Selling pressure usually boosts #Bitcoin dominance since alts bleed harder. But this time ETFs are anchoring flows stablecoins keep circulating and both $BTC and alts are grinding lower together. Dominance is stuck in a tight range"  
[X Link](https://x.com/notanotherquant/status/1996298959296348651)  2025-12-03T19:22Z [--] followers, [--] engagements


"@WatcherGuru @MrBeast"  
[X Link](https://x.com/notanotherquant/status/1996340078533390678)  2025-12-03T22:05Z [--] followers, [---] engagements


"@saylor $BTC"  
[X Link](https://x.com/notanotherquant/status/1996568983156281846)  2025-12-04T13:15Z [--] followers, [---] engagements


"4/ Is he right Hes onto something about passive dominance reducing safe havens. But for this to be worse than [----] more would need to fail: earnings resilience fiscal credibility and policy flexibility"  
[X Link](https://x.com/notanotherquant/status/1996736962968145935)  2025-12-05T00:22Z [--] followers, [--] engagements


"5/ Bottom line: a prolonged bear market is possible if debt stress and passive flows drag everything down. Healthcare could be a refuge but history suggests markets usually find at least one pocket of strength. What could it be"  
[X Link](https://x.com/notanotherquant/status/1996737308457041940)  2025-12-05T00:24Z [--] followers, [--] engagements


"1/ #Gold is breaking out #Silver is surging and #Crude is sliding. Three charts one macro story lets walk through it"  
[X Link](https://x.com/notanotherquant/status/1997036935744020882)  2025-12-05T20:14Z [--] followers, [---] engagements


"2/ #Gold didnt just break out it pulled volume higher with it [----] set the move now its about whether [----] holds or [----] breaks Fed cuts and central bank demand keep the long term bid alive but this chart says consolidation first decision late"  
[X Link](https://x.com/notanotherquant/status/1997037037975904385)  2025-12-05T20:15Z [--] followers, [--] engagements


"1/ Real GDP growth (blue left axis) has slipped below CPI inflation (red right axis) for the first time since [----]. Blue still looks higher at a glance because the chart uses different scales. The stagflation signal is flashing again"  
[X Link](https://x.com/notanotherquant/status/1997383662807962106)  2025-12-06T19:12Z [--] followers, [---] engagements


"2/ Stagflation = slow growth + sticky inflation. Normally weak GDP drags prices down and thats soft landing territory. But when growth falls while inflation stays high central banks are trapped. Ask the 1970s or 2022"  
[X Link](https://x.com/notanotherquant/status/1997384019541938539)  2025-12-06T19:13Z [--] followers, [--] engagements


"4/ For the Fed stagflation is the ultimate nowin. Cut rates and inflation roars back while the dollar tanks. Hold or hike and growth collapses into recession. The runway for error has shrunk from miles to inches"  
[X Link](https://x.com/notanotherquant/status/1997384287667048852)  2025-12-06T19:14Z [--] followers, [--] engagements


"5/ Everything still looks fine if you only stare at the stock market and the headline unemployment rate. Dig one inch deeper and the truth shows itself: growth is running on fumes inflation wont die and millions of households are one paycheck from breaking. Stagflation risk isnt a ghost from the 1970s. Its the crack in the foundation thats about to widen. Watch this space"  
[X Link](https://x.com/notanotherquant/status/1997384412019745062)  2025-12-06T19:15Z [--] followers, [--] engagements


"@TedPillows Agreed. I thought we would see a surge in dominance but it just isnt happening"  
[X Link](https://x.com/notanotherquant/status/1998017051458142410)  2025-12-08T13:09Z [--] followers, [---] engagements


"Bitcoin just printed another weekly close below the 20W EMA + 21W SMA band. The exact bull-market support zone thats now been violated every week since mid-October. That same band called the final tops in [----] and [----]. Every week below the band adds pressure. A reclaim keeps the cycle alive while failure suggests potential correction. History repeating"  
[X Link](https://x.com/notanotherquant/status/1998018474434511207)  2025-12-08T13:15Z [--] followers, [--] engagements


"@nicrypto It is. Especially during low volume stretches. Cant do much about it"  
[X Link](https://x.com/notanotherquant/status/1998079573964243217)  2025-12-08T17:17Z [--] followers, [--] engagements


"@LynAldenContact Have the markets priced in a Fed that is no longer independent"  
[X Link](https://x.com/notanotherquant/status/1998858017346039949)  2025-12-10T20:51Z [--] followers, [----] engagements


"@stansilver2024 @PeterSchiff FUD"  
[X Link](https://x.com/notanotherquant/status/1999078589313245255)  2025-12-11T11:27Z [--] followers, [--] engagements


"BTC is compressing into a triangle just below key resistance. Volume is fading and volatility is tightening. A breakout or a trap could be close. The midpoint marker shows where sentiment starts to shift. Focus on 92K and reclaiming it could flip the tone"  
[X Link](https://x.com/notanotherquant/status/1999520593352196402)  2025-12-12T16:43Z [--] followers, [---] engagements


"@seth_fin Happy weekend to everyone"  
[X Link](https://x.com/notanotherquant/status/1999523118667198480)  2025-12-12T16:53Z [--] followers, [--] engagements


"@ColinTCrypto If we hit that level have you looked towards 68k then 55k Lines up with the weekly [---] SMA at 56k"  
[X Link](https://x.com/notanotherquant/status/1999568557546307615)  2025-12-12T19:54Z [--] followers, [---] engagements


"1/Busy Canadian data slate this morning 8:15am ET: Housing Starts 8:30am ET: November CPI (the headliner) Later: Manufacturing Sales These releases could sway CAD price action and shape BoC sentiment especially with rate holds and tariff jitters in play. Lets break it down"  
[X Link](https://x.com/notanotherquant/status/2000546564176056519)  2025-12-15T12:40Z [--] followers, [--] engagements


"2/ CPI Spotlight Consensus looks for headline CPI at 2.22.3% y/y (flat to slightly above Octobers 2.2%). Core (trim/median): Stable but still near the top of the BoCs 13% band Exfood & energy: 2.7% y/y Drivers: Gas prices lower y/y; food 3%; shelter & travel remain firm Methodology note: Starting this month accommodation pricing is collected over [--] weekends vs [--] which could add noise to MoM swings"  
[X Link](https://x.com/notanotherquant/status/2000546567032299944)  2025-12-15T12:40Z [--] followers, [--] engagements


"3/ Why CPI Matters The BoC held at 2.25% on Dec [--] calling policy about right. Hotter print (2.3% + sticky cores): Reinforces nocuts stance supports CAD via policy divergence vs. potential US easing Cooler data: Revives easing chatter though most forecasters still expect a hold through [----] Wild card: Tariff uncertainty could amplify market reactions"  
[X Link](https://x.com/notanotherquant/status/2000546569607663727)  2025-12-15T12:40Z [--] followers, [--] engagements


"5/ Manufacturing Sales (Oct) Advance estimate showed 1.1% MoM final print to confirm. Weak result: Highlights tariff impacts on tradeexposed sectors broadens growth concerns pressures CAD Upside surprise: Eases fears signals resilience in manufacturing despite external headwinds"  
[X Link](https://x.com/notanotherquant/status/2000546575072768432)  2025-12-15T12:40Z [--] followers, [--] engagements


"6/ Broader Backdrop CAD has been steady after the BoCs rate hold and the surprise September trade surplus. Early data like MLS Home Sales and vehicle registrations give a glimpse of household and housing trends. The Governors speech on Dec [--] could shift the tone once markets digest CPI. The big picture is whether CADs resilience can hold in a policyheavy environment with trade and tariff risks still in play"  
[X Link](https://x.com/notanotherquant/status/2000546577329340611)  2025-12-15T12:40Z [--] followers, [--] engagements


"Canadian Housing Starts (Nov) just out: 254K actual vs 250K exp Strong +9.4% MoM rebound from Oct dip. Multi-unit momentum keeps construction resilient amid BoC pause. Positive tone for growth/CAD ahead of CPI. More on CPI reaction soon"  
[X Link](https://x.com/notanotherquant/status/2000561513812398535)  2025-12-15T13:40Z [--] followers, [--] engagements


"3/ Key CPI Drivers Food prices reaccelerated to 4.7% y/y the fastest pace since late [----] led by fresh fruit and prepared foods. Gasoline was softer down 7.8% y/y. Shelter costs eased slightly with rent up 4.7% while cellular services jumped 12.7%. Note: Statistics Canada introduced a new traveller accommodation methodology this month sampling prices over four weekends instead of one which could add volatility to MoM swings"  
[X Link](https://x.com/notanotherquant/status/2000600175841018356)  2025-12-15T16:13Z [--] followers, [--] engagements


"4/ Housing Starts (Nov) Came in at 254K annualized beating expectations of 250K with a +9.4% MoM rebound from Octobers dip. Urban multiunit builds drove the strength. Montreal surged +24% YoY offsetting softness in Toronto and Vancouver. Overall the data points to construction resilience despite higher rates and affordability pressures"  
[X Link](https://x.com/notanotherquant/status/2000600178395435095)  2025-12-15T16:13Z [--] followers, [--] engagements


"8/ The broader trend is that job growth has slowed from 200K+ monthly adds in [----] to nearly zero today. Health and social services are carrying the load a structural shift tied to an ageing population. Tradable sectors are softening with tariff fears starting to weigh on the outlook"  
[X Link](https://x.com/notanotherquant/status/2000956303850520709)  2025-12-16T15:48Z [--] followers, [--] engagements


"9/ From the Federal Reserves angle the wage slowdown is a clear disinflation win. Powell is watching it closely. Labour risks are noted but there is no panic. Rate cuts will likely be cautious. The data is too noisy right now with gaps and revisions clouding the picture"  
[X Link](https://x.com/notanotherquant/status/2000956305918583134)  2025-12-16T15:48Z [--] followers, [--] engagements


"@seth_fin Guess the question is if dominance weakens is it because the entire crypto market is moving up with alts over performing. Or are we just in a period of weakness where Bitcoin is taking the brunt of the selling but alts are going lower but just less of a rate than Bitcoin"  
[X Link](https://x.com/notanotherquant/status/2000982310582411323)  2025-12-16T17:32Z [--] followers, [---] engagements


"Big news from Bank of Canada Governor Tiff Macklem Canada is moving to regulate stablecoins as "good money" pegged 1:1 to the CAD backed by high quality assets and always redeemable at par. This positions the BoC as a trusted overseer alongside cash and payments. #Stablecoins #BankOfCanada #CryptoRegulation"  
[X Link](https://x.com/notanotherquant/status/2001002849736777746)  2025-12-16T18:53Z [--] followers, [--] engagements


"https://www.bnnbloomberg.ca/business/economics/2025/12/16/bank-of-canada-inflation-target-wont-change-in-2026-mandate-review-macklem/ https://www.bnnbloomberg.ca/business/economics/2025/12/16/bank-of-canada-inflation-target-wont-change-in-2026-mandate-review-macklem/"  
[X Link](https://x.com/notanotherquant/status/2001003724236537956)  2025-12-16T18:57Z [--] followers, [--] engagements


"@seth_fin I keep waiting for an extend relief rally. Does seem oversold and fear is maxed. Maybe we just need more time before the push higher"  
[X Link](https://x.com/notanotherquant/status/2001260359068664261)  2025-12-17T11:57Z [--] followers, [---] engagements


"Bitcoin rejected off of the [--] Day EMA. [--] Day SMA (Blue) continues to fall and the trendline is down. Still waiting for a convincing move for a breakout higher tp happen. Still ranged bound and waiting for a decisive move either way"  
[X Link](https://x.com/notanotherquant/status/2001342492474855639)  2025-12-17T17:23Z [--] followers, [---] engagements


"@CryptoGodJohn Bitcoin"  
[X Link](https://x.com/notanotherquant/status/2001459365744721950)  2025-12-18T01:07Z [--] followers, [---] engagements


"@PeterSchiff Has the market priced in a non independent FED"  
[X Link](https://x.com/notanotherquant/status/2001479505056272569)  2025-12-18T02:27Z [--] followers, [----] engagements


"@seth_fin No one told me an IQ test would be involved"  
[X Link](https://x.com/notanotherquant/status/2001625800546890232)  2025-12-18T12:09Z [--] followers, [--] engagements


"Nov CPI cooler: 2.7% YoY (exp 3.1%) Core 2.6% Yields dumping: 10Y -2.7bps to 4.126% DXY slipping -0.08% to [-----] Dovish repricing underway"  
[X Link](https://x.com/notanotherquant/status/2001647836312838410)  2025-12-18T13:36Z [--] followers, [---] engagements


"@intocryptoverse Little pump for now. Have to see if we can sustain"  
[X Link](https://x.com/notanotherquant/status/2001863737578246544)  2025-12-19T03:54Z [--] followers, [----] engagements


"@QuintenFrancois Bitcoin pumping on the news. Hopefully this will continue"  
[X Link](https://x.com/notanotherquant/status/2001929174773297310)  2025-12-19T08:14Z [--] followers, [---] engagements


"@saylor @LaDoger Just buy BTC"  
[X Link](https://x.com/notanotherquant/status/2002003624692433197)  2025-12-19T13:10Z [--] followers, [--] engagements


"@waleswoosh HODL and HODL some more"  
[X Link](https://x.com/notanotherquant/status/2002010816539758778)  2025-12-19T13:39Z [--] followers, [--] engagements


"Just saw the latest Canada retail sales: down 0.2% in October to about $69.4 billion with food and drink taking the biggest hit. Preliminary for November looks better at +1.2% though. Consumer trends still all over the place"  
[X Link](https://x.com/notanotherquant/status/2002024090920476904)  2025-12-19T14:31Z [--] followers, [---] engagements


"@saylor HODL and buy more BTC"  
[X Link](https://x.com/notanotherquant/status/2002073957768572972)  2025-12-19T17:50Z [--] followers, [---] engagements


"BTC Dominance Update BTC.D stuck under the regression midline since September now around 59.6% inside the Violent EMA ribbon. No altseason just mild relative strength in a few names. The multiyear channel from [----] still holds. Below 58.5% = weakness. Above 60.5% = momentum into [----]. #BTC #Bitcoin https://twitter.com/i/web/status/2002751356818391180 https://twitter.com/i/web/status/2002751356818391180"  
[X Link](https://x.com/notanotherquant/status/2002751356818391180)  2025-12-21T14:41Z [--] followers, [---] engagements


"Bitcoin daily: price bounced off the bottom of this big ascending corrective channel around $88k. Feels like short-term relief for now. Is it a real rally or just a dead-cat bounce before the next leg down $90k has been acting as resistance lately. Id really want to see a clean push past $95k to feel more confident in the upside. Just watching. #Bitcoin #BTC"  
[X Link](https://x.com/notanotherquant/status/2003094046974071077)  2025-12-22T13:23Z [--] followers, [---] engagements


"@seth_fin I am hoping once we get past the giant Bitcoin options expiry on Dec [--] we can move up. Believe Ive seen max pain at around 96k. Would need to see a grind up in these [--] days tho"  
[X Link](https://x.com/notanotherquant/status/2003853230816862667)  2025-12-24T15:40Z [--] followers, [---] engagements


"@ColinTCrypto Huge BTC options expiry on Dec [--] might be where we see the move"  
[X Link](https://x.com/notanotherquant/status/2003971142546256338)  2025-12-24T23:28Z [--] followers, [---] engagements


"@leadlagreport Base case is sticky inflation with tariffs wages and fiscal boost keep it 2.53.5% through [----] before fading. Deflations more of a tail risk not median. Metals surge looks more safe-haven plus lower rates than imminent price collapse"  
[X Link](https://x.com/notanotherquant/status/2004596915460342102)  2025-12-26T16:55Z [--] followers, [----] engagements


"Bitcoins weekly chart as we head into the end of [----] Price is still sitting well below the inverted Bull Market Support Band in the 101k to 105k area. That zone rejected price multiple times earlier in the cycle and nothing has changed on that front yet. Until its reclaimed the broader structure stays heavy. Were now drifting toward the 100week MA around 85.6k which is the next highertimeframe level Im watching. The overall picture still feels corrective on this timeframe with no real signs of a sustained bull recovery yet. Just seeing how the weekly close shapes up. Hope everyones having a"  
[X Link](https://x.com/notanotherquant/status/2004923161406489074)  2025-12-27T14:31Z [--] followers, [---] engagements


"@seth_fin They also dont seem to understand rebalancing that goes on as their clients reposition a little bit. The Blackrock dumping conspiracy does seem for pure engagement"  
[X Link](https://x.com/notanotherquant/status/2004956605084041435)  2025-12-27T16:44Z [--] followers, [--] engagements


"@PeterSchiff Bitcoin has a very strong melt up factor. Celebrating this downfall like all the other downfalls zoom out"  
[X Link](https://x.com/notanotherquant/status/2004966139861094842)  2025-12-27T17:22Z [--] followers, [---] engagements


"@seth_fin If it is over I would expect a bounce into the eventual bear. If we remain horizontal for an extended period of time then possibly an extended cycle. Always have a BTC bag just incase"  
[X Link](https://x.com/notanotherquant/status/2005290763786350761)  2025-12-28T14:52Z [--] followers, [--] engagements


"Bitcoin daily chart into the end of [----]. Post-ATH structure remains bearish overall. Price continues rolling over beneath the falling MAs with each bounce fading quicker. Lately we've settled into tighter horizontal chop ($85k$91k range) and we're back testing the lower end again around $87.9k. Volume remains light no real conviction either way. Just waiting for a decisive break. (Note the death cross from Nov [--] still haven't tagged the 50-day yet.)"  
[X Link](https://x.com/notanotherquant/status/2005291866363662500)  2025-12-28T14:56Z [--] followers, [--] engagements


"Bitcoin daily chart into the end of [----]. Post-ATH structure remains bearish overall. Price continues rolling over beneath the falling MAs with each bounce fading quicker. Lately we've settled into tighter horizontal chop ($85k$91k range) and we're back testing the lower end again around $87.9k. Volume remains light no real conviction either way. Just waiting for a decisive break. (Note the death cross from Nov [--] still haven't tagged the 50-day yet.)"  
[X Link](https://x.com/notanotherquant/status/2005295820745196001)  2025-12-28T15:12Z [--] followers, [---] engagements


"Most people seem to agree AI is deflationary long-term due to the productivity surge. The open question is just how long 'long-term' actually is. That could be late 2020s could be 2030s depending on adoption speed and whether the current capex boom keeps prices supported in the meantime"  
[X Link](https://x.com/notanotherquant/status/2005301542761398427)  2025-12-28T15:35Z [--] followers, [--] engagements


"@leadlagreport Most people seem to agree AI is deflationary long-term due to the productivity surge. The open question is just how long 'long-term' actually is. That could be late 2020s could be 2030s depending on adoption speed"  
[X Link](https://x.com/notanotherquant/status/2005302517987676320)  2025-12-28T15:39Z [--] followers, [---] engagements


"Bitcoin Weekly: The BMSB Crossing Below the 50w MA Has Marked Every Prolonged Bear Market Since [----] [--------] bear grind [--------] bear market The same signal appeared during the [----] COVID capitulation (special case). Its developing again now. If confirmed and detachment persists the parallel suggests extended correction into [----] fitting the 4-year cycle spacing + current 2019-style price action. Historical charts + current setup below https://twitter.com/i/web/status/2005984453126975495 https://twitter.com/i/web/status/2005984453126975495"  
[X Link](https://x.com/notanotherquant/status/2005984453126975495)  2025-12-30T12:48Z [---] followers, [----] engagements


"1/ [--------] Bear Market During the prolonged grind from $20k highs to $3k lows the Bull Market Support Band (20w SMA red / 21w EMA purple) crossed and stayed below the 50w MA (blue). Price remained detached for months. Reclaim of the band in late [----] / early [----] eventually signaled the next bull cycle"  
[X Link](https://x.com/notanotherquant/status/2005984456352453093)  2025-12-30T12:48Z [--] followers, [--] engagements


"2/ [----] COVID Capitulation (special case) The March crash took price sharply lower. The BMSB again crossed below the 50w MA and stayed detached during the final leg down. Quick reclaim later in [----] kicked off the explosive bull run to [----] highs"  
[X Link](https://x.com/notanotherquant/status/2005984458638565467)  2025-12-30T12:48Z [--] followers, [--] engagements


"@intocryptoverse This is still a bitcoin dominance post"  
[X Link](https://x.com/notanotherquant/status/2006152295793209655)  2025-12-30T23:55Z [--] followers, [----] engagements


"@TedPillows We are due for a sustained relief rally"  
[X Link](https://x.com/notanotherquant/status/2006293253797154864)  2025-12-31T09:16Z [--] followers, [---] engagements


"@seth_fin We are due for a relief rally. Would be amazing to hit a ATH while doing it. I am skeptical but hopeful"  
[X Link](https://x.com/notanotherquant/status/2006315264304873771)  2025-12-31T10:43Z [--] followers, [--] engagements


"Bitcoin Daily Closing Out [----] Post-ATH consolidation in a tightening range: Support $84.5k$87k holding firm (multiple touches + recent wick rejection) Resistance $94.6k under $126k trendline (lower highs intact) 50-day MA ($89.8k) as midline resistance Low-volume grind potentially coiling for [----] breakout. Multi-cycle monitoring thread (pinned) for longer view Quick follow-up on the Bitcoin daily chart. Adjusted the lines a bit to better fit the latest action. Price is now sitting right on the lower support zone ($87k) with the trendline from the 126k high and both the 21-day and 50-day MAs"  
[X Link](https://x.com/notanotherquant/status/2006367242611507426)  2025-12-31T14:10Z [---] followers, [---] engagements


"@seth_fin Hoping for green. Have to plan for red"  
[X Link](https://x.com/notanotherquant/status/2006703802137883039)  2026-01-01T12:27Z [--] followers, [--] engagements


"Quick correction: The $105B is from the overnight reverse repo (ON RRP) where institutions park excess cash WITH the Fed and it actually absorbs liquidity temporarily not injects it. The actual injection was the separate repo operation ($74.6B lent out by the Fed). Both are routine year-end to smooth markets not new QE or stimulus. https://twitter.com/i/web/status/2006705179190562842 https://twitter.com/i/web/status/2006705179190562842"  
[X Link](https://x.com/notanotherquant/status/2006705179190562842)  2026-01-01T12:32Z [--] followers, [---] engagements


"Quick correction: The $105B is from the overnight reverse repo (ON RRP) where institutions park excess cash WITH the Fed and it actually absorbs liquidity temporarily not injects it. The actual injection was the separate repo operation ($74.6B lent out by the Fed). Both are routine year-end to smooth markets not new QE or stimulus. https://twitter.com/i/web/status/2006723487985999913 https://twitter.com/i/web/status/2006723487985999913"  
[X Link](https://x.com/notanotherquant/status/2006723487985999913)  2026-01-01T13:45Z [--] followers, [--] engagements


"Solid breakdown but quick context. The $74.6B SRF spike (incl. MBS mix) is elevated year-end funding adjustment in tighter reserves and really not a cliff drop. Private markets tightened but SRF capped rates stably (3.75% normal). RRP at $106B is a spike not drained. Should unwind early next week if routine . https://twitter.com/i/web/status/2006749814252343660 https://twitter.com/i/web/status/2006749814252343660"  
[X Link](https://x.com/notanotherquant/status/2006749814252343660)  2026-01-01T15:30Z [--] followers, [---] engagements


"Quick correction: The $105B is from the overnight reverse repo (ON RRP) where institutions park excess cash WITH the Fed and it actually absorbs liquidity temporarily not injects it. The actual injection was the separate repo operation ($74.6B lent out by the Fed). Both are routine year-end to smooth markets not new QE or stimulus. https://twitter.com/i/web/status/2006776040400519406 https://twitter.com/i/web/status/2006776040400519406"  
[X Link](https://x.com/notanotherquant/status/2006776040400519406)  2026-01-01T17:14Z [--] followers, [---] engagements


"Quick correction: The $105B is from the overnight reverse repo (ON RRP) where institutions park excess cash WITH the Fed and it actually absorbs liquidity temporarily not injects it. The actual injection was the separate repo operation ($74.6B lent out by the Fed). Both are routine year-end to smooth markets not new QE or stimulus. https://twitter.com/i/web/status/2006786177827795394 https://twitter.com/i/web/status/2006786177827795394"  
[X Link](https://x.com/notanotherquant/status/2006786177827795394)  2026-01-01T17:54Z [--] followers, [---] engagements


"@IncomeSharks Major lesson for me is to take more profit. Dont hodl just to hodl"  
[X Link](https://x.com/notanotherquant/status/2006874660429074582)  2026-01-01T23:46Z [--] followers, [---] engagements


"@TedPillows We can stay oversold for an extended period of time. Certainly expect bounce to the 50w MA soon though"  
[X Link](https://x.com/notanotherquant/status/2007046904031682896)  2026-01-02T11:10Z [--] followers, [---] engagements


"3/Why Banks optimize balance sheets for reporting. Treasury issuance + holidays tighten private markets. Rates held steady therefore no blowout. Fed removed SRF cap in Dec and encouraged normal use. Worked as intended"  
[X Link](https://x.com/notanotherquant/status/2007086155570053390)  2026-01-02T13:46Z [---] followers, [--] engagements


"4/ Early Jan expect to see a sharp unwind (typical post-year-end pattern). These are routine reallocations not stimulus"  
[X Link](https://x.com/notanotherquant/status/2007086157809762427)  2026-01-02T13:46Z [---] followers, [---] engagements


"Quick correction: The $105B is from the overnight reverse repo (ON RRP) where institutions park excess cash WITH the Fed and it actually absorbs liquidity temporarily not injects it. The actual injection was the separate repo operation ($74.6B lent out by the Fed). Both are routine year-end to smooth markets not new QE or stimulus. https://twitter.com/i/web/status/2007130998027452608 https://twitter.com/i/web/status/2007130998027452608"  
[X Link](https://x.com/notanotherquant/status/2007130998027452608)  2026-01-02T16:44Z [--] followers, [---] engagements


"@QuintenFrancois Hopefully we can get a sustained pump"  
[X Link](https://x.com/notanotherquant/status/2007134350878683198)  2026-01-02T16:58Z [--] followers, [--] engagements


"@cryptogoos Speculative but QE would need crisis vibes (long-term buys easing intent) which is not currently happening yet. Jan [--] SRF drop to $3B confirms Dec spike was seasonal funding pressures not pivot signal. No QE hints so far"  
[X Link](https://x.com/notanotherquant/status/2007148232653287584)  2026-01-02T17:53Z [--] followers, [--] engagements


"@Brownmoose Hopefully this has the juice for a sustained pump"  
[X Link](https://x.com/notanotherquant/status/2007155603647680576)  2026-01-02T18:22Z [--] followers, [--] engagements


"@silvertrade $22.8B Jan [--] SRF (two ops) is a sharp drop from Dec 31's $74.6B and confirms the unwind of seasonal funding pressures in post-QT reserves not "systemic crisis.""  
[X Link](https://x.com/notanotherquant/status/2007191290933588333)  2026-01-02T20:44Z [--] followers, [----] engagements


"Quick repo myth bust: Daily SRF amounts are NOT cumulative or "added on top." Dec 31's record $74.6B matured/unwound on Jan [--]. Jan 2's $22.8B total (two ops) is completely new demand and it's a sharp drop confirming seasonal funding pressures in post-QT reserves unwinding as expected. No escalating bailouts so far. https://twitter.com/i/web/status/2007197775046521015 https://twitter.com/i/web/status/2007197775046521015"  
[X Link](https://x.com/notanotherquant/status/2007197775046521015)  2026-01-02T21:10Z [--] followers, [---] engagements


"That's a fair point but the full bull run has historically been measured from cycle low to peak: $3200 (Dec 2018) to $69000 (Nov 2021) a 21x move with the parabolic phase coming later on stimulus. This cycle delivered 8x from $16000 (Nov [----] low) to $126000 ATH (Oct 2025) amid initially tight liquidity until late-2025 cuts driven by ETFs and institutions. I'm not ruling out an extended run higher but based on historical framing and facts the core bull already played out. https://twitter.com/i/web/status/2007214100334387639 https://twitter.com/i/web/status/2007214100334387639"  
[X Link](https://x.com/notanotherquant/status/2007214100334387639)  2026-01-02T22:15Z [---] followers, [--] engagements


"@cryptorover Jan [--] SRF dropped to $22.8B (from Dec [--] $74.6B) which is the unwind of seasonal pressures in post-QT reserves not endless injections or pumps"  
[X Link](https://x.com/notanotherquant/status/2007224288127135882)  2026-01-02T22:55Z [---] followers, [---] engagements


"@cryptogoos Jan [--] SRF dropped to $22.8B (from Dec [--] $74.6B) which is the unwind of seasonal pressures in post-QT reserves not endless injections or pumps"  
[X Link](https://x.com/notanotherquant/status/2007225352956100840)  2026-01-02T22:59Z [---] followers, [--] engagements


"@cryptorover QE signs would be the FOMC hints at long-term buys rates near zero or recession signals. None yet and current RMPs are short-term T-bills for reserves. Nothing to get excited about yet"  
[X Link](https://x.com/notanotherquant/status/2007433960909889913)  2026-01-03T12:48Z [--] followers, [---] engagements


"Bitcoin Daily Update Early [----] Nice bounce reclaiming the 50-day MA ($89.2k) as local support. Short-term positive but still capped under descending resistance ($126k primary trendline + recent $100k secondary). Do we have the juice to test $94.5k resistance next Longer-term eyeing the 200-day ($106.7k) and 50-week ($101.6k) levels. Pinned multi-cycle thread for context https://twitter.com/i/web/status/2007811772867117366 https://twitter.com/i/web/status/2007811772867117366"  
[X Link](https://x.com/notanotherquant/status/2007811772867117366)  2026-01-04T13:50Z [--] followers, [--] engagements


"@TedPillows Hoping for a breakout up to test resistance but maybe we will remain ranged-bound"  
[X Link](https://x.com/notanotherquant/status/2008119936288432446)  2026-01-05T10:14Z [--] followers, [---] engagements


"@Brownmoose GM. Looking like a green start so far"  
[X Link](https://x.com/notanotherquant/status/2008145968219533380)  2026-01-05T11:58Z [--] followers, [--] engagements


"@Brownmoose The 10am slam might sweep the gaps. Hoping for an extended relief pump"  
[X Link](https://x.com/notanotherquant/status/2008161136450080919)  2026-01-05T12:58Z [--] followers, [--] engagements


"Bitcoin on the weekly timeframe showing good support at the 100-week MA ($86.5k). My base case is we eventually target the 50-week MA ($101.4k). What happens at the 50-week will determine if we have an extended cycle or if we are in fact in a bear market already. If we reject hard off the 50-week then we may have to retest the 100-week. If we can sustain closes above then we may be in business for something extended. Should note extended doesnt necessarily mean a super cycle and a bear market doesnt necessarily mean a deep or prolonged one. Thoughts"  
[X Link](https://x.com/notanotherquant/status/2008178211591492056)  2026-01-05T14:06Z [---] followers, [---] engagements


"@seth_fin If ISM Services PMI show weakness as well on Wednesday could put more pressure on the FED"  
[X Link](https://x.com/notanotherquant/status/2008195800434946413)  2026-01-05T15:16Z [--] followers, [--] engagements


"The early January unwind is in as mentioned in my other thread. Monday ops (Jan [--] settlement): SRF: Down to $0.02B (from $74.6B) Treasuries: $0.01B Agency/MBS: $0.01B ON RRP: Down to $6.5B (from $106B) SOFR printed steady so we dont have to worry about rate pressure. This is a classic post-holiday normalization. Year-end optimizations have cleared and the facilities soaked up the seasonal spike exactly as theyre meant to. With the post-QT end (late 2025) reserves are still scarcer so these calendar-driven spikes hit harder than they used to. Still a routine backstop though. No new liquidity"  
[X Link](https://x.com/notanotherquant/status/2008254141089353877)  2026-01-05T19:07Z [---] followers, [---] engagements


"@silvertrade $0 repo today (Jan 5) is full normalization after year-end unwind and is not a pause in a run. Spikes were seasonal pressures in post-QT reserves. Back to low daily averages. This is what we would expect to see"  
[X Link](https://x.com/notanotherquant/status/2008290793824387212)  2026-01-05T21:33Z [---] followers, [---] engagements


"@cryptorover Alt metal season"  
[X Link](https://x.com/notanotherquant/status/2008684319439733171)  2026-01-06T23:37Z [---] followers, [---] engagements


"@seth_fin Will give us an idea how much pressure the FED will be under for more cuts. See if the economy is stalling out and any recession risks"  
[X Link](https://x.com/notanotherquant/status/2008890536221196627)  2026-01-07T13:16Z [---] followers, [--] engagements


"@Brownmoose Will $BTC have the juice this time"  
[X Link](https://x.com/notanotherquant/status/2008899954622836827)  2026-01-07T13:54Z [---] followers, [--] engagements


"@cryptorover Its keeping us range bound. Eventually it will give"  
[X Link](https://x.com/notanotherquant/status/2008943452374147204)  2026-01-07T16:46Z [---] followers, [---] engagements


"@AshCrypto Just one more breakout just one more breakout. Its still good its still good"  
[X Link](https://x.com/notanotherquant/status/2009012084697358783)  2026-01-07T21:19Z [---] followers, [---] engagements


"@JamesWynnReal @grok Dirty fiat"  
[X Link](https://x.com/notanotherquant/status/2009197694343070155)  2026-01-08T09:37Z [---] followers, [----] engagements


"@cryptorover With a drop in the unemployment rate they are under less pressure to cut"  
[X Link](https://x.com/notanotherquant/status/2009627616223826228)  2026-01-09T14:05Z [---] followers, [---] engagements


"BTC weekly: the bull market support band is closing in on a break below the 50week MA a level thats signalled weakness in past cycles. The top of the BMSB still holds and this cycles been different enough that were not cooked yet. Still a key level to watch"  
[X Link](https://x.com/notanotherquant/status/2009628270485266500)  2026-01-09T14:08Z [---] followers, [---] engagements


"@Neni536975 Just something to be aware of. I can't find an instance where when this breakdown occurred that we didn't go into a bear. But for the extended (or super-cycle) to play out maybe this is this test"  
[X Link](https://x.com/notanotherquant/status/2009630731824468361)  2026-01-09T14:17Z [---] followers, [--] engagements


"Canadian Jobs Update: December [----] (released Jan [--] 2026) Headline Numbers Employment: +8.2K (beat -5K consensus far slower than Novs +53.6K) Unemployment: 6.8% (+0.3 pts worse than expected) Employment rate: 60.9% Participation: 65.4% (+0.3 pts as more people looked for work) Canada added jobs mostly full-time +50K but not enough to absorb new job seekers. Unemployment rose as a result. Breakdown Full-time: +50K Part-time: -42K Sector gains: Health care & social assistance +21K (+0.7%) Other services +15K (+2.0%) Sector losses: Professional scientific & technical services -18K (-0.9%)"  
[X Link](https://x.com/notanotherquant/status/2009704427251245281)  2026-01-09T19:10Z [---] followers, [---] engagements


"Canadas labour market is cooling faster than the headline suggests. Fulltime gains look good on paper but rising unemployment and softer wages tell a clearer picture. Hard to see the Bank of Canada tightening into this which keeps CAD vulnerable near 1.39"  
[X Link](https://x.com/notanotherquant/status/2009712045156180115)  2026-01-09T19:41Z [---] followers, [---] engagements


"@intocryptoverse It worse when a bunch of them are paid to shill a project and then just rug pull it. Then try and delete all the evidence on X"  
[X Link](https://x.com/notanotherquant/status/2010207147175621027)  2026-01-11T04:28Z [---] followers, [----] engagements


"@Brownmoose @BuffaloBills Missed the ole notification this morning (unless X is doing something weird again). Def will have the game on Packers got cooked last night"  
[X Link](https://x.com/notanotherquant/status/2010383954927550475)  2026-01-11T16:11Z [---] followers, [--] engagements


"@Brownmoose Morning Moose. Planning out the day and week. Hopefully a week of good posts"  
[X Link](https://x.com/notanotherquant/status/2010698339587706948)  2026-01-12T13:00Z [---] followers, [--] engagements


"Bitcoin on the daily: Short term looks bullish. The 20-day MA is starting to overtake the 50-day MA a bullish crossover signaling positive upward momentum. We still have resistance sitting above at the $94.5k level. Overnight folks got excited over the quick pump to $92.5k but we've retraced most of it. This range is getting frustrating and hopefully we break out of it soon. Longer term I remain more hesitant as shown in my weekly chart. The 50-week MA is the real target and until we test that repeatedly it's tough for me to get firmly long term bullish or bearish. Anyone else frustrated with"  
[X Link](https://x.com/notanotherquant/status/2010711823633236355)  2026-01-12T13:53Z [---] followers, [---] engagements


"@Brownmoose We had that brief pause with the coinbase premium and then right back into the gutter. Really need that to change to the green"  
[X Link](https://x.com/notanotherquant/status/2010725149579124746)  2026-01-12T14:46Z [---] followers, [--] engagements


"December CPI is out. Headline: +2.7% YoY exactly as expected and flat from November. Core: slowed to +2.6% YoY (vs 2.7% expected) MoM +0.2% (undershot 0.3% forecast). Headline MoM +0.3% on consensus. Decent print overall. No big surprises but the slow cooling trend continues. Key drivers: Shelter: +0.4% MoM +3.2% YoY (still the main sticky spot) Food: +0.7% MoM Energy: softer gasoline down First clean read after the shutdown distortions. Broader trend drifting lower but housing and services keep it sticky above 2%. Markets showing a mild bid with futures up slightly yields flat-ish and the"  
[X Link](https://x.com/notanotherquant/status/2011075098543882245)  2026-01-13T13:57Z [---] followers, [---] engagements


"Why this CPI matters: The Fed sits at 3.503.75% after the late-2025 cuts. Todays in-line headline and softer core keep future easing on the table but Jan [----] is still a pause with cut odds near 5%. Unemployment is 4.4% with no real cracks. Payrolls were soft at +50k but a steady labour market gives the Fed room to wait. If tariffs or wages heat up in [----] the outlook could shift. SCOTUS is worth watching tomorrow since they could uphold or strike down the broader tariff framework. It might be a nothingburger but its a real swing factor. For now it still looks like a gradual cooldown. That"  
[X Link](https://x.com/notanotherquant/status/2011079063851393277)  2026-01-13T14:13Z [---] followers, [---] engagements


"Now the forward look: Official CPI is the benchmark but it lags because of monthly surveys the heavy housing weight (about 33%) and the slower Owners Equivalent Rent measure. Real-time alternatives like Truflation which pulls more than [--] million daily data points from over [--] sources have been flashing sub-2% for weeks. Their US CPI gauge dropped to 1.73% today (from 1.87%) driven by housing (rented dwellings: new leases flat/down concessions up vacancies higher). PCE proxy near 2.04%. Why the gap: Updates daily so it catches turns [--] to [--] days faster Lower housing weight (about 23%) and"  
[X Link](https://x.com/notanotherquant/status/2011096797372887421)  2026-01-13T15:23Z [---] followers, [---] engagements


"@Crypto_CompassX GM. Agree with that zone. Will be lots of selling pressure in general above $100k so we shall see"  
[X Link](https://x.com/notanotherquant/status/2011420401176383849)  2026-01-14T12:49Z [---] followers, [--] engagements


"Bitcoin on the daily: Closed above $94.5k yesterday. The bullish crossover continues to widen as the 20-day MA pulls away from the 50-day. Added the 100-day MA in orange ($97.3k) to highlight the next resistance. Multiple closes above $94.5k would strengthen the case for a sustained move higher. We finally have a move out of the previous range. Curious how others are reading it. Does this have the juice to stay above"  
[X Link](https://x.com/notanotherquant/status/2011431244198723732)  2026-01-14T13:32Z [---] followers, [---] engagements


"@Brownmoose Do we have the juice Moose Short term its looking good"  
[X Link](https://x.com/notanotherquant/status/2011450651965083858)  2026-01-14T14:49Z [---] followers, [--] engagements


"@Brownmoose Missed my post Moose Want your analysis. I know you are a busy guy these days tho lol"  
[X Link](https://x.com/notanotherquant/status/2011512123021803774)  2026-01-14T18:53Z [---] followers, [--] engagements


"@Neni536975 Ill take all the green I can get at this point"  
[X Link](https://x.com/notanotherquant/status/2011537411269148991)  2026-01-14T20:34Z [---] followers, [--] engagements


"@Brownmoose You should always have a bag of Bitcoin just in case. Bull or bear short or long term. Have a stash and leave it because they will never stop printing money and if the super-cycle people are correct you want that exposure"  
[X Link](https://x.com/notanotherquant/status/2011564963069116536)  2026-01-14T22:23Z [---] followers, [--] engagements


"BTC dominance has been stable near [--] percent even as altseason discussions continue. The flow metrics point to something more restrained. Snapshot (Jan [--] 2026): BTC.D: 59.8% holding the 5860% support area ETH/BTC: [------] modest rise into the 0.0350.036 resistance zone USDT.D: 5.8% capital parked in stables but at the softening threshold Adjusted alt cap vs BTC (TOTAL3USDT/BTC): holding support no broad alt surge This looks like consolidation rather than rotation. The bottom line is BTC dominance remains sticky near 59.6%. A broad altcoin rotation looks delayed rather than finished. It still"  
[X Link](https://x.com/notanotherquant/status/2011878179296670051)  2026-01-15T19:08Z [---] followers, [---] engagements


"@Brownmoose Yeah. As you were talking about it in your post how it looks may be quick different with what actually makes it. It can be a challenge to gauge the probabilities but I tried to peg a reasonable case at least for where we currently are"  
[X Link](https://x.com/notanotherquant/status/2011880351900254716)  2026-01-15T19:17Z [---] followers, [--] engagements


"@TedPillows BTC.D and USDT.D also vital for any potential altseason"  
[X Link](https://x.com/notanotherquant/status/2012167582866960742)  2026-01-16T14:18Z [---] followers, [---] engagements


"Latest Truflation CPI hit 1.55% YoY (Jan [--] 2026) sub-2% sustained since late December. Official December CPI (released Jan [--] 2026) is 2.7% YoY core 2.6%. Gap is about 1.15pp. Before we call inflation over deflation here look back at April [----]. Truflation plunged to 1.22% mid-month and looked like the end of inflation. It rebounded to around 2.3% by month-end. Official CPI never went below 2.3%. The extreme low didnt hold. From January to November [----] month-end numbers were unusually tight with about 0.07pp average variance. The year featured sticky reacceleration peaking at 3.04% in"  
[X Link](https://x.com/notanotherquant/status/2012175335584936416)  2026-01-16T14:49Z [---] followers, [---] engagements


"@Shan_Specter Right as I made a new post. Is this related to the outage earlier in the week"  
[X Link](https://x.com/notanotherquant/status/2012185729586311346)  2026-01-16T15:30Z [---] followers, [--] engagements


"BLS data has been largely steady and the Truflation has matched it but within some months has been aggressively lower for periods. Yeah for most of the year steady rise now the drop. Have to wait for the BLS data which is lagging. Also curious where Truflation ends January at. https://twitter.com/i/web/status/2012221514410573875 https://twitter.com/i/web/status/2012221514410573875"  
[X Link](https://x.com/notanotherquant/status/2012221514410573875)  2026-01-16T17:52Z [---] followers, [--] engagements


"@WatcherGuru"  
[X Link](https://x.com/notanotherquant/status/2012285876273922297)  2026-01-16T22:08Z [---] followers, [---] engagements


"@thecryptonitty Yeah the T-bills do add liquidity pressure. If passthrough hits it could indeed counter disinflation. Truflation should pick that up fast with daily transaction data but volatility means we can see swings in the short term. PCE release will tell us more"  
[X Link](https://x.com/notanotherquant/status/2012506297149612521)  2026-01-17T12:44Z [---] followers, [--] engagements


"Short term bullish. Think we have a lot of resistance above us at $100k- $106k. First have to get there With Supreme Court no idea. They don't say what they will be commenting on just that something will be. The more I read on the Clarity act issues the less clarity I get The Coinbase critique on the act seems valid but others are saying this is Coinbase trying to position itself as a bank"  
[X Link](https://x.com/notanotherquant/status/2012511856338845941)  2026-01-17T13:06Z [---] followers, [--] engagements


"@DaanCrypto It is still looking sticky. Still looking at ETH/BTC and USDT.D for some more signals. Think many were expecting (hoping) for a breakdown by now"  
[X Link](https://x.com/notanotherquant/status/2012526793559818367)  2026-01-17T14:05Z [---] followers, [---] engagements


"@Brownmoose This is what we like to see. Weakening downside momentum. If we get the buyers stepping in we can test again higher"  
[X Link](https://x.com/notanotherquant/status/2012530025707274452)  2026-01-17T14:18Z [---] followers, [--] engagements


"@Brownmoose It is what we need to see some sort of alt season"  
[X Link](https://x.com/notanotherquant/status/2012538994861523374)  2026-01-17T14:54Z [---] followers, [--] engagements


"Canadian CPI Update December [----] (released Jan [--] 2026) Headline Numbers Headline CPI: +2.4% y/y (rose from Nov 2.2% higher than 2.2% consensus) Monthly change: -0.2% m/m (better than expected -0.3%) Excluding gasoline: +3.0% y/y (up from Nov 2.6%) Core measures: CPI-trim 2.7% y/y (down from 2.9%) CPI-median 2.5% y/y (down from 2.8% lowest in a year) CPI-common 2.8% y/y (unchanged) Headline inflation rose due to last year's low prices (GST/HST holiday reversal) while core measures cooled and showed softer underlying pressures. Breakdown Shelter: +2.1% y/y (eased from 2.3%) Food from stores:"  
[X Link](https://x.com/notanotherquant/status/2013271952903794967)  2026-01-19T15:26Z [---] followers, [---] engagements


"Dec CPI rose to 2.4% y/y from 2.2% a bit above the 2.2% consensus. Most of it is just GST base-effect noise. Nothing meaningful. The key takeaway sits in the core numbers. Median slipped to 2.5% the lowest in a year and the broader trend keeps moving toward 2%. Shelter pressures are easing labour slack is still present and nothing in the data points to an overheating economy. Canada continues to move through subdued growth with trade risks hanging over the outlook. The Bank of Canada stays comfortable on hold. No reason for panic cuts no case for a hawkish turn. Are you leaning into the"  
[X Link](https://x.com/notanotherquant/status/2013279112794624018)  2026-01-19T15:55Z [---] followers, [---] engagements


"Quick explainer on terms from today's CPI: Base-effect noise: Last year's prices were unusually low (GST/HST holiday) so this year's numbers look higher even if nothing really changed. That's most of the headline rise. Core measures (what the BoC watches most): CPI-trim: Drops the 40% most extreme price changes each month to cut out noise. CPI-median: Looks at the middle price change in the basket and ignores outliers. CPI-common: Tracks price movements shared across many categories. These show the underlying trend better than the headline. Today they cooled so the dovish story matters more"  
[X Link](https://x.com/notanotherquant/status/2013279931942240546)  2026-01-19T15:58Z [---] followers, [---] engagements


"@thecryptonitty Yeah think its mostly noise though. CPI core is looking good and its heading in the right direction. We shall see though"  
[X Link](https://x.com/notanotherquant/status/2013301213127750030)  2026-01-19T17:23Z [---] followers, [--] engagements


"@Brownmoose You could almost view it as a mild bear market"  
[X Link](https://x.com/notanotherquant/status/2013596367688532351)  2026-01-20T12:55Z [---] followers, [---] engagements


"@Crypto_CompassX Yeah Core is where my focus is and it is trending lower. The food inflation is one thing I mentioned but didn't focus on to much. Hopefully it will lower over 2026"  
[X Link](https://x.com/notanotherquant/status/2013598283227091080)  2026-01-20T13:03Z [---] followers, [--] engagements


"@thecryptonitty No crash flag yet. Yields and gold both rising means the old inverse correlation broken. Gold is hedging to bigger policy/fiscal risks now. It is worrisome but not alarming yet"  
[X Link](https://x.com/notanotherquant/status/2013617762141168039)  2026-01-20T14:21Z [---] followers, [--] engagements


"@Brownmoose Yeah in the 1970s and mid 2000s. Gold kept rising as hedge and stocks remained mixed or positive and did not crash. Ended when real yields rose sharply"  
[X Link](https://x.com/notanotherquant/status/2013619053235974543)  2026-01-20T14:26Z [---] followers, [--] engagements


"@Brownmoose Yeah. 1970s was worse as it was stagflation and mid 2000s was mild reflation. Have to see how this situation shakes out. They will continue to print more money so lol"  
[X Link](https://x.com/notanotherquant/status/2013620718089486598)  2026-01-20T14:32Z [---] followers, [--] engagements


"@thecryptonitty 1970s stagflation and the mid 2000s mild reflation are the two major examples of this"  
[X Link](https://x.com/notanotherquant/status/2013621170319303104)  2026-01-20T14:34Z [---] followers, [--] engagements


"@thecryptonitty Yeah we really need to avoid that. Think we are much closer to the mid [----] scenario than the 1970s stagflation one. Still too early to be definitive though"  
[X Link](https://x.com/notanotherquant/status/2013623988094726636)  2026-01-20T14:45Z [---] followers, [--] engagements


"@Shan_Specter It is right around the 200-week MA which is usually the bear market target"  
[X Link](https://x.com/notanotherquant/status/2013631598801907784)  2026-01-20T15:15Z [---] followers, [--] engagements


"@seth_fin Yeah starting to get towards that uncomfortable price level again. If we stay sideways long enough and have a quick dump on some bad news maybe that is the "bear" with the higher floor. Famous last words though"  
[X Link](https://x.com/notanotherquant/status/2013712778880500205)  2026-01-20T20:38Z [---] followers, [--] engagements


"@Brownmoose The amount of FUD over there years should harden people up. Not sure how many new people are in the scene (seems new retail is gone). My suspicion is many are alt heavy and bitcoin lite. They know if we go into a bear (not guaranteed) they just have dust bags"  
[X Link](https://x.com/notanotherquant/status/2013724396641251642)  2026-01-20T21:24Z [---] followers, [--] engagements


"@Jeremybtc Least the CME gap got closed"  
[X Link](https://x.com/notanotherquant/status/2013743210812588500)  2026-01-20T22:39Z [---] followers, [---] engagements


"@semtrades @WatcherGuru @BTCPrice Yeah I am talking about the 100x degens that just keep coming back for more ahah"  
[X Link](https://x.com/notanotherquant/status/2013743744772608252)  2026-01-20T22:41Z [---] followers, [--] engagements


"@seth_fin I can hear the 100x longs crying out in pain"  
[X Link](https://x.com/notanotherquant/status/2013747797120499942)  2026-01-20T22:57Z [---] followers, [---] engagements


"@seth_fin Yep we should be good. Even seeing a wick of $87776 on coinbase. Hopefully we can rebound up"  
[X Link](https://x.com/notanotherquant/status/2013753002541113529)  2026-01-20T23:18Z [---] followers, [----] engagements


"@Brownmoose GM Moose Yeah at least we didnt continue to dump overnight"  
[X Link](https://x.com/notanotherquant/status/2013939482823729315)  2026-01-21T11:39Z [---] followers, [--] engagements


"Weekly BTC Update January [--] [----] BTC is holding just above the 100-week MA ($87.2k) one of the last major supports of this cycle. The Bull Market Support Band (20w MA $100.5k / 21w EMA $97.3k) has broken decisively below the 50-week MA ($101.2k). Notable wick action: last week we wicked close to the BMSB but did not aggressively test it. This week the 100-week has held so far but again has not been thoroughly tested. I remain cautious in this overall structure. If the 100-week MA fails and is not reclaimed quickly on weekly closes the 200-week MA ($57.8k) becomes the next logical longer term"  
[X Link](https://x.com/notanotherquant/status/2013974868946239978)  2026-01-21T14:00Z [---] followers, [---] engagements


"@Crypto_CompassX GM. Overall I am cautious on many of the risk on assets"  
[X Link](https://x.com/notanotherquant/status/2013978955947135369)  2026-01-21T14:16Z [---] followers, [--] engagements


"@semtrades It is the classic once the bear market is upon us its already half over. Too early to call it now but as you say it is all about risk management"  
[X Link](https://x.com/notanotherquant/status/2013979293085307071)  2026-01-21T14:17Z [---] followers, [--] engagements


"I think for the QE that people want something needs to break. It also may take longer to work its way through which as you say may start lining up with Bitcoin cycles. Its going to be interesting looking back at all this (Hopefully with a much higher $BTC price as they continue to print the dirty fiat) https://twitter.com/i/web/status/2013984338312884492 https://twitter.com/i/web/status/2013984338312884492"  
[X Link](https://x.com/notanotherquant/status/2013984338312884492)  2026-01-21T14:37Z [---] followers, [--] engagements


"@Brownmoose We need to get back to the previous zone. I would like to see more aggressive buying to get there. We saw how long it took us to get out of this one. Structure is still intact though"  
[X Link](https://x.com/notanotherquant/status/2014324498082750950)  2026-01-22T13:09Z [---] followers, [--] engagements


"@Brownmoose That is why zooming out I am becoming more cautious. Truth is we are still risk off. Can we get something extended if that doesnt change"  
[X Link](https://x.com/notanotherquant/status/2014326064495952115)  2026-01-22T13:15Z [---] followers, [--] engagements


"@Brownmoose Most dont realize we are in a bear market until it is half over. Thats part of the tension. Ala $45k last cycle then falling off a cliff. We shall see"  
[X Link](https://x.com/notanotherquant/status/2014327939219742819)  2026-01-22T13:22Z [---] followers, [--] engagements


"The BEA's final Q3 [----] GDP estimate revised real growth up to [---] percent annualized (from [---] percent). That's the strongest quarterly pace in two years and confirms solid momentum heading into late [----]. The upgrade reflects firmer exports a pickup in investment and increased government spending. Those offset a modest downgrade to consumption while net trade provided a meaningful lift. The result is balanced resilient growth across multiple drivers rather than reliance on a single dominant factor. Though the data remains backward looking strong growth and tight labour continue to outweigh"  
[X Link](https://x.com/notanotherquant/status/2014340072254976364)  2026-01-22T14:11Z [---] followers, [---] engagements


"A resolution to the geopolitical and policy tension we have right now would help. The massive QE everyone wants wont happen unless something breaks. I just had a post on the GDP doesnt seem rate cuts will be abundant as people think to juice everything up (things change though). We need to go risk off"  
[X Link](https://x.com/notanotherquant/status/2014341501866672503)  2026-01-22T14:16Z [---] followers, [--] engagements


"@Shan_Specter We are still so early"  
[X Link](https://x.com/notanotherquant/status/2014347425389985991)  2026-01-22T14:40Z [---] followers, [--] engagements


"@seth_fin Saylor gives a new meaning to being All In"  
[X Link](https://x.com/notanotherquant/status/2014347660929470737)  2026-01-22T14:41Z [---] followers, [---] engagements


"@thecryptonitty Looking good. Dont see why the FED would cut unless inflation goes too low. (New Fed chair is a Wildcard though)"  
[X Link](https://x.com/notanotherquant/status/2014355985498833235)  2026-01-22T15:14Z [---] followers, [--] engagements


"@Shan_Specter Very promising end to last year"  
[X Link](https://x.com/notanotherquant/status/2014357622464409860)  2026-01-22T15:20Z [---] followers, [--] engagements


"@thecryptonitty Yep Fed using lagging data. If they cut too aggressively bond yields could rise though. Need the data to back up the cuts. Will be interesting to monitor it all"  
[X Link](https://x.com/notanotherquant/status/2014359524006678605)  2026-01-22T15:28Z [---] followers, [--] engagements


"Exactly. Even if someone is a super bull why not wait and see how we even react to 101.2k (50-week MA) and then $105.4k (200-Day MA). We dont even have the momentum to test up there yet. Doesnt mean we cant but I am in a wait and see approach. Ironically we will eventually test them as they continue to fall. Would have to expect strength there or this may be cooked. Not sure why people deal in absolutes. https://twitter.com/i/web/status/2014365241119805890 https://twitter.com/i/web/status/2014365241119805890"  
[X Link](https://x.com/notanotherquant/status/2014365241119805890)  2026-01-22T15:51Z [---] followers, [--] engagements


"@Crypto_CompassX Utter insanity"  
[X Link](https://x.com/notanotherquant/status/2014399647469416551)  2026-01-22T18:07Z [---] followers, [--] engagements


"@Shan_Specter You tick someone off or something Least that is over with"  
[X Link](https://x.com/notanotherquant/status/2014467775469633677)  2026-01-22T22:38Z [---] followers, [--] engagements


"@corpsponsored 100%. Hedge into hard assets is the way"  
[X Link](https://x.com/notanotherquant/status/2014496484054519890)  2026-01-23T00:32Z [---] followers, [--] engagements


"@Brownmoose Yeah it is a real risk. I know people love being perma bulls but the price doesnt lie. Just have to position accordingly if we do go lower. I still expect a pump higher than we recently had. Whether we go up or down it will look obvious in hindsight"  
[X Link](https://x.com/notanotherquant/status/2014671472325693821)  2026-01-23T12:08Z [---] followers, [--] engagements


"Headline Strength: Q4 GDP nowcast near 5.4% Dec jobs +50k Official CPI at 2.7%. Truflation shows disinflation even faster. Real-time prices are cooling quicker than surveys suggest. The improvement is showing up unevenly across households. It is still a K-shaped economy. Roughly the top third feels the improvement through stock market wealth stronger wage growth in tech and AI and tax refunds. Many in the bottom half feel the opposite: higher costs in essentials slower wage momentum and more uncertainty around hours and job stability. Savings rate has fallen to 3.5% . A lot of families are"  
[X Link](https://x.com/notanotherquant/status/2014712669547196696)  2026-01-23T14:51Z [---] followers, [---] engagements


"@TedPillows We are back to this painful sideways zone. The floor seems to be holding up well enough but until the premium flips I remain cautious"  
[X Link](https://x.com/notanotherquant/status/2014725872243118323)  2026-01-23T15:44Z [---] followers, [---] engagements


"I have a bear lean right now as I zoom out. Wouldnt be surprised if we go either way at this point. Have exposure in this current market but also cash incase we go lower. Before this recent geopolitical stuff short term I was feeling more bullish. Its a tough market to navigate"  
[X Link](https://x.com/notanotherquant/status/2014738746206199955)  2026-01-23T16:35Z [---] followers, [--] engagements


"I am watching the disinflation closely. If the Truflation numbers showing with the Feds (which are lagging) we could start to see the rate cuts first than eventual QE if disinflation ramps up even more (or even Deflation). Official numbers still look sticky though. Still seems far off. Things can break other ways as well but those cracks arent really showing yet. https://twitter.com/i/web/status/2015479828753895471 https://twitter.com/i/web/status/2015479828753895471"  
[X Link](https://x.com/notanotherquant/status/2015479828753895471)  2026-01-25T17:40Z [---] followers, [--] engagements


"I dont day trade so it is irrelevant to me. A lot of people got blown out on Oct [--] using cross margin leverage. We still a ton of 50x to 100x leverage being used (some by the pros though). You knock all the noise away buying bitcoin when it is cheap or with a DCA strategy is going to be the best for most people. https://twitter.com/i/web/status/2015757166251069877 https://twitter.com/i/web/status/2015757166251069877"  
[X Link](https://x.com/notanotherquant/status/2015757166251069877)  2026-01-26T12:02Z [---] followers, [--] engagements


"@MG_Feed Think it is all related. Until we move risk on idk how much more we can expect. The carry trade unwind is keeping that risk off pressure up. Until the yen weakens or the macro flips its just not looking great"  
[X Link](https://x.com/notanotherquant/status/2015806254203961816)  2026-01-26T15:17Z [---] followers, [--] engagements


"@Brownmoose The broad based altseason winter has been a long one"  
[X Link](https://x.com/notanotherquant/status/2015815565449785813)  2026-01-26T15:54Z [---] followers, [--] engagements


"@BrandonWealth Touching silver right just seems like a lot of risk. Very difficult to try an enter during a parabolic run like this"  
[X Link](https://x.com/notanotherquant/status/2015859472246145125)  2026-01-26T18:48Z [---] followers, [--] engagements


"@MG_Feed The mere signal from the NY Fed rate check was enough to get a reaction with yen strengthening and dollar weakness. It would be Japan directly buying yen with the NY Fed in a supporting role. NY Fed directly buying yen like this is rare. Hasnt happened often"  
[X Link](https://x.com/notanotherquant/status/2015891456863465721)  2026-01-26T20:55Z [---] followers, [--] engagements


"@MG_Feed It is also rare for the NY Fed to even do a rate check like this though"  
[X Link](https://x.com/notanotherquant/status/2015892630173835626)  2026-01-26T21:00Z [---] followers, [--] engagements


"@MG_Feed Worked in and around banking and finance. Bitcoin takes more of my focus these days"  
[X Link](https://x.com/notanotherquant/status/2015895037314228442)  2026-01-26T21:10Z [---] followers, [--] engagements


"@Brownmoose The ole parabolic boom bust Its difficult to figure out the top with this"  
[X Link](https://x.com/notanotherquant/status/2015920090592522259)  2026-01-26T22:49Z [---] followers, [--] engagements


"@EquityScope Yeah hopefully those ETF flows give us a higher floor. Think it is likely but famous last words"  
[X Link](https://x.com/notanotherquant/status/2015953525851693196)  2026-01-27T01:02Z [---] followers, [--] engagements


"@semtrades Price is the ultimate aggregator. Derivatives do add noise though and in crypto we can experience lower volume periods where things can get weird. In established equities it is all about index and compounding for me"  
[X Link](https://x.com/notanotherquant/status/2016097489133183120)  2026-01-27T10:34Z [---] followers, [--] engagements


"@semtrades It is. I just think depending on the circumstances it can be more difficult to account for. Oct [--] is a good example of people using cross margin leverage and just getting rinsed. Extreme example but it did happen"  
[X Link](https://x.com/notanotherquant/status/2016102655324557803)  2026-01-27T10:55Z [---] followers, [--] engagements


"@TheBTCKnight Hopefully Powell doesnt shake things up in his speech. Cant see a surprise rate cut tho"  
[X Link](https://x.com/notanotherquant/status/2016182443368198352)  2026-01-27T16:12Z [---] followers, [--] engagements


"Really tough to call because it is so heated. Think this could go on for longer but at some point they both need to pull back. After a pull back the may just continue on. Especially with silver we have seen the boom bust multiple times. Equities are over heated as well though. https://twitter.com/i/web/status/2016239158222635187 https://twitter.com/i/web/status/2016239158222635187"  
[X Link](https://x.com/notanotherquant/status/2016239158222635187)  2026-01-27T19:57Z [---] followers, [--] engagements


"@TrdeToScale GM. All eyes on Powell today and hopefully not too hawkish in his speech"  
[X Link](https://x.com/notanotherquant/status/2016503790434767342)  2026-01-28T13:29Z [---] followers, [--] engagements


"@MSBInvests Just hoping Powell doesnt go too hawkish in his speech"  
[X Link](https://x.com/notanotherquant/status/2016572136983277793)  2026-01-28T18:00Z [---] followers, [--] engagements


"In theory rising yields increase the opportunity cost of holding non-yielding assets like metals. Capital should rotate toward higher-yielding assets such as bonds putting downward pressure on gold and silver or at least causing them to underperform. That isnt what the market is showing. The 10-year is pushing up around 4.294.30% (and the 30-year nearing 4.93%) while spot gold prints new highs near [--------]. This is a clear decoupling from the expected yield-metals dynamic. https://twitter.com/i/web/status/2013613218803921224 https://twitter.com/i/web/status/2013613218803921224"  
[X Link](https://x.com/anyuser/status/2013613218803921224)  2026-01-20T14:02Z [---] followers, [----] engagements


"1970s severe stagflation is the worst-case example of this. Mid-2000s mild reflation was the other recent one"  
[X Link](https://x.com/notanotherquant/status/2013622662161936702)  2026-01-20T14:40Z [---] followers, [---] engagements


"The weekly close for Bitcoin at $86.5k was under the 100-week MA ($87.5k). In previous cycles that has signaled the early stages of a bear market. We have already lost the 50-week MA which historically confirms the same thing. The Bull Market Support Band is now accelerating downward toward the 100week MA. The next major inflection point would be the 50week crossing below the 100week a massively bearish indication that usually marks the final leg down. The 200week MA at $57.9k becomes a realistic target in that scenario. Is there hope for something extended Bitcoin would have to defy its own"  
[X Link](https://x.com/anyuser/status/2015787311720456258)  2026-01-26T14:02Z [---] followers, [---] engagements


"Quick note on secondary indicators: weekly RSI is oversold with some bullish divergence retail participation is low (classic capitulation setup) and certain on-chain metrics are starting to look attractive again. This is exactly why the market is tough to navigate right now with conflicting signals everywhere. Lots of data to sift through. https://twitter.com/i/web/status/2015812301052371152 https://twitter.com/i/web/status/2015812301052371152"  
[X Link](https://x.com/anyuser/status/2015812301052371152)  2026-01-26T15:41Z [---] followers, [---] engagements


"@EquityScope Its difficult to call it either way right now. I have a slight bearish bias but still a lot of bulls out there thinking it will be extended. Keep some cash handy just incase"  
[X Link](https://x.com/notanotherquant/status/2015950069929840792)  2026-01-27T00:48Z [---] followers, [--] engagements


"Part 2: Nominal yields grinding higher while gold and silver hit ATHs was the first obvious tell (as shown in the original chart of 10year Treasury yields rising alongside new gold highs). Real yields (10year TIPS) remain elevated around 1.92% firmly positive which means there is no negative real yield tailwind to justify gold strength. In standard macro theory when safe bonds offer a solid real return after inflation gold should face a clear opportunitycost drag. You are giving up that real yield by holding a nonyielding asset. Yet gold pushes through $5000+ anyway. This is where the usual"  
[X Link](https://x.com/anyuser/status/2016166190289220066)  2026-01-27T15:07Z [---] followers, [----] engagements


"@crypt_shprd Yep. I would basically say bullish gold commodities and safety hedges. And neutral to bearish equities and crypto"  
[X Link](https://x.com/notanotherquant/status/2016169390710952445)  2026-01-27T15:20Z [---] followers, [--] engagements


"Bitcoin still being treated like a leveraged bet on optimism and liquidity. Basically high beta risk asset. Gold still classic safe haven boring and reliable with a proven track record. Central banks and institutions are buying gold. Bitcoin needs a lot more adoption and only recently has been recommended for people to buy. Its going to take time for Bitcoin to get into corporate treasuries pension funds sovereign wealth funds etc. Good news is they will keep printing money. https://twitter.com/i/web/status/2016229965461651887 https://twitter.com/i/web/status/2016229965461651887"  
[X Link](https://x.com/notanotherquant/status/2016229965461651887)  2026-01-27T19:20Z [---] followers, [--] engagements

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