Accueil
Notification
Profil
Articles populaires
Les actus
Favoris et mentions J’aime
Historique
Centre pour créateur
Paramètres
André Dragosch, PhD | Bitcoin & Macro
--
Suivre
GM ☕️
Looking forward to this keynote today:
Avertissement : comprend des opinions de tiers. Il ne s’agit pas d’un conseil financier. Peut inclure du contenu sponsorisé.
Consultez les CG.
2.7k
0
Découvrez les dernières actus sur les cryptos
⚡️ Prenez part aux dernières discussions sur les cryptos
💬 Interagissez avec vos créateur(trice)s préféré(e)s
👍 Profitez du contenu qui vous intéresse
Adresse e-mail/Nº de téléphone
Inscription
Connexion
Créateur pertinent
André Dragosch, PhD | Bitcoin & Macro
@Andre_Dragosch
Suivre
Découvrez-en plus sur le créateur
Thanks to @Matyas44Cook, @kucharmartin_ and the whole crew at @BTCPrague for having me on stage! Really grateful to be part of this community! 🙏 @BitcoinErrorLog @francispouliot_ @stephanlivera @giacomozucco
--
@JulienBittelCFA has been posting interesting charts lately. High-frequency indicators like raw industrial commodity prices, copper/gold etc have actually confirmed this revival in long leading indicators as well.
--
FWIW -- I personally think that the bullish thesis for #bitcoin is still very much intact: - Structural bid by corporations & ETPs - Pervasive demand overhang / supply deficit - Declining on-exchange balances - Macro turning extremely bullish (USD, Liquidity...) BUT...
--
Think one of the key reasons why #bitcoin & other assets defy going much lower during risk off is related to BTCTCs providing a constant floor but also related to the fact that global (excess) liquidity keeps grinding higher! This bull market has long legs. Rising tide.
--
The Dollar tends to be a function of relative yield differentials & equity performances of the US vis-à-vis the G10 countries. This explains most of the trend. Deviations from that trend (residual) can generally be explained by overall uncertainty (e.g. VIX). However, ...
--
Dernières actualités
Trump Advocates for Rate Cuts and Trade Tariff Notifications
--
U.S. President Trump Comments on Cryptocurrency Industry
--
Cel AI to Raise £7.5 Million for Bitcoin Treasury Strategy
--
Trump Discusses Flexibility in Tariff Agreement Deadline
--
Ethereum(ETH) Drops Below 2,400 USDT with a 1.20% Decrease in 24 Hours
--
Voir plus
Plan du site
Préférences en matière de cookies
CGU de la plateforme