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March 2026 - Future [part journal ; part proof for goldfish/warthog memories]
#1 Squeezing shorts all the way back to all time highs for S&P500 ✅
nitter.cf/bitcoindata21/status/2…
In order to buy these stocks, it was a question of selling the AI/bitcoin miner stocks. The chart below shows the relative value between the two groups - this made it easier to shift over, and it has paid of in the short term already.
*The chart is not up to date, but it is shared regularly in discord
They removed Coinbase app store ranking because its too powerful.
Not the first thing to "disappear", won't be the last. Every 6-12 months.
A few weeks ago a data service I subscribed to starting jumbling up all their numbers received through API. This is a service provided by a market leading company worth $50-100 billion, so probably not a coincidence.
44% of altcoins have negative funding rates (using 7 day moving average).
As per my data source, that is the highest % since july 2022.
In other words, people haven't been this bearish on altcoins in nearly 4.5 years.
The altcoin DAT thesis is still alive and well. Thread incoming this weekend. After that, not much to say; just to wait and let it play out.









