#  @LDNCryptoClub LondonCryptoClub LondonCryptoClub posts on X about bitcoin, crypto, market, liquidity the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1429003598432808967/interactions)  - [--] Week [------] -49% - [--] Month [-------] +59% - [--] Months [---------] +72% - [--] Year [----------] +20% ### Mentions: [--] [#](/creator/twitter::1429003598432808967/posts_active)  - [--] Week [--] -38% - [--] Month [---] +18% - [--] Months [-----] +62% - [--] Year [-----] -14% ### Followers: [------] [#](/creator/twitter::1429003598432808967/followers)  - [--] Week [------] -0.15% - [--] Month [------] +0.75% - [--] Months [------] +21% - [--] Year [------] +38% ### CreatorRank: [-------] [#](/creator/twitter::1429003598432808967/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 65.06% [cryptocurrencies](/list/cryptocurrencies) 34.34% [countries](/list/countries) 9.64% [stocks](/list/stocks) 6.02% [currencies](/list/currencies) 4.82% [automotive brands](/list/automotive-brands) 4.82% [exchanges](/list/exchanges) 3.01% [technology brands](/list/technology-brands) 1.81% [travel destinations](/list/travel-destinations) 1.81% [financial services](/list/financial-services) 1.2% **Social topic influence** [bitcoin](/topic/bitcoin) #4079, [crypto](/topic/crypto) #1485, [market](/topic/market) 21.08%, [liquidity](/topic/liquidity) #2404, [fed](/topic/fed) #54, [in the](/topic/in-the) 12.05%, [inflation](/topic/inflation) 7.23%, [global](/topic/global) 7.23%, [data](/topic/data) 6.63%, [currency](/topic/currency) 6.63% **Top accounts mentioned or mentioned by** [@btcnpepe](/creator/undefined) [@misterspread](/creator/undefined) [@optionsinsight](/creator/undefined) [@blknoiz06](/creator/undefined) [@ian20002](/creator/undefined) [@gsm739](/creator/undefined) [@peruvianbull](/creator/undefined) [@briangobosox](/creator/undefined) [@thestalwart](/creator/undefined) [@alexfazel](/creator/undefined) [@blockchainchick](/creator/undefined) [@raoulgmi](/creator/undefined) [@jackfarley96](/creator/undefined) [@cryptobitlord7](/creator/undefined) [@wuwei113](/creator/undefined) [@expfunction](/creator/undefined) [@evanss6](/creator/undefined) [@josephwang](/creator/undefined) [@aeybobby](/creator/undefined) [@lynaldencontact](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Ethereum (ETH)](/topic/ethereum) [Solana (SOL)](/topic/solana) ### Top Social Posts Top posts by engagements in the last [--] hours "Thursday Top Crypto News In one short thread" [X Link](https://x.com/LDNCryptoClub/status/2019321565469634974) 2026-02-05T08:05Z 26.8K followers, [----] engagements "Everyone distracted by Trump tariff noise (which surely we all know the game now) Yet those PCE inflation numbers Headline at 2.1% (basically inflation at target) Core PCE at 2.5% down from 2.7% and the lowest since April [----] Supercore (services inflation excluding housing) is now negative for first time since Covid Whilst Trump also looks set to run Biden level deficits we have a very similar Goldilocks backdrop Resilient growth disinflationary economy All the while global rate cutting cycle continues and global liquidity is ramping Record highs for stocks are coming Bitcoin will revert" [X Link](https://x.com/anyuser/status/1928442403255672909) 2025-05-30T13:24Z 26.8K followers, [----] engagements "As we enter this next phase of the bull market please can we stress no excessive leverage You leveraged degens will spoil it for the rest of us when youre getting liquidated" [X Link](https://x.com/anyuser/status/1973458200717590894) 2025-10-01T18:41Z 26.8K followers, [----] engagements "Are we REALLY selling risk on Trump tariff threats Have we learned nothing Maybe Bessents hedge fund mates who were underperforming asked for a dip to buy and get long into 🤔" [X Link](https://x.com/anyuser/status/1976680014021382442) 2025-10-10T16:03Z 26.8K followers, [----] engagements "New Edition of Connecting the Dots - Out Now We cover the current macro environment Fed Chair Warsh and what may have caused last weeks crypto capitulation. Join [----] traders and read it here 👇 https://londoncryptoclub.substack.com/p/connecting-the-dots-75b https://londoncryptoclub.substack.com/p/connecting-the-dots-75b" [X Link](https://x.com/LDNCryptoClub/status/2020551011383865685) 2026-02-08T17:31Z 26.8K followers, 14.1K engagements "According to Artemis data onchain trading platform Hyperliquid has surpassed Coinbase in trading volume. In terms of notional volume Coinbase recorded $1.4 trillion while Hyperliquid reached $2.6 trillion nearly twice as much. Year-to-date price performance also shows a sharp divergence with Hyperliquid up 31.7% and Coinbase down 27.0% resulting in an approximately 58.7% gap in the short term. https://twitter.com/i/web/status/2021137351091552424 https://twitter.com/i/web/status/2021137351091552424" [X Link](https://x.com/LDNCryptoClub/status/2021137351091552424) 2026-02-10T08:21Z 26.8K followers, [---] engagements "Last week digital asset investment products saw $952m in outflows the first in four weeks" [X Link](https://x.com/LDNCryptoClub/status/2003039684314956050) 2025-12-22T09:47Z 26.8K followers, [----] engagements "Meanwhile as the Treasury effectively buys MBS The Feds maturing portfolio of MBS (circa 20bn a month) is being reinvested into treasuries The Fed are also buying 40bn a month of T-bills Not QE QE NEW: Trump says he's instructing unnamed representatives to buy $200 billion in MBS in a bid to narrow mortgage spreads and bring down rates. https://t.co/gTX89jVCfi NEW: Trump says he's instructing unnamed representatives to buy $200 billion in MBS in a bid to narrow mortgage spreads and bring down rates. https://t.co/gTX89jVCfi" [X Link](https://x.com/LDNCryptoClub/status/2009409901378912558) 2026-01-08T23:40Z 26.8K followers, [----] engagements "Sunday Top Crypto News In one short thread" [X Link](https://x.com/LDNCryptoClub/status/2015321283601342482) 2026-01-25T07:10Z 26.8K followers, [----] engagements "If you're looking at global markets you must be tuned into the macro especially at the moment Check out our FREE newsletter for our weekly deep dive - new edition just out 👇 https://londoncryptoclub.substack.com/p/connecting-the-dots-d2a https://londoncryptoclub.substack.com/p/connecting-the-dots-d2a" [X Link](https://x.com/LDNCryptoClub/status/2015499388135547202) 2026-01-25T18:57Z 26.8K followers, 30K engagements "Wednesday Top Crypto News In one short thread" [X Link](https://x.com/LDNCryptoClub/status/2016415114799329362) 2026-01-28T07:36Z 26.8K followers, [----] engagements "Currency wars Trumps comments on the dollar yesterday reinforce the plan with Bessent for a weaker dollar in order to increase competitiveness and stimulate growth Clearly the ECB are becoming uncomfortable with the relative strength of the EUR RBA and PBOC will equally have concerns around export competitiveness We always say a weak dollar is the cure for all ails in the global economy Its hugely stimulative and sparks a flywheel effect for global liquidity When the likes of ECB or PBOC try to slow currency strength they do so by essentially printing their own currency to buy dollars This" [X Link](https://x.com/LDNCryptoClub/status/2016531144548794415) 2026-01-28T15:17Z 26.8K followers, 13K engagements "Thursday Top Crypto News In one short thread" [X Link](https://x.com/LDNCryptoClub/status/2016792422135546296) 2026-01-29T08:35Z 26.8K followers, [----] engagements "Yesterday Bitcoin spot ETFs recorded a total net outflow of $19.64 million. Ethereum spot ETFs recorded a total net inflow of $28.10 million. Solana spot ETFs recorded a total net inflow of $6.69 million" [X Link](https://x.com/LDNCryptoClub/status/2016792424626991226) 2026-01-29T08:35Z 26.8K followers, [---] engagements "SEC Chair Paul Atkins stated that crypto innovation exemptions (covering tokenized securities DeFi etc.) may not be released this month or next as they are being handled cautiously; he had previously hoped for a January release. Wall Street firms JPMorgan Citadel and SIFMA met with the SEC's crypto task force to express concerns about the exemptions' economic impact. https://twitter.com/i/web/status/2017134762209525890 https://twitter.com/i/web/status/2017134762209525890" [X Link](https://x.com/LDNCryptoClub/status/2017134762209525890) 2026-01-30T07:16Z 26.8K followers, [---] engagements "The U.S. Department of Justice announced that last week it obtained legal title to over $400 million in cryptocurrencies real estate and monetary assets related to the darknet mixing service Helix" [X Link](https://x.com/LDNCryptoClub/status/2017134764994486643) 2026-01-30T07:16Z 26.8K followers, [---] engagements "The US have Scott Bessent hedge fund titan worked at Soros with Drukenmiller running the treasury Kevin Warsh investment banker also worked alongside Stan Drukenmiller about to run the Fed The UK have Andrew Bailey academic before joining the BoE in [----] Rachel from accounts cashier and junior analyst at the BoE before moving into a career in politics running the UK treasury If you had to which combo would you bet on being more successful Tough one isnt it 🤔 https://twitter.com/i/web/status/2017246256347681056 https://twitter.com/i/web/status/2017246256347681056" [X Link](https://x.com/LDNCryptoClub/status/2017246256347681056) 2026-01-30T14:39Z 26.8K followers, [----] engagements "What does everything think having biggest impact on Bitcoin this weekend Warsh and the fear of balance sheet and liquidity contraction under his tenure Government shut down and liquidity draining impact of a rising TGA Maybe a bit of both" [X Link](https://x.com/LDNCryptoClub/status/2017929536336175417) 2026-02-01T11:54Z 26.8K followers, [----] engagements "Nice prediction market stats Prediction markets exceeded $12 billion in volume in January setting a new all-time high. Among them Kalshi Polymarket Opinion and Probable each surpassed $1 billion in volume. At the same time prediction markets generated more than $11 million in on-chain fees in January with Opinion contributing $6.14 million and Polymarket contributing $2.62 million. https://twitter.com/i/web/status/2017984943243096463 https://twitter.com/i/web/status/2017984943243096463" [X Link](https://x.com/LDNCryptoClub/status/2017984943243096463) 2026-02-01T15:34Z 26.8K followers, [----] engagements "@peruvian_bull lol - a dictatorship without freely open capital markets wanting to be a reserve currency" [X Link](https://x.com/LDNCryptoClub/status/2018048404216033502) 2026-02-01T19:46Z 26.8K followers, [----] engagements "This is spot on from @briangobosox and articulates what weve been saying The Fed balance sheet expansion isnt a policy choice that Warsh can come in and reverse Its a necessity as an implicit function of how the current financial system and its funding mechanics operate 👇 Kevin Warsh has an unheathly obsession with the Fed's balance sheet but he's unlikley to be able to do much about it. https://t.co/3il6rfkz5y Kevin Warsh has an unheathly obsession with the Fed's balance sheet but he's unlikley to be able to do much about it. https://t.co/3il6rfkz5y" [X Link](https://x.com/LDNCryptoClub/status/2018261488608100447) 2026-02-02T09:53Z 26.8K followers, [----] engagements "According to Bloomberg a portion of U.S. spot Bitcoin ETF investors are currently sitting on paper losses. Data shows that ETF-based buyers entered at an average cost of around $84100 per Bitcoin implying unrealised losses of roughly 8%9% at current prices near $79000" [X Link](https://x.com/LDNCryptoClub/status/2018598691301384335) 2026-02-03T08:13Z 26.8K followers, [---] engagements "Galaxy Digital research head Alex Thorn said Bitcoins recent weakness suggests it could drift lower over the coming weeks or months toward the 200-week moving average near $58000. He noted that 46% of BTC supply is currently underwater with a clear supply gap between $70k$80k https://twitter.com/i/web/status/2018598693604061407 https://twitter.com/i/web/status/2018598693604061407" [X Link](https://x.com/LDNCryptoClub/status/2018598693604061407) 2026-02-03T08:13Z 26.8K followers, [---] engagements "Bitcoin just feels like it wants to take a look sub 70k One final capitulation maybe" [X Link](https://x.com/LDNCryptoClub/status/2018758446938513659) 2026-02-03T18:48Z 26.8K followers, [----] engagements "The report highlighted significant user adoption adding [----] million new estimated users in the fourth quarter to reach a total of [-----] million users worldwide. The quarter marked the eighth consecutive quarter in which the stablecoin added more than [--] million users" [X Link](https://x.com/LDNCryptoClub/status/2019321571039670553) 2026-02-05T08:05Z 26.8K followers, [---] engagements ".S. Treasury Secretary Scott Bessent said during a congressional hearing that the U.S. will retain Bitcoin obtained through asset seizures but will not direct private banks to buy BTC during market downturns or bail out Bitcoin" [X Link](https://x.com/LDNCryptoClub/status/2019321574017679767) 2026-02-05T08:05Z 26.8K followers, [---] engagements "In an exchange with California Congressman and longtime crypto critic Brad Sherman Bessent stressed that neither he nor the Financial Stability Oversight Council has such authority adding that seized BTC held by the government has grown in value from about $500 million to over $15 billion. https://twitter.com/i/web/status/2019321577335132241 https://twitter.com/i/web/status/2019321577335132241" [X Link](https://x.com/LDNCryptoClub/status/2019321577335132241) 2026-02-05T08:05Z 26.8K followers, [---] engagements "Now were getting the Tether FUD feels ever closer to the low Thats have one more decent flush out and we can then start having nice things again" [X Link](https://x.com/LDNCryptoClub/status/2019381131142173003) 2026-02-05T12:02Z 26.8K followers, [----] engagements "@TheStalwart Does yield curve control and throws his anti big balance sheet ideas out of the window 😂" [X Link](https://x.com/LDNCryptoClub/status/2019381328253448282) 2026-02-05T12:03Z 26.8K followers, [----] engagements "Thats the hard thing to navigate this move Still feel fundamentally were set up for move higher US liquidity impulse turning positive with the RMP purchases and shutdown averted Lagged impact of dollar weakness to feed through too It makes sense why we topped in October but Id expect to start moving back higher now but this structural selling need to slow and theres no way of telling when that ends Think when it does we reprice higher quite quickly https://twitter.com/i/web/status/2019391428753829912 https://twitter.com/i/web/status/2019391428753829912" [X Link](https://x.com/LDNCryptoClub/status/2019391428753829912) 2026-02-05T12:43Z 26.8K followers, [---] engagements "Get those interest rates down Huge JOLT: December Job Openings crater to [-----] million from [-----] million (revised to [-----] million) Exp [-----] million Huge JOLT: December Job Openings crater to [-----] million from [-----] million (revised to [-----] million) Exp [-----] million" [X Link](https://x.com/LDNCryptoClub/status/2019431308464935302) 2026-02-05T15:21Z 26.8K followers, [----] engagements "Its frustrating its scary watching your portfolio draw down like this Makes you start to question yourself and your thesis and then others pile on with the FUD and Bitcoins over Its the same EVERY SINGLE TIME At some point well tag $1mio and correct back to 700k and the death of BTC will once again be touted and it will feel equally painful" [X Link](https://x.com/LDNCryptoClub/status/2019516466152837170) 2026-02-05T21:00Z 26.8K followers, [---] engagements "This is what makes this particularly uncomfortable Although we had a negative US liquidity pulse in Q4 (equities did ok we think because market was CJ asking performance having been under positioned after liberation day tariff FUD) Gold has had a structural demand story Bitcoin has had a structural sell story with OG whales selling US liquidity should start to pick up now with shutdown averted and RMP purchases hitting Broader macro looks fine. US growth robust disinflation - signs of underlying economy actually picking up If we dont recover over the next couple of months might have to ask a" [X Link](https://x.com/LDNCryptoClub/status/2019522279865045326) 2026-02-05T21:23Z 26.8K followers, [----] engagements "We said yesterday the relentless move lower in Bitcoin and crypto had the feel of someone blowing up and forced to liquidate a portfolio This sounds a plausible explanation 👇 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 volume day on $IBIT ever by a factor of nearly 2x trading $10.7B today. Additionally roughly $900M in options premiums were" [X Link](https://x.com/LDNCryptoClub/status/2019676577643270379) 2026-02-06T07:36Z 26.8K followers, 14K engagements "Lows are in Bitcoin is still about $69000 too high https://t.co/CNrgxl2vEE opinion Bitcoin is still about $69000 too high https://t.co/CNrgxl2vEE opinion" [X Link](https://x.com/LDNCryptoClub/status/2020420414590091617) 2026-02-08T08:52Z 26.8K followers, 16.9K engagements "According to FT Tether is accelerating its expansion seeking to evolve from a crypto infrastructure provider into a diversified group. Its portfolio now includes about [---] investments headcount is around [---] and it plans to hire [---] more staff. Sources say new CFO Simon McWilliams is strengthening governance and centralizing finance and operations in London" [X Link](https://x.com/LDNCryptoClub/status/2020421437186601465) 2026-02-08T08:56Z 26.8K followers, [---] engagements "Mempool developer Mononaut said Bitcoin mining difficulty has dropped 11.16% to [------] T marking the largest single negative adjustment since Chinas mining crackdown in July [----] and the 10th-largest decline in Bitcoins history. The drop was largely driven by weather-related mining curtailments in late January while implied hashrate data shows signs of recovery later in the current difficulty adjustment epoch. https://twitter.com/i/web/status/2020421444212051991 https://twitter.com/i/web/status/2020421444212051991" [X Link](https://x.com/LDNCryptoClub/status/2020421444212051991) 2026-02-08T08:56Z 26.8K followers, [---] engagements "Tether assisted Turkish authorities in freezing $544m (approx. 460m) in crypto assets linked to illegal betting as part of a money laundering investigation. Additionally Tether revealed it has aided law enforcement in [----] cases across [--] countries freezing a total of $3.4b in illicit USDT. https://twitter.com/i/web/status/2020421448305655919 https://twitter.com/i/web/status/2020421448305655919" [X Link](https://x.com/LDNCryptoClub/status/2020421448305655919) 2026-02-08T08:56Z 26.8K followers, [---] engagements "@alex_fazel @blockchainchick Especially under a Warsh Fed" [X Link](https://x.com/LDNCryptoClub/status/2020645955771719753) 2026-02-08T23:48Z 26.8K followers, [--] engagements "Tuesday Top Crypto News In one short thread" [X Link](https://x.com/LDNCryptoClub/status/2021137345919983626) 2026-02-10T08:21Z 26.8K followers, [----] engagements "Yesterday the U.S. Bitcoin spot ETFs recorded total net inflows of $145 million led by Grayscale with $131 million in net inflows. Ethereum spot ETFs saw total net inflows of $57.05 million marking the first net inflow after three consecutive days of net outflows" [X Link](https://x.com/LDNCryptoClub/status/2021137348113703200) 2026-02-10T08:21Z 26.8K followers, [---] engagements "CryptoQuant said Bitcoin has not yet shown a full capitulation bottom with several key onchain indicators still in a bear phase rather than the extreme bear phase typically seen at historic cycle lows" [X Link](https://x.com/LDNCryptoClub/status/2022576108567412779) 2026-02-14T07:38Z 26.8K followers, [---] engagements "So many thoughts circling the mind right now on this market What follows here is an internal dialogue a stream of consciousness as we try to form a coherent view and picture of the market Feel comfortable on the macro side (disinflation with robust growth) whilst global liquidity remains high and US liquidity pulse is picking up with the RMP purchases The challenge to liquidity is the capex spend taking a chunk of cash out of the market to spend on AI related infra and energy but that should be overpowered by the plans the treasury and Warsh are cooking up Then theres the disruption to" [X Link](https://x.com/LDNCryptoClub/status/2022063015210672611) 2026-02-12T21:39Z 26.8K followers, [----] engagements "The world's largest stablecoin saw notable growth in the fourth quarter of [----] despite the market crash in October. Tether's USDT market report on Wednesday revealed that the stablecoin hit a fresh high of $187.3 billion in market capitalization increasing by $12.4 billion during the quarter https://twitter.com/i/web/status/2019321568183169337 https://twitter.com/i/web/status/2019321568183169337" [X Link](https://x.com/LDNCryptoClub/status/2019321568183169337) 2026-02-05T08:05Z 26.8K followers, [---] engagements "CryptoQuant noted that while Bitcoins Feb. [--] sell-off saw about $5.4 billion in realised losses in a single day monthly cumulative realized losses remain well below levels observed at prior bear-market bottoms. It added that its ultimate bear-market bottom is currently around $55000 and that bottoms usually take months to form. https://twitter.com/i/web/status/2022576111125688511 https://twitter.com/i/web/status/2022576111125688511" [X Link](https://x.com/LDNCryptoClub/status/2022576111125688511) 2026-02-14T07:38Z 26.8K followers, [---] engagements "According to TASS the Central Bank of Russia plans to conduct a study in [----] on the feasibility of issuing a Russian domestic stablecoin. First Deputy Governor Vladimir Chistyukhin said at the Alfa Talk conference that while the central banks long-standing position has been to prohibit such products it will reassess the risks and prospects in light of practices in other countries and submit the findings for public discussion. https://twitter.com/i/web/status/2022576116435763668 https://twitter.com/i/web/status/2022576116435763668" [X Link](https://x.com/LDNCryptoClub/status/2022576116435763668) 2026-02-14T07:38Z 26.8K followers, [---] engagements "Shit just realised its Friday 13th tomorrow 😬 Nightmare on Wall Street" [X Link](https://x.com/LDNCryptoClub/status/2022094617773322570) 2026-02-12T23:45Z 26.8K followers, [----] engagements "The Chinese government has proposed comprehensively introducing technologies such as blockchain to conduct full-chain certification of green electricity production and consumption continuously strengthening the traceability of green electricity consumption and exploring feasible pathways to incorporate green certificates into carbon emission accounting" [X Link](https://x.com/LDNCryptoClub/status/2022576113545838629) 2026-02-14T07:38Z 26.8K followers, [---] engagements "Sign up to our FREE newsletter for our thoughts on the macro and key crypto news 👇🏼 New Edition of Connecting the Dots - Out Now We cover the current macro environment Fed Chair Warsh and what may have caused last weeks crypto capitulation. Join [----] traders and read it here 👇 https://t.co/Uaw6CBCfJm New Edition of Connecting the Dots - Out Now We cover the current macro environment Fed Chair Warsh and what may have caused last weeks crypto capitulation. Join [----] traders and read it here 👇 https://t.co/Uaw6CBCfJm" [X Link](https://x.com/LDNCryptoClub/status/2022576119162012143) 2026-02-14T07:38Z 26.8K followers, [----] engagements "This is what weve learnt from the last [--] minutes of listening to JPow which markets didnt know before 👇🧵 Nothing Markets can carry on riding the liquidity wave which is rising with Fed balance sheet expansion and accelerating with a weaker dollar (and mace accelerating with currency wars) Only risk we see in the horizon is a pending government shut down which might soften the liquidity pulse If you want to take away anything the Fed is still moving towards easier policy financial conditions will continue to be easy and we remain in a very bullish risk environment Bitcoin of course still" [X Link](https://x.com/LDNCryptoClub/status/2016607970763682076) 2026-01-28T20:23Z 26.8K followers, [----] engagements "CME Group owner of the world's largest derivatives exchange operator by trading volume said it's actively considering launching its own coin and moving all of its crypto products to 24/7 trading during its Q4 earnings call on Wednesday" [X Link](https://x.com/LDNCryptoClub/status/2019321581634457695) 2026-02-05T08:05Z 26.8K followers, [---] engagements "Dear Jane Street Please can you have a day off today and not slam us at 3pm We are tired please give us a break Best LCC" [X Link](https://x.com/LDNCryptoClub/status/2019758747711619391) 2026-02-06T13:03Z 26.8K followers, [----] engagements "Not behind the paywall so havent read but from what I can see hes putting a lot of weight on Warsh shrinking the balance sheet If thats the case I disagree in that I dont think Warsh is going to be able to shrink the Fed balance sheet at least not immediately The Fed have literally just started balance sheet expansion with the RMP purchases If Warsh does seek to reduce reliance on Fed balance sheet that will be a slow process played out over his term but still dont think its going to be bad for liquidity as it will be done alongside regulatory changes that essentially mean the private sector" [X Link](https://x.com/LDNCryptoClub/status/2020417207344259384) 2026-02-08T08:39Z 26.8K followers, [--] engagements "Nasdaq-listed Forward Industries the largest publicly traded Solana treasury company is facing a difficult period. FWDI currently holds nearly [--] million SOL more than the next three competitors combined. Its average SOL acquisition cost is about $232; at the current price near $85 the holdings are valued at roughly $600 million implying an unrealized loss of nearly $1 billion. FWDI shares have also fallen from nearly $40 at last years peak to around $5. https://twitter.com/i/web/status/2020421440659509650 https://twitter.com/i/web/status/2020421440659509650" [X Link](https://x.com/LDNCryptoClub/status/2020421440659509650) 2026-02-08T08:56Z 26.8K followers, [---] engagements "This is a great read and explains the inevitability of the Fed needing to continue to print money and expand the balance sheet or else see the financial system collapse As weve said before the expansion of the Fed balance sheet isnt a policy choice but a necessity and implicit function of how the current fiat credit based system is structured Warsh is powerless to stop this train This piece frames this as the on-going bull case for gold which we agree with but of course its also going to send Bitcoin parabolic too Trump's Federal Reserve chairman-designate will not be able to stop the bull" [X Link](https://x.com/LDNCryptoClub/status/2021011351112397058) 2026-02-10T00:00Z 26.8K followers, [----] engagements "@MisterSpread @options_insight Think one more low before making new record highs" [X Link](https://x.com/LDNCryptoClub/status/2021694607159931315) 2026-02-11T21:15Z 26.8K followers, [---] engagements "Not sure its conviction lol - just trying to make sense of it I dont think Trump a big issue for us equities - on net hes good for them In fact I think Trump is making America the only game in town Youd want to bet more on Bessent/Warsh than Reeves/Bailey 😂 Tech also they only game in town long term and the US is the only place to be in that respect If Trump was the reason for this not sure Treasuries would be rallying So far more on the side its the AI disruption fears driving a broad de-risking than anything else" [X Link](https://x.com/LDNCryptoClub/status/2022068299526197512) 2026-02-12T22:00Z 26.8K followers, [---] engagements "@BTCnPEPE We hit a new record high in Bitcoin back in October. It outperformed everything in [----] and [----] Admittedly its been a shit salt cycle but most alts are worthless anyway and never coming back" [X Link](https://x.com/LDNCryptoClub/status/2022080677555188202) 2026-02-12T22:49Z 26.8K followers, [--] engagements "Crypto move lower been relentless It does start to give vibes that someones in trouble and forced to liquidate a portfolio Urggh painful Hard to buy into the software related sell off idea given Bitcoins divergence Warsh and liquidity fears Maybe although assets outside of gold/silver not showing same level of concern (and gold/silver were both due decent correction) Anyway this too shall pass US yields are contained (as are Japans - been a while since carry trade unwind fears being spoken about 😂) Dollar bounce off lows but remains in a downtrend Oil off the lows but still low Shutdown" [X Link](https://x.com/LDNCryptoClub/status/2019510565807223293) 2026-02-05T20:36Z 26.8K followers, [----] engagements "Digital asset investment products saw a much smaller $187m in total outflows last week" [X Link](https://x.com/LDNCryptoClub/status/2020777775477764599) 2026-02-09T08:32Z 26.8K followers, [----] engagements "According to Axios crypto trading platform Backpack Exchange is in talks for a new funding round at a $1 billion pre-money valuation. Sources say the company plans to raise $50 million though the final round size could be larger. Backpack Exchange was founded by former members of the FTX and Alameda Research teams. https://twitter.com/i/web/status/2021137356556755167 https://twitter.com/i/web/status/2021137356556755167" [X Link](https://x.com/LDNCryptoClub/status/2021137356556755167) 2026-02-10T08:21Z 26.8K followers, [---] engagements "Market really quite dead BlockFills news unhelpful for a market worried about dead bodies floating to the surface Was discussing on podcast yesterday with @options_insight that without a break above 72k feels we might drift back to take a look at the 60k level and a final little shakeout Lows are close though just no need to be a hero https://twitter.com/i/web/status/2021628459651674182 https://twitter.com/i/web/status/2021628459651674182" [X Link](https://x.com/LDNCryptoClub/status/2021628459651674182) 2026-02-11T16:52Z 26.8K followers, [----] engagements "Thursday Top Crypto News In one short thread" [X Link](https://x.com/LDNCryptoClub/status/2021870631743115464) 2026-02-12T08:54Z 26.8K followers, [----] engagements "As the U.S. moves towards more crypto legislation including the Clarity Act institutional investors are expected to play a major role in driving digital asset inflows in 2026" [X Link](https://x.com/LDNCryptoClub/status/2021870637061746902) 2026-02-12T08:54Z 26.8K followers, [---] engagements "According to Bloomberg Strategy CEO Phong Le stated that the company will issue more perpetual preferred shares to address investor concerns over stock price volatility. The new product "Stretch" offers investors exposure to digital assets while mitigating risk with a monthly reset dividend rate of 11.25% designed to stabilise its price around a $100 face value" [X Link](https://x.com/LDNCryptoClub/status/2021870639649263950) 2026-02-12T08:54Z 26.8K followers, [---] engagements "So far perpetual preferred shares have made up a small portion of Strategys financing which has included $370 million in common stock and $7 million in preferred shares to fund recent Bitcoin purchases" [X Link](https://x.com/LDNCryptoClub/status/2021870641872298253) 2026-02-12T08:55Z 26.8K followers, [---] engagements "According to Arkham monitoring Binance's SAFU fund address has purchased [----] BTC worth $304.58 million. The SAFU fund has now completed its $1 billion Bitcoin purchasing plan and currently holds [-----] BTC valued at $1.005 billion" [X Link](https://x.com/LDNCryptoClub/status/2021870644200124674) 2026-02-12T08:55Z 26.8K followers, [---] engagements "Kyrgyzstans crypto market has quickly become one of the fastest-growing sectors in the countrys economy. According to official data the countrys crypto transaction volume surpassed $7.9 billion in the first three quarters of [----] with a total annual volume exceeding $20.5 billion generating $22.8 million in tax revenue https://twitter.com/i/web/status/2021870646934851900 https://twitter.com/i/web/status/2021870646934851900" [X Link](https://x.com/LDNCryptoClub/status/2021870646934851900) 2026-02-12T08:55Z 26.8K followers, [---] engagements "DCG CEO Barry Silbert stated that 5%-10% of Bitcoin will likely flow into privacy-focused cryptocurrencies like Zcash over the next few years as the crypto market evolves. He emphasised that privacy coins represent an asymmetric investment opportunity similar to Bitcoins early days with Zcash having the potential for 100x 500x or even 1000x returns which he believes is unlikely for Bitcoin. https://twitter.com/i/web/status/2021870649539526854 https://twitter.com/i/web/status/2021870649539526854" [X Link](https://x.com/LDNCryptoClub/status/2021870649539526854) 2026-02-12T08:55Z 26.8K followers, [---] engagements "Dont forget to sign up to our FREE newsletter for our summary of the macro and its impact on crypto markets. 👇🏼 New Edition of Connecting the Dots - Out Now We cover the current macro environment Fed Chair Warsh and what may have caused last weeks crypto capitulation. Join [----] traders and read it here 👇 https://t.co/Uaw6CBCfJm New Edition of Connecting the Dots - Out Now We cover the current macro environment Fed Chair Warsh and what may have caused last weeks crypto capitulation. Join [----] traders and read it here 👇 https://t.co/Uaw6CBCfJm" [X Link](https://x.com/LDNCryptoClub/status/2021870654677537142) 2026-02-12T08:55Z 26.8K followers, [----] engagements "Crypto majors trade at the following levels BTC [-----] (flat over [--] hours) ETH [----] (up 0.7%) XRP [-----] (up 0.8%) SOL [-----] (down 0.6%) Have a great day" [X Link](https://x.com/LDNCryptoClub/status/2021870657462784095) 2026-02-12T08:55Z 26.8K followers, [----] engagements "Thoughts on this from the better tech brains than us From a narrative perspective the recent announcement from Saylor on the Bitcoin security programme and things like the below should provide some quantum comfort The risk is being taken seriously and addressed theres probably not a better set of brains than in the crypto space to get ahead of quantum risks Bitcoin just made a meaningful step toward future quantum resistance 💪 An updated version of BIP [---] has just been merged into the official Bitcoin BIP GitHub repository. The update introduces Pay-to-Merkle-Root (P2MR) a proposed new" [X Link](https://x.com/LDNCryptoClub/status/2021878056831389871) 2026-02-12T09:24Z 26.8K followers, [----] engagements "According to Bloomberg market maker Jump Trading is set to receive small equity stakes in prediction market platforms Kalshi and Polymarket in exchange for providing liquidity. Sources say Jumps deal with Kalshi involves a fixed equity percentage while its stake in Polymarket will increase over time based on the trading capacity Jump supplies to Polymarkets U.S. operations. https://twitter.com/i/web/status/2021137354006683942 https://twitter.com/i/web/status/2021137354006683942" [X Link](https://x.com/LDNCryptoClub/status/2021137354006683942) 2026-02-10T08:21Z 26.8K followers, [---] engagements "JPMorgan has turned bullish on the crypto market for [----] citing institutional inflows and clearer regulations as key drivers for recovery. Analyst Nikolaos Panigirtzoglou noted that Bitcoin after falling below its estimated production cost of $77000 is nearing a new equilibrium with miner capitulation helping the market self-correct in the medium to long term https://twitter.com/i/web/status/2021870634574176696 https://twitter.com/i/web/status/2021870634574176696" [X Link](https://x.com/LDNCryptoClub/status/2021870634574176696) 2026-02-12T08:54Z 26.8K followers, [---] engagements "Saturday Top Crypto News In one short thread" [X Link](https://x.com/LDNCryptoClub/status/2022576106449113094) 2026-02-14T07:38Z 26.8K followers, [----] engagements "Crypto majors trade at the following levels BTC [-----] (up 4% in [--] hours) ETH [----] (up 5.8%) XRP [-----] (up 4.1%) SOL [-----] (up 7.7%) Have a great day" [X Link](https://x.com/LDNCryptoClub/status/2022576122513273083) 2026-02-14T07:38Z 26.8K followers, [----] engagements "Newsletter is LIVE "Connecting the Dots" between macro and crypto. Please RETWEET to spread the word. Sign up HERE. https://open.substack.com/pub/londoncryptoclub/p/connecting-the-dotsr=9hpb7&utm_campaign=post&utm_medium=web https://open.substack.com/pub/londoncryptoclub/p/connecting-the-dotsr=9hpb7&utm_campaign=post&utm_medium=web" [X Link](https://x.com/anyuser/status/1581015895199010819) 2022-10-14T20:15Z 26.8K followers, [--] engagements "Yesterday an interesting debate took place in UK parliament on cryptocurrency regulation. Heres the key takeaways.this is a must read" [X Link](https://x.com/anyuser/status/1668968676115075074) 2023-06-14T13:08Z 26.8K followers, 57.7K engagements "Whos been buying the Bitcoin ETFs Well were gonna find out. - Starting next week institutional investment managers will file their 13F forms with the SEC. - The SEC Form 13F is a quarterly report that is required to be filed by all institutional investment managers with at least $100 million in assets under management. It discloses their equity holdings. - Managers are required to file Form 13F within [--] days after the last day of the calendar quarter. Most funds wait until the end of this period in order to conceal their investment strategy from competitors and the public. - The filings will" [X Link](https://x.com/anyuser/status/1772546278884352181) 2024-03-26T08:48Z 26.8K followers, 41.2K engagements "For all the macro doomers who dont understand the world post [----] There will be no credit event Central banks have removed that tail risk Gilt market blow up BOE buy the gilts US Regional banking blow up Deposits guaranteed BTFP short term 400bn ramp in Fed balance sheet World shutdown on pandemic No problem QE funded fiscal They default by stealth devaluation of the currency Long Bitcoin is the ultimate expression of your correct view of an unsustainable fiat credit driven system but its all going higher in fiat terms" [X Link](https://x.com/anyuser/status/1773680980340912594) 2024-03-29T11:57Z 26.8K followers, 35.5K engagements "The US is currently printing $1trn of deficits every quarter🤯 Thats where resilience comes from Thats also why bears continue to get rekt fighting that wave of cash flowing into markets🌊 Fiscal dominance taking the lead role in currency debasement giving monetary dominance a breather As for the monetary side direction of travel matters more than timing US data only helps the bears IF its sufficiently strong to make the next move a hike Thats a high bar. At worst we get higher for longer At best the Fed have quietly pivoted to higher inflation range target and are going to cut anyway🤫 The" [X Link](https://x.com/anyuser/status/1776236836467183883) 2024-04-05T13:13Z 26.8K followers, 42.1K engagements "Total trading volume for the Hong Kong BTC and Ether ETFs was $11m. Bitcoin posted $8.5m volume and Ether $2.5m. By comparison day [--] volume of the Bitcoin ETFs in the US was $655m" [X Link](https://x.com/anyuser/status/1785232172795756891) 2024-04-30T08:58Z 26.8K followers, 254.4K engagements "Still of the view in both tech and crypto this is a correction to a bull trend Some recession fears plus this JPY carry unwind Yet the big pension and lifer funds in Japan wont be reallocating long term holdings to pick up 25bps at home More likely they hedge out currency risk which can keep usdjpy heading lower US treasury market blowing up would be far more concerning yet its bid and weve been saying that the Fed are behind the curve for a while at LCC. Labor market been clearly slowing for months Yet mild recession not depression would be a reasonable base case and for markets that are a" [X Link](https://x.com/anyuser/status/1820434180716581279) 2024-08-05T12:18Z 26.8K followers, 59.5K engagements "Hardest thing in the world is to be short markets No one ever got rich over time being short assets The system is designed so that over time assets inflate or put the other way so that the currency debases Thats how debt driven fiat economies work (you need the assets to inflate as its the collateral that underpins the ever increasing borrow needs) Mathematically being long also makes more sense So to make money being short you have to time it exceptionally well and have a stars align moment Its why they made a film called the Big Shortits rare anyone makes money being short so when they do" [X Link](https://x.com/anyuser/status/1834184158488510837) 2024-09-12T10:55Z 26.8K followers, 38.7K engagements "@crypto_bitlord7 I can only see the genius and a man so confident in his ability that he doesnt give a fck Sell your coins the day hes in a suit with a side parting trying to look credible 😂" [X Link](https://x.com/anyuser/status/1836341907762422228) 2024-09-18T09:50Z 26.8K followers, 17K engagements "@WuWei113 The look from Oprah at the end as if to ask does anyone know what shes talking about 😂" [X Link](https://x.com/anyuser/status/1837027368168206561) 2024-09-20T07:13Z 26.8K followers, 23.5K engagements "Liquidity liquidity liquidity 🌊🌊🌊 Over the Xmas period the RRP (cash parked at the Fed overnight) rose from sub $100bn to over $473bn on 31st Dec Thats nearly $400bn of cash sucked out of the market in [--] weeks No wonder stocks had such a weak end to the year dragging crypto with it Now that year end window dressing is over we fully expect that $400bn to flood back into the market in short order Quite remarkable how well supported Bitcoin was relatively amidst such a liquidity drawdown 💪 Expect Bitcoin can retrace back to the December highs over next couple of weeks as this liquidity flows" [X Link](https://x.com/anyuser/status/1874747632159002647) 2025-01-02T09:20Z 26.8K followers, 66K engagements "Just a counter view to @blknoiz06 here We think everyone overestimating both the likelihood of tariffs or at least the size (Trump goes big as negotiation tactic and likely delivers much less) Its a bit too textbook to assume tariffs are inflationary. We didnt see any substantial inflationary impact from last time Trump was in power (particularly if tariffs offset by China led global disinflation and a stronger dollar) Under Trump evidence of on shoring was weak more reorganising of supply chains with likes of Vietnam and India beneficiaries. We also saw a move towards more automation rather" [X Link](https://x.com/anyuser/status/1877053832712302674) 2025-01-08T18:04Z 26.8K followers, 519.1K engagements "This is no longer about growth/inflation outlook This is debt sustainability fears & loss of confidence in government Central banks will be the buyer of last resort Their no.1 mandate is to maintain sufficient liquidity to keep the assets which are the collateral underpinning the system artificially high Liquidity is coming 🌊🌊🌊 Bitcoin is the ultimate hedge against the failure of the fiat system 💪 UK [--] Year Gilt Yield 4.86% [--] yr Gilt Yield breaking North as well. Global Rates start to break. https://t.co/mruUuygM47 UK [--] Year Gilt Yield 4.86% [--] yr Gilt Yield breaking North as well." [X Link](https://x.com/anyuser/status/1877284306344649160) 2025-01-09T09:20Z 26.8K followers, 23.6K engagements "The liquidity is coming 🌊🌊🌊 Its not a choice its driven by the debt cycle These dips are your friend in a bull market Were still in a bull market BTFD 💪 Why it's all going to be ok.(you guys need to have your own conviction not rented from some bozo like me). Global M2 is repeating 2016/7. https://t.co/lUT2DLWxTf Why it's all going to be ok.(you guys need to have your own conviction not rented from some bozo like me). Global M2 is repeating 2016/7. https://t.co/lUT2DLWxTf" [X Link](https://x.com/anyuser/status/1877629735854920148) 2025-01-10T08:13Z 26.8K followers, 12K engagements "Todays Non Farm Payrolls feels like a big deal (short term) We actually think theres an asymmetry which favours risk and BTC Market way overstretched on this US reflation story In line/stronger print and 10yr yields kneejerk [--] to 10bps higher and risk comes under a little more pressure Soft print however and we could see a sharp reversal in US yields and the dollar and risk fly BTC will be at 100k into short order in that scenario As a side note ridiculous that the Fed have become so erratic and data dependent that each individual data point now takes on added significance for the direction" [X Link](https://x.com/anyuser/status/1877696121197178968) 2025-01-10T12:36Z 26.8K followers, 29.8K engagements "Oof Strong headline at 256k Vs 164k expected Unemployment rate ticking down from 4.2% to 4.1% On the positive however softer wages at 3.9% from 4% Think risk will hold in ok on this as per below (that kneejerk dump may well mark the lows) Obviously watch 10yr yields gonna be important But the softer wages labour market still solid almost Goldilocks If 10yr doesnt break higher from here expect equities and Bitcoin can rip Bears youve had everything Sh*t or get off the pot Todays Non Farm Payrolls feels like a big deal (short term) We actually think theres an asymmetry which favours risk and" [X Link](https://x.com/anyuser/status/1877711805239238665) 2025-01-10T13:39Z 26.8K followers, 136.6K engagements "We spoke yesterday about the asymmetry for BTC into the NFP After the recent dip on strong macro headwinds Strong number offered limited downside Weak number and US yields and dollar would reverse BTC flies Played out pretty well Still a strong underlying bid for BTC as sidelined cash flows in post the US election (this will only accelerate as we get more clarity on the regulatory landscape from the incoming administration) Liquidity also remains ample with the RRP draw down (circa $60bn cash injected into markets this week) US debt ceiling hits around the next week which means no more net" [X Link](https://x.com/anyuser/status/1878057654632739302) 2025-01-11T12:33Z 26.8K followers, 12.4K engagements "The emerging talk of BTC $70k targets following the Silk Road selling FUD is the final confirmation Lows are in for Bitcoin" [X Link](https://x.com/anyuser/status/1879086996968382515) 2025-01-14T08:43Z 26.8K followers, [----] engagements "PPI out in [--] mins Since the hawkish Fed pivot in Dec the beta to inflation data is now higher CPI tomorrow obviously the big event but given recent bond moves PPI also important As with the NFP however we feel theres an asymmetry into today and CPI tomorrow Market has gone too far in pricing out the Fed in our view Stronger/in line data little room to price out more limiting downside for BTC A softer print and rates markets can move more aggressively and quickly take BTC back above 100k" [X Link](https://x.com/anyuser/status/1879156845627015471) 2025-01-14T13:21Z 26.8K followers, 54.8K engagements "Softer UK CPI today (2.5% Vs 2.6% prior) Interesting too services inflation fell from 5% to 4.4% Weaker US PPI yesterday US CPI big data point today We continue to think the fears of reaccelerating inflation are overblown Hard to see inflation with China exporting deflation a global growth slowdown and oil not gone anywhere in a year The sharp rise in global bond yields led by the US could unwind very rapidly here Macro headwinds then become tailwinds to the positive liquidity story supporting Bitcoin and broad risk Softer US CPI today will take us back above 100k and expect we can then" [X Link](https://x.com/anyuser/status/1879442629751877689) 2025-01-15T08:16Z 26.8K followers, 50.3K engagements "China overnight injected a near record amount of short term funds to keep banking system liquidity ample ahead of the Lunar New Year PBOC injected net equivalent $131bn via the [--] day reverse repo (2d largest amount on record) Central banks will pump liquidity longer than the bears can stay solvent 🌊🌊🌊" [X Link](https://x.com/anyuser/status/1879472650151444612) 2025-01-15T10:16Z 26.8K followers, 10.6K engagements "Softer Core CPI at 3.2% you down from 3.3% (and 3.3% exp) Well have our bull market back pls 🚀 PPI out in [--] mins Since the hawkish Fed pivot in Dec the beta to inflation data is now higher CPI tomorrow obviously the big event but given recent bond moves PPI also important As with the NFP however we feel theres an asymmetry into today and CPI tomorrow Market has PPI out in [--] mins Since the hawkish Fed pivot in Dec the beta to inflation data is now higher CPI tomorrow obviously the big event but given recent bond moves PPI also important As with the NFP however we feel theres an asymmetry" [X Link](https://x.com/anyuser/status/1879522093806821746) 2025-01-15T13:32Z 26.8K followers, 33.1K engagements "The macro headwinds continue to ease 10yr yields now testing sub 4.60% and we expect will continue to correct lower Broad dollar simmering too We hit the BTC 100k we expected and feel good calling for new record highs next week through the inauguration The risk to our view here is we hit record highs BEFORE the inauguration 👀 Softer UK CPI today (2.5% Vs 2.6% prior) Interesting too services inflation fell from 5% to 4.4% Weaker US PPI yesterday US CPI big data point today We continue to think the fears of reaccelerating inflation are overblown Hard to see inflation with China exporting" [X Link](https://x.com/anyuser/status/1879983355736777182) 2025-01-16T20:05Z 26.8K followers, 28.2K engagements "Our biggest non consensus view is that for 2025/2026 disinflation if not outright deflation will be the biggest problem for western central banks Extremes of Covid have distorted economic cycles but fundamentally they havent changed We still believe were in a disinflationary world driven by debt technology and an ageing population The worlds second largest economy is in a deflationary spiral which it will export to the world Global growth is falling and US resilience is merely a function of the insane deficits north of 7% that Biden has been running We have had sharp falls in inflation from" [X Link](https://x.com/anyuser/status/1880194924261359746) 2025-01-17T10:06Z 26.8K followers, 29.1K engagements "Do not over complicate this one fam When the TGA starts to draw down over the coming weeks EVERYTHING is going higher Bond equities Bitcoin Bitcoin goes up the most and of course alts are the biggest liquidity junkies out there All of our bags set to pump 🚀 YELLEN ADVISES US TREASURY TO START EXTRAORDINARY MEASURES Treasury's cash drain begins: the impact of this on risk assets in [----] was stronger than QE YELLEN ADVISES US TREASURY TO START EXTRAORDINARY MEASURES Treasury's cash drain begins: the impact of this on risk assets in [----] was stronger than QE" [X Link](https://x.com/anyuser/status/1880371378282717480) 2025-01-17T21:47Z 26.8K followers, 39.6K engagements "Bitcoin trading at 102k after hitting record high yesterday and the time line bearish af Funding rates benign This is not what you see at the top of a market" [X Link](https://x.com/anyuser/status/1881623157272195153) 2025-01-21T08:41Z 26.8K followers, [----] engagements "Youre excited by what Trump will say on crypto Were excited by US yields and the dollar rolling over We are not the same 😂 Our objectives however are aligned Looking good here guys Bit of chop and sell the news from specs with the attention of a gnat Market settling real inflows will start to come in 110k is programmed 🤝" [X Link](https://x.com/anyuser/status/1881757419107467732) 2025-01-21T17:35Z 26.8K followers, [----] engagements "Liquidity 🌊🌊🌊 Remember this spiked into year end window dressing to $473bn Thats a 377bn cash injection to markets in [----] from the RRP Plus the TGA drawn down circa 120bn ytd With the debt ceiling hit theres another 640bn from the TGA to flood in to markets Plus when RRP hits near zero Fed will end QT add in a tech and crypto friendly administration You are not bullish enough Nasdaq or Bitcoin Reverse repo tumbles to $96BN from $118.3BN Reverse repo tumbles to $96BN from $118.3BN" [X Link](https://x.com/anyuser/status/1881770452990796107) 2025-01-21T18:26Z 26.8K followers, 30K engagements "Wow the good news keeps rolling This is also HUGE news Banks being able to custody client crypto (without being treated as a liability on the banks balance) will make it a much more viable proposition for banks to now enter the space I dont think judging by Bitcoin price action people fully understand how much sidelined cash is about to flow into Bitcoin Wouldnt be surprised if we hit 110k tomorrow For now London crypto club needs to go to bed Tomorrow could be a busy day 👀 SAB [---] has been rescinded allowing banks to custody Bitcoin. 🚀 https://t.co/IZrzOfcdXG SAB [---] has been rescinded" [X Link](https://x.com/anyuser/status/1882574166794150152) 2025-01-23T23:40Z 26.8K followers, 11.6K engagements "The Deepseek FUD is a classic shoot first ask questions later Read various takes on the implications for NVIDIA and MAG7 and there will be better tech brains than us to comment and its not obvious this leads to less demand for compute 🤷🏽♂ From a macro point of view cheaper AI adds to our big picture disinflationary view of the world which will continue to see rates move lower and necessitate more debt monetisation which is positive Bitcoin (and will also feed back into broader risk) Crypto is also the currency of AI and we might be set to accelerate the move towards AGI So understandably" [X Link](https://x.com/anyuser/status/1883806395197190427) 2025-01-27T09:16Z 26.8K followers, 22.3K engagements "With all the recent good news (and it has been good news) Bitcoin maybe just needed a wall of worry to climb The macro continues to look supportive with rising liquidity and the yield and dollar headwinds fading Accelerated growth of AI particularly if facilitated by lower operation costs reinforces the disinflationary pulse we outlined in Connecting the Dots [--] weeks ago Deflation is likely a bigger threat over the next [--] years than inflation which means printer will go brrrrr again Crypto is also the currency of AI as AI compliments a decentralised blockchain based world The repeal of SAB" [X Link](https://x.com/anyuser/status/1883993372664205490) 2025-01-27T21:39Z 26.8K followers, 13K engagements "Fed keeps rates steady as expected Slightly hawkish statement removing the reference to inflation making progress towards the 2% objective But all a bit meh See what JPow has to say" [X Link](https://x.com/anyuser/status/1884679492368560188) 2025-01-29T19:06Z 26.8K followers, 27.5K engagements "Powell says removal of "inflation" line is just clean up to shorten sentence not determination that inflation is rising again so the hawkish bit really not that hawkish Net Fed in no rush at the moment to cut but not learnt anything new Risk event out of the way can load up our bags" [X Link](https://x.com/anyuser/status/1884688930366238843) 2025-01-29T19:43Z 26.8K followers, 12.1K engagements "Bitcoin will go higher over time with or without the US establishing a Bitcoin reserve Network effects institutional adoption and the perpetual debasement of fiat currency required to sustain an over indebted credit based system make that inevitable However When the biggest economy in the world says one of the first things theyre going to look at is evaluating a Bitcoin reserve If you dont pre-position and front run that possibility and the likelihood that it accelerates the path to higher prices Then we dont know what else we can tell you Theres not been a more obvious and easier trade than" [X Link](https://x.com/anyuser/status/1886914925198725184) 2025-02-04T23:09Z 26.8K followers, [----] engagements "The Scott Bessent interview is really significant The desire for 10yr yields to come lower Cheaper oil as part of the plan to help bring inflation down Whilst were sceptical on their ability to bring down the deficit it potentially marks the end of fiscal dominance This likely puts the pressure back on the Fed to run lower rates and likely reinforces a weaker dollar As macro funds digest this expect we see a flip of the reflation Trump trades This means yields have a lot further to fall along with the dollar Bitcoin is about to begin the next leg higher" [X Link](https://x.com/anyuser/status/1887620641748099160) 2025-02-06T21:53Z 26.8K followers, 11.8K engagements "Honestly unbelievable that you all dump on Trump tariff headlines Its like no one remembers the first [--] years he was at the wheel This is the biggest BTFD market youll ever see" [X Link](https://x.com/anyuser/status/1888709699651903727) 2025-02-09T22:00Z 26.8K followers, [----] engagements "Risk is coiled to explode higher here Weve been writing all week about the asymmetry in the data given how much bad news is priced in this market which is now under positioned risk Trump tariff delay feeds our view that this is just negotiation tactic The headline risk premium will start to leak out of assets The potential for end to Russia/Ukraine war another risk positive factor and disinflationary Also today the PPI components which feed the PCE suggest we get a soft PCE inflation print which will light the touch paper USDCNH move lower is significant and continues to point to broader" [X Link](https://x.com/anyuser/status/1890320665221169400) 2025-02-14T08:42Z 26.8K followers, 69.7K engagements "Its starting This dollar breakdown is significant If 10yr yields can break sub 4.40% too then it really is party time 🕺🏾 Think we could be doing the 100k parties this weekendagain 😆 Still think we see 150k by end of this quarter Risk is coiled to explode higher here Weve been writing all week about the asymmetry in the data given how much bad news is priced in this market which is now under positioned risk Trump tariff delay feeds our view that this is just negotiation tactic The headline risk Risk is coiled to explode higher here Weve been writing all week about the asymmetry in the data" [X Link](https://x.com/anyuser/status/1890414557014655047) 2025-02-14T14:55Z 26.8K followers, 20.4K engagements "Keep an eye on the dollar testing new year lows here 👀 10yr yields back testing sub 4.50% The macro regime change we wrote about in the latest Connecting the Dots looks to be playing out Bullish 🚀" [X Link](https://x.com/anyuser/status/1892612261040001293) 2025-02-20T16:28Z 26.8K followers, [----] engagements "This China covid FUD alongside the Bybit hack is natures way of clearing out the leverage and lettuce hands to send us into full orbit" [X Link](https://x.com/anyuser/status/1893004502451568833) 2025-02-21T18:26Z 26.8K followers, [----] engagements "If youre bearish Bitcoin and worse short Bitcoin Youve seen DeepSeek and Tariff related dumps The highest liquidation event in crypto history The biggest hack in crypto history Strong Us inflation data feeding a hawkish Fed .and yet were just sat at 96k circa 10% off all time highs Bears should be feeling very nervous here 😬" [X Link](https://x.com/anyuser/status/1893296859881312424) 2025-02-22T13:48Z 26.8K followers, 37.5K engagements "Feels contrarian to say this on a gloomy Monday morning where bears out in force (the Steve Cohen bear view doing rounds) Yet the bear view on stocks in light of a clearly slowing US economy is the wrong take in our view Markets are a function of rates and liquidity The Fed turned hawkish at exactly the wrong time (as the economy was living off the pre-election spend sugar high) Market now needs to start pricing more rate cuts and the Fed will also start to flip dovish (given how much government hiring supported the labour market that looks set to reverse) Lower rates and rising liquidity" [X Link](https://x.com/anyuser/status/1893982880780468426) 2025-02-24T11:14Z 26.8K followers, 15.5K engagements "Lots of messages this morning given our bullish Bitcoin view so sharing a few thoughts here 👇 Firstly from a macro perspective nothing changed for us In fact everything is unfolding as we expected in our early Jan outlook That is fading US reflation story seeing the US dollar and yields move lower Thats playing out well and is a powerful tailwind for Bitcoin (and risk generally) The Fed turned hawkish at exactly the wrong moment as the strong data was simply the sugar high from pre-election spending Now the data rolling over market and the Fed need to price back more rate cuts (Fed speakers" [X Link](https://x.com/anyuser/status/1894312609245008185) 2025-02-25T09:04Z 26.8K followers, 10.5K engagements "For those accusing us of being perma bulls (and for new followers) We try to capture longer term macro driven trends (not day traders) We started London Crypto Club as two friends with deep experience from tradfi and macro trading who saw Bitcoin as the best investment opportunity in a generation Bitcoin as digital gold is the hardest asset that in a world of perpetual currency debasement will outperform all other assets over time Then theres the protocols and platforms being built for the digital age set to transform all aspects of society and finance We wanted to educate and provide a macro" [X Link](https://x.com/anyuser/status/1894490998367043874) 2025-02-25T20:53Z 26.8K followers, 11.1K engagements "Fed wont be able to cut because of sticky inflation Meanwhile Truflation showing sharp disinflation now at 1.44% 😳 Fed are cutting far more than market is pricing .especially once NFP goes negative 👀" [X Link](https://x.com/anyuser/status/1896625237409870286) 2025-03-03T18:14Z 26.8K followers, [----] engagements "We wrote a couple of weeks ago about the macro regime shift underway Largely the move away from fiscal dominance with Bessent and co gunning for smaller deficits driving lower yields and a weaker dollar - the Fed will have to pick up the slack Change in macro regimes typically come with volatility as the momentum trades of the old regime are forcefully unwound This feels like the transition currently going through Many popular Trump Trades getting taken to the woodshed and risk grossing down Not helping broad risk is the Feds hawkish pivot at precisely the wrong moment I imagine the" [X Link](https://x.com/anyuser/status/1896650444258050242) 2025-03-03T19:54Z 26.8K followers, 47.6K engagements "Underpinning our continued bullishness into [----] for Bitcoin and crypto was on-going central bank easing (ECB set to cut again today ✅) and rising global liquidity China ramping stimulus additionally supporting the global liquidity pulse However Europe lead by Germany potentially doing a $1trn fiscal package was not on our bingo card Guess we need to raise the targets for the peak of this bull market 🤔" [X Link](https://x.com/anyuser/status/1897585363578745266) 2025-03-06T09:49Z 26.8K followers, 20.2K engagements "A lot of fear in this market which we feel unjustified Predominantly were seeing a broad risk deleveraging from the the momentum trade blow up with popular Trump trades being taken to the woodshed and shot Adding to that the Bund VaR shock forcing more deleveraging Feels very similar to the JPY carry unwind that started mid July last year and the S&P [---] put in a low 5th August and started full recovery from 9th August That too was a levered momentum trade unwinding A weaker dollar and lower US rates start to ease financial conditions and market reflexivity kicks in and we rally hard Global" [X Link](https://x.com/anyuser/status/1899014182462251492) 2025-03-10T08:27Z 26.8K followers, 10.6K engagements "The mistake we think everyone is making on this narrative that Trump and Bessent are prepared to tank stocks as they rebalance the economy is in thinking the stock market is the economy The put the market requires comes from the Fed predominantly (although Trump planning to meet Xi suggests he is blinking) Currently the Fed seen as behind the curve and/or unable to react because sticky inflation Yet the Fed will be taking note of the weaker growth outlook and just be deciding how they flip dovish so soon after flipping hawkish without looking completely silly Yet we remain a function of rates" [X Link](https://x.com/anyuser/status/1899440745792033025) 2025-03-11T12:42Z 26.8K followers, 13K engagements "Lots of conversations this morning about this market All trying to second guess Wednesday and play through different scenarios Also wide ranging opinions on the state of the economy from the stagflation view to ours which remains more sanguine with a slowing not collapsing economy and still see an underlying disinflationary dynamic playing out Clarity on the tariff situation however likely resolves a lot of debates short term Remain of the view that a lot of bad news has been front loaded into this market and Q2 the headlines soften as negotiations take place compromises made Quarter end also" [X Link](https://x.com/anyuser/status/1906638729441128636) 2025-03-31T09:24Z 26.8K followers, 17.4K engagements "All eyes on China 👀 Not entirely bought into the China theories yet Weakening of the fix is an important signal but maybe a warning to the US that they could devalue offset the impact of tariffs and cause more carnage in the stock market China at this point want to be viewed as the stable super power Of course a deval would be massively bullish BTC Problem is China then incentivised ahead of that to keep a lid on BTC and prevent capital trying to flood out of China Also not entirely convinced on this idea about China behind the Treasury sell off If they were selling treasuries in size they" [X Link](https://x.com/anyuser/status/1909510737254310073) 2025-04-08T07:36Z 26.8K followers, 46.8K engagements "Just a reminder as treasury yields start to rise The entire global financial system cant survive without ever more central bank liquidity The Feds number [--] policy goal is to ensure sufficient liquidity and proper functioning of the treasury market The liquidity pump is coming However much Bitcoin you own you dont own enough" [X Link](https://x.com/anyuser/status/1909879387077357726) 2025-04-09T08:01Z 26.8K followers, 15.7K engagements "Fed intervention is coming Just might require a final capitulation moment Bitcoin looks like its starting to sniff this out Dimon expects the Treasury market to seize up followed by Fed intervention. https://t.co/QCznjaZe3Q Dimon expects the Treasury market to seize up followed by Fed intervention. https://t.co/QCznjaZe3Q" [X Link](https://x.com/anyuser/status/1910719178564153608) 2025-04-11T15:38Z 26.8K followers, 21.6K engagements "Repeat after us Central banks have removed the left tail risk from markets BTFD 🔴 Fed's Collins: Fed is absolutely ready to help stabilize the market if needed - FT. 🔴 Fed's Collins: Fed is absolutely ready to help stabilize the market if needed - FT" [X Link](https://x.com/anyuser/status/1910789929774285027) 2025-04-11T20:19Z 26.8K followers, 28.1K engagements "This is literally all you need to know and understand We say that as macro guys who took a long time to adjust to the world that is driven by rates and liquidity The left tail risk is removed The right tail risk pump is unlimited What weve seen over the past few weeks is as good as it gets for the bears And its still not that great Liquidity will flow and equities will make new record highs and finish the year much higher Buy dips HODL Dont sell the lows dont be sidelined Those looking for a 1929/200/2008 style crash in equities simply have not adjusted to a post [----] world ruled by liquidity" [X Link](https://x.com/anyuser/status/1911192357216592137) 2025-04-12T22:59Z 26.8K followers, 20.4K engagements "We just need Trump to wake up now and say something like I respect Xi hes a great guy a strong guy a smart guy hes very smart some say hes as smart me I dont know but hes very smart .and then we full send 😂😂" [X Link](https://x.com/anyuser/status/1912445717005713573) 2025-04-16T09:59Z 26.8K followers, 24.7K engagements "No coincidence that China cut rates (estimated to inject 1trn Yuan of liquidity into the market) as they announce talks with US Weaker dollar will be part of all these trade negotiations and it benefits everyone especially China who continue to battle a deflationary spiral Weaker dollar allows everyone else to ease and stimulate Interventions also to slow currency strength (see HKD) increase the money supply (printing local currency to buy up dollars and increase FX reserves) It drives a MASSIVE easing of global financial conditions and is a HUGE injection of liquidity into the global" [X Link](https://x.com/anyuser/status/1920025054059843884) 2025-05-07T07:56Z 26.8K followers, 51.5K engagements "Bitcoin price action is super constructive After such a big move minimal pull back some consolidation Funding rates muted All looks healthy We called for new record highs earlier in the week post the China rate cut and with the weaker dollar allowing a ramp in global liquidity Its looking good fam" [X Link](https://x.com/anyuser/status/1921105577372942634) 2025-05-10T07:30Z 26.8K followers, 24K engagements "Global bond markets but particularly US and Japan continue to be the major focus In the fiat world the whole ponzi is held together by the magic fairy dust of confidence Belief in responsible government and the credibility of currency [----] was the end game for the fiat system but the adjustment and deleveraging required was simply too painful so governments and central banks artificially inflated the assets which were the collateral underpinning the system Today the BoJ own circa 50% of their domestic bond market The ECB circa 30% The Fed circa 20% Those percentages over time will necessarily" [X Link](https://x.com/anyuser/status/1925152452417872089) 2025-05-21T11:31Z 26.8K followers, 142.3K engagements "If youre selling Bitcoin on a liquidity thinned long holiday weekend please re-read the below There are big structural shifts underway that are going to lead to mass injections of liquidity and debasement of currency Global M2 is also exploding higher facilitated by a weaker dollar which reflexively stimulates risk and further powers global liquidity Dont mid-curve this and dont be too cute trying to capture mini pull backs This is not a drill. Its go time. Lock in Global bond markets but particularly US and Japan continue to be the major focus In the fiat world the whole ponzi is held" [X Link](https://x.com/anyuser/status/1926611803343106091) 2025-05-25T12:10Z 26.8K followers, 11.2K engagements "China continues to inject liquidity into markets 🌊 Overnight the PBOC injected net 247bn of Yuan ($35bn) liquidity into markets via [--] day reverse repos The move came after the PBOC on Friday conducted a 500bn Yuan one-year medium-term lending facility (MLF) operation to add new liquidity to the country's banking system This also comes ahead of the previously announced 0.5% reduction in the RRR which is set to take effect on May [--] and expected to inject 1trn of long term liquidity into the market Interestingly whilst liquidity is pumping CNH also strengthened to its strongest levels since" [X Link](https://x.com/anyuser/status/1926948289603047876) 2025-05-26T10:27Z 26.8K followers, 59K engagements "Just checked in with the Fed RRP Last week it rose $161bn This is cash being taken out of the market predominantly by banks as they window dress balance sheets for month end Expect that cash gets pumped back in this week Usually think we suffer a liquidity hangover first day or two of the month But then we pump Theres a sh*t ton of performance chasing required in June for all those that went max underweight risk in April Dont mid-curve this stay locked in 💪" [X Link](https://x.com/anyuser/status/1929269486936543298) 2025-06-01T20:11Z 26.8K followers, 43.8K engagements "Looks like the start of month liquidity hangover is over We can all get drunk again 🤪 Full send Bitcoin 120k by June end Book mark this Just checked in with the Fed RRP Last week it rose $161bn This is cash being taken out of the market predominantly by banks as they window dress balance sheets for month end Expect that cash gets pumped back in this week Usually think we suffer a liquidity hangover first day Just checked in with the Fed RRP Last week it rose $161bn This is cash being taken out of the market predominantly by banks as they window dress balance sheets for month end Expect that" [X Link](https://x.com/anyuser/status/1929913908556414981) 2025-06-03T14:51Z 26.8K followers, 21.6K engagements "Imagine being a bear Seeing the tariff war escalating with over 100% tariffs on China Seeing Israel/Iran war escalate with the US coming in and dropping bombs and yet were less than 2% off record highs in the S&P [---] 😂 Stop following macro doomer accounts Were a function of rates and liquidity Theres no carry trade unwind Geopolitics is a fade Stocks dont care about recession outside of a knee jerk dip Bears are so infrequently correct they make Hollywood films like the Big Short such is the rarity of the event Sadly its the macro doomer accounts that have the most followers because fear" [X Link](https://x.com/anyuser/status/1937447670605369468) 2025-06-24T09:48Z 26.8K followers, 33.3K engagements "Not sure people appreciate how bullish this is for risk The dollar is the lubricant for global trade and finance and the sell off is a HUGE easing of global financial conditions As other countries try to slow their relative currency strength against the dollar printing domestic currency to buy up dollars and expand FX reserves it also facilitates a huge boost to global money supply Equities have a good 10%+ in them here BTC 30%+ and no theres no carry trade unwind Asian reserve managers will just increase FX hedge ratios which adds to the dollar weakness They wont sell the underlying US asset" [X Link](https://x.com/anyuser/status/1938168155953569962) 2025-06-26T09:31Z 26.8K followers, 20.9K engagements "Nasdaq and S&P [---] making more new record highs Bitcoin will soon follow Dollar making new lows a nice tailwind Market still under positioned risk Melt up" [X Link](https://x.com/anyuser/status/1938262375724929325) 2025-06-26T15:45Z 26.8K followers, 24.6K engagements "The interesting thing about this is the timing now CT appears to have thrown the towel in on the idea of alt season Which makes it more likely its about to start 🍌🍌🍌 Altseason loading https://t.co/sYgCmHNEv7 Altseason loading https://t.co/sYgCmHNEv7" [X Link](https://x.com/anyuser/status/1938983365312393717) 2025-06-28T15:30Z 26.8K followers, [----] engagements "ETH is going to chop around today Then Asia come in late in our Sunday evening and take it to 4k Is what it is" [X Link](https://x.com/anyuser/status/1946528828097966546) 2025-07-19T11:13Z 26.8K followers, 11.4K engagements "If youre long BTC ETH and a few other blue chip crypto then this is what you need to do right now Nothing absolutely nothing Dont chase the next pump or shiny new thing Just do nothing HODL" [X Link](https://x.com/anyuser/status/1946964505205801040) 2025-07-20T16:04Z 26.8K followers, [----] engagements "Slightly hawkish JPow although really not much change in the wait and see mode weve heard repeatedly The Fed however is not the game right now Were seeing more of a Biden fiscal dominance redux with the Fed running deficits north of 6% Short term growth will remain resilient and inflation sticky and keep pushing back Fed cuts whilst were pumping fiscal Meanwhile with the Treasury doubling the frequency of treasury buybacks financial repression and pseudo YCC control is the game Global liquidity is pumping hard too alongside global fiscal and rising M2 Dollar looks like its possibly bottomed" [X Link](https://x.com/anyuser/status/1950641610221551625) 2025-07-30T19:36Z 26.8K followers, 64.3K engagements "Imagine BTC at 115k and ETH at [----] and were in oversold territory 🤯 Raise your targets $BTC $ETH and $SOL just entered Oversold territory on the RSI Heatmap Time for a bounce 👀 https://t.co/RePSOsr5j2 $BTC $ETH and $SOL just entered Oversold territory on the RSI Heatmap Time for a bounce 👀 https://t.co/RePSOsr5j2" [X Link](https://x.com/anyuser/status/1957721638482637155) 2025-08-19T08:29Z 26.8K followers, 33.7K engagements "Been asked about when we think this Bitcoin and crypto cycle tops and if weve broken the [--] year cycle We believe the [--] year cycle has been at least extended to the end next year if not completely broken The crypto cycle typically syncs with the macro and liquidity cycle which usually occurs over a 4yr period However this rate cutting cycle has been slow and drawn out because of; 1) The economic cycle taking time to normalise from the extremes of covid 2) The continued printing of war time level fiscal deficits despite strong nominal growth Fed rate cuts have consequently been slow and drawn" [X Link](https://x.com/anyuser/status/1959296510266400819) 2025-08-23T16:47Z 26.8K followers, 39.7K engagements "Your friendly reminder that its month end Typically bad for liquidity and makes for noisy trading with portfolio adjustments and rebalancing Dont read anything into moves today (or really this week) Usually get a liquidity hangover first couple of days of new month and final rebalancing flows Then we rip Imagine some extra caution into September given weak seasonality But as we wrote yesterday market is under positioned risk and we suspect there will likely be a chase for performance if a September dip doesnt arrive Then all things risk including Bitcoin and crypto rip higher in September" [X Link](https://x.com/anyuser/status/1961342032959431154) 2025-08-29T08:15Z 26.8K followers, 16.5K engagements "The bearish risk sentiment on here is of a level that marks a market bottom not top With US yields and dollar breaking down plug global liquidity and global fiscal pumping we were already bullish but this bearish sentiment is making us blind with bullishness Comfortably fully allocated here" [X Link](https://x.com/anyuser/status/1965364224466526612) 2025-09-09T10:38Z 26.8K followers, [----] engagements "Todays retail sales numbers once again support what weve been saying This is a slowing not collapsing US economy and signs are that the economy might be bottoming out The Labour data fraught with measurement issues perhaps made especially tough given the changes in immigration dynamics Theres clearly softness there but when youre printing deficits north of 6% its hard to see any meaningful recession on the horizon Yet the Fed are going to cut in response to this (lagged) weakening in the labour market and run it hot 🔥 Inflation meanwhile sticky but not accelerating and we think Chinas" [X Link](https://x.com/anyuser/status/1967976228524290552) 2025-09-16T15:37Z 26.8K followers, 25.5K engagements "So this is the playbook for the Fed tonight and how it plays out over coming weeks Fed cut 25bps (quite possibly 50bps) Market chops as we all look at the dots and forecasts forgetting that the previous dots were wrong and quite useless Then JPow speaks Hell note a softer labour market than previously thought but inflation remains above target and economy generally looks ok but the downside risks to the labour increasing are why they cut Lots of ink will be spilt on was it a hawkish cut or a dovish cut and which one is bearish or bullish for markets If we initially knee jerk higher markets" [X Link](https://x.com/anyuser/status/1968262822166471058) 2025-09-17T10:36Z 26.8K followers, 78.9K engagements "Honestly feeling very relaxed on this sell off Crypto hasnt traded well despite the macro looking good which has been reflected in the performance of equities and broad risk Clearly weve been digesting a lot of supply This flush perhaps needed to clear out stale positioning But stepping back and looking at cross asset macro indicators and everything still looks good for us to take the next leg higher Importantly sentiment on CT is in the gutter Sentiment plus this flush is far more what wed expect to see at a market bottom more than a market top Not seen many/any good rationales to support" [X Link](https://x.com/anyuser/status/1970084108400300272) 2025-09-22T11:13Z 26.8K followers, 12.7K engagements "Just re-thinking a few things here Looks like global rates and liquidity will tighten from here US economy spiralling into recession preceding big risk off event Fiscal deficits will be brought under control and no longer need to be financed by the money printer We can achieve sustainable growth without requiring exponentially more debt Fiat currencies will no longer debase Bitcoin adoption and inflows and network effects have likely peaked Bitcoin market cap of less than 1% of global capital likely peaked and likely peaked at circa 10% of gold MCAP Financial system unlikely to move onto" [X Link](https://x.com/anyuser/status/1971541881419866160) 2025-09-26T11:46Z 26.8K followers, 22.6K engagements "The Nikkei surged 4.5% on the election of fiscal dove Takaichi who becomes Japans first female PM She has been calling for more fiscal spending and tax relief to prop up a fragile economy and is expected to discourage the BoJ from hiking rates The JPY is taking a heavy hit and government bonds selling off This is the age of fiscal dominance Of course the BoJ will support the bond market if it threatens to completely break The currency will be the escape valve All hard assets are going much higher in fiat terms Japan is the leader and a window into the path of the west As @LynAldenContact" [X Link](https://x.com/anyuser/status/1975123965354856857) 2025-10-06T09:00Z 26.8K followers, 43.4K engagements "Take a look at the Treasury General Account below With the government shut down the TGA is not getting spent so its building as receipts are received and debt issued The latest opening balance stands at $965bn - a build of circa 150bn in October - thats cash coming out of the market On top of that into month end the RRP is building as banks window dress balance sheets The RRP is up circa 20bn so far this week Thats all liquidity being taken out of this market Add to that the fact that bank reserves have fallen into the lower range of ample This is creating some tightness in bank funding" [X Link](https://x.com/anyuser/status/1983871609019498818) 2025-10-30T12:20Z 26.8K followers, 1.1M engagements "Its just month end putting the final squeeze on liquidity Relax everyone Take a look at the Treasury General Account below With the government shut down the TGA is not getting spent so its building as receipts are received and debt issued The latest opening balance stands at $965bn - a build of circa 150bn in October - thats cash coming out of https://t.co/Sc8wEM2azj Take a look at the Treasury General Account below With the government shut down the TGA is not getting spent so its building as receipts are received and debt issued The latest opening balance stands at $965bn - a build of circa" [X Link](https://x.com/anyuser/status/1983973791513637028) 2025-10-30T19:06Z 26.8K followers, 122.1K engagements "In danger of trying to be cute around these things but given theres a lot of anxiety out there right now A lot of month end risk management will have been completed yesterday Interesting also the RRP didnt really move yesterday suggesting month end balance sheet management largely done That was likely the worst of the liquidity squeeze We usually think the liquidity hangover lasts for a couple of days into a new month so choppy price action before we build momentum However given the levels were trading at in Bitcoin and given the positive drivers building for November we suspect those that" [X Link](https://x.com/anyuser/status/1984194425870786923) 2025-10-31T09:43Z 26.8K followers, 18.1K engagements "This tweet a little misleading There was a large take up on Friday of the standing repo facility (SRF) of circa 50bn - another record although that facility has only been running since [----] Cant see exactly where the 29.4bn number comes from for the OMO (temporary repo operations) But this goes to the heart of our tweet from Thursday Theres clearly underlying funding stress/tightness in the market as bank reserves have fallen to the lower level of ample Banks unable to secure funding via the market having to tap Fed facilities Month end has obviously exacerbated that stress as well as the" [X Link](https://x.com/anyuser/status/1984933156827316661) 2025-11-02T10:38Z 26.8K followers, 28.7K engagements "Bitcoin suffering the month end liquidity hangover Thought maybe we might see market pre-position long into November but not so Typically first couple of trading days of the month we take a bit of time to recover from the month end liquidity drain The RRP build will draw back down and that cash will come back into the market (circa 50bn) Guess the one concern here is the TGA continuing to build with the government shut down Might need that to end to properly get going Still feel at least for a while weve past the liquidity nadir and should trade better in November Keep buying those dips and" [X Link](https://x.com/anyuser/status/1985256099084185751) 2025-11-03T08:01Z 26.8K followers, 27.5K engagements "Honestly feel given some of the comments this morning that for some people theyre best to sell their Bitcoin and just sit in Nasdaq That will do you just fine Spend more time researching and understanding Bitcoin then come back when youre ready Bitcoin is the hardest macro asset and best long term hedge against currency debasement All assets will go up in fiat terms over time Bitcoin will go up the most The price for that outperformance is its volatility" [X Link](https://x.com/anyuser/status/1985280949521616927) 2025-11-03T09:40Z 26.8K followers, [----] engagements "Still this liquidity tightness in the US banking system weighing here SOFR/IOBR remain elevated and there was another take up of $22bn at the standing repo facility (SRF) although thats eased from Fridays 50bn RRP drew down yesterday circa 27bn so thats liquidity coming back in and likely another 20bn comes back in today/tomorrow Obviously the TGA rebuild offsetting that Havent got least figures on TGA (opening balance on Friday was $1trn) So from Friday some easing but not enough yet It may be we dont see any real relief until this government shutdown ends and the TGA can flow Lets see" [X Link](https://x.com/anyuser/status/1985623397074682295) 2025-11-04T08:21Z 26.8K followers, 62.5K engagements "This is really interesting A speech given this morning by NY Feds John Williams Weve written a lot in recent weeks about some of the mechanics and plumbing in the US banking system with RRP SRF TGA IOBR to name a few acronyms This speech from Williams lays out these mechanics and Fed tools to supply liquidity to the market Interesting a similar speech was given from a member of the Fed on 29th Sep talking about the fall in bank reserves and need to end QT This was a sign to us that QT was set end It feels this is equally a trial balloon and notice that the Fed will soon start not QE QE -" [X Link](https://x.com/anyuser/status/1986794206472327234) 2025-11-07T13:53Z 26.8K followers, 101.6K engagements "Whats amusing to me with the its not QE doomers Is I had a decade of speaking to supposedly intelligent hedge fund PMs trying to tell me that QE would not inflate assets as it was simply an asset swap of bonds for bank reserves Ackchyually 🤓 Particularly when I was calling for record highs during lockdown and the deepest recession in post war history Unlimited QE was the debasement story on steroids Obvious with hindsight maybe but to those of us that understood markets are simply a function of rates and liquidity it was a very obvious trade with foresight Now those same people have accepted" [X Link](https://x.com/anyuser/status/1986823244167487609) 2025-11-07T15:49Z 26.8K followers, 43.5K engagements "@ebullienteddie @db_fink Genuinely dont know how every boomer is not super rich They got pretty much everything for free Had cheap housing So much more difficult for younger generations today All we can say though this generation has been given Bitcoin" [X Link](https://x.com/anyuser/status/1987277081814675628) 2025-11-08T21:52Z 26.8K followers, 24.8K engagements "If being honest scratching our heads a bit here Nervousness around tech valuation and AI So maybe just a little bit of consolidation and de-risking Not seeing a strong fundamental case to be bearish here though In fact the opposite - still think were in a Goldilocks macro and the recent US liquidity tightness is easing Indeed with the end of government shutdown followed by end of QT and the Fed set to do not QE QE US liquidity impulse is set to turn significantly higher Maybe we just need to the liquidity to actually flow AI also not undervalued - its a multi year secular bull trend AI bubble" [X Link](https://x.com/anyuser/status/1989067788061995240) 2025-11-13T20:28Z 26.8K followers, 12.2K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@LDNCryptoClub LondonCryptoClub
LondonCryptoClub posts on X about bitcoin, crypto, market, liquidity the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
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- [--] Week [------] -49%
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Social Influence
Social category influence finance 65.06% cryptocurrencies 34.34% countries 9.64% stocks 6.02% currencies 4.82% automotive brands 4.82% exchanges 3.01% technology brands 1.81% travel destinations 1.81% financial services 1.2%
Social topic influence bitcoin #4079, crypto #1485, market 21.08%, liquidity #2404, fed #54, in the 12.05%, inflation 7.23%, global 7.23%, data 6.63%, currency 6.63%
Top accounts mentioned or mentioned by @btcnpepe @misterspread @optionsinsight @blknoiz06 @ian20002 @gsm739 @peruvianbull @briangobosox @thestalwart @alexfazel @blockchainchick @raoulgmi @jackfarley96 @cryptobitlord7 @wuwei113 @expfunction @evanss6 @josephwang @aeybobby @lynaldencontact
Top assets mentioned Bitcoin (BTC) Ethereum (ETH) Solana (SOL)
Top Social Posts
Top posts by engagements in the last [--] hours
"Thursday Top Crypto News In one short thread"
X Link 2026-02-05T08:05Z 26.8K followers, [----] engagements
"Everyone distracted by Trump tariff noise (which surely we all know the game now) Yet those PCE inflation numbers Headline at 2.1% (basically inflation at target) Core PCE at 2.5% down from 2.7% and the lowest since April [----] Supercore (services inflation excluding housing) is now negative for first time since Covid Whilst Trump also looks set to run Biden level deficits we have a very similar Goldilocks backdrop Resilient growth disinflationary economy All the while global rate cutting cycle continues and global liquidity is ramping Record highs for stocks are coming Bitcoin will revert"
X Link 2025-05-30T13:24Z 26.8K followers, [----] engagements
"As we enter this next phase of the bull market please can we stress no excessive leverage You leveraged degens will spoil it for the rest of us when youre getting liquidated"
X Link 2025-10-01T18:41Z 26.8K followers, [----] engagements
"Are we REALLY selling risk on Trump tariff threats Have we learned nothing Maybe Bessents hedge fund mates who were underperforming asked for a dip to buy and get long into 🤔"
X Link 2025-10-10T16:03Z 26.8K followers, [----] engagements
"New Edition of Connecting the Dots - Out Now We cover the current macro environment Fed Chair Warsh and what may have caused last weeks crypto capitulation. Join [----] traders and read it here 👇 https://londoncryptoclub.substack.com/p/connecting-the-dots-75b https://londoncryptoclub.substack.com/p/connecting-the-dots-75b"
X Link 2026-02-08T17:31Z 26.8K followers, 14.1K engagements
"According to Artemis data onchain trading platform Hyperliquid has surpassed Coinbase in trading volume. In terms of notional volume Coinbase recorded $1.4 trillion while Hyperliquid reached $2.6 trillion nearly twice as much. Year-to-date price performance also shows a sharp divergence with Hyperliquid up 31.7% and Coinbase down 27.0% resulting in an approximately 58.7% gap in the short term. https://twitter.com/i/web/status/2021137351091552424 https://twitter.com/i/web/status/2021137351091552424"
X Link 2026-02-10T08:21Z 26.8K followers, [---] engagements
"Last week digital asset investment products saw $952m in outflows the first in four weeks"
X Link 2025-12-22T09:47Z 26.8K followers, [----] engagements
"Meanwhile as the Treasury effectively buys MBS The Feds maturing portfolio of MBS (circa 20bn a month) is being reinvested into treasuries The Fed are also buying 40bn a month of T-bills Not QE QE NEW: Trump says he's instructing unnamed representatives to buy $200 billion in MBS in a bid to narrow mortgage spreads and bring down rates. https://t.co/gTX89jVCfi NEW: Trump says he's instructing unnamed representatives to buy $200 billion in MBS in a bid to narrow mortgage spreads and bring down rates. https://t.co/gTX89jVCfi"
X Link 2026-01-08T23:40Z 26.8K followers, [----] engagements
"Sunday Top Crypto News In one short thread"
X Link 2026-01-25T07:10Z 26.8K followers, [----] engagements
"If you're looking at global markets you must be tuned into the macro especially at the moment Check out our FREE newsletter for our weekly deep dive - new edition just out 👇 https://londoncryptoclub.substack.com/p/connecting-the-dots-d2a https://londoncryptoclub.substack.com/p/connecting-the-dots-d2a"
X Link 2026-01-25T18:57Z 26.8K followers, 30K engagements
"Wednesday Top Crypto News In one short thread"
X Link 2026-01-28T07:36Z 26.8K followers, [----] engagements
"Currency wars Trumps comments on the dollar yesterday reinforce the plan with Bessent for a weaker dollar in order to increase competitiveness and stimulate growth Clearly the ECB are becoming uncomfortable with the relative strength of the EUR RBA and PBOC will equally have concerns around export competitiveness We always say a weak dollar is the cure for all ails in the global economy Its hugely stimulative and sparks a flywheel effect for global liquidity When the likes of ECB or PBOC try to slow currency strength they do so by essentially printing their own currency to buy dollars This"
X Link 2026-01-28T15:17Z 26.8K followers, 13K engagements
"Thursday Top Crypto News In one short thread"
X Link 2026-01-29T08:35Z 26.8K followers, [----] engagements
"Yesterday Bitcoin spot ETFs recorded a total net outflow of $19.64 million. Ethereum spot ETFs recorded a total net inflow of $28.10 million. Solana spot ETFs recorded a total net inflow of $6.69 million"
X Link 2026-01-29T08:35Z 26.8K followers, [---] engagements
"SEC Chair Paul Atkins stated that crypto innovation exemptions (covering tokenized securities DeFi etc.) may not be released this month or next as they are being handled cautiously; he had previously hoped for a January release. Wall Street firms JPMorgan Citadel and SIFMA met with the SEC's crypto task force to express concerns about the exemptions' economic impact. https://twitter.com/i/web/status/2017134762209525890 https://twitter.com/i/web/status/2017134762209525890"
X Link 2026-01-30T07:16Z 26.8K followers, [---] engagements
"The U.S. Department of Justice announced that last week it obtained legal title to over $400 million in cryptocurrencies real estate and monetary assets related to the darknet mixing service Helix"
X Link 2026-01-30T07:16Z 26.8K followers, [---] engagements
"The US have Scott Bessent hedge fund titan worked at Soros with Drukenmiller running the treasury Kevin Warsh investment banker also worked alongside Stan Drukenmiller about to run the Fed The UK have Andrew Bailey academic before joining the BoE in [----] Rachel from accounts cashier and junior analyst at the BoE before moving into a career in politics running the UK treasury If you had to which combo would you bet on being more successful Tough one isnt it 🤔 https://twitter.com/i/web/status/2017246256347681056 https://twitter.com/i/web/status/2017246256347681056"
X Link 2026-01-30T14:39Z 26.8K followers, [----] engagements
"What does everything think having biggest impact on Bitcoin this weekend Warsh and the fear of balance sheet and liquidity contraction under his tenure Government shut down and liquidity draining impact of a rising TGA Maybe a bit of both"
X Link 2026-02-01T11:54Z 26.8K followers, [----] engagements
"Nice prediction market stats Prediction markets exceeded $12 billion in volume in January setting a new all-time high. Among them Kalshi Polymarket Opinion and Probable each surpassed $1 billion in volume. At the same time prediction markets generated more than $11 million in on-chain fees in January with Opinion contributing $6.14 million and Polymarket contributing $2.62 million. https://twitter.com/i/web/status/2017984943243096463 https://twitter.com/i/web/status/2017984943243096463"
X Link 2026-02-01T15:34Z 26.8K followers, [----] engagements
"@peruvian_bull lol - a dictatorship without freely open capital markets wanting to be a reserve currency"
X Link 2026-02-01T19:46Z 26.8K followers, [----] engagements
"This is spot on from @briangobosox and articulates what weve been saying The Fed balance sheet expansion isnt a policy choice that Warsh can come in and reverse Its a necessity as an implicit function of how the current financial system and its funding mechanics operate 👇 Kevin Warsh has an unheathly obsession with the Fed's balance sheet but he's unlikley to be able to do much about it. https://t.co/3il6rfkz5y Kevin Warsh has an unheathly obsession with the Fed's balance sheet but he's unlikley to be able to do much about it. https://t.co/3il6rfkz5y"
X Link 2026-02-02T09:53Z 26.8K followers, [----] engagements
"According to Bloomberg a portion of U.S. spot Bitcoin ETF investors are currently sitting on paper losses. Data shows that ETF-based buyers entered at an average cost of around $84100 per Bitcoin implying unrealised losses of roughly 8%9% at current prices near $79000"
X Link 2026-02-03T08:13Z 26.8K followers, [---] engagements
"Galaxy Digital research head Alex Thorn said Bitcoins recent weakness suggests it could drift lower over the coming weeks or months toward the 200-week moving average near $58000. He noted that 46% of BTC supply is currently underwater with a clear supply gap between $70k$80k https://twitter.com/i/web/status/2018598693604061407 https://twitter.com/i/web/status/2018598693604061407"
X Link 2026-02-03T08:13Z 26.8K followers, [---] engagements
"Bitcoin just feels like it wants to take a look sub 70k One final capitulation maybe"
X Link 2026-02-03T18:48Z 26.8K followers, [----] engagements
"The report highlighted significant user adoption adding [----] million new estimated users in the fourth quarter to reach a total of [-----] million users worldwide. The quarter marked the eighth consecutive quarter in which the stablecoin added more than [--] million users"
X Link 2026-02-05T08:05Z 26.8K followers, [---] engagements
".S. Treasury Secretary Scott Bessent said during a congressional hearing that the U.S. will retain Bitcoin obtained through asset seizures but will not direct private banks to buy BTC during market downturns or bail out Bitcoin"
X Link 2026-02-05T08:05Z 26.8K followers, [---] engagements
"In an exchange with California Congressman and longtime crypto critic Brad Sherman Bessent stressed that neither he nor the Financial Stability Oversight Council has such authority adding that seized BTC held by the government has grown in value from about $500 million to over $15 billion. https://twitter.com/i/web/status/2019321577335132241 https://twitter.com/i/web/status/2019321577335132241"
X Link 2026-02-05T08:05Z 26.8K followers, [---] engagements
"Now were getting the Tether FUD feels ever closer to the low Thats have one more decent flush out and we can then start having nice things again"
X Link 2026-02-05T12:02Z 26.8K followers, [----] engagements
"@TheStalwart Does yield curve control and throws his anti big balance sheet ideas out of the window 😂"
X Link 2026-02-05T12:03Z 26.8K followers, [----] engagements
"Thats the hard thing to navigate this move Still feel fundamentally were set up for move higher US liquidity impulse turning positive with the RMP purchases and shutdown averted Lagged impact of dollar weakness to feed through too It makes sense why we topped in October but Id expect to start moving back higher now but this structural selling need to slow and theres no way of telling when that ends Think when it does we reprice higher quite quickly https://twitter.com/i/web/status/2019391428753829912 https://twitter.com/i/web/status/2019391428753829912"
X Link 2026-02-05T12:43Z 26.8K followers, [---] engagements
"Get those interest rates down Huge JOLT: December Job Openings crater to [-----] million from [-----] million (revised to [-----] million) Exp [-----] million Huge JOLT: December Job Openings crater to [-----] million from [-----] million (revised to [-----] million) Exp [-----] million"
X Link 2026-02-05T15:21Z 26.8K followers, [----] engagements
"Its frustrating its scary watching your portfolio draw down like this Makes you start to question yourself and your thesis and then others pile on with the FUD and Bitcoins over Its the same EVERY SINGLE TIME At some point well tag $1mio and correct back to 700k and the death of BTC will once again be touted and it will feel equally painful"
X Link 2026-02-05T21:00Z 26.8K followers, [---] engagements
"This is what makes this particularly uncomfortable Although we had a negative US liquidity pulse in Q4 (equities did ok we think because market was CJ asking performance having been under positioned after liberation day tariff FUD) Gold has had a structural demand story Bitcoin has had a structural sell story with OG whales selling US liquidity should start to pick up now with shutdown averted and RMP purchases hitting Broader macro looks fine. US growth robust disinflation - signs of underlying economy actually picking up If we dont recover over the next couple of months might have to ask a"
X Link 2026-02-05T21:23Z 26.8K followers, [----] engagements
"We said yesterday the relentless move lower in Bitcoin and crypto had the feel of someone blowing up and forced to liquidate a portfolio This sounds a plausible explanation 👇 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 volume day on $IBIT ever by a factor of nearly 2x trading $10.7B today. Additionally roughly $900M in options premiums were"
X Link 2026-02-06T07:36Z 26.8K followers, 14K engagements
"Lows are in Bitcoin is still about $69000 too high https://t.co/CNrgxl2vEE opinion Bitcoin is still about $69000 too high https://t.co/CNrgxl2vEE opinion"
X Link 2026-02-08T08:52Z 26.8K followers, 16.9K engagements
"According to FT Tether is accelerating its expansion seeking to evolve from a crypto infrastructure provider into a diversified group. Its portfolio now includes about [---] investments headcount is around [---] and it plans to hire [---] more staff. Sources say new CFO Simon McWilliams is strengthening governance and centralizing finance and operations in London"
X Link 2026-02-08T08:56Z 26.8K followers, [---] engagements
"Mempool developer Mononaut said Bitcoin mining difficulty has dropped 11.16% to [------] T marking the largest single negative adjustment since Chinas mining crackdown in July [----] and the 10th-largest decline in Bitcoins history. The drop was largely driven by weather-related mining curtailments in late January while implied hashrate data shows signs of recovery later in the current difficulty adjustment epoch. https://twitter.com/i/web/status/2020421444212051991 https://twitter.com/i/web/status/2020421444212051991"
X Link 2026-02-08T08:56Z 26.8K followers, [---] engagements
"Tether assisted Turkish authorities in freezing $544m (approx. 460m) in crypto assets linked to illegal betting as part of a money laundering investigation. Additionally Tether revealed it has aided law enforcement in [----] cases across [--] countries freezing a total of $3.4b in illicit USDT. https://twitter.com/i/web/status/2020421448305655919 https://twitter.com/i/web/status/2020421448305655919"
X Link 2026-02-08T08:56Z 26.8K followers, [---] engagements
"@alex_fazel @blockchainchick Especially under a Warsh Fed"
X Link 2026-02-08T23:48Z 26.8K followers, [--] engagements
"Tuesday Top Crypto News In one short thread"
X Link 2026-02-10T08:21Z 26.8K followers, [----] engagements
"Yesterday the U.S. Bitcoin spot ETFs recorded total net inflows of $145 million led by Grayscale with $131 million in net inflows. Ethereum spot ETFs saw total net inflows of $57.05 million marking the first net inflow after three consecutive days of net outflows"
X Link 2026-02-10T08:21Z 26.8K followers, [---] engagements
"CryptoQuant said Bitcoin has not yet shown a full capitulation bottom with several key onchain indicators still in a bear phase rather than the extreme bear phase typically seen at historic cycle lows"
X Link 2026-02-14T07:38Z 26.8K followers, [---] engagements
"So many thoughts circling the mind right now on this market What follows here is an internal dialogue a stream of consciousness as we try to form a coherent view and picture of the market Feel comfortable on the macro side (disinflation with robust growth) whilst global liquidity remains high and US liquidity pulse is picking up with the RMP purchases The challenge to liquidity is the capex spend taking a chunk of cash out of the market to spend on AI related infra and energy but that should be overpowered by the plans the treasury and Warsh are cooking up Then theres the disruption to"
X Link 2026-02-12T21:39Z 26.8K followers, [----] engagements
"The world's largest stablecoin saw notable growth in the fourth quarter of [----] despite the market crash in October. Tether's USDT market report on Wednesday revealed that the stablecoin hit a fresh high of $187.3 billion in market capitalization increasing by $12.4 billion during the quarter https://twitter.com/i/web/status/2019321568183169337 https://twitter.com/i/web/status/2019321568183169337"
X Link 2026-02-05T08:05Z 26.8K followers, [---] engagements
"CryptoQuant noted that while Bitcoins Feb. [--] sell-off saw about $5.4 billion in realised losses in a single day monthly cumulative realized losses remain well below levels observed at prior bear-market bottoms. It added that its ultimate bear-market bottom is currently around $55000 and that bottoms usually take months to form. https://twitter.com/i/web/status/2022576111125688511 https://twitter.com/i/web/status/2022576111125688511"
X Link 2026-02-14T07:38Z 26.8K followers, [---] engagements
"According to TASS the Central Bank of Russia plans to conduct a study in [----] on the feasibility of issuing a Russian domestic stablecoin. First Deputy Governor Vladimir Chistyukhin said at the Alfa Talk conference that while the central banks long-standing position has been to prohibit such products it will reassess the risks and prospects in light of practices in other countries and submit the findings for public discussion. https://twitter.com/i/web/status/2022576116435763668 https://twitter.com/i/web/status/2022576116435763668"
X Link 2026-02-14T07:38Z 26.8K followers, [---] engagements
"Shit just realised its Friday 13th tomorrow 😬 Nightmare on Wall Street"
X Link 2026-02-12T23:45Z 26.8K followers, [----] engagements
"The Chinese government has proposed comprehensively introducing technologies such as blockchain to conduct full-chain certification of green electricity production and consumption continuously strengthening the traceability of green electricity consumption and exploring feasible pathways to incorporate green certificates into carbon emission accounting"
X Link 2026-02-14T07:38Z 26.8K followers, [---] engagements
"Sign up to our FREE newsletter for our thoughts on the macro and key crypto news 👇🏼 New Edition of Connecting the Dots - Out Now We cover the current macro environment Fed Chair Warsh and what may have caused last weeks crypto capitulation. Join [----] traders and read it here 👇 https://t.co/Uaw6CBCfJm New Edition of Connecting the Dots - Out Now We cover the current macro environment Fed Chair Warsh and what may have caused last weeks crypto capitulation. Join [----] traders and read it here 👇 https://t.co/Uaw6CBCfJm"
X Link 2026-02-14T07:38Z 26.8K followers, [----] engagements
"This is what weve learnt from the last [--] minutes of listening to JPow which markets didnt know before 👇🧵 Nothing Markets can carry on riding the liquidity wave which is rising with Fed balance sheet expansion and accelerating with a weaker dollar (and mace accelerating with currency wars) Only risk we see in the horizon is a pending government shut down which might soften the liquidity pulse If you want to take away anything the Fed is still moving towards easier policy financial conditions will continue to be easy and we remain in a very bullish risk environment Bitcoin of course still"
X Link 2026-01-28T20:23Z 26.8K followers, [----] engagements
"CME Group owner of the world's largest derivatives exchange operator by trading volume said it's actively considering launching its own coin and moving all of its crypto products to 24/7 trading during its Q4 earnings call on Wednesday"
X Link 2026-02-05T08:05Z 26.8K followers, [---] engagements
"Dear Jane Street Please can you have a day off today and not slam us at 3pm We are tired please give us a break Best LCC"
X Link 2026-02-06T13:03Z 26.8K followers, [----] engagements
"Not behind the paywall so havent read but from what I can see hes putting a lot of weight on Warsh shrinking the balance sheet If thats the case I disagree in that I dont think Warsh is going to be able to shrink the Fed balance sheet at least not immediately The Fed have literally just started balance sheet expansion with the RMP purchases If Warsh does seek to reduce reliance on Fed balance sheet that will be a slow process played out over his term but still dont think its going to be bad for liquidity as it will be done alongside regulatory changes that essentially mean the private sector"
X Link 2026-02-08T08:39Z 26.8K followers, [--] engagements
"Nasdaq-listed Forward Industries the largest publicly traded Solana treasury company is facing a difficult period. FWDI currently holds nearly [--] million SOL more than the next three competitors combined. Its average SOL acquisition cost is about $232; at the current price near $85 the holdings are valued at roughly $600 million implying an unrealized loss of nearly $1 billion. FWDI shares have also fallen from nearly $40 at last years peak to around $5. https://twitter.com/i/web/status/2020421440659509650 https://twitter.com/i/web/status/2020421440659509650"
X Link 2026-02-08T08:56Z 26.8K followers, [---] engagements
"This is a great read and explains the inevitability of the Fed needing to continue to print money and expand the balance sheet or else see the financial system collapse As weve said before the expansion of the Fed balance sheet isnt a policy choice but a necessity and implicit function of how the current fiat credit based system is structured Warsh is powerless to stop this train This piece frames this as the on-going bull case for gold which we agree with but of course its also going to send Bitcoin parabolic too Trump's Federal Reserve chairman-designate will not be able to stop the bull"
X Link 2026-02-10T00:00Z 26.8K followers, [----] engagements
"@MisterSpread @options_insight Think one more low before making new record highs"
X Link 2026-02-11T21:15Z 26.8K followers, [---] engagements
"Not sure its conviction lol - just trying to make sense of it I dont think Trump a big issue for us equities - on net hes good for them In fact I think Trump is making America the only game in town Youd want to bet more on Bessent/Warsh than Reeves/Bailey 😂 Tech also they only game in town long term and the US is the only place to be in that respect If Trump was the reason for this not sure Treasuries would be rallying So far more on the side its the AI disruption fears driving a broad de-risking than anything else"
X Link 2026-02-12T22:00Z 26.8K followers, [---] engagements
"@BTCnPEPE We hit a new record high in Bitcoin back in October. It outperformed everything in [----] and [----] Admittedly its been a shit salt cycle but most alts are worthless anyway and never coming back"
X Link 2026-02-12T22:49Z 26.8K followers, [--] engagements
"Crypto move lower been relentless It does start to give vibes that someones in trouble and forced to liquidate a portfolio Urggh painful Hard to buy into the software related sell off idea given Bitcoins divergence Warsh and liquidity fears Maybe although assets outside of gold/silver not showing same level of concern (and gold/silver were both due decent correction) Anyway this too shall pass US yields are contained (as are Japans - been a while since carry trade unwind fears being spoken about 😂) Dollar bounce off lows but remains in a downtrend Oil off the lows but still low Shutdown"
X Link 2026-02-05T20:36Z 26.8K followers, [----] engagements
"Digital asset investment products saw a much smaller $187m in total outflows last week"
X Link 2026-02-09T08:32Z 26.8K followers, [----] engagements
"According to Axios crypto trading platform Backpack Exchange is in talks for a new funding round at a $1 billion pre-money valuation. Sources say the company plans to raise $50 million though the final round size could be larger. Backpack Exchange was founded by former members of the FTX and Alameda Research teams. https://twitter.com/i/web/status/2021137356556755167 https://twitter.com/i/web/status/2021137356556755167"
X Link 2026-02-10T08:21Z 26.8K followers, [---] engagements
"Market really quite dead BlockFills news unhelpful for a market worried about dead bodies floating to the surface Was discussing on podcast yesterday with @options_insight that without a break above 72k feels we might drift back to take a look at the 60k level and a final little shakeout Lows are close though just no need to be a hero https://twitter.com/i/web/status/2021628459651674182 https://twitter.com/i/web/status/2021628459651674182"
X Link 2026-02-11T16:52Z 26.8K followers, [----] engagements
"Thursday Top Crypto News In one short thread"
X Link 2026-02-12T08:54Z 26.8K followers, [----] engagements
"As the U.S. moves towards more crypto legislation including the Clarity Act institutional investors are expected to play a major role in driving digital asset inflows in 2026"
X Link 2026-02-12T08:54Z 26.8K followers, [---] engagements
"According to Bloomberg Strategy CEO Phong Le stated that the company will issue more perpetual preferred shares to address investor concerns over stock price volatility. The new product "Stretch" offers investors exposure to digital assets while mitigating risk with a monthly reset dividend rate of 11.25% designed to stabilise its price around a $100 face value"
X Link 2026-02-12T08:54Z 26.8K followers, [---] engagements
"So far perpetual preferred shares have made up a small portion of Strategys financing which has included $370 million in common stock and $7 million in preferred shares to fund recent Bitcoin purchases"
X Link 2026-02-12T08:55Z 26.8K followers, [---] engagements
"According to Arkham monitoring Binance's SAFU fund address has purchased [----] BTC worth $304.58 million. The SAFU fund has now completed its $1 billion Bitcoin purchasing plan and currently holds [-----] BTC valued at $1.005 billion"
X Link 2026-02-12T08:55Z 26.8K followers, [---] engagements
"Kyrgyzstans crypto market has quickly become one of the fastest-growing sectors in the countrys economy. According to official data the countrys crypto transaction volume surpassed $7.9 billion in the first three quarters of [----] with a total annual volume exceeding $20.5 billion generating $22.8 million in tax revenue https://twitter.com/i/web/status/2021870646934851900 https://twitter.com/i/web/status/2021870646934851900"
X Link 2026-02-12T08:55Z 26.8K followers, [---] engagements
"DCG CEO Barry Silbert stated that 5%-10% of Bitcoin will likely flow into privacy-focused cryptocurrencies like Zcash over the next few years as the crypto market evolves. He emphasised that privacy coins represent an asymmetric investment opportunity similar to Bitcoins early days with Zcash having the potential for 100x 500x or even 1000x returns which he believes is unlikely for Bitcoin. https://twitter.com/i/web/status/2021870649539526854 https://twitter.com/i/web/status/2021870649539526854"
X Link 2026-02-12T08:55Z 26.8K followers, [---] engagements
"Dont forget to sign up to our FREE newsletter for our summary of the macro and its impact on crypto markets. 👇🏼 New Edition of Connecting the Dots - Out Now We cover the current macro environment Fed Chair Warsh and what may have caused last weeks crypto capitulation. Join [----] traders and read it here 👇 https://t.co/Uaw6CBCfJm New Edition of Connecting the Dots - Out Now We cover the current macro environment Fed Chair Warsh and what may have caused last weeks crypto capitulation. Join [----] traders and read it here 👇 https://t.co/Uaw6CBCfJm"
X Link 2026-02-12T08:55Z 26.8K followers, [----] engagements
"Crypto majors trade at the following levels BTC [-----] (flat over [--] hours) ETH [----] (up 0.7%) XRP [-----] (up 0.8%) SOL [-----] (down 0.6%) Have a great day"
X Link 2026-02-12T08:55Z 26.8K followers, [----] engagements
"Thoughts on this from the better tech brains than us From a narrative perspective the recent announcement from Saylor on the Bitcoin security programme and things like the below should provide some quantum comfort The risk is being taken seriously and addressed theres probably not a better set of brains than in the crypto space to get ahead of quantum risks Bitcoin just made a meaningful step toward future quantum resistance 💪 An updated version of BIP [---] has just been merged into the official Bitcoin BIP GitHub repository. The update introduces Pay-to-Merkle-Root (P2MR) a proposed new"
X Link 2026-02-12T09:24Z 26.8K followers, [----] engagements
"According to Bloomberg market maker Jump Trading is set to receive small equity stakes in prediction market platforms Kalshi and Polymarket in exchange for providing liquidity. Sources say Jumps deal with Kalshi involves a fixed equity percentage while its stake in Polymarket will increase over time based on the trading capacity Jump supplies to Polymarkets U.S. operations. https://twitter.com/i/web/status/2021137354006683942 https://twitter.com/i/web/status/2021137354006683942"
X Link 2026-02-10T08:21Z 26.8K followers, [---] engagements
"JPMorgan has turned bullish on the crypto market for [----] citing institutional inflows and clearer regulations as key drivers for recovery. Analyst Nikolaos Panigirtzoglou noted that Bitcoin after falling below its estimated production cost of $77000 is nearing a new equilibrium with miner capitulation helping the market self-correct in the medium to long term https://twitter.com/i/web/status/2021870634574176696 https://twitter.com/i/web/status/2021870634574176696"
X Link 2026-02-12T08:54Z 26.8K followers, [---] engagements
"Saturday Top Crypto News In one short thread"
X Link 2026-02-14T07:38Z 26.8K followers, [----] engagements
"Crypto majors trade at the following levels BTC [-----] (up 4% in [--] hours) ETH [----] (up 5.8%) XRP [-----] (up 4.1%) SOL [-----] (up 7.7%) Have a great day"
X Link 2026-02-14T07:38Z 26.8K followers, [----] engagements
"Newsletter is LIVE "Connecting the Dots" between macro and crypto. Please RETWEET to spread the word. Sign up HERE. https://open.substack.com/pub/londoncryptoclub/p/connecting-the-dotsr=9hpb7&utm_campaign=post&utm_medium=web https://open.substack.com/pub/londoncryptoclub/p/connecting-the-dotsr=9hpb7&utm_campaign=post&utm_medium=web"
X Link 2022-10-14T20:15Z 26.8K followers, [--] engagements
"Yesterday an interesting debate took place in UK parliament on cryptocurrency regulation. Heres the key takeaways.this is a must read"
X Link 2023-06-14T13:08Z 26.8K followers, 57.7K engagements
"Whos been buying the Bitcoin ETFs Well were gonna find out. - Starting next week institutional investment managers will file their 13F forms with the SEC. - The SEC Form 13F is a quarterly report that is required to be filed by all institutional investment managers with at least $100 million in assets under management. It discloses their equity holdings. - Managers are required to file Form 13F within [--] days after the last day of the calendar quarter. Most funds wait until the end of this period in order to conceal their investment strategy from competitors and the public. - The filings will"
X Link 2024-03-26T08:48Z 26.8K followers, 41.2K engagements
"For all the macro doomers who dont understand the world post [----] There will be no credit event Central banks have removed that tail risk Gilt market blow up BOE buy the gilts US Regional banking blow up Deposits guaranteed BTFP short term 400bn ramp in Fed balance sheet World shutdown on pandemic No problem QE funded fiscal They default by stealth devaluation of the currency Long Bitcoin is the ultimate expression of your correct view of an unsustainable fiat credit driven system but its all going higher in fiat terms"
X Link 2024-03-29T11:57Z 26.8K followers, 35.5K engagements
"The US is currently printing $1trn of deficits every quarter🤯 Thats where resilience comes from Thats also why bears continue to get rekt fighting that wave of cash flowing into markets🌊 Fiscal dominance taking the lead role in currency debasement giving monetary dominance a breather As for the monetary side direction of travel matters more than timing US data only helps the bears IF its sufficiently strong to make the next move a hike Thats a high bar. At worst we get higher for longer At best the Fed have quietly pivoted to higher inflation range target and are going to cut anyway🤫 The"
X Link 2024-04-05T13:13Z 26.8K followers, 42.1K engagements
"Total trading volume for the Hong Kong BTC and Ether ETFs was $11m. Bitcoin posted $8.5m volume and Ether $2.5m. By comparison day [--] volume of the Bitcoin ETFs in the US was $655m"
X Link 2024-04-30T08:58Z 26.8K followers, 254.4K engagements
"Still of the view in both tech and crypto this is a correction to a bull trend Some recession fears plus this JPY carry unwind Yet the big pension and lifer funds in Japan wont be reallocating long term holdings to pick up 25bps at home More likely they hedge out currency risk which can keep usdjpy heading lower US treasury market blowing up would be far more concerning yet its bid and weve been saying that the Fed are behind the curve for a while at LCC. Labor market been clearly slowing for months Yet mild recession not depression would be a reasonable base case and for markets that are a"
X Link 2024-08-05T12:18Z 26.8K followers, 59.5K engagements
"Hardest thing in the world is to be short markets No one ever got rich over time being short assets The system is designed so that over time assets inflate or put the other way so that the currency debases Thats how debt driven fiat economies work (you need the assets to inflate as its the collateral that underpins the ever increasing borrow needs) Mathematically being long also makes more sense So to make money being short you have to time it exceptionally well and have a stars align moment Its why they made a film called the Big Shortits rare anyone makes money being short so when they do"
X Link 2024-09-12T10:55Z 26.8K followers, 38.7K engagements
"@crypto_bitlord7 I can only see the genius and a man so confident in his ability that he doesnt give a fck Sell your coins the day hes in a suit with a side parting trying to look credible 😂"
X Link 2024-09-18T09:50Z 26.8K followers, 17K engagements
"@WuWei113 The look from Oprah at the end as if to ask does anyone know what shes talking about 😂"
X Link 2024-09-20T07:13Z 26.8K followers, 23.5K engagements
"Liquidity liquidity liquidity 🌊🌊🌊 Over the Xmas period the RRP (cash parked at the Fed overnight) rose from sub $100bn to over $473bn on 31st Dec Thats nearly $400bn of cash sucked out of the market in [--] weeks No wonder stocks had such a weak end to the year dragging crypto with it Now that year end window dressing is over we fully expect that $400bn to flood back into the market in short order Quite remarkable how well supported Bitcoin was relatively amidst such a liquidity drawdown 💪 Expect Bitcoin can retrace back to the December highs over next couple of weeks as this liquidity flows"
X Link 2025-01-02T09:20Z 26.8K followers, 66K engagements
"Just a counter view to @blknoiz06 here We think everyone overestimating both the likelihood of tariffs or at least the size (Trump goes big as negotiation tactic and likely delivers much less) Its a bit too textbook to assume tariffs are inflationary. We didnt see any substantial inflationary impact from last time Trump was in power (particularly if tariffs offset by China led global disinflation and a stronger dollar) Under Trump evidence of on shoring was weak more reorganising of supply chains with likes of Vietnam and India beneficiaries. We also saw a move towards more automation rather"
X Link 2025-01-08T18:04Z 26.8K followers, 519.1K engagements
"This is no longer about growth/inflation outlook This is debt sustainability fears & loss of confidence in government Central banks will be the buyer of last resort Their no.1 mandate is to maintain sufficient liquidity to keep the assets which are the collateral underpinning the system artificially high Liquidity is coming 🌊🌊🌊 Bitcoin is the ultimate hedge against the failure of the fiat system 💪 UK [--] Year Gilt Yield 4.86% [--] yr Gilt Yield breaking North as well. Global Rates start to break. https://t.co/mruUuygM47 UK [--] Year Gilt Yield 4.86% [--] yr Gilt Yield breaking North as well."
X Link 2025-01-09T09:20Z 26.8K followers, 23.6K engagements
"The liquidity is coming 🌊🌊🌊 Its not a choice its driven by the debt cycle These dips are your friend in a bull market Were still in a bull market BTFD 💪 Why it's all going to be ok.(you guys need to have your own conviction not rented from some bozo like me). Global M2 is repeating 2016/7. https://t.co/lUT2DLWxTf Why it's all going to be ok.(you guys need to have your own conviction not rented from some bozo like me). Global M2 is repeating 2016/7. https://t.co/lUT2DLWxTf"
X Link 2025-01-10T08:13Z 26.8K followers, 12K engagements
"Todays Non Farm Payrolls feels like a big deal (short term) We actually think theres an asymmetry which favours risk and BTC Market way overstretched on this US reflation story In line/stronger print and 10yr yields kneejerk [--] to 10bps higher and risk comes under a little more pressure Soft print however and we could see a sharp reversal in US yields and the dollar and risk fly BTC will be at 100k into short order in that scenario As a side note ridiculous that the Fed have become so erratic and data dependent that each individual data point now takes on added significance for the direction"
X Link 2025-01-10T12:36Z 26.8K followers, 29.8K engagements
"Oof Strong headline at 256k Vs 164k expected Unemployment rate ticking down from 4.2% to 4.1% On the positive however softer wages at 3.9% from 4% Think risk will hold in ok on this as per below (that kneejerk dump may well mark the lows) Obviously watch 10yr yields gonna be important But the softer wages labour market still solid almost Goldilocks If 10yr doesnt break higher from here expect equities and Bitcoin can rip Bears youve had everything Sh*t or get off the pot Todays Non Farm Payrolls feels like a big deal (short term) We actually think theres an asymmetry which favours risk and"
X Link 2025-01-10T13:39Z 26.8K followers, 136.6K engagements
"We spoke yesterday about the asymmetry for BTC into the NFP After the recent dip on strong macro headwinds Strong number offered limited downside Weak number and US yields and dollar would reverse BTC flies Played out pretty well Still a strong underlying bid for BTC as sidelined cash flows in post the US election (this will only accelerate as we get more clarity on the regulatory landscape from the incoming administration) Liquidity also remains ample with the RRP draw down (circa $60bn cash injected into markets this week) US debt ceiling hits around the next week which means no more net"
X Link 2025-01-11T12:33Z 26.8K followers, 12.4K engagements
"The emerging talk of BTC $70k targets following the Silk Road selling FUD is the final confirmation Lows are in for Bitcoin"
X Link 2025-01-14T08:43Z 26.8K followers, [----] engagements
"PPI out in [--] mins Since the hawkish Fed pivot in Dec the beta to inflation data is now higher CPI tomorrow obviously the big event but given recent bond moves PPI also important As with the NFP however we feel theres an asymmetry into today and CPI tomorrow Market has gone too far in pricing out the Fed in our view Stronger/in line data little room to price out more limiting downside for BTC A softer print and rates markets can move more aggressively and quickly take BTC back above 100k"
X Link 2025-01-14T13:21Z 26.8K followers, 54.8K engagements
"Softer UK CPI today (2.5% Vs 2.6% prior) Interesting too services inflation fell from 5% to 4.4% Weaker US PPI yesterday US CPI big data point today We continue to think the fears of reaccelerating inflation are overblown Hard to see inflation with China exporting deflation a global growth slowdown and oil not gone anywhere in a year The sharp rise in global bond yields led by the US could unwind very rapidly here Macro headwinds then become tailwinds to the positive liquidity story supporting Bitcoin and broad risk Softer US CPI today will take us back above 100k and expect we can then"
X Link 2025-01-15T08:16Z 26.8K followers, 50.3K engagements
"China overnight injected a near record amount of short term funds to keep banking system liquidity ample ahead of the Lunar New Year PBOC injected net equivalent $131bn via the [--] day reverse repo (2d largest amount on record) Central banks will pump liquidity longer than the bears can stay solvent 🌊🌊🌊"
X Link 2025-01-15T10:16Z 26.8K followers, 10.6K engagements
"Softer Core CPI at 3.2% you down from 3.3% (and 3.3% exp) Well have our bull market back pls 🚀 PPI out in [--] mins Since the hawkish Fed pivot in Dec the beta to inflation data is now higher CPI tomorrow obviously the big event but given recent bond moves PPI also important As with the NFP however we feel theres an asymmetry into today and CPI tomorrow Market has PPI out in [--] mins Since the hawkish Fed pivot in Dec the beta to inflation data is now higher CPI tomorrow obviously the big event but given recent bond moves PPI also important As with the NFP however we feel theres an asymmetry"
X Link 2025-01-15T13:32Z 26.8K followers, 33.1K engagements
"The macro headwinds continue to ease 10yr yields now testing sub 4.60% and we expect will continue to correct lower Broad dollar simmering too We hit the BTC 100k we expected and feel good calling for new record highs next week through the inauguration The risk to our view here is we hit record highs BEFORE the inauguration 👀 Softer UK CPI today (2.5% Vs 2.6% prior) Interesting too services inflation fell from 5% to 4.4% Weaker US PPI yesterday US CPI big data point today We continue to think the fears of reaccelerating inflation are overblown Hard to see inflation with China exporting"
X Link 2025-01-16T20:05Z 26.8K followers, 28.2K engagements
"Our biggest non consensus view is that for 2025/2026 disinflation if not outright deflation will be the biggest problem for western central banks Extremes of Covid have distorted economic cycles but fundamentally they havent changed We still believe were in a disinflationary world driven by debt technology and an ageing population The worlds second largest economy is in a deflationary spiral which it will export to the world Global growth is falling and US resilience is merely a function of the insane deficits north of 7% that Biden has been running We have had sharp falls in inflation from"
X Link 2025-01-17T10:06Z 26.8K followers, 29.1K engagements
"Do not over complicate this one fam When the TGA starts to draw down over the coming weeks EVERYTHING is going higher Bond equities Bitcoin Bitcoin goes up the most and of course alts are the biggest liquidity junkies out there All of our bags set to pump 🚀 YELLEN ADVISES US TREASURY TO START EXTRAORDINARY MEASURES Treasury's cash drain begins: the impact of this on risk assets in [----] was stronger than QE YELLEN ADVISES US TREASURY TO START EXTRAORDINARY MEASURES Treasury's cash drain begins: the impact of this on risk assets in [----] was stronger than QE"
X Link 2025-01-17T21:47Z 26.8K followers, 39.6K engagements
"Bitcoin trading at 102k after hitting record high yesterday and the time line bearish af Funding rates benign This is not what you see at the top of a market"
X Link 2025-01-21T08:41Z 26.8K followers, [----] engagements
"Youre excited by what Trump will say on crypto Were excited by US yields and the dollar rolling over We are not the same 😂 Our objectives however are aligned Looking good here guys Bit of chop and sell the news from specs with the attention of a gnat Market settling real inflows will start to come in 110k is programmed 🤝"
X Link 2025-01-21T17:35Z 26.8K followers, [----] engagements
"Liquidity 🌊🌊🌊 Remember this spiked into year end window dressing to $473bn Thats a 377bn cash injection to markets in [----] from the RRP Plus the TGA drawn down circa 120bn ytd With the debt ceiling hit theres another 640bn from the TGA to flood in to markets Plus when RRP hits near zero Fed will end QT add in a tech and crypto friendly administration You are not bullish enough Nasdaq or Bitcoin Reverse repo tumbles to $96BN from $118.3BN Reverse repo tumbles to $96BN from $118.3BN"
X Link 2025-01-21T18:26Z 26.8K followers, 30K engagements
"Wow the good news keeps rolling This is also HUGE news Banks being able to custody client crypto (without being treated as a liability on the banks balance) will make it a much more viable proposition for banks to now enter the space I dont think judging by Bitcoin price action people fully understand how much sidelined cash is about to flow into Bitcoin Wouldnt be surprised if we hit 110k tomorrow For now London crypto club needs to go to bed Tomorrow could be a busy day 👀 SAB [---] has been rescinded allowing banks to custody Bitcoin. 🚀 https://t.co/IZrzOfcdXG SAB [---] has been rescinded"
X Link 2025-01-23T23:40Z 26.8K followers, 11.6K engagements
"The Deepseek FUD is a classic shoot first ask questions later Read various takes on the implications for NVIDIA and MAG7 and there will be better tech brains than us to comment and its not obvious this leads to less demand for compute 🤷🏽♂ From a macro point of view cheaper AI adds to our big picture disinflationary view of the world which will continue to see rates move lower and necessitate more debt monetisation which is positive Bitcoin (and will also feed back into broader risk) Crypto is also the currency of AI and we might be set to accelerate the move towards AGI So understandably"
X Link 2025-01-27T09:16Z 26.8K followers, 22.3K engagements
"With all the recent good news (and it has been good news) Bitcoin maybe just needed a wall of worry to climb The macro continues to look supportive with rising liquidity and the yield and dollar headwinds fading Accelerated growth of AI particularly if facilitated by lower operation costs reinforces the disinflationary pulse we outlined in Connecting the Dots [--] weeks ago Deflation is likely a bigger threat over the next [--] years than inflation which means printer will go brrrrr again Crypto is also the currency of AI as AI compliments a decentralised blockchain based world The repeal of SAB"
X Link 2025-01-27T21:39Z 26.8K followers, 13K engagements
"Fed keeps rates steady as expected Slightly hawkish statement removing the reference to inflation making progress towards the 2% objective But all a bit meh See what JPow has to say"
X Link 2025-01-29T19:06Z 26.8K followers, 27.5K engagements
"Powell says removal of "inflation" line is just clean up to shorten sentence not determination that inflation is rising again so the hawkish bit really not that hawkish Net Fed in no rush at the moment to cut but not learnt anything new Risk event out of the way can load up our bags"
X Link 2025-01-29T19:43Z 26.8K followers, 12.1K engagements
"Bitcoin will go higher over time with or without the US establishing a Bitcoin reserve Network effects institutional adoption and the perpetual debasement of fiat currency required to sustain an over indebted credit based system make that inevitable However When the biggest economy in the world says one of the first things theyre going to look at is evaluating a Bitcoin reserve If you dont pre-position and front run that possibility and the likelihood that it accelerates the path to higher prices Then we dont know what else we can tell you Theres not been a more obvious and easier trade than"
X Link 2025-02-04T23:09Z 26.8K followers, [----] engagements
"The Scott Bessent interview is really significant The desire for 10yr yields to come lower Cheaper oil as part of the plan to help bring inflation down Whilst were sceptical on their ability to bring down the deficit it potentially marks the end of fiscal dominance This likely puts the pressure back on the Fed to run lower rates and likely reinforces a weaker dollar As macro funds digest this expect we see a flip of the reflation Trump trades This means yields have a lot further to fall along with the dollar Bitcoin is about to begin the next leg higher"
X Link 2025-02-06T21:53Z 26.8K followers, 11.8K engagements
"Honestly unbelievable that you all dump on Trump tariff headlines Its like no one remembers the first [--] years he was at the wheel This is the biggest BTFD market youll ever see"
X Link 2025-02-09T22:00Z 26.8K followers, [----] engagements
"Risk is coiled to explode higher here Weve been writing all week about the asymmetry in the data given how much bad news is priced in this market which is now under positioned risk Trump tariff delay feeds our view that this is just negotiation tactic The headline risk premium will start to leak out of assets The potential for end to Russia/Ukraine war another risk positive factor and disinflationary Also today the PPI components which feed the PCE suggest we get a soft PCE inflation print which will light the touch paper USDCNH move lower is significant and continues to point to broader"
X Link 2025-02-14T08:42Z 26.8K followers, 69.7K engagements
"Its starting This dollar breakdown is significant If 10yr yields can break sub 4.40% too then it really is party time 🕺🏾 Think we could be doing the 100k parties this weekendagain 😆 Still think we see 150k by end of this quarter Risk is coiled to explode higher here Weve been writing all week about the asymmetry in the data given how much bad news is priced in this market which is now under positioned risk Trump tariff delay feeds our view that this is just negotiation tactic The headline risk Risk is coiled to explode higher here Weve been writing all week about the asymmetry in the data"
X Link 2025-02-14T14:55Z 26.8K followers, 20.4K engagements
"Keep an eye on the dollar testing new year lows here 👀 10yr yields back testing sub 4.50% The macro regime change we wrote about in the latest Connecting the Dots looks to be playing out Bullish 🚀"
X Link 2025-02-20T16:28Z 26.8K followers, [----] engagements
"This China covid FUD alongside the Bybit hack is natures way of clearing out the leverage and lettuce hands to send us into full orbit"
X Link 2025-02-21T18:26Z 26.8K followers, [----] engagements
"If youre bearish Bitcoin and worse short Bitcoin Youve seen DeepSeek and Tariff related dumps The highest liquidation event in crypto history The biggest hack in crypto history Strong Us inflation data feeding a hawkish Fed .and yet were just sat at 96k circa 10% off all time highs Bears should be feeling very nervous here 😬"
X Link 2025-02-22T13:48Z 26.8K followers, 37.5K engagements
"Feels contrarian to say this on a gloomy Monday morning where bears out in force (the Steve Cohen bear view doing rounds) Yet the bear view on stocks in light of a clearly slowing US economy is the wrong take in our view Markets are a function of rates and liquidity The Fed turned hawkish at exactly the wrong time (as the economy was living off the pre-election spend sugar high) Market now needs to start pricing more rate cuts and the Fed will also start to flip dovish (given how much government hiring supported the labour market that looks set to reverse) Lower rates and rising liquidity"
X Link 2025-02-24T11:14Z 26.8K followers, 15.5K engagements
"Lots of messages this morning given our bullish Bitcoin view so sharing a few thoughts here 👇 Firstly from a macro perspective nothing changed for us In fact everything is unfolding as we expected in our early Jan outlook That is fading US reflation story seeing the US dollar and yields move lower Thats playing out well and is a powerful tailwind for Bitcoin (and risk generally) The Fed turned hawkish at exactly the wrong moment as the strong data was simply the sugar high from pre-election spending Now the data rolling over market and the Fed need to price back more rate cuts (Fed speakers"
X Link 2025-02-25T09:04Z 26.8K followers, 10.5K engagements
"For those accusing us of being perma bulls (and for new followers) We try to capture longer term macro driven trends (not day traders) We started London Crypto Club as two friends with deep experience from tradfi and macro trading who saw Bitcoin as the best investment opportunity in a generation Bitcoin as digital gold is the hardest asset that in a world of perpetual currency debasement will outperform all other assets over time Then theres the protocols and platforms being built for the digital age set to transform all aspects of society and finance We wanted to educate and provide a macro"
X Link 2025-02-25T20:53Z 26.8K followers, 11.1K engagements
"Fed wont be able to cut because of sticky inflation Meanwhile Truflation showing sharp disinflation now at 1.44% 😳 Fed are cutting far more than market is pricing .especially once NFP goes negative 👀"
X Link 2025-03-03T18:14Z 26.8K followers, [----] engagements
"We wrote a couple of weeks ago about the macro regime shift underway Largely the move away from fiscal dominance with Bessent and co gunning for smaller deficits driving lower yields and a weaker dollar - the Fed will have to pick up the slack Change in macro regimes typically come with volatility as the momentum trades of the old regime are forcefully unwound This feels like the transition currently going through Many popular Trump Trades getting taken to the woodshed and risk grossing down Not helping broad risk is the Feds hawkish pivot at precisely the wrong moment I imagine the"
X Link 2025-03-03T19:54Z 26.8K followers, 47.6K engagements
"Underpinning our continued bullishness into [----] for Bitcoin and crypto was on-going central bank easing (ECB set to cut again today ✅) and rising global liquidity China ramping stimulus additionally supporting the global liquidity pulse However Europe lead by Germany potentially doing a $1trn fiscal package was not on our bingo card Guess we need to raise the targets for the peak of this bull market 🤔"
X Link 2025-03-06T09:49Z 26.8K followers, 20.2K engagements
"A lot of fear in this market which we feel unjustified Predominantly were seeing a broad risk deleveraging from the the momentum trade blow up with popular Trump trades being taken to the woodshed and shot Adding to that the Bund VaR shock forcing more deleveraging Feels very similar to the JPY carry unwind that started mid July last year and the S&P [---] put in a low 5th August and started full recovery from 9th August That too was a levered momentum trade unwinding A weaker dollar and lower US rates start to ease financial conditions and market reflexivity kicks in and we rally hard Global"
X Link 2025-03-10T08:27Z 26.8K followers, 10.6K engagements
"The mistake we think everyone is making on this narrative that Trump and Bessent are prepared to tank stocks as they rebalance the economy is in thinking the stock market is the economy The put the market requires comes from the Fed predominantly (although Trump planning to meet Xi suggests he is blinking) Currently the Fed seen as behind the curve and/or unable to react because sticky inflation Yet the Fed will be taking note of the weaker growth outlook and just be deciding how they flip dovish so soon after flipping hawkish without looking completely silly Yet we remain a function of rates"
X Link 2025-03-11T12:42Z 26.8K followers, 13K engagements
"Lots of conversations this morning about this market All trying to second guess Wednesday and play through different scenarios Also wide ranging opinions on the state of the economy from the stagflation view to ours which remains more sanguine with a slowing not collapsing economy and still see an underlying disinflationary dynamic playing out Clarity on the tariff situation however likely resolves a lot of debates short term Remain of the view that a lot of bad news has been front loaded into this market and Q2 the headlines soften as negotiations take place compromises made Quarter end also"
X Link 2025-03-31T09:24Z 26.8K followers, 17.4K engagements
"All eyes on China 👀 Not entirely bought into the China theories yet Weakening of the fix is an important signal but maybe a warning to the US that they could devalue offset the impact of tariffs and cause more carnage in the stock market China at this point want to be viewed as the stable super power Of course a deval would be massively bullish BTC Problem is China then incentivised ahead of that to keep a lid on BTC and prevent capital trying to flood out of China Also not entirely convinced on this idea about China behind the Treasury sell off If they were selling treasuries in size they"
X Link 2025-04-08T07:36Z 26.8K followers, 46.8K engagements
"Just a reminder as treasury yields start to rise The entire global financial system cant survive without ever more central bank liquidity The Feds number [--] policy goal is to ensure sufficient liquidity and proper functioning of the treasury market The liquidity pump is coming However much Bitcoin you own you dont own enough"
X Link 2025-04-09T08:01Z 26.8K followers, 15.7K engagements
"Fed intervention is coming Just might require a final capitulation moment Bitcoin looks like its starting to sniff this out Dimon expects the Treasury market to seize up followed by Fed intervention. https://t.co/QCznjaZe3Q Dimon expects the Treasury market to seize up followed by Fed intervention. https://t.co/QCznjaZe3Q"
X Link 2025-04-11T15:38Z 26.8K followers, 21.6K engagements
"Repeat after us Central banks have removed the left tail risk from markets BTFD 🔴 Fed's Collins: Fed is absolutely ready to help stabilize the market if needed - FT. 🔴 Fed's Collins: Fed is absolutely ready to help stabilize the market if needed - FT"
X Link 2025-04-11T20:19Z 26.8K followers, 28.1K engagements
"This is literally all you need to know and understand We say that as macro guys who took a long time to adjust to the world that is driven by rates and liquidity The left tail risk is removed The right tail risk pump is unlimited What weve seen over the past few weeks is as good as it gets for the bears And its still not that great Liquidity will flow and equities will make new record highs and finish the year much higher Buy dips HODL Dont sell the lows dont be sidelined Those looking for a 1929/200/2008 style crash in equities simply have not adjusted to a post [----] world ruled by liquidity"
X Link 2025-04-12T22:59Z 26.8K followers, 20.4K engagements
"We just need Trump to wake up now and say something like I respect Xi hes a great guy a strong guy a smart guy hes very smart some say hes as smart me I dont know but hes very smart .and then we full send 😂😂"
X Link 2025-04-16T09:59Z 26.8K followers, 24.7K engagements
"No coincidence that China cut rates (estimated to inject 1trn Yuan of liquidity into the market) as they announce talks with US Weaker dollar will be part of all these trade negotiations and it benefits everyone especially China who continue to battle a deflationary spiral Weaker dollar allows everyone else to ease and stimulate Interventions also to slow currency strength (see HKD) increase the money supply (printing local currency to buy up dollars and increase FX reserves) It drives a MASSIVE easing of global financial conditions and is a HUGE injection of liquidity into the global"
X Link 2025-05-07T07:56Z 26.8K followers, 51.5K engagements
"Bitcoin price action is super constructive After such a big move minimal pull back some consolidation Funding rates muted All looks healthy We called for new record highs earlier in the week post the China rate cut and with the weaker dollar allowing a ramp in global liquidity Its looking good fam"
X Link 2025-05-10T07:30Z 26.8K followers, 24K engagements
"Global bond markets but particularly US and Japan continue to be the major focus In the fiat world the whole ponzi is held together by the magic fairy dust of confidence Belief in responsible government and the credibility of currency [----] was the end game for the fiat system but the adjustment and deleveraging required was simply too painful so governments and central banks artificially inflated the assets which were the collateral underpinning the system Today the BoJ own circa 50% of their domestic bond market The ECB circa 30% The Fed circa 20% Those percentages over time will necessarily"
X Link 2025-05-21T11:31Z 26.8K followers, 142.3K engagements
"If youre selling Bitcoin on a liquidity thinned long holiday weekend please re-read the below There are big structural shifts underway that are going to lead to mass injections of liquidity and debasement of currency Global M2 is also exploding higher facilitated by a weaker dollar which reflexively stimulates risk and further powers global liquidity Dont mid-curve this and dont be too cute trying to capture mini pull backs This is not a drill. Its go time. Lock in Global bond markets but particularly US and Japan continue to be the major focus In the fiat world the whole ponzi is held"
X Link 2025-05-25T12:10Z 26.8K followers, 11.2K engagements
"China continues to inject liquidity into markets 🌊 Overnight the PBOC injected net 247bn of Yuan ($35bn) liquidity into markets via [--] day reverse repos The move came after the PBOC on Friday conducted a 500bn Yuan one-year medium-term lending facility (MLF) operation to add new liquidity to the country's banking system This also comes ahead of the previously announced 0.5% reduction in the RRR which is set to take effect on May [--] and expected to inject 1trn of long term liquidity into the market Interestingly whilst liquidity is pumping CNH also strengthened to its strongest levels since"
X Link 2025-05-26T10:27Z 26.8K followers, 59K engagements
"Just checked in with the Fed RRP Last week it rose $161bn This is cash being taken out of the market predominantly by banks as they window dress balance sheets for month end Expect that cash gets pumped back in this week Usually think we suffer a liquidity hangover first day or two of the month But then we pump Theres a sh*t ton of performance chasing required in June for all those that went max underweight risk in April Dont mid-curve this stay locked in 💪"
X Link 2025-06-01T20:11Z 26.8K followers, 43.8K engagements
"Looks like the start of month liquidity hangover is over We can all get drunk again 🤪 Full send Bitcoin 120k by June end Book mark this Just checked in with the Fed RRP Last week it rose $161bn This is cash being taken out of the market predominantly by banks as they window dress balance sheets for month end Expect that cash gets pumped back in this week Usually think we suffer a liquidity hangover first day Just checked in with the Fed RRP Last week it rose $161bn This is cash being taken out of the market predominantly by banks as they window dress balance sheets for month end Expect that"
X Link 2025-06-03T14:51Z 26.8K followers, 21.6K engagements
"Imagine being a bear Seeing the tariff war escalating with over 100% tariffs on China Seeing Israel/Iran war escalate with the US coming in and dropping bombs and yet were less than 2% off record highs in the S&P [---] 😂 Stop following macro doomer accounts Were a function of rates and liquidity Theres no carry trade unwind Geopolitics is a fade Stocks dont care about recession outside of a knee jerk dip Bears are so infrequently correct they make Hollywood films like the Big Short such is the rarity of the event Sadly its the macro doomer accounts that have the most followers because fear"
X Link 2025-06-24T09:48Z 26.8K followers, 33.3K engagements
"Not sure people appreciate how bullish this is for risk The dollar is the lubricant for global trade and finance and the sell off is a HUGE easing of global financial conditions As other countries try to slow their relative currency strength against the dollar printing domestic currency to buy up dollars and expand FX reserves it also facilitates a huge boost to global money supply Equities have a good 10%+ in them here BTC 30%+ and no theres no carry trade unwind Asian reserve managers will just increase FX hedge ratios which adds to the dollar weakness They wont sell the underlying US asset"
X Link 2025-06-26T09:31Z 26.8K followers, 20.9K engagements
"Nasdaq and S&P [---] making more new record highs Bitcoin will soon follow Dollar making new lows a nice tailwind Market still under positioned risk Melt up"
X Link 2025-06-26T15:45Z 26.8K followers, 24.6K engagements
"The interesting thing about this is the timing now CT appears to have thrown the towel in on the idea of alt season Which makes it more likely its about to start 🍌🍌🍌 Altseason loading https://t.co/sYgCmHNEv7 Altseason loading https://t.co/sYgCmHNEv7"
X Link 2025-06-28T15:30Z 26.8K followers, [----] engagements
"ETH is going to chop around today Then Asia come in late in our Sunday evening and take it to 4k Is what it is"
X Link 2025-07-19T11:13Z 26.8K followers, 11.4K engagements
"If youre long BTC ETH and a few other blue chip crypto then this is what you need to do right now Nothing absolutely nothing Dont chase the next pump or shiny new thing Just do nothing HODL"
X Link 2025-07-20T16:04Z 26.8K followers, [----] engagements
"Slightly hawkish JPow although really not much change in the wait and see mode weve heard repeatedly The Fed however is not the game right now Were seeing more of a Biden fiscal dominance redux with the Fed running deficits north of 6% Short term growth will remain resilient and inflation sticky and keep pushing back Fed cuts whilst were pumping fiscal Meanwhile with the Treasury doubling the frequency of treasury buybacks financial repression and pseudo YCC control is the game Global liquidity is pumping hard too alongside global fiscal and rising M2 Dollar looks like its possibly bottomed"
X Link 2025-07-30T19:36Z 26.8K followers, 64.3K engagements
"Imagine BTC at 115k and ETH at [----] and were in oversold territory 🤯 Raise your targets $BTC $ETH and $SOL just entered Oversold territory on the RSI Heatmap Time for a bounce 👀 https://t.co/RePSOsr5j2 $BTC $ETH and $SOL just entered Oversold territory on the RSI Heatmap Time for a bounce 👀 https://t.co/RePSOsr5j2"
X Link 2025-08-19T08:29Z 26.8K followers, 33.7K engagements
"Been asked about when we think this Bitcoin and crypto cycle tops and if weve broken the [--] year cycle We believe the [--] year cycle has been at least extended to the end next year if not completely broken The crypto cycle typically syncs with the macro and liquidity cycle which usually occurs over a 4yr period However this rate cutting cycle has been slow and drawn out because of; 1) The economic cycle taking time to normalise from the extremes of covid 2) The continued printing of war time level fiscal deficits despite strong nominal growth Fed rate cuts have consequently been slow and drawn"
X Link 2025-08-23T16:47Z 26.8K followers, 39.7K engagements
"Your friendly reminder that its month end Typically bad for liquidity and makes for noisy trading with portfolio adjustments and rebalancing Dont read anything into moves today (or really this week) Usually get a liquidity hangover first couple of days of new month and final rebalancing flows Then we rip Imagine some extra caution into September given weak seasonality But as we wrote yesterday market is under positioned risk and we suspect there will likely be a chase for performance if a September dip doesnt arrive Then all things risk including Bitcoin and crypto rip higher in September"
X Link 2025-08-29T08:15Z 26.8K followers, 16.5K engagements
"The bearish risk sentiment on here is of a level that marks a market bottom not top With US yields and dollar breaking down plug global liquidity and global fiscal pumping we were already bullish but this bearish sentiment is making us blind with bullishness Comfortably fully allocated here"
X Link 2025-09-09T10:38Z 26.8K followers, [----] engagements
"Todays retail sales numbers once again support what weve been saying This is a slowing not collapsing US economy and signs are that the economy might be bottoming out The Labour data fraught with measurement issues perhaps made especially tough given the changes in immigration dynamics Theres clearly softness there but when youre printing deficits north of 6% its hard to see any meaningful recession on the horizon Yet the Fed are going to cut in response to this (lagged) weakening in the labour market and run it hot 🔥 Inflation meanwhile sticky but not accelerating and we think Chinas"
X Link 2025-09-16T15:37Z 26.8K followers, 25.5K engagements
"So this is the playbook for the Fed tonight and how it plays out over coming weeks Fed cut 25bps (quite possibly 50bps) Market chops as we all look at the dots and forecasts forgetting that the previous dots were wrong and quite useless Then JPow speaks Hell note a softer labour market than previously thought but inflation remains above target and economy generally looks ok but the downside risks to the labour increasing are why they cut Lots of ink will be spilt on was it a hawkish cut or a dovish cut and which one is bearish or bullish for markets If we initially knee jerk higher markets"
X Link 2025-09-17T10:36Z 26.8K followers, 78.9K engagements
"Honestly feeling very relaxed on this sell off Crypto hasnt traded well despite the macro looking good which has been reflected in the performance of equities and broad risk Clearly weve been digesting a lot of supply This flush perhaps needed to clear out stale positioning But stepping back and looking at cross asset macro indicators and everything still looks good for us to take the next leg higher Importantly sentiment on CT is in the gutter Sentiment plus this flush is far more what wed expect to see at a market bottom more than a market top Not seen many/any good rationales to support"
X Link 2025-09-22T11:13Z 26.8K followers, 12.7K engagements
"Just re-thinking a few things here Looks like global rates and liquidity will tighten from here US economy spiralling into recession preceding big risk off event Fiscal deficits will be brought under control and no longer need to be financed by the money printer We can achieve sustainable growth without requiring exponentially more debt Fiat currencies will no longer debase Bitcoin adoption and inflows and network effects have likely peaked Bitcoin market cap of less than 1% of global capital likely peaked and likely peaked at circa 10% of gold MCAP Financial system unlikely to move onto"
X Link 2025-09-26T11:46Z 26.8K followers, 22.6K engagements
"The Nikkei surged 4.5% on the election of fiscal dove Takaichi who becomes Japans first female PM She has been calling for more fiscal spending and tax relief to prop up a fragile economy and is expected to discourage the BoJ from hiking rates The JPY is taking a heavy hit and government bonds selling off This is the age of fiscal dominance Of course the BoJ will support the bond market if it threatens to completely break The currency will be the escape valve All hard assets are going much higher in fiat terms Japan is the leader and a window into the path of the west As @LynAldenContact"
X Link 2025-10-06T09:00Z 26.8K followers, 43.4K engagements
"Take a look at the Treasury General Account below With the government shut down the TGA is not getting spent so its building as receipts are received and debt issued The latest opening balance stands at $965bn - a build of circa 150bn in October - thats cash coming out of the market On top of that into month end the RRP is building as banks window dress balance sheets The RRP is up circa 20bn so far this week Thats all liquidity being taken out of this market Add to that the fact that bank reserves have fallen into the lower range of ample This is creating some tightness in bank funding"
X Link 2025-10-30T12:20Z 26.8K followers, 1.1M engagements
"Its just month end putting the final squeeze on liquidity Relax everyone Take a look at the Treasury General Account below With the government shut down the TGA is not getting spent so its building as receipts are received and debt issued The latest opening balance stands at $965bn - a build of circa 150bn in October - thats cash coming out of https://t.co/Sc8wEM2azj Take a look at the Treasury General Account below With the government shut down the TGA is not getting spent so its building as receipts are received and debt issued The latest opening balance stands at $965bn - a build of circa"
X Link 2025-10-30T19:06Z 26.8K followers, 122.1K engagements
"In danger of trying to be cute around these things but given theres a lot of anxiety out there right now A lot of month end risk management will have been completed yesterday Interesting also the RRP didnt really move yesterday suggesting month end balance sheet management largely done That was likely the worst of the liquidity squeeze We usually think the liquidity hangover lasts for a couple of days into a new month so choppy price action before we build momentum However given the levels were trading at in Bitcoin and given the positive drivers building for November we suspect those that"
X Link 2025-10-31T09:43Z 26.8K followers, 18.1K engagements
"This tweet a little misleading There was a large take up on Friday of the standing repo facility (SRF) of circa 50bn - another record although that facility has only been running since [----] Cant see exactly where the 29.4bn number comes from for the OMO (temporary repo operations) But this goes to the heart of our tweet from Thursday Theres clearly underlying funding stress/tightness in the market as bank reserves have fallen to the lower level of ample Banks unable to secure funding via the market having to tap Fed facilities Month end has obviously exacerbated that stress as well as the"
X Link 2025-11-02T10:38Z 26.8K followers, 28.7K engagements
"Bitcoin suffering the month end liquidity hangover Thought maybe we might see market pre-position long into November but not so Typically first couple of trading days of the month we take a bit of time to recover from the month end liquidity drain The RRP build will draw back down and that cash will come back into the market (circa 50bn) Guess the one concern here is the TGA continuing to build with the government shut down Might need that to end to properly get going Still feel at least for a while weve past the liquidity nadir and should trade better in November Keep buying those dips and"
X Link 2025-11-03T08:01Z 26.8K followers, 27.5K engagements
"Honestly feel given some of the comments this morning that for some people theyre best to sell their Bitcoin and just sit in Nasdaq That will do you just fine Spend more time researching and understanding Bitcoin then come back when youre ready Bitcoin is the hardest macro asset and best long term hedge against currency debasement All assets will go up in fiat terms over time Bitcoin will go up the most The price for that outperformance is its volatility"
X Link 2025-11-03T09:40Z 26.8K followers, [----] engagements
"Still this liquidity tightness in the US banking system weighing here SOFR/IOBR remain elevated and there was another take up of $22bn at the standing repo facility (SRF) although thats eased from Fridays 50bn RRP drew down yesterday circa 27bn so thats liquidity coming back in and likely another 20bn comes back in today/tomorrow Obviously the TGA rebuild offsetting that Havent got least figures on TGA (opening balance on Friday was $1trn) So from Friday some easing but not enough yet It may be we dont see any real relief until this government shutdown ends and the TGA can flow Lets see"
X Link 2025-11-04T08:21Z 26.8K followers, 62.5K engagements
"This is really interesting A speech given this morning by NY Feds John Williams Weve written a lot in recent weeks about some of the mechanics and plumbing in the US banking system with RRP SRF TGA IOBR to name a few acronyms This speech from Williams lays out these mechanics and Fed tools to supply liquidity to the market Interesting a similar speech was given from a member of the Fed on 29th Sep talking about the fall in bank reserves and need to end QT This was a sign to us that QT was set end It feels this is equally a trial balloon and notice that the Fed will soon start not QE QE -"
X Link 2025-11-07T13:53Z 26.8K followers, 101.6K engagements
"Whats amusing to me with the its not QE doomers Is I had a decade of speaking to supposedly intelligent hedge fund PMs trying to tell me that QE would not inflate assets as it was simply an asset swap of bonds for bank reserves Ackchyually 🤓 Particularly when I was calling for record highs during lockdown and the deepest recession in post war history Unlimited QE was the debasement story on steroids Obvious with hindsight maybe but to those of us that understood markets are simply a function of rates and liquidity it was a very obvious trade with foresight Now those same people have accepted"
X Link 2025-11-07T15:49Z 26.8K followers, 43.5K engagements
"@ebullienteddie @db_fink Genuinely dont know how every boomer is not super rich They got pretty much everything for free Had cheap housing So much more difficult for younger generations today All we can say though this generation has been given Bitcoin"
X Link 2025-11-08T21:52Z 26.8K followers, 24.8K engagements
"If being honest scratching our heads a bit here Nervousness around tech valuation and AI So maybe just a little bit of consolidation and de-risking Not seeing a strong fundamental case to be bearish here though In fact the opposite - still think were in a Goldilocks macro and the recent US liquidity tightness is easing Indeed with the end of government shutdown followed by end of QT and the Fed set to do not QE QE US liquidity impulse is set to turn significantly higher Maybe we just need to the liquidity to actually flow AI also not undervalued - its a multi year secular bull trend AI bubble"
X Link 2025-11-13T20:28Z 26.8K followers, 12.2K engagements
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