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André Dragosch, PhD | Bitcoin & Macro
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André Dragosch, PhD | Bitcoin & Macro
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🚨ATTENTION: This is probably the most important macro chart for #bitcoin right now. Bitcoin's 60-day correlation to US 10yr Treasury Futures has declined to the lowest level ON RECORD. Are traditional investors selling US Treasuries to buy bitcoin?
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Hmmm.... @arkham claims that MSTR only holds ~454k BTC while reported holdings by @MicroStrategy are ~580k BTC... Arkham claims that they have identified around 97% of all MSTR holdings already...
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Market regime shift
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Stack Sats and Bitcoin books 📕
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Forget the GME announcement. This was by far the bigger news today. Approximately $8.9 trillion are managed in 401k plans in the US. Bitcoin demand shock incoming. 🔥
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