quantdata21 (@quantdata21) header
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Investor. Data analyst. Journaling the process. Member of no cults. Contrarian by nature. Shit poster.

Joined November 2022
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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…
Squeezing shorts? S&P500 up 10% in 10 trading days.Not finished yet, even if short term frothy🤝
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quantdata21 retweeted
The Altcoin DAT thesis THREAD 🧵 DAT= Digital Asset Treasury (company/stock)
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quantdata21 retweeted
$WGMI vs global liquidity
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quantdata21 retweeted
"AI agents will change the world for the better" AI agents:
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The Altcoin DAT thesis THREAD 🧵 DAT= Digital Asset Treasury (company/stock)
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In order to buy these stocks, it was a question of selling the AI/bitcoin miner stocks. The chart below shows the relative value between the two groups - this made it easier to shift over, and it has paid of in the short term already. *The chart is not up to date, but it is shared regularly in discord
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If you want regular updates, the link is in the bio. Next time I talk about these stocks will likely be a conclusion on how it played out. Good luck to all.
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"AI agents will change the world for the better" AI agents:
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$WGMI vs global liquidity
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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.
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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 $50-100 billion, so probably not a coincidence.
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Retail is only allowed so much alpha, and if it becomes mainstream, it usually gets shut down eventually.
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$MARA and $BTBT HODL worth more than their market caps.
$MARA bitcoin HODL is 100% of its market cap
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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.
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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.
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U.S 10 year yield
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Probably a good sign that all the clown larpers are posting the exact same thing now. Not a single original thought between them. The round table of NPCs.
"The West can not pump, until the East has finished its dump" - Quant Data 21
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