Jamesvanst

Age 2.1 Yıl

Peak Tier 0

No content yet

So private credit is being zeroed out at BlackRock and redemptions are being stopped.
Gold is being offered at a discount to spot in Dubai.
If only there was a fully liquid, sell at spot price, 24/7 alternative.

Reward
like
Comment
Repost
Share

Jamesvanst

20h ago

The UK 3-month gilt yield is pricing in a rate hike

1 Likes

Reward
1
Comment
Repost
Share

Jamesvanst

22h ago

What’s $1B per day between friends?
The West is bankrupt = Tax increases, energy costs up, more currency debasement.

Reward
like
Comment
Repost
Share

Jamesvanst

03-05 23:24

So STRC has an estimated purchase of 3,276 BTC this week (3,150 BTC is the weekly mined supply).
Saylor raised $225M on an 11.5% dividend, with an annual cost of obligation of $26M.
MSTR can run this for 30 months without needing to increase the USD reserve.
GTFOOH 📱

BTC-3,64%

2 Likes

Reward
2
Comment
Repost
Share

Jamesvanst

03-05 20:52

Just to put into perspective how low the floating supply is between $70,000 and $80,000
Saylor has only ever bought twice in this range.
Churn here is needed

2 Likes

Reward
2
Comment
Repost
Share

Jamesvanst

03-05 18:34

Market should probably start to price in rate hikes if oil stays above $80 with a re-accelerating US economy

2 Likes

Reward
2
Comment
Repost
Share

Jamesvanst

03-05 18:29

Market should probably start to price in rate hikes

2 Likes

Reward
2
Comment
Repost
Share

Jamesvanst

03-05 14:55

Bitcoin is starting to decouple from software. Uncorrelated asset to anything is the goal.
Software doomers in shambles, already 15% off the lows.

BTC-3,64%

2 Likes

Reward
2
Comment
Repost
Share

Jamesvanst

03-05 11:16

Once the short-term quantum solution with BIP360 reaches consensus.
The next debate will be around Bitcoin's fungibility and privacy.
Which just means Bitcoin is reaching the next level of its adoption curve.

BTC-3,64%

Reward
like
Comment
Repost
Share

Jamesvanst

03-04 22:07

A bottoming process for BTC is starting to form via IV.
Previous market lows have coincided with spikes in IV, and the broader structure shows IV trending lower over time, meaning each panic event is weaker. (More institutional).
If IV continues to drop while price holds or even sweeps back in the $60ks, it would show demand stepping in without panic.
It would be a typical sign of accumulation and we have already seen signs of s short squeeze with funding still negative.

BTC-3,64%

Reward
like
Comment
Repost
Share

Jamesvanst

03-04 17:19

Bitcoin bottomed on the same day as MSTR's Q4 earnings call.
The market was pricing in bankruptcy on $8B in unrealised losses.

BTC-3,64%

1 Likes

Reward
1
Comment
Repost
Share

Jamesvanst

03-04 13:50

Remember this chart?
Just to fill in the blank:
60 days after the Yen carry unwind
BTC 21%
Gold: 9%
SPX: 3%
Bitcoin outperforming again on this geopolitical event

BTC-3,64%

Reward
like
Comment
Repost
Share

Jamesvanst

03-04 10:28

MSTR's 200-week moving average is at $148.
The stock is set to open at $142.
It tested the 200WMA three times in 2022 over a 5-month period before decisively breaking through it.
I think a similar pattern will play out, could be shorter.

1 Likes

Reward
1
Comment
Repost
Share

Jamesvanst

03-04 09:42

Pre-Market:
Q: -0.07%
IBIT: 4.96%
The levered Q narrative is utter nonsense

1 Likes

Reward
1
Comment
Repost
Share

Jamesvanst

03-03 20:02

Major index performance since futures opened on Sunday.
Getting flashbacks of bitcoin’s strength on Liberation Day last year.

BTC-3,64%

1 Likes

Reward
1
1
Repost
Share

Blockwise

useful information

Jamesvanst

03-03 09:37

I thought these were safe havens?

Reward
like
Comment
Repost
Share

Jamesvanst

03-02 21:17

Oil is down since Iran "officially closed the Strait of Hormouz" and got rejected below the 200WMA
Bitcoin search trend in Iran sky rocketed over the past 48 hours.

BTC-3,64%