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André Dragosch, PhD | Bitcoin & Macro
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If you’re a #
bitcoin
whale (holdings > 1,000 BTC), I would like to know why you’re selling right now.
(Yes - whales have started disrupting some of their holdings)
#BTC
Disclaimer: Includes third-party opinions. No financial advice. May include sponsored content.
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André Dragosch, PhD | Bitcoin & Macro
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NOTE: These positive net inflows into global #bitcoin ETPs are one of the indicators that signal a return in global risk appetite. Our Cryptoasset Sentiment Index has also increased to the highest level since May 2025 and clearly signals a bullish sentiment again.
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GM ☕️ Global #bitcoin ETPs have absorbed around +20,763 BTC over the past 5 trading days alone. This is equivalent to *checks notes* 12.6% of annual new supply. In a SINGLE WEEK. Have a great day!
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Remember: All short sellers are potential future buyers. (When they are forced to cover.) Patience.
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🚨JUST IN: Year-to-date flows into global #bitcoin ETPs have just hit a new high! In 2025, +14.3 bn USD have flown into global bitcoin ETPs so far. What is more is that there is an interesting disconnect between flows and prices at the moment. Opportunity?
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🚨 Think #Bitcoin was conjured out of thin air? Think again. It’s the climax of decades-long innovation - and these top 10 quotes from my new book will change everything you thought you knew. 🧵👇 (bookmark this thread to revisit these insights anytime)
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