#  @0xbrel 0xsimba ⌘ (🌸, 🌿) 🛸 0xsimba ⌘ (🌸, 🌿) 🛸 posts on X about crypto, $60k, money, flow the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1448880432569802758/interactions)  - [--] Week [------] -39% - [--] Month [-------] +5,614% - [--] Months [-------] +10,765% - [--] Year [-------] +5,336% ### Mentions: [---] [#](/creator/twitter::1448880432569802758/posts_active)  - [--] Week [---] -6% - [--] Month [-----] +1,004% - [--] Months [-----] +1,545% - [--] Year [-----] +1,576% ### Followers: [-----] [#](/creator/twitter::1448880432569802758/followers)  - [--] Week [-----] +3.40% - [--] Month [-----] +24% - [--] Months [-----] +27% - [--] Year [-----] +33% ### CreatorRank: [-------] [#](/creator/twitter::1448880432569802758/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 68.69% [cryptocurrencies](/list/cryptocurrencies) #5943 [stocks](/list/stocks) 16.5% [exchanges](/list/exchanges) 14.14% [technology brands](/list/technology-brands) 9.76% [countries](/list/countries) 6.4% [financial services](/list/financial-services) #1932 [currencies](/list/currencies) 2.36% [social networks](/list/social-networks) 1.68% [vc firms](/list/vc-firms) 0.67% **Social topic influence** [crypto](/topic/crypto) #3011, [$60k](/topic/$60k) #148, [money](/topic/money) 13.8%, [flow](/topic/flow) #2891, [liquidity](/topic/liquidity) #394, [$330m](/topic/$330m) #8, [sentiment](/topic/sentiment) #441, [exchanges](/topic/exchanges) #768, [coinbase](/topic/coinbase) #1481, [onchain](/topic/onchain) #2109 **Top accounts mentioned or mentioned by** [@bitfinexreplies](/creator/undefined) [@milkroad](/creator/undefined) [@richardptardio](/creator/undefined) [@tedpillows](/creator/undefined) [@araistotle_jr](/creator/undefined) [@jampzey](/creator/undefined) [@lookonchain](/creator/undefined) [@kobeissiletter](/creator/undefined) [@runnerxbt](/creator/undefined) [@larkdavis](/creator/undefined) [@quintenfrancois](/creator/undefined) [@lynaldencontact](/creator/undefined) [@wiseadvicesumit](/creator/undefined) [@cryptorover](/creator/undefined) [@truthslicer](/creator/undefined) [@intocryptoverse](/creator/undefined) [@dotkrueger](/creator/undefined) [@virtualbacon](/creator/undefined) [@defidad](/creator/undefined) [@nobscrypto](/creator/undefined) **Top assets mentioned** [Coinbase Global Inc. (COIN)](/topic/coinbase) [BlackRock Inc (BLK)](/topic/blackrock) [Bitcoin (BTC)](/topic/bitcoin) [Strategy (MSTR)](/topic/$mstr) ### Top Social Posts Top posts by engagements in the last [--] hours "Two Paths: 🟢 Flows sustain Institutions front-ran bottom $60K-$70K = new accumulation zone 🔴 Flows revert One-day dip buy Retest $50K as sellers return Next week will confirm which" [X Link](https://x.com/anyuser/status/2020252225528860778) 2026-02-07T21:43Z [----] followers, [---] engagements "Weekly Flow Summary (Feb 2-8) Forced Selling: 241K BTC to exchanges (Feb 4-6) Trend Research final $44M ETH sale $2.2B liquidations in 24hrs Institutional Response: Feb 6: $330M ETF inflow at $60K Coinbase premium flipped positive BlackRock: $231M Friday The Turn: Fear stayed at 6-7 all week. Institutions bought it. This week decides if it's real or relief rally. Watching Monday to Friday flows for confirmation. https://twitter.com/i/web/status/2020571741857218761 https://twitter.com/i/web/status/2020571741857218761" [X Link](https://x.com/0xbrel/status/2020571741857218761) 2026-02-08T18:53Z [----] followers, [---] engagements "Now the honest part: This could be THE bottom. Or A bottom before $50Ks. I don't know which. But I do know this: Every metric that worked in [----] [----] [----] [----] is flashing. And in [--] months one group will say "I should've bought $60K."" [X Link](https://x.com/anyuser/status/2019657792370729289) 2026-02-06T06:21Z [----] followers, [---] engagements "Two ways this plays out: 1) $60K holds = $80K+ by summer 2) $60K breaks = $50Ks pain first Either way: This is the zone where legends are made or portfolios die. Not financial advice. Just data receipts. History rhymes. It doesn't repeat. But it damn sure rhymes" [X Link](https://x.com/anyuser/status/2019657794769825821) 2026-02-06T06:21Z [----] followers, [--] engagements "This explains the $60K drop. Simple version: Hong Kong hedge fund(s) running levered IBIT options + Silver trade + JPY carry = all blew up at once. $10.7B IBIT volume = 2X normal = forced liquidation. Not fundamental bearishness. Mechanical deleveraging. When leverage clears price finds equilibrium. This was the highest volume day on $IBIT ever by a factor of nearly 2x trading $10.7B today. Additionally roughly $900M in options premiums were traded today also the highest ever for IBIT. Given these facts and the way $BTC and $SOL traded down in lockstep today (normally This was the highest" [X Link](https://x.com/anyuser/status/2019674836843339903) 2026-02-06T07:29Z [----] followers, [----] engagements "What to Watch: ✅ Mon-Fri ETF flows (need 3+ green days) ✅ $60K support holding (not just wicking) ✅ Fear stabilizing above [--] Setup complete. Signal pending. This is how bottoms form in data not comfort. Follow for weekly flow analysis. No vibes. Just receipts" [X Link](https://x.com/anyuser/status/2020252227995353431) 2026-02-07T21:44Z [----] followers, [---] engagements "Strongest bull case I've seen all week. Your Gold/BTC inverse correlation thesis lines up with flow data: ✅ Gold peaked $5600 now $4969 (-11%) ✅ 241K BTC capitulation event (Feb 4-6) = forced sellers exhausted ✅ $330M ETF inflow at $60K = institutions buying the technical extreme ✅ Weekly RSI matching 2018/2022 bottoms The setup is undeniable. Signal watch: Stablecoins need to stop bleeding (-$14B still) ETF flows need to sustain (3 days green after weeks red) Monday-Friday this week = confirmation period Your fundamental catalysts (Clarity Act dovish Fed weak jobs) = medium-term bullish." [X Link](https://x.com/0xbrel/status/2020538403662545255) 2026-02-08T16:41Z [----] followers, [----] engagements "Feb [--] was the cleanest liquidation event in crypto history. Here's why that's wildly bullish: [------] BTC forced to exchanges in [--] hours. $2.2B liquidations in [--] hours. Fear hit [--] (lowest in [--] years). But here's what DIDN'T happen: ❌ No exchange insolvencies ❌ No protocol failures ❌ No stablecoin depegs ❌ No contagion cascade ❌ No FTX [---] Compare to previous crashes: 2022: Luna imploded 3AC collapsed Celsius frozen contagion for months [----] COVID: BitMEX liquidation engine broke exchanges went offline 2018: No institutional buyers existed to catch it [----] is different: ✅ Infrastructure held" [X Link](https://x.com/0xbrel/status/2020797689273696571) 2026-02-09T09:51Z [----] followers, [---] engagements "Crypto Twitter has become a newswire with emojis. 90% of the accounts you follow are reposting the same headline within [--] seconds of each other. Different profile picture same tweet. Nobody is adding context. Nobody is showing you what the data actually says beneath the headline. Todays NFP beat expectations : 130K vs 66K forecast. Within [--] seconds [---] accounts posted BREAKING with the same number. How many of them told you what it actually means for your portfolio How many connected it to the on-chain flows the stablecoin positioning the accumulation happening underneath the noise Almost" [X Link](https://x.com/0xbrel/status/2021653641401446621) 2026-02-11T18:32Z [----] followers, [---] engagements "The Holders: Grayscale a16z Jump Wintermute Grayscale holding $1.3B+ steady. a16z adding $2.8M UNI. Jump maintaining $21M stETH. Wintermute hedging with $10M in tokenized gold. Nobody is distributing. Everyone is either holding or adding" [X Link](https://x.com/0xbrel/status/2021864450970566842) 2026-02-12T08:30Z [----] followers, [--] engagements "The Smart Money Fund Dashboard SOL +12.4% balance increase in 24h. JUP +3.7%. SYRUP +$566K net inflow. The funds aren't just buying BTC they're positioning in DeFi infrastructure for the recovery" [X Link](https://x.com/0xbrel/status/2021864453193503074) 2026-02-12T08:30Z [----] followers, [--] engagements "MVRV at [---] with Mayer Multiple at [----]. Two independent metrics both saying the same thingwe're approaching historically cheap levels. Not there yet but close. The wallets that track this stuff on-chain aren't waiting for MVRV to hit [---]. They started buying at [---] and they'll keep buying all the way down https://twitter.com/i/web/status/2022222602815648011 https://twitter.com/i/web/status/2022222602815648011" [X Link](https://x.com/0xbrel/status/2022222602815648011) 2026-02-13T08:13Z [----] followers, [---] engagements "CPI cool. Inflation trending down. And the Fed's excuse to stay on hold just got weaker. This reopens the rate cut conversation that the hot NFP tried to kill yesterday. The setup is building cooling inflation weakening labor market institutional accumulation at record levels. The pieces are lining up. https://twitter.com/i/web/status/2022348926565613950 https://twitter.com/i/web/status/2022348926565613950" [X Link](https://x.com/0xbrel/status/2022348926565613950) 2026-02-13T16:35Z [----] followers, [---] engagements "Zero capital gains tax on Bitcoin in a European nation while the US is still debating stablecoin yield rules. The regulatory arbitrage is creating a global competition for crypto capital. Countries that move first attract the flows. Czech Republic just put itself on the map for every BTC holder looking for a friendlier jurisdiction https://twitter.com/i/web/status/2022349369169633699 https://twitter.com/i/web/status/2022349369169633699" [X Link](https://x.com/0xbrel/status/2022349369169633699) 2026-02-13T16:37Z [----] followers, [----] engagements "Core CPI at 4-year lows while real wages are growing. That's the exact macro combination that gives the Fed room to cut without political blowback. Lower inflation + higher wages = the soft landing narrative is alive. Risk assets priced in a recession that isn't showing up in the data. https://twitter.com/i/web/status/2022351449053684211 https://twitter.com/i/web/status/2022351449053684211" [X Link](https://x.com/0xbrel/status/2022351449053684211) 2026-02-13T16:45Z [----] followers, [---] engagements "@intocryptoverse Core MoM came in hot at 0.3% vs 0.2% consensus but YoY is trending down. The market is going to fight over which number matters more. For crypto the YoY trend is what counts2.4% headline is the lowest since [----]. The direction matters more than one month's noise" [X Link](https://x.com/0xbrel/status/2022370341033537632) 2026-02-13T18:00Z [----] followers, [----] engagements "a whole generation about to learn about hard money before they learn about fractional reserve banking. that sequencing matters more than people realize. The current system only works because nobody questions it until they're already deep in it. Teach [--] year olds about [--] million cap and fixed supply before they open a savings account and see what happens https://twitter.com/i/web/status/2022691377268638181 https://twitter.com/i/web/status/2022691377268638181" [X Link](https://x.com/0xbrel/status/2022691377268638181) 2026-02-14T15:16Z [----] followers, [--] engagements "exactly milk. imo the best onboarding is the one users don't even notice has happened. first time most people interact with crypto won't be through a crypto app it'll be through a feature inside something they already use every day. E.g. X the wallet becomes invisible. that's mass adoption ser . Stars are lining up Mr.Beast picking up that finance app and now X opening up. I'm f******* bullish https://twitter.com/i/web/status/2022692991555547456 https://twitter.com/i/web/status/2022692991555547456" [X Link](https://x.com/0xbrel/status/2022692991555547456) 2026-02-14T15:22Z [----] followers, [--] engagements "@dotkrueger Its simple. Its not easy. Buying BTC and waiting only works if you survive volatility and ignore noise. Most people overtrade because boredom feels unproductive. The edge isnt complexity. Its discipline through cycles that look broken in real time" [X Link](https://x.com/0xbrel/status/2022717390409093274) 2026-02-14T16:59Z [----] followers, [---] engagements "Eric -$434M yesterday IBIT -$175M = pain visible. But your stat matters more: 90% AUM still in. YTD -$2.2B looks bad until you realize $96B still held. Thats conviction not capitulation. Cat [--] hurricane = accurate metaphor. Most holders weathering it not abandoning ship. Structure still holding despite force. https://twitter.com/i/web/status/2019758326343496160 https://twitter.com/i/web/status/2019758326343496160" [X Link](https://x.com/0xbrel/status/2019758326343496160) 2026-02-06T13:01Z [----] followers, [---] engagements "I read the whole thing and its an isightful long read Here's what matters for crypto: The "Gradual Print" Thesis: Fed shifting from QT to balance sheet expansion: $40B/month initially (through April tax season) $20-25B/month baseline thereafter Total 2026: $220B-$375B expected NOT quantitative easing (short-duration securities for liquidity maintenance not economic stimulus). Why This Matters Now: Dec-Jan: Overnight financing rates elevated liquidity shortage Fed response: Added reserves starting January This explains crypto's Feb [--] turn: Institutions bought btc at $60K same week Fed added" [X Link](https://x.com/0xbrel/status/2020574902059774374) 2026-02-08T19:06Z [----] followers, [----] engagements "$72K shorts swept temporary fuel exhausted. Next clusters: $74.7K (resistance more shorts) $67.3K (support longs) Chop between these makes sense after: 241K BTC forced selling complete Short squeeze finished New range forming Institutions bought $60K-$70K. Now watching if they defend it or if retest comes. Weekend liquidity can't break structure. Monday-Friday flows decide. https://twitter.com/i/web/status/2020751074273997185 https://twitter.com/i/web/status/2020751074273997185" [X Link](https://x.com/0xbrel/status/2020751074273997185) 2026-02-09T06:46Z [----] followers, [----] engagements "13 central governments mining Bitcoin while the Fear index sits at [--] and CT debates whether we're in a bear market. Nation-state hash rate commitment isn't a trade it's multi-decade infrastructure. You don't build mining operations to flip BTC at $80K. You build them because you've decided Bitcoin is a strategic reserve asset. The retail sentiment and the sovereign behavior have never been this disconnected https://twitter.com/i/web/status/2022193086013616189 https://twitter.com/i/web/status/2022193086013616189" [X Link](https://x.com/0xbrel/status/2022193086013616189) 2026-02-13T06:16Z [----] followers, [---] engagements "The President of the United States filing crypto ETFs while BTC just bounced 5% off Fear at [--]. Six months ago this would have sent the market up 20%. Today it barely registers because everyone's too shell-shocked to react. That's how you know sentiment is still washed bullish catalysts can't even get a bid yet. When they start landing the move will be violent https://twitter.com/i/web/status/2022359014969897234 https://twitter.com/i/web/status/2022359014969897234" [X Link](https://x.com/0xbrel/status/2022359014969897234) 2026-02-13T17:15Z [----] followers, [----] engagements "Truth Social filing a yield maximizer ETF a BTC/ETH fund a spot BTC ETF AND a blue chip basket all while IBIT just became the fastest ETF to $100B in history. The crypto ETF pipeline is getting crowded fast. More products more access points more structural demand that doesn't disappear when sentiment turns. The plumbing is being built regardless of what the Fear index says https://twitter.com/i/web/status/2022370148049707484 https://twitter.com/i/web/status/2022370148049707484" [X Link](https://x.com/0xbrel/status/2022370148049707484) 2026-02-13T17:59Z [----] followers, [----] engagements "underrated take. every other tech vertical is getting cloned by Chinese competitors at half the cost. you can't clone a decentralized network with real liquidity and composability. that's an actual moat not a narrative moat. first time in years crypto has a structural bull case that has nothing to do with charts. https://twitter.com/i/web/status/2022636741719409072 https://twitter.com/i/web/status/2022636741719409072" [X Link](https://x.com/0xbrel/status/2022636741719409072) 2026-02-14T11:39Z [----] followers, [----] engagements "6.6th percentile on the power law. less than [---] days in BTC's entire existence has been cheaper than this on a relative basis. The wallets that historically bought during these percentiles are the ones sitting on 8-figure lifetime PnL today. Greedy is the wrong word bro it's just math. https://twitter.com/i/web/status/2022673431079129196 https://twitter.com/i/web/status/2022673431079129196" [X Link](https://x.com/0xbrel/status/2022673431079129196) 2026-02-14T14:05Z [----] followers, [--] engagements "SOL at $8 in [----] is the example everyone uses but nobody actually bought the real question isn't which alts will recover it's which ones have real capital flowing into them right now. fund data from this week shows SOL getting +11.3% balance increase from smart money in 24h. AAVE held by [--] funds at $64M. UNI held by [--] funds at $139M. the 'next SOL at $8' won't feel like an opportunity. it'll feel terrifying. just like it did at $8 https://twitter.com/i/web/status/2022689367391613272 https://twitter.com/i/web/status/2022689367391613272" [X Link](https://x.com/0xbrel/status/2022689367391613272) 2026-02-14T15:08Z [----] followers, [---] engagements "@virtualbacon BTC ETH SOL. boring answer but the fund data backs it up smart money is concentrating into majors right now not diversifying" [X Link](https://x.com/0xbrel/status/2022691504310096037) 2026-02-14T15:16Z [----] followers, [----] engagements "@DeFi_Dad Careful with that framing. Institutions buying tokens doesnt mean theyre in DeFi. It means theyre front-running infrastructure and yield rails. BlackRock and Apollo dont chase narratives. They chase settlement efficiency and balance sheet advantage. I'm bullish AF" [X Link](https://x.com/0xbrel/status/2022717275644584269) 2026-02-14T16:59Z [----] followers, [--] engagements "Strength is relative bro. If alts are holding despite heavy selling pressure that usually means supply already cleared earlier. But resilience during chop doesnt equal breakout. The real tell is volume expansion on upside not just not going lower. Survival comes first. Expansion confirms it. https://twitter.com/i/web/status/2022717549893255256 https://twitter.com/i/web/status/2022717549893255256" [X Link](https://x.com/0xbrel/status/2022717549893255256) 2026-02-14T17:00Z [----] followers, [---] engagements "@noBScrypto Green feels amazing after weeks of grind. But weekend pumps are thin by nature. Liquidity is lighter moves look cleaner than they are. The real test is Monday flow. If buyers show up when size returns then it matters" [X Link](https://x.com/0xbrel/status/2022763115188793733) 2026-02-14T20:01Z [----] followers, [---] engagements "Banks arent dying. Theyre adapting. Deposit spreads compress when alternatives appear. Thats competition not collapse. Stablecoins improve settlement. Bitcoin improves portability. But credit creation still sits inside banking rails. Until lending fully migrates on-chain banks remain core infrastructure. The shift is real. The obituary is premature https://twitter.com/i/web/status/2022763243601551474 https://twitter.com/i/web/status/2022763243601551474" [X Link](https://x.com/0xbrel/status/2022763243601551474) 2026-02-14T20:01Z [----] followers, [--] engagements "Rate cut odds falling markets pricing out dovish pivot. But here's the divergence: Fed funds futures: Less cuts expected Fed balance sheet: Expanding ($220-375B this year) China: Reducing treasury exposure Rate policy does not equal liquidity policy. Even without cuts Fed adding liquidity to maintain ample reserves. For risk assets: Liquidity rates. Watching Wed NFP + Fri CPI for volatility. https://twitter.com/i/web/status/2020792254474911790 https://twitter.com/i/web/status/2020792254474911790" [X Link](https://x.com/0xbrel/status/2020792254474911790) 2026-02-09T09:29Z [----] followers, [--] engagements "Had to reread this a few times to digest it properly Bernstein's $150K thesis hinges on "when liquidity shifts." That shift is starting NOW: ✅ Fed balance sheet expanding ($220-375B announced) ✅ China reducing treasuries (Fed forced to print more) ✅ Institutions positioned ($330M+ ETF inflows last week) ✅ Corporate treasuries accumulating (Strategy $90M Friday) Their "weakest bear case ever" claim is data-backed: No exchange insolvencies ✅ No protocol failures ✅ No contagion ✅ Infrastructure held ✅ Compare to: 2014: Mt. Gox collapsed 2018: ICO implosion 2022: Luna Celsius 3AC FTX 2026: Clean" [X Link](https://x.com/0xbrel/status/2020852965800550495) 2026-02-09T13:31Z [----] followers, [---] engagements "COIN up 15% the day after posting a -$2.49 EPS miss. Market looked past the headline and found $3B in free cash flow and a Deribit-powered derivatives business growing underneath. Yesterday's panic sellers just became today's chasers. Same story playing out in crypto the fear is the setup not the signal https://twitter.com/i/web/status/2022347832766628234 https://twitter.com/i/web/status/2022347832766628234" [X Link](https://x.com/0xbrel/status/2022347832766628234) 2026-02-13T16:31Z [----] followers, [---] engagements "The contrarian indicator trifecta. Schiff calling $10K legacy media calling overvalued and CT giving up all while $174M in verified whale accumulation happened this week and CPI just came in below expectations. The people without onchain data are making calls. The people with it are buying https://twitter.com/i/web/status/2022349120380309579 https://twitter.com/i/web/status/2022349120380309579" [X Link](https://x.com/0xbrel/status/2022349120380309579) 2026-02-13T16:36Z [----] followers, [---] engagements "This is the most important risk framework in crypto right now and almost nobody is discussing it seriously. 21M cap means nothing if there are 50M synthetic BTC claims sitting in ETF wrappers structured products and lending markets. When those crack the liquidation pressure hits spot price even though the actual coins never moved. That's exactly what happened this week record realized losses driven by synthetic unwinding not long term holders selling. The onchain BTC didn't move. The paper BTC did https://twitter.com/i/web/status/2022372669253935587" [X Link](https://x.com/0xbrel/status/2022372669253935587) 2026-02-13T18:09Z [----] followers, [----] engagements "@CryptoKaleo $70K after hitting $65K. The people who capitulated at Fear [--] are watching this from the sideline wondering if they should buy back in at a higher price. tale as old as time" [X Link](https://x.com/0xbrel/status/2022636427444654360) 2026-02-14T11:37Z [----] followers, [--] engagements "every weekend dump leading to further downside is the stat that matters here. weekend liquidity is thin enough that any real selling pressure accelerates. if we hold $69-70K through Sunday night it actually means something because the conditions to push it lower were there and it didn't take https://twitter.com/i/web/status/2022637077750280349 https://twitter.com/i/web/status/2022637077750280349" [X Link](https://x.com/0xbrel/status/2022637077750280349) 2026-02-14T11:40Z [----] followers, [----] engagements "@Jampzey Jampzey Strategic Reserve loading xxxx Now pump it mfer" [X Link](https://x.com/0xbrel/status/2022770451424956475) 2026-02-14T20:30Z [----] followers, [--] engagements "Genuine question: How does Maple avoid what killed every other credit protocol in [----] Watching SYRUP growth but the track record for undercollateralized DeFi lending is. brutal. TrueFi Clearpool Goldfinch all had strong narratives. Most ended with defaults and bag holders. What's different this time Because "institutional borrowers" didn't save anyone last cycle. https://twitter.com/i/web/status/2012518160511926302 https://twitter.com/i/web/status/2012518160511926302" [X Link](https://x.com/0xbrel/status/2012518160511926302) 2026-01-17T13:31Z [----] followers, [--] engagements "Fair point on the Q3 [----] "buzz" but the difference today is the Liquidity Plumbing. In Q3 we had "hope"; today we have Fidelity launching $FIDD and $33T in stablecoin volume. You're right that BTC loves to "test" patience but with the NDX at 26k and Silver already peaking at $117 the 180-day lag suggests we're in the final exhaustion phase of that test. The "Greenlight" isn't just a phrase this time it's a $6 trillion institutional deployment. https://twitter.com/i/web/status/2016588250685559132 https://twitter.com/i/web/status/2016588250685559132" [X Link](https://x.com/0xbrel/status/2016588250685559132) 2026-01-28T19:04Z [----] followers, [---] engagements "Buy the dip or wait for lower CASE FOR NOW: ✅ $235M leaving exchanges ✅ Smart traders 14.9X normal buying ✅ Liquidations mostly flushed ✅ Macro event not crypto weakness CASE TO WAIT: ⚠ Iran could escalate further ⚠ Oil prices still elevated ⚠ BTC no clear support yet Answer: DCA not FOMO. https://twitter.com/i/web/status/2016963699576103073 https://twitter.com/i/web/status/2016963699576103073" [X Link](https://x.com/0xbrel/status/2016963699576103073) 2026-01-29T19:56Z [----] followers, [---] engagements "The smart money playbook: 🎯 1st buy: NOW (30-40% of position) Catch bounce if it comes 🎯 2nd buy: $82K BTC / $2600 ETH If geopolitics worsen 🎯 3rd buy: $78K BTC / $2400 ETH Capitulation wick (if happens) DCA FOMO. EVERY. SINGLE. TIME" [X Link](https://x.com/0xbrel/status/2016963701727707142) 2026-01-29T19:56Z [----] followers, [---] engagements "@lookonchain This is the data everyone needs to see. $142M -$129M. $87M -$22M. Pattern: leverage + conviction = destruction. Now Fear [--] $2.58B liquidated total. The market just taught [--] expensive lessons. Survival leverage" [X Link](https://x.com/0xbrel/status/2017889530682945589) 2026-02-01T09:15Z [----] followers, [---] engagements "THIS is why Warsh will cut aggressively. T ruflation 0.86% vs CPI 2.5% = 3X divergence. Same divergence explains metals crash (-13% gold -27% silver) markets pricing NO debasement. Problem: Cuts WITHOUT QE liquidity stays tight. BTC -$1.9B ETF flows = pricing restrictive policy that's ending. Mispricing is the opportunity imo https://twitter.com/i/web/status/2017981356949618860 https://twitter.com/i/web/status/2017981356949618860" [X Link](https://x.com/0xbrel/status/2017981356949618860) 2026-02-01T15:20Z [----] followers, [---] engagements "This explains the Truflation divergence @MilkRoad Road posted. Official CPI 2.5% Truflation 0.86% lower income 3.1%. Different baskets = different realities. Top 20% (discretionary) sees deflation. Bottom 40% (necessities) feels inflation. Fed policy targets aggregate misses distribution. Warsh cuts help who https://twitter.com/i/web/status/2018051539579920893 https://twitter.com/i/web/status/2018051539579920893" [X Link](https://x.com/0xbrel/status/2018051539579920893) 2026-02-01T19:59Z [----] followers, [--] engagements "Product destroying it. Stock getting destroyed. Same pattern as crypto overall: Utility growing ✅ Price collapsing ❌ $10T stablecoin volume in January. Annualized = $120T. That's 40X crypto's total market cap ($3T). Stablecoins is the real crypto product. If regulation comes Circle stock should be way higher Currently pricing in failure. Market wrong here. Dan right on TAM. https://twitter.com/i/web/status/2018556349529952480 https://twitter.com/i/web/status/2018556349529952480" [X Link](https://x.com/0xbrel/status/2018556349529952480) 2026-02-03T05:25Z [----] followers, [----] engagements "This is Cross-asset carnage. Tech -2.2% crypto -30% YTD Iran tensions rising. This is what Alistair said; BTC tracking Nasdaq until real demand shows up. Nasdaq down = BTC down. No independent bid yet. All risk assets moving together. Pure correlation zero conviction. Risk-off = everything bleeds. https://twitter.com/i/web/status/2019106066546438408 https://twitter.com/i/web/status/2019106066546438408" [X Link](https://x.com/0xbrel/status/2019106066546438408) 2026-02-04T17:49Z [----] followers, [----] engagements "This. Everyone today: "Most oversold since FTX" Emperor: "Oversold is not a bottom in bear market" I learned this TODAY. Feb 2: ETF flows +$561M said trigger hit Feb 4: ETF flows -$88M back negative One day oversold bounce doesn't change the trend. Emperor's right: Patience oversold duration. That's the game. Survive longer than the oversold lasts. https://twitter.com/i/web/status/2019157931745591552 https://twitter.com/i/web/status/2019157931745591552" [X Link](https://x.com/0xbrel/status/2019157931745591552) 2026-02-04T21:15Z [----] followers, [----] engagements "Appreciate the alpha mindset but also Most people are underwater 40-70%. "Optional" = if you have capital + survived. BTC $70K (was $125K). ETH down 32% in [--] days. Tom Lee -$7.4B unrealized. Job = optional for survivors. Job = necessary for liquidated. On-chain ops exist ✅ But surviving TO trade them is the game. Your optimism is valuable. Just: Survive first. Alpha second. https://twitter.com/i/web/status/2019376712199397646 https://twitter.com/i/web/status/2019376712199397646" [X Link](https://x.com/0xbrel/status/2019376712199397646) 2026-02-05T11:45Z [----] followers, [--] engagements "@KobeissiLetter That's not retail. That's institutional. "Someone big was liquidated" This explains: -$2T in [--] months ✅ ETF outflows today ✅ Fear & Greed: [--] (lowest since Luna) ✅ When institutions liquidate at this scale = cascades. Structural not technical. Data receipts" [X Link](https://x.com/0xbrel/status/2019653665150374243) 2026-02-06T06:05Z [----] followers, [---] engagements "But also: What if nothing "broke" What if Oct [--] leverage peak Since then Deleveraging. Not manipulation. Capitulation. -$2T (4 months) = forced selling. Fear [--] = extreme. $434M ETF outflows ongoing. Ash might be right (structural break). Or: This IS the fix (clearing excess). Both possible. Watching not predicting. https://twitter.com/i/web/status/2019654535040348314 https://twitter.com/i/web/status/2019654535040348314" [X Link](https://x.com/0xbrel/status/2019654535040348314) 2026-02-06T06:08Z [----] followers, [--] engagements "-40% from $100K January highs. You know what else was -40% [----] bottom (-40% from Nov highs) [----] bottom (-42%) Every. Major. Bottom. Drawdowns of this size end cycles they don't continue them" [X Link](https://x.com/0xbrel/status/2019657772275757505) 2026-02-06T06:21Z [----] followers, [--] engagements "ETF holders: 94% held through the entire dump (Bloomberg data) That's not weak hands fleeing. That's conviction. 94% STILL HOLDING Institutions aren't panicking. Retail is" [X Link](https://x.com/0xbrel/status/2019657774867837337) 2026-02-06T06:21Z [----] followers, [--] engagements "While price dumped: Entities with 1K BTC accumulated Long-term holders adding Smart money positioning Price says panic. On-chain says accumulation. One of these groups is wrong. History says it's not the accumulators" [X Link](https://x.com/0xbrel/status/2019657777434771647) 2026-02-06T06:21Z [----] followers, [--] engagements "$7B liquidated in [--] days. That's forced selling not organic. Leverage flush = rocket fuel removal. When overleveraged longs are gone price can actually move up without constant liquidation pressure" [X Link](https://x.com/0xbrel/status/2019657779850686851) 2026-02-06T06:21Z [----] followers, [--] engagements "Weekly RSI at [----] levels. Last time it was here: $15800 November [----] Next high: $73800 (March 2024) That's +366% in [--] months from oversold. We're oversold again" [X Link](https://x.com/0xbrel/status/2019657785013858357) 2026-02-06T06:21Z [----] followers, [--] engagements "When BTC dropped to $60K Nasdaq was only down 2%. That's the correlation WEAKENING. Before: BTC followed Nasdaq 1:1 Now: BTC overcorrecting = independent capitulation Independent bottoms = independent recoveries" [X Link](https://x.com/0xbrel/status/2019657787471806822) 2026-02-06T06:21Z [----] followers, [--] engagements "All the pieces: ✅ Government shutdown resolved ✅ ISM showing expansion (52.6) ✅ Historical support ($60K = [----] ATH) ✅ Sentiment destroyed ✅ Leverage flushed ✅ Institutions holding Not saying "buy now moon soon" Saying: This is what bottoms look like in real-time" [X Link](https://x.com/0xbrel/status/2019657789891833939) 2026-02-06T06:21Z [----] followers, [--] engagements "Pomp this is it. Fear [--]. -40% drawdown. "Bitcoin's dead" trending again. Your "GFC every [--] months" is accurate. We're in one now. Difference: This time institutions hold (94% ETF holders through -40%). Structure changed. Pain cycle same. Just posted thread on all [--] signals flashing. https://twitter.com/i/web/status/2019660018245578847 https://twitter.com/i/web/status/2019660018245578847" [X Link](https://x.com/0xbrel/status/2019660018245578847) 2026-02-06T06:30Z [----] followers, [---] engagements "@Barchart Kiyosaki stopped at $6K bought at $117K. That's called buying tops selling bottoms. Respect his gold calls but his BTC timing = consistently wrong. Opposite of what data shows: Buy Fear [--] sell Greed [--]. Not financial advice just history. Thread up on the actual signals" [X Link](https://x.com/0xbrel/status/2019661288734093747) 2026-02-06T06:35Z [----] followers, [----] engagements "Zoo "doomer bears in disbelief" = maybe. But also maybe back to $60K. What I do know: $60K wick + Fear [--] + $2.6B liquidations = textbook capitulation SETUP. Doesn't guarantee bottom but checks all boxes historically. I Posted [--] reasons thread. Bull market or bull trap = next week tells. https://twitter.com/i/web/status/2019665631994417420 https://twitter.com/i/web/status/2019665631994417420" [X Link](https://x.com/0xbrel/status/2019665631994417420) 2026-02-06T06:53Z [----] followers, [---] engagements "Rover Treasury buying back $2B debt = QT slowing If they're repurchasing instead of letting it roll off that's liquidity positive. Small signal but directional shift. Combine with ISM [--] shutdown resolved and you get macro improving while crypto panics. Timing lag is real. https://twitter.com/i/web/status/2019665913679605855 https://twitter.com/i/web/status/2019665913679605855" [X Link](https://x.com/0xbrel/status/2019665913679605855) 2026-02-06T06:54Z [----] followers, [--] engagements "Had to read it a few times to fully understand what it means but Here it is clean and simple. IBIT just had a record day in volume and options while BTC and SOL sold off together without the usual cascade of liquidations. That suggests forced selling not panic. The theory is a large non-crypto hedge fund likely HK-based blew up a leveraged IBIT options trade possibly tied to JPY carry funding and losses in silver. Because the fund is isolated and non-crypto CT wouldnt see it. Proof if any would show up later in 13F filings. This reads less like crypto selling and more like balance-sheet" [X Link](https://x.com/0xbrel/status/2019669139963404708) 2026-02-06T07:07Z [----] followers, [----] engagements "@sjdedic Simon still here. [--] cockroaches left standing the real ones. Fear [--] everyone capitulated nobody believes anymore. This is exactly where legends get made or portfolios die. Your conviction through this = why you'll be right eventually. Thread up on the setup" [X Link](https://x.com/0xbrel/status/2019673545585078653) 2026-02-06T07:24Z [----] followers, [--] engagements "@arthur0x Arthur institutions with balance sheets: MicroStrategy Tether Binance SAFU already buying. MSTR underwater but structured to hold. Tether minted $3B stablecoins. SAFU bought $100M. They ARE stepping in just quietly. Question: Is it enough Market saying not yet" [X Link](https://x.com/0xbrel/status/2019673925337395524) 2026-02-06T07:26Z [----] followers, [---] engagements "@coingecko Difference: MSTR structure gives time public treasury = forced selling pressure. SOL treasuries without debt = can hold. With debt = liquidation risk. That's the key variable. Structure matters more than PnL" [X Link](https://x.com/0xbrel/status/2019674423054463468) 2026-02-06T07:28Z [----] followers, [---] engagements "Runner no headlines = that's the clue. Parker's IBIT theory (HK hedge fund liquidation) explains it. Not fundamental news mechanical forced selling. $10.7B IBIT volume = 2X normal. Someone big got liquidated. Crime scene investigation ongoing. Thread breakdown worth reading. https://twitter.com/i/web/status/2019675071598501944 https://twitter.com/i/web/status/2019675071598501944" [X Link](https://x.com/0xbrel/status/2019675071598501944) 2026-02-06T07:30Z [----] followers, [---] engagements "Joe SOL RSI [--] first time ever = that's the stat. Bottom 0.05% of all trading days. Forward returns from these levels historically = violent bounces. Not "SOL to moon" - just math. When RSI this oversold mean reversion = powerful. Setup textbook even if timing uncertain. https://twitter.com/i/web/status/2019677415803339214 https://twitter.com/i/web/status/2019677415803339214" [X Link](https://x.com/0xbrel/status/2019677415803339214) 2026-02-06T07:39Z [----] followers, [---] engagements "Farokh Fear [--] + $60K BTC + $1750 ETH + $67 SOL = all at historical support with lowest fear ever recorded. "Start believing" = exactly right timing. Not blind faith just pattern recognition. This is what bottoms looked like in [----] [----] [----]. Thread up on all [--] signals matching. https://twitter.com/i/web/status/2019680964926918982 https://twitter.com/i/web/status/2019680964926918982" [X Link](https://x.com/0xbrel/status/2019680964926918982) 2026-02-06T07:54Z [----] followers, [--] engagements "@RunnerXBT lmao Runner That's the pain. But: [--] BTC = 0.000014% of supply. Scarcity math says if adoption continues that's generational wealth territory. IF being the key word 😂" [X Link](https://x.com/0xbrel/status/2019681558970659303) 2026-02-06T07:56Z [----] followers, [---] engagements "@0xNairolf Tech 10X better UX 10X better tooling 10X better all true. But sentiment is 10X worse. That's the paradox. Infrastructure improved while prices crashed. That disconnect = either (1) fundamentals don't matter or (2) timing lag before adoption catches up. Betting on (2)" [X Link](https://x.com/0xbrel/status/2019681863015756034) 2026-02-06T07:57Z [----] followers, [--] engagements "@david_eng_mba David that's the technical way of saying "drawdowns are noise within trend." Non-technical: Fear [--] $60K = stress event not regime change. Your "patience = statistical advantage" = exactly right" [X Link](https://x.com/0xbrel/status/2019682281800278385) 2026-02-06T07:59Z [----] followers, [---] engagements "@LarkDavis Lark 100%. Fear [--] today = "too risky." Greed [--] at $120K = "can't miss out." Same people different narrative same mistake. Pattern repeats every cycle. Posted full thread on why Fear [--] = exactly when conviction matters. They'll FOMO at highs we position at lows" [X Link](https://x.com/0xbrel/status/2019690330459894129) 2026-02-06T08:31Z [----] followers, [---] engagements "@CryptoMichNL Textbook capitulation signature. You just described exactly what I posted in my thread an hour ago: Extreme wick below support immediate violent reversal Fear [--] largest volume = bottoming process. 200-Week MA = the line. If it holds this was THE flush" [X Link](https://x.com/0xbrel/status/2019695533754138693) 2026-02-06T08:51Z [----] followers, [---] engagements "@RichardPtardio lmao richard. I agree with Hype but with regards to Arsenal we all know deep down they will bottle it.😂" [X Link](https://x.com/0xbrel/status/2019702774045589972) 2026-02-06T09:20Z [----] followers, [---] engagements "$2.59B liquidated 578K traders rekt largest single liquidation $12M = forced deleveraging complete or close. "Made history again" = this flush joins FTX COVID [----] in violence. When liquidations spike at lows = bottoming signature. Not bottom guaranteed but forced selling exhausted. https://twitter.com/i/web/status/2019714471308968177 https://twitter.com/i/web/status/2019714471308968177" [X Link](https://x.com/0xbrel/status/2019714471308968177) 2026-02-06T10:07Z [----] followers, [--] engagements "Parker's theory had merit (IBIT volume spike timing) but your points undermine it: (1) No tax angle in HK (2) No gossip in tiny circle ( 3) Options funds performing fine ( 4) US hours selling = ETF redemption effect. More likely: Cascading ETF selling not fund blowup. Time will reveal all https://twitter.com/i/web/status/2019715306017452265 https://twitter.com/i/web/status/2019715306017452265" [X Link](https://x.com/0xbrel/status/2019715306017452265) 2026-02-06T10:10Z [----] followers, [---] engagements "Interesting take. I've been saying markets killed debasement trade on Warsh nomination (metals proved it). Your point: He's dovish vs competitors but hawkish vs expectations. That gap is the volatility. Agree he won't shrink balance sheet fast but FEAR of it matters more than reality. https://twitter.com/i/web/status/2019715532371468732 https://twitter.com/i/web/status/2019715532371468732" [X Link](https://x.com/0xbrel/status/2019715532371468732) 2026-02-06T10:11Z [----] followers, [---] engagements "@RichardPtardio Thats what the Arsenal fan's have always been saying atleast for the last [--] years 😂 In seriousness I hope they come in clutch and actually do it this season. If they don't do you still stick with Arteta or sack him" [X Link](https://x.com/0xbrel/status/2019716684832276625) 2026-02-06T10:15Z [----] followers, [--] engagements "BTC -52% in [--] months vs Silver -47% in [--] days = perspective. Silver "safe haven" crashed FASTER than "volatile" crypto. T hat narrative flip = important. Volatility isn't the problem forced liquidations are. Both assets had same issue: overleveraged positioning unwinding violently. https://twitter.com/i/web/status/2019730415087431842 https://twitter.com/i/web/status/2019730415087431842" [X Link](https://x.com/0xbrel/status/2019730415087431842) 2026-02-06T11:10Z [----] followers, [---] engagements "Kyle crypto treasuries all underwater = Strategy BitMine Forward. Same mechanic: bought highs sitting on paper losses. Difference: Structure determines survival. MSTR = can hold years. Others Depends on debt terms. Pain visible everywhere forced selling depends on leverage. https://twitter.com/i/web/status/2019730848833003987 https://twitter.com/i/web/status/2019730848833003987" [X Link](https://x.com/0xbrel/status/2019730848833003987) 2026-02-06T11:12Z [----] followers, [---] engagements "Metaplanet "no change to strategy continue accumulating" = conviction through pain. They're Japan's MSTR equivalent. Buying $60K after buying $90K = DCA through volatility. That's the institutional behavior Eric Balchunas showed: 94% held through -40%. Builders don't panic traders do. https://twitter.com/i/web/status/2019731530680053805 https://twitter.com/i/web/status/2019731530680053805" [X Link](https://x.com/0xbrel/status/2019731530680053805) 2026-02-06T11:14Z [----] followers, [---] engagements "@osf_rekt OSF this is muscle memory training. Brilliant. It's not about the amount it's about training your brain to act when fear peaks. Most people STOP at bottoms (broke/scared) winners BUY at bottoms (even small). Habit formation position size early on. Love this" [X Link](https://x.com/0xbrel/status/2019736794565333482) 2026-02-06T11:35Z [----] followers, [---] engagements "@abetrade Perps muted because 10/10 already flushed leverage. So panic shifted to options market (institutional hedging). That divergence = institutions protecting downside not retail panic. Different profile than pure overleveraged flush" [X Link](https://x.com/0xbrel/status/2019737187114451044) 2026-02-06T11:37Z [----] followers, [----] engagements "Market maturity showing 😅 1.7B liqs on a nothing-burger day vs $1.2B COVID or $1.5B FTX. Leverage everywhere now. Bitfinex funding flipping extremely positive while rest negative Classic divergence could be smart money hedging or positioning quietly. Bear case: more cascade if funding normalizes lower. Bull case: accumulation signal if outflows pick up. Flows will tell. Watching ETH/BTC exchange movement this weekend. https://twitter.com/i/web/status/2019748834260263269 https://twitter.com/i/web/status/2019748834260263269" [X Link](https://x.com/0xbrel/status/2019748834260263269) 2026-02-06T12:23Z [----] followers, [----] engagements "$4.75B stablecoins minted in a week while crypto crashes = dry powder accumulating. Tether $1B more today. Same pattern: capital moving to stables NOT leaving crypto. When it deploys = fuel. But when matters. Could sit for months. Setup forming deployment timing uncertain. Watching for consecutive positive ETF days. https://twitter.com/i/web/status/2019759201422041376 https://twitter.com/i/web/status/2019759201422041376" [X Link](https://x.com/0xbrel/status/2019759201422041376) 2026-02-06T13:04Z [----] followers, [---] engagements "Michael narrative whiplash = gold only going up then -40% in days. Now crypto only going down. That inverse correlation timing = forced liquidation across correlated assets not fundamental shifts. Gold stabilizes to BTC bounces = mechanical relief not narrative change. Watching for multi-day bounce confirmation not single-day wick. https://twitter.com/i/web/status/2019777314989474158 https://twitter.com/i/web/status/2019777314989474158" [X Link](https://x.com/0xbrel/status/2019777314989474158) 2026-02-06T14:16Z [----] followers, [---] engagements "Single stock volatility 7X index volatility = internal chaos masked by index calm. That divergence = stress below surface. Only happened Dec [----] Oct [----] before. Both preceded sharp moves. Does this signal bottom (flush complete) or top (fear spreading) Macro uncertainty = elevated vol both directions. https://twitter.com/i/web/status/2019777470342320583 https://twitter.com/i/web/status/2019777470342320583" [X Link](https://x.com/0xbrel/status/2019777470342320583) 2026-02-06T14:17Z [----] followers, [---] engagements "@QuintenFrancois Lmao peak meme number achieved. Cycle officially complete. All bottom signals confirmed: Fear [--] ✅ 200W MA ✅ McRib April ✅ China ban #69 ✅ This is it. Cant get more textbook 😂 Moon imminent or capitulation continues either way the memes are perfect" [X Link](https://x.com/0xbrel/status/2019777717651026334) 2026-02-06T14:18Z [----] followers, [---] engagements "@sircryptotips Math matches. "Doesn't repeat but rhymes" = pattern recognition. Same magnitude similar timeframe. Difference: [----] = China ban + leverage flush. [----] = Warsh policy + DAT cascade. Causes differ drawdowns similar" [X Link](https://x.com/0xbrel/status/2019796416130896173) 2026-02-06T15:32Z [----] followers, [---] engagements "@btcjvs Excess leverage flush in BTC not equities. Interesting take. That 15% divergence = crypto-specific forced selling (DATs cascades). "$76K reclaim" = fair target IF correlation holds and software stabilizes. Watching for decoupling or continued tracking" [X Link](https://x.com/0xbrel/status/2019797152248062380) 2026-02-06T15:35Z [----] followers, [---] engagements "This is modest beat. 1-year inflation 3.5% down from 4.0% supports the rate cut narrative. Stock market crashing despite improving sentiment there is that disconnect. Consumers feel okay markets panicking. That gap is either the market overreacting or consumers lagging reality. Paying attention https://twitter.com/i/web/status/2019797900696457557 https://twitter.com/i/web/status/2019797900696457557" [X Link](https://x.com/0xbrel/status/2019797900696457557) 2026-02-06T15:38Z [----] followers, [---] engagements "@scottmelker Key signal That's not "dead cat bounce" profile. That's BID showing up at these levels. Real interest at $60-65K zone. Does it sustain tomorrow or fade One day is noise. Three days makes the trend" [X Link](https://x.com/0xbrel/status/2019801432711369172) 2026-02-06T15:52Z [----] followers, [---] engagements "Yardstick metric lowest ever is another extreme reading. Like Fear [--] weekly RSI 200W MA Mayer Multiple. Every metric flashing "never been here" levels. Confluence of extremes either paradigm shift or generational setup. Zone rarely lasts long historically bounce or break coming soon. https://twitter.com/i/web/status/2019801801143341220 https://twitter.com/i/web/status/2019801801143341220" [X Link](https://x.com/0xbrel/status/2019801801143341220) 2026-02-06T15:54Z [----] followers, [--] engagements "Heres the uncomfortable read. Retail explosions dont mark healthy trends. They mark late urgency. Phase [--] was institutional withdrawal and weak confidence. Phase [--] is policy pressure pushing participation back in. Phase [--] is retail filling the liquidity gap at peak turnover. The tell isnt account growth. Its margin accounts rising while macro confidence stays weak. Retail shows up when exits are needed not when opportunity is obvious. https://twitter.com/i/web/status/2019843914253877626 https://twitter.com/i/web/status/2019843914253877626" [X Link](https://x.com/0xbrel/status/2019843914253877626) 2026-02-06T18:41Z [----] followers, [---] engagements "@HHorsley Whats the defi app that you see that will find pmf and bring the next wave of users like Hyperliquid" [X Link](https://x.com/0xbrel/status/2019889197625094168) 2026-02-06T21:41Z [----] followers, [--] engagements "This ties together: Hawkish Fed + safe haven collapse (gold -40%) + ETF outflows = perfect storm converged. Not one thing broke - three structural pressures at once. Strategy underwater not broken = key distinction. Structure gives them time. Inflection point = accurate. Next [--] hours (ETF flows $70K hold Fear stabilization) tell us which way it breaks. https://twitter.com/i/web/status/2019892332712112507 https://twitter.com/i/web/status/2019892332712112507" [X Link](https://x.com/0xbrel/status/2019892332712112507) 2026-02-06T21:53Z [----] followers, [---] engagements "The setup. Your ten-fold that rally math assumes mean reversion. Gold did +70% since inauguration. BTC 10X that = 700% from here ($60K $480K). Bold but mathematically consistent IF gold normalizes and BTC reclaims safe haven narrative. Big IF. Watching for decoupling signal. https://twitter.com/i/web/status/2019893186966024295 https://twitter.com/i/web/status/2019893186966024295" [X Link](https://x.com/0xbrel/status/2019893186966024295) 2026-02-06T21:57Z [----] followers, [---] engagements "February [--] Friend texts: You still holding at $60K Me: Yeah Friend : You're crazy I sold Me: Cool February [--] Friend texts: BTC at $70K Me: Yep Friend: You still in Me: Yeah Friend: "Should I buy back" Me: "Up to you" Friend: typing. typing. typing. The hardest part is watching" [X Link](https://x.com/0xbrel/status/2020015853480079453) 2026-02-07T06:04Z [----] followers, [---] engagements "@LarkDavis That's the fuel. Liquidated all longs yesterday at $60K. Now shorts building at higher levels thinking "dead cat bounce." That asymmetry squeeze setup IF $70K holds. Big IF. Shorts at these levels either genius or about to get destroyed. Watching $73K break" [X Link](https://x.com/0xbrel/status/2020018061084897568) 2026-02-07T06:13Z [----] followers, [----] engagements "You're right It's rat poison. Prediction markets can be useful (Polymarket = information tool). But marketing them as "easy money" to average people will destroys lives. They'll blame crypto when the sob stories hit mainstream media. Taking responsibility starts with honest marketing. https://twitter.com/i/web/status/2020018922494333438 https://twitter.com/i/web/status/2020018922494333438" [X Link](https://x.com/0xbrel/status/2020018922494333438) 2026-02-07T06:16Z [----] followers, [--] engagements "China ban #69 officially confirmed. The ritual is complete. Every major bottom: 2017: China ban $3K bottom 2021: China ban $29K bottom 2022: China ban $15.5K bottom 2026: China ban $60K bottom It's not a bug. It's a feature. When China bans crypto cycle bottom confirmed" [X Link](https://x.com/0xbrel/status/2020029859024580786) 2026-02-07T07:00Z [----] followers, 74.9K engagements "Google Trends spiking attention is returning but not peak FOMO yet. Compare to previous peaks: May 2021: 100/100 (top) Nov 2021: 93/100 (top) Oct 2025: 87/100 (top) Today: Probably 40-50/100 (bouncing from bottom) Attention increasing liquidity flows follow with lag. But we're not at euphoria levels yet. Relief rally attention not blow-off top attention. The signal: People searching again does not mean people buying yet. Watching for sustained trend. https://twitter.com/i/web/status/2020030123949297815 https://twitter.com/i/web/status/2020030123949297815" [X Link](https://x.com/0xbrel/status/2020030123949297815) 2026-02-07T07:01Z [----] followers, [----] engagements "Lark the greed/fear whipsaw is a brutal teacher. $60K: Fear [--] longs getting liquidated its going to $40K $71K: FOMO kicks in late longs pile in $68K: Those late longs liquidated $98M rekt [--] hours. Both directions. Everyone stopped out. This reads less like market direction and more like liquidation engine running both ways efficiently. The lesson isnt dont use leverage. Its markets designed to extract from leverage users first direction traders second. Peace of mind is holding spot ignoring 4-hour charts. https://twitter.com/i/web/status/2020051186397687893" [X Link](https://x.com/0xbrel/status/2020051186397687893) 2026-02-07T08:25Z [----] followers, [---] engagements "$98M liquidations in [--] hours -$90B market cap = exactly what happens when late longs chase $70K recovery. $60K $71K attracted FOMO. $71K $68K liquidated FOMO. Same pattern every volatility spike Initial move is real. Chase is trap. This is why conviction timing. The holders who survived $60K arent phased by $68K. The late buyers at $70K just got taught expensive lesson. https://twitter.com/i/web/status/2020052024180523040 https://twitter.com/i/web/status/2020052024180523040" [X Link](https://x.com/0xbrel/status/2020052024180523040) 2026-02-07T08:28Z [----] followers, [---] engagements "This data is wild but heres what it actually signals: Prediction markets arent just competing with crypto exchanges. Theyre competing with TRADING itself as a category. This reads less like prediction markets are hot and more like people want agency over outcomes not just price speculation. Robinhood = bet on stocks/crypto going up/down Polymarket = bet on REAL WORLD EVENTS with verifiable outcomes The convergence: Retail wants to trade CERTAINTY (elections events) more than VOLATILITY (crypto stocks). Also: Hyperliquid = interesting. Perps platform beating memecoin casino = shift toward" [X Link](https://x.com/0xbrel/status/2020056051773587707) 2026-02-07T08:44Z [----] followers, [--] engagements "Weekend liquidation wick to clear $70K late longs is classic. $60K $71K attracted FOMO. $71K $68K $65K is liquidating FOMO. Some at $65K = if we wick there its just leverage flush not breakdown. Real test: Does $70K reclaim after flush or does $65K break lower Monday ETF flows tell us which. https://twitter.com/i/web/status/2020056662711673163 https://twitter.com/i/web/status/2020056662711673163" [X Link](https://x.com/0xbrel/status/2020056662711673163) 2026-02-07T08:46Z [----] followers, [---] engagements "@Your_NLP_Coach 200-week MA provides technical support but needs flow confirmation imo [----] had capitulation volume + prolonged fear. This time Leverage flush but institutions buying. Similar setup stronger hands. Could compress timeframe if flows sustain" [X Link](https://x.com/0xbrel/status/2020069942737990071) 2026-02-07T09:39Z [----] followers, [--] engagements "Add learn to track on chain flows not just price. Bear markets reward those who know the difference between "down bad" and "structurally broken." BTC had $330M ETF inflow at $60K. That's institutional accumulation. Your job: survive long enough to benefit from it. Data emotions. Learned this the hardway. https://twitter.com/i/web/status/2020070177384071249 https://twitter.com/i/web/status/2020070177384071249" [X Link](https://x.com/0xbrel/status/2020070177384071249) 2026-02-07T09:40Z [----] followers, [--] engagements "@lookonchain 19.5K ETH + 9.5K ETH withdrawn in [--] hours $60M moving off exchanges. Whales pulling supply during fear. That's accumulation not distribution. Watch for: sustained ETH inflows to spot this pattern reversing. Right now Smart money exiting exchanges is bullish positioning" [X Link](https://x.com/0xbrel/status/2020072140733853730) 2026-02-07T09:48Z [----] followers, [---] engagements "@AshCrypto June [----] playbook: RSI extreme check Fib breakdown check Fund blow-ups (3AC/Celsius) HK funds now Bottom: $17.5K Sideways: [---] days If this rhymes we just front-ran the chop by hitting $60K first. Same pattern faster execution" [X Link](https://x.com/0xbrel/status/2020074011762262304) 2026-02-07T09:55Z [----] followers, [---] engagements "@boxmining Distribution vs accumulation shows in flows not sentiment. Bull market highs: ETF inflows peaked at $120K retail FOMO topped. Bear market lows: $330M institutional inflow at $60K retail panic Smart money doesn't announce. They just show up in the data" [X Link](https://x.com/0xbrel/status/2020074340335952231) 2026-02-07T09:57Z [----] followers, [--] engagements "$686M loss breaks down to liquidation mechanics not sentiment. When you borrow stablecoins against ETH collateral you're short volatility. ETH -50% = collateral shrinks debt stays fixed liquidation inevitable. This wasn't a bad trade. It was leverage mismatch. Forced selling is not conviction selling. https://twitter.com/i/web/status/2020074759363371372 https://twitter.com/i/web/status/2020074759363371372" [X Link](https://x.com/0xbrel/status/2020074759363371372) 2026-02-07T09:58Z [----] followers, [---] engagements "Fear at [--] vs historic low of [--] in Aug [----]. That bottomed at $9.5K after a -54% drop from $21K. This time: $60K after -52% from $126K. Same fear level. Same percentage drop. Different scale. Pattern's rhyming. Waiting on flow confirmation: ETF buyers sustaining + Fear stabilizing above [--]. https://twitter.com/i/web/status/2020075756508852393 https://twitter.com/i/web/status/2020075756508852393" [X Link](https://x.com/0xbrel/status/2020075756508852393) 2026-02-07T10:02Z [----] followers, [---] engagements "@Crypto_Crib_ $1.5T added in [--] hours isn't the story. The story is WHO bought: Cathie Wood loading COIN/HOOD aggressively Crypto hedge funds buying the dip (Bitwise data) $330M ETF inflow at $60K Retail sees bounce. Institutions see discount. That's the flow divergence that marks bottoms" [X Link](https://x.com/0xbrel/status/2020076483545292926) 2026-02-07T10:05Z [----] followers, [--] engagements "Forced selling leaves receipts in the data: $351M BTC deposited to exchanges post-liquidation $686M Trend Research liquidation (Coin Bureau) Futures contango collapsed Meanwhile: $330M ETF inflow at $60K institutions buying the forced selling. The FUD merchants don't check flows. They just amplify fear. https://twitter.com/i/web/status/2020082354295849225 https://twitter.com/i/web/status/2020082354295849225" [X Link](https://x.com/0xbrel/status/2020082354295849225) 2026-02-07T10:28Z [----] followers, [---] engagements "WSJ calling crypto winter while institutions are buying. Classic contrarian indicator. Headlines: "Biggest bulls uncertain" Flows: $330M ETF inflow at $60K Mainstream media amplifies fear at bottoms greed at tops. They're a sentiment gauge not a signal. When WSJ writes the obituary check who's accumulating 🫡 https://twitter.com/i/web/status/2020082823953076578 https://twitter.com/i/web/status/2020082823953076578" [X Link](https://x.com/0xbrel/status/2020082823953076578) 2026-02-07T10:30Z [----] followers, [---] engagements "Fear at [--] but context separates bottoms from catastrophes. June [----] Fear 6: Terra/LUNA = protocol death spiral Celsius = insolvency frozen withdrawals 3AC = systemic contagion Result: -70% drop 6-month bottom Feb [----] Fear 6: Forced liquidations = leverage flush No protocol failures $330M ETF inflow = institutions buying Result: -48% drop flows turning Same fear number. Completely different ingredients. [----] was fundamental collapse. This is mechanical cleanup. The signal isn't the fear level. It's what caused it. https://twitter.com/i/web/status/2020083237805023403" [X Link](https://x.com/0xbrel/status/2020083237805023403) 2026-02-07T10:32Z [----] followers, [---] engagements "@QuintenFrancois @cryptoquant_com Institutions buying while retail capitulates textbook bottom setup. Smart money doesn't announce entries. They just show up in the data when Fear hits 6-8. This is what accumulation looks like" [X Link](https://x.com/0xbrel/status/2020090178401104113) 2026-02-07T11:00Z [----] followers, [---] engagements "Had to read this three times but here's the clean version: The Theory: HK hedge fund (non-crypto native) ran JPY carry trade levered IBIT options + Binance positions + precious metals. The Unwind: Oct 10: $19.16B crypto liquidation blew hole in balance sheet Prime broker gave [--] days to fix it Fund doubled down on gold/silver recovery trade Warsh nomination crashed metals (gold -11% silver -31%) Feb 5: Forced liquidation = $10.7B IBIT volume (2X record ever) Why CT Missed It: Non-crypto fund = zero crypto counterparties. No on-chain signals. No CT chatter. Pure TradFi structure imploding into" [X Link](https://x.com/0xbrel/status/2020096088963776553) 2026-02-07T11:23Z [----] followers, [--] engagements "Infrastructure builds in bear markets gets used in bull markets. 2022-2023: Lightning adoption exploded (no one noticed) 2024-2025: ETF infrastructure built (retail ignored it) 2026: Merchant adoption accelerating (during "worst cycle ever") Fundamentals improve while sentiment crashes = setup. https://twitter.com/i/web/status/2020114629871993083 https://twitter.com/i/web/status/2020114629871993083" [X Link](https://x.com/0xbrel/status/2020114629871993083) 2026-02-07T12:37Z [----] followers, [--] engagements "Strip away the emotion here's the clean read: What Happened: BTC frontran the debasement narrative in [----] (ETF hype + Trump). Metals didn't. They had supply shock + smaller sell walls. Momentum flows chased the better trade (Gold/Silver). Why BTC "Failed": Not narrative failure. Timing failure. OG holders dumped billions at $100K-$126K = killed momentum. Mercenary capital rotates to whatever's moving (not what's "right". The Reset: Oct [--] + Feb [--] = forced liquidations from non-crypto funds. Not spot holders capitulating. Leverage unwinding. New generation of spot buyers entered. The Thesis:" [X Link](https://x.com/0xbrel/status/2020226457415430320) 2026-02-07T20:01Z [----] followers, [---] engagements "You are calling $64K the line in the sand. Your thesis: Break it stocks follow deflationary cascade. The counter: $330M ETF inflow Feb [--] at $60K. But 1-2 days doesn't make a trend. Need sustained institutional buying to prove $60K-$64K is the new accumulation zone. Setup vs signal. Watching this. https://twitter.com/i/web/status/2020231814095466946 https://twitter.com/i/web/status/2020231814095466946" [X Link](https://x.com/0xbrel/status/2020231814095466946) 2026-02-07T20:22Z [----] followers, [---] engagements "Debasement thesis is real. But timing matters more than narrative. Bull case: Dollar debasement crypto moons Bear case: We flush first then debasement trade Current data: Stablecoins: -$14B outflow (capital LEAVING crypto) ETF flows: -$3B January (institutions exiting) Smart money: Sitting in cash not buying yet Debasement doesn't happen on a schedule. Needs catalyst: Fed cuts (not happening) Liquidity injection (not happening) Capital inflows (not happening YET) Setup is there. Signal needs confirmation. https://twitter.com/i/web/status/2020234242119332061" [X Link](https://x.com/0xbrel/status/2020234242119332061) 2026-02-07T20:32Z [----] followers, [---] engagements "Altcoins down 60-80% valuation reset. Your accumulation thesis needs flow confirmation: Stablecoins exiting (-$14B) Smart money still in cash (not rotating to alts yet) BTC needs to stabilize first (alts follow BTC flows) Wicks everywhere forced selling exhausted ✅ Capital returning not yet (waiting for signal ❌) If BTC holds $60K+ for [--] weeks AND stablecoin inflows return your TAO accumulation looks prescient. Setup vs signal. Watching with you ser 🫡 https://twitter.com/i/web/status/2020235778459332739 https://twitter.com/i/web/status/2020235778459332739" [X Link](https://x.com/0xbrel/status/2020235778459332739) 2026-02-07T20:38Z [----] followers, [---] engagements "BTC ETF Flows (The Real Picture): Total AUM: $128.6B BTC Held: 1.36M BTC Jan 2026: -$1.6B outflow Price: -44% since Oct [----] Translation: [--] months of institutional selling + 50% leverage flush: forced unwinding not conviction loss" [X Link](https://x.com/0xbrel/status/2020252218759512462) 2026-02-07T21:43Z [----] followers, [--] engagements "Recent Activity: Feb 5: Mass outflows (panic) Feb 6: +$330M inflows Feb 7: +$231M BlackRock 1-2 days does not equal trend reversal. But green shoots after bleeding show some strength " [X Link](https://x.com/0xbrel/status/2020252222509183131) 2026-02-07T21:43Z [----] followers, [--] engagements "Window thesis is right. But "loading up" needs flow confirmation: ETF buyers showing up (2 days green need 5+) Stablecoins returning (Still -$14B) Smart money deploying (Still in cash) Setup = cheap prices ✅ Signal = capital returning ❌ Both needed. One without other is early imo. https://twitter.com/i/web/status/2020255180525113460 https://twitter.com/i/web/status/2020255180525113460" [X Link](https://x.com/0xbrel/status/2020255180525113460) 2026-02-07T21:55Z [----] followers, [--] engagements "Market structure fixes liquidation casino problem. But liquidations aren't bugs they're features of leverage. Feb 5: $2.2B liquidated = forced deleveraging Result: Cleaner market structure for institutional capital Market Structure Bill enables TradFi participation. But volatility doesn't disappear. Just gets regulated. https://twitter.com/i/web/status/2020256487210193260 https://twitter.com/i/web/status/2020256487210193260" [X Link](https://x.com/0xbrel/status/2020256487210193260) 2026-02-07T22:00Z [----] followers, [---] engagements "@JamesEastonUK Coinbase premium spiking is US retail/institutional buying pressure. This diverged from spot during Feb [--] crash (Coinbase held better). If premium sustains elevated confirms $330M ETF buying is real demand not just rebalancing. Signal vs noise. Watching if this holds" [X Link](https://x.com/0xbrel/status/2020256601639383468) 2026-02-07T22:01Z [----] followers, [----] engagements "Quinten you are early to the move but directionally right. Macro setup you're describing is correct (QT ending rate cuts coming liquidity cycle turning). But the timing bro Flows aren't confirming it yet. Stablecoins: -$14B (capital leaving not entering) Smart money: Still in cash (not rotating to alts) BTC needs to lead first (alts follow never lead) Your thesis plays out when: ✅ Stablecoins flip positive ✅ BTC confirms $60K hold ✅ Smart money rotates back You're right about macro SETUP Flows need to confirm the SIGNAL Rooting for your conviction. Just watching for entry confirmation." [X Link](https://x.com/0xbrel/status/2020440993825202253) 2026-02-08T10:14Z [----] followers, [---] engagements "Bullish for [----] but flow data shows why we're here now: Feb [--] capitulation: 241K BTC moved to exchanges (Feb 4-6) 100K+ BTC from short-term holders (Binance alone) 27K BTC inflows on Coinbase Advanced (institutions) That's real forced selling. Not sentiment. Actual liquidations. Q1 [----] thesis needs capital to return first. Right now: still digesting 241K BTC that hit exchanges last week. Bullish long-term. Timing short-term. Thanks to @Darkfost_Coc for sharing the flow data. Its gold. https://twitter.com/i/web/status/2020446572555784352 https://twitter.com/i/web/status/2020446572555784352" [X Link](https://x.com/0xbrel/status/2020446572555784352) 2026-02-08T10:36Z [----] followers, [---] engagements "Sentiment flipped because holder composition changed. [----] $69K: Retail euphoria leverage maxed [----] $69K: Post-capitulation 241K BTC dumped to exchanges in [--] days Same price. Different flows. Feb 6: 100K+ STH inflows to Binance forced selling Now: Institutions bought $330M at $60K When bears call $40K at $69K after 50% flush that's usually late. You are right Greeny Its an emotional market fortunately for me tracking Flows is helping me navigate it https://twitter.com/i/web/status/2020447233997504654 https://twitter.com/i/web/status/2020447233997504654" [X Link](https://x.com/0xbrel/status/2020447233997504654) 2026-02-08T10:38Z [----] followers, [---] engagements "Max leverage short at $70K after 241K BTC capitulation last week That's fading the bottom not riding the trend. Feb 6: 100K+ BTC hit Binance (STH capitulation) Feb 6: $330M ETF inflow (institutions bought it) When forced sellers exhaust and institutions position shorting max leverage is a widow maker trade. $800 to liq is tight. https://twitter.com/i/web/status/2020447757392028016 https://twitter.com/i/web/status/2020447757392028016" [X Link](https://x.com/0xbrel/status/2020447757392028016) 2026-02-08T10:40Z [----] followers, [---] engagements "$750M loss on ETH one of the largest single position capitulation. This is what forced selling at scale looks like. Not retail panic institutional liquidation. When a $2B position unwinds completely that's supply exhaustion not distribution. $44M sold today is the final cleanup. Forced sellers done one less overhang. Now pump it Ted ;) https://twitter.com/i/web/status/2020454324644569578 https://twitter.com/i/web/status/2020454324644569578" [X Link](https://x.com/0xbrel/status/2020454324644569578) 2026-02-08T11:07Z [----] followers, [---] engagements "While BTC bled -50% productive crypto infrastructure kept scaling: Prediction markets: Exponential growth Stablecoin addresses: 60M+ (vertical) DeFi users: 300M+ Perpetual volume: Record highs "No use cases" = didn't check the data. Price follows narrative. Fundamentals follow usage. Usage never stopped growing. https://twitter.com/i/web/status/2020461676177281495 https://twitter.com/i/web/status/2020461676177281495" [X Link](https://x.com/0xbrel/status/2020461676177281495) 2026-02-08T11:36Z [----] followers, [----] engagements "Strip away the philosophy debate here's the market test: Financial crypto: ✅ Survived regulation ✅ Survived scams ✅ Survived -80% drawdowns ✅ Bottoms-up adoption Non-financial crypto (gaming media "web3"): ❌ Failed despite ZIRP funding ❌ Failed despite less regulatory scrutiny ❌ Top-down investor thesis not user demand Your point: Stop pretending regulation killed web3 gaming. Users killed it by not wanting it. Crypto's successful use cases (2008-2024): Bitcoin (store of value) Stablecoins ($200B market) DeFi ($100B+ TVL) Prediction markets (Polymarket $10B+ volume) ICOs/capital formation" [X Link](https://x.com/0xbrel/status/2020462092390723873) 2026-02-08T11:37Z [----] followers, [---] engagements "Agree: Forced deleveraging = spark. The data: 241K BTC to exchanges (Feb 4-6) 100K+ from STH on Binance alone $2.2B liquidations in 24hrs Trend Research final $44M ETH sale today ETF outflows + whale selling + tech correlation = fuel after leverage snapped. When 241K BTC gets force-dumped in [--] hours price just hunts liquidity. Cascade complete. Now watching if buyers defend $60K-$70K. https://twitter.com/i/web/status/2020470915922895178 https://twitter.com/i/web/status/2020470915922895178" [X Link](https://x.com/0xbrel/status/2020470915922895178) 2026-02-08T12:12Z [----] followers, [---] engagements "Exactly this. Feb 4-6: 241K BTC hit exchanges forced liquidation event HK hedge fund(s) blown up mechanical selling not conviction loss CT response: "Crypto is dead" / "Going to zero" When forced sellers exhaust sentiment stays bearish while smart money positions. $330M ETF inflow Feb [--] = institutions bought the forced selling. Technical events create bottoms. Sentiment confirms them [--] months later. https://twitter.com/i/web/status/2020471101848014883 https://twitter.com/i/web/status/2020471101848014883" [X Link](https://x.com/0xbrel/status/2020471101848014883) 2026-02-08T12:13Z [----] followers, [---] engagements "Horsley's right: Institutions see $70K as opportunity. The receipts: Bitwise: $100M inflows Monday at $77K BlackRock: $231M Friday Feb 6: $330M total ETF inflow at $60K "New crack at the apple" isexactly what the flow data shows. Long-term holders unsure (sentiment). Institutions buying (flows). When those diverge this extremely flows win. Price follows conviction not comfort. https://twitter.com/i/web/status/2020532134771871802 https://twitter.com/i/web/status/2020532134771871802" [X Link](https://x.com/0xbrel/status/2020532134771871802) 2026-02-08T16:16Z [----] followers, [---] engagements "Last week proved Vijay's point exactly. 50X leverage = why 241K BTC hit exchanges Feb 4-6: $2.2B liquidations in 24hrs 100K+ STH forced selling on Binance Trend Research $750M ETH loss When leverage snaps it doesn't matter if you're right directionally. You're just forced out at worst prices. Feb 6: Institutions bought $330M at $60K (no leverage). Leveraged traders: Liquidated. Coinbase adding 50X is adding more fuel for next cascade. Irresponsible is accurate. https://twitter.com/i/web/status/2020534370235269598 https://twitter.com/i/web/status/2020534370235269598" [X Link](https://x.com/0xbrel/status/2020534370235269598) 2026-02-08T16:25Z [----] followers, [---] engagements "STH already flushed (Feb 4-6: 241K BTC to exchanges) Now testing early LTH: 6-12m holders: $103K cost basis (underwater -32%) 12-18m holders: $85K cost basis (underwater -18%) 18m-2yr holders: $63K cost basis (held) $63K support is where older hands said "not selling." When newer LTH age their coins despite being underwater that's conviction not capitulation. Price found support where conviction started. Good data. Following for more on-chain context. https://twitter.com/i/web/status/2020535176510505230 https://twitter.com/i/web/status/2020535176510505230" [X Link](https://x.com/0xbrel/status/2020535176510505230) 2026-02-08T16:28Z [----] followers, [---] engagements "@TedPillows Digital gold : store of value Digital oil : infrastructure fuel Digital casino : speculation hub Hyperliquid: digital perp infrastructure that actually works" [X Link](https://x.com/0xbrel/status/2020536938923471193) 2026-02-08T16:35Z [----] followers, [---] engagements "Coinbase premium flip is the flow signal I've been watching. The data: Jan 14-Feb 5: Premium -0.25% (3 weeks US absent during crash) Feb 7: Flipped positive +0.026% Today: Going vertical Translation: US institutions sat out the entire $95K $68K dump. Now paying PREMIUM to accumulate at $70K. This confirms the $330M ETF inflow Feb [--] wasn't one-day anomaly. When US market goes from [--] weeks absent to aggressive premium buying in 48hrs that's regime shift. Either front-running CLARITY Act (Feb [--] White House meeting) positioning for strategic reserve or institutions done waiting. Probably all" [X Link](https://x.com/0xbrel/status/2020556798814523646) 2026-02-08T17:54Z [----] followers, [---] engagements "Denial vs complacency debate misses the flow signal. Feb 4-6: 241K BTC hit exchanges forced selling (capitulation) Feb 6-8: $330M+ ETF inflows = institutions buying Retail sees: Bounce as complacency Institutions see: Discount as accumulation When US Coinbase premium flips positive after [--] weeks negative that's not denial. That's positioning. Market psychology lags flow reality by weeks. Both could be right on different timeframes. https://twitter.com/i/web/status/2020558267328438678 https://twitter.com/i/web/status/2020558267328438678" [X Link](https://x.com/0xbrel/status/2020558267328438678) 2026-02-08T18:00Z [----] followers, [---] engagements "Channel support at $2089 technical level. Flow context adds timing: Trend Research final $44M ETH sale today (ended $750M loss) ETH treasury companies: All gains erased One of the Largest forced seller this cycle is done TA shows where support is. Flows show largest seller just exited. If this holds as accumulation zone (not just bounce) forced selling exhaustion + technical support = setup complete. "Basement snack" later is retest. Watching the flows to confirm which. https://twitter.com/i/web/status/2020558859748696275 https://twitter.com/i/web/status/2020558859748696275" [X Link](https://x.com/0xbrel/status/2020558859748696275) 2026-02-08T18:02Z [----] followers, [----] engagements "Weekly capitulation candle + flows confirm the setup. Your $65-70K range lines up with where institutions stepped in: Feb 6: $330M ETF inflow at $60K Coinbase premium flipped positive after [--] weeks negative 241K BTC forced to exchanges sellers exhausted Holding [----] ATH ($69K) : psychological + now institutional support level. Tests at $85K need flow confirmation: ✅ If ETF buyers sustain this week your range plays out ❌ If flows revert negative consolidation extends TA shows the candle. Flows show who's defending it. Both pointing same direction. I'm keenly watching." [X Link](https://x.com/0xbrel/status/2020566401258340457) 2026-02-08T18:32Z [----] followers, [---] engagements "$40K would need: ETF outflows resuming (opposite of what we're seeing) Stablecoins continuing to bleed (currently -$14B) Institutions exiting (they just started buying) Feb 6: $330M institutional inflow at $60K they think it's cheap here. Not impossible. But flows would need to reverse hard. More likely: $60K-$70K range for weeks while flows confirm bottom. Watch this week's ETF data Mike. https://twitter.com/i/web/status/2020568957430743246 https://twitter.com/i/web/status/2020568957430743246" [X Link](https://x.com/0xbrel/status/2020568957430743246) 2026-02-08T18:42Z [----] followers, [--] engagements "@SatoshiFlipper We just need the ETF flows this week to confirm. Otherwise lower then higher" [X Link](https://x.com/0xbrel/status/2020571913899094279) 2026-02-08T18:54Z [----] followers, [---] engagements "Regulatory structure created the perverse incentive. Howey Test avoidance strip all rights zero accountability. Result: Treasuries became slush funds with no fiduciary duty. CLARITY Act would fix this by establishing: Disclosure requirements Transparency standards Actual legal frameworks for token rights When founders can't be held accountable retail becomes exit liquidity. Memecoin pivot makes sense: At least the lack of utility is honest. Feb [--] White House meeting on this exact issue. If CLARITY passes we get real token structures with actual rights. Until then: VCs dump founders pivot" [X Link](https://x.com/0xbrel/status/2020577439441711462) 2026-02-08T19:16Z [----] followers, [---] engagements "Slightly less extreme still extreme. But flows tell different story: Coinbase premium: Positive (US buying) ETF inflows: [--] days green 241K BTC forced selling: Complete Sentiment lags flows by weeks. Fear was [--] when institutions bought $330M. Fear is [--] when price recovered 15%. This is why flows sentiment. https://twitter.com/i/web/status/2020745251397280201 https://twitter.com/i/web/status/2020745251397280201" [X Link](https://x.com/0xbrel/status/2020745251397280201) 2026-02-09T06:23Z [----] followers, [--] engagements "Fed just announced gradual balance sheet expansion ($220-375B expected). China now ordering banks to reduce treasury exposure. Timing isn't coincidence. This is exactly the "financial war" scenario in @LynAldenContact newsletter tonight: Foreigners hold $9.3T treasuries China exits = Fed must backstop Baseline expansion accelerates Fed printed $6.5T last cycle. This could force bigger print than expected. Watching Feb [--] White House meeting closely. https://twitter.com/i/web/status/2020755667586265338 https://twitter.com/i/web/status/2020755667586265338" [X Link](https://x.com/0xbrel/status/2020755667586265338) 2026-02-09T07:04Z [----] followers, [---] engagements "@coinglass_com Exactly. OI flat = position rotation not new capital. Shorts closed longs opened net zero. Real breakout needs: Fresh OI increase Sustained ETF inflows Stablecoin supply turning positive Right now: Trading existing liquidity not adding new liquidity. Setup vs signal" [X Link](https://x.com/0xbrel/status/2020760211997204718) 2026-02-09T07:22Z [----] followers, [---] engagements "SpaceX moon city is a $500B+ capex project. When mega-capex like this gets announced: Capital flows matter more than narrative Timelines always stretch (10 years 15+) Asset prices front-run by years Similar to AI capex: $340B Big Tech spending announced assets already priced it in. Narrative does not equal immediate flows. https://twitter.com/i/web/status/2020761111314702574 https://twitter.com/i/web/status/2020761111314702574" [X Link](https://x.com/0xbrel/status/2020761111314702574) 2026-02-09T07:26Z [----] followers, [---] engagements "Setup is here. Signal confirmation: Monday-Friday ETF flows (need sustained buying) Stablecoins stop bleeding (still -$14B) Fear stabilizes above [--] (currently 14) "Bear market" after -50% flush does not equal a "bear market" after slow bleed. One is forced selling (recovers faster). Other is conviction loss (takes time). This was forced selling. Your timing could be right. https://twitter.com/i/web/status/2020761605198274598 https://twitter.com/i/web/status/2020761605198274598" [X Link](https://x.com/0xbrel/status/2020761605198274598) 2026-02-09T07:28Z [----] followers, [--] engagements "Korea regulation + Bithumb error = forced cleanup. 620K phantom BTC briefly crashed price to $55K locally. This is why exchange transparency matters: Proof of reserves Real-time auditing Regulatory oversight When $5B+ weekly Korean equity inflows exist crypto regulation tightens. Capital protection innovation freedom. https://twitter.com/i/web/status/2020761877886734561 https://twitter.com/i/web/status/2020761877886734561" [X Link](https://x.com/0xbrel/status/2020761877886734561) 2026-02-09T07:29Z [----] followers, [--] engagements "Boredom after capitulation has been the accumulation zone historically. 241K BTC forced to exchanges cleared sellers. Now watching: Monday-Friday ETF flows (need sustained buying) $60K-$70K range holds (institutions positioned here) Stablecoins stop bleeding Dips for buying IF flows confirm institutions defend. Your range thesis ($65-$70K bottom tests $85K) plays out if this week's data supports it. Setup vs signal. This week decides. https://twitter.com/i/web/status/2020792063743107148 https://twitter.com/i/web/status/2020792063743107148" [X Link](https://x.com/0xbrel/status/2020792063743107148) 2026-02-09T09:29Z [----] followers, [---] engagements "China reducing US treasury exposure Fed will be forced to backstop. @LynAldenContact "financial war" scenario playing out: Foreigners hold $9.3T treasuries China exits = Fed prints more Dollar pressure increases Feb [--] White House meeting on stablecoins suddenly more critical. When major creditors reduce exposure Fed balance sheet expansion accelerates beyond baseline. https://twitter.com/i/web/status/2020792728716468317 https://twitter.com/i/web/status/2020792728716468317" [X Link](https://x.com/0xbrel/status/2020792728716468317) 2026-02-09T09:31Z [----] followers, [--] engagements "Price psychology is instant but flows lag sentiment by weeks. Fear was [--] when institutions bought $330M at $60K. Fear is [--] now at $70K after 15% recovery. Retail Feels better when price up Institutions bought when price down This divergence is why flows sentiment imo. When fear drops from extreme while price barely moved it's noise not signal. Real shift is when sustained ETF flows + stablecoin inflows are returning. https://twitter.com/i/web/status/2020795004248043878 https://twitter.com/i/web/status/2020795004248043878" [X Link](https://x.com/0xbrel/status/2020795004248043878) 2026-02-09T09:40Z [----] followers, [--] engagements "Fear doubled from [--] to [--] in [--] hours. But context matters: Price: $69K (barely moved from $70K) Sentiment: "Less extreme fear" Flows: China reducing US treasuries Fed expanding balance sheet Sentiment reacting to small price change. Flows showing structural macro shifts. When fear drops on tiny price moves its reflexive not meaningful. Watching actual capital flows not just sentiment surveys. https://twitter.com/i/web/status/2020795115162255677 https://twitter.com/i/web/status/2020795115162255677" [X Link](https://x.com/0xbrel/status/2020795115162255677) 2026-02-09T09:41Z [----] followers, [--] engagements "BlackRock record volume is institutions trading not just holding Quinten. Exchange volume measures retail/traders. ETF volume measures institutions/allocators. When ETF volume exchange volume: Price discovery shifted Institutional flows matter more Old playbook (just watch exchanges) is incomplete This is exactly the market structure change. Flows over TA. Institutions over retail. https://twitter.com/i/web/status/2020799527255499047 https://twitter.com/i/web/status/2020799527255499047" [X Link](https://x.com/0xbrel/status/2020799527255499047) 2026-02-09T09:58Z [----] followers, [--] engagements "All three: Macro panic (Korea yen carry) Market structure stress (leverage cascade) Paper Bitcoin unwinding (derivatives flush) Created the Perfect storm Feb [--]. But ETF flows told different story: Feb 5: Outflows (panic) Feb 6: $330M inflows (conviction) When physical Bitcoin buyers step in during paper Bitcoin unwind = regime shift. That's the signal everyone missed. https://twitter.com/i/web/status/2020799886472491386 https://twitter.com/i/web/status/2020799886472491386" [X Link](https://x.com/0xbrel/status/2020799886472491386) 2026-02-09T10:00Z [----] followers, [---] engagements "Conviction backed by capital is different from hopium. The data: 241K BTC flushed to exchanges Feb [--] Institutions bought $330M at $60K Coinbase premium flipped positive Holders aged coins despite being underwater Stubborn is not delusional when you're deploying capital. When critics were loudest (Fear 6) institutions positioned. Salt mining works when you're buying not just holding. Conviction + flows = fuel. https://twitter.com/i/web/status/2020802618121986383 https://twitter.com/i/web/status/2020802618121986383" [X Link](https://x.com/0xbrel/status/2020802618121986383) 2026-02-09T10:11Z [----] followers, [---] engagements "Critical week for risk assets: Tuesday: Retail sales (consumer strength) Wednesday: Jobs (can economy handle higher rates) Friday: CPI (is inflation sticky) For crypto specifically: $COIN earnings Thursday = first post-crash quarter Retail sales = proxy for risk appetite CPI = Fed liquidity path Watching if data drives flows or if flows ignore macro noise. https://twitter.com/i/web/status/2020803435969274349 https://twitter.com/i/web/status/2020803435969274349" [X Link](https://x.com/0xbrel/status/2020803435969274349) 2026-02-09T10:14Z [----] followers, [--] engagements "RSI [--] + Fear [--] is technical extremes matched by flow extremes. [----] RSI 15: Slow accumulation 18-month recovery [----] RSI 15: Sharp flush fast recovery Difference is in the forced selling pattern. [----] had acute panic + institutional buying (MicroStrategy). [----] has acute panic + institutional buying (ETFs). Your consolidation thesis makes sense if: ✅ ETF flows sustain this week ✅ Stablecoins stop bleeding ✅ $60K-$70K holds TA shows the extreme. Flows show who's buying it. Both pointing in the same direction. https://twitter.com/i/web/status/2020806917136732630" [X Link](https://x.com/0xbrel/status/2020806917136732630) 2026-02-09T10:28Z [----] followers, [---] engagements "Tether has $23B gold + $120B treasury backing. This is the bridge: TradFi sees: Stablecoin backed by "real assets" Crypto sees: On-chain dollar with hard asset reserve When largest stablecoin issuer holds more gold than most countries: Validates hard asset thesis Shows crypto/TradFi convergence Proves reserves can be transparent Tether's balance sheet: $120B+ treasuries (Fed liquidity receiver) $23B gold (sovereign-level holder) $6B+ BTC (earlier accumulation) They're not a tech company. They're a shadow central bank with blockchain rails. When stablecoins start looking like CBs distinction" [X Link](https://x.com/0xbrel/status/2020809500488290476) 2026-02-09T10:38Z [----] followers, [---] engagements "Key signal buried in here: "Coinbase premium returns" This is the flow shift I've been tracking: [--] weeks negative (US absent during crash) Flipped positive Feb [--] Sustaining now When US premium returns + $331M BTC ETF inflow institutions positioning. Everything else is noise around that signal. https://twitter.com/i/web/status/2020827724969807934 https://twitter.com/i/web/status/2020827724969807934" [X Link](https://x.com/0xbrel/status/2020827724969807934) 2026-02-09T11:50Z [----] followers, [--] engagements "China pumping $456B domestic liquidity same week they told banks to reduce US treasury exposure. This is capital repatriation: Exit US assets Support domestic economy Reduce dollar dependence When major creditor turns inward Fed forced to fill gap. Feb [--] White House meeting timing makes more sense now. https://twitter.com/i/web/status/2020828106081079713 https://twitter.com/i/web/status/2020828106081079713" [X Link](https://x.com/0xbrel/status/2020828106081079713) 2026-02-09T11:52Z [----] followers, [---] engagements "First publicly traded agentic finance firm new category. AI offense (CFO Silvia) + BTC defense (treasury strategy). This is the convergence: AI automates operations BTC protects treasury from debasement Public markets get exposure to both When AI agents start managing corporate treasuries holding BTC exponential category. Watching this closely. https://twitter.com/i/web/status/2020850242460000353 https://twitter.com/i/web/status/2020850242460000353" [X Link](https://x.com/0xbrel/status/2020850242460000353) 2026-02-09T13:20Z [----] followers, [----] engagements "Strategy down -$5B unrealized = doesn't change behavior. Bought $90M MORE at $78K (above current price). This is 10-year capital deployment not trading: Average: $76K Current: $69K Response: Keep buying When largest public holder ignores short-term P&L = signal. Institutions don't trade volatility. They accumulate through it. https://twitter.com/i/web/status/2020850368112914787 https://twitter.com/i/web/status/2020850368112914787" [X Link](https://x.com/0xbrel/status/2020850368112914787) 2026-02-09T13:20Z [----] followers, [---] engagements "@APompliano Excited to watch the execution. Public markets finally getting pure play exposure to both trends simultaneously. Good luck with the integration Pomp 🤝" [X Link](https://x.com/0xbrel/status/2020851308907864378) 2026-02-09T13:24Z [----] followers, [---] engagements "Tether's $10B profit on $137B treasuries = exactly what Feb [--] White House meeting is about. The conflict: Banks say: Yield-bearing stablecoins will drain $6T+ deposits from banking system Crypto says: Why should Tether keep all the yield instead of holders Jupiter's $JUPUSD = forcing the issue. If users can get 4% on stablecoins vs 0.3% in savings accounts: Banking model breaks Capital flows to crypto rails Regulatory fight intensifies Two outcomes: [--]. Banks win regulation = yield banned Tether keeps profits innovation blocked [--]. Crypto wins = yield-bearing stablecoins scale banking" [X Link](https://x.com/0xbrel/status/2020888517304332783) 2026-02-09T15:52Z [----] followers, [---] engagements "Bump and Run Reversal targeting $90K is the technical setup. But needs flow confirmation: ✅ Institutions buying (Strategy $90M Binance $730M) ✅ Coinbase premium: Positive ✅ New whale accumulation: Vertical spike (chart shows it) TA shows pattern. Flows show fuel. Both aligned your $90K thesis has legs. Watching if trendline holds. https://twitter.com/i/web/status/2020893257337618487 https://twitter.com/i/web/status/2020893257337618487" [X Link](https://x.com/0xbrel/status/2020893257337618487) 2026-02-09T16:11Z [----] followers, [---] engagements "Miners pivoting to AI shows capital following returns. The data confirms it: Mining difficulty: -11% (largest drop since 2021) Bitfarms stock: Up on AI pivot announcement Markets rewarding AI BTC mining This is short-term rational long-term questionable. When miners exit less selling pressure (bullish for BTC). Also means: Hash rate drops network less secure (concern). But here's the flip: If BTC rallies miners come back fast. $70K mining barely profitable. $100K+ mining prints money again. Capital is mercenary. Follows momentum. Right now: AI hot BTC mining cold. [--] months from now if BTC" [X Link](https://x.com/0xbrel/status/2020893604978245819) 2026-02-09T16:12Z [----] followers, [---] engagements "This is EXACTLY the point from my tweet earlier. Feb 5: Cleanest liquidation event in crypto history. What DIDN'T happen: ❌ No exchange insolvencies ❌ No protocol failures ❌ No stablecoin depegs ❌ No contagion cascade $2.2B liquidations processed smoothly. DeFi infrastructure stress test = PASSED. Compare to: [----] COVID: BitMEX liquidation engine broke 2022: Luna Celsius 3AC collapsed 2026: Everything worked To use your example Sky kept operating through -50% crash this is what mature infrastructure looks like. When you can flush 241K BTC to exchanges and nothing breaks the system works. Old" [X Link](https://x.com/0xbrel/status/2020896207657164839) 2026-02-09T16:22Z [----] followers, [--] engagements "XRP SOPR [--] = holders realizing losses. This mirrors BTC's Feb [--] pattern: Forced selling complete Holders capitulating Cost basis lost When SOPR drops below [--] for extended period pain transferring from weak to strong hands. Sep 2021-May [----] precedent Prolonged consolidation then recovery. Setup is forming. Signal needs confirmation. https://twitter.com/i/web/status/2020898041884995838 https://twitter.com/i/web/status/2020898041884995838" [X Link](https://x.com/0xbrel/status/2020898041884995838) 2026-02-09T16:30Z [----] followers, [---] engagements "Monday ETF flows thesis confirmed. BTC: +$227M (4th day positive) ETH: -$112M (still bleeding) SOL: -$12M (small) The divergence matters: BTC institutions buying while alts bleed flight to quality. 7-day still negative BUT: Trend reversing (4 days positive vs weeks negative) Size increasing ($331M Fri $227M Mon) Coinbase premium: Sustained positive When 1-day flows flip positive for [--] consecutive days after weeks negative institutional re-entry confirmed. Not euphoria. Just accumulation starting imo. https://twitter.com/i/web/status/2020900926643429472" [X Link](https://x.com/0xbrel/status/2020900926643429472) 2026-02-09T16:41Z [----] followers, [--] engagements ""Not trusting the pump" after [--] days of institutional buying is reasonable skepticism. The test will be this week's data Ivan. Wed: NFP (jobs) Fri: CPI (inflation) If macro cooperates + institutions sustain buying is real. If macro disappoints + ETF flows revert then its a trap. Data is showing setup ($227M Mon $331M Fri). This week shows signal. Trust flows not price only. https://twitter.com/i/web/status/2020901185528439190 https://twitter.com/i/web/status/2020901185528439190" [X Link](https://x.com/0xbrel/status/2020901185528439190) 2026-02-09T16:42Z [----] followers, [--] engagements "But Feb [--] was one of hardest test yet for institutional BTC. -50% in [--] months with $128B ETF AUM is unprecedented. Old BTC: Retail panic exchanges fail New BTC: Institutions buy infrastructure holds The +200% built the infrastructure. The -50% tested it. The rebound proves it works. Next [--] years is a different ball game Pomp. https://twitter.com/i/web/status/2020901436880466035 https://twitter.com/i/web/status/2020901436880466035" [X Link](https://x.com/0xbrel/status/2020901436880466035) 2026-02-09T16:43Z [----] followers, [---] engagements "ECB keeping rates at 2% despite 1.7% inflation looks like a coordinated global easing resistance. While Fed expands balance sheet ECB holds tight. This creates: Euro strength vs dollar Rate differential Capital flow dynamics For risk assets: Fed easing ECB hawkishness. Liquidity matters more than rates. https://twitter.com/i/web/status/2020901585069465715 https://twitter.com/i/web/status/2020901585069465715" [X Link](https://x.com/0xbrel/status/2020901585069465715) 2026-02-09T16:44Z [----] followers, [---] engagements "Bullish on setup. Watching for the signal confirmation: ✅ ETF flows: [--] days positive (+$227M Mon) ✅ Institutions: Accumulating (Strategy Binance) ✅ Forced selling: Complete (241K BTC flushed) ✅ Coinbase premium: Sustained positive Waiting on: Wed NFP (jobs data) Fri CPI (inflation) ETF flows sustain vs revert Setup is complete. Signal is forming. Being bullish with receipts being bullish with hope. The data supports your thesis Kaleo. LFG https://twitter.com/i/web/status/2020903074198667353 https://twitter.com/i/web/status/2020903074198667353" [X Link](https://x.com/0xbrel/status/2020903074198667353) 2026-02-09T16:50Z [----] followers, [---] engagements "NY Fed inflation expectations collapsing is the green light for Fed easing. Chart shows: 1-year expectations back to 3% (lowest since mid-2025). When inflation expectations fall while Fed already expanding balance sheet ($220-375B) easing cycle confirmed without official cuts. For risk assets this is the macro backdrop that supports Bernstein's $150K thesis. Lower inflation expectations + Fed printing + institutional positioning is fuel added. Fri CPI confirms or contradicts chart. Now is the time to pay attention https://twitter.com/i/web/status/2020903339186167868" [X Link](https://x.com/0xbrel/status/2020903339186167868) 2026-02-09T16:51Z [----] followers, [--] engagements "Fed's Waller saying CLARITY "stalled in Congress" same week as Feb [--] White House crypto meeting = interesting timing. Two reads: [--]. Actual stall (legislative gridlock banks lobbying against) [--]. Political negotiation (Waller signaling Fed wants clarity before Warsh takes over May) The stakes: Banks: Oppose yield-bearing stablecoins (threatens $6T deposits) Crypto: Needs legal clarity to unlock $3T institutional capital Waller's comment could mean: Fed wants rules BEFORE Warsh/Bessent coordination begins Or banks successfully slowing it down Or Feb [--] meeting is attempt to unstall it Context" [X Link](https://x.com/0xbrel/status/2020940076105204138) 2026-02-09T19:17Z [----] followers, [----] engagements "Coinbase premium holding BTC while other exchanges sell is the US institutions vs global retail imo This is the divergence: Offshore: Net sellers (retail Asia) Coinbase: Net buyers (US institutions) When one exchange holds the bid alone it's fragile but meaningful. Fragile because If Coinbase pulls the bid there is no support MeaningfulUS capital is defending levels https://twitter.com/i/web/status/2020952259387855047 https://twitter.com/i/web/status/2020952259387855047" [X Link](https://x.com/0xbrel/status/2020952259387855047) 2026-02-09T20:05Z [----] followers, [---] engagements "I spend 10+ hours/week tracking institutional flows across exchanges and whale wallets. Every week I distill it into a [--] minute intelligence report: Where smart money is moving ✅ What the flows actually mean ✅ One actionable takeaway. ✅ First issue just dropped today. Link in bio https://twitter.com/i/web/status/2021148352843305417 https://twitter.com/i/web/status/2021148352843305417" [X Link](https://x.com/0xbrel/status/2021148352843305417) 2026-02-10T09:04Z [----] followers, [---] engagements "Interesting call but the accumulation data doesn't support it yet. BTC inflows to accumulation addresses just hit levels we haven't seen since [----]. Historically when accumulation spikes like this during fear we're closer to a local bottom than a 50% drawdown. The flow data tells a different story than the charts alone" [X Link](https://x.com/0xbrel/status/2021154462350373230) 2026-02-10T09:29Z [----] followers, [----] engagements "The regulatory clarity around stablecoin yield is the institutional unlock nobody is pricing in. Once banks can interact with stablecoins under clear rules the on-chain flow data is going to shift dramatically. Watch exchange stablecoin reserves over the next [--] days for early signals https://twitter.com/i/web/status/2021156295454142877 https://twitter.com/i/web/status/2021156295454142877" [X Link](https://x.com/0xbrel/status/2021156295454142877) 2026-02-10T09:36Z [----] followers, [---] engagements "@star_okx Both right. Different responsibilities. DEX = permissionless tool user assumes risk CEX = custodian must protect users But the line blurs when CEXs compete on "we list everything" narrative. Can't claim bank-level custody + Wild West listing standards. Pick one" [X Link](https://x.com/0xbrel/status/2021180444532682875) 2026-02-10T11:12Z [----] followers, [----] engagements "4th time ever and the previous three all led to massive rallies within 60-90 days. What makes this one interesting from a flow perspective accumulation addresses are absorbing supply at historic rates right now. RSI oversold + aggressive smart money accumulation is about as clean a setup as the data gives you. https://twitter.com/i/web/status/2021471032805118419 https://twitter.com/i/web/status/2021471032805118419" [X Link](https://x.com/0xbrel/status/2021471032805118419) 2026-02-11T06:27Z [----] followers, [---] engagements "@wiseadvicesumit What the strong hands are actually doing right now onchain data shows top PnL wallets (the ones with proven track records) net bought $88M in ETH last week alone. Fresh wallets pushed $393M in. The weak hands are loud on the timeline. The strong hands are quiet in the data" [X Link](https://x.com/0xbrel/status/2021471811259728381) 2026-02-11T06:30Z [----] followers, [--] engagements "Soft CPI in China + soft PPI narrative = more liquidity coming. Every time China has leaned into monetary easing while crypto sits at extreme fear levels the bounce has been violent. The macro setup is quietly building a case for risk assets while everyone stares at the red candles. https://twitter.com/i/web/status/2021471950015472031 https://twitter.com/i/web/status/2021471950015472031" [X Link](https://x.com/0xbrel/status/2021471950015472031) 2026-02-11T06:30Z [----] followers, [--] engagements "This is the chart that should be getting more attention than anything else on the timeline right now. Price below accumulation realized price AND those same addresses accelerating their buying. They're averaging down with conviction not panic selling into the loss. Last time this setup appeared ETH was sub-$1000. We know what happened next. https://twitter.com/i/web/status/2021474425191715044 https://twitter.com/i/web/status/2021474425191715044" [X Link](https://x.com/0xbrel/status/2021474425191715044) 2026-02-11T06:40Z [----] followers, [---] engagements "The IGV correlation is real on high timeframes but breaks down exactly when it matters most during capitulation events. Last week BTC briefly decorrelated from equities before re-syncing on the bounce. The wallets with the best track records were buying that decorrelation window specifically. The correlation framework works until the flow data overrides it. https://twitter.com/i/web/status/2021474782378684724 https://twitter.com/i/web/status/2021474782378684724" [X Link](https://x.com/0xbrel/status/2021474782378684724) 2026-02-11T06:41Z [----] followers, [---] engagements "The pattern is real but the mechanism is different this time and that matters. Previous recoveries were driven by new retail waves discovering BTC. This cycle has ETFs corporate treasuries sovereign wealth funds and $257B in stablecoins sitting on the sidelines. The recovery engine is fundamentally different and arguably faster imo. The accumulation address data right now looks more like late [----] than any of the slower recovery periods. The wealth transfer is happening it's just quieter because it's institutional this time https://twitter.com/i/web/status/2021504544337752239" [X Link](https://x.com/0xbrel/status/2021504544337752239) 2026-02-11T08:40Z [----] followers, [--] engagements "@TedPillows Grayscale buying $13.3M instead of selling is the detail people should focus on. For months the narrative was Grayscale outflows crushing ETH. That's flipped. Institutional money is accumulating ETH through regulated vehicles during extreme fear. Quiet hands loud conviction" [X Link](https://x.com/0xbrel/status/2021505105602937011) 2026-02-11T08:42Z [----] followers, [---] engagements "This is quietly one of the most significant infrastructure developments of the year. Tokenized money market fund shares as trading collateral means institutional capital can earn yield AND trade simultaneously. That's the bridge between TradFi and crypto that makes the next wave of institutional flow permanent not cyclical. The collateral layer is what turns temporary crypto allocations into structural positions https://twitter.com/i/web/status/2021505502690066479 https://twitter.com/i/web/status/2021505502690066479" [X Link](https://x.com/0xbrel/status/2021505502690066479) 2026-02-11T08:44Z [----] followers, [--] engagements "The BTC/XAU ratio is the chart more people should be watching instead of BTC/USD. Gold just hit ATH while BTC is at -52% from ATH that divergence is at a historic extreme. Every previous reversion from this kind of extreme in the ratio favored BTC massively. If you believe BTC is a digital store of value at all the relative pricing right now is screaming https://twitter.com/i/web/status/2021505653223649509 https://twitter.com/i/web/status/2021505653223649509" [X Link](https://x.com/0xbrel/status/2021505653223649509) 2026-02-11T08:44Z [----] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@0xbrel 0xsimba ⌘ (🌸, 🌿) 🛸
0xsimba ⌘ (🌸, 🌿) 🛸 posts on X about crypto, $60k, money, flow the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] -39%
- [--] Month [-------] +5,614%
- [--] Months [-------] +10,765%
- [--] Year [-------] +5,336%
Mentions: [---] #
- [--] Week [---] -6%
- [--] Month [-----] +1,004%
- [--] Months [-----] +1,545%
- [--] Year [-----] +1,576%
Followers: [-----] #
- [--] Week [-----] +3.40%
- [--] Month [-----] +24%
- [--] Months [-----] +27%
- [--] Year [-----] +33%
CreatorRank: [-------] #
Social Influence
Social category influence finance 68.69% cryptocurrencies #5943 stocks 16.5% exchanges 14.14% technology brands 9.76% countries 6.4% financial services #1932 currencies 2.36% social networks 1.68% vc firms 0.67%
Social topic influence crypto #3011, $60k #148, money 13.8%, flow #2891, liquidity #394, $330m #8, sentiment #441, exchanges #768, coinbase #1481, onchain #2109
Top accounts mentioned or mentioned by @bitfinexreplies @milkroad @richardptardio @tedpillows @araistotle_jr @jampzey @lookonchain @kobeissiletter @runnerxbt @larkdavis @quintenfrancois @lynaldencontact @wiseadvicesumit @cryptorover @truthslicer @intocryptoverse @dotkrueger @virtualbacon @defidad @nobscrypto
Top assets mentioned Coinbase Global Inc. (COIN) BlackRock Inc (BLK) Bitcoin (BTC) Strategy (MSTR)
Top Social Posts
Top posts by engagements in the last [--] hours
"Two Paths: 🟢 Flows sustain Institutions front-ran bottom $60K-$70K = new accumulation zone 🔴 Flows revert One-day dip buy Retest $50K as sellers return Next week will confirm which"
X Link 2026-02-07T21:43Z [----] followers, [---] engagements
"Weekly Flow Summary (Feb 2-8) Forced Selling: 241K BTC to exchanges (Feb 4-6) Trend Research final $44M ETH sale $2.2B liquidations in 24hrs Institutional Response: Feb 6: $330M ETF inflow at $60K Coinbase premium flipped positive BlackRock: $231M Friday The Turn: Fear stayed at 6-7 all week. Institutions bought it. This week decides if it's real or relief rally. Watching Monday to Friday flows for confirmation. https://twitter.com/i/web/status/2020571741857218761 https://twitter.com/i/web/status/2020571741857218761"
X Link 2026-02-08T18:53Z [----] followers, [---] engagements
"Now the honest part: This could be THE bottom. Or A bottom before $50Ks. I don't know which. But I do know this: Every metric that worked in [----] [----] [----] [----] is flashing. And in [--] months one group will say "I should've bought $60K.""
X Link 2026-02-06T06:21Z [----] followers, [---] engagements
"Two ways this plays out: 1) $60K holds = $80K+ by summer 2) $60K breaks = $50Ks pain first Either way: This is the zone where legends are made or portfolios die. Not financial advice. Just data receipts. History rhymes. It doesn't repeat. But it damn sure rhymes"
X Link 2026-02-06T06:21Z [----] followers, [--] engagements
"This explains the $60K drop. Simple version: Hong Kong hedge fund(s) running levered IBIT options + Silver trade + JPY carry = all blew up at once. $10.7B IBIT volume = 2X normal = forced liquidation. Not fundamental bearishness. Mechanical deleveraging. When leverage clears price finds equilibrium. This was the highest volume day on $IBIT ever by a factor of nearly 2x trading $10.7B today. Additionally roughly $900M in options premiums were traded today also the highest ever for IBIT. Given these facts and the way $BTC and $SOL traded down in lockstep today (normally This was the highest"
X Link 2026-02-06T07:29Z [----] followers, [----] engagements
"What to Watch: ✅ Mon-Fri ETF flows (need 3+ green days) ✅ $60K support holding (not just wicking) ✅ Fear stabilizing above [--] Setup complete. Signal pending. This is how bottoms form in data not comfort. Follow for weekly flow analysis. No vibes. Just receipts"
X Link 2026-02-07T21:44Z [----] followers, [---] engagements
"Strongest bull case I've seen all week. Your Gold/BTC inverse correlation thesis lines up with flow data: ✅ Gold peaked $5600 now $4969 (-11%) ✅ 241K BTC capitulation event (Feb 4-6) = forced sellers exhausted ✅ $330M ETF inflow at $60K = institutions buying the technical extreme ✅ Weekly RSI matching 2018/2022 bottoms The setup is undeniable. Signal watch: Stablecoins need to stop bleeding (-$14B still) ETF flows need to sustain (3 days green after weeks red) Monday-Friday this week = confirmation period Your fundamental catalysts (Clarity Act dovish Fed weak jobs) = medium-term bullish."
X Link 2026-02-08T16:41Z [----] followers, [----] engagements
"Feb [--] was the cleanest liquidation event in crypto history. Here's why that's wildly bullish: [------] BTC forced to exchanges in [--] hours. $2.2B liquidations in [--] hours. Fear hit [--] (lowest in [--] years). But here's what DIDN'T happen: ❌ No exchange insolvencies ❌ No protocol failures ❌ No stablecoin depegs ❌ No contagion cascade ❌ No FTX [---] Compare to previous crashes: 2022: Luna imploded 3AC collapsed Celsius frozen contagion for months [----] COVID: BitMEX liquidation engine broke exchanges went offline 2018: No institutional buyers existed to catch it [----] is different: ✅ Infrastructure held"
X Link 2026-02-09T09:51Z [----] followers, [---] engagements
"Crypto Twitter has become a newswire with emojis. 90% of the accounts you follow are reposting the same headline within [--] seconds of each other. Different profile picture same tweet. Nobody is adding context. Nobody is showing you what the data actually says beneath the headline. Todays NFP beat expectations : 130K vs 66K forecast. Within [--] seconds [---] accounts posted BREAKING with the same number. How many of them told you what it actually means for your portfolio How many connected it to the on-chain flows the stablecoin positioning the accumulation happening underneath the noise Almost"
X Link 2026-02-11T18:32Z [----] followers, [---] engagements
"The Holders: Grayscale a16z Jump Wintermute Grayscale holding $1.3B+ steady. a16z adding $2.8M UNI. Jump maintaining $21M stETH. Wintermute hedging with $10M in tokenized gold. Nobody is distributing. Everyone is either holding or adding"
X Link 2026-02-12T08:30Z [----] followers, [--] engagements
"The Smart Money Fund Dashboard SOL +12.4% balance increase in 24h. JUP +3.7%. SYRUP +$566K net inflow. The funds aren't just buying BTC they're positioning in DeFi infrastructure for the recovery"
X Link 2026-02-12T08:30Z [----] followers, [--] engagements
"MVRV at [---] with Mayer Multiple at [----]. Two independent metrics both saying the same thingwe're approaching historically cheap levels. Not there yet but close. The wallets that track this stuff on-chain aren't waiting for MVRV to hit [---]. They started buying at [---] and they'll keep buying all the way down https://twitter.com/i/web/status/2022222602815648011 https://twitter.com/i/web/status/2022222602815648011"
X Link 2026-02-13T08:13Z [----] followers, [---] engagements
"CPI cool. Inflation trending down. And the Fed's excuse to stay on hold just got weaker. This reopens the rate cut conversation that the hot NFP tried to kill yesterday. The setup is building cooling inflation weakening labor market institutional accumulation at record levels. The pieces are lining up. https://twitter.com/i/web/status/2022348926565613950 https://twitter.com/i/web/status/2022348926565613950"
X Link 2026-02-13T16:35Z [----] followers, [---] engagements
"Zero capital gains tax on Bitcoin in a European nation while the US is still debating stablecoin yield rules. The regulatory arbitrage is creating a global competition for crypto capital. Countries that move first attract the flows. Czech Republic just put itself on the map for every BTC holder looking for a friendlier jurisdiction https://twitter.com/i/web/status/2022349369169633699 https://twitter.com/i/web/status/2022349369169633699"
X Link 2026-02-13T16:37Z [----] followers, [----] engagements
"Core CPI at 4-year lows while real wages are growing. That's the exact macro combination that gives the Fed room to cut without political blowback. Lower inflation + higher wages = the soft landing narrative is alive. Risk assets priced in a recession that isn't showing up in the data. https://twitter.com/i/web/status/2022351449053684211 https://twitter.com/i/web/status/2022351449053684211"
X Link 2026-02-13T16:45Z [----] followers, [---] engagements
"@intocryptoverse Core MoM came in hot at 0.3% vs 0.2% consensus but YoY is trending down. The market is going to fight over which number matters more. For crypto the YoY trend is what counts2.4% headline is the lowest since [----]. The direction matters more than one month's noise"
X Link 2026-02-13T18:00Z [----] followers, [----] engagements
"a whole generation about to learn about hard money before they learn about fractional reserve banking. that sequencing matters more than people realize. The current system only works because nobody questions it until they're already deep in it. Teach [--] year olds about [--] million cap and fixed supply before they open a savings account and see what happens https://twitter.com/i/web/status/2022691377268638181 https://twitter.com/i/web/status/2022691377268638181"
X Link 2026-02-14T15:16Z [----] followers, [--] engagements
"exactly milk. imo the best onboarding is the one users don't even notice has happened. first time most people interact with crypto won't be through a crypto app it'll be through a feature inside something they already use every day. E.g. X the wallet becomes invisible. that's mass adoption ser . Stars are lining up Mr.Beast picking up that finance app and now X opening up. I'm f******* bullish https://twitter.com/i/web/status/2022692991555547456 https://twitter.com/i/web/status/2022692991555547456"
X Link 2026-02-14T15:22Z [----] followers, [--] engagements
"@dotkrueger Its simple. Its not easy. Buying BTC and waiting only works if you survive volatility and ignore noise. Most people overtrade because boredom feels unproductive. The edge isnt complexity. Its discipline through cycles that look broken in real time"
X Link 2026-02-14T16:59Z [----] followers, [---] engagements
"Eric -$434M yesterday IBIT -$175M = pain visible. But your stat matters more: 90% AUM still in. YTD -$2.2B looks bad until you realize $96B still held. Thats conviction not capitulation. Cat [--] hurricane = accurate metaphor. Most holders weathering it not abandoning ship. Structure still holding despite force. https://twitter.com/i/web/status/2019758326343496160 https://twitter.com/i/web/status/2019758326343496160"
X Link 2026-02-06T13:01Z [----] followers, [---] engagements
"I read the whole thing and its an isightful long read Here's what matters for crypto: The "Gradual Print" Thesis: Fed shifting from QT to balance sheet expansion: $40B/month initially (through April tax season) $20-25B/month baseline thereafter Total 2026: $220B-$375B expected NOT quantitative easing (short-duration securities for liquidity maintenance not economic stimulus). Why This Matters Now: Dec-Jan: Overnight financing rates elevated liquidity shortage Fed response: Added reserves starting January This explains crypto's Feb [--] turn: Institutions bought btc at $60K same week Fed added"
X Link 2026-02-08T19:06Z [----] followers, [----] engagements
"$72K shorts swept temporary fuel exhausted. Next clusters: $74.7K (resistance more shorts) $67.3K (support longs) Chop between these makes sense after: 241K BTC forced selling complete Short squeeze finished New range forming Institutions bought $60K-$70K. Now watching if they defend it or if retest comes. Weekend liquidity can't break structure. Monday-Friday flows decide. https://twitter.com/i/web/status/2020751074273997185 https://twitter.com/i/web/status/2020751074273997185"
X Link 2026-02-09T06:46Z [----] followers, [----] engagements
"13 central governments mining Bitcoin while the Fear index sits at [--] and CT debates whether we're in a bear market. Nation-state hash rate commitment isn't a trade it's multi-decade infrastructure. You don't build mining operations to flip BTC at $80K. You build them because you've decided Bitcoin is a strategic reserve asset. The retail sentiment and the sovereign behavior have never been this disconnected https://twitter.com/i/web/status/2022193086013616189 https://twitter.com/i/web/status/2022193086013616189"
X Link 2026-02-13T06:16Z [----] followers, [---] engagements
"The President of the United States filing crypto ETFs while BTC just bounced 5% off Fear at [--]. Six months ago this would have sent the market up 20%. Today it barely registers because everyone's too shell-shocked to react. That's how you know sentiment is still washed bullish catalysts can't even get a bid yet. When they start landing the move will be violent https://twitter.com/i/web/status/2022359014969897234 https://twitter.com/i/web/status/2022359014969897234"
X Link 2026-02-13T17:15Z [----] followers, [----] engagements
"Truth Social filing a yield maximizer ETF a BTC/ETH fund a spot BTC ETF AND a blue chip basket all while IBIT just became the fastest ETF to $100B in history. The crypto ETF pipeline is getting crowded fast. More products more access points more structural demand that doesn't disappear when sentiment turns. The plumbing is being built regardless of what the Fear index says https://twitter.com/i/web/status/2022370148049707484 https://twitter.com/i/web/status/2022370148049707484"
X Link 2026-02-13T17:59Z [----] followers, [----] engagements
"underrated take. every other tech vertical is getting cloned by Chinese competitors at half the cost. you can't clone a decentralized network with real liquidity and composability. that's an actual moat not a narrative moat. first time in years crypto has a structural bull case that has nothing to do with charts. https://twitter.com/i/web/status/2022636741719409072 https://twitter.com/i/web/status/2022636741719409072"
X Link 2026-02-14T11:39Z [----] followers, [----] engagements
"6.6th percentile on the power law. less than [---] days in BTC's entire existence has been cheaper than this on a relative basis. The wallets that historically bought during these percentiles are the ones sitting on 8-figure lifetime PnL today. Greedy is the wrong word bro it's just math. https://twitter.com/i/web/status/2022673431079129196 https://twitter.com/i/web/status/2022673431079129196"
X Link 2026-02-14T14:05Z [----] followers, [--] engagements
"SOL at $8 in [----] is the example everyone uses but nobody actually bought the real question isn't which alts will recover it's which ones have real capital flowing into them right now. fund data from this week shows SOL getting +11.3% balance increase from smart money in 24h. AAVE held by [--] funds at $64M. UNI held by [--] funds at $139M. the 'next SOL at $8' won't feel like an opportunity. it'll feel terrifying. just like it did at $8 https://twitter.com/i/web/status/2022689367391613272 https://twitter.com/i/web/status/2022689367391613272"
X Link 2026-02-14T15:08Z [----] followers, [---] engagements
"@virtualbacon BTC ETH SOL. boring answer but the fund data backs it up smart money is concentrating into majors right now not diversifying"
X Link 2026-02-14T15:16Z [----] followers, [----] engagements
"@DeFi_Dad Careful with that framing. Institutions buying tokens doesnt mean theyre in DeFi. It means theyre front-running infrastructure and yield rails. BlackRock and Apollo dont chase narratives. They chase settlement efficiency and balance sheet advantage. I'm bullish AF"
X Link 2026-02-14T16:59Z [----] followers, [--] engagements
"Strength is relative bro. If alts are holding despite heavy selling pressure that usually means supply already cleared earlier. But resilience during chop doesnt equal breakout. The real tell is volume expansion on upside not just not going lower. Survival comes first. Expansion confirms it. https://twitter.com/i/web/status/2022717549893255256 https://twitter.com/i/web/status/2022717549893255256"
X Link 2026-02-14T17:00Z [----] followers, [---] engagements
"@noBScrypto Green feels amazing after weeks of grind. But weekend pumps are thin by nature. Liquidity is lighter moves look cleaner than they are. The real test is Monday flow. If buyers show up when size returns then it matters"
X Link 2026-02-14T20:01Z [----] followers, [---] engagements
"Banks arent dying. Theyre adapting. Deposit spreads compress when alternatives appear. Thats competition not collapse. Stablecoins improve settlement. Bitcoin improves portability. But credit creation still sits inside banking rails. Until lending fully migrates on-chain banks remain core infrastructure. The shift is real. The obituary is premature https://twitter.com/i/web/status/2022763243601551474 https://twitter.com/i/web/status/2022763243601551474"
X Link 2026-02-14T20:01Z [----] followers, [--] engagements
"Rate cut odds falling markets pricing out dovish pivot. But here's the divergence: Fed funds futures: Less cuts expected Fed balance sheet: Expanding ($220-375B this year) China: Reducing treasury exposure Rate policy does not equal liquidity policy. Even without cuts Fed adding liquidity to maintain ample reserves. For risk assets: Liquidity rates. Watching Wed NFP + Fri CPI for volatility. https://twitter.com/i/web/status/2020792254474911790 https://twitter.com/i/web/status/2020792254474911790"
X Link 2026-02-09T09:29Z [----] followers, [--] engagements
"Had to reread this a few times to digest it properly Bernstein's $150K thesis hinges on "when liquidity shifts." That shift is starting NOW: ✅ Fed balance sheet expanding ($220-375B announced) ✅ China reducing treasuries (Fed forced to print more) ✅ Institutions positioned ($330M+ ETF inflows last week) ✅ Corporate treasuries accumulating (Strategy $90M Friday) Their "weakest bear case ever" claim is data-backed: No exchange insolvencies ✅ No protocol failures ✅ No contagion ✅ Infrastructure held ✅ Compare to: 2014: Mt. Gox collapsed 2018: ICO implosion 2022: Luna Celsius 3AC FTX 2026: Clean"
X Link 2026-02-09T13:31Z [----] followers, [---] engagements
"COIN up 15% the day after posting a -$2.49 EPS miss. Market looked past the headline and found $3B in free cash flow and a Deribit-powered derivatives business growing underneath. Yesterday's panic sellers just became today's chasers. Same story playing out in crypto the fear is the setup not the signal https://twitter.com/i/web/status/2022347832766628234 https://twitter.com/i/web/status/2022347832766628234"
X Link 2026-02-13T16:31Z [----] followers, [---] engagements
"The contrarian indicator trifecta. Schiff calling $10K legacy media calling overvalued and CT giving up all while $174M in verified whale accumulation happened this week and CPI just came in below expectations. The people without onchain data are making calls. The people with it are buying https://twitter.com/i/web/status/2022349120380309579 https://twitter.com/i/web/status/2022349120380309579"
X Link 2026-02-13T16:36Z [----] followers, [---] engagements
"This is the most important risk framework in crypto right now and almost nobody is discussing it seriously. 21M cap means nothing if there are 50M synthetic BTC claims sitting in ETF wrappers structured products and lending markets. When those crack the liquidation pressure hits spot price even though the actual coins never moved. That's exactly what happened this week record realized losses driven by synthetic unwinding not long term holders selling. The onchain BTC didn't move. The paper BTC did https://twitter.com/i/web/status/2022372669253935587"
X Link 2026-02-13T18:09Z [----] followers, [----] engagements
"@CryptoKaleo $70K after hitting $65K. The people who capitulated at Fear [--] are watching this from the sideline wondering if they should buy back in at a higher price. tale as old as time"
X Link 2026-02-14T11:37Z [----] followers, [--] engagements
"every weekend dump leading to further downside is the stat that matters here. weekend liquidity is thin enough that any real selling pressure accelerates. if we hold $69-70K through Sunday night it actually means something because the conditions to push it lower were there and it didn't take https://twitter.com/i/web/status/2022637077750280349 https://twitter.com/i/web/status/2022637077750280349"
X Link 2026-02-14T11:40Z [----] followers, [----] engagements
"@Jampzey Jampzey Strategic Reserve loading xxxx Now pump it mfer"
X Link 2026-02-14T20:30Z [----] followers, [--] engagements
"Genuine question: How does Maple avoid what killed every other credit protocol in [----] Watching SYRUP growth but the track record for undercollateralized DeFi lending is. brutal. TrueFi Clearpool Goldfinch all had strong narratives. Most ended with defaults and bag holders. What's different this time Because "institutional borrowers" didn't save anyone last cycle. https://twitter.com/i/web/status/2012518160511926302 https://twitter.com/i/web/status/2012518160511926302"
X Link 2026-01-17T13:31Z [----] followers, [--] engagements
"Fair point on the Q3 [----] "buzz" but the difference today is the Liquidity Plumbing. In Q3 we had "hope"; today we have Fidelity launching $FIDD and $33T in stablecoin volume. You're right that BTC loves to "test" patience but with the NDX at 26k and Silver already peaking at $117 the 180-day lag suggests we're in the final exhaustion phase of that test. The "Greenlight" isn't just a phrase this time it's a $6 trillion institutional deployment. https://twitter.com/i/web/status/2016588250685559132 https://twitter.com/i/web/status/2016588250685559132"
X Link 2026-01-28T19:04Z [----] followers, [---] engagements
"Buy the dip or wait for lower CASE FOR NOW: ✅ $235M leaving exchanges ✅ Smart traders 14.9X normal buying ✅ Liquidations mostly flushed ✅ Macro event not crypto weakness CASE TO WAIT: ⚠ Iran could escalate further ⚠ Oil prices still elevated ⚠ BTC no clear support yet Answer: DCA not FOMO. https://twitter.com/i/web/status/2016963699576103073 https://twitter.com/i/web/status/2016963699576103073"
X Link 2026-01-29T19:56Z [----] followers, [---] engagements
"The smart money playbook: 🎯 1st buy: NOW (30-40% of position) Catch bounce if it comes 🎯 2nd buy: $82K BTC / $2600 ETH If geopolitics worsen 🎯 3rd buy: $78K BTC / $2400 ETH Capitulation wick (if happens) DCA FOMO. EVERY. SINGLE. TIME"
X Link 2026-01-29T19:56Z [----] followers, [---] engagements
"@lookonchain This is the data everyone needs to see. $142M -$129M. $87M -$22M. Pattern: leverage + conviction = destruction. Now Fear [--] $2.58B liquidated total. The market just taught [--] expensive lessons. Survival leverage"
X Link 2026-02-01T09:15Z [----] followers, [---] engagements
"THIS is why Warsh will cut aggressively. T ruflation 0.86% vs CPI 2.5% = 3X divergence. Same divergence explains metals crash (-13% gold -27% silver) markets pricing NO debasement. Problem: Cuts WITHOUT QE liquidity stays tight. BTC -$1.9B ETF flows = pricing restrictive policy that's ending. Mispricing is the opportunity imo https://twitter.com/i/web/status/2017981356949618860 https://twitter.com/i/web/status/2017981356949618860"
X Link 2026-02-01T15:20Z [----] followers, [---] engagements
"This explains the Truflation divergence @MilkRoad Road posted. Official CPI 2.5% Truflation 0.86% lower income 3.1%. Different baskets = different realities. Top 20% (discretionary) sees deflation. Bottom 40% (necessities) feels inflation. Fed policy targets aggregate misses distribution. Warsh cuts help who https://twitter.com/i/web/status/2018051539579920893 https://twitter.com/i/web/status/2018051539579920893"
X Link 2026-02-01T19:59Z [----] followers, [--] engagements
"Product destroying it. Stock getting destroyed. Same pattern as crypto overall: Utility growing ✅ Price collapsing ❌ $10T stablecoin volume in January. Annualized = $120T. That's 40X crypto's total market cap ($3T). Stablecoins is the real crypto product. If regulation comes Circle stock should be way higher Currently pricing in failure. Market wrong here. Dan right on TAM. https://twitter.com/i/web/status/2018556349529952480 https://twitter.com/i/web/status/2018556349529952480"
X Link 2026-02-03T05:25Z [----] followers, [----] engagements
"This is Cross-asset carnage. Tech -2.2% crypto -30% YTD Iran tensions rising. This is what Alistair said; BTC tracking Nasdaq until real demand shows up. Nasdaq down = BTC down. No independent bid yet. All risk assets moving together. Pure correlation zero conviction. Risk-off = everything bleeds. https://twitter.com/i/web/status/2019106066546438408 https://twitter.com/i/web/status/2019106066546438408"
X Link 2026-02-04T17:49Z [----] followers, [----] engagements
"This. Everyone today: "Most oversold since FTX" Emperor: "Oversold is not a bottom in bear market" I learned this TODAY. Feb 2: ETF flows +$561M said trigger hit Feb 4: ETF flows -$88M back negative One day oversold bounce doesn't change the trend. Emperor's right: Patience oversold duration. That's the game. Survive longer than the oversold lasts. https://twitter.com/i/web/status/2019157931745591552 https://twitter.com/i/web/status/2019157931745591552"
X Link 2026-02-04T21:15Z [----] followers, [----] engagements
"Appreciate the alpha mindset but also Most people are underwater 40-70%. "Optional" = if you have capital + survived. BTC $70K (was $125K). ETH down 32% in [--] days. Tom Lee -$7.4B unrealized. Job = optional for survivors. Job = necessary for liquidated. On-chain ops exist ✅ But surviving TO trade them is the game. Your optimism is valuable. Just: Survive first. Alpha second. https://twitter.com/i/web/status/2019376712199397646 https://twitter.com/i/web/status/2019376712199397646"
X Link 2026-02-05T11:45Z [----] followers, [--] engagements
"@KobeissiLetter That's not retail. That's institutional. "Someone big was liquidated" This explains: -$2T in [--] months ✅ ETF outflows today ✅ Fear & Greed: [--] (lowest since Luna) ✅ When institutions liquidate at this scale = cascades. Structural not technical. Data receipts"
X Link 2026-02-06T06:05Z [----] followers, [---] engagements
"But also: What if nothing "broke" What if Oct [--] leverage peak Since then Deleveraging. Not manipulation. Capitulation. -$2T (4 months) = forced selling. Fear [--] = extreme. $434M ETF outflows ongoing. Ash might be right (structural break). Or: This IS the fix (clearing excess). Both possible. Watching not predicting. https://twitter.com/i/web/status/2019654535040348314 https://twitter.com/i/web/status/2019654535040348314"
X Link 2026-02-06T06:08Z [----] followers, [--] engagements
"-40% from $100K January highs. You know what else was -40% [----] bottom (-40% from Nov highs) [----] bottom (-42%) Every. Major. Bottom. Drawdowns of this size end cycles they don't continue them"
X Link 2026-02-06T06:21Z [----] followers, [--] engagements
"ETF holders: 94% held through the entire dump (Bloomberg data) That's not weak hands fleeing. That's conviction. 94% STILL HOLDING Institutions aren't panicking. Retail is"
X Link 2026-02-06T06:21Z [----] followers, [--] engagements
"While price dumped: Entities with 1K BTC accumulated Long-term holders adding Smart money positioning Price says panic. On-chain says accumulation. One of these groups is wrong. History says it's not the accumulators"
X Link 2026-02-06T06:21Z [----] followers, [--] engagements
"$7B liquidated in [--] days. That's forced selling not organic. Leverage flush = rocket fuel removal. When overleveraged longs are gone price can actually move up without constant liquidation pressure"
X Link 2026-02-06T06:21Z [----] followers, [--] engagements
"Weekly RSI at [----] levels. Last time it was here: $15800 November [----] Next high: $73800 (March 2024) That's +366% in [--] months from oversold. We're oversold again"
X Link 2026-02-06T06:21Z [----] followers, [--] engagements
"When BTC dropped to $60K Nasdaq was only down 2%. That's the correlation WEAKENING. Before: BTC followed Nasdaq 1:1 Now: BTC overcorrecting = independent capitulation Independent bottoms = independent recoveries"
X Link 2026-02-06T06:21Z [----] followers, [--] engagements
"All the pieces: ✅ Government shutdown resolved ✅ ISM showing expansion (52.6) ✅ Historical support ($60K = [----] ATH) ✅ Sentiment destroyed ✅ Leverage flushed ✅ Institutions holding Not saying "buy now moon soon" Saying: This is what bottoms look like in real-time"
X Link 2026-02-06T06:21Z [----] followers, [--] engagements
"Pomp this is it. Fear [--]. -40% drawdown. "Bitcoin's dead" trending again. Your "GFC every [--] months" is accurate. We're in one now. Difference: This time institutions hold (94% ETF holders through -40%). Structure changed. Pain cycle same. Just posted thread on all [--] signals flashing. https://twitter.com/i/web/status/2019660018245578847 https://twitter.com/i/web/status/2019660018245578847"
X Link 2026-02-06T06:30Z [----] followers, [---] engagements
"@Barchart Kiyosaki stopped at $6K bought at $117K. That's called buying tops selling bottoms. Respect his gold calls but his BTC timing = consistently wrong. Opposite of what data shows: Buy Fear [--] sell Greed [--]. Not financial advice just history. Thread up on the actual signals"
X Link 2026-02-06T06:35Z [----] followers, [----] engagements
"Zoo "doomer bears in disbelief" = maybe. But also maybe back to $60K. What I do know: $60K wick + Fear [--] + $2.6B liquidations = textbook capitulation SETUP. Doesn't guarantee bottom but checks all boxes historically. I Posted [--] reasons thread. Bull market or bull trap = next week tells. https://twitter.com/i/web/status/2019665631994417420 https://twitter.com/i/web/status/2019665631994417420"
X Link 2026-02-06T06:53Z [----] followers, [---] engagements
"Rover Treasury buying back $2B debt = QT slowing If they're repurchasing instead of letting it roll off that's liquidity positive. Small signal but directional shift. Combine with ISM [--] shutdown resolved and you get macro improving while crypto panics. Timing lag is real. https://twitter.com/i/web/status/2019665913679605855 https://twitter.com/i/web/status/2019665913679605855"
X Link 2026-02-06T06:54Z [----] followers, [--] engagements
"Had to read it a few times to fully understand what it means but Here it is clean and simple. IBIT just had a record day in volume and options while BTC and SOL sold off together without the usual cascade of liquidations. That suggests forced selling not panic. The theory is a large non-crypto hedge fund likely HK-based blew up a leveraged IBIT options trade possibly tied to JPY carry funding and losses in silver. Because the fund is isolated and non-crypto CT wouldnt see it. Proof if any would show up later in 13F filings. This reads less like crypto selling and more like balance-sheet"
X Link 2026-02-06T07:07Z [----] followers, [----] engagements
"@sjdedic Simon still here. [--] cockroaches left standing the real ones. Fear [--] everyone capitulated nobody believes anymore. This is exactly where legends get made or portfolios die. Your conviction through this = why you'll be right eventually. Thread up on the setup"
X Link 2026-02-06T07:24Z [----] followers, [--] engagements
"@arthur0x Arthur institutions with balance sheets: MicroStrategy Tether Binance SAFU already buying. MSTR underwater but structured to hold. Tether minted $3B stablecoins. SAFU bought $100M. They ARE stepping in just quietly. Question: Is it enough Market saying not yet"
X Link 2026-02-06T07:26Z [----] followers, [---] engagements
"@coingecko Difference: MSTR structure gives time public treasury = forced selling pressure. SOL treasuries without debt = can hold. With debt = liquidation risk. That's the key variable. Structure matters more than PnL"
X Link 2026-02-06T07:28Z [----] followers, [---] engagements
"Runner no headlines = that's the clue. Parker's IBIT theory (HK hedge fund liquidation) explains it. Not fundamental news mechanical forced selling. $10.7B IBIT volume = 2X normal. Someone big got liquidated. Crime scene investigation ongoing. Thread breakdown worth reading. https://twitter.com/i/web/status/2019675071598501944 https://twitter.com/i/web/status/2019675071598501944"
X Link 2026-02-06T07:30Z [----] followers, [---] engagements
"Joe SOL RSI [--] first time ever = that's the stat. Bottom 0.05% of all trading days. Forward returns from these levels historically = violent bounces. Not "SOL to moon" - just math. When RSI this oversold mean reversion = powerful. Setup textbook even if timing uncertain. https://twitter.com/i/web/status/2019677415803339214 https://twitter.com/i/web/status/2019677415803339214"
X Link 2026-02-06T07:39Z [----] followers, [---] engagements
"Farokh Fear [--] + $60K BTC + $1750 ETH + $67 SOL = all at historical support with lowest fear ever recorded. "Start believing" = exactly right timing. Not blind faith just pattern recognition. This is what bottoms looked like in [----] [----] [----]. Thread up on all [--] signals matching. https://twitter.com/i/web/status/2019680964926918982 https://twitter.com/i/web/status/2019680964926918982"
X Link 2026-02-06T07:54Z [----] followers, [--] engagements
"@RunnerXBT lmao Runner That's the pain. But: [--] BTC = 0.000014% of supply. Scarcity math says if adoption continues that's generational wealth territory. IF being the key word 😂"
X Link 2026-02-06T07:56Z [----] followers, [---] engagements
"@0xNairolf Tech 10X better UX 10X better tooling 10X better all true. But sentiment is 10X worse. That's the paradox. Infrastructure improved while prices crashed. That disconnect = either (1) fundamentals don't matter or (2) timing lag before adoption catches up. Betting on (2)"
X Link 2026-02-06T07:57Z [----] followers, [--] engagements
"@david_eng_mba David that's the technical way of saying "drawdowns are noise within trend." Non-technical: Fear [--] $60K = stress event not regime change. Your "patience = statistical advantage" = exactly right"
X Link 2026-02-06T07:59Z [----] followers, [---] engagements
"@LarkDavis Lark 100%. Fear [--] today = "too risky." Greed [--] at $120K = "can't miss out." Same people different narrative same mistake. Pattern repeats every cycle. Posted full thread on why Fear [--] = exactly when conviction matters. They'll FOMO at highs we position at lows"
X Link 2026-02-06T08:31Z [----] followers, [---] engagements
"@CryptoMichNL Textbook capitulation signature. You just described exactly what I posted in my thread an hour ago: Extreme wick below support immediate violent reversal Fear [--] largest volume = bottoming process. 200-Week MA = the line. If it holds this was THE flush"
X Link 2026-02-06T08:51Z [----] followers, [---] engagements
"@RichardPtardio lmao richard. I agree with Hype but with regards to Arsenal we all know deep down they will bottle it.😂"
X Link 2026-02-06T09:20Z [----] followers, [---] engagements
"$2.59B liquidated 578K traders rekt largest single liquidation $12M = forced deleveraging complete or close. "Made history again" = this flush joins FTX COVID [----] in violence. When liquidations spike at lows = bottoming signature. Not bottom guaranteed but forced selling exhausted. https://twitter.com/i/web/status/2019714471308968177 https://twitter.com/i/web/status/2019714471308968177"
X Link 2026-02-06T10:07Z [----] followers, [--] engagements
"Parker's theory had merit (IBIT volume spike timing) but your points undermine it: (1) No tax angle in HK (2) No gossip in tiny circle ( 3) Options funds performing fine ( 4) US hours selling = ETF redemption effect. More likely: Cascading ETF selling not fund blowup. Time will reveal all https://twitter.com/i/web/status/2019715306017452265 https://twitter.com/i/web/status/2019715306017452265"
X Link 2026-02-06T10:10Z [----] followers, [---] engagements
"Interesting take. I've been saying markets killed debasement trade on Warsh nomination (metals proved it). Your point: He's dovish vs competitors but hawkish vs expectations. That gap is the volatility. Agree he won't shrink balance sheet fast but FEAR of it matters more than reality. https://twitter.com/i/web/status/2019715532371468732 https://twitter.com/i/web/status/2019715532371468732"
X Link 2026-02-06T10:11Z [----] followers, [---] engagements
"@RichardPtardio Thats what the Arsenal fan's have always been saying atleast for the last [--] years 😂 In seriousness I hope they come in clutch and actually do it this season. If they don't do you still stick with Arteta or sack him"
X Link 2026-02-06T10:15Z [----] followers, [--] engagements
"BTC -52% in [--] months vs Silver -47% in [--] days = perspective. Silver "safe haven" crashed FASTER than "volatile" crypto. T hat narrative flip = important. Volatility isn't the problem forced liquidations are. Both assets had same issue: overleveraged positioning unwinding violently. https://twitter.com/i/web/status/2019730415087431842 https://twitter.com/i/web/status/2019730415087431842"
X Link 2026-02-06T11:10Z [----] followers, [---] engagements
"Kyle crypto treasuries all underwater = Strategy BitMine Forward. Same mechanic: bought highs sitting on paper losses. Difference: Structure determines survival. MSTR = can hold years. Others Depends on debt terms. Pain visible everywhere forced selling depends on leverage. https://twitter.com/i/web/status/2019730848833003987 https://twitter.com/i/web/status/2019730848833003987"
X Link 2026-02-06T11:12Z [----] followers, [---] engagements
"Metaplanet "no change to strategy continue accumulating" = conviction through pain. They're Japan's MSTR equivalent. Buying $60K after buying $90K = DCA through volatility. That's the institutional behavior Eric Balchunas showed: 94% held through -40%. Builders don't panic traders do. https://twitter.com/i/web/status/2019731530680053805 https://twitter.com/i/web/status/2019731530680053805"
X Link 2026-02-06T11:14Z [----] followers, [---] engagements
"@osf_rekt OSF this is muscle memory training. Brilliant. It's not about the amount it's about training your brain to act when fear peaks. Most people STOP at bottoms (broke/scared) winners BUY at bottoms (even small). Habit formation position size early on. Love this"
X Link 2026-02-06T11:35Z [----] followers, [---] engagements
"@abetrade Perps muted because 10/10 already flushed leverage. So panic shifted to options market (institutional hedging). That divergence = institutions protecting downside not retail panic. Different profile than pure overleveraged flush"
X Link 2026-02-06T11:37Z [----] followers, [----] engagements
"Market maturity showing 😅 1.7B liqs on a nothing-burger day vs $1.2B COVID or $1.5B FTX. Leverage everywhere now. Bitfinex funding flipping extremely positive while rest negative Classic divergence could be smart money hedging or positioning quietly. Bear case: more cascade if funding normalizes lower. Bull case: accumulation signal if outflows pick up. Flows will tell. Watching ETH/BTC exchange movement this weekend. https://twitter.com/i/web/status/2019748834260263269 https://twitter.com/i/web/status/2019748834260263269"
X Link 2026-02-06T12:23Z [----] followers, [----] engagements
"$4.75B stablecoins minted in a week while crypto crashes = dry powder accumulating. Tether $1B more today. Same pattern: capital moving to stables NOT leaving crypto. When it deploys = fuel. But when matters. Could sit for months. Setup forming deployment timing uncertain. Watching for consecutive positive ETF days. https://twitter.com/i/web/status/2019759201422041376 https://twitter.com/i/web/status/2019759201422041376"
X Link 2026-02-06T13:04Z [----] followers, [---] engagements
"Michael narrative whiplash = gold only going up then -40% in days. Now crypto only going down. That inverse correlation timing = forced liquidation across correlated assets not fundamental shifts. Gold stabilizes to BTC bounces = mechanical relief not narrative change. Watching for multi-day bounce confirmation not single-day wick. https://twitter.com/i/web/status/2019777314989474158 https://twitter.com/i/web/status/2019777314989474158"
X Link 2026-02-06T14:16Z [----] followers, [---] engagements
"Single stock volatility 7X index volatility = internal chaos masked by index calm. That divergence = stress below surface. Only happened Dec [----] Oct [----] before. Both preceded sharp moves. Does this signal bottom (flush complete) or top (fear spreading) Macro uncertainty = elevated vol both directions. https://twitter.com/i/web/status/2019777470342320583 https://twitter.com/i/web/status/2019777470342320583"
X Link 2026-02-06T14:17Z [----] followers, [---] engagements
"@QuintenFrancois Lmao peak meme number achieved. Cycle officially complete. All bottom signals confirmed: Fear [--] ✅ 200W MA ✅ McRib April ✅ China ban #69 ✅ This is it. Cant get more textbook 😂 Moon imminent or capitulation continues either way the memes are perfect"
X Link 2026-02-06T14:18Z [----] followers, [---] engagements
"@sircryptotips Math matches. "Doesn't repeat but rhymes" = pattern recognition. Same magnitude similar timeframe. Difference: [----] = China ban + leverage flush. [----] = Warsh policy + DAT cascade. Causes differ drawdowns similar"
X Link 2026-02-06T15:32Z [----] followers, [---] engagements
"@btcjvs Excess leverage flush in BTC not equities. Interesting take. That 15% divergence = crypto-specific forced selling (DATs cascades). "$76K reclaim" = fair target IF correlation holds and software stabilizes. Watching for decoupling or continued tracking"
X Link 2026-02-06T15:35Z [----] followers, [---] engagements
"This is modest beat. 1-year inflation 3.5% down from 4.0% supports the rate cut narrative. Stock market crashing despite improving sentiment there is that disconnect. Consumers feel okay markets panicking. That gap is either the market overreacting or consumers lagging reality. Paying attention https://twitter.com/i/web/status/2019797900696457557 https://twitter.com/i/web/status/2019797900696457557"
X Link 2026-02-06T15:38Z [----] followers, [---] engagements
"@scottmelker Key signal That's not "dead cat bounce" profile. That's BID showing up at these levels. Real interest at $60-65K zone. Does it sustain tomorrow or fade One day is noise. Three days makes the trend"
X Link 2026-02-06T15:52Z [----] followers, [---] engagements
"Yardstick metric lowest ever is another extreme reading. Like Fear [--] weekly RSI 200W MA Mayer Multiple. Every metric flashing "never been here" levels. Confluence of extremes either paradigm shift or generational setup. Zone rarely lasts long historically bounce or break coming soon. https://twitter.com/i/web/status/2019801801143341220 https://twitter.com/i/web/status/2019801801143341220"
X Link 2026-02-06T15:54Z [----] followers, [--] engagements
"Heres the uncomfortable read. Retail explosions dont mark healthy trends. They mark late urgency. Phase [--] was institutional withdrawal and weak confidence. Phase [--] is policy pressure pushing participation back in. Phase [--] is retail filling the liquidity gap at peak turnover. The tell isnt account growth. Its margin accounts rising while macro confidence stays weak. Retail shows up when exits are needed not when opportunity is obvious. https://twitter.com/i/web/status/2019843914253877626 https://twitter.com/i/web/status/2019843914253877626"
X Link 2026-02-06T18:41Z [----] followers, [---] engagements
"@HHorsley Whats the defi app that you see that will find pmf and bring the next wave of users like Hyperliquid"
X Link 2026-02-06T21:41Z [----] followers, [--] engagements
"This ties together: Hawkish Fed + safe haven collapse (gold -40%) + ETF outflows = perfect storm converged. Not one thing broke - three structural pressures at once. Strategy underwater not broken = key distinction. Structure gives them time. Inflection point = accurate. Next [--] hours (ETF flows $70K hold Fear stabilization) tell us which way it breaks. https://twitter.com/i/web/status/2019892332712112507 https://twitter.com/i/web/status/2019892332712112507"
X Link 2026-02-06T21:53Z [----] followers, [---] engagements
"The setup. Your ten-fold that rally math assumes mean reversion. Gold did +70% since inauguration. BTC 10X that = 700% from here ($60K $480K). Bold but mathematically consistent IF gold normalizes and BTC reclaims safe haven narrative. Big IF. Watching for decoupling signal. https://twitter.com/i/web/status/2019893186966024295 https://twitter.com/i/web/status/2019893186966024295"
X Link 2026-02-06T21:57Z [----] followers, [---] engagements
"February [--] Friend texts: You still holding at $60K Me: Yeah Friend : You're crazy I sold Me: Cool February [--] Friend texts: BTC at $70K Me: Yep Friend: You still in Me: Yeah Friend: "Should I buy back" Me: "Up to you" Friend: typing. typing. typing. The hardest part is watching"
X Link 2026-02-07T06:04Z [----] followers, [---] engagements
"@LarkDavis That's the fuel. Liquidated all longs yesterday at $60K. Now shorts building at higher levels thinking "dead cat bounce." That asymmetry squeeze setup IF $70K holds. Big IF. Shorts at these levels either genius or about to get destroyed. Watching $73K break"
X Link 2026-02-07T06:13Z [----] followers, [----] engagements
"You're right It's rat poison. Prediction markets can be useful (Polymarket = information tool). But marketing them as "easy money" to average people will destroys lives. They'll blame crypto when the sob stories hit mainstream media. Taking responsibility starts with honest marketing. https://twitter.com/i/web/status/2020018922494333438 https://twitter.com/i/web/status/2020018922494333438"
X Link 2026-02-07T06:16Z [----] followers, [--] engagements
"China ban #69 officially confirmed. The ritual is complete. Every major bottom: 2017: China ban $3K bottom 2021: China ban $29K bottom 2022: China ban $15.5K bottom 2026: China ban $60K bottom It's not a bug. It's a feature. When China bans crypto cycle bottom confirmed"
X Link 2026-02-07T07:00Z [----] followers, 74.9K engagements
"Google Trends spiking attention is returning but not peak FOMO yet. Compare to previous peaks: May 2021: 100/100 (top) Nov 2021: 93/100 (top) Oct 2025: 87/100 (top) Today: Probably 40-50/100 (bouncing from bottom) Attention increasing liquidity flows follow with lag. But we're not at euphoria levels yet. Relief rally attention not blow-off top attention. The signal: People searching again does not mean people buying yet. Watching for sustained trend. https://twitter.com/i/web/status/2020030123949297815 https://twitter.com/i/web/status/2020030123949297815"
X Link 2026-02-07T07:01Z [----] followers, [----] engagements
"Lark the greed/fear whipsaw is a brutal teacher. $60K: Fear [--] longs getting liquidated its going to $40K $71K: FOMO kicks in late longs pile in $68K: Those late longs liquidated $98M rekt [--] hours. Both directions. Everyone stopped out. This reads less like market direction and more like liquidation engine running both ways efficiently. The lesson isnt dont use leverage. Its markets designed to extract from leverage users first direction traders second. Peace of mind is holding spot ignoring 4-hour charts. https://twitter.com/i/web/status/2020051186397687893"
X Link 2026-02-07T08:25Z [----] followers, [---] engagements
"$98M liquidations in [--] hours -$90B market cap = exactly what happens when late longs chase $70K recovery. $60K $71K attracted FOMO. $71K $68K liquidated FOMO. Same pattern every volatility spike Initial move is real. Chase is trap. This is why conviction timing. The holders who survived $60K arent phased by $68K. The late buyers at $70K just got taught expensive lesson. https://twitter.com/i/web/status/2020052024180523040 https://twitter.com/i/web/status/2020052024180523040"
X Link 2026-02-07T08:28Z [----] followers, [---] engagements
"This data is wild but heres what it actually signals: Prediction markets arent just competing with crypto exchanges. Theyre competing with TRADING itself as a category. This reads less like prediction markets are hot and more like people want agency over outcomes not just price speculation. Robinhood = bet on stocks/crypto going up/down Polymarket = bet on REAL WORLD EVENTS with verifiable outcomes The convergence: Retail wants to trade CERTAINTY (elections events) more than VOLATILITY (crypto stocks). Also: Hyperliquid = interesting. Perps platform beating memecoin casino = shift toward"
X Link 2026-02-07T08:44Z [----] followers, [--] engagements
"Weekend liquidation wick to clear $70K late longs is classic. $60K $71K attracted FOMO. $71K $68K $65K is liquidating FOMO. Some at $65K = if we wick there its just leverage flush not breakdown. Real test: Does $70K reclaim after flush or does $65K break lower Monday ETF flows tell us which. https://twitter.com/i/web/status/2020056662711673163 https://twitter.com/i/web/status/2020056662711673163"
X Link 2026-02-07T08:46Z [----] followers, [---] engagements
"@Your_NLP_Coach 200-week MA provides technical support but needs flow confirmation imo [----] had capitulation volume + prolonged fear. This time Leverage flush but institutions buying. Similar setup stronger hands. Could compress timeframe if flows sustain"
X Link 2026-02-07T09:39Z [----] followers, [--] engagements
"Add learn to track on chain flows not just price. Bear markets reward those who know the difference between "down bad" and "structurally broken." BTC had $330M ETF inflow at $60K. That's institutional accumulation. Your job: survive long enough to benefit from it. Data emotions. Learned this the hardway. https://twitter.com/i/web/status/2020070177384071249 https://twitter.com/i/web/status/2020070177384071249"
X Link 2026-02-07T09:40Z [----] followers, [--] engagements
"@lookonchain 19.5K ETH + 9.5K ETH withdrawn in [--] hours $60M moving off exchanges. Whales pulling supply during fear. That's accumulation not distribution. Watch for: sustained ETH inflows to spot this pattern reversing. Right now Smart money exiting exchanges is bullish positioning"
X Link 2026-02-07T09:48Z [----] followers, [---] engagements
"@AshCrypto June [----] playbook: RSI extreme check Fib breakdown check Fund blow-ups (3AC/Celsius) HK funds now Bottom: $17.5K Sideways: [---] days If this rhymes we just front-ran the chop by hitting $60K first. Same pattern faster execution"
X Link 2026-02-07T09:55Z [----] followers, [---] engagements
"@boxmining Distribution vs accumulation shows in flows not sentiment. Bull market highs: ETF inflows peaked at $120K retail FOMO topped. Bear market lows: $330M institutional inflow at $60K retail panic Smart money doesn't announce. They just show up in the data"
X Link 2026-02-07T09:57Z [----] followers, [--] engagements
"$686M loss breaks down to liquidation mechanics not sentiment. When you borrow stablecoins against ETH collateral you're short volatility. ETH -50% = collateral shrinks debt stays fixed liquidation inevitable. This wasn't a bad trade. It was leverage mismatch. Forced selling is not conviction selling. https://twitter.com/i/web/status/2020074759363371372 https://twitter.com/i/web/status/2020074759363371372"
X Link 2026-02-07T09:58Z [----] followers, [---] engagements
"Fear at [--] vs historic low of [--] in Aug [----]. That bottomed at $9.5K after a -54% drop from $21K. This time: $60K after -52% from $126K. Same fear level. Same percentage drop. Different scale. Pattern's rhyming. Waiting on flow confirmation: ETF buyers sustaining + Fear stabilizing above [--]. https://twitter.com/i/web/status/2020075756508852393 https://twitter.com/i/web/status/2020075756508852393"
X Link 2026-02-07T10:02Z [----] followers, [---] engagements
"@Crypto_Crib_ $1.5T added in [--] hours isn't the story. The story is WHO bought: Cathie Wood loading COIN/HOOD aggressively Crypto hedge funds buying the dip (Bitwise data) $330M ETF inflow at $60K Retail sees bounce. Institutions see discount. That's the flow divergence that marks bottoms"
X Link 2026-02-07T10:05Z [----] followers, [--] engagements
"Forced selling leaves receipts in the data: $351M BTC deposited to exchanges post-liquidation $686M Trend Research liquidation (Coin Bureau) Futures contango collapsed Meanwhile: $330M ETF inflow at $60K institutions buying the forced selling. The FUD merchants don't check flows. They just amplify fear. https://twitter.com/i/web/status/2020082354295849225 https://twitter.com/i/web/status/2020082354295849225"
X Link 2026-02-07T10:28Z [----] followers, [---] engagements
"WSJ calling crypto winter while institutions are buying. Classic contrarian indicator. Headlines: "Biggest bulls uncertain" Flows: $330M ETF inflow at $60K Mainstream media amplifies fear at bottoms greed at tops. They're a sentiment gauge not a signal. When WSJ writes the obituary check who's accumulating 🫡 https://twitter.com/i/web/status/2020082823953076578 https://twitter.com/i/web/status/2020082823953076578"
X Link 2026-02-07T10:30Z [----] followers, [---] engagements
"Fear at [--] but context separates bottoms from catastrophes. June [----] Fear 6: Terra/LUNA = protocol death spiral Celsius = insolvency frozen withdrawals 3AC = systemic contagion Result: -70% drop 6-month bottom Feb [----] Fear 6: Forced liquidations = leverage flush No protocol failures $330M ETF inflow = institutions buying Result: -48% drop flows turning Same fear number. Completely different ingredients. [----] was fundamental collapse. This is mechanical cleanup. The signal isn't the fear level. It's what caused it. https://twitter.com/i/web/status/2020083237805023403"
X Link 2026-02-07T10:32Z [----] followers, [---] engagements
"@QuintenFrancois @cryptoquant_com Institutions buying while retail capitulates textbook bottom setup. Smart money doesn't announce entries. They just show up in the data when Fear hits 6-8. This is what accumulation looks like"
X Link 2026-02-07T11:00Z [----] followers, [---] engagements
"Had to read this three times but here's the clean version: The Theory: HK hedge fund (non-crypto native) ran JPY carry trade levered IBIT options + Binance positions + precious metals. The Unwind: Oct 10: $19.16B crypto liquidation blew hole in balance sheet Prime broker gave [--] days to fix it Fund doubled down on gold/silver recovery trade Warsh nomination crashed metals (gold -11% silver -31%) Feb 5: Forced liquidation = $10.7B IBIT volume (2X record ever) Why CT Missed It: Non-crypto fund = zero crypto counterparties. No on-chain signals. No CT chatter. Pure TradFi structure imploding into"
X Link 2026-02-07T11:23Z [----] followers, [--] engagements
"Infrastructure builds in bear markets gets used in bull markets. 2022-2023: Lightning adoption exploded (no one noticed) 2024-2025: ETF infrastructure built (retail ignored it) 2026: Merchant adoption accelerating (during "worst cycle ever") Fundamentals improve while sentiment crashes = setup. https://twitter.com/i/web/status/2020114629871993083 https://twitter.com/i/web/status/2020114629871993083"
X Link 2026-02-07T12:37Z [----] followers, [--] engagements
"Strip away the emotion here's the clean read: What Happened: BTC frontran the debasement narrative in [----] (ETF hype + Trump). Metals didn't. They had supply shock + smaller sell walls. Momentum flows chased the better trade (Gold/Silver). Why BTC "Failed": Not narrative failure. Timing failure. OG holders dumped billions at $100K-$126K = killed momentum. Mercenary capital rotates to whatever's moving (not what's "right". The Reset: Oct [--] + Feb [--] = forced liquidations from non-crypto funds. Not spot holders capitulating. Leverage unwinding. New generation of spot buyers entered. The Thesis:"
X Link 2026-02-07T20:01Z [----] followers, [---] engagements
"You are calling $64K the line in the sand. Your thesis: Break it stocks follow deflationary cascade. The counter: $330M ETF inflow Feb [--] at $60K. But 1-2 days doesn't make a trend. Need sustained institutional buying to prove $60K-$64K is the new accumulation zone. Setup vs signal. Watching this. https://twitter.com/i/web/status/2020231814095466946 https://twitter.com/i/web/status/2020231814095466946"
X Link 2026-02-07T20:22Z [----] followers, [---] engagements
"Debasement thesis is real. But timing matters more than narrative. Bull case: Dollar debasement crypto moons Bear case: We flush first then debasement trade Current data: Stablecoins: -$14B outflow (capital LEAVING crypto) ETF flows: -$3B January (institutions exiting) Smart money: Sitting in cash not buying yet Debasement doesn't happen on a schedule. Needs catalyst: Fed cuts (not happening) Liquidity injection (not happening) Capital inflows (not happening YET) Setup is there. Signal needs confirmation. https://twitter.com/i/web/status/2020234242119332061"
X Link 2026-02-07T20:32Z [----] followers, [---] engagements
"Altcoins down 60-80% valuation reset. Your accumulation thesis needs flow confirmation: Stablecoins exiting (-$14B) Smart money still in cash (not rotating to alts yet) BTC needs to stabilize first (alts follow BTC flows) Wicks everywhere forced selling exhausted ✅ Capital returning not yet (waiting for signal ❌) If BTC holds $60K+ for [--] weeks AND stablecoin inflows return your TAO accumulation looks prescient. Setup vs signal. Watching with you ser 🫡 https://twitter.com/i/web/status/2020235778459332739 https://twitter.com/i/web/status/2020235778459332739"
X Link 2026-02-07T20:38Z [----] followers, [---] engagements
"BTC ETF Flows (The Real Picture): Total AUM: $128.6B BTC Held: 1.36M BTC Jan 2026: -$1.6B outflow Price: -44% since Oct [----] Translation: [--] months of institutional selling + 50% leverage flush: forced unwinding not conviction loss"
X Link 2026-02-07T21:43Z [----] followers, [--] engagements
"Recent Activity: Feb 5: Mass outflows (panic) Feb 6: +$330M inflows Feb 7: +$231M BlackRock 1-2 days does not equal trend reversal. But green shoots after bleeding show some strength "
X Link 2026-02-07T21:43Z [----] followers, [--] engagements
"Window thesis is right. But "loading up" needs flow confirmation: ETF buyers showing up (2 days green need 5+) Stablecoins returning (Still -$14B) Smart money deploying (Still in cash) Setup = cheap prices ✅ Signal = capital returning ❌ Both needed. One without other is early imo. https://twitter.com/i/web/status/2020255180525113460 https://twitter.com/i/web/status/2020255180525113460"
X Link 2026-02-07T21:55Z [----] followers, [--] engagements
"Market structure fixes liquidation casino problem. But liquidations aren't bugs they're features of leverage. Feb 5: $2.2B liquidated = forced deleveraging Result: Cleaner market structure for institutional capital Market Structure Bill enables TradFi participation. But volatility doesn't disappear. Just gets regulated. https://twitter.com/i/web/status/2020256487210193260 https://twitter.com/i/web/status/2020256487210193260"
X Link 2026-02-07T22:00Z [----] followers, [---] engagements
"@JamesEastonUK Coinbase premium spiking is US retail/institutional buying pressure. This diverged from spot during Feb [--] crash (Coinbase held better). If premium sustains elevated confirms $330M ETF buying is real demand not just rebalancing. Signal vs noise. Watching if this holds"
X Link 2026-02-07T22:01Z [----] followers, [----] engagements
"Quinten you are early to the move but directionally right. Macro setup you're describing is correct (QT ending rate cuts coming liquidity cycle turning). But the timing bro Flows aren't confirming it yet. Stablecoins: -$14B (capital leaving not entering) Smart money: Still in cash (not rotating to alts) BTC needs to lead first (alts follow never lead) Your thesis plays out when: ✅ Stablecoins flip positive ✅ BTC confirms $60K hold ✅ Smart money rotates back You're right about macro SETUP Flows need to confirm the SIGNAL Rooting for your conviction. Just watching for entry confirmation."
X Link 2026-02-08T10:14Z [----] followers, [---] engagements
"Bullish for [----] but flow data shows why we're here now: Feb [--] capitulation: 241K BTC moved to exchanges (Feb 4-6) 100K+ BTC from short-term holders (Binance alone) 27K BTC inflows on Coinbase Advanced (institutions) That's real forced selling. Not sentiment. Actual liquidations. Q1 [----] thesis needs capital to return first. Right now: still digesting 241K BTC that hit exchanges last week. Bullish long-term. Timing short-term. Thanks to @Darkfost_Coc for sharing the flow data. Its gold. https://twitter.com/i/web/status/2020446572555784352 https://twitter.com/i/web/status/2020446572555784352"
X Link 2026-02-08T10:36Z [----] followers, [---] engagements
"Sentiment flipped because holder composition changed. [----] $69K: Retail euphoria leverage maxed [----] $69K: Post-capitulation 241K BTC dumped to exchanges in [--] days Same price. Different flows. Feb 6: 100K+ STH inflows to Binance forced selling Now: Institutions bought $330M at $60K When bears call $40K at $69K after 50% flush that's usually late. You are right Greeny Its an emotional market fortunately for me tracking Flows is helping me navigate it https://twitter.com/i/web/status/2020447233997504654 https://twitter.com/i/web/status/2020447233997504654"
X Link 2026-02-08T10:38Z [----] followers, [---] engagements
"Max leverage short at $70K after 241K BTC capitulation last week That's fading the bottom not riding the trend. Feb 6: 100K+ BTC hit Binance (STH capitulation) Feb 6: $330M ETF inflow (institutions bought it) When forced sellers exhaust and institutions position shorting max leverage is a widow maker trade. $800 to liq is tight. https://twitter.com/i/web/status/2020447757392028016 https://twitter.com/i/web/status/2020447757392028016"
X Link 2026-02-08T10:40Z [----] followers, [---] engagements
"$750M loss on ETH one of the largest single position capitulation. This is what forced selling at scale looks like. Not retail panic institutional liquidation. When a $2B position unwinds completely that's supply exhaustion not distribution. $44M sold today is the final cleanup. Forced sellers done one less overhang. Now pump it Ted ;) https://twitter.com/i/web/status/2020454324644569578 https://twitter.com/i/web/status/2020454324644569578"
X Link 2026-02-08T11:07Z [----] followers, [---] engagements
"While BTC bled -50% productive crypto infrastructure kept scaling: Prediction markets: Exponential growth Stablecoin addresses: 60M+ (vertical) DeFi users: 300M+ Perpetual volume: Record highs "No use cases" = didn't check the data. Price follows narrative. Fundamentals follow usage. Usage never stopped growing. https://twitter.com/i/web/status/2020461676177281495 https://twitter.com/i/web/status/2020461676177281495"
X Link 2026-02-08T11:36Z [----] followers, [----] engagements
"Strip away the philosophy debate here's the market test: Financial crypto: ✅ Survived regulation ✅ Survived scams ✅ Survived -80% drawdowns ✅ Bottoms-up adoption Non-financial crypto (gaming media "web3"): ❌ Failed despite ZIRP funding ❌ Failed despite less regulatory scrutiny ❌ Top-down investor thesis not user demand Your point: Stop pretending regulation killed web3 gaming. Users killed it by not wanting it. Crypto's successful use cases (2008-2024): Bitcoin (store of value) Stablecoins ($200B market) DeFi ($100B+ TVL) Prediction markets (Polymarket $10B+ volume) ICOs/capital formation"
X Link 2026-02-08T11:37Z [----] followers, [---] engagements
"Agree: Forced deleveraging = spark. The data: 241K BTC to exchanges (Feb 4-6) 100K+ from STH on Binance alone $2.2B liquidations in 24hrs Trend Research final $44M ETH sale today ETF outflows + whale selling + tech correlation = fuel after leverage snapped. When 241K BTC gets force-dumped in [--] hours price just hunts liquidity. Cascade complete. Now watching if buyers defend $60K-$70K. https://twitter.com/i/web/status/2020470915922895178 https://twitter.com/i/web/status/2020470915922895178"
X Link 2026-02-08T12:12Z [----] followers, [---] engagements
"Exactly this. Feb 4-6: 241K BTC hit exchanges forced liquidation event HK hedge fund(s) blown up mechanical selling not conviction loss CT response: "Crypto is dead" / "Going to zero" When forced sellers exhaust sentiment stays bearish while smart money positions. $330M ETF inflow Feb [--] = institutions bought the forced selling. Technical events create bottoms. Sentiment confirms them [--] months later. https://twitter.com/i/web/status/2020471101848014883 https://twitter.com/i/web/status/2020471101848014883"
X Link 2026-02-08T12:13Z [----] followers, [---] engagements
"Horsley's right: Institutions see $70K as opportunity. The receipts: Bitwise: $100M inflows Monday at $77K BlackRock: $231M Friday Feb 6: $330M total ETF inflow at $60K "New crack at the apple" isexactly what the flow data shows. Long-term holders unsure (sentiment). Institutions buying (flows). When those diverge this extremely flows win. Price follows conviction not comfort. https://twitter.com/i/web/status/2020532134771871802 https://twitter.com/i/web/status/2020532134771871802"
X Link 2026-02-08T16:16Z [----] followers, [---] engagements
"Last week proved Vijay's point exactly. 50X leverage = why 241K BTC hit exchanges Feb 4-6: $2.2B liquidations in 24hrs 100K+ STH forced selling on Binance Trend Research $750M ETH loss When leverage snaps it doesn't matter if you're right directionally. You're just forced out at worst prices. Feb 6: Institutions bought $330M at $60K (no leverage). Leveraged traders: Liquidated. Coinbase adding 50X is adding more fuel for next cascade. Irresponsible is accurate. https://twitter.com/i/web/status/2020534370235269598 https://twitter.com/i/web/status/2020534370235269598"
X Link 2026-02-08T16:25Z [----] followers, [---] engagements
"STH already flushed (Feb 4-6: 241K BTC to exchanges) Now testing early LTH: 6-12m holders: $103K cost basis (underwater -32%) 12-18m holders: $85K cost basis (underwater -18%) 18m-2yr holders: $63K cost basis (held) $63K support is where older hands said "not selling." When newer LTH age their coins despite being underwater that's conviction not capitulation. Price found support where conviction started. Good data. Following for more on-chain context. https://twitter.com/i/web/status/2020535176510505230 https://twitter.com/i/web/status/2020535176510505230"
X Link 2026-02-08T16:28Z [----] followers, [---] engagements
"@TedPillows Digital gold : store of value Digital oil : infrastructure fuel Digital casino : speculation hub Hyperliquid: digital perp infrastructure that actually works"
X Link 2026-02-08T16:35Z [----] followers, [---] engagements
"Coinbase premium flip is the flow signal I've been watching. The data: Jan 14-Feb 5: Premium -0.25% (3 weeks US absent during crash) Feb 7: Flipped positive +0.026% Today: Going vertical Translation: US institutions sat out the entire $95K $68K dump. Now paying PREMIUM to accumulate at $70K. This confirms the $330M ETF inflow Feb [--] wasn't one-day anomaly. When US market goes from [--] weeks absent to aggressive premium buying in 48hrs that's regime shift. Either front-running CLARITY Act (Feb [--] White House meeting) positioning for strategic reserve or institutions done waiting. Probably all"
X Link 2026-02-08T17:54Z [----] followers, [---] engagements
"Denial vs complacency debate misses the flow signal. Feb 4-6: 241K BTC hit exchanges forced selling (capitulation) Feb 6-8: $330M+ ETF inflows = institutions buying Retail sees: Bounce as complacency Institutions see: Discount as accumulation When US Coinbase premium flips positive after [--] weeks negative that's not denial. That's positioning. Market psychology lags flow reality by weeks. Both could be right on different timeframes. https://twitter.com/i/web/status/2020558267328438678 https://twitter.com/i/web/status/2020558267328438678"
X Link 2026-02-08T18:00Z [----] followers, [---] engagements
"Channel support at $2089 technical level. Flow context adds timing: Trend Research final $44M ETH sale today (ended $750M loss) ETH treasury companies: All gains erased One of the Largest forced seller this cycle is done TA shows where support is. Flows show largest seller just exited. If this holds as accumulation zone (not just bounce) forced selling exhaustion + technical support = setup complete. "Basement snack" later is retest. Watching the flows to confirm which. https://twitter.com/i/web/status/2020558859748696275 https://twitter.com/i/web/status/2020558859748696275"
X Link 2026-02-08T18:02Z [----] followers, [----] engagements
"Weekly capitulation candle + flows confirm the setup. Your $65-70K range lines up with where institutions stepped in: Feb 6: $330M ETF inflow at $60K Coinbase premium flipped positive after [--] weeks negative 241K BTC forced to exchanges sellers exhausted Holding [----] ATH ($69K) : psychological + now institutional support level. Tests at $85K need flow confirmation: ✅ If ETF buyers sustain this week your range plays out ❌ If flows revert negative consolidation extends TA shows the candle. Flows show who's defending it. Both pointing same direction. I'm keenly watching."
X Link 2026-02-08T18:32Z [----] followers, [---] engagements
"$40K would need: ETF outflows resuming (opposite of what we're seeing) Stablecoins continuing to bleed (currently -$14B) Institutions exiting (they just started buying) Feb 6: $330M institutional inflow at $60K they think it's cheap here. Not impossible. But flows would need to reverse hard. More likely: $60K-$70K range for weeks while flows confirm bottom. Watch this week's ETF data Mike. https://twitter.com/i/web/status/2020568957430743246 https://twitter.com/i/web/status/2020568957430743246"
X Link 2026-02-08T18:42Z [----] followers, [--] engagements
"@SatoshiFlipper We just need the ETF flows this week to confirm. Otherwise lower then higher"
X Link 2026-02-08T18:54Z [----] followers, [---] engagements
"Regulatory structure created the perverse incentive. Howey Test avoidance strip all rights zero accountability. Result: Treasuries became slush funds with no fiduciary duty. CLARITY Act would fix this by establishing: Disclosure requirements Transparency standards Actual legal frameworks for token rights When founders can't be held accountable retail becomes exit liquidity. Memecoin pivot makes sense: At least the lack of utility is honest. Feb [--] White House meeting on this exact issue. If CLARITY passes we get real token structures with actual rights. Until then: VCs dump founders pivot"
X Link 2026-02-08T19:16Z [----] followers, [---] engagements
"Slightly less extreme still extreme. But flows tell different story: Coinbase premium: Positive (US buying) ETF inflows: [--] days green 241K BTC forced selling: Complete Sentiment lags flows by weeks. Fear was [--] when institutions bought $330M. Fear is [--] when price recovered 15%. This is why flows sentiment. https://twitter.com/i/web/status/2020745251397280201 https://twitter.com/i/web/status/2020745251397280201"
X Link 2026-02-09T06:23Z [----] followers, [--] engagements
"Fed just announced gradual balance sheet expansion ($220-375B expected). China now ordering banks to reduce treasury exposure. Timing isn't coincidence. This is exactly the "financial war" scenario in @LynAldenContact newsletter tonight: Foreigners hold $9.3T treasuries China exits = Fed must backstop Baseline expansion accelerates Fed printed $6.5T last cycle. This could force bigger print than expected. Watching Feb [--] White House meeting closely. https://twitter.com/i/web/status/2020755667586265338 https://twitter.com/i/web/status/2020755667586265338"
X Link 2026-02-09T07:04Z [----] followers, [---] engagements
"@coinglass_com Exactly. OI flat = position rotation not new capital. Shorts closed longs opened net zero. Real breakout needs: Fresh OI increase Sustained ETF inflows Stablecoin supply turning positive Right now: Trading existing liquidity not adding new liquidity. Setup vs signal"
X Link 2026-02-09T07:22Z [----] followers, [---] engagements
"SpaceX moon city is a $500B+ capex project. When mega-capex like this gets announced: Capital flows matter more than narrative Timelines always stretch (10 years 15+) Asset prices front-run by years Similar to AI capex: $340B Big Tech spending announced assets already priced it in. Narrative does not equal immediate flows. https://twitter.com/i/web/status/2020761111314702574 https://twitter.com/i/web/status/2020761111314702574"
X Link 2026-02-09T07:26Z [----] followers, [---] engagements
"Setup is here. Signal confirmation: Monday-Friday ETF flows (need sustained buying) Stablecoins stop bleeding (still -$14B) Fear stabilizes above [--] (currently 14) "Bear market" after -50% flush does not equal a "bear market" after slow bleed. One is forced selling (recovers faster). Other is conviction loss (takes time). This was forced selling. Your timing could be right. https://twitter.com/i/web/status/2020761605198274598 https://twitter.com/i/web/status/2020761605198274598"
X Link 2026-02-09T07:28Z [----] followers, [--] engagements
"Korea regulation + Bithumb error = forced cleanup. 620K phantom BTC briefly crashed price to $55K locally. This is why exchange transparency matters: Proof of reserves Real-time auditing Regulatory oversight When $5B+ weekly Korean equity inflows exist crypto regulation tightens. Capital protection innovation freedom. https://twitter.com/i/web/status/2020761877886734561 https://twitter.com/i/web/status/2020761877886734561"
X Link 2026-02-09T07:29Z [----] followers, [--] engagements
"Boredom after capitulation has been the accumulation zone historically. 241K BTC forced to exchanges cleared sellers. Now watching: Monday-Friday ETF flows (need sustained buying) $60K-$70K range holds (institutions positioned here) Stablecoins stop bleeding Dips for buying IF flows confirm institutions defend. Your range thesis ($65-$70K bottom tests $85K) plays out if this week's data supports it. Setup vs signal. This week decides. https://twitter.com/i/web/status/2020792063743107148 https://twitter.com/i/web/status/2020792063743107148"
X Link 2026-02-09T09:29Z [----] followers, [---] engagements
"China reducing US treasury exposure Fed will be forced to backstop. @LynAldenContact "financial war" scenario playing out: Foreigners hold $9.3T treasuries China exits = Fed prints more Dollar pressure increases Feb [--] White House meeting on stablecoins suddenly more critical. When major creditors reduce exposure Fed balance sheet expansion accelerates beyond baseline. https://twitter.com/i/web/status/2020792728716468317 https://twitter.com/i/web/status/2020792728716468317"
X Link 2026-02-09T09:31Z [----] followers, [--] engagements
"Price psychology is instant but flows lag sentiment by weeks. Fear was [--] when institutions bought $330M at $60K. Fear is [--] now at $70K after 15% recovery. Retail Feels better when price up Institutions bought when price down This divergence is why flows sentiment imo. When fear drops from extreme while price barely moved it's noise not signal. Real shift is when sustained ETF flows + stablecoin inflows are returning. https://twitter.com/i/web/status/2020795004248043878 https://twitter.com/i/web/status/2020795004248043878"
X Link 2026-02-09T09:40Z [----] followers, [--] engagements
"Fear doubled from [--] to [--] in [--] hours. But context matters: Price: $69K (barely moved from $70K) Sentiment: "Less extreme fear" Flows: China reducing US treasuries Fed expanding balance sheet Sentiment reacting to small price change. Flows showing structural macro shifts. When fear drops on tiny price moves its reflexive not meaningful. Watching actual capital flows not just sentiment surveys. https://twitter.com/i/web/status/2020795115162255677 https://twitter.com/i/web/status/2020795115162255677"
X Link 2026-02-09T09:41Z [----] followers, [--] engagements
"BlackRock record volume is institutions trading not just holding Quinten. Exchange volume measures retail/traders. ETF volume measures institutions/allocators. When ETF volume exchange volume: Price discovery shifted Institutional flows matter more Old playbook (just watch exchanges) is incomplete This is exactly the market structure change. Flows over TA. Institutions over retail. https://twitter.com/i/web/status/2020799527255499047 https://twitter.com/i/web/status/2020799527255499047"
X Link 2026-02-09T09:58Z [----] followers, [--] engagements
"All three: Macro panic (Korea yen carry) Market structure stress (leverage cascade) Paper Bitcoin unwinding (derivatives flush) Created the Perfect storm Feb [--]. But ETF flows told different story: Feb 5: Outflows (panic) Feb 6: $330M inflows (conviction) When physical Bitcoin buyers step in during paper Bitcoin unwind = regime shift. That's the signal everyone missed. https://twitter.com/i/web/status/2020799886472491386 https://twitter.com/i/web/status/2020799886472491386"
X Link 2026-02-09T10:00Z [----] followers, [---] engagements
"Conviction backed by capital is different from hopium. The data: 241K BTC flushed to exchanges Feb [--] Institutions bought $330M at $60K Coinbase premium flipped positive Holders aged coins despite being underwater Stubborn is not delusional when you're deploying capital. When critics were loudest (Fear 6) institutions positioned. Salt mining works when you're buying not just holding. Conviction + flows = fuel. https://twitter.com/i/web/status/2020802618121986383 https://twitter.com/i/web/status/2020802618121986383"
X Link 2026-02-09T10:11Z [----] followers, [---] engagements
"Critical week for risk assets: Tuesday: Retail sales (consumer strength) Wednesday: Jobs (can economy handle higher rates) Friday: CPI (is inflation sticky) For crypto specifically: $COIN earnings Thursday = first post-crash quarter Retail sales = proxy for risk appetite CPI = Fed liquidity path Watching if data drives flows or if flows ignore macro noise. https://twitter.com/i/web/status/2020803435969274349 https://twitter.com/i/web/status/2020803435969274349"
X Link 2026-02-09T10:14Z [----] followers, [--] engagements
"RSI [--] + Fear [--] is technical extremes matched by flow extremes. [----] RSI 15: Slow accumulation 18-month recovery [----] RSI 15: Sharp flush fast recovery Difference is in the forced selling pattern. [----] had acute panic + institutional buying (MicroStrategy). [----] has acute panic + institutional buying (ETFs). Your consolidation thesis makes sense if: ✅ ETF flows sustain this week ✅ Stablecoins stop bleeding ✅ $60K-$70K holds TA shows the extreme. Flows show who's buying it. Both pointing in the same direction. https://twitter.com/i/web/status/2020806917136732630"
X Link 2026-02-09T10:28Z [----] followers, [---] engagements
"Tether has $23B gold + $120B treasury backing. This is the bridge: TradFi sees: Stablecoin backed by "real assets" Crypto sees: On-chain dollar with hard asset reserve When largest stablecoin issuer holds more gold than most countries: Validates hard asset thesis Shows crypto/TradFi convergence Proves reserves can be transparent Tether's balance sheet: $120B+ treasuries (Fed liquidity receiver) $23B gold (sovereign-level holder) $6B+ BTC (earlier accumulation) They're not a tech company. They're a shadow central bank with blockchain rails. When stablecoins start looking like CBs distinction"
X Link 2026-02-09T10:38Z [----] followers, [---] engagements
"Key signal buried in here: "Coinbase premium returns" This is the flow shift I've been tracking: [--] weeks negative (US absent during crash) Flipped positive Feb [--] Sustaining now When US premium returns + $331M BTC ETF inflow institutions positioning. Everything else is noise around that signal. https://twitter.com/i/web/status/2020827724969807934 https://twitter.com/i/web/status/2020827724969807934"
X Link 2026-02-09T11:50Z [----] followers, [--] engagements
"China pumping $456B domestic liquidity same week they told banks to reduce US treasury exposure. This is capital repatriation: Exit US assets Support domestic economy Reduce dollar dependence When major creditor turns inward Fed forced to fill gap. Feb [--] White House meeting timing makes more sense now. https://twitter.com/i/web/status/2020828106081079713 https://twitter.com/i/web/status/2020828106081079713"
X Link 2026-02-09T11:52Z [----] followers, [---] engagements
"First publicly traded agentic finance firm new category. AI offense (CFO Silvia) + BTC defense (treasury strategy). This is the convergence: AI automates operations BTC protects treasury from debasement Public markets get exposure to both When AI agents start managing corporate treasuries holding BTC exponential category. Watching this closely. https://twitter.com/i/web/status/2020850242460000353 https://twitter.com/i/web/status/2020850242460000353"
X Link 2026-02-09T13:20Z [----] followers, [----] engagements
"Strategy down -$5B unrealized = doesn't change behavior. Bought $90M MORE at $78K (above current price). This is 10-year capital deployment not trading: Average: $76K Current: $69K Response: Keep buying When largest public holder ignores short-term P&L = signal. Institutions don't trade volatility. They accumulate through it. https://twitter.com/i/web/status/2020850368112914787 https://twitter.com/i/web/status/2020850368112914787"
X Link 2026-02-09T13:20Z [----] followers, [---] engagements
"@APompliano Excited to watch the execution. Public markets finally getting pure play exposure to both trends simultaneously. Good luck with the integration Pomp 🤝"
X Link 2026-02-09T13:24Z [----] followers, [---] engagements
"Tether's $10B profit on $137B treasuries = exactly what Feb [--] White House meeting is about. The conflict: Banks say: Yield-bearing stablecoins will drain $6T+ deposits from banking system Crypto says: Why should Tether keep all the yield instead of holders Jupiter's $JUPUSD = forcing the issue. If users can get 4% on stablecoins vs 0.3% in savings accounts: Banking model breaks Capital flows to crypto rails Regulatory fight intensifies Two outcomes: [--]. Banks win regulation = yield banned Tether keeps profits innovation blocked [--]. Crypto wins = yield-bearing stablecoins scale banking"
X Link 2026-02-09T15:52Z [----] followers, [---] engagements
"Bump and Run Reversal targeting $90K is the technical setup. But needs flow confirmation: ✅ Institutions buying (Strategy $90M Binance $730M) ✅ Coinbase premium: Positive ✅ New whale accumulation: Vertical spike (chart shows it) TA shows pattern. Flows show fuel. Both aligned your $90K thesis has legs. Watching if trendline holds. https://twitter.com/i/web/status/2020893257337618487 https://twitter.com/i/web/status/2020893257337618487"
X Link 2026-02-09T16:11Z [----] followers, [---] engagements
"Miners pivoting to AI shows capital following returns. The data confirms it: Mining difficulty: -11% (largest drop since 2021) Bitfarms stock: Up on AI pivot announcement Markets rewarding AI BTC mining This is short-term rational long-term questionable. When miners exit less selling pressure (bullish for BTC). Also means: Hash rate drops network less secure (concern). But here's the flip: If BTC rallies miners come back fast. $70K mining barely profitable. $100K+ mining prints money again. Capital is mercenary. Follows momentum. Right now: AI hot BTC mining cold. [--] months from now if BTC"
X Link 2026-02-09T16:12Z [----] followers, [---] engagements
"This is EXACTLY the point from my tweet earlier. Feb 5: Cleanest liquidation event in crypto history. What DIDN'T happen: ❌ No exchange insolvencies ❌ No protocol failures ❌ No stablecoin depegs ❌ No contagion cascade $2.2B liquidations processed smoothly. DeFi infrastructure stress test = PASSED. Compare to: [----] COVID: BitMEX liquidation engine broke 2022: Luna Celsius 3AC collapsed 2026: Everything worked To use your example Sky kept operating through -50% crash this is what mature infrastructure looks like. When you can flush 241K BTC to exchanges and nothing breaks the system works. Old"
X Link 2026-02-09T16:22Z [----] followers, [--] engagements
"XRP SOPR [--] = holders realizing losses. This mirrors BTC's Feb [--] pattern: Forced selling complete Holders capitulating Cost basis lost When SOPR drops below [--] for extended period pain transferring from weak to strong hands. Sep 2021-May [----] precedent Prolonged consolidation then recovery. Setup is forming. Signal needs confirmation. https://twitter.com/i/web/status/2020898041884995838 https://twitter.com/i/web/status/2020898041884995838"
X Link 2026-02-09T16:30Z [----] followers, [---] engagements
"Monday ETF flows thesis confirmed. BTC: +$227M (4th day positive) ETH: -$112M (still bleeding) SOL: -$12M (small) The divergence matters: BTC institutions buying while alts bleed flight to quality. 7-day still negative BUT: Trend reversing (4 days positive vs weeks negative) Size increasing ($331M Fri $227M Mon) Coinbase premium: Sustained positive When 1-day flows flip positive for [--] consecutive days after weeks negative institutional re-entry confirmed. Not euphoria. Just accumulation starting imo. https://twitter.com/i/web/status/2020900926643429472"
X Link 2026-02-09T16:41Z [----] followers, [--] engagements
""Not trusting the pump" after [--] days of institutional buying is reasonable skepticism. The test will be this week's data Ivan. Wed: NFP (jobs) Fri: CPI (inflation) If macro cooperates + institutions sustain buying is real. If macro disappoints + ETF flows revert then its a trap. Data is showing setup ($227M Mon $331M Fri). This week shows signal. Trust flows not price only. https://twitter.com/i/web/status/2020901185528439190 https://twitter.com/i/web/status/2020901185528439190"
X Link 2026-02-09T16:42Z [----] followers, [--] engagements
"But Feb [--] was one of hardest test yet for institutional BTC. -50% in [--] months with $128B ETF AUM is unprecedented. Old BTC: Retail panic exchanges fail New BTC: Institutions buy infrastructure holds The +200% built the infrastructure. The -50% tested it. The rebound proves it works. Next [--] years is a different ball game Pomp. https://twitter.com/i/web/status/2020901436880466035 https://twitter.com/i/web/status/2020901436880466035"
X Link 2026-02-09T16:43Z [----] followers, [---] engagements
"ECB keeping rates at 2% despite 1.7% inflation looks like a coordinated global easing resistance. While Fed expands balance sheet ECB holds tight. This creates: Euro strength vs dollar Rate differential Capital flow dynamics For risk assets: Fed easing ECB hawkishness. Liquidity matters more than rates. https://twitter.com/i/web/status/2020901585069465715 https://twitter.com/i/web/status/2020901585069465715"
X Link 2026-02-09T16:44Z [----] followers, [---] engagements
"Bullish on setup. Watching for the signal confirmation: ✅ ETF flows: [--] days positive (+$227M Mon) ✅ Institutions: Accumulating (Strategy Binance) ✅ Forced selling: Complete (241K BTC flushed) ✅ Coinbase premium: Sustained positive Waiting on: Wed NFP (jobs data) Fri CPI (inflation) ETF flows sustain vs revert Setup is complete. Signal is forming. Being bullish with receipts being bullish with hope. The data supports your thesis Kaleo. LFG https://twitter.com/i/web/status/2020903074198667353 https://twitter.com/i/web/status/2020903074198667353"
X Link 2026-02-09T16:50Z [----] followers, [---] engagements
"NY Fed inflation expectations collapsing is the green light for Fed easing. Chart shows: 1-year expectations back to 3% (lowest since mid-2025). When inflation expectations fall while Fed already expanding balance sheet ($220-375B) easing cycle confirmed without official cuts. For risk assets this is the macro backdrop that supports Bernstein's $150K thesis. Lower inflation expectations + Fed printing + institutional positioning is fuel added. Fri CPI confirms or contradicts chart. Now is the time to pay attention https://twitter.com/i/web/status/2020903339186167868"
X Link 2026-02-09T16:51Z [----] followers, [--] engagements
"Fed's Waller saying CLARITY "stalled in Congress" same week as Feb [--] White House crypto meeting = interesting timing. Two reads: [--]. Actual stall (legislative gridlock banks lobbying against) [--]. Political negotiation (Waller signaling Fed wants clarity before Warsh takes over May) The stakes: Banks: Oppose yield-bearing stablecoins (threatens $6T deposits) Crypto: Needs legal clarity to unlock $3T institutional capital Waller's comment could mean: Fed wants rules BEFORE Warsh/Bessent coordination begins Or banks successfully slowing it down Or Feb [--] meeting is attempt to unstall it Context"
X Link 2026-02-09T19:17Z [----] followers, [----] engagements
"Coinbase premium holding BTC while other exchanges sell is the US institutions vs global retail imo This is the divergence: Offshore: Net sellers (retail Asia) Coinbase: Net buyers (US institutions) When one exchange holds the bid alone it's fragile but meaningful. Fragile because If Coinbase pulls the bid there is no support MeaningfulUS capital is defending levels https://twitter.com/i/web/status/2020952259387855047 https://twitter.com/i/web/status/2020952259387855047"
X Link 2026-02-09T20:05Z [----] followers, [---] engagements
"I spend 10+ hours/week tracking institutional flows across exchanges and whale wallets. Every week I distill it into a [--] minute intelligence report: Where smart money is moving ✅ What the flows actually mean ✅ One actionable takeaway. ✅ First issue just dropped today. Link in bio https://twitter.com/i/web/status/2021148352843305417 https://twitter.com/i/web/status/2021148352843305417"
X Link 2026-02-10T09:04Z [----] followers, [---] engagements
"Interesting call but the accumulation data doesn't support it yet. BTC inflows to accumulation addresses just hit levels we haven't seen since [----]. Historically when accumulation spikes like this during fear we're closer to a local bottom than a 50% drawdown. The flow data tells a different story than the charts alone"
X Link 2026-02-10T09:29Z [----] followers, [----] engagements
"The regulatory clarity around stablecoin yield is the institutional unlock nobody is pricing in. Once banks can interact with stablecoins under clear rules the on-chain flow data is going to shift dramatically. Watch exchange stablecoin reserves over the next [--] days for early signals https://twitter.com/i/web/status/2021156295454142877 https://twitter.com/i/web/status/2021156295454142877"
X Link 2026-02-10T09:36Z [----] followers, [---] engagements
"@star_okx Both right. Different responsibilities. DEX = permissionless tool user assumes risk CEX = custodian must protect users But the line blurs when CEXs compete on "we list everything" narrative. Can't claim bank-level custody + Wild West listing standards. Pick one"
X Link 2026-02-10T11:12Z [----] followers, [----] engagements
"4th time ever and the previous three all led to massive rallies within 60-90 days. What makes this one interesting from a flow perspective accumulation addresses are absorbing supply at historic rates right now. RSI oversold + aggressive smart money accumulation is about as clean a setup as the data gives you. https://twitter.com/i/web/status/2021471032805118419 https://twitter.com/i/web/status/2021471032805118419"
X Link 2026-02-11T06:27Z [----] followers, [---] engagements
"@wiseadvicesumit What the strong hands are actually doing right now onchain data shows top PnL wallets (the ones with proven track records) net bought $88M in ETH last week alone. Fresh wallets pushed $393M in. The weak hands are loud on the timeline. The strong hands are quiet in the data"
X Link 2026-02-11T06:30Z [----] followers, [--] engagements
"Soft CPI in China + soft PPI narrative = more liquidity coming. Every time China has leaned into monetary easing while crypto sits at extreme fear levels the bounce has been violent. The macro setup is quietly building a case for risk assets while everyone stares at the red candles. https://twitter.com/i/web/status/2021471950015472031 https://twitter.com/i/web/status/2021471950015472031"
X Link 2026-02-11T06:30Z [----] followers, [--] engagements
"This is the chart that should be getting more attention than anything else on the timeline right now. Price below accumulation realized price AND those same addresses accelerating their buying. They're averaging down with conviction not panic selling into the loss. Last time this setup appeared ETH was sub-$1000. We know what happened next. https://twitter.com/i/web/status/2021474425191715044 https://twitter.com/i/web/status/2021474425191715044"
X Link 2026-02-11T06:40Z [----] followers, [---] engagements
"The IGV correlation is real on high timeframes but breaks down exactly when it matters most during capitulation events. Last week BTC briefly decorrelated from equities before re-syncing on the bounce. The wallets with the best track records were buying that decorrelation window specifically. The correlation framework works until the flow data overrides it. https://twitter.com/i/web/status/2021474782378684724 https://twitter.com/i/web/status/2021474782378684724"
X Link 2026-02-11T06:41Z [----] followers, [---] engagements
"The pattern is real but the mechanism is different this time and that matters. Previous recoveries were driven by new retail waves discovering BTC. This cycle has ETFs corporate treasuries sovereign wealth funds and $257B in stablecoins sitting on the sidelines. The recovery engine is fundamentally different and arguably faster imo. The accumulation address data right now looks more like late [----] than any of the slower recovery periods. The wealth transfer is happening it's just quieter because it's institutional this time https://twitter.com/i/web/status/2021504544337752239"
X Link 2026-02-11T08:40Z [----] followers, [--] engagements
"@TedPillows Grayscale buying $13.3M instead of selling is the detail people should focus on. For months the narrative was Grayscale outflows crushing ETH. That's flipped. Institutional money is accumulating ETH through regulated vehicles during extreme fear. Quiet hands loud conviction"
X Link 2026-02-11T08:42Z [----] followers, [---] engagements
"This is quietly one of the most significant infrastructure developments of the year. Tokenized money market fund shares as trading collateral means institutional capital can earn yield AND trade simultaneously. That's the bridge between TradFi and crypto that makes the next wave of institutional flow permanent not cyclical. The collateral layer is what turns temporary crypto allocations into structural positions https://twitter.com/i/web/status/2021505502690066479 https://twitter.com/i/web/status/2021505502690066479"
X Link 2026-02-11T08:44Z [----] followers, [--] engagements
"The BTC/XAU ratio is the chart more people should be watching instead of BTC/USD. Gold just hit ATH while BTC is at -52% from ATH that divergence is at a historic extreme. Every previous reversion from this kind of extreme in the ratio favored BTC massively. If you believe BTC is a digital store of value at all the relative pricing right now is screaming https://twitter.com/i/web/status/2021505653223649509 https://twitter.com/i/web/status/2021505653223649509"
X Link 2026-02-11T08:44Z [----] followers, [--] engagements
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