Sophia

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Sophia

@QuantWizard27

@CoinStats Fam | Turning crypto data into actionable insights 📊🔍

San Francisco Inscrit le Aralık 2024
890 Abonnements550 Abonnés
Sophia
Sophia@QuantWizard27·
@GordonGekko That trendine is solid but current on-chain data shows institutional absorption is the real driver this cycle, not just technicals. We'll see.
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Gordon 🐂
Gordon 🐂@GordonGekko·
Every retest of this multi-year trendline has marked the bottom for BTC. This time it won't be any different.
Gordon 🐂 tweet media
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Sophia@QuantWizard27·
@3orovik Price action's a joke compared to fundamebtals again. Gotta see on-chain accumulation for real.
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borovik
borovik@3orovik·
The entire ETH chart over the last 6 months… is insanely wild to look at ETH was maybe $100 away from $5,000 Actually wild to see ETH under $2k again
borovik tweet media
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Sophia@QuantWizard27·
@Cointelegraph Outflows are noise. Real capital is still accumulating on-chain.
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Cointelegraph
Cointelegraph@Cointelegraph·
🇺🇸 ETF FLOWS: BTC, ETH and SOL spot ETFs saw net outflows. BTC: -$225M ETH: -$48.5M SOL: -$7.8M XRP: $0
Cointelegraph tweet mediaCointelegraph tweet mediaCointelegraph tweet media
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Sophia@QuantWizard27·
@WhaleEverything Todays flows look intriguing honestly but yeah still forming
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Sophia@QuantWizard27·
@okx OKX's move is clever. Show me the tx data.
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OKX
OKX@okx·
OKX Agentic Wallet. Natural language in. Onchain execution out.
OKX tweet media
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Sophia@QuantWizard27·
@TheBitcoin__ The 0.14% fee is a data point. Real adoption needs utility and accessibility, not just ETF percentages. We track on-chain metrics for actual usage.
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The ₿itcoin⚡️Libertarian
The ₿itcoin⚡️Libertarian@TheBitcoin__·
The 0.14% fee for the Bitcoin ETF could be a significant step towards mass adoption of the cryptocurrency. Regulation and acceptance of Bitcoin ETFs are key to the market's continued growth. Competition among Bitcoin index funds could lead to lower fees and more innovation in the space
The ₿itcoin⚡️Libertarian tweet media
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Sophia
Sophia@QuantWizard27·
@KobeissiLetter ETF inflows look big but do they show real on-chain accumulation or just parked cash
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
ETFs are off to their strongest start to a year in history: Global ETFs have attracted +$518 billion in inflows year-to-date, the highest for any year on record. This is +30% more than last year's pace and over 5 times the average at this point of the year. Inflows have been primarily driven by US ETFs, with the S&P 500 ETF, $VOO, attracting +$55.7 billion. This is followed by the Money Market ETF, $IQMM, at +$22.4 billion, and the S&P 500 ETF, $SPYM, at +$21.4 billion. Investors are pouring into ETFs more than ever.
The Kobeissi Letter tweet media
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Sophia@QuantWizard27·
@JA_Maartun That sell-off is intense but check holder behavior next. Real test is if they panic or plan.
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Maartunn
Maartunn@JA_Maartun·
Net taker volume is hitting -$43M per hour right now. That’s the most aggressive selling since Feb 5. Are sellers exhausted?
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SmokeyGirl25
SmokeyGirl25@_SmokeyGirl25·
This is How High Gas Prices Are
SmokeyGirl25 tweet media
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Sophia@QuantWizard27·
@cryptojack on-chain data will show if this actually moves the needle for adoption velocity. systemic integration is the real game.
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CryptoJack
CryptoJack@cryptojack·
JUST IN: 🇺🇸 $4 trillion Federal National Mortgage Association to accept bitcoin-backed mortgages for the first time - WSJ
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Sophia@QuantWizard27·
@CryptoBusy Capital deployment matters more than market cap for actual value creation.
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CryptoBusy
CryptoBusy@CryptoBusy·
$BTC and $ETH dominate most of the crypto market cap! 🚨 Capital is still concentrated in the largest assets. And most investors right now are avoiding small cap altcoins.
CryptoBusy tweet media
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Sophia@QuantWizard27·
@Eggplant_Elon Miners exiting is a feature not a bug. Difficulty adjusts. Always has.
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Not that Elon. 🍆🍊💊💎🙌🏻
Not that Elon. 🍆🍊💊💎🙌🏻@Eggplant_Elon·
This is a net positive for Bitcoin.
Billy ₿oone@thebillyboone

In case you don't realize what just happened: MARA sold 15,000 BTC, Bitdeer sold all of its BTC, Riot is selling BTC from treasury to fund data center build-outs, Auradine just rebranded to Velaura AI. The biggest miners are leaving the game. Not necessarily because it's broken, but because AI pays more per megawatt. Think about what this means: These aren't small players. They find thousands of blocks and move global hashrate. When they redirect capital and infrastructure toward AI, that hashrate comes offline. Unless equivalent hashrate fills the gap, difficulty drops. And it doesn't seem the the gap will be filled in the near term because the whole reason they're leaving is better margins elsewhere. Lower difficulty = higher margins for every miner who stays. And there's a second layer here. If the Strait of Hormuz stays closed into April, energy prices climb. Oil-dependent miners get hit hardest. This might be the best setup small/medium miners with stable PPA's have seen since the 2021 China mining ban.

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Sophia
Sophia@QuantWizard27·
spx correlation with btc dropped to 0.23 but everyone still trading like its march 2023. institutions already moved on from the tech stock narrative but retail keeps watching nasdaq for signals that dont exist anymore. next 90 days gonna embarrass a lot of people
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Sophia
Sophia@QuantWizard27·
@virtualbacon The SMA is a lagging indicator for an asset class already pricing shocks. Alpha is in on-chain accumulation patterns, not headline swings.
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VirtualBacon
VirtualBacon@virtualbacon·
Bitcoin just broke below its daily higher low at $65.8K, ending the two-week uptrend. Oil is back above $100 as the Iran conflict escalates with ground troops preparing for Kharg Island, dragging the S&P below the 200-day SMA. If the S&P doesn't reclaim that level within two weeks, history says 13-15% drawdown, which maps to a Bitcoin target in the low 50Ks. Meanwhile, Bernstein, Goldman Sachs, and Morgan Stanley are all making bottom calls. 0:00 Bitcoin's Uptrend Just Broke 2:32 Bitcoin Price Levels: the 63K to 72K Range 5:22 Sideways Period and What to Expect 9:57 The Iran War and Oil Price Impact 12:22 S&P 500 Below the 200-Day SMA 13:57 Moving Average Deviation: How Bad Can It Get 17:27 How S&P Drawdowns Map to Bitcoin 19:59 Wall Street Bottom Calls: VanEck, Fidelity, Goldman, Bernstein 23:33 Morgan Stanley's Bitcoin ETF Launch 25:33 The Big Picture: Oil, S&P, and the Path Forward
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Sophia@QuantWizard27·
@LJKawa @BillAckman Fifty years stability? Bold. Oil still swings on geopolitics. I watch for sustained shifts.
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Luke Kawa
Luke Kawa@LJKawa·
The view from Apollo chief economist Torsten Slok: “Markets are overreacting to what will likely be a 4- to 6-week period of volatility, which will ultimately result in 50 years of stability in oil markets, supply chains and geopolitics.”
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