[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @woonomic Willy Woo Willy Woo, a well-known Bitcoin analyst, has recently launched "Bitcoin Vector Lite", a tool to help investors navigate market cycles. He has also been sharing insights on Bitcoin's current market action, noting that the current bull run has "plenty of legs left" but may require consolidation. Additionally, Woo has been discussing the importance of Bitcoin's liquidity and its relationship to global macroeconomics. ### Engagements: XXXXXXX [#](/creator/twitter::13418472/interactions)  - X Week XXXXXXXXX +124% - X Month XXXXXXXXX -XX% - X Months XXXXXXXXXX -XX% - X Year XXXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::13418472/posts_active)  - X Week XX +28% - X Month XXX +19% - X Months XXX -XXXX% - X Year XXX +17% ### Followers: XXXXXXXXX [#](/creator/twitter::13418472/followers)  - X Week XXXXXXXXX +0.23% - X Month XXXXXXXXX +0.52% - X Months XXXXXXXXX +2.80% - X Year XXXXXXXXX +7.90% ### CreatorRank: XXXXXX [#](/creator/twitter::13418472/influencer_rank)  ### Social Influence [#](/creator/twitter::13418472/influence) --- **Social category influence** [cryptocurrencies](/list/cryptocurrencies) #58 [finance](/list/finance) #2871 [exchanges](/list/exchanges) #122 [automotive brands](/list/automotive-brands) #1965 [stocks](/list/stocks) #1560 [technology brands](/list/technology-brands) #5656 [travel destinations](/list/travel-destinations) XXXX% **Social topic influence** [bitcoin](/topic/bitcoin) #25, [macro](/topic/macro) #76, [fiat](/topic/fiat) #8, [money](/topic/money) 3.45%, [alts](/topic/alts) #4, [mstr](/topic/mstr) 2.3%, [woo](/topic/woo) #14, [has been](/topic/has-been) 2.3%, [stack](/topic/stack) #37, [curve](/topic/curve) #3 **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@adam3us](/creator/undefined) [@thebtctherapist](/creator/undefined) [@matteopelleg](/creator/undefined) [@scottmelker](/creator/undefined) [@dotkrueger](/creator/undefined) [@bradmillscan](/creator/undefined) [@fixxthemoneyy](/creator/undefined) [@3drudy](/creator/undefined) [@vivasion48](/creator/undefined) [@littleblisscto](/creator/undefined) [@macdaddy_crypto](/creator/undefined) [@swissblock](/creator/undefined) [@apompliano](/creator/undefined) [@btcarchive](/creator/undefined) [@bitcoinvector](/creator/undefined) [@btcbreadman](/creator/undefined) [@gc_1c](/creator/undefined) [@ferenckovacs](/creator/undefined) [@bosma2002](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Coinbase Global, Inc. (COIN)](/topic/coinbase) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [XRP (XRP)](/topic/xrp) ### Top Social Posts [#](/creator/twitter::13418472/posts) --- Top posts by engagements in the last XX hours "@scottmelker Id be surprised if thats the case. Invesco (QQQ ETF) would be on the MSTR cap table not Vanguard. Unless youre saying they copy the QQQ index for their customers. QQQ is quite small on MSTRs cap table. Vanguard holds XXX% while Invesco holds 0.5%"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1944843607497957536) 2025-07-14 19:37:04 UTC 1.2M followers, 8602 engagements "Decided to do 1000x There's a deeper look into the alt-season warm up here using the @swissblock__ framework which tracks liquidity flows in crypto. Also why you should de-risk when capital coming into BTC goes insanely high"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1947415164732547318) 2025-07-21 21:55:31 UTC 1.2M followers, 144K engagements "@MichaelAArouet Thats a great metric to extrapolate how much money got stolen from young parents to be how much longer they needed to work for before they the felt like they could afford having kids"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1946883998455599584) 2025-07-20 10:44:51 UTC 1.2M followers, 8040 engagements "@JoshMandell6 @adam3us Josh its monetary backing for the next 10000 years if civilisation survives that long. No other commodity we have can survive the changes afoot in the technological landscape ahead"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1946818798650077513) 2025-07-20 06:25:46 UTC 1.2M followers, 7802 engagements "Alt-season setting up Here's the recent pattern which may be ready to repeat but presently unconfirmed using the @swissblock__ framework. In this analysis we're looking at BTC strength relative to "Alt Impulse" i.e. altcoin market structure detecting buying or selling"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1943219835883700635) 2025-07-10 08:04:46 UTC 1.2M followers, 104.2K engagements "@APompliano So youre saying bet even more"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1947366047675204030) 2025-07-21 18:40:20 UTC 1.2M followers, 20.9K engagements "If you distill this down you get only X properties: - acceptability - incorruptibility Arguably we can add a 3rd digitally native property. - programmable"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1947152389594587361) 2025-07-21 04:31:20 UTC 1.2M followers, 43.1K engagements "Ever wondered what the end game is for altcoins vs Bitcoin Altcoins: $10.5T BTC: $100T Place your bets accordingly. Dominance will go XX% Crypto VCs will be a thing of the past. Buy BTC invest in BTC infrastructure"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1921776668248535477) 2025-05-12 03:57:17 UTC 1.2M followers, 225.1K engagements "Since spot ETFs became available the growth rate of self-custody users has been in decline breaking a XX year trend"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1946184450066321578) 2025-07-18 12:25:05 UTC 1.2M followers, 103.6K engagements "The models powering Bitcoin Vector Lite is the culmination of a X year collab with Swissblock the secret OG trading firm behind Glassnode. Lite uses a simplified high value set of models to help hodlers navigate the market cycles to stack BTC at optimal price points"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1944762916332343526) 2025-07-14 14:16:25 UTC 1.2M followers, 35.7K engagements "All past BTC bull markets have seen a rotation of capital from BTC - ETH - Big Caps - Mid Caps - Small Caps as investors chase returns higher up the risk curve. Whether we see this in this cycle where investors are chasing BTC Treasury companies is yet to be seen"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1943219837615894861) 2025-07-10 08:04:47 UTC 1.2M followers, 34.6K engagements "@adam3us @dotkrueger The ratio of capital stored and market cap exhibited has 16yrs of behaviour. The trend has been downwards. Maybe 2.3x is the era of ETFs and BTCTCs. The lower the ratio the deeper the liquidity. BTC has huge liquidity = pristine capital. There's no shortcuts on this path"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1947770642339651764) 2025-07-22 21:28:03 UTC 1.2M followers, 8152 engagements "@BTC_Archive I'm not seeing that $9B hitting the orderbooks meaning no sell pressure. If this tx is true then it'd be an OTC transaction between said whale and another big entity. The long term impact is bullish as it reflects a $9B of increased capital stored in the BTC network"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1946617020209930329) 2025-07-19 17:03:58 UTC 1.2M followers, 116K engagements "Interesting structure change. This is Macro Cycle Risk (published on @bitcoinvector Lite coming soon to Substack). It models BTC's liquidity we're late cycle. Dips in risk are areas of new found liquidity often a prelude to break new highs. It's dipping right now"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1942686627840811292) 2025-07-08 20:46:00 UTC 1.2M followers, 188.2K engagements "I'm not even a whale but the concentration I have is better off rotated back to fund BTC's infrastructure. I'll do just fine riding the picks and shovels. And the network will incrementally get stronger"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1947624252326154342) 2025-07-22 11:46:21 UTC 1.2M followers, 44.6K engagements "@robprogressive NZ comes up in the comments. Id say Queenstown due to an international entrepreneurial community. Most of NZ is quite provincial and harder to find your community. X years tax exemption upon entry. Fair dividend rate taxation regime for offshore investments is friendly"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1939299258848694514) 2025-06-29 12:25:48 UTC 1.2M followers, 61.9K engagements "READER WARNING: This kind of chart is just a curiosity. Perhaps overfitting past behaviour. Remain a skeptic when reading it. just a story of past behaviour. BTC is driven by liquidity and there's no guarantees it'll be well behaved as it enters the world of global macro"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1945055719897600483) 2025-07-15 09:39:55 UTC 1.2M followers, 37.2K engagements "It's not bearish as such just choppy. As per our Bitcoin Vector Lite title pushed out on Substack yesterday. "main engine cutoff please standby""  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1945805079954534900) 2025-07-17 11:17:37 UTC 1.2M followers, 38K engagements "I have no opinions on whether changing sats units to bitcoins is a good idea but it would make BTC compatible with the financial world. Right now most banks cannot book a currency with X decimal points"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1925034713980535100) 2025-05-21 03:43:35 UTC 1.2M followers, 139.4K engagements "@cryptobeastreal Use Kraken. Coinbase has a retail rate of 1-4% Coinbase Pro is 0.4-0.6% Most other exchanges 0.1-0.2% General rule of thumb is crypto exchanges charge 10x more fees than TradFi and Coinbase charges 100x more fees"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1934422340202565639) 2025-06-16 01:26:40 UTC 1.2M followers, 106K engagements "@brucefenton @sigsauerinc @sigsaueracademy Few understand the firearm lead to the democratisation of power. I just spend today in a late bronze age castle and WTF it was a brutal time. We have it good because of the firearm"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1946619973427687821) 2025-07-19 17:15:42 UTC 1.2M followers, 4045 engagements "I was talking to an UHNW advisor to the most prestigious global macro hedge funds recently. His conclusion: BTC was the lowest risk asset based on the fundamentals of where we sit vs all other asset classes"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1947324903989907617) 2025-07-21 15:56:51 UTC 1.2M followers, 156.6K engagements "@DrBurkenstock @TheBTCTherapist Because I can do just as well supporting the picks and shovels of the best emerging asset as it grows"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1947338596245012844) 2025-07-21 16:51:15 UTC 1.2M followers, 7382 engagements "@BTC_Archive @L0laL33tz 94643 BTC that they hold in custody belongs to Bitfinex and will be returned per court ruling made in January this year"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1945731568376422551) 2025-07-17 06:25:30 UTC 1.2M followers, 22K engagements "BITCOIN VECTOR LITE HAS OFFICIALLY LAUNCHED"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1944762914235130088) 2025-07-14 14:16:25 UTC 1.2M followers, 187.8K engagements "All the hallmarks for a full blown bull run are coming together. Theyve never fired without the rotation to alts to ride an alt-season. The launch pad of ETH firing is normally the prelude"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1946301647866483141) 2025-07-18 20:10:48 UTC 1.2M followers, 214.4K engagements "@dotkrueger The next decade will be unprecedented. BTC infra ventures will beat BTCs XX% CAGR. Given these startups hold BTC treasuries their downside risk is a stack of BTC. 2012 Coinbase seed round to IPO did 0.5x BTC gains. 2016 Exodus seed did 2-3x 2025- onwards even more"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1947555960731439327) 2025-07-22 07:14:59 UTC 1.2M followers, 149.3K engagements "Some classical analysis here from Swissblock. This swing above all time highs doesnt look overheated yet. ๐โ"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1945086108146049530) 2025-07-15 11:40:40 UTC 1.2M followers, 174.9K engagements "Self custody hodling is incredibly important. It makes BTC unruggable gold got rugged into fiat by centralising the supply. Rules have exceptions: Consider whales they hodl large concentrations of the supply and are a risk to the system. Whales divesting gradually (as they do in every bull market) is a good thing"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1947624250224840981) 2025-07-22 11:46:21 UTC 1.2M followers, 151.5K engagements "@TheBTCTherapist All good. I sold all of mine"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1947334874521608644) 2025-07-21 16:36:28 UTC 1.2M followers, 44.4K engagements "What does this really mean People are thinking BTC can be used as collateral for loans at your local bank. This is false. ๐งต"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1940137112151761208) 2025-07-01 19:55:08 UTC 1.2M followers, 141.6K engagements "If I was to create a US strategic reserve this would be my playbook. 1) Revalue the gold strategic reserve to market price sell it for cash 2) Nationalise MSTR ideally when mNAV is low during a bear market pay out all shareholders fairvalue. This is bulk BTC purchase without driving up the BTC price. 3) MSTR holders would now need to scamble to buy back their BTC exposure driving up the price exponentially. 4) Buy BTC with remaining cash 5) Announce X-prize style competition to the US private space industry to mine near earth asteroids for commodities This puts long term bearish pressure on"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1940864120276111400) 2025-07-03 20:04:00 UTC 1.2M followers, 443.4K engagements "BREAKING: Everyone is SHOUTING in my feed. We are slaves to the game of the algo"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1945983915233296448) 2025-07-17 23:08:14 UTC 1.2M followers, 109.1K engagements "Perhaps counterintuitively when old coins move the market seems to value BTC more over the long term. 80000 ancient bitcoins moving to new wallet addresses pushed the CVDD floor model up from 35k to 37k today"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1941247030187393368) 2025-07-04 21:25:33 UTC 1.2M followers, 138.6K engagements "What you see here is the net rate of new users coming into the network per day. It's not addresses the addresses are forensically clustered together into users by @glassnode based on their transaction interactions"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1946184452318593119) 2025-07-18 12:25:06 UTC 1.2M followers, 35.3K engagements "The last XX days has seen more than X BILLION DOLLARS per day entering the #Bitcoin network"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1868603072194482250) 2024-12-16 10:24:24 UTC 1.2M followers, 250.3K engagements "TIL many Bitcoiners do not understand ownership in BTC exposure. Which is weird because this cycle is being defined as the great BTC Treasury Co bubble"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1947752787976052766) 2025-07-22 20:17:06 UTC 1.2M followers, 141.3K engagements "This run has plenty of legs left in it (but needs consolidation right now). Low levels of paper speculation. VWAP of investor buying is also far from overheated. Breaking new highs was liquidation driven. i.e. investors were neutral. this is now flipping bullish"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1944088188902846832) 2025-07-12 17:35:18 UTC 1.2M followers, 154.5K engagements "@TheBTCTherapist Theres only X cryptos pictured here"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1946886185424474219) 2025-07-20 10:53:32 UTC 1.2M followers, 91.3K engagements "Current BTC structure. MECO please standby"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1947713992123654482) 2025-07-22 17:42:57 UTC 1.2M followers, 93.7K engagements "It's not that there's no interest. Since circa 2019 people already know what Bitcoin is they don't need to search for it. Google Trends"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1947659395732804096) 2025-07-22 14:06:00 UTC 1.2M followers, 89.8K engagements "Paper Speculation is once again rife at a time when sell side urgency is in play. Against a broader bullish backdrop of liquidity coming in as per risk model dropping. I can see a decent consolidation here and lots of bets being purged. Patience likely to be rewarded"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1945803189334204754) 2025-07-17 11:10:06 UTC 1.2M followers, 76.9K engagements "What past scholars taught us about the properties of money are no longer relevant they lived in a physical world. We live in the digital world. Out of the X properties of money only "acceptability" is relevant the others are a given because money is digital"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1946989481627689396) 2025-07-20 17:44:00 UTC 1.2M followers, 108.1K engagements "@dotkrueger Doesnt work that way. Theres just shy of 1T in BTC today to get $120k. To get it to $1M thats 20T cap so another 7T to go into it. Give or take a couple of T depending on bull/bear fomo"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1947743667533582591) 2025-07-22 19:40:52 UTC 1.2M followers, 75.1K engagements "2045 is the estimated timeline for when large scale mining of asteroids happens. Unfortunately they didnt find any bitcoins on this rock"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1941758648914448501) 2025-07-06 07:18:32 UTC 1.2M followers, 112.5K engagements "I learned something that day. I see risks in BTC quantum compute bugs in the each code base revision market attacks. Compared to the risks in the other asset classes BTC is a cake walk"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1947326194518532154) 2025-07-21 16:01:59 UTC 1.2M followers, 44.6K engagements "@adam3us @pete_rizzo_ Banking will bifurcate into "Bitcoin-only" and "Crypto" as valid collateral. Then a global macro tail risk event will happen and the choices made today will play out in a Darwin Award for banks"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1946474336296001572) 2025-07-19 07:37:00 UTC 1.2M followers, 55.9K engagements "Out of all macro assets BTC is the most sensitive to global liquidity. Global liquidity = money printing It's a beautiful thing. The central banks print the bigger BTC gets fiat dies"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1940502993545355569) 2025-07-02 20:09:01 UTC 1.2M followers, 173.3K engagements "Every coin has a story. Circa 2015 XRP was #2. Low volumes allowed their trading team to manipulate the price up while systematically dumping their XXX% pre-mine onto retail who believed it was the next payment network. To reinforce this grift Ripple signed 100s of hot air partnership deals with bankers because banks felt pressure to innovate with "blockchain". Ripple would pay XRP as part of the deal"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1883009814458171560) 2025-01-25 04:31:39 UTC 1.2M followers, 64.7K engagements "@PeterMcCormack Inflection point happened in 1971. The hurdle rate became X% due to X% fiat debasement and X% GDP growth. Stocks and Real Estate became the SoV property missing from fiat. Real Estate as SoV causes societal problems whereas Stocks arguably benefits innovation and GDP"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1946971758256349213) 2025-07-20 16:33:34 UTC 1.2M followers, 10.8K engagements "For pro-traders family offices and global macro hedge funds we have our institutional publication - The Bitcoin Vector with a full suite of models which are robust battle hardened and has carried significant capital for over X years"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1944762918437806255) 2025-07-14 14:16:26 UTC 1.2M followers, 34.5K engagements "The problem with real estate is the human population that needs it will peak and decrease. The good thing about Bitcoin is the population that needs it humans and AI agents will continue to increase"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1932784492252676331) 2025-06-11 12:58:27 UTC 1.2M followers, 149.7K engagements "@BTCBreadMan Looking into the fundamentals instead of price volatility. BTC is likely the lowest risk asset"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1947323965229433192) 2025-07-21 15:53:07 UTC 1.2M followers, 57.6K engagements "I know y'all busy shopping for new lambos today that's def the priority. But if you're free join us. Going live in 3.5hrs. Let's talk about latest BTC market action structure and this cycle's end game"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1943590351698059602) 2025-07-11 08:37:04 UTC 1.2M followers, 62K engagements "@FixxTheMoneyy @TheBTCTherapist Maybe maybe not. It's higher up the risk/return curve. BTC's CAGR of XX% can be beaten by a BTC startup especially when their treasury is in BTC"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1947409599914770551) 2025-07-21 21:33:24 UTC 1.2M followers, 67.9K engagements "In 2014 Tether was founded solving the banking issue for crypto while banks denied access. Today it ranks 5th most profitable above Morgan & Stanley and Goldman with only XXX staff ๐. Easily 10x more growth ahead of it"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1932245301844422893) 2025-06-10 01:15:53 UTC 1.2M followers, 275.1K engagements "@PeterSchiff It's the same reason why gold isn't used to settle trade we still price everything in fiat. Stables are a form of psuedo-banking on modern rails invented to bank the unbanked - crypto exchanges. They scale with BTC size as the other side of the market's orderbook"  [@woonomic](/creator/x/woonomic) on [X](/post/tweet/1935948416305222020) 2025-06-20 06:30:45 UTC 1.2M followers, 28.7K engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Willy Woo, a well-known Bitcoin analyst, has recently launched "Bitcoin Vector Lite", a tool to help investors navigate market cycles. He has also been sharing insights on Bitcoin's current market action, noting that the current bull run has "plenty of legs left" but may require consolidation. Additionally, Woo has been discussing the importance of Bitcoin's liquidity and its relationship to global macroeconomics.
Social category influence cryptocurrencies #58 finance #2871 exchanges #122 automotive brands #1965 stocks #1560 technology brands #5656 travel destinations XXXX%
Social topic influence bitcoin #25, macro #76, fiat #8, money 3.45%, alts #4, mstr 2.3%, woo #14, has been 2.3%, stack #37, curve #3
Top accounts mentioned or mentioned by @grok @adam3us @thebtctherapist @matteopelleg @scottmelker @dotkrueger @bradmillscan @fixxthemoneyy @3drudy @vivasion48 @littleblisscto @macdaddy_crypto @swissblock @apompliano @btcarchive @bitcoinvector @btcbreadman @gc_1c @ferenckovacs @bosma2002
Top assets mentioned Bitcoin (BTC) Coinbase Global, Inc. (COIN) Alphabet Inc Class A (GOOGL) XRP (XRP)
Top posts by engagements in the last XX hours
"@scottmelker Id be surprised if thats the case. Invesco (QQQ ETF) would be on the MSTR cap table not Vanguard. Unless youre saying they copy the QQQ index for their customers. QQQ is quite small on MSTRs cap table. Vanguard holds XXX% while Invesco holds 0.5%" @woonomic on X 2025-07-14 19:37:04 UTC 1.2M followers, 8602 engagements
"Decided to do 1000x There's a deeper look into the alt-season warm up here using the @swissblock__ framework which tracks liquidity flows in crypto. Also why you should de-risk when capital coming into BTC goes insanely high" @woonomic on X 2025-07-21 21:55:31 UTC 1.2M followers, 144K engagements
"@MichaelAArouet Thats a great metric to extrapolate how much money got stolen from young parents to be how much longer they needed to work for before they the felt like they could afford having kids" @woonomic on X 2025-07-20 10:44:51 UTC 1.2M followers, 8040 engagements
"@JoshMandell6 @adam3us Josh its monetary backing for the next 10000 years if civilisation survives that long. No other commodity we have can survive the changes afoot in the technological landscape ahead" @woonomic on X 2025-07-20 06:25:46 UTC 1.2M followers, 7802 engagements
"Alt-season setting up Here's the recent pattern which may be ready to repeat but presently unconfirmed using the @swissblock__ framework. In this analysis we're looking at BTC strength relative to "Alt Impulse" i.e. altcoin market structure detecting buying or selling" @woonomic on X 2025-07-10 08:04:46 UTC 1.2M followers, 104.2K engagements
"@APompliano So youre saying bet even more" @woonomic on X 2025-07-21 18:40:20 UTC 1.2M followers, 20.9K engagements
"If you distill this down you get only X properties: - acceptability - incorruptibility Arguably we can add a 3rd digitally native property. - programmable" @woonomic on X 2025-07-21 04:31:20 UTC 1.2M followers, 43.1K engagements
"Ever wondered what the end game is for altcoins vs Bitcoin Altcoins: $10.5T BTC: $100T Place your bets accordingly. Dominance will go XX% Crypto VCs will be a thing of the past. Buy BTC invest in BTC infrastructure" @woonomic on X 2025-05-12 03:57:17 UTC 1.2M followers, 225.1K engagements
"Since spot ETFs became available the growth rate of self-custody users has been in decline breaking a XX year trend" @woonomic on X 2025-07-18 12:25:05 UTC 1.2M followers, 103.6K engagements
"The models powering Bitcoin Vector Lite is the culmination of a X year collab with Swissblock the secret OG trading firm behind Glassnode. Lite uses a simplified high value set of models to help hodlers navigate the market cycles to stack BTC at optimal price points" @woonomic on X 2025-07-14 14:16:25 UTC 1.2M followers, 35.7K engagements
"All past BTC bull markets have seen a rotation of capital from BTC - ETH - Big Caps - Mid Caps - Small Caps as investors chase returns higher up the risk curve. Whether we see this in this cycle where investors are chasing BTC Treasury companies is yet to be seen" @woonomic on X 2025-07-10 08:04:47 UTC 1.2M followers, 34.6K engagements
"@adam3us @dotkrueger The ratio of capital stored and market cap exhibited has 16yrs of behaviour. The trend has been downwards. Maybe 2.3x is the era of ETFs and BTCTCs. The lower the ratio the deeper the liquidity. BTC has huge liquidity = pristine capital. There's no shortcuts on this path" @woonomic on X 2025-07-22 21:28:03 UTC 1.2M followers, 8152 engagements
"@BTC_Archive I'm not seeing that $9B hitting the orderbooks meaning no sell pressure. If this tx is true then it'd be an OTC transaction between said whale and another big entity. The long term impact is bullish as it reflects a $9B of increased capital stored in the BTC network" @woonomic on X 2025-07-19 17:03:58 UTC 1.2M followers, 116K engagements
"Interesting structure change. This is Macro Cycle Risk (published on @bitcoinvector Lite coming soon to Substack). It models BTC's liquidity we're late cycle. Dips in risk are areas of new found liquidity often a prelude to break new highs. It's dipping right now" @woonomic on X 2025-07-08 20:46:00 UTC 1.2M followers, 188.2K engagements
"I'm not even a whale but the concentration I have is better off rotated back to fund BTC's infrastructure. I'll do just fine riding the picks and shovels. And the network will incrementally get stronger" @woonomic on X 2025-07-22 11:46:21 UTC 1.2M followers, 44.6K engagements
"@robprogressive NZ comes up in the comments. Id say Queenstown due to an international entrepreneurial community. Most of NZ is quite provincial and harder to find your community. X years tax exemption upon entry. Fair dividend rate taxation regime for offshore investments is friendly" @woonomic on X 2025-06-29 12:25:48 UTC 1.2M followers, 61.9K engagements
"READER WARNING: This kind of chart is just a curiosity. Perhaps overfitting past behaviour. Remain a skeptic when reading it. just a story of past behaviour. BTC is driven by liquidity and there's no guarantees it'll be well behaved as it enters the world of global macro" @woonomic on X 2025-07-15 09:39:55 UTC 1.2M followers, 37.2K engagements
"It's not bearish as such just choppy. As per our Bitcoin Vector Lite title pushed out on Substack yesterday. "main engine cutoff please standby"" @woonomic on X 2025-07-17 11:17:37 UTC 1.2M followers, 38K engagements
"I have no opinions on whether changing sats units to bitcoins is a good idea but it would make BTC compatible with the financial world. Right now most banks cannot book a currency with X decimal points" @woonomic on X 2025-05-21 03:43:35 UTC 1.2M followers, 139.4K engagements
"@cryptobeastreal Use Kraken. Coinbase has a retail rate of 1-4% Coinbase Pro is 0.4-0.6% Most other exchanges 0.1-0.2% General rule of thumb is crypto exchanges charge 10x more fees than TradFi and Coinbase charges 100x more fees" @woonomic on X 2025-06-16 01:26:40 UTC 1.2M followers, 106K engagements
"@brucefenton @sigsauerinc @sigsaueracademy Few understand the firearm lead to the democratisation of power. I just spend today in a late bronze age castle and WTF it was a brutal time. We have it good because of the firearm" @woonomic on X 2025-07-19 17:15:42 UTC 1.2M followers, 4045 engagements
"I was talking to an UHNW advisor to the most prestigious global macro hedge funds recently. His conclusion: BTC was the lowest risk asset based on the fundamentals of where we sit vs all other asset classes" @woonomic on X 2025-07-21 15:56:51 UTC 1.2M followers, 156.6K engagements
"@DrBurkenstock @TheBTCTherapist Because I can do just as well supporting the picks and shovels of the best emerging asset as it grows" @woonomic on X 2025-07-21 16:51:15 UTC 1.2M followers, 7382 engagements
"@BTC_Archive @L0laL33tz 94643 BTC that they hold in custody belongs to Bitfinex and will be returned per court ruling made in January this year" @woonomic on X 2025-07-17 06:25:30 UTC 1.2M followers, 22K engagements
"BITCOIN VECTOR LITE HAS OFFICIALLY LAUNCHED" @woonomic on X 2025-07-14 14:16:25 UTC 1.2M followers, 187.8K engagements
"All the hallmarks for a full blown bull run are coming together. Theyve never fired without the rotation to alts to ride an alt-season. The launch pad of ETH firing is normally the prelude" @woonomic on X 2025-07-18 20:10:48 UTC 1.2M followers, 214.4K engagements
"@dotkrueger The next decade will be unprecedented. BTC infra ventures will beat BTCs XX% CAGR. Given these startups hold BTC treasuries their downside risk is a stack of BTC. 2012 Coinbase seed round to IPO did 0.5x BTC gains. 2016 Exodus seed did 2-3x 2025- onwards even more" @woonomic on X 2025-07-22 07:14:59 UTC 1.2M followers, 149.3K engagements
"Some classical analysis here from Swissblock. This swing above all time highs doesnt look overheated yet. ๐โ" @woonomic on X 2025-07-15 11:40:40 UTC 1.2M followers, 174.9K engagements
"Self custody hodling is incredibly important. It makes BTC unruggable gold got rugged into fiat by centralising the supply. Rules have exceptions: Consider whales they hodl large concentrations of the supply and are a risk to the system. Whales divesting gradually (as they do in every bull market) is a good thing" @woonomic on X 2025-07-22 11:46:21 UTC 1.2M followers, 151.5K engagements
"@TheBTCTherapist All good. I sold all of mine" @woonomic on X 2025-07-21 16:36:28 UTC 1.2M followers, 44.4K engagements
"What does this really mean People are thinking BTC can be used as collateral for loans at your local bank. This is false. ๐งต" @woonomic on X 2025-07-01 19:55:08 UTC 1.2M followers, 141.6K engagements
"If I was to create a US strategic reserve this would be my playbook. 1) Revalue the gold strategic reserve to market price sell it for cash 2) Nationalise MSTR ideally when mNAV is low during a bear market pay out all shareholders fairvalue. This is bulk BTC purchase without driving up the BTC price. 3) MSTR holders would now need to scamble to buy back their BTC exposure driving up the price exponentially. 4) Buy BTC with remaining cash 5) Announce X-prize style competition to the US private space industry to mine near earth asteroids for commodities This puts long term bearish pressure on" @woonomic on X 2025-07-03 20:04:00 UTC 1.2M followers, 443.4K engagements
"BREAKING: Everyone is SHOUTING in my feed. We are slaves to the game of the algo" @woonomic on X 2025-07-17 23:08:14 UTC 1.2M followers, 109.1K engagements
"Perhaps counterintuitively when old coins move the market seems to value BTC more over the long term. 80000 ancient bitcoins moving to new wallet addresses pushed the CVDD floor model up from 35k to 37k today" @woonomic on X 2025-07-04 21:25:33 UTC 1.2M followers, 138.6K engagements
"What you see here is the net rate of new users coming into the network per day. It's not addresses the addresses are forensically clustered together into users by @glassnode based on their transaction interactions" @woonomic on X 2025-07-18 12:25:06 UTC 1.2M followers, 35.3K engagements
"The last XX days has seen more than X BILLION DOLLARS per day entering the #Bitcoin network" @woonomic on X 2024-12-16 10:24:24 UTC 1.2M followers, 250.3K engagements
"TIL many Bitcoiners do not understand ownership in BTC exposure. Which is weird because this cycle is being defined as the great BTC Treasury Co bubble" @woonomic on X 2025-07-22 20:17:06 UTC 1.2M followers, 141.3K engagements
"This run has plenty of legs left in it (but needs consolidation right now). Low levels of paper speculation. VWAP of investor buying is also far from overheated. Breaking new highs was liquidation driven. i.e. investors were neutral. this is now flipping bullish" @woonomic on X 2025-07-12 17:35:18 UTC 1.2M followers, 154.5K engagements
"@TheBTCTherapist Theres only X cryptos pictured here" @woonomic on X 2025-07-20 10:53:32 UTC 1.2M followers, 91.3K engagements
"Current BTC structure. MECO please standby" @woonomic on X 2025-07-22 17:42:57 UTC 1.2M followers, 93.7K engagements
"It's not that there's no interest. Since circa 2019 people already know what Bitcoin is they don't need to search for it. Google Trends" @woonomic on X 2025-07-22 14:06:00 UTC 1.2M followers, 89.8K engagements
"Paper Speculation is once again rife at a time when sell side urgency is in play. Against a broader bullish backdrop of liquidity coming in as per risk model dropping. I can see a decent consolidation here and lots of bets being purged. Patience likely to be rewarded" @woonomic on X 2025-07-17 11:10:06 UTC 1.2M followers, 76.9K engagements
"What past scholars taught us about the properties of money are no longer relevant they lived in a physical world. We live in the digital world. Out of the X properties of money only "acceptability" is relevant the others are a given because money is digital" @woonomic on X 2025-07-20 17:44:00 UTC 1.2M followers, 108.1K engagements
"@dotkrueger Doesnt work that way. Theres just shy of 1T in BTC today to get $120k. To get it to $1M thats 20T cap so another 7T to go into it. Give or take a couple of T depending on bull/bear fomo" @woonomic on X 2025-07-22 19:40:52 UTC 1.2M followers, 75.1K engagements
"2045 is the estimated timeline for when large scale mining of asteroids happens. Unfortunately they didnt find any bitcoins on this rock" @woonomic on X 2025-07-06 07:18:32 UTC 1.2M followers, 112.5K engagements
"I learned something that day. I see risks in BTC quantum compute bugs in the each code base revision market attacks. Compared to the risks in the other asset classes BTC is a cake walk" @woonomic on X 2025-07-21 16:01:59 UTC 1.2M followers, 44.6K engagements
"@adam3us @pete_rizzo_ Banking will bifurcate into "Bitcoin-only" and "Crypto" as valid collateral. Then a global macro tail risk event will happen and the choices made today will play out in a Darwin Award for banks" @woonomic on X 2025-07-19 07:37:00 UTC 1.2M followers, 55.9K engagements
"Out of all macro assets BTC is the most sensitive to global liquidity. Global liquidity = money printing It's a beautiful thing. The central banks print the bigger BTC gets fiat dies" @woonomic on X 2025-07-02 20:09:01 UTC 1.2M followers, 173.3K engagements
"Every coin has a story. Circa 2015 XRP was #2. Low volumes allowed their trading team to manipulate the price up while systematically dumping their XXX% pre-mine onto retail who believed it was the next payment network. To reinforce this grift Ripple signed 100s of hot air partnership deals with bankers because banks felt pressure to innovate with "blockchain". Ripple would pay XRP as part of the deal" @woonomic on X 2025-01-25 04:31:39 UTC 1.2M followers, 64.7K engagements
"@PeterMcCormack Inflection point happened in 1971. The hurdle rate became X% due to X% fiat debasement and X% GDP growth. Stocks and Real Estate became the SoV property missing from fiat. Real Estate as SoV causes societal problems whereas Stocks arguably benefits innovation and GDP" @woonomic on X 2025-07-20 16:33:34 UTC 1.2M followers, 10.8K engagements
"For pro-traders family offices and global macro hedge funds we have our institutional publication - The Bitcoin Vector with a full suite of models which are robust battle hardened and has carried significant capital for over X years" @woonomic on X 2025-07-14 14:16:26 UTC 1.2M followers, 34.5K engagements
"The problem with real estate is the human population that needs it will peak and decrease. The good thing about Bitcoin is the population that needs it humans and AI agents will continue to increase" @woonomic on X 2025-06-11 12:58:27 UTC 1.2M followers, 149.7K engagements
"@BTCBreadMan Looking into the fundamentals instead of price volatility. BTC is likely the lowest risk asset" @woonomic on X 2025-07-21 15:53:07 UTC 1.2M followers, 57.6K engagements
"I know y'all busy shopping for new lambos today that's def the priority. But if you're free join us. Going live in 3.5hrs. Let's talk about latest BTC market action structure and this cycle's end game" @woonomic on X 2025-07-11 08:37:04 UTC 1.2M followers, 62K engagements
"@FixxTheMoneyy @TheBTCTherapist Maybe maybe not. It's higher up the risk/return curve. BTC's CAGR of XX% can be beaten by a BTC startup especially when their treasury is in BTC" @woonomic on X 2025-07-21 21:33:24 UTC 1.2M followers, 67.9K engagements
"In 2014 Tether was founded solving the banking issue for crypto while banks denied access. Today it ranks 5th most profitable above Morgan & Stanley and Goldman with only XXX staff ๐. Easily 10x more growth ahead of it" @woonomic on X 2025-06-10 01:15:53 UTC 1.2M followers, 275.1K engagements
"@PeterSchiff It's the same reason why gold isn't used to settle trade we still price everything in fiat. Stables are a form of psuedo-banking on modern rails invented to bank the unbanked - crypto exchanges. They scale with BTC size as the other side of the market's orderbook" @woonomic on X 2025-06-20 06:30:45 UTC 1.2M followers, 28.7K engagements
/creator/twitter::woonomic