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André Dragosch, PhD | Bitcoin & Macro
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CPI below expectations wasn’t unexpected if you have been following @truflation.
IYKYK
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André Dragosch, PhD | Bitcoin & Macro
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*** NOTE: In 2025, public corporations already bought *checks notes* 3.3 x times the amount of new supply in 2025. Already exceeds the est. annual supply of 164,250 BTC.
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*** NOTE: In 2025, public corporations already bought *checks notes* 3.3 x times the amount of new supply in 2025. Already exceeds the est. annual supply of 164,250 BTC.
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💥BOOM: Biggest bitcoin exchange outflow from Coinbase in 2025 just happened! 9,739 BTC just left Coinbase - highest net outflow year-to-date. Institutional appetite for bitcoin is accelerating. 🔥
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Long Gold „most crowded trade“ according to BofA‘s latest fund manager survey.
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My current timeline almost every day: „Company X raised Y million $ to buy more bitcoin.“ Probably nothing.
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