BTC Tides

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BTC Tides

BTC Tides

@BTCTides

Macro Data Monitor | Tide is FALLING (hence the Red ₿)

London 参加日 Ocak 2026
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BTC Tides
BTC Tides@BTCTides·
Here’s the real reason behind this equity rally that no one has been able to tell you: Positioning unwind (see thread below) + markets front-running the initial nominal revenue boost from the coming energy-driven inflation shock (Yes, inflation is coming). Prices rise first → short-term earnings look great. This is what markets are front running now. But once inflation hits costs and triggers demand destruction, equities WILL reprice lower. HARD. This is exactly why BTC WON’T see a new ATH rally anytime soon. Anyone that tells you it will, is going to cost you money. BTC has no corporate revenue, currently no options positioning tailwind to unwind, and no ability to pass on inflation. BTC price is driven PURELY by macro TIDES. I will tell you as soon as the Tide shifts from Falling to Rising = THE time to go ALL IN BTC/Crypto.
BTC Tides@BTCTides

💡When the Tail Wags the Dog & Why This Market Is Fragile: I called this rally early (see older posts) using positioing data. I even called ATH for ES (but this rally exceeded even my expectation). Here's how, and why you might want to be cautious (🧵).

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Don 🐂
Don 🐂@DonWedge·
bears in disbelief
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BTC Tides
BTC Tides@BTCTides·
@AshCrypto Should have bought Apple not Orange I guess lol
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Ash Crypto
Ash Crypto@AshCrypto·
Bitcoin Treasury Company "Satsuma" is now down 98.5% from its peak, erasing over $1.6 billion from its market cap. If you invested $10,000 in $SATS last year, today it would be worth just $150.
Ash Crypto tweet mediaAsh Crypto tweet mediaAsh Crypto tweet media
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BTC Tides
BTC Tides@BTCTides·
@BitcoinPulseX Can someone tell me why everyone assume's US's goal has been to open the Strait ASAP?
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Bitcoin PulseX
Bitcoin PulseX@BitcoinPulseX·
🚨 BREAKING: 🇮🇷 IRANIAN FOREIGN MINISTER ABBAS ARAGHCHI HAS JUST WARNED: "THE STRAIT OF HORMUZ WILL STAY CLOSED UNTIL IRAN’S FROZEN ASSETS ARE RELEASED." HE ADDED THAT IF NO SERIOUS OFFER ARRIVES WITHIN THE NEXT 48 HOURS, THE CEASEFIRE COULD COLLAPSE. TENSIONS ARE RISING FAST... SOMETHING MAJOR MAY BE UNFOLDING.
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BTC Tides
BTC Tides@BTCTides·
@MerlijnTrader Somehow crypto did better when Banks were out of it - there's points in that ...
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Merlijn The Trader
Merlijn The Trader@MerlijnTrader·
INSIGHTS: 🇺🇸 In 2017 JPMorgan called Bitcoin a fraud. Now their CEO says crypto is better than the current financial system. "The experiment phase is over." That is not a small shift. That is a complete reversal from the world's largest bank. Bear markets feel painful. But this is exactly when the biggest players position. JPMorgan just told you where they stand. The question is where you stand.
Merlijn The Trader tweet media
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BTC Tides
BTC Tides@BTCTides·
Show me ONE single LEGIT macro account - which deals in DATA and FACTS - that is saying BTC will hit ATH soon, or even that the bottom is in. I'll wait ... Once you realise there is NONE, ask yourself this: WHY is there none? What do they all see that you don't?
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BTC Tides
BTC Tides@BTCTides·
@bariksis That's exactly why I've raised my max upside target to 85k, otherwise 80k would have been be the top
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Bariksis
Bariksis@bariksis·
This is interesting actually… 🤔 Yesterday I asked Grok what the ratio is for those who think the bottom is in vs not being in, and the ratio was similar to the results of this poll. This is exactly what we want to see as a bull. The bears who claim the entire timeline is bullish and euphoric is seeing what they want to see because they’re in denial. The reality is, an overwhelming amount of people either think the bottom is NOT in, or they’re praying the bottom isn’t in because they likely sold in the $68K to $75K level back in early February.
Bariksis tweet media
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BTC Tides
BTC Tides@BTCTides·
@DonWedge I will confidently say it won't be, or all of my shorts will be liquidated haha but NO WAY IMO - book this
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Don 🐂
Don 🐂@DonWedge·
In 26 days $BTC should be $100k
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BTC Tides
BTC Tides@BTCTides·
@fammetaX To be honest, I don't think he's being told what to do/say - the dude hasn't changed his views since 1980 tbf to him, but who knows
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Fam
Fam@fammetaX·
totally agree with you he will never let anyone outshine him and take all the peace credit. he’s really trying to do something generational that he will be remembered for. but he did too much already but is he deciding for himself or being told what to do and say nobody wants to say the quiet part
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Fam
Fam@fammetaX·
they signed a ceasefire iran already mined the water 20+ mines sitting in the strait that moves 20% of the world’s oil pentagon says 6 months to clear won’t even start until the war officially ends peace on paper minefield in the water
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BTC Tides
BTC Tides@BTCTides·
Track what he does not what he says. E.g, he send 10k more marines and many new aircrafts to CENTCOM during Pakistan negociations. Also, he sent JD Vance 2x, didn't go himself. He's not the type of person who would allow someone else to take credit. When he goes himself, that's how you know it's FINAL; like the Hamas-Israel situaiton... follow the actions, read in between the lines, always
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BTC Tides
BTC Tides@BTCTides·
@elchantaal I can; 85k is my max upside, but given the current macro flows, it will likely reverse.
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Chantaal
Chantaal@elchantaal·
Conseguiá Bitcoin romper los 80k? Es una barrera psicológica muy fuerte
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BTC Tides
BTC Tides@BTCTides·
@bariksis Trust me, It's Oct-Nov 2019, and I will make a post today/tomorrow showing why exactly based on macro conditions
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Bariksis
Bariksis@bariksis·
I'm getting November 2024 vibes. Anyone else?
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BTC Tides
BTC Tides@BTCTides·
@TheBTCKnight In about 4-5 months after money printer re-starts (I will make a post as to why exactly, today or tomorrow). A few months after that, ATH + the craziest retuns for Alts, BUT, only for solid projects, most coins will NOT make ATH, EVER, sadly.
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BTC Tides
BTC Tides@BTCTides·
@CryptosBatman 👆I think, sadly, the meme frenzy isn't coming back (cheap-money days are over), and SOL will underperform ETH (in about four months when money printer turns on).
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BATMAN ⚡
BATMAN ⚡@CryptosBatman·
After its meme coin frenzy era, $SOL seems to be fading. Technically, it's not moving like its large-cap peers. It's still below its resistance level, and if it continues like this, a lower low seems like the only direction. However, if it manages to break through, it becomes interesting again.
BATMAN ⚡ tweet media
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BTC Tides
BTC Tides@BTCTides·
ETH short is starting to look appealing. Patience.
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CryptoJack
CryptoJack@cryptojack·
HEAD AND SHOULDERS FORMING ON $ETH !!
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BTC Tides
BTC Tides@BTCTides·
@rickjeff78 I would say more like October 2019, based on real rates.
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BTC Tides
BTC Tides@BTCTides·
@CryptoJelleNL Could be, but based on macro backdrop, VERY unlikely bottom is in.
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Jelle
Jelle@CryptoJelleNL·
Every bear market so far has bottomed well below the 200-week MA. This time different? Time will tell. bitcoin:native
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