Jamesvanst

Age 2.1 Yıl

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Jamesvanst

1h ago

Biggest spread since 2013 between Brent and WTI Crude
In other words, Europe are going bankrupt.

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Jamesvanst

2h ago

Biggest spread since 2013 between Brent and Crude
In other words, Europe are going bankrupt.

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Jamesvanst

13h ago

A stronger dollar environment in which we are heading, is a net negative for gold and slightly favours bitcoin.
Gold = China
US = Bitcoin

BTC-3,91%

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Jamesvanst

13h ago

The two things bloating up my timeline is the fear and previous cycle fractals showing 40k.

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Jamesvanst

03-17 20:24

MSTR just closed above the 200WMA for the first time since February.
Between May and July 2022 it never closed above the 200WMA.

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Jamesvanst

03-17 18:45

The market is so heavily hedged with fear right now that the $20,000 put is the largest option position going into quarterly expiry.
Makes me think Bitcoin just goes higher, after expiry

BTC-3,91%

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Jamesvanst

03-17 14:09

Remember the insolvency, liquidation stories and the billions in unrealized losses coming out against MSTR.
Good times.

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Jamesvanst

03-17 10:37

Gold has been following the Shanghai composite
Bitcoin has been going up with the dollar since the war in the Middle East started along with Circle (Stablecoins)
BTC + Stablecoins = U.S
Gold = China

BTC-3,91%

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Jamesvanst

03-17 08:47

The new relationship forming is Bitcoin and stablecoins (CRCL) going up with the DXY.
Meanwhile, gold and the Shanghai Composite are in lockstep, trending down.
BTC = U.S.
Gold = China

BTC-3,91%

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Jamesvanst

03-16 14:53

BTC is now up 8 consecutive days in a row (only 15 times it has done this before).
One of those times was in 2022, March 22-29.
BTC then fell 60% over the next 80 days.

BTC-3,91%

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Jamesvanst

03-16 13:15

It took $STRC 8 trading days to get back to $100 (par) in February.
Trading day 2 opens at $99.90.

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Jamesvanst

03-16 12:31

Last week was a glimpse of what Strategy wants to achieve long-term.
$STRC was the leading Bitcoin accumulator ($1.2B).
The common stock ATM will be used more opportunistically.
The company will need to let the common stock run more freely.
While it is more accretive to use the STRC ATM.

BTC-3,91%

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Jamesvanst

03-15 17:14

Last week's price action was fascinating.
IBIT and IGV were correlated on Monday, but by Tuesday they lost complete correlation for the rest of the week.
As the week progressed, IBIT continued to appreciate while everything else sold off.
Something to keep an eye on.

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Jamesvanst

03-15 06:25

Saylor will be announcing a top 5 bitcoin purchase on Monday, which was achieved in a bear market.
>22,305 BTC
For third place, its greater than 29,647 BTC

BTC-3,91%

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Jamesvanst

03-14 18:27

The two main indicators for Bitcoin here are the realized price ($54,380) and the 200WMA ($58,786).
The realized price crossed below the 200WMA back in December, and it has now been three months.
This signals deep market capitulation, which has historically appeared near major bear market bottoms.
In 2022, the crossover first appeared in June, and Bitcoin fell straight through both the realized price and the 200WMA. This time, it used the 200WMA as support.
In bear markets, Bitcoin has more often used the 200WMA as support, as seen in 2015 and 2019, and it only briefly went below it during COV

BTC-3,91%

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Jamesvanst

03-13 18:27

Another day of Bitcoin outperformance, even without the $STRC bid.
Bonds continue to be dead money.

BTC-3,91%

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Jamesvanst

03-13 13:17

If you think that the Bitcoin/gold ratio has bottomed, with a 70% drawdown this cycle vs 76% in 2022.
Then we aren't in May/June 2022, as that ratio bottomed in November 2022.
To me, it looks more like February 2019.

BTC-3,91%