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# ![@dpuellARK Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::864211771858591746.png) @dpuellARK David Puell

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

### Engagements: [---] [#](/creator/twitter::864211771858591746/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::864211771858591746/c:line/m:interactions.svg)

- [--] Week [------] +5,141%
- [--] Months [-------] -65%
- [--] Year [-------] -19%

### Mentions: [--] [#](/creator/twitter::864211771858591746/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::864211771858591746/c:line/m:posts_active.svg)

- [--] Months [--] -21%
- [--] Year [--] +2.10%

### Followers: [---------] [#](/creator/twitter::864211771858591746/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::864211771858591746/c:line/m:followers.svg)

- [--] Week [------] -0.03%
- [--] Month [------] -0.07%
- [--] Months [------] -0.65%
- [--] Year [------] +0.60%

### CreatorRank: [---------] [#](/creator/twitter::864211771858591746/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::864211771858591746/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[bitcoin](/topic/bitcoin), [$btc](/topic/$btc), [onchain](/topic/onchain), [in the](/topic/in-the), [market](/topic/market), [history](/topic/history), [the most](/topic/the-most), [bitcoins](/topic/bitcoins), [crypto](/topic/crypto), [volume](/topic/volume)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Solana (SOL)](/topic/solana) [??Holder (BNBHOLDER)](/topic/holder) [Alphabet Inc Class A (GOOGL)](/topic/$googl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$BTC: Now that everyone knows what's what let's start searching for an actual bottom. Below: the guide to $4300. @Awe_andWonder's log regression bands and log cycle proportions further support this general level. I will use mostly volume and FA indicators to confirm. The case for the $4300 PoC. https://t.co/KON2Aaxkpt The case for the $4300 PoC. https://t.co/KON2Aaxkpt"  
[X Link](https://x.com/dpuellARK/status/1062750092447236097)  2018-11-14T16:52Z 69.3K followers, [--] engagements


"$BTC: Picking up signs of accumulation: the effort not matching results is a sign of local reversal"  
[X Link](https://x.com/dpuellARK/status/1071153117708857344)  2018-12-07T21:22Z 69.3K followers, [--] engagements


"$BTC: Another update on one of my favorite indicators. MVRV Z-Score is basically MVRV ratio adjusted for volatility. It now makes its debut in log view"  
[X Link](https://x.com/anyuser/status/1104928804038995969)  2019-03-11T02:15Z 70.8K followers, [---] engagements


"Main chart to look at right now IMO. Breaking of this triangle may initiate the de-coupling between S&P and gold (early November at latest). Most interesting question: Will #Bitcoin follow stocks precious metals or do its own thing"  
[X Link](https://x.com/dpuellARK/status/1311197494961938437)  2020-09-30T06:53Z 69.3K followers, [--] engagements


"$BTC: Few experiments with @glassnode's liquidity-supply metrics that were recently published shown below (as of Jan. 3). 1/ A brief thread"  
[X Link](https://x.com/anyuser/status/1346427148060471300)  2021-01-05T12:03Z 70.8K followers, [---] engagements


"2/ First a look of market caps by liquidity which serve as different versions of @coinmetrics's free-float market cap based on alternate heuristics. Market cap: [---] billion. Illiquid market cap: [---] billion. Liquid market cap: [--] billion. Highly liquid market cap: [--] billion"  
[X Link](https://x.com/dpuellARK/status/1346427151470489601)  2021-01-05T12:03Z 69.3K followers, [--] engagements


"$BTC: Getting reports that the most awesomely-named indicator just gave its fifth buy signal in BTC history. Looking good yes but remember that Puell Multiple reacts to hash rate movements too and hash rate follows price not the other way around"  
[X Link](https://x.com/anyuser/status/1409537487190511621)  2021-06-28T15:41Z 70.8K followers, [---] engagements


"9/ What do we get Whenever illiquid and LTH are 1:1 or near that market is in a late-stage bear or a healthy bull. It is a way to verify that the illiquid supply is actually holded on a long-term basis"  
[X Link](https://x.com/dpuellARK/status/1494708197730529281)  2022-02-18T16:19Z 69.3K followers, [--] engagements


"Few stats on Mt. Gox Balance. As of last daily close Gox coins are: 0.72% of total supply 0.94% of illiquid supply 1.03% of long-term-holder supply"  
[X Link](https://x.com/dpuellARK/status/1546233943858581504)  2022-07-10T20:44Z 69.3K followers, [---] engagements


"@LynAldenContact Was just in Argentina and saw a similar story. Dlar oficial (national bank) vs dlar blue (black market) below. Blue dollars in 100-USD bills have a premium on smaller denominations. Absolute currency controls. Citizens can only purchase up to [---] USD per month officially"  
[X Link](https://x.com/dpuellARK/status/1568523926744989696)  2022-09-10T08:57Z 69.3K followers, [--] engagements


"The #Bitcoin Monthly for June is out Thread below.πŸ‘‡ Full report:"  
[X Link](https://x.com/dpuellARK/status/1676733038674190338)  2023-07-05T23:21Z 69K followers, 214.8K engagements


"In June Bitcoin saw support at both its 200-week moving average and its short-term-holder cost basis"  
[X Link](https://x.com/dpuellARK/status/1676733040968581120)  2023-07-05T23:21Z 69K followers, [----] engagements


"Monetary policy works with long and variable lags that last 12-18 months suggesting that the full impact of the Feds 22-fold increase in interest rates has yet to hit"  
[X Link](https://x.com/dpuellARK/status/1687271122008526848)  2023-08-04T01:15Z 69.3K followers, [----] engagements


"The Zillow Rent Index which leads the Owners' Equivalent Rent (OER) by roughly nine months suggests that Consumer Price Index (CPI) inflation could decelerate significantly below 2% by year-end"  
[X Link](https://x.com/dpuellARK/status/1687271123770085376)  2023-08-04T01:15Z 69.3K followers, [----] engagements


"I had the honor of co-authoring this new white paper on #Bitcoin on-chain analysis with @_Checkmatey_ from @glassnode. [--] months in the making two publications 120+ pages of material 30+ new or improved on-chain metrics. Goes live tomorrow. Coming Tomorrow - A collaborative white paper with @Glassnode [--] months in the making. Don't miss it subscribe now to receive your copy. https://t.co/y5aUPim5F8 Coming Tomorrow - A collaborative white paper with @Glassnode [--] months in the making. Don't miss it subscribe now to receive your copy. https://t.co/y5aUPim5F8"  
[X Link](https://x.com/anyuser/status/1694464976323252480)  2023-08-23T21:41Z 70.8K followers, 192.6K engagements


"@_Checkmatey_ It was an epoch of obsession"  
[X Link](https://x.com/dpuellARK/status/1694471648907350366)  2023-08-23T22:08Z 69K followers, [----] engagements


"#Bitcoin white paper I co-wrote with @_Checkmatey_ is live A thread. "Cointime Economics: A New Framework for Bitcoin On-Chain Analysis" has been published in two versions: [--]. ARK Invest version introductory piece for the general investor:"  
[X Link](https://x.com/dpuellARK/status/1694714112213987458)  2023-08-24T14:11Z 68.9K followers, 56.8K engagements


"You can find all live charts on both versions here:"  
[X Link](https://x.com/dpuellARK/status/1694714142526214477)  2023-08-24T14:11Z 68.9K followers, [----] engagements


"The #Bitcoin Monthly for August done in collaboration with @wclemente is live Thread: 1/ Bitcoin has lost its 200w MA at $27580 with realized price as stronger downside risk support at $20300. https://ark-invest.com/crypto-reports/the-bitcoin-monthly-august23-report/utm_source=twitter&utm_medium=social&utm_campaign=twitter_dpuellark https://ark-invest.com/crypto-reports/the-bitcoin-monthly-august23-report/utm_source=twitter&utm_medium=social&utm_campaign=twitter_dpuellark"  
[X Link](https://x.com/anyuser/status/1699490498300223842)  2023-09-06T18:31Z 70.8K followers, 354.4K engagements


"Bitcoin seems to have found resistance against its on-chain mean or active-investor price a new metric by ARK in collaboration with @glassnode"  
[X Link](https://x.com/dpuellARK/status/1699490505925505185)  2023-09-06T18:31Z 69K followers, [----] engagements


"During the fourth quarter of [----] and the first quarter of [----] the realized cap drawdown was -19% its largest since [----]. In our view the more severe the drawdown the more likely exuberance has exited the marketpaving the way for a healthier bull market"  
[X Link](https://x.com/dpuellARK/status/1699490511482974266)  2023-09-06T18:31Z 68.9K followers, [----] engagements


"The difference between the year-over-year percent changes in real Gross Domestic Product (GDP) and real Gross Domestic Income (GDI) is the largest on record"  
[X Link](https://x.com/dpuellARK/status/1699490525613605370)  2023-09-06T18:31Z 68.9K followers, [----] engagements


"The Real Federal Funds Policy Rate has surpassed the Natural Rate of Interest suggesting restrictive monetary policy for the first time since 2009"  
[X Link](https://x.com/dpuellARK/status/1699490528180543922)  2023-09-06T18:31Z 69K followers, [----] engagements


"The #Bitcoin Monthly for September is live πŸ‘‡Thread: Bitcoin found technical resistance at the 200w MA and short-term-holder cost basis"  
[X Link](https://x.com/dpuellARK/status/1711539813273178266)  2023-10-10T00:31Z 69K followers, 76K engagements


"Federal funds rate futures suggest that interest rates could be elevated for longer than the market previously expected"  
[X Link](https://x.com/dpuellARK/status/1711539823889031396)  2023-10-10T00:31Z 69.1K followers, [---] engagements


"The gasoline futures price and the spot WTI crude oil price are diverging sharply. We believe the US consumer looks poised to benefit from lower gas prices acting as monetary easing as disposable income improves"  
[X Link](https://x.com/dpuellARK/status/1711539825763918263)  2023-10-10T00:31Z 69.1K followers, [---] engagements


"The #Bitcoin Monthly for October is now live This month price has cleared crucial resistances in the 200-week moving average and the short-term-holder cost basis. https://ark-invest.com/crypto-reports/the-bitcoin-monthly-october-2023-report/ https://ark-invest.com/crypto-reports/the-bitcoin-monthly-october-2023-report/"  
[X Link](https://x.com/dpuellARK/status/1722326262679527449)  2023-11-08T18:52Z 68.9K followers, 69.1K engagements


"In addition bitcoin's on-chain mean (active-investor price) has been cleared as well. The AVIV ratio of bitcoin now stands at levels not seen since April [----] suggestive of the inherent momentum currently in the market"  
[X Link](https://x.com/dpuellARK/status/1722326264701157632)  2023-11-08T18:52Z 68.9K followers, [---] engagements


"As implied volatility dropped the open interest in the options market has increased. With a put/call ratio of 43% on Deribit we believe that speculators seem to be expecting positive expansion into next year"  
[X Link](https://x.com/dpuellARK/status/1722326266638967136)  2023-11-08T18:52Z 68.9K followers, [---] engagements


"Deficit spending is expansionary fiscal policy that is flying in the face of contractionary monetary policy"  
[X Link](https://x.com/dpuellARK/status/1722326272758481374)  2023-11-08T18:52Z 69K followers, [---] engagements


"On a year-over-year basis the growth in M2 money supply has contracted to levels not seen since the Great Depression"  
[X Link](https://x.com/dpuellARK/status/1722326274222264538)  2023-11-08T18:52Z 69K followers, [---] engagements


"The #Bitcoin Monthly for December [----] is now live Thread. 1/ Price closed above important support: its 200d MA ($31.9k) its short-term-holder cost basis ($35.8k) and its on-chain mean ($32.2k). Bitcoin appears to be in the early-to-mid stages of a bullish trend"  
[X Link](https://x.com/dpuellARK/status/1744865821145309433)  2024-01-09T23:36Z 69K followers, 100.4K engagements


"Excitement around Solana continued to build throughout December as its fees hit all-time highs"  
[X Link](https://x.com/anyuser/status/1744865830670619000)  2024-01-09T23:36Z [--] followers, [---] engagements


"The yield curve (10-year Treasury yield relative to the 3-month Treasury rate) has been inverted for more than a year suggesting the high probability of a recession within the next [--] months. CPI-based inflation is likely to surprise on the low side of expectations in 2024"  
[X Link](https://x.com/dpuellARK/status/1744865832272888313)  2024-01-09T23:36Z 69K followers, [----] engagements


"A distillation of Sowells three questions (at what cost compared to what what hard evidence do you have) applied to Bitcoin Great thread. The Truth About Bitcoin: A Comprehensive Thread Debunking Common Myths This last week has revealed that despite growing institutional acceptance Bitcoin remains highly misunderstood: - Jamie Dimon claims Satoshi controls Bitcoin - Vanguard claims bitcoin is too volatile and The Truth About Bitcoin: A Comprehensive Thread Debunking Common Myths This last week has revealed that despite growing institutional acceptance Bitcoin remains highly misunderstood: -"  
[X Link](https://x.com/dpuellARK/status/1749142666871243039)  2024-01-21T18:51Z 69K followers, [----] engagements


"ARK is looking for the new member of our crypto team You can check out the job description and apply below. A written sample is required (blog deck investment thesis article research paper etc.). You will not be considered without it"  
[X Link](https://x.com/dpuellARK/status/1754901920613867763)  2024-02-06T16:16Z 69.1K followers, 84.2K engagements


"@ki_young_ju Appreciate the kind words man. Ive learned a lot from you"  
[X Link](https://x.com/dpuellARK/status/1755125545686233171)  2024-02-07T07:05Z 69.1K followers, [----] engagements


"@jjcmoreno πŸ™"  
[X Link](https://x.com/dpuellARK/status/1755125646475329877)  2024-02-07T07:05Z 69.1K followers, [---] engagements


"The Bitcoin Monthly for January is out Thread. πŸ‘‡"  
[X Link](https://x.com/dpuellARK/status/1756510175194681579)  2024-02-11T02:47Z 69.1K followers, 99.9K engagements


"Intra-month bitcoin corrected 21% with GBTC outflows yet found support near its short-term holder cost basis to close January flat"  
[X Link](https://x.com/dpuellARK/status/1756510176964739188)  2024-02-11T02:47Z 69.1K followers, [---] engagements


"Bitcoin had the largest ETF launch in financial history. In [--] trading days new issuers accumulated [---] billion in AUM in addition to GBTC's [----] billion"  
[X Link](https://x.com/dpuellARK/status/1756510178923401594)  2024-02-11T02:47Z 69.1K followers, [---] engagements


"Since inception the total volume of bitcoin spot ETFs traded averaged 9.25% of volume traded on centralized exchanges"  
[X Link](https://x.com/dpuellARK/status/1756510180915786210)  2024-02-11T02:47Z 69.1K followers, [---] engagements


"As represented by the dotted rectangles a long-term holder Spent-Output Ratio (SOPR) below [--] often has preceded a breakout in the bitcoin price to all-time highs"  
[X Link](https://x.com/dpuellARK/status/1756510182710870170)  2024-02-11T02:47Z 69.1K followers, [---] engagements


"Mt. Gox trustees could receive their bitcoin repayments soon which could lead to selling pressure during [----]. Of the [------] bitcoin recovered in [----] (1.22% of total supply then) [------] (0.7% of current total supply) are outstanding and will be repaid to victims"  
[X Link](https://x.com/dpuellARK/status/1756510184501870646)  2024-02-11T02:47Z 68.8K followers, [---] engagements


"Another regional bank stock has hit Crisis-Era lows. A direct result of monetary tightening regional bank stock prices are weakening again. NY Community Bank which bought Signature Banks deposits reported poor earnings in late January"  
[X Link](https://x.com/dpuellARK/status/1756510186351534482)  2024-02-11T02:47Z 68.8K followers, [---] engagements


"Bitcoin has been a better store of value than gold"  
[X Link](https://x.com/dpuellARK/status/1756510188016673242)  2024-02-11T02:47Z 69.1K followers, [----] engagements


"Subscribe and get the full report here:"  
[X Link](https://x.com/dpuellARK/status/1756510189644140712)  2024-02-11T02:47Z 69.1K followers, [----] engagements


"Bitcoins market cap just surpassed Mexicos GDP. El market cap de #Bitcoin sobrepas el PIB de Mxico. https://t.co/21L47dEOzv El market cap de #Bitcoin sobrepas el PIB de Mxico. https://t.co/21L47dEOzv"  
[X Link](https://x.com/dpuellARK/status/1765091290448789596)  2024-03-05T19:05Z 69.1K followers, [----] engagements


"Fun fact: as of end of [----] the number of Big Macs you can buy with [--] bitcoin surpassed [--] thousand for the first time. Powerful burgernomics. H/T: @QuantMario"  
[X Link](https://x.com/anyuser/status/1770164021267673295)  2024-03-19T19:02Z 70.8K followers, 34.4K engagements


"Context: Why not measure Bitcoin in Big Macs instead of USD πŸ”πŸ’‘ The USD is like a ruler that stretches and shrinks over time πŸ“πŸ”„ making it tough to grasp the actual purchasing power of #Bitcoin. With the "Bit Mac Index" we unlock a tasty new perspective on #Bitcoin 's real worth. https://t.co/fYNUBHKlNJ Why not measure Bitcoin in Big Macs instead of USD πŸ”πŸ’‘ The USD is like a ruler that stretches and shrinks over time πŸ“πŸ”„ making it tough to grasp the actual purchasing power of #Bitcoin. With the "Bit Mac Index" we unlock a tasty new perspective on #Bitcoin 's real worth."  
[X Link](https://x.com/dpuellARK/status/1770164023130026044)  2024-03-19T19:02Z 69.1K followers, [----] engagements


"Big Mac Index:"  
[X Link](https://x.com/dpuellARK/status/1770164024409211034)  2024-03-19T19:02Z 69.1K followers, [----] engagements


"@QuantMario @jjcmoreno @Giovann35084111 @cryptoquant_com"  
[X Link](https://x.com/dpuellARK/status/1770917925207105885)  2024-03-21T20:58Z 69.1K followers, [--] engagements


"The Bitcoin Monthly for March is now live 🧡 1/ As the delta between its price and most important means has increased bitcoin's support appear to be: -Short-term-holder cost basis: $57547 or 19.4% below its month-end price. -200-day moving average: $43343 or 39.3% below its month-end price. -On-chain mean: $41160 or 42.3% below its month-end price. https://ark-invest.com/crypto-reports/the-bitcoin-monthly-march-2024-report/ https://ark-invest.com/crypto-reports/the-bitcoin-monthly-march-2024-report/"  
[X Link](https://x.com/dpuellARK/status/1778485716390949363)  2024-04-11T18:10Z 69K followers, 157.1K engagements


"6/ Since the second half of [----] Bitcoin scaling solutions have gained momentum: more than [--] independent projects are building on the Bitcoin base layer"  
[X Link](https://x.com/dpuellARK/status/1778485725345841276)  2024-04-11T18:10Z 69K followers, [----] engagements


"7/ In our view the macro context is still neutral to negative. -During March the depreciation of the Egyptian pound and the Nigerian naira accelerated. -As of the fourth quarter Real GDI was up 1.9% on a year-over-year basis still below the 3.1% growth in Real GDP In absolute terms the gap between Real GDP and GDI isat a historic high. -The S&P [---] earnings per share have stalled at $223a level first reached in November 2022"  
[X Link](https://x.com/dpuellARK/status/1778485727187149006)  2024-04-11T18:10Z 69K followers, [----] engagements


"The Bitcoin Monthly is out Let's go through some charts in the wake of the most recent Halving Day. Full report here: On the first day of May Bitcoin corrected to its short-term-holder cost basis at $59300. https://ark-invest.com/crypto-reports/the-bitcoin-monthly-april-2024-report/ https://ark-invest.com/crypto-reports/the-bitcoin-monthly-april-2024-report/"  
[X Link](https://x.com/dpuellARK/status/1790756854122877438)  2024-05-15T14:51Z 69K followers, 118.5K engagements


"@stacyherbert @ARKInvest @CathieDWood Thank you for the hospitality Stacy"  
[X Link](https://x.com/dpuellARK/status/1795634739224993914)  2024-05-29T01:54Z 69.1K followers, [---] engagements


"The miner outflow multiple used to gauge miner capitulation in the bitcoin ecosystem traded at 80% its yearly average usually correlated to positive market reversals"  
[X Link](https://x.com/dpuellARK/status/1812938436405244274)  2024-07-15T19:53Z 68.9K followers, [---] engagements


"We believe weaker-than-anticipated economic dataare pointing to a drop in interest rates despite the Fed's current hawkish rhetoric"  
[X Link](https://x.com/dpuellARK/status/1812938438150144183)  2024-07-15T19:53Z 68.9K followers, [----] engagements


"Pretty interesting how it is reported in the West to this day that the Chinese government still holds large amounts of BTC (190k) and ETH (790k) out of the PlusToken scam and confiscation. Those balances and their corresponding sell proceedings are very old news. Lookonchain deleted the previous analysis. According to @EmberCN most of the [------] ETH were sold on Huobi through multiple addresses from June to September [----]. Currently only about [--] addresses have collected Plus Token-related ETH addresses in the last [--] hours totaling Lookonchain deleted the previous analysis. According to"  
[X Link](https://x.com/dpuellARK/status/1821263182507471207)  2024-08-07T19:12Z 68.8K followers, [----] engagements


"The #Bitcoin Monthly for July is live. A thread: 1/ In July bitcoins price increased 3.1% to $64612. By August [--] however bitcoin's price had corrected 23.3% to a new local low at $49577. During the last two weeks of July bitcoin regained and then lost its 200-day moving average at $61107 and its short-term-holder cost basis at $65704. Today bitcoin trades slightly below its 200-day MA"  
[X Link](https://x.com/dpuellARK/status/1821980215561572661)  2024-08-09T18:41Z 70.3K followers, 83.2K engagements


"The supply of long-term holders (155 days or more) has accelerated to the upside since April denoting now a strong holder base formed by market participants entering the bitcoin ecosystem during the launch of its spot ETFs in January"  
[X Link](https://x.com/dpuellARK/status/1821980222062809471)  2024-08-09T18:41Z 69.3K followers, [----] engagements


"As the Bank Of Japan ramped up its hawkish action and rhetoric the yenthe worlds third-most traded currencybegan to appreciate rapidly. The strong and sudden reversal of the yen relative to the dollarcreated fear that the more than ten-year yen carry trade was unwinding. In addition the July employment report triggered the Sahm Rule" signaling a potential recession as the three-month moving average of the US unemployment rate hit50 basis pointsabove its lowest level over the last [--] months"  
[X Link](https://x.com/dpuellARK/status/1821980224264810743)  2024-08-09T18:41Z 69.3K followers, [----] engagements


"Watching the gap fill that was well overdue"  
[X Link](https://x.com/dpuellARK/status/1831716748397097332)  2024-09-05T15:31Z 69.2K followers, [----] engagements


"The Bitcoin Monthly for August is live. The market is at a "make-or-break" environment. A Thread: In late August bitcoins price was rejected by the 200-day moving average and the short-term-holder cost basis$63693 and $63245 respectivelyat months close. These levels are crucial to regain to return to bullish momentum"  
[X Link](https://x.com/dpuellARK/status/1834359960765161905)  2024-09-12T22:34Z 69.3K followers, 39.3K engagements


"An indicator comparing bitcoins market cap to its cost basis cycle-to-cycle bitcoins MVRV Z-score has defended its mean since inception. At the close of August the MVRV Z-Score was [---] relative to its mean at 1.42"  
[X Link](https://x.com/dpuellARK/status/1834359969426088329)  2024-09-12T22:34Z 69.3K followers, [---] engagements


"Shorts constituted only 37% of total liquidations during August which may correlate with local market bottoms"  
[X Link](https://x.com/dpuellARK/status/1834359971993018543)  2024-09-12T22:34Z 69.3K followers, [---] engagements


"A few charts describing a some interesting market events in the last few weeks all featured in September's Bitcoin Monthly live here: 1/ Bitcoin bounced off its 200d moving average and its short-term holder cost basis. Today it seems to be breaking out of a broadening wedge that began to develop since last March. https://www.ark-invest.com/crypto-reports/the-bitcoin-monthly-september-2024-report/ https://www.ark-invest.com/crypto-reports/the-bitcoin-monthly-september-2024-report/ https://www.ark-invest.com/crypto-reports/the-bitcoin-monthly-september-2024-report/"  
[X Link](https://x.com/dpuellARK/status/1847440964723359997)  2024-10-19T00:53Z 71.1K followers, 14.2K engagements


"2/ The stable coin supply ratio oscillator suggested bitcoin's oversold conditions relative to stablecoin's purchasing power--lows not seen since mid-2022"  
[X Link](https://x.com/dpuellARK/status/1847440967101481268)  2024-10-19T00:53Z 71.1K followers, 22.4K engagements


"3/ ARK's own average profitability index for bitcoin the multiple of percent supply in profit and percent network profitability has been always stayed within historically expected parameters for a broad bull market"  
[X Link](https://x.com/dpuellARK/status/1847440968766599476)  2024-10-19T00:53Z 71.1K followers, [----] engagements


"Dat all-time high tho"  
[X Link](https://x.com/dpuellARK/status/1853999417822675443)  2024-11-06T03:14Z 69.3K followers, [----] engagements


"Three electoral customs that I believe will be forever transformed by this election in order of conviction: [--]. Change in the gold standard for information aggregation: from polls to prediction markets. [--]. Change in the gold standard for candidate facetime: from questionnaire debate to long conversational podcast. [--]. A decline in effective October surprises: from controlled distribution to social media front-running everything especially because of point [--] above. And this is without AI and crypto becoming electorally mainstream on a technological level. Can't wait for the next one"  
[X Link](https://x.com/dpuellARK/status/1854779530621165593)  2024-11-08T06:54Z 69.3K followers, [----] engagements


"Now that #Bitcoin crossed cycle highs let's look back at what October had set up for us right before the election. The Bitcoin Monthly is now live. A thread below. https://www.ark-invest.com/crypto-reports/the-bitcoin-monthly-october-2024-report/ https://www.ark-invest.com/crypto-reports/the-bitcoin-monthly-october-2024-report/"  
[X Link](https://x.com/dpuellARK/status/1856003447088107766)  2024-11-11T15:57Z 69.6K followers, 94.6K engagements


"The average dormancy period per bitcoin crossed the 5-year mark for the first time in October which is approx. a third of the total lifespan of the Bitcoin network. We believe this evokes bitcoin holding behaviors not seen since late 2016"  
[X Link](https://x.com/dpuellARK/status/1856003455518752878)  2024-11-11T15:58Z 69.3K followers, [---] engagements


"In terms of comparing market cap to its on-chain mean the market stood and still stands in a healthy neutral zone suggesting more upside as we enter 2025"  
[X Link](https://x.com/dpuellARK/status/1856003457217401285)  2024-11-11T15:58Z 69.3K followers, [---] engagements


"Historically M2 money supply leads inflation by [--] months setting up expectations for a continued drop in YoY CPI. This could push the Fed to continue easing favoring risk-on asset prices"  
[X Link](https://x.com/dpuellARK/status/1856003459251658866)  2024-11-11T15:58Z 69.3K followers, [----] engagements


"New blog went live last week: "#Bitcoin Cycles Entering 2025" analyzing its market structure throughout its halving calendar and price cycles. You can find it here: Few cool charts that didn't make the cut: 1/ Measuring bitcoin's reward-to-risk ratio (RRR) per calendar year. Think of this as a Sharpe ratio that doesn't account for risk-free rate dividing cumulative mean returns by cumulative standard deviation since the start of each year. [--] out of the [--] years sampled have an RRR below [--] which is usually suggestive that an investment's reward surpass its risk."  
[X Link](https://x.com/dpuellARK/status/1858942522619302174)  2024-11-19T18:36Z 69.5K followers, 21.1K engagements


"For other interesting charts don't forget to read our latest blog: https://www.ark-invest.com/articles/analyst-research/bitcoin-cycles-entering-2025 https://www.ark-invest.com/articles/analyst-research/bitcoin-cycles-entering-2025"  
[X Link](https://x.com/dpuellARK/status/1858942526830395788)  2024-11-19T18:36Z 70.2K followers, [----] engagements


"Senator @CynthiaMLummis s BITCOIN Act of [----] gains momentum into [----] after a Trump victory. If such a bill were to pass it would bring America to the forefront of global monetary and financial innovation in the 21st century. Full newsletter here: https://t.co/4YjAUn232P https://t.co/4YjAUn232P"  
[X Link](https://x.com/dpuellARK/status/1861138433067855890)  2024-11-25T20:02Z 70.2K followers, 38.2K engagements


"Thread on "Bitcoin Cycles" here: https://x.com/dpuellARK/status/1857554161128046679 New #Bitcoin blog is now live What are the cycles of bitcoin's growth Are we on track with past cycles Full blog here: https://t.co/iY1ss65m2Z A thread below. https://t.co/v0iPG0zVq4 https://x.com/dpuellARK/status/1857554161128046679 New #Bitcoin blog is now live What are the cycles of bitcoin's growth Are we on track with past cycles Full blog here: https://t.co/iY1ss65m2Z A thread below. https://t.co/v0iPG0zVq4"  
[X Link](https://x.com/dpuellARK/status/1864517065421238629)  2024-12-05T03:48Z 70.3K followers, [----] engagements


"December's Bitcoin Monthly is live "Into 2025." Thread below. Full report: https://www.ark-invest.com/crypto-reports/the-bitcoin-monthly-december-2024-report https://www.ark-invest.com/crypto-reports/the-bitcoin-monthly-december-2024-report"  
[X Link](https://x.com/dpuellARK/status/1879245629949637097)  2025-01-14T19:14Z 70.4K followers, 31K engagements


"Zooming out we believe bitcoin's seasonal and on-chain outlooks are optimistic in [----]. As case studies all years following a halving year have had positive returns YTD plus 62% of bitcoin's supply has not moved in [--] year or more"  
[X Link](https://x.com/dpuellARK/status/1879245633082872307)  2025-01-14T19:14Z 70.4K followers, [---] engagements


"Despite recent price action realized volatility is also reduced on a relative basis. 1-month vol is still below 1-year vol indicating still some room for further market expansion in 2025"  
[X Link](https://x.com/dpuellARK/status/1879245635611975787)  2025-01-14T19:14Z 70.4K followers, [---] engagements


"On a shorter-term basis shorts liquidations have been relatively greater than longs liquidations suggestive of some potential overheated conditions in derivatives markets. We believe this may be one factor playing out in the recent correction"  
[X Link](https://x.com/dpuellARK/status/1879245638006960133)  2025-01-14T19:14Z 70.4K followers, [---] engagements


"From a macro perspective we believe there is some broader improvements in small business optimism productivity and real GDP"  
[X Link](https://x.com/dpuellARK/status/1879245640590643316)  2025-01-14T19:14Z 70.4K followers, [----] engagements


"Full report here: https://www.ark-invest.com/crypto-reports/the-bitcoin-monthly-december-2024-report https://www.ark-invest.com/crypto-reports/the-bitcoin-monthly-december-2024-report"  
[X Link](https://x.com/dpuellARK/status/1879245643144945843)  2025-01-14T19:14Z 70.4K followers, [----] engagements


"Internally Brett pulling the "welcome to the second half of the chessboard everyone" from time to time never fails as a banger. I hate to break it to you: this ain't late-stage capitalism this is capitalism in its infancy the real action happens in the second half of the chessboard https://t.co/GUgvk3fhK2 I hate to break it to you: this ain't late-stage capitalism this is capitalism in its infancy the real action happens in the second half of the chessboard https://t.co/GUgvk3fhK2"  
[X Link](https://x.com/dpuellARK/status/1879260060314132605)  2025-01-14T20:11Z 70.4K followers, [----] engagements


"Quantum with potential solutions. [--]. Cryptographic: Plan for and implement quantum-resistant cryptography at (a) signature scheme and (2) PoW layers (Shor and Grover) in that order. [--]. Game-theoretical: Campaign for (a) best practices in address usage and law-make these practices into the ETF and exchange complexes; (b) incentivize mining of potential and temporary benign hash rate dictators in America; (c) campaign US acquisition of bitcoin to increase national security protections on the asset. In that order"  
[X Link](https://x.com/dpuellARK/status/1904269844985311402)  2025-03-24T20:31Z 70.6K followers, [----] engagements


"December 4th was the day ETF balances flipped Patoshi and it hasn't yet looked back. Near supply share parity at the moment"  
[X Link](https://x.com/dpuellARK/status/1907896918505648587)  2025-04-03T20:44Z 70.6K followers, [----] engagements


"BTC/S&P500 Ratio. You don't see this that often"  
[X Link](https://x.com/anyuser/status/1908214181221859331)  2025-04-04T17:44Z 70.8K followers, 69.6K engagements


"At month's close bitcoin lost its 200d moving average at approx. 86k. Crossing over this resistance will be a good test to confirm long-term recovery"  
[X Link](https://x.com/dpuellARK/status/1910325532597661887)  2025-04-10T13:34Z 70.6K followers, [---] engagements


"Realized supply density measures the concentration of bitcoins that have been moved within 10% of the spot price. An increase in concentration could signal an impending increase in volatility or in other words a high degree of interest in price moves. Today this metric suggests that the market may stay at relatively low volatility in the near future"  
[X Link](https://x.com/dpuellARK/status/1910325535063810127)  2025-04-10T13:34Z 70.6K followers, [---] engagements


"US vs. China: Equities Growth Relative to GDP Growth by Country rolling from 1990"  
[X Link](https://x.com/dpuellARK/status/1915393557503897638)  2025-04-24T13:13Z 70.6K followers, [----] engagements


"Bitcoin eggs chart is the true final boss"  
[X Link](https://x.com/dpuellARK/status/1917570131749724550)  2025-04-30T13:22Z 70.6K followers, [----] engagements


"Supply at exchanges continued to shrink to levels last seen in late [----]. We believe decreasing balance on exchanges suggests fewer bitcoin available for immediate sale"  
[X Link](https://x.com/dpuellARK/status/1920202157170577615)  2025-05-07T19:40Z 70.6K followers, [---] engagements


"Realized supply density measures the concentration of short-term-holder supplyor UTXOs younger than [---] dayswhich last moved within a 15% range from spot price. Whenever this metric has increased to 25% or higher such as at the end of April [----] the expectation is for higher price volatility in the future"  
[X Link](https://x.com/dpuellARK/status/1920202159963955342)  2025-05-07T19:40Z 70.6K followers, [---] engagements


"From Liberation Day on April [--] to the end of April bitcoin outperformed the S&P [---] Index by 13%. The BTC/S&P500 price ratio is nearing its all-time high"  
[X Link](https://x.com/dpuellARK/status/1920202162539303407)  2025-05-07T19:40Z 70.6K followers, [---] engagements


"Truflations measure of CPI suggests that the Labor Department's measure could drop below 2%"  
[X Link](https://x.com/dpuellARK/status/1920202165248721026)  2025-05-07T19:40Z 70.6K followers, [---] engagements


"If you want to hyperinflate your economy you need four ingredients for the most part: [--]. Be an industrialized or industrializing state. [--]. Have a central bank and issue fiat money. [--]. Get involved in a war either domestic or international. [--]. Fund it with fiat money and try to win before it runs out or pay reparations in fiat money if you lose. Or just skip steps [--] and [--] and print as much money as physically possible (i.e. Zimbabwe in the 2000s)"  
[X Link](https://x.com/dpuellARK/status/1922400561967558794)  2025-05-13T21:16Z 70.6K followers, [----] engagements


"Bitcoin Core commits have hit a 10-year low"  
[X Link](https://x.com/dpuellARK/status/1932450328164876392)  2025-06-10T14:50Z 70.6K followers, [---] engagements


"On the macro side the number of sellers is outpacing the number of buyers in the US housing market suggesting potential pressure on home prices. Additionally autos and services are flashing warning signs as costs rise and demand declines"  
[X Link](https://x.com/dpuellARK/status/1932450330928709661)  2025-06-10T14:50Z 70.6K followers, [----] engagements


"Frankly and objectively the Mt. Rushmore of 20th-Century Physics"  
[X Link](https://x.com/dpuellARK/status/1932855748897260019)  2025-06-11T17:41Z 70.6K followers, [----] engagements


"Bitcoin has never been stable for this long during a bull market. Starting May and October [----] respectively the 6m and 1y skews of both broad volatility and extreme tails have been positive with no interruption unlike prior bull markets. Compare in the charts below. We believe this is exactly what would appeal to a risk-averse investor. (For the technical analyst what you see below are the log FarinelliTibiletti ratios of the upper and lower partial second and fourth moments capturing the asymmetry of the even-order cumulants over time)"  
[X Link](https://x.com/dpuellARK/status/1942272866168496440)  2025-07-07T17:21Z 70.9K followers, 74.8K engagements


"@MichaelWhitmir8 @HarakiriInu @WClementeIII https://x.com/dpuellARK/status/1942292004198633747 @Edenhorde3233 This is gold 6m since mid-2020. https://t.co/GSSRKXCcUF https://x.com/dpuellARK/status/1942292004198633747 @Edenhorde3233 This is gold 6m since mid-2020. https://t.co/GSSRKXCcUF"  
[X Link](https://x.com/dpuellARK/status/1942335842921443635)  2025-07-07T21:32Z 70.7K followers, [--] engagements


"The Bitcoin Monthly report for June is out Thread below. https://www.ark-invest.com/crypto-reports/the-bitcoin-monthly-june-2025 https://www.ark-invest.com/crypto-reports/the-bitcoin-monthly-june-2025"  
[X Link](https://x.com/dpuellARK/status/1942686659398754376)  2025-07-08T20:46Z 71.2K followers, 162.9K engagements


"Bitcoin dominance climbed to levels not seen since late [----] hitting 65% of the total crypto market capitalization. The trend reflects a growing conviction in bitcoins product-market fit"  
[X Link](https://x.com/dpuellARK/status/1942686672950641099)  2025-07-08T20:46Z 70.9K followers, [---] engagements


"On the macro side challenging fears of currency weakness and persistent inflation the USD dollaras measured by the Federal Reserve's broad-based trade-weighted indexhas held much firmer than the narrow-based US Dollar Index (DXY)while inflation has resumed its decline. Housing market sentiment remains disconnected from the hard data withhome-owners expecting price gains despitelowernew home sale prices"  
[X Link](https://x.com/dpuellARK/status/1942686675991474588)  2025-07-08T20:46Z 70.9K followers, [----] engagements


"After [--] years a bitcoin whales wallets have moved to the tune of 80k bitcoin or $8.6 billion USD. Read the latest here: https://www.ark-invest.com/newsletters/issue-470#a--bitcoin-whales-wallets-have-moved https://www.ark-invest.com/newsletters/issue-470#a--bitcoin-whales-wallets-have-moved"  
[X Link](https://x.com/dpuellARK/status/1944855937367560346)  2025-07-14T20:26Z 71.1K followers, 27.7K engagements


"A study on #bitcoin's volatility and extreme tails. Start of thread. 1/ Key takeaways: [--]. As seen below and somewhat obvious today bitcoin's volatility has decreased. [--]. Bitcoin has consolidated 84% of the time above the rule-of-thumb 70% given in financial literature. [--]. Bitcoin days of extreme volatility seem to have diminished over time. [--]. Based solely on recorded volatility there have been two extremely catastrophic days in the history of bitcoin. Which days The answer is at the end of this thread. The first chart below provides every single trading day in context on how volatile it is"  
[X Link](https://x.com/dpuellARK/status/1945603026510844360)  2025-07-16T21:54Z 71.2K followers, 182.4K engagements


"THE HISTORY OF #BITCOIN'S SHOCKS 1/ Below a study of downside volatility (isolated from upside) and all the single-day events that traded above [--] standard deviations of downside returns. These are the most extreme tails of negative performance in the history of bitcoin totaling [--] mostly concentrating in [----] and [----] and unseen since [----]. This is the full list of what happened in each per ChatGPT. Brings back the memories"  
[X Link](https://x.com/dpuellARK/status/1946241712034029941)  2025-07-18T16:12Z 71.2K followers, 35.7K engagements


"2/ The patterns ChatGPT detected:"  
[X Link](https://x.com/dpuellARK/status/1946241715288883567)  2025-07-18T16:12Z 71.1K followers, [---] engagements


"3/ This is the chart of the events for reference"  
[X Link](https://x.com/dpuellARK/status/1946241717188874509)  2025-07-18T16:12Z 71.1K followers, [----] engagements


"Dont let anyone ever tell you that Venice is overrated"  
[X Link](https://x.com/dpuellARK/status/1954220367167238535)  2025-08-09T16:36Z 71.2K followers, [----] engagements


"ARK's new blog on bitcoin is live Thread below. https://www.ark-invest.com/articles/analyst-research/measuring-bitcoins-risk-and-reward Traditional metrics may overstate bitcoins risk by penalizing upside volatility. Using downside and distribution-based measures this new article and case study by @dpuellARK suggests bitcoin may merit a higher portfolio allocation. https://t.co/SG1xzgUiVg https://www.ark-invest.com/articles/analyst-research/measuring-bitcoins-risk-and-reward Traditional metrics may overstate bitcoins risk by penalizing upside volatility. Using downside and distribution-based"  
[X Link](https://x.com/dpuellARK/status/1973393948933603423)  2025-10-01T14:25Z 71.1K followers, 37.1K engagements


"If we average the Sharpe Sortino and Omega allocations given by portfolio optimizations across the same 5-year periods rolling the last [--] years bitcoin cross-averages a recommended portfolio share of 8.1% per year. If only Sortino and Omega are considered (since these only penalize for downside vol) the cross-average recommended allocation becomes 8.4%"  
[X Link](https://x.com/dpuellARK/status/1973393955963248807)  2025-10-01T14:25Z 71.1K followers, [----] engagements


"Full report here: https://www.ark-invest.com/articles/analyst-research/measuring-bitcoins-risk-and-reward https://www.ark-invest.com/articles/analyst-research/measuring-bitcoins-risk-and-reward"  
[X Link](https://x.com/dpuellARK/status/1973393958458794394)  2025-10-01T14:25Z 71.1K followers, [----] engagements


"After brief periods below its short-term-holder (STH) cost basis at $111933 bitcoin was able to recover that level by end of quarter. This level is still the most proximate strong support at today's correction"  
[X Link](https://x.com/dpuellARK/status/1976707552155930827)  2025-10-10T17:53Z 71.1K followers, [---] engagements


"Supply density measures the percentage of total bitcoin supply that last movedin this case 15% away from market price. At the end of the third quarter supply density hit roughly 30% the highest level since October [----] and before that late 2020"  
[X Link](https://x.com/dpuellARK/status/1976707555054567614)  2025-10-10T17:53Z 71.1K followers, [--] engagements


"Historically bitcoin enters extreme irrational exuberance when its log AVIV reaches [---] or above. As of September [--] log AVIV was [----] [----] decimal points away from extreme exuberance"  
[X Link](https://x.com/dpuellARK/status/1976707558066078178)  2025-10-10T17:53Z 71.1K followers, [--] engagements


"During the last two halving cycles bitcoin topped roughly [---] daysor about [--] monthsafter its halving day. April [--] [----] was bitcoins most recent halving daynearly [--] months ago suggesting that bitcoins bull cycle is in a late stage at least cyclically"  
[X Link](https://x.com/dpuellARK/status/1976707561215737984)  2025-10-10T17:53Z 71.1K followers, [--] engagements


"The prospect of decreasing volatility over time is part of bitcoins value proposition. Another is its decreasing kurtosisa measurement of the most extreme price movements in a short time. High-kurtosis events have diminished over time averaging [---] events per year over the last six years. Bitcoin last saw catastrophic events in [----] a few months prior to the FTX collapse and in early [----] during the COVID crash"  
[X Link](https://x.com/dpuellARK/status/1976707563832885384)  2025-10-10T17:53Z 71.1K followers, [--] engagements


"For full report visit: https://www.ark-invest.com/crypto-reports/bitcoin-quarterly-q3-2025 https://www.ark-invest.com/crypto-reports/bitcoin-quarterly-q3-2025"  
[X Link](https://x.com/dpuellARK/status/1976707571336569022)  2025-10-10T17:53Z 71.1K followers, [----] engagements


"The Bitcoin Quarterly is out Bitcoin closed the year consolidating after a 36% correction. In this edition we assess what [----] may have in store for us. https://www.ark-invest.com/crypto-reports/bitcoin-quarterly-q4-2025 Interested in reading about bitcoin on-chain activity market dynamics ETFs DATs liquidity and more Check out our new "The Bitcoin Quarterly: Q4 2025" report from @dpuellARK https://t.co/PxaUt5PLET https://www.ark-invest.com/crypto-reports/bitcoin-quarterly-q4-2025 Interested in reading about bitcoin on-chain activity market dynamics ETFs DATs liquidity and more Check out our"  
[X Link](https://x.com/dpuellARK/status/2012304847823867954)  2026-01-16T23:23Z 70.8K followers, 104.5K engagements


"The Bitcoin Monthly for April is live. 1/ The 200w MA ($25900) and realized price ($19950) still appear as bitcoins most crucial levels of downside risk. https://ark-invest.com/crypto-reports/the-bitcoin-monthly-april-report/utm_source=twitter&utm_medium=social&utm_campaign=twitter_dpuellark https://ark-invest.com/crypto-reports/the-bitcoin-monthly-april-report/utm_source=twitter&utm_medium=social&utm_campaign=twitter_dpuellark"  
[X Link](https://x.com/dpuellARK/status/1654246404305371142)  2023-05-04T22:07Z 70.9K followers, 232.5K engagements


"Have to say @unchainedcom has invented the most aesthetically pleasing bitcoin metrics I've seen to date. Extremely useful as well. I hope the HODL collection keeps growing. H/T: @dhruvbansal and team"  
[X Link](https://x.com/dpuellARK/status/1892668342021881957)  2025-02-20T20:11Z 70.5K followers, 14.8K engagements


"As of this month ARK's Bitcoin Monthly will become The Bitcoin Quarterly This new report will feature more content and analysis of what we've seen in the bitcoin market lately. Full report here: https://www.ark-invest.com/crypto-reports/bitcoin-quarterly-q3-2025 https://x.com/ARKInvest/status/1976705380135977126 Our bitcoin report is backnow quarterly with fresh insights and new topics. Read our Q3 "The Bitcoin Quarterly" for insights on on-chain activity market dynamics ETFs DATs liquidity and more. https://t.co/YMYw2jgPIE https://www.ark-invest.com/crypto-reports/bitcoin-quarterly-q3-2025"  
[X Link](https://x.com/dpuellARK/status/1976707549203226760)  2025-10-10T17:52Z 71.1K followers, 43.3K engagements


"Public companies and ETFs now hold 12.2% of bitcoin's supply"  
[X Link](https://x.com/dpuellARK/status/1976707566240407977)  2025-10-10T17:53Z 71.1K followers, [----] engagements


"With inflation contained but labor weakening Fed policy is shifting augmenting deregulation and tax cuts and setting the stage for stronger productivity-led growth. Labor is weakening while inflation risks are fading shifting the Federal Reserves (Fed) focus to employment. Policy tailwinds and AI-driven capital expenditures (capex) could ignite a productivity boom positioning the economy for stronger growth ahead"  
[X Link](https://x.com/dpuellARK/status/1976707568962551918)  2025-10-10T17:53Z 71.1K followers, [----] engagements


"Although bitcoin lost its 200-day moving average and its short-term-holder cost basis it found strong support on its on-chain mean near $80000"  
[X Link](https://x.com/dpuellARK/status/2012304851288387860)  2026-01-16T23:23Z 70.8K followers, [---] engagements


"Bitcoin's volatility hit the lowest levels in history"  
[X Link](https://x.com/dpuellARK/status/2012304854169858210)  2026-01-16T23:23Z 70.8K followers, [---] engagements


"Long-term-holder realized losses as percentage of total losses spike in Q4 although yet not to levels confirming a sustained bearish environment"  
[X Link](https://x.com/dpuellARK/status/2012304856703197389)  2026-01-16T23:23Z 70.8K followers, [---] engagements


"Bitcoin's yearly gain/loss ratio went negative for the first since [----]. Something to keep an eye on in terms of [----] momentum"  
[X Link](https://x.com/dpuellARK/status/2012304859429564707)  2026-01-16T23:23Z 70.8K followers, [---] engagements


"Bitcoin found support on the US ETF cost basis. At the same time DATs profit ratio shows a clear reversion to the mean"  
[X Link](https://x.com/dpuellARK/status/2012304861870641487)  2026-01-16T23:24Z 70.8K followers, [---] engagements


"Long liquidations hit the top of a multi-year range suggesting speculators may have been punished "enough" with this recent correction"  
[X Link](https://x.com/dpuellARK/status/2012304864462676024)  2026-01-16T23:24Z 70.9K followers, [---] engagements


"On the macro side the US economy looks like a coiled spring: [--]. With US Consumer Sentiment this low we believe a last leg of a rolling recession can resolve to an upside supported by a low-interest-rate regime. [--]. With Truflation CPI below 2% we believe inflation pressure and supportive government policies are aligning to reignite economic growth. [--]. Gold's historic rise signals that risk assets may be positioned well in [----]. https://twitter.com/i/web/status/2012304867205763289 https://twitter.com/i/web/status/2012304867205763289"  
[X Link](https://x.com/dpuellARK/status/2012304867205763289)  2026-01-16T23:24Z 70.9K followers, [----] engagements


"For full report visit: https://www.ark-invest.com/crypto-reports/bitcoin-quarterly-q4-2025 https://www.ark-invest.com/crypto-reports/bitcoin-quarterly-q4-2025"  
[X Link](https://x.com/dpuellARK/status/2012304870938747330)  2026-01-16T23:24Z 70.8K followers, [----] engagements


"Bitcoin has been on average the best performing asset across the crypto industry on a YoY risk-adjusted basis. At the same time [----] was the year when bitcoin saw the shallowest average drawdowns in its history"  
[X Link](https://x.com/dpuellARK/status/2014100319861449144)  2026-01-21T22:18Z 70.9K followers, [----] engagements


"Compared to end of [----] ARK's market cap estimates for [----] have remained roughly the same except for two main contributors: [--]. Our gold [----] market cap estimates have increased by 37% suggesting higher impact on bitcoin's digital gold TAM and narrative in the foreseeable future. [--]. Our estimates on bitcoin penetration as safe haven across emerging markets have decreased by 80% since we believe stablecoins will take the highest share in crypto adoption in those regions. https://twitter.com/i/web/status/2014100322881315279 https://twitter.com/i/web/status/2014100322881315279"  
[X Link](https://x.com/dpuellARK/status/2014100322881315279)  2026-01-21T22:18Z 70.9K followers, [---] engagements


"The market for smart contract networks and pure-play digital currenciesthe latter which serve as stores of value mediums of exchange and units of account on public blockchainscould grow at an annual rate of 61% to $28 trillion in [----]. We believe bitcoin could account for 70% of the market the balance dominated by smart contract networks like Ethereum and Solana. https://twitter.com/i/web/status/2014100325980918242 https://twitter.com/i/web/status/2014100325980918242"  
[X Link](https://x.com/dpuellARK/status/2014100325980918242)  2026-01-21T22:18Z 70.9K followers, [----] engagements


"New #Bitcoin blog is now live What are the cycles of bitcoin's growth Are we on track with past cycles Full blog here: A thread below. https://x.com/ARKInvest/status/1857551151035465994 Bitcoins halving occurs roughly every four years often aligning with early bull markets. The April [--] halving brought volatility but performance aligns with past cycles fueling our optimism for the next [---] months. @dpuellARK explains in a new blog. https://t.co/w6OKdnmpz7 https://x.com/ARKInvest/status/1857551151035465994 Bitcoins halving occurs roughly every four years often aligning with early bull markets."  
[X Link](https://x.com/anyuser/status/1857554161128046679)  2024-11-15T22:39Z 70.8K followers, 300.2K engagements


"Bitcoin breaking 100k. About a month ago in our "Bitcoin Cycles" piece we flagged a potential price target range between 104k and 124k by year's end based on the averaged performance multiple of all years sampled (2011-2023) and all halving years respectively. The lower bound above has just been met. We look forward to what the rest of [----] as well as [----] have in store for Bitcoin. For full blog piece visit: https://www.ark-invest.com/articles/analyst-research/bitcoin-cycles-entering-2025 https://www.ark-invest.com/articles/analyst-research/bitcoin-cycles-entering-2025"  
[X Link](https://x.com/anyuser/status/1864517063081083010)  2024-12-05T03:48Z 70.8K followers, 287.5K engagements


"The highest single-day amount of coinblock destruction in the history of bitcoin: [---] million coinyears. [---] years of holding time value moved in a single day"  
[X Link](https://x.com/dpuellARK/status/1941302868209958952)  2025-07-05T01:07Z 70.8K followers, 256.1K engagements


"ARK Big Ideas [----] is live Thread on Bitcoin section starts here. Dont chase what was. Own whats next. Big Ideas [----]. Download now: https://t.co/Uw1o20VSMc Dont chase what was. Own whats next. Big Ideas [----]. Download now: https://t.co/Uw1o20VSMc"  
[X Link](https://x.com/dpuellARK/status/2014100313863598403)  2026-01-21T22:18Z 70.8K followers, 84.2K engagements


"We believe bitcoin is the convergence vector for multiple institutionalization trends: a macro back drop that aches for scarcity new ownership models via ETF and DAT vehicles bitcoin's mercurial risk-on and store-of-value qualities and a diminishing volatility over the long term. https://twitter.com/i/web/status/2021974277222744432 https://twitter.com/i/web/status/2021974277222744432"  
[X Link](https://x.com/dpuellARK/status/2021974277222744432)  2026-02-12T15:46Z 70.8K followers, [---] engagements


"We believe that in [----] bitcoin's demand outpaced its supply and its correction since October was mostly driven by exogenous factors such as the large liquidation event caused by a software glitch on October [--] fears of the bitcoin four-year cycle turning and negative sentiment around quantum computing. https://twitter.com/i/web/status/2021974279802257652 https://twitter.com/i/web/status/2021974279802257652"  
[X Link](https://x.com/dpuellARK/status/2021974279802257652)  2026-02-12T15:46Z 70.8K followers, [---] engagements


"Gold leads bitcoin follows In [----] and [----] an advance in the gold price led that in the bitcoin price. In early [----] during the COVID shock a rally in the gold price foreshadowed an increase in the bitcoin price after an explosion in fiscal and monetary liquidity. This gold-bitcoin pattern became pronounced in [----] and [----] as shown below. Does history rhyme https://twitter.com/i/web/status/2021974282918596656 https://twitter.com/i/web/status/2021974282918596656"  
[X Link](https://x.com/dpuellARK/status/2021974282918596656)  2026-02-12T15:46Z 70.8K followers, [---] engagements


"Cumulative ETF net flows offer another comparison of bitcoin to gold. Spot bitcoin ETFs accomplished in less than two years what took gold ETFs more than [--] years as shown in the chart below. In other words financial advisors institutions and retail investors seem to be more comfortable with bitcoins role as a store-of-value a diversifier and a new asset class. https://twitter.com/i/web/status/2021974285787488677 https://twitter.com/i/web/status/2021974285787488677"  
[X Link](https://x.com/dpuellARK/status/2021974285787488677)  2026-02-12T15:46Z 70.8K followers, [---] engagements


"The "worst" bitcoin investor over the last [--] years would still be at a profit. From [----] to [----] a hypothetical investorone who invested $1000 at the highest price every yearturned $6000 into $9660 by December [--] [----] and $8680 by January [--] 2026a 61% and 45% return respectively. Even with the recent correction in February this investment would be $7760 by February 8a 29% return. https://twitter.com/i/web/status/2021974288882913761 https://twitter.com/i/web/status/2021974288882913761"  
[X Link](https://x.com/dpuellARK/status/2021974288882913761)  2026-02-12T15:46Z 70.8K followers, [---] engagements


"We believe that for investors the most important questions to ask are not "should I invest" but "how much" and "through which vehicle.""  
[X Link](https://x.com/dpuellARK/status/2021974291508596877)  2026-02-12T15:46Z 70.8K followers, [---] engagements


"Im glad to announce that I will be doing crypto and on-chain research for @ARKInvest. Taking #Bitcoin on-chain analytics to the next level with the ARK Team is a dream come true. Excited for things to come"  
[X Link](https://x.com/anyuser/status/1494738178959458314)  2022-02-18T18:18Z 70.8K followers, [----] engagements


"YouTube link here: https://www.youtube.com/watchv=Ore4gAuaGqk&ab_channel=ARKInvest https://www.youtube.com/watchv=Ore4gAuaGqk&ab_channel=ARKInvest"  
[X Link](https://x.com/dpuellARK/status/1608530106858999809)  2022-12-29T18:27Z 70.8K followers, 860.9K engagements


"New blog co-authored with @MattMena from @21shares /@21shares_us is out A quick thread. https://www.ark-invest.com/articles/analyst-research/bitcoins-evolving-institutional-role Bitcoin is moving beyond the crypto fringe and in our view evolving into an institutional asset class. In a new blog @dpuellARK and @21shares_us's Matthew Mena outline four trends we believe are enhancing its value proposition. https://t.co/UGD46VRY3R https://www.ark-invest.com/articles/analyst-research/bitcoins-evolving-institutional-role Bitcoin is moving beyond the crypto fringe and in our view evolving into an"  
[X Link](https://x.com/dpuellARK/status/2021974270608650514)  2026-02-12T15:46Z 70.8K followers, 19.8K engagements


"Full blog here: https://www.ark-invest.com/articles/analyst-research/bitcoins-evolving-institutional-role https://www.ark-invest.com/articles/analyst-research/bitcoins-evolving-institutional-role"  
[X Link](https://x.com/dpuellARK/status/2021974294113505712)  2026-02-12T15:46Z 70.8K followers, 10.5K engagements


"New blog co-authored with @MattMena from @21shares /@21shares_us is out A quick thread. https://www.ark-invest.com/articles/analyst-research/bitcoins-evolving-institutional-role Bitcoin is moving beyond the crypto fringe and in our view evolving into an institutional asset class. In a new blog @dpuellARK and @21shares_us's Matthew Mena outline four trends we believe are enhancing its value proposition. https://t.co/UGD46VRY3R https://www.ark-invest.com/articles/analyst-research/bitcoins-evolving-institutional-role Bitcoin is moving beyond the crypto fringe and in our view evolving into an"  
[X Link](https://x.com/dpuellARK/status/2021974270608650514)  2026-02-12T15:46Z 70.8K followers, 19.8K engagements


"Bitcoin is moving beyond the crypto fringe and in our view evolving into an institutional asset class. In a new blog @dpuellARK and @21shares_us's Matthew Mena outline four trends we believe are enhancing its value proposition. http://ark-invest.com/articles/analyst-research/bitcoins-evolving-institutional-role http://ark-invest.com/articles/analyst-research/bitcoins-evolving-institutional-role"  
[X Link](https://x.com/anyuser/status/2021712898360270977)  2026-02-11T22:28Z 812.8K followers, 37.4K engagements


"Im glad to announce that I will be doing crypto and on-chain research for @ARKInvest. Taking #Bitcoin on-chain analytics to the next level with the ARK Team is a dream come true. Excited for things to come"  
[X Link](https://x.com/anyuser/status/1494738178959458314)  2022-02-18T18:18Z 70.8K followers, [----] engagements


"Heard this kid has come a long way. This DM was sent when his account was at less than 10k followers. Perfect example of how self-education and hard work (and good meme game) are highly-valued characteristics in the crypto meritocracy. @wclemente"  
[X Link](https://x.com/anyuser/status/1455616434084712451)  2021-11-02T19:22Z 70.8K followers, [----] engagements


"$BTC: I have the pleasure of introducing the most interesting top-detecting model I've seen for Bitcoin. This metric is a full @_Checkmatey_ original. The lad was awesome enough to let me present it to you for the first time. 1/ Meet "terminal price" (red below)"  
[X Link](https://x.com/anyuser/status/1456748037364240396)  2021-11-05T22:19Z 70.8K followers, [----] engagements


"Mexico's third richest man owner of a media conglomerate a bank with the ear of the Mexican President just disclosed his 10% BTC position shilling @saifedean's "The Bitcoin Standard" in the process. "Bitcoin protects the common citizen against government expropriation." Hoy les recomiendo EL PATRN BITCOIN este libro es el mejor y ms importante para entender #Bitcoin. El Bitcoin protege al ciudadano de la expropiacin gubernamental. Muchas personas me preguntan si tengo bitcoins S. Tengo el 10% de mi portafolio lquido invertido en el πŸ˜ŒπŸ’΅ https://t.co/6LtFVCXvuA Hoy les recomiendo EL PATRN"  
[X Link](https://x.com/anyuser/status/1328880142995890177)  2020-11-18T01:58Z 70.8K followers, [----] engagements


"Hoy les recomiendo EL PATRN BITCOIN este libro es el mejor y ms importante para entender #Bitcoin. El Bitcoin protege al ciudadano de la expropiacin gubernamental. Muchas personas me preguntan si tengo bitcoins S. Tengo el 10% de mi portafolio lquido invertido en el πŸ˜ŒπŸ’΅"  
[X Link](https://x.com/anyuser/status/1328850136290775041)  2020-11-17T23:58Z 2.2M followers, [----] engagements


"The total value transacted in USD on the #Bitcoin network just passed the [---] trillion mark"  
[X Link](https://x.com/anyuser/status/1562482726716178432)  2022-08-24T16:51Z 70.8K followers, [----] engagements


"Our analysis suggests that #Bitcoin proportional to supply held by long-term holders (LTH) is at its most deflationary in history. 1/ Introducing LTH Market Inflation/Deflation Ratio created in collaboration with @_Checkmatey_ (Glassnode)"  
[X Link](https://x.com/anyuser/status/1503742287528005643)  2022-03-15T14:37Z 70.8K followers, [----] engagements


"$BTC: I adjusted @wclemente's supply shock ratio for total circulating supply. Gives an oscillating behavior. Looks healthy today"  
[X Link](https://x.com/anyuser/status/1451241438549741570)  2021-10-21T17:38Z 70.8K followers, [----] engagements


"Culturally if I had to pick an exact date when #Bitcoin went mainstream it would be today. One of the most disruptive figures in 21st-Centory history declared his skin in the game in one of its most disruptive technologies"  
[X Link](https://x.com/anyuser/status/1358933022171619329)  2021-02-09T00:17Z 70.8K followers, [---] engagements


"There's few candles in the history of #Bitcoin that are worthy of a name of their own. You know like chess openings. We shall name this "Elon's Candle.""  
[X Link](https://x.com/anyuser/status/1355078901593214978)  2021-01-29T09:02Z 70.8K followers, [---] engagements


"BTC/S&P500 Ratio. You don't see this that often"  
[X Link](https://x.com/anyuser/status/1908214181221859331)  2025-04-04T17:44Z 70.8K followers, 69.6K engagements


"#BTC: That's a massive spike in open interest today combined with still positive derivatives premium. Neither premium nor OI seem yet wiped. This spike is not CME as it seems to be Binance"  
[X Link](https://x.com/anyuser/status/1458551166963421187)  2021-11-10T21:44Z 70.8K followers, [---] engagements


"The Bitfinex hack seizure is in my view a great example of how on-chain transparency provided useful information to the public domain about a week ago. 1/ On January 31st several on-chain metrics spiked in a seemingly atypical fashion:"  
[X Link](https://x.com/anyuser/status/1491115085049503745)  2022-02-08T18:21Z 70.8K followers, [---] engagements


"Historically whenever price surpasses terminal price a top can be detected yet it usually it goes above it by 20% to 60%. Assuming bullish momentum is still in effect a rounded median of this range would aim for a top at $112.4k USD. That or the top has already been given"  
[X Link](https://x.com/anyuser/status/1456748050312056836)  2021-11-05T22:19Z 70.8K followers, [---] engagements


"$BTC: About to battle magnificents foes the monthly and quartely resistances at $13800-$13900. Fight might be bloody and tiresome but once we claim victory lads by all means all bets are off"  
[X Link](https://x.com/anyuser/status/1143407651235098624)  2019-06-25T06:36Z 70.8K followers, [---] engagements


"$BTC: 1/ BAD NEWS: We haven't bottomed yet. GOOD NEWS: The bottom is not that far away. Thread"  
[X Link](https://x.com/anyuser/status/1067236161750515712)  2018-11-27T01:58Z 70.8K followers, [---] engagements


"$BTC: You heard all the bullish narratives so let me give you the few bearish ones: [--]. Whales are supressing price to position from lower. [--]. Whales are profit-taking with the hopes of positioning from lower. So yeah even bearish narratives are bullish narratives now"  
[X Link](https://x.com/anyuser/status/1335020545176465410)  2020-12-05T00:37Z 70.8K followers, [---] engagements


"$BTC: Introducing Delta Capitalization and MVDV Ratio: an experimental valuation model for catching Bitcoin tops bottoms and cycle lengths. Shoutout to @willywoo for the pretty charts and the awesome collab. https://medium.com/@kenoshaking/bitcoin-delta-capitalization-1d51a7b256b4 https://medium.com/@kenoshaking/bitcoin-delta-capitalization-1d51a7b256b4"  
[X Link](https://x.com/anyuser/status/1096199317302530054)  2019-02-15T00:07Z 70.8K followers, [---] engagements


"$BTC: 200-day MA on test right now"  
[X Link](https://x.com/anyuser/status/1394903030936576004)  2021-05-19T06:29Z 70.8K followers, [---] engagements


"1/ As both utter self-shill and major thank-you to all the people who have inspired or co-authored my work this is a retrospective of the metrics I've created or co-created since [----] used in the industry todayand the story they tell"  
[X Link](https://x.com/anyuser/status/1455716376102985728)  2021-11-03T02:00Z 70.8K followers, [---] engagements


"$BTC: Apparently there's fear in this market. Consider me shocked"  
[X Link](https://x.com/anyuser/status/1394046684188000259)  2021-05-16T21:46Z 70.8K followers, [---] engagements


"#Bitcoin's public skepticism by reputable sources peaked in [----]. Despite higher prices [----] stood at a 62% reduction in skepticism compared to that [----] all-time high. Either skeptics are less in number or less willing to stake their reputation in being wrong about Bitcoin"  
[X Link](https://x.com/anyuser/status/1478542532162338820)  2022-01-05T01:43Z 70.8K followers, [---] engagements


"$BTC: Introducing @coinmetrics' brand new transaction volume estimates. (Shoutout to @nic_carter @khannib and @panekkkk for the data.) A thread on why it is so beautiful at least from an analyst's perspective. 1/ Velocitya.k.a. inverse NVT ratio (7-day median smooth):"  
[X Link](https://x.com/anyuser/status/1113220001803247618)  2019-04-02T23:21Z 70.8K followers, [---] engagements


"$BTC: Grayscale added 30k BTC to its trust just this week. That equals about one month of new issuance. So for the week $GBTC's demand side is 4x the potential supply side of all natural sellers in the #Bitcoin market. H/T: @Travis_Kling"  
[X Link](https://x.com/anyuser/status/1352770970608672768)  2021-01-23T00:11Z 70.8K followers, [---] engagements


"$BTC: Getting reports that the most awesomely-named indicator just gave its fifth buy signal in BTC history. Looking good yes but remember that Puell Multiple reacts to hash rate movements too and hash rate follows price not the other way around"  
[X Link](https://x.com/anyuser/status/1409537487190511621)  2021-06-28T15:41Z 70.8K followers, [---] engagements


"$BTC: Officially a +50% correction. First one in more than a year"  
[X Link](https://x.com/anyuser/status/1395000963132428289)  2021-05-19T12:58Z 70.8K followers, [---] engagements


"$BTC: Little something for ya. [--]. A reminder of how beautiful the 200-day and 200-week moving averages are. [--]. Bitcoin's 200-day median which just flipped to bullish and should serve as support in the next few months (currently at 4k)"  
[X Link](https://x.com/anyuser/status/1114426695598190592)  2019-04-06T07:16Z 70.8K followers, [---] engagements


"$BTC: NVT Signal with brand new @coinmetrics transaction volume data. Tells a much clearer picture of the current state of affairs. Loving it. @willywoo @MustStopMurad and I have more on this later"  
[X Link](https://x.com/anyuser/status/1113922211621031946)  2019-04-04T21:52Z 70.8K followers, [---] engagements


"$BTC: Updated dormancy flow which I don't recall seeing live. Hasn't crossed its bull/bear threshold. IMO this is not bearish since the current primary trend is quite obvious. It instead makes me wonder: how much higher does price has to go to get this anywhere near overbought"  
[X Link](https://x.com/anyuser/status/1346636735296528384)  2021-01-06T01:56Z 70.8K followers, [---] engagements


"If you are new #Bitcoin investor make sure to prepare your psyche to the hash wars the PlusTokens the COVIDs the Elon tweets the BlockFi botched giveaways of this world. Only way to survive not sell bottoms and live healthier over the long term. Always assume a swan"  
[X Link](https://x.com/anyuser/status/1394932875074605056)  2021-05-19T08:28Z 70.8K followers, [---] engagements


"Ive always loved this Brandt chart. Makes you feel like a pale blue dot in a time axis"  
[X Link](https://x.com/anyuser/status/1489444848046387206)  2022-02-04T03:44Z 70.8K followers, [---] engagements


"For the newbs or the shitcoiners the essence of Bitcoin in a simple graph. (Based on @pierre_rochard.)"  
[X Link](https://x.com/anyuser/status/1040664198961868800)  2018-09-14T18:10Z 70.8K followers, [---] engagements


"Life of the on-chain analyst in two acts. @wclemente"  
[X Link](https://x.com/anyuser/status/1429885467676319746)  2021-08-23T19:17Z 70.8K followers, [---] engagements


"$BTC: Another update on one of my favorite indicators. MVRV Z-Score is basically MVRV ratio adjusted for volatility. It now makes its debut in log view"  
[X Link](https://x.com/anyuser/status/1104928804038995969)  2019-03-11T02:15Z 70.8K followers, [---] engagements


"$BTC: Is this number right"  
[X Link](https://x.com/anyuser/status/1351308964953272326)  2021-01-18T23:22Z 70.8K followers, [---] engagements


"$BTC: Liveliness cycles composed of: [--]. A Great Flatline each longer than the previous. Occurs in bear-bull phases of low profit-taking. [--]. A 25%-30% increase that usually occurs in little over a year. Occurs from new ATHs into full irrational exuberance"  
[X Link](https://x.com/anyuser/status/1477925435623231491)  2022-01-03T08:50Z 70.8K followers, [---] engagements


"$BTC: Let your mind contemplate the market scenario that would absolutely destroy the most people. How about from here a dead-cat-bull-trap to $8100 and then dump to $4300 followed by months of boring boring sideways "The Rekening.""  
[X Link](https://x.com/anyuser/status/1052734665449201666)  2018-10-18T01:34Z 70.8K followers, [---] engagements


"ARK's Big ideas [----] is out and our bitcoin [----] price targets have been updated We believe that bitcoin will benefit from six main TAMs over the rest of this decade: Primary [--]. Institutional investment sourcing directly from a growing global market portfolio. [--]. Digital gold as a nimbler store-of-value competitor to its physical counterpart. [--]. Emerging market safe haven as an asset allowing safeguards against inflation and devaluation for people in developing nations. Secondary [--]. Nation-state treasuries as bitcoin strategic reserve narratives emerge globally. [--]. Corporate treasuries as"  
[X Link](https://x.com/anyuser/status/1887191248169042368)  2025-02-05T17:27Z 70.8K followers, 185.9K engagements


"Say hello to tomorrow. Big Ideas [----] is here to share ARK's insights on the technologies shaping the future. Download now: http://ark-invest.com/big-ideas-2025 http://ark-invest.com/big-ideas-2025"  
[X Link](https://x.com/anyuser/status/1886762325144965620)  2025-02-04T13:02Z 812.8K followers, 2.6M engagements


"$BTC: Few experiments with @glassnode's liquidity-supply metrics that were recently published shown below (as of Jan. 3). 1/ A brief thread"  
[X Link](https://x.com/anyuser/status/1346427148060471300)  2021-01-05T12:03Z 70.8K followers, [---] engagements


"Hypothesis: By tracking #Bitcoin YoY supply change Asia vs. the US might one determine the world region that rules price action When all this FTX fiasco calms down I'm going to keep an eye on Asia"  
[X Link](https://x.com/anyuser/status/1595323818645618690)  2022-11-23T07:50Z 70.8K followers, [---] engagements


"$BTC: Even better that watching the rip it's watching it without fucking S&P with it. Fly baby girl be your own thing. Like the wind"  
[X Link](https://x.com/anyuser/status/1318781381158326273)  2020-10-21T05:09Z 70.8K followers, [---] engagements


"Two more confirmations to look for and we gucci: [--]. SOPR chops and stabilizes above [--]. [--]. SOPR retests [--] on a price dump and that serves as local bottom. SOPR looks bullish for [--] reasons: - Double Bottom - Bull Div - Back [--] (BTC market is no longer selling at a loss) https://t.co/glitEBh8ES SOPR looks bullish for [--] reasons: - Double Bottom - Bull Div - Back [--] (BTC market is no longer selling at a loss) https://t.co/glitEBh8ES"  
[X Link](https://x.com/anyuser/status/1403008425492103169)  2021-06-10T15:17Z 70.8K followers, [---] engagements


"SOPR looks bullish for [--] reasons: - Double Bottom - Bull Div - Back [--] (BTC market is no longer selling at a loss)"  
[X Link](https://x.com/anyuser/status/1402954833737433092)  2021-06-10T11:44Z 797.1K followers, [---] engagements


"Earthquakes are unpredictable but whoever coded our simulation should fix a bug: Mexico City was hit in [----] and [----] by its most devastating quakes on guess when: September 19th. In fact there was a city-wide anniversary simulacrum an hour before today's quake hit the city"  
[X Link](https://x.com/anyuser/status/1571936183361458183)  2022-09-19T18:56Z 70.8K followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@dpuellARK Avatar @dpuellARK David Puell

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

Engagements: [---] #

Engagements Line Chart

  • [--] Week [------] +5,141%
  • [--] Months [-------] -65%
  • [--] Year [-------] -19%

Mentions: [--] #

Mentions Line Chart

  • [--] Months [--] -21%
  • [--] Year [--] +2.10%

Followers: [---------] #

Followers Line Chart

  • [--] Week [------] -0.03%
  • [--] Month [------] -0.07%
  • [--] Months [------] -0.65%
  • [--] Year [------] +0.60%

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence cryptocurrencies finance currencies countries stocks technology brands exchanges travel destinations social networks us election

Social topic influence bitcoin, $btc, onchain, in the, market, history, the most, bitcoins, crypto, volume

Top assets mentioned Bitcoin (BTC) Solana (SOL) ??Holder (BNBHOLDER) Alphabet Inc Class A (GOOGL)

Top Social Posts

Top posts by engagements in the last [--] hours

"$BTC: Now that everyone knows what's what let's start searching for an actual bottom. Below: the guide to $4300. @Awe_andWonder's log regression bands and log cycle proportions further support this general level. I will use mostly volume and FA indicators to confirm. The case for the $4300 PoC. https://t.co/KON2Aaxkpt The case for the $4300 PoC. https://t.co/KON2Aaxkpt"
X Link 2018-11-14T16:52Z 69.3K followers, [--] engagements

"$BTC: Picking up signs of accumulation: the effort not matching results is a sign of local reversal"
X Link 2018-12-07T21:22Z 69.3K followers, [--] engagements

"$BTC: Another update on one of my favorite indicators. MVRV Z-Score is basically MVRV ratio adjusted for volatility. It now makes its debut in log view"
X Link 2019-03-11T02:15Z 70.8K followers, [---] engagements

"Main chart to look at right now IMO. Breaking of this triangle may initiate the de-coupling between S&P and gold (early November at latest). Most interesting question: Will #Bitcoin follow stocks precious metals or do its own thing"
X Link 2020-09-30T06:53Z 69.3K followers, [--] engagements

"$BTC: Few experiments with @glassnode's liquidity-supply metrics that were recently published shown below (as of Jan. 3). 1/ A brief thread"
X Link 2021-01-05T12:03Z 70.8K followers, [---] engagements

"2/ First a look of market caps by liquidity which serve as different versions of @coinmetrics's free-float market cap based on alternate heuristics. Market cap: [---] billion. Illiquid market cap: [---] billion. Liquid market cap: [--] billion. Highly liquid market cap: [--] billion"
X Link 2021-01-05T12:03Z 69.3K followers, [--] engagements

"$BTC: Getting reports that the most awesomely-named indicator just gave its fifth buy signal in BTC history. Looking good yes but remember that Puell Multiple reacts to hash rate movements too and hash rate follows price not the other way around"
X Link 2021-06-28T15:41Z 70.8K followers, [---] engagements

"9/ What do we get Whenever illiquid and LTH are 1:1 or near that market is in a late-stage bear or a healthy bull. It is a way to verify that the illiquid supply is actually holded on a long-term basis"
X Link 2022-02-18T16:19Z 69.3K followers, [--] engagements

"Few stats on Mt. Gox Balance. As of last daily close Gox coins are: 0.72% of total supply 0.94% of illiquid supply 1.03% of long-term-holder supply"
X Link 2022-07-10T20:44Z 69.3K followers, [---] engagements

"@LynAldenContact Was just in Argentina and saw a similar story. Dlar oficial (national bank) vs dlar blue (black market) below. Blue dollars in 100-USD bills have a premium on smaller denominations. Absolute currency controls. Citizens can only purchase up to [---] USD per month officially"
X Link 2022-09-10T08:57Z 69.3K followers, [--] engagements

"The #Bitcoin Monthly for June is out Thread below.πŸ‘‡ Full report:"
X Link 2023-07-05T23:21Z 69K followers, 214.8K engagements

"In June Bitcoin saw support at both its 200-week moving average and its short-term-holder cost basis"
X Link 2023-07-05T23:21Z 69K followers, [----] engagements

"Monetary policy works with long and variable lags that last 12-18 months suggesting that the full impact of the Feds 22-fold increase in interest rates has yet to hit"
X Link 2023-08-04T01:15Z 69.3K followers, [----] engagements

"The Zillow Rent Index which leads the Owners' Equivalent Rent (OER) by roughly nine months suggests that Consumer Price Index (CPI) inflation could decelerate significantly below 2% by year-end"
X Link 2023-08-04T01:15Z 69.3K followers, [----] engagements

"I had the honor of co-authoring this new white paper on #Bitcoin on-chain analysis with @Checkmatey from @glassnode. [--] months in the making two publications 120+ pages of material 30+ new or improved on-chain metrics. Goes live tomorrow. Coming Tomorrow - A collaborative white paper with @Glassnode [--] months in the making. Don't miss it subscribe now to receive your copy. https://t.co/y5aUPim5F8 Coming Tomorrow - A collaborative white paper with @Glassnode [--] months in the making. Don't miss it subscribe now to receive your copy. https://t.co/y5aUPim5F8"
X Link 2023-08-23T21:41Z 70.8K followers, 192.6K engagements

"@Checkmatey It was an epoch of obsession"
X Link 2023-08-23T22:08Z 69K followers, [----] engagements

"#Bitcoin white paper I co-wrote with @Checkmatey is live A thread. "Cointime Economics: A New Framework for Bitcoin On-Chain Analysis" has been published in two versions: [--]. ARK Invest version introductory piece for the general investor:"
X Link 2023-08-24T14:11Z 68.9K followers, 56.8K engagements

"You can find all live charts on both versions here:"
X Link 2023-08-24T14:11Z 68.9K followers, [----] engagements

"The #Bitcoin Monthly for August done in collaboration with @wclemente is live Thread: 1/ Bitcoin has lost its 200w MA at $27580 with realized price as stronger downside risk support at $20300. https://ark-invest.com/crypto-reports/the-bitcoin-monthly-august23-report/utm_source=twitter&utm_medium=social&utm_campaign=twitter_dpuellark https://ark-invest.com/crypto-reports/the-bitcoin-monthly-august23-report/utm_source=twitter&utm_medium=social&utm_campaign=twitter_dpuellark"
X Link 2023-09-06T18:31Z 70.8K followers, 354.4K engagements

"Bitcoin seems to have found resistance against its on-chain mean or active-investor price a new metric by ARK in collaboration with @glassnode"
X Link 2023-09-06T18:31Z 69K followers, [----] engagements

"During the fourth quarter of [----] and the first quarter of [----] the realized cap drawdown was -19% its largest since [----]. In our view the more severe the drawdown the more likely exuberance has exited the marketpaving the way for a healthier bull market"
X Link 2023-09-06T18:31Z 68.9K followers, [----] engagements

"The difference between the year-over-year percent changes in real Gross Domestic Product (GDP) and real Gross Domestic Income (GDI) is the largest on record"
X Link 2023-09-06T18:31Z 68.9K followers, [----] engagements

"The Real Federal Funds Policy Rate has surpassed the Natural Rate of Interest suggesting restrictive monetary policy for the first time since 2009"
X Link 2023-09-06T18:31Z 69K followers, [----] engagements

"The #Bitcoin Monthly for September is live πŸ‘‡Thread: Bitcoin found technical resistance at the 200w MA and short-term-holder cost basis"
X Link 2023-10-10T00:31Z 69K followers, 76K engagements

"Federal funds rate futures suggest that interest rates could be elevated for longer than the market previously expected"
X Link 2023-10-10T00:31Z 69.1K followers, [---] engagements

"The gasoline futures price and the spot WTI crude oil price are diverging sharply. We believe the US consumer looks poised to benefit from lower gas prices acting as monetary easing as disposable income improves"
X Link 2023-10-10T00:31Z 69.1K followers, [---] engagements

"The #Bitcoin Monthly for October is now live This month price has cleared crucial resistances in the 200-week moving average and the short-term-holder cost basis. https://ark-invest.com/crypto-reports/the-bitcoin-monthly-october-2023-report/ https://ark-invest.com/crypto-reports/the-bitcoin-monthly-october-2023-report/"
X Link 2023-11-08T18:52Z 68.9K followers, 69.1K engagements

"In addition bitcoin's on-chain mean (active-investor price) has been cleared as well. The AVIV ratio of bitcoin now stands at levels not seen since April [----] suggestive of the inherent momentum currently in the market"
X Link 2023-11-08T18:52Z 68.9K followers, [---] engagements

"As implied volatility dropped the open interest in the options market has increased. With a put/call ratio of 43% on Deribit we believe that speculators seem to be expecting positive expansion into next year"
X Link 2023-11-08T18:52Z 68.9K followers, [---] engagements

"Deficit spending is expansionary fiscal policy that is flying in the face of contractionary monetary policy"
X Link 2023-11-08T18:52Z 69K followers, [---] engagements

"On a year-over-year basis the growth in M2 money supply has contracted to levels not seen since the Great Depression"
X Link 2023-11-08T18:52Z 69K followers, [---] engagements

"The #Bitcoin Monthly for December [----] is now live Thread. 1/ Price closed above important support: its 200d MA ($31.9k) its short-term-holder cost basis ($35.8k) and its on-chain mean ($32.2k). Bitcoin appears to be in the early-to-mid stages of a bullish trend"
X Link 2024-01-09T23:36Z 69K followers, 100.4K engagements

"Excitement around Solana continued to build throughout December as its fees hit all-time highs"
X Link 2024-01-09T23:36Z [--] followers, [---] engagements

"The yield curve (10-year Treasury yield relative to the 3-month Treasury rate) has been inverted for more than a year suggesting the high probability of a recession within the next [--] months. CPI-based inflation is likely to surprise on the low side of expectations in 2024"
X Link 2024-01-09T23:36Z 69K followers, [----] engagements

"A distillation of Sowells three questions (at what cost compared to what what hard evidence do you have) applied to Bitcoin Great thread. The Truth About Bitcoin: A Comprehensive Thread Debunking Common Myths This last week has revealed that despite growing institutional acceptance Bitcoin remains highly misunderstood: - Jamie Dimon claims Satoshi controls Bitcoin - Vanguard claims bitcoin is too volatile and The Truth About Bitcoin: A Comprehensive Thread Debunking Common Myths This last week has revealed that despite growing institutional acceptance Bitcoin remains highly misunderstood: -"
X Link 2024-01-21T18:51Z 69K followers, [----] engagements

"ARK is looking for the new member of our crypto team You can check out the job description and apply below. A written sample is required (blog deck investment thesis article research paper etc.). You will not be considered without it"
X Link 2024-02-06T16:16Z 69.1K followers, 84.2K engagements

"@ki_young_ju Appreciate the kind words man. Ive learned a lot from you"
X Link 2024-02-07T07:05Z 69.1K followers, [----] engagements

"@jjcmoreno πŸ™"
X Link 2024-02-07T07:05Z 69.1K followers, [---] engagements

"The Bitcoin Monthly for January is out Thread. πŸ‘‡"
X Link 2024-02-11T02:47Z 69.1K followers, 99.9K engagements

"Intra-month bitcoin corrected 21% with GBTC outflows yet found support near its short-term holder cost basis to close January flat"
X Link 2024-02-11T02:47Z 69.1K followers, [---] engagements

"Bitcoin had the largest ETF launch in financial history. In [--] trading days new issuers accumulated [---] billion in AUM in addition to GBTC's [----] billion"
X Link 2024-02-11T02:47Z 69.1K followers, [---] engagements

"Since inception the total volume of bitcoin spot ETFs traded averaged 9.25% of volume traded on centralized exchanges"
X Link 2024-02-11T02:47Z 69.1K followers, [---] engagements

"As represented by the dotted rectangles a long-term holder Spent-Output Ratio (SOPR) below [--] often has preceded a breakout in the bitcoin price to all-time highs"
X Link 2024-02-11T02:47Z 69.1K followers, [---] engagements

"Mt. Gox trustees could receive their bitcoin repayments soon which could lead to selling pressure during [----]. Of the [------] bitcoin recovered in [----] (1.22% of total supply then) [------] (0.7% of current total supply) are outstanding and will be repaid to victims"
X Link 2024-02-11T02:47Z 68.8K followers, [---] engagements

"Another regional bank stock has hit Crisis-Era lows. A direct result of monetary tightening regional bank stock prices are weakening again. NY Community Bank which bought Signature Banks deposits reported poor earnings in late January"
X Link 2024-02-11T02:47Z 68.8K followers, [---] engagements

"Bitcoin has been a better store of value than gold"
X Link 2024-02-11T02:47Z 69.1K followers, [----] engagements

"Subscribe and get the full report here:"
X Link 2024-02-11T02:47Z 69.1K followers, [----] engagements

"Bitcoins market cap just surpassed Mexicos GDP. El market cap de #Bitcoin sobrepas el PIB de Mxico. https://t.co/21L47dEOzv El market cap de #Bitcoin sobrepas el PIB de Mxico. https://t.co/21L47dEOzv"
X Link 2024-03-05T19:05Z 69.1K followers, [----] engagements

"Fun fact: as of end of [----] the number of Big Macs you can buy with [--] bitcoin surpassed [--] thousand for the first time. Powerful burgernomics. H/T: @QuantMario"
X Link 2024-03-19T19:02Z 70.8K followers, 34.4K engagements

"Context: Why not measure Bitcoin in Big Macs instead of USD πŸ”πŸ’‘ The USD is like a ruler that stretches and shrinks over time πŸ“πŸ”„ making it tough to grasp the actual purchasing power of #Bitcoin. With the "Bit Mac Index" we unlock a tasty new perspective on #Bitcoin 's real worth. https://t.co/fYNUBHKlNJ Why not measure Bitcoin in Big Macs instead of USD πŸ”πŸ’‘ The USD is like a ruler that stretches and shrinks over time πŸ“πŸ”„ making it tough to grasp the actual purchasing power of #Bitcoin. With the "Bit Mac Index" we unlock a tasty new perspective on #Bitcoin 's real worth."
X Link 2024-03-19T19:02Z 69.1K followers, [----] engagements

"Big Mac Index:"
X Link 2024-03-19T19:02Z 69.1K followers, [----] engagements

"@QuantMario @jjcmoreno @Giovann35084111 @cryptoquant_com"
X Link 2024-03-21T20:58Z 69.1K followers, [--] engagements

"The Bitcoin Monthly for March is now live 🧡 1/ As the delta between its price and most important means has increased bitcoin's support appear to be: -Short-term-holder cost basis: $57547 or 19.4% below its month-end price. -200-day moving average: $43343 or 39.3% below its month-end price. -On-chain mean: $41160 or 42.3% below its month-end price. https://ark-invest.com/crypto-reports/the-bitcoin-monthly-march-2024-report/ https://ark-invest.com/crypto-reports/the-bitcoin-monthly-march-2024-report/"
X Link 2024-04-11T18:10Z 69K followers, 157.1K engagements

"6/ Since the second half of [----] Bitcoin scaling solutions have gained momentum: more than [--] independent projects are building on the Bitcoin base layer"
X Link 2024-04-11T18:10Z 69K followers, [----] engagements

"7/ In our view the macro context is still neutral to negative. -During March the depreciation of the Egyptian pound and the Nigerian naira accelerated. -As of the fourth quarter Real GDI was up 1.9% on a year-over-year basis still below the 3.1% growth in Real GDP In absolute terms the gap between Real GDP and GDI isat a historic high. -The S&P [---] earnings per share have stalled at $223a level first reached in November 2022"
X Link 2024-04-11T18:10Z 69K followers, [----] engagements

"The Bitcoin Monthly is out Let's go through some charts in the wake of the most recent Halving Day. Full report here: On the first day of May Bitcoin corrected to its short-term-holder cost basis at $59300. https://ark-invest.com/crypto-reports/the-bitcoin-monthly-april-2024-report/ https://ark-invest.com/crypto-reports/the-bitcoin-monthly-april-2024-report/"
X Link 2024-05-15T14:51Z 69K followers, 118.5K engagements

"@stacyherbert @ARKInvest @CathieDWood Thank you for the hospitality Stacy"
X Link 2024-05-29T01:54Z 69.1K followers, [---] engagements

"The miner outflow multiple used to gauge miner capitulation in the bitcoin ecosystem traded at 80% its yearly average usually correlated to positive market reversals"
X Link 2024-07-15T19:53Z 68.9K followers, [---] engagements

"We believe weaker-than-anticipated economic dataare pointing to a drop in interest rates despite the Fed's current hawkish rhetoric"
X Link 2024-07-15T19:53Z 68.9K followers, [----] engagements

"Pretty interesting how it is reported in the West to this day that the Chinese government still holds large amounts of BTC (190k) and ETH (790k) out of the PlusToken scam and confiscation. Those balances and their corresponding sell proceedings are very old news. Lookonchain deleted the previous analysis. According to @EmberCN most of the [------] ETH were sold on Huobi through multiple addresses from June to September [----]. Currently only about [--] addresses have collected Plus Token-related ETH addresses in the last [--] hours totaling Lookonchain deleted the previous analysis. According to"
X Link 2024-08-07T19:12Z 68.8K followers, [----] engagements

"The #Bitcoin Monthly for July is live. A thread: 1/ In July bitcoins price increased 3.1% to $64612. By August [--] however bitcoin's price had corrected 23.3% to a new local low at $49577. During the last two weeks of July bitcoin regained and then lost its 200-day moving average at $61107 and its short-term-holder cost basis at $65704. Today bitcoin trades slightly below its 200-day MA"
X Link 2024-08-09T18:41Z 70.3K followers, 83.2K engagements

"The supply of long-term holders (155 days or more) has accelerated to the upside since April denoting now a strong holder base formed by market participants entering the bitcoin ecosystem during the launch of its spot ETFs in January"
X Link 2024-08-09T18:41Z 69.3K followers, [----] engagements

"As the Bank Of Japan ramped up its hawkish action and rhetoric the yenthe worlds third-most traded currencybegan to appreciate rapidly. The strong and sudden reversal of the yen relative to the dollarcreated fear that the more than ten-year yen carry trade was unwinding. In addition the July employment report triggered the Sahm Rule" signaling a potential recession as the three-month moving average of the US unemployment rate hit50 basis pointsabove its lowest level over the last [--] months"
X Link 2024-08-09T18:41Z 69.3K followers, [----] engagements

"Watching the gap fill that was well overdue"
X Link 2024-09-05T15:31Z 69.2K followers, [----] engagements

"The Bitcoin Monthly for August is live. The market is at a "make-or-break" environment. A Thread: In late August bitcoins price was rejected by the 200-day moving average and the short-term-holder cost basis$63693 and $63245 respectivelyat months close. These levels are crucial to regain to return to bullish momentum"
X Link 2024-09-12T22:34Z 69.3K followers, 39.3K engagements

"An indicator comparing bitcoins market cap to its cost basis cycle-to-cycle bitcoins MVRV Z-score has defended its mean since inception. At the close of August the MVRV Z-Score was [---] relative to its mean at 1.42"
X Link 2024-09-12T22:34Z 69.3K followers, [---] engagements

"Shorts constituted only 37% of total liquidations during August which may correlate with local market bottoms"
X Link 2024-09-12T22:34Z 69.3K followers, [---] engagements

"A few charts describing a some interesting market events in the last few weeks all featured in September's Bitcoin Monthly live here: 1/ Bitcoin bounced off its 200d moving average and its short-term holder cost basis. Today it seems to be breaking out of a broadening wedge that began to develop since last March. https://www.ark-invest.com/crypto-reports/the-bitcoin-monthly-september-2024-report/ https://www.ark-invest.com/crypto-reports/the-bitcoin-monthly-september-2024-report/ https://www.ark-invest.com/crypto-reports/the-bitcoin-monthly-september-2024-report/"
X Link 2024-10-19T00:53Z 71.1K followers, 14.2K engagements

"2/ The stable coin supply ratio oscillator suggested bitcoin's oversold conditions relative to stablecoin's purchasing power--lows not seen since mid-2022"
X Link 2024-10-19T00:53Z 71.1K followers, 22.4K engagements

"3/ ARK's own average profitability index for bitcoin the multiple of percent supply in profit and percent network profitability has been always stayed within historically expected parameters for a broad bull market"
X Link 2024-10-19T00:53Z 71.1K followers, [----] engagements

"Dat all-time high tho"
X Link 2024-11-06T03:14Z 69.3K followers, [----] engagements

"Three electoral customs that I believe will be forever transformed by this election in order of conviction: [--]. Change in the gold standard for information aggregation: from polls to prediction markets. [--]. Change in the gold standard for candidate facetime: from questionnaire debate to long conversational podcast. [--]. A decline in effective October surprises: from controlled distribution to social media front-running everything especially because of point [--] above. And this is without AI and crypto becoming electorally mainstream on a technological level. Can't wait for the next one"
X Link 2024-11-08T06:54Z 69.3K followers, [----] engagements

"Now that #Bitcoin crossed cycle highs let's look back at what October had set up for us right before the election. The Bitcoin Monthly is now live. A thread below. https://www.ark-invest.com/crypto-reports/the-bitcoin-monthly-october-2024-report/ https://www.ark-invest.com/crypto-reports/the-bitcoin-monthly-october-2024-report/"
X Link 2024-11-11T15:57Z 69.6K followers, 94.6K engagements

"The average dormancy period per bitcoin crossed the 5-year mark for the first time in October which is approx. a third of the total lifespan of the Bitcoin network. We believe this evokes bitcoin holding behaviors not seen since late 2016"
X Link 2024-11-11T15:58Z 69.3K followers, [---] engagements

"In terms of comparing market cap to its on-chain mean the market stood and still stands in a healthy neutral zone suggesting more upside as we enter 2025"
X Link 2024-11-11T15:58Z 69.3K followers, [---] engagements

"Historically M2 money supply leads inflation by [--] months setting up expectations for a continued drop in YoY CPI. This could push the Fed to continue easing favoring risk-on asset prices"
X Link 2024-11-11T15:58Z 69.3K followers, [----] engagements

"New blog went live last week: "#Bitcoin Cycles Entering 2025" analyzing its market structure throughout its halving calendar and price cycles. You can find it here: Few cool charts that didn't make the cut: 1/ Measuring bitcoin's reward-to-risk ratio (RRR) per calendar year. Think of this as a Sharpe ratio that doesn't account for risk-free rate dividing cumulative mean returns by cumulative standard deviation since the start of each year. [--] out of the [--] years sampled have an RRR below [--] which is usually suggestive that an investment's reward surpass its risk."
X Link 2024-11-19T18:36Z 69.5K followers, 21.1K engagements

"For other interesting charts don't forget to read our latest blog: https://www.ark-invest.com/articles/analyst-research/bitcoin-cycles-entering-2025 https://www.ark-invest.com/articles/analyst-research/bitcoin-cycles-entering-2025"
X Link 2024-11-19T18:36Z 70.2K followers, [----] engagements

"Senator @CynthiaMLummis s BITCOIN Act of [----] gains momentum into [----] after a Trump victory. If such a bill were to pass it would bring America to the forefront of global monetary and financial innovation in the 21st century. Full newsletter here: https://t.co/4YjAUn232P https://t.co/4YjAUn232P"
X Link 2024-11-25T20:02Z 70.2K followers, 38.2K engagements

"Thread on "Bitcoin Cycles" here: https://x.com/dpuellARK/status/1857554161128046679 New #Bitcoin blog is now live What are the cycles of bitcoin's growth Are we on track with past cycles Full blog here: https://t.co/iY1ss65m2Z A thread below. https://t.co/v0iPG0zVq4 https://x.com/dpuellARK/status/1857554161128046679 New #Bitcoin blog is now live What are the cycles of bitcoin's growth Are we on track with past cycles Full blog here: https://t.co/iY1ss65m2Z A thread below. https://t.co/v0iPG0zVq4"
X Link 2024-12-05T03:48Z 70.3K followers, [----] engagements

"December's Bitcoin Monthly is live "Into 2025." Thread below. Full report: https://www.ark-invest.com/crypto-reports/the-bitcoin-monthly-december-2024-report https://www.ark-invest.com/crypto-reports/the-bitcoin-monthly-december-2024-report"
X Link 2025-01-14T19:14Z 70.4K followers, 31K engagements

"Zooming out we believe bitcoin's seasonal and on-chain outlooks are optimistic in [----]. As case studies all years following a halving year have had positive returns YTD plus 62% of bitcoin's supply has not moved in [--] year or more"
X Link 2025-01-14T19:14Z 70.4K followers, [---] engagements

"Despite recent price action realized volatility is also reduced on a relative basis. 1-month vol is still below 1-year vol indicating still some room for further market expansion in 2025"
X Link 2025-01-14T19:14Z 70.4K followers, [---] engagements

"On a shorter-term basis shorts liquidations have been relatively greater than longs liquidations suggestive of some potential overheated conditions in derivatives markets. We believe this may be one factor playing out in the recent correction"
X Link 2025-01-14T19:14Z 70.4K followers, [---] engagements

"From a macro perspective we believe there is some broader improvements in small business optimism productivity and real GDP"
X Link 2025-01-14T19:14Z 70.4K followers, [----] engagements

"Full report here: https://www.ark-invest.com/crypto-reports/the-bitcoin-monthly-december-2024-report https://www.ark-invest.com/crypto-reports/the-bitcoin-monthly-december-2024-report"
X Link 2025-01-14T19:14Z 70.4K followers, [----] engagements

"Internally Brett pulling the "welcome to the second half of the chessboard everyone" from time to time never fails as a banger. I hate to break it to you: this ain't late-stage capitalism this is capitalism in its infancy the real action happens in the second half of the chessboard https://t.co/GUgvk3fhK2 I hate to break it to you: this ain't late-stage capitalism this is capitalism in its infancy the real action happens in the second half of the chessboard https://t.co/GUgvk3fhK2"
X Link 2025-01-14T20:11Z 70.4K followers, [----] engagements

"Quantum with potential solutions. [--]. Cryptographic: Plan for and implement quantum-resistant cryptography at (a) signature scheme and (2) PoW layers (Shor and Grover) in that order. [--]. Game-theoretical: Campaign for (a) best practices in address usage and law-make these practices into the ETF and exchange complexes; (b) incentivize mining of potential and temporary benign hash rate dictators in America; (c) campaign US acquisition of bitcoin to increase national security protections on the asset. In that order"
X Link 2025-03-24T20:31Z 70.6K followers, [----] engagements

"December 4th was the day ETF balances flipped Patoshi and it hasn't yet looked back. Near supply share parity at the moment"
X Link 2025-04-03T20:44Z 70.6K followers, [----] engagements

"BTC/S&P500 Ratio. You don't see this that often"
X Link 2025-04-04T17:44Z 70.8K followers, 69.6K engagements

"At month's close bitcoin lost its 200d moving average at approx. 86k. Crossing over this resistance will be a good test to confirm long-term recovery"
X Link 2025-04-10T13:34Z 70.6K followers, [---] engagements

"Realized supply density measures the concentration of bitcoins that have been moved within 10% of the spot price. An increase in concentration could signal an impending increase in volatility or in other words a high degree of interest in price moves. Today this metric suggests that the market may stay at relatively low volatility in the near future"
X Link 2025-04-10T13:34Z 70.6K followers, [---] engagements

"US vs. China: Equities Growth Relative to GDP Growth by Country rolling from 1990"
X Link 2025-04-24T13:13Z 70.6K followers, [----] engagements

"Bitcoin eggs chart is the true final boss"
X Link 2025-04-30T13:22Z 70.6K followers, [----] engagements

"Supply at exchanges continued to shrink to levels last seen in late [----]. We believe decreasing balance on exchanges suggests fewer bitcoin available for immediate sale"
X Link 2025-05-07T19:40Z 70.6K followers, [---] engagements

"Realized supply density measures the concentration of short-term-holder supplyor UTXOs younger than [---] dayswhich last moved within a 15% range from spot price. Whenever this metric has increased to 25% or higher such as at the end of April [----] the expectation is for higher price volatility in the future"
X Link 2025-05-07T19:40Z 70.6K followers, [---] engagements

"From Liberation Day on April [--] to the end of April bitcoin outperformed the S&P [---] Index by 13%. The BTC/S&P500 price ratio is nearing its all-time high"
X Link 2025-05-07T19:40Z 70.6K followers, [---] engagements

"Truflations measure of CPI suggests that the Labor Department's measure could drop below 2%"
X Link 2025-05-07T19:40Z 70.6K followers, [---] engagements

"If you want to hyperinflate your economy you need four ingredients for the most part: [--]. Be an industrialized or industrializing state. [--]. Have a central bank and issue fiat money. [--]. Get involved in a war either domestic or international. [--]. Fund it with fiat money and try to win before it runs out or pay reparations in fiat money if you lose. Or just skip steps [--] and [--] and print as much money as physically possible (i.e. Zimbabwe in the 2000s)"
X Link 2025-05-13T21:16Z 70.6K followers, [----] engagements

"Bitcoin Core commits have hit a 10-year low"
X Link 2025-06-10T14:50Z 70.6K followers, [---] engagements

"On the macro side the number of sellers is outpacing the number of buyers in the US housing market suggesting potential pressure on home prices. Additionally autos and services are flashing warning signs as costs rise and demand declines"
X Link 2025-06-10T14:50Z 70.6K followers, [----] engagements

"Frankly and objectively the Mt. Rushmore of 20th-Century Physics"
X Link 2025-06-11T17:41Z 70.6K followers, [----] engagements

"Bitcoin has never been stable for this long during a bull market. Starting May and October [----] respectively the 6m and 1y skews of both broad volatility and extreme tails have been positive with no interruption unlike prior bull markets. Compare in the charts below. We believe this is exactly what would appeal to a risk-averse investor. (For the technical analyst what you see below are the log FarinelliTibiletti ratios of the upper and lower partial second and fourth moments capturing the asymmetry of the even-order cumulants over time)"
X Link 2025-07-07T17:21Z 70.9K followers, 74.8K engagements

"@MichaelWhitmir8 @HarakiriInu @WClementeIII https://x.com/dpuellARK/status/1942292004198633747 @Edenhorde3233 This is gold 6m since mid-2020. https://t.co/GSSRKXCcUF https://x.com/dpuellARK/status/1942292004198633747 @Edenhorde3233 This is gold 6m since mid-2020. https://t.co/GSSRKXCcUF"
X Link 2025-07-07T21:32Z 70.7K followers, [--] engagements

"The Bitcoin Monthly report for June is out Thread below. https://www.ark-invest.com/crypto-reports/the-bitcoin-monthly-june-2025 https://www.ark-invest.com/crypto-reports/the-bitcoin-monthly-june-2025"
X Link 2025-07-08T20:46Z 71.2K followers, 162.9K engagements

"Bitcoin dominance climbed to levels not seen since late [----] hitting 65% of the total crypto market capitalization. The trend reflects a growing conviction in bitcoins product-market fit"
X Link 2025-07-08T20:46Z 70.9K followers, [---] engagements

"On the macro side challenging fears of currency weakness and persistent inflation the USD dollaras measured by the Federal Reserve's broad-based trade-weighted indexhas held much firmer than the narrow-based US Dollar Index (DXY)while inflation has resumed its decline. Housing market sentiment remains disconnected from the hard data withhome-owners expecting price gains despitelowernew home sale prices"
X Link 2025-07-08T20:46Z 70.9K followers, [----] engagements

"After [--] years a bitcoin whales wallets have moved to the tune of 80k bitcoin or $8.6 billion USD. Read the latest here: https://www.ark-invest.com/newsletters/issue-470#a--bitcoin-whales-wallets-have-moved https://www.ark-invest.com/newsletters/issue-470#a--bitcoin-whales-wallets-have-moved"
X Link 2025-07-14T20:26Z 71.1K followers, 27.7K engagements

"A study on #bitcoin's volatility and extreme tails. Start of thread. 1/ Key takeaways: [--]. As seen below and somewhat obvious today bitcoin's volatility has decreased. [--]. Bitcoin has consolidated 84% of the time above the rule-of-thumb 70% given in financial literature. [--]. Bitcoin days of extreme volatility seem to have diminished over time. [--]. Based solely on recorded volatility there have been two extremely catastrophic days in the history of bitcoin. Which days The answer is at the end of this thread. The first chart below provides every single trading day in context on how volatile it is"
X Link 2025-07-16T21:54Z 71.2K followers, 182.4K engagements

"THE HISTORY OF #BITCOIN'S SHOCKS 1/ Below a study of downside volatility (isolated from upside) and all the single-day events that traded above [--] standard deviations of downside returns. These are the most extreme tails of negative performance in the history of bitcoin totaling [--] mostly concentrating in [----] and [----] and unseen since [----]. This is the full list of what happened in each per ChatGPT. Brings back the memories"
X Link 2025-07-18T16:12Z 71.2K followers, 35.7K engagements

"2/ The patterns ChatGPT detected:"
X Link 2025-07-18T16:12Z 71.1K followers, [---] engagements

"3/ This is the chart of the events for reference"
X Link 2025-07-18T16:12Z 71.1K followers, [----] engagements

"Dont let anyone ever tell you that Venice is overrated"
X Link 2025-08-09T16:36Z 71.2K followers, [----] engagements

"ARK's new blog on bitcoin is live Thread below. https://www.ark-invest.com/articles/analyst-research/measuring-bitcoins-risk-and-reward Traditional metrics may overstate bitcoins risk by penalizing upside volatility. Using downside and distribution-based measures this new article and case study by @dpuellARK suggests bitcoin may merit a higher portfolio allocation. https://t.co/SG1xzgUiVg https://www.ark-invest.com/articles/analyst-research/measuring-bitcoins-risk-and-reward Traditional metrics may overstate bitcoins risk by penalizing upside volatility. Using downside and distribution-based"
X Link 2025-10-01T14:25Z 71.1K followers, 37.1K engagements

"If we average the Sharpe Sortino and Omega allocations given by portfolio optimizations across the same 5-year periods rolling the last [--] years bitcoin cross-averages a recommended portfolio share of 8.1% per year. If only Sortino and Omega are considered (since these only penalize for downside vol) the cross-average recommended allocation becomes 8.4%"
X Link 2025-10-01T14:25Z 71.1K followers, [----] engagements

"Full report here: https://www.ark-invest.com/articles/analyst-research/measuring-bitcoins-risk-and-reward https://www.ark-invest.com/articles/analyst-research/measuring-bitcoins-risk-and-reward"
X Link 2025-10-01T14:25Z 71.1K followers, [----] engagements

"After brief periods below its short-term-holder (STH) cost basis at $111933 bitcoin was able to recover that level by end of quarter. This level is still the most proximate strong support at today's correction"
X Link 2025-10-10T17:53Z 71.1K followers, [---] engagements

"Supply density measures the percentage of total bitcoin supply that last movedin this case 15% away from market price. At the end of the third quarter supply density hit roughly 30% the highest level since October [----] and before that late 2020"
X Link 2025-10-10T17:53Z 71.1K followers, [--] engagements

"Historically bitcoin enters extreme irrational exuberance when its log AVIV reaches [---] or above. As of September [--] log AVIV was [----] [----] decimal points away from extreme exuberance"
X Link 2025-10-10T17:53Z 71.1K followers, [--] engagements

"During the last two halving cycles bitcoin topped roughly [---] daysor about [--] monthsafter its halving day. April [--] [----] was bitcoins most recent halving daynearly [--] months ago suggesting that bitcoins bull cycle is in a late stage at least cyclically"
X Link 2025-10-10T17:53Z 71.1K followers, [--] engagements

"The prospect of decreasing volatility over time is part of bitcoins value proposition. Another is its decreasing kurtosisa measurement of the most extreme price movements in a short time. High-kurtosis events have diminished over time averaging [---] events per year over the last six years. Bitcoin last saw catastrophic events in [----] a few months prior to the FTX collapse and in early [----] during the COVID crash"
X Link 2025-10-10T17:53Z 71.1K followers, [--] engagements

"For full report visit: https://www.ark-invest.com/crypto-reports/bitcoin-quarterly-q3-2025 https://www.ark-invest.com/crypto-reports/bitcoin-quarterly-q3-2025"
X Link 2025-10-10T17:53Z 71.1K followers, [----] engagements

"The Bitcoin Quarterly is out Bitcoin closed the year consolidating after a 36% correction. In this edition we assess what [----] may have in store for us. https://www.ark-invest.com/crypto-reports/bitcoin-quarterly-q4-2025 Interested in reading about bitcoin on-chain activity market dynamics ETFs DATs liquidity and more Check out our new "The Bitcoin Quarterly: Q4 2025" report from @dpuellARK https://t.co/PxaUt5PLET https://www.ark-invest.com/crypto-reports/bitcoin-quarterly-q4-2025 Interested in reading about bitcoin on-chain activity market dynamics ETFs DATs liquidity and more Check out our"
X Link 2026-01-16T23:23Z 70.8K followers, 104.5K engagements

"The Bitcoin Monthly for April is live. 1/ The 200w MA ($25900) and realized price ($19950) still appear as bitcoins most crucial levels of downside risk. https://ark-invest.com/crypto-reports/the-bitcoin-monthly-april-report/utm_source=twitter&utm_medium=social&utm_campaign=twitter_dpuellark https://ark-invest.com/crypto-reports/the-bitcoin-monthly-april-report/utm_source=twitter&utm_medium=social&utm_campaign=twitter_dpuellark"
X Link 2023-05-04T22:07Z 70.9K followers, 232.5K engagements

"Have to say @unchainedcom has invented the most aesthetically pleasing bitcoin metrics I've seen to date. Extremely useful as well. I hope the HODL collection keeps growing. H/T: @dhruvbansal and team"
X Link 2025-02-20T20:11Z 70.5K followers, 14.8K engagements

"As of this month ARK's Bitcoin Monthly will become The Bitcoin Quarterly This new report will feature more content and analysis of what we've seen in the bitcoin market lately. Full report here: https://www.ark-invest.com/crypto-reports/bitcoin-quarterly-q3-2025 https://x.com/ARKInvest/status/1976705380135977126 Our bitcoin report is backnow quarterly with fresh insights and new topics. Read our Q3 "The Bitcoin Quarterly" for insights on on-chain activity market dynamics ETFs DATs liquidity and more. https://t.co/YMYw2jgPIE https://www.ark-invest.com/crypto-reports/bitcoin-quarterly-q3-2025"
X Link 2025-10-10T17:52Z 71.1K followers, 43.3K engagements

"Public companies and ETFs now hold 12.2% of bitcoin's supply"
X Link 2025-10-10T17:53Z 71.1K followers, [----] engagements

"With inflation contained but labor weakening Fed policy is shifting augmenting deregulation and tax cuts and setting the stage for stronger productivity-led growth. Labor is weakening while inflation risks are fading shifting the Federal Reserves (Fed) focus to employment. Policy tailwinds and AI-driven capital expenditures (capex) could ignite a productivity boom positioning the economy for stronger growth ahead"
X Link 2025-10-10T17:53Z 71.1K followers, [----] engagements

"Although bitcoin lost its 200-day moving average and its short-term-holder cost basis it found strong support on its on-chain mean near $80000"
X Link 2026-01-16T23:23Z 70.8K followers, [---] engagements

"Bitcoin's volatility hit the lowest levels in history"
X Link 2026-01-16T23:23Z 70.8K followers, [---] engagements

"Long-term-holder realized losses as percentage of total losses spike in Q4 although yet not to levels confirming a sustained bearish environment"
X Link 2026-01-16T23:23Z 70.8K followers, [---] engagements

"Bitcoin's yearly gain/loss ratio went negative for the first since [----]. Something to keep an eye on in terms of [----] momentum"
X Link 2026-01-16T23:23Z 70.8K followers, [---] engagements

"Bitcoin found support on the US ETF cost basis. At the same time DATs profit ratio shows a clear reversion to the mean"
X Link 2026-01-16T23:24Z 70.8K followers, [---] engagements

"Long liquidations hit the top of a multi-year range suggesting speculators may have been punished "enough" with this recent correction"
X Link 2026-01-16T23:24Z 70.9K followers, [---] engagements

"On the macro side the US economy looks like a coiled spring: [--]. With US Consumer Sentiment this low we believe a last leg of a rolling recession can resolve to an upside supported by a low-interest-rate regime. [--]. With Truflation CPI below 2% we believe inflation pressure and supportive government policies are aligning to reignite economic growth. [--]. Gold's historic rise signals that risk assets may be positioned well in [----]. https://twitter.com/i/web/status/2012304867205763289 https://twitter.com/i/web/status/2012304867205763289"
X Link 2026-01-16T23:24Z 70.9K followers, [----] engagements

"For full report visit: https://www.ark-invest.com/crypto-reports/bitcoin-quarterly-q4-2025 https://www.ark-invest.com/crypto-reports/bitcoin-quarterly-q4-2025"
X Link 2026-01-16T23:24Z 70.8K followers, [----] engagements

"Bitcoin has been on average the best performing asset across the crypto industry on a YoY risk-adjusted basis. At the same time [----] was the year when bitcoin saw the shallowest average drawdowns in its history"
X Link 2026-01-21T22:18Z 70.9K followers, [----] engagements

"Compared to end of [----] ARK's market cap estimates for [----] have remained roughly the same except for two main contributors: [--]. Our gold [----] market cap estimates have increased by 37% suggesting higher impact on bitcoin's digital gold TAM and narrative in the foreseeable future. [--]. Our estimates on bitcoin penetration as safe haven across emerging markets have decreased by 80% since we believe stablecoins will take the highest share in crypto adoption in those regions. https://twitter.com/i/web/status/2014100322881315279 https://twitter.com/i/web/status/2014100322881315279"
X Link 2026-01-21T22:18Z 70.9K followers, [---] engagements

"The market for smart contract networks and pure-play digital currenciesthe latter which serve as stores of value mediums of exchange and units of account on public blockchainscould grow at an annual rate of 61% to $28 trillion in [----]. We believe bitcoin could account for 70% of the market the balance dominated by smart contract networks like Ethereum and Solana. https://twitter.com/i/web/status/2014100325980918242 https://twitter.com/i/web/status/2014100325980918242"
X Link 2026-01-21T22:18Z 70.9K followers, [----] engagements

"New #Bitcoin blog is now live What are the cycles of bitcoin's growth Are we on track with past cycles Full blog here: A thread below. https://x.com/ARKInvest/status/1857551151035465994 Bitcoins halving occurs roughly every four years often aligning with early bull markets. The April [--] halving brought volatility but performance aligns with past cycles fueling our optimism for the next [---] months. @dpuellARK explains in a new blog. https://t.co/w6OKdnmpz7 https://x.com/ARKInvest/status/1857551151035465994 Bitcoins halving occurs roughly every four years often aligning with early bull markets."
X Link 2024-11-15T22:39Z 70.8K followers, 300.2K engagements

"Bitcoin breaking 100k. About a month ago in our "Bitcoin Cycles" piece we flagged a potential price target range between 104k and 124k by year's end based on the averaged performance multiple of all years sampled (2011-2023) and all halving years respectively. The lower bound above has just been met. We look forward to what the rest of [----] as well as [----] have in store for Bitcoin. For full blog piece visit: https://www.ark-invest.com/articles/analyst-research/bitcoin-cycles-entering-2025 https://www.ark-invest.com/articles/analyst-research/bitcoin-cycles-entering-2025"
X Link 2024-12-05T03:48Z 70.8K followers, 287.5K engagements

"The highest single-day amount of coinblock destruction in the history of bitcoin: [---] million coinyears. [---] years of holding time value moved in a single day"
X Link 2025-07-05T01:07Z 70.8K followers, 256.1K engagements

"ARK Big Ideas [----] is live Thread on Bitcoin section starts here. Dont chase what was. Own whats next. Big Ideas [----]. Download now: https://t.co/Uw1o20VSMc Dont chase what was. Own whats next. Big Ideas [----]. Download now: https://t.co/Uw1o20VSMc"
X Link 2026-01-21T22:18Z 70.8K followers, 84.2K engagements

"We believe bitcoin is the convergence vector for multiple institutionalization trends: a macro back drop that aches for scarcity new ownership models via ETF and DAT vehicles bitcoin's mercurial risk-on and store-of-value qualities and a diminishing volatility over the long term. https://twitter.com/i/web/status/2021974277222744432 https://twitter.com/i/web/status/2021974277222744432"
X Link 2026-02-12T15:46Z 70.8K followers, [---] engagements

"We believe that in [----] bitcoin's demand outpaced its supply and its correction since October was mostly driven by exogenous factors such as the large liquidation event caused by a software glitch on October [--] fears of the bitcoin four-year cycle turning and negative sentiment around quantum computing. https://twitter.com/i/web/status/2021974279802257652 https://twitter.com/i/web/status/2021974279802257652"
X Link 2026-02-12T15:46Z 70.8K followers, [---] engagements

"Gold leads bitcoin follows In [----] and [----] an advance in the gold price led that in the bitcoin price. In early [----] during the COVID shock a rally in the gold price foreshadowed an increase in the bitcoin price after an explosion in fiscal and monetary liquidity. This gold-bitcoin pattern became pronounced in [----] and [----] as shown below. Does history rhyme https://twitter.com/i/web/status/2021974282918596656 https://twitter.com/i/web/status/2021974282918596656"
X Link 2026-02-12T15:46Z 70.8K followers, [---] engagements

"Cumulative ETF net flows offer another comparison of bitcoin to gold. Spot bitcoin ETFs accomplished in less than two years what took gold ETFs more than [--] years as shown in the chart below. In other words financial advisors institutions and retail investors seem to be more comfortable with bitcoins role as a store-of-value a diversifier and a new asset class. https://twitter.com/i/web/status/2021974285787488677 https://twitter.com/i/web/status/2021974285787488677"
X Link 2026-02-12T15:46Z 70.8K followers, [---] engagements

"The "worst" bitcoin investor over the last [--] years would still be at a profit. From [----] to [----] a hypothetical investorone who invested $1000 at the highest price every yearturned $6000 into $9660 by December [--] [----] and $8680 by January [--] 2026a 61% and 45% return respectively. Even with the recent correction in February this investment would be $7760 by February 8a 29% return. https://twitter.com/i/web/status/2021974288882913761 https://twitter.com/i/web/status/2021974288882913761"
X Link 2026-02-12T15:46Z 70.8K followers, [---] engagements

"We believe that for investors the most important questions to ask are not "should I invest" but "how much" and "through which vehicle.""
X Link 2026-02-12T15:46Z 70.8K followers, [---] engagements

"Im glad to announce that I will be doing crypto and on-chain research for @ARKInvest. Taking #Bitcoin on-chain analytics to the next level with the ARK Team is a dream come true. Excited for things to come"
X Link 2022-02-18T18:18Z 70.8K followers, [----] engagements

"YouTube link here: https://www.youtube.com/watchv=Ore4gAuaGqk&ab_channel=ARKInvest https://www.youtube.com/watchv=Ore4gAuaGqk&ab_channel=ARKInvest"
X Link 2022-12-29T18:27Z 70.8K followers, 860.9K engagements

"New blog co-authored with @MattMena from @21shares /@21shares_us is out A quick thread. https://www.ark-invest.com/articles/analyst-research/bitcoins-evolving-institutional-role Bitcoin is moving beyond the crypto fringe and in our view evolving into an institutional asset class. In a new blog @dpuellARK and @21shares_us's Matthew Mena outline four trends we believe are enhancing its value proposition. https://t.co/UGD46VRY3R https://www.ark-invest.com/articles/analyst-research/bitcoins-evolving-institutional-role Bitcoin is moving beyond the crypto fringe and in our view evolving into an"
X Link 2026-02-12T15:46Z 70.8K followers, 19.8K engagements

"Full blog here: https://www.ark-invest.com/articles/analyst-research/bitcoins-evolving-institutional-role https://www.ark-invest.com/articles/analyst-research/bitcoins-evolving-institutional-role"
X Link 2026-02-12T15:46Z 70.8K followers, 10.5K engagements

"New blog co-authored with @MattMena from @21shares /@21shares_us is out A quick thread. https://www.ark-invest.com/articles/analyst-research/bitcoins-evolving-institutional-role Bitcoin is moving beyond the crypto fringe and in our view evolving into an institutional asset class. In a new blog @dpuellARK and @21shares_us's Matthew Mena outline four trends we believe are enhancing its value proposition. https://t.co/UGD46VRY3R https://www.ark-invest.com/articles/analyst-research/bitcoins-evolving-institutional-role Bitcoin is moving beyond the crypto fringe and in our view evolving into an"
X Link 2026-02-12T15:46Z 70.8K followers, 19.8K engagements

"Bitcoin is moving beyond the crypto fringe and in our view evolving into an institutional asset class. In a new blog @dpuellARK and @21shares_us's Matthew Mena outline four trends we believe are enhancing its value proposition. http://ark-invest.com/articles/analyst-research/bitcoins-evolving-institutional-role http://ark-invest.com/articles/analyst-research/bitcoins-evolving-institutional-role"
X Link 2026-02-11T22:28Z 812.8K followers, 37.4K engagements

"Im glad to announce that I will be doing crypto and on-chain research for @ARKInvest. Taking #Bitcoin on-chain analytics to the next level with the ARK Team is a dream come true. Excited for things to come"
X Link 2022-02-18T18:18Z 70.8K followers, [----] engagements

"Heard this kid has come a long way. This DM was sent when his account was at less than 10k followers. Perfect example of how self-education and hard work (and good meme game) are highly-valued characteristics in the crypto meritocracy. @wclemente"
X Link 2021-11-02T19:22Z 70.8K followers, [----] engagements

"$BTC: I have the pleasure of introducing the most interesting top-detecting model I've seen for Bitcoin. This metric is a full @Checkmatey original. The lad was awesome enough to let me present it to you for the first time. 1/ Meet "terminal price" (red below)"
X Link 2021-11-05T22:19Z 70.8K followers, [----] engagements

"Mexico's third richest man owner of a media conglomerate a bank with the ear of the Mexican President just disclosed his 10% BTC position shilling @saifedean's "The Bitcoin Standard" in the process. "Bitcoin protects the common citizen against government expropriation." Hoy les recomiendo EL PATRN BITCOIN este libro es el mejor y ms importante para entender #Bitcoin. El Bitcoin protege al ciudadano de la expropiacin gubernamental. Muchas personas me preguntan si tengo bitcoins S. Tengo el 10% de mi portafolio lquido invertido en el πŸ˜ŒπŸ’΅ https://t.co/6LtFVCXvuA Hoy les recomiendo EL PATRN"
X Link 2020-11-18T01:58Z 70.8K followers, [----] engagements

"Hoy les recomiendo EL PATRN BITCOIN este libro es el mejor y ms importante para entender #Bitcoin. El Bitcoin protege al ciudadano de la expropiacin gubernamental. Muchas personas me preguntan si tengo bitcoins S. Tengo el 10% de mi portafolio lquido invertido en el πŸ˜ŒπŸ’΅"
X Link 2020-11-17T23:58Z 2.2M followers, [----] engagements

"The total value transacted in USD on the #Bitcoin network just passed the [---] trillion mark"
X Link 2022-08-24T16:51Z 70.8K followers, [----] engagements

"Our analysis suggests that #Bitcoin proportional to supply held by long-term holders (LTH) is at its most deflationary in history. 1/ Introducing LTH Market Inflation/Deflation Ratio created in collaboration with @Checkmatey (Glassnode)"
X Link 2022-03-15T14:37Z 70.8K followers, [----] engagements

"$BTC: I adjusted @wclemente's supply shock ratio for total circulating supply. Gives an oscillating behavior. Looks healthy today"
X Link 2021-10-21T17:38Z 70.8K followers, [----] engagements

"Culturally if I had to pick an exact date when #Bitcoin went mainstream it would be today. One of the most disruptive figures in 21st-Centory history declared his skin in the game in one of its most disruptive technologies"
X Link 2021-02-09T00:17Z 70.8K followers, [---] engagements

"There's few candles in the history of #Bitcoin that are worthy of a name of their own. You know like chess openings. We shall name this "Elon's Candle.""
X Link 2021-01-29T09:02Z 70.8K followers, [---] engagements

"BTC/S&P500 Ratio. You don't see this that often"
X Link 2025-04-04T17:44Z 70.8K followers, 69.6K engagements

"#BTC: That's a massive spike in open interest today combined with still positive derivatives premium. Neither premium nor OI seem yet wiped. This spike is not CME as it seems to be Binance"
X Link 2021-11-10T21:44Z 70.8K followers, [---] engagements

"The Bitfinex hack seizure is in my view a great example of how on-chain transparency provided useful information to the public domain about a week ago. 1/ On January 31st several on-chain metrics spiked in a seemingly atypical fashion:"
X Link 2022-02-08T18:21Z 70.8K followers, [---] engagements

"Historically whenever price surpasses terminal price a top can be detected yet it usually it goes above it by 20% to 60%. Assuming bullish momentum is still in effect a rounded median of this range would aim for a top at $112.4k USD. That or the top has already been given"
X Link 2021-11-05T22:19Z 70.8K followers, [---] engagements

"$BTC: About to battle magnificents foes the monthly and quartely resistances at $13800-$13900. Fight might be bloody and tiresome but once we claim victory lads by all means all bets are off"
X Link 2019-06-25T06:36Z 70.8K followers, [---] engagements

"$BTC: 1/ BAD NEWS: We haven't bottomed yet. GOOD NEWS: The bottom is not that far away. Thread"
X Link 2018-11-27T01:58Z 70.8K followers, [---] engagements

"$BTC: You heard all the bullish narratives so let me give you the few bearish ones: [--]. Whales are supressing price to position from lower. [--]. Whales are profit-taking with the hopes of positioning from lower. So yeah even bearish narratives are bullish narratives now"
X Link 2020-12-05T00:37Z 70.8K followers, [---] engagements

"$BTC: Introducing Delta Capitalization and MVDV Ratio: an experimental valuation model for catching Bitcoin tops bottoms and cycle lengths. Shoutout to @willywoo for the pretty charts and the awesome collab. https://medium.com/@kenoshaking/bitcoin-delta-capitalization-1d51a7b256b4 https://medium.com/@kenoshaking/bitcoin-delta-capitalization-1d51a7b256b4"
X Link 2019-02-15T00:07Z 70.8K followers, [---] engagements

"$BTC: 200-day MA on test right now"
X Link 2021-05-19T06:29Z 70.8K followers, [---] engagements

"1/ As both utter self-shill and major thank-you to all the people who have inspired or co-authored my work this is a retrospective of the metrics I've created or co-created since [----] used in the industry todayand the story they tell"
X Link 2021-11-03T02:00Z 70.8K followers, [---] engagements

"$BTC: Apparently there's fear in this market. Consider me shocked"
X Link 2021-05-16T21:46Z 70.8K followers, [---] engagements

"#Bitcoin's public skepticism by reputable sources peaked in [----]. Despite higher prices [----] stood at a 62% reduction in skepticism compared to that [----] all-time high. Either skeptics are less in number or less willing to stake their reputation in being wrong about Bitcoin"
X Link 2022-01-05T01:43Z 70.8K followers, [---] engagements

"$BTC: Introducing @coinmetrics' brand new transaction volume estimates. (Shoutout to @nic_carter @khannib and @panekkkk for the data.) A thread on why it is so beautiful at least from an analyst's perspective. 1/ Velocitya.k.a. inverse NVT ratio (7-day median smooth):"
X Link 2019-04-02T23:21Z 70.8K followers, [---] engagements

"$BTC: Grayscale added 30k BTC to its trust just this week. That equals about one month of new issuance. So for the week $GBTC's demand side is 4x the potential supply side of all natural sellers in the #Bitcoin market. H/T: @Travis_Kling"
X Link 2021-01-23T00:11Z 70.8K followers, [---] engagements

"$BTC: Getting reports that the most awesomely-named indicator just gave its fifth buy signal in BTC history. Looking good yes but remember that Puell Multiple reacts to hash rate movements too and hash rate follows price not the other way around"
X Link 2021-06-28T15:41Z 70.8K followers, [---] engagements

"$BTC: Officially a +50% correction. First one in more than a year"
X Link 2021-05-19T12:58Z 70.8K followers, [---] engagements

"$BTC: Little something for ya. [--]. A reminder of how beautiful the 200-day and 200-week moving averages are. [--]. Bitcoin's 200-day median which just flipped to bullish and should serve as support in the next few months (currently at 4k)"
X Link 2019-04-06T07:16Z 70.8K followers, [---] engagements

"$BTC: NVT Signal with brand new @coinmetrics transaction volume data. Tells a much clearer picture of the current state of affairs. Loving it. @willywoo @MustStopMurad and I have more on this later"
X Link 2019-04-04T21:52Z 70.8K followers, [---] engagements

"$BTC: Updated dormancy flow which I don't recall seeing live. Hasn't crossed its bull/bear threshold. IMO this is not bearish since the current primary trend is quite obvious. It instead makes me wonder: how much higher does price has to go to get this anywhere near overbought"
X Link 2021-01-06T01:56Z 70.8K followers, [---] engagements

"If you are new #Bitcoin investor make sure to prepare your psyche to the hash wars the PlusTokens the COVIDs the Elon tweets the BlockFi botched giveaways of this world. Only way to survive not sell bottoms and live healthier over the long term. Always assume a swan"
X Link 2021-05-19T08:28Z 70.8K followers, [---] engagements

"Ive always loved this Brandt chart. Makes you feel like a pale blue dot in a time axis"
X Link 2022-02-04T03:44Z 70.8K followers, [---] engagements

"For the newbs or the shitcoiners the essence of Bitcoin in a simple graph. (Based on @pierre_rochard.)"
X Link 2018-09-14T18:10Z 70.8K followers, [---] engagements

"Life of the on-chain analyst in two acts. @wclemente"
X Link 2021-08-23T19:17Z 70.8K followers, [---] engagements

"$BTC: Another update on one of my favorite indicators. MVRV Z-Score is basically MVRV ratio adjusted for volatility. It now makes its debut in log view"
X Link 2019-03-11T02:15Z 70.8K followers, [---] engagements

"$BTC: Is this number right"
X Link 2021-01-18T23:22Z 70.8K followers, [---] engagements

"$BTC: Liveliness cycles composed of: [--]. A Great Flatline each longer than the previous. Occurs in bear-bull phases of low profit-taking. [--]. A 25%-30% increase that usually occurs in little over a year. Occurs from new ATHs into full irrational exuberance"
X Link 2022-01-03T08:50Z 70.8K followers, [---] engagements

"$BTC: Let your mind contemplate the market scenario that would absolutely destroy the most people. How about from here a dead-cat-bull-trap to $8100 and then dump to $4300 followed by months of boring boring sideways "The Rekening.""
X Link 2018-10-18T01:34Z 70.8K followers, [---] engagements

"ARK's Big ideas [----] is out and our bitcoin [----] price targets have been updated We believe that bitcoin will benefit from six main TAMs over the rest of this decade: Primary [--]. Institutional investment sourcing directly from a growing global market portfolio. [--]. Digital gold as a nimbler store-of-value competitor to its physical counterpart. [--]. Emerging market safe haven as an asset allowing safeguards against inflation and devaluation for people in developing nations. Secondary [--]. Nation-state treasuries as bitcoin strategic reserve narratives emerge globally. [--]. Corporate treasuries as"
X Link 2025-02-05T17:27Z 70.8K followers, 185.9K engagements

"Say hello to tomorrow. Big Ideas [----] is here to share ARK's insights on the technologies shaping the future. Download now: http://ark-invest.com/big-ideas-2025 http://ark-invest.com/big-ideas-2025"
X Link 2025-02-04T13:02Z 812.8K followers, 2.6M engagements

"$BTC: Few experiments with @glassnode's liquidity-supply metrics that were recently published shown below (as of Jan. 3). 1/ A brief thread"
X Link 2021-01-05T12:03Z 70.8K followers, [---] engagements

"Hypothesis: By tracking #Bitcoin YoY supply change Asia vs. the US might one determine the world region that rules price action When all this FTX fiasco calms down I'm going to keep an eye on Asia"
X Link 2022-11-23T07:50Z 70.8K followers, [---] engagements

"$BTC: Even better that watching the rip it's watching it without fucking S&P with it. Fly baby girl be your own thing. Like the wind"
X Link 2020-10-21T05:09Z 70.8K followers, [---] engagements

"Two more confirmations to look for and we gucci: [--]. SOPR chops and stabilizes above [--]. [--]. SOPR retests [--] on a price dump and that serves as local bottom. SOPR looks bullish for [--] reasons: - Double Bottom - Bull Div - Back [--] (BTC market is no longer selling at a loss) https://t.co/glitEBh8ES SOPR looks bullish for [--] reasons: - Double Bottom - Bull Div - Back [--] (BTC market is no longer selling at a loss) https://t.co/glitEBh8ES"
X Link 2021-06-10T15:17Z 70.8K followers, [---] engagements

"SOPR looks bullish for [--] reasons: - Double Bottom - Bull Div - Back [--] (BTC market is no longer selling at a loss)"
X Link 2021-06-10T11:44Z 797.1K followers, [---] engagements

"Earthquakes are unpredictable but whoever coded our simulation should fix a bug: Mexico City was hit in [----] and [----] by its most devastating quakes on guess when: September 19th. In fact there was a city-wide anniversary simulacrum an hour before today's quake hit the city"
X Link 2022-09-19T18:56Z 70.8K followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

creator/x::dpuellARK
/creator/x::dpuellARK