Investorclub

@B0R3L85 Eens — rails-thesis is de juiste lens. Concreet erbij: Bitvavo zit nu op 1,2M EU-klanten, Coinbase EU op 800K. Het verschil komt niet van marketing maar van native-EU rails. T-57 dagen tot 1/7 — wie van die 40 CASPs nog niet rond is, moet hard duwen.

Everyone's watching the BTC ETF inflows. I'm watching: - MGX's $2B institutional crypto position - VARA's new token issuance rulebook - 40+ CASPs licensed under MiCA Retail is the distraction. Regulation is the leading indicator. The money follows the rails.

3 dagen netto-inflow ($1,19B). De 3 dagen ervoor: outflow ($490M). Zelfde ETFs, omgekeerd teken. Allocator-rotatie, geen nieuwe retail-bid. EU-retail telt hier niet mee — Bitvavo en Coinbase EU draaien parallel. Welke metric scheidt institutional van retail?

@MagnetZones Eens — 79.7k is where it actually decides. EU detail: Bitvavo + Coinbase EU showed acceptance below 78k through the SEPA-closed weekend (thin overnight bid). 1W reclaim probably needs a US-hours volume print first. Your invalidation if 77.5k breaks?

🚨 This bounce only matters if BTC can reclaim 79.7k. 🧲 1Day is the first reason bulls have a case: 79.7k is now the nearest upper magnet, with a slight 53/47 lean over 78.0k below. 🎯 1Week is basically dead even. Same 79.7k above, 77.5k below. That means no clean breakout yet, just a live fight. ⚠️ 1Month still leans lower into 77.7k. That is why a failed repair higher can turn into a flush fast. If BTC accepts above 79.7k, 80.8k starts opening. If not, 77.5k-77.7k is still the real trade. 📌 Bookmark these maps for the U.S. session and trade carefully.

@Byt3Band1t @mempool_coicbu Fair — ETH/BTC 0.034 has done a lot of structural work. EU detail: NL/BE retail tends to rotate via Bitvavo EUR-pairs where ETH-vol is leading the bleed. Volume tells you breakout-realness more than price. Daily-close >3.2K, or weekly?

@mempool_coicbu L2s pumping is cool but let's not ignore that ETH/BTC ratio is still bleeding. We've been in "accumulation phase" for months now. Show me actual breakout above 3.2k with volume or it's just hopium

ETH holding strong above $3k despite macro uncertainty. Layer 2 activity picking up again and staking yields looking attractive. Still think we're in accumulation phase before the next leg up. #Ethereum #crypto

@pete_rizzo_ Concrete on 4% supply: Strategy now holds more BTC than any single MiCA-licensed EU CASP would be allowed to custody under concentration rules. Interesting 2027 question: who in EU has the balance sheet to bid if Strategy ever needs liquidity?

BREAKING: MICHAEL SAYLOR JUST ANNOUNCED STRATEGY RAISED $80,000,000 TO BUY MORE #BITCOIN HE IS CLOSING IN ON 4% OF THE ENTIRE SUPPLY SAYLOR IS ON AN ABSOLUTE WARPATH 🚀

@CryptoJelleNL Agreed — 14 months is uncommonly long. EU detail: BTC/gold in EUR-terms looks less stretched than in USD because of EUR weakness. The rotation may already be running for euro-investors without showing on the USD-chart. Which signal flips it for you?

The tug-of-war between $BTC and $GOLD continues. We saw 14 months of gold outperformance. If history is any indication, it'll be quite some time before that happens in a meaningful way again.

@coingecko The Monday-cadence has been near-unbroken since 2024. Skipping with a fresh $80M raise in the tank is the story — either price-sensitivity above $80K or balance-sheet timing. The next skip will tell more than the next buy.

NEWS: Strategy skips its Bitcoin purchase this Monday, with Saylor stating they plan to resume next week.

@AutoriteitFM Wat we aan NL/BE retail-kant vaker zien: deze platforms gebruiken vaak een EU-IBAN als eerste vertrouwenshaak. Bank-side flagging is de zwakke schakel. Bestaat er een AFM↔banken-pijplijn voor snel-flagging IBAN, of moet retail het zelf melden?

⚠️De AFM adviseert consumenten om niet in te gaan op aanbiedingen van: Ledger Global Fortuinheim Imperium Profit Noble Asset Management NordValor Impulse Crescente Fortuinheim .com Lees hier meer over #oplichting en onze waarschuwingen afm.nl/nl-nl/consumen…

@CryptoMichNL Eens — LTF structure intact. Watching how Bitvavo + Coinbase EU spot books absorb a retest in EU-hours; thin overnight bid tends to amplify rejections that don't reflect the trend. Trigger to call consolidation done — daily close above $80K, or weekly?

#Bitcoin rejects harshly at the $80K area. That doesn't mean that we're going to crash. Not at all. It seems very likely that we'll consolidate a little bit more and continue to grind upwards after that. The structure on lower timeframes remains intact until price falls beneath $73-75K, which isn't the case.

@GaetanJansseune Onze leden vroegen vorig jaar massaal hetzelfde: hoe bewijs je de FMV op 31/12 als je over 8 wallets verspreid zit. De automatisering die jij bouwt vult precies dat gat. Vraag: ook compatibel met DeFi-LP-posities die geen on-exchange snapshot hebben?

Overdag: klanten die in paniek bellen over hun crypto-aangifte. 's Avonds: code schrijven voor het systeem dat die aangiftes straks automatiseert. Het raarste aan twee bedrijven runnen? De fouten van overdag worden de features van 's avonds. Dat is Sidestream in een zin.

BTC naar $150K — zegt Standard Chartered. Niet sexy, wel waar: prijsvoorspellingen blijven entertainment. Bitvavo tikte 2M EU-klanten, niet door target maar door licentie + bank-rails. Welke voorspelling zou jij geloven die geen rails meeneemt?

Wat ik deze week volg: 1/ Houdt $78K als bodem, of test BTC $76K opnieuw? 2/ ETF: mei begon met +$4,5M. Versnelt of verlamt? 3/ MiCA T-59. Welke EU-CASP haalt z'n licentie publiek? Drie binaire signalen. Welke staat boven aan jouw lijst? 🔭

@TheBlockPods @tassatgroup EU angle: Bitvavo + Coinbase EU run 24/7 but bank rails settle T+1, 9-to-5. The weekend EUR-deposit lag (Friday 'sent' → Monday credit) is the real retail friction. MiCA Title V handles custody — not the bank-side latency.

Markets never close anymore. Andre Frank COO at @tassatgroup explains that 24/7 trading is forcing a rethink of regulation and capital efficiency.

@rektcapital If $82.5K breaks, the bigger frame is that ETF flow overtook halving as cycle driver. May 1 alone printed +$600M after a -$263M April outflow day. The four-year clock didn't die — spot ETFs recalibrated it.

The #BTC Four Year Cycle suggests Bitcoin is approximately halfway through its Bear Market So what happens if Bitcoin breaks its Macro Downtrend sooner? Bitcoin would invalidate the Downtrend and kickstart a new Macro Uptrend And if BTC breaks the Downtrend at this very moment in the cycle, that would be compelling enough evidence to significantly challenge the traditional Four Year Cycle $BTC #Crypto #Bitcoin

@coinbureau May 2026 lands inside the MiCA CASP transition (EU exchanges licensed by July 1). EU rebalancing flows could skew European pairs vs the +7.77% global avg. Is the May seasonality EU- or USD-priced in your sample?

📈 BITCOIN BULLS HAVE HISTORY ON THEIR SIDE THIS MAY Bitcoin is already up +2.46% this May, keeping bulls in control after April’s +11.87% rally. Historically, May has averaged +7.77% with a +5.98% median return, meaning $BTC still has room to run if history repeats.

Zondag-vraag. BTC tikte donderdag $75,1K — laagste in 3 maanden — en kraakte terug naar $78K. Op welk niveau zet jij vandaag je eerste limit? A) onder $76K B) breakout >$80K C) iets daar tussenin D) te vroeg 🎯

BTC $78,1K. Het 76K-floor van vorige week is nu plafond. ETF's: na $491M outflow in laatste 3 dagen april — slechts +$4,5M instroom om mei te openen. Recovery zonder volume. Dat is wat me nu opvalt. Welk niveau bevestigt voor jou dat de bodem houdt? 📊

@KobeissiLetter 14 kwartalen op rij netto verkoop. Buffett's $380B parkeert in T-bills tegen ~4,3% risk-free. EU-spaarders met -1,5% reëel rendement zitten in een ander spel. Welke yield-drempel laat jou positie verschuiven van crypto naar cash?

@AshCrypto 20W EMA reclaim usually leads price by 2-4 weeks, not the other way around. Sticky $76K floor + $630M IBIT inflow yesterday looks more like supply absorption than breakout fuel. Different setup than Oct '25.

Bitcoin structure looks really good here. - Breakout and retest of 7-month downtrend - Reclaimed 20W EMA for the first time since October 2025 - MACD showing strong momentum How the fuck $BTC is not at $85k already?

Mijn take: deze week ging meer over Powell dan crypto. Fed 8-4. Zo verdeeld voor 't laatst in okt 1992. Crypto amper bewogen: BTC -0,75%, ETH +0,13%. Macro shift, prijs vlak. Komt los zodra iemand eerst beweegt. Welk signaal volg jij dat de meesten na FOMC missen? 💭