André Dragosch, PhD | Bitcoin & Macro
European Head of Research @ Bitwise - #Bitcoin - Macro - PhD in Financial History - Not investment advice - Views strictly mine - Beware of impersonators
0 Following
2.8K+ Followers
527 Liked
47 Shared
Remember when foreign investors used Mag7 stocks to park Dollars because TINA?
That seems to be changing…
That seems to be changing…
What a difference a week makes.
"Bitcoin Outpaces Stocks in Biggest Gain Since Election." via @TheTerminal
"Bitcoin Outpaces Stocks in Biggest Gain Since Election." via @TheTerminal
GM from Europe ☕️
Over the past 5 trading days, US spot Bitcoin ETFs bought
*checks notes*
29,217 BTC.
That's 13x times the amount of new supply.
Over the past 5 trading days, US spot Bitcoin ETFs bought
*checks notes*
29,217 BTC.
That's 13x times the amount of new supply.
GM from Vienna! ☕️💻
Great to see very positive net inflows into Bitcoin ETFs again --
In fact, they have become "the marginal buyer" in Bitcoin since Jan 2024.
The can actually determine whether you see negative or positive net buying volumes on BTC spot exchanges.
In fact, they have become "the marginal buyer" in Bitcoin since Jan 2024.
The can actually determine whether you see negative or positive net buying volumes on BTC spot exchanges.
I hate to break it to you but if you're really trading on Trump tariff headlines only right now you're NGMI.
@crossbordercap 's Michael Howell on global liquidity:
"It edged up to US$176.2 tr last week - a new record high."
"It edged up to US$176.2 tr last week - a new record high."
Whole Bitcoin Twitter:
"Bitcoin is finally decoupling from US equities. This is unprecedented and really bullish. Bitcoin is gradually maturing into a safe-haven asset."
Meanwhile JPM:
"Bitcoin is finally decoupling from US equities. This is unprecedented and really bullish. Bitcoin is gradually maturing into a safe-haven asset."
Meanwhile JPM:
Don't know who needs to hear this but Bitcoin is now the 5th biggest single asset in the world.
Becoming harder and harder for asset managers to ignore.
Becoming harder and harder for asset managers to ignore.
Wild to think that Bitcoin is dodging a likely US recession with only a -30% max drawdown so far.
During the Covid recession in 2020, Bitcoin retraced -75% peak to trough.
Bitcoin is maturing.
During the Covid recession in 2020, Bitcoin retraced -75% peak to trough.
Bitcoin is maturing.
GM from Europe.
Shorts are getting squeezed. 🍋
$23.8 million over the past 24 hrs - highest since the cycle lows in early April.
But generally not that high compared to earlier periods (like in November 2024).
Shorts are getting squeezed. 🍋
$23.8 million over the past 24 hrs - highest since the cycle lows in early April.
But generally not that high compared to earlier periods (like in November 2024).
Looks like Gold is pretty much overvalued right now.
*ducks / mutes replies*
*ducks / mutes replies*
And Bitcoin is already rallying.
Imagine what will happen if financial conditions actually start loosening again?
Imagine what will happen if financial conditions actually start loosening again?
Login to explore more contents
Explore the latest crypto news
⚡️ Be a part of the latests discussions in crypto
💬 Interact with your favorite creators
👍 Enjoy content that interests you
Email / Phone number
Trending Topics
BinanceAlphaPoints
1.9M views
3,601 Discussing
#BinanceAlphaPoints
Hidden secrets of Alpha Points on Binance that few know
Do you have accumulated Alpha Points but don't know how to make the most of them? Discover these curious facts that will make you see them in a different light 👀
📌 1. Not just for expert traders
You earn points simply by learning: watching tutorials, completing courses, or answering surveys also adds up. Knowledge that pays off! 🎓
📌 2. The secret combo trick
By completing several consecutive missions, Binance may reward you with extra bonuses. Just like leveling up in a game! 🕹️
📌 3. They expire like coupons
Don't hold onto them for too long. Some Alpha Points have an expiration date, so check yours soon. ⏰
📌 4. Customized missions
Binance tailors the challenges according to your level: basic courses for new users, advanced trading challenges for experts. Everyone has their own adventure! 🧭
📌 5. Gateway to VIP benefits
It is said that the best accumulators could gain access to exclusive advantages: early access to tokens, discounts on fees, or even special NFTs. Ready for the VIP club? ✨
👉 How many of these secrets did you already know? Tell me in the comments how many Alpha Points you have and if you've redeemed anything interesting ⬇️ .
#BinanceAlphaPoints
Swallow Million
7 Likes
2.2k views
TariffPause
4.4M views
6,008 Discussing
BinanceHODLerSIGN
4.2M views
5,366 Discussing
