quantdata21

The Altcoin DAT thesis THREAD 🧵 DAT= Digital Asset Treasury (company/stock)

$WGMI vs global liquidity

"AI agents will change the world for the better" AI agents:

The last major bitcoin low VWAP provides support for the next major low - from 2015 to 2018 to 2022 to 2026.

Too much emphasis being placed on late 2022 comparisons (see 2017 and 2020 below). Bitcoin bounces along cost of production (white line), and only goes parabolic once U.S ISM PMI reaches around 55. Btc dominance is rising/flat up until this point. Look at what happens to it after... *Notice the length of time - this cycle is exactly twice as long. **You can add bond yields, or copper/gold, or 15-20 other data points. But that would make the chart impossible to read.

Yes. No macro expansion has led people to give up. It's been a cycle within a cycle, but not THE cycle. Atleast not yet...

Where is the market right now in comparison?

I'll be posting 90%+ about stocks from here, with the rest about btc/crypto. If that doesn't align with what you want or you are a snowflake, feel free to unfollow. If this a bottom signal, you're welcome.

You should have bought bitcoin under 70k. Months to accumulate instead of listening to bear flag larpers.

$MSTR Strategy is trying to break above the weekly Supertrend. The last 3 times (from the red supertrend line/level) pumped: 840% 150% 639%

The macro is accelerating. Earnings are accelerating. Stocks are accelerating. Bitcoin and crypto will accelerate. Business cycle disbelievers are about to be rug pulled.

Google trends searches for the following Thread 🧵 1. Bitcoin is dead 2. Oil price 3. Inflation 4. Hyperinflation 5. WW3 6. Bear market 7. Financial crisis 8. Private credit 9. AI replace jobs 1. Bitcoin is dead

Oil is breaking down

Essentially bottom posted, just 12 hours after S&P500 futures made Pico lows on 31st march. $WGMI almost up 50% since.

Gold looks like it is breaking down vs Bitcoin

People are a lot more bearish now, compared to the bottom last year. Bitcoin funding rates have been on and off negative for 2 months.

Monthly bollinger bands haven't been this tight on $CLSK since 2018. Volatility compression leads to expansion.

$SBET trying to break out. Maybe it believes Ethereum will go higher🤔