Jack Green

Checkout my latest in-depth interview with Michael Howell, Managing Director of @crossbordercap In this interview, Michael explains: - Key Drivers of the Global Liquidity Cycle - Bitcoin’s Correlation with Global Liquidity - Bitcoin Valuation Model: P/M Ratio Links below ↓

Crypto developers are leaving the space. But the pace matters. In 2018 and 2022, dev capitulation was a cliff. This time, the bleed is significantly shallower.

@BitcoinNews This is what the all-time view is currently looking like for the BTC ETFs.

Bitcoin ETFs Extend Weekly Inflows Despite Late-Week Pullback

@DurdenBTC There is a clear supply shock that is starting to form.

there is less bitcoin available to buy right now than at any point in the last 5 years. illiquid supply: all-time high. exchange reserves: multi-year low. entities accumulating: accelerating.

@InvestingVisual Compound growth is a lot bigger than most realise, that's why you must stay far away from places with unrealized gains taxes.

@barkmeta Me realizing the politicians doing the insider trading are the exact same people who appoint the regulators.

Let me explain what just happened 👇 5 minutes before the President announced a halt to attacks on Iran… someone placed a $1.5 BILLION bet on stocks going up and dumped $192 million in oil. 5 minutes… These trades were 4 to 6 times larger than anything else in the entire market. Whoever did this wasn’t guessing. You don’t risk $1.5 billion on a hunch. There was zero public indication this announcement was coming. No leaks. No press. Nothing. The only people who knew were in the room when the decision was made. Someone in that room picked up a phone. And within minutes they made more money than most Americans will earn in a thousand lifetimes. In a single trade. On a war that cost you $4+ a gallon gas and $16 billion in tax dollars. American citizens funded this war. Politicians are profiting from it. This is not the first time. Every major announcement from this administration has had massive suspicious trades right before it dropped. Tariff reversals. Policy shifts. War decisions. This is the most blatant insider trading operation in the history of American politics. It’s not even close. And it’s happening over and over in broad daylight. You would go to federal prison for trading on a tip from your cousin. These people are front running war decisions with billion dollar bets and nobody will ever ask a single question. Nobody will be investigated. Nobody will be charged. By tomorrow this will be buried under the next satisfying headline. Just like last time. And the time before that. The game is rigged. And they’re not even trying to hide it anymore…

@BitcoinJunkies Because it is a more efficient way to fund the government, high inflation would hurt the economy too much to be able to sustainably derive income from money printing.

BTC is still heavily undervalued compared to the inverse DXY model. It is still trading outside the 2 sigma regime band. While this model highlights an undervaluation, it is important to consult multiple indicators for a complete view of the market. Stay tuned, I will be launching my very own global liquidity model soon to track these broader macro conditions.

@david_eng_mba Adding gold price into the mix or the DXY would definitely be worth it, as both are very important for macro analysis.

These 6 Macro Numbers Matter

@Cointelegraph Still behaving exactly as expected.

🚨 UPDATE: Bitcoin is outperforming both gold and the S&P 500 since the start of the U.S.–Iran conflict, per River.

@mert Exactly. Try moving $1 via TradFi: Stripe hits you with a $0.30 flat fee. Meanwhile, moving $1 in USDC on layer 2s or Solana costs <$0.01 and settles instantly.

if you want to move $1 USD via code today, without using crypto, how do you do it? plaid + bank account? paypal/wise API with tons of paperwork and no flexibility? this is not appreciated nearly enough, this barely exists. crypto is the universal API for money itself

@cryptorand I think it is still a bit early to conclude that they are back. As you can see around 2019 and 2020 a sustained trend is needed for real breakouts. We haven't seen that yet.

#Ethereum whales are back. Past cycles show how this pattern returned as much as 25% in the first 3 months and up to 300% over a full year.

@SimplyBitcoin Doubling down while the stock price is this low is a bold approach.

Saylor just went nuclear. $42,000,000,000 aiming for 500,000 more BTC. Good luck catching up.

@coinbureau The amount of institutions that were using these option for hedging will benefit greatly from this.

🚨NYSE ARCA & NYSE AMERICAN REMOVE BTC & ETH ETF OPTIONS LIMITS The exchanges scrapped the 25,000-contract position limits on spot Bitcoin and Ether ETF options. Crypto ETF options are now treated like standard commodity ETF options across all major U.S. exchanges.

@LynAldenContact Current oil prices will definitely have a huge impact on central bank policy moving forward. And it's not only in the US. With the EU still sanctioning Russian gas, a further energy crisis isn't that unlikely.

My March public newsletter is now available, and discusses to what extent the war on Iran may impact the "gradual print" scenario. Enjoy: lynalden.com/march-2026-new…

@CryptoCred People need to realise that any retail person trading on prediction markets is basically exit liquidity to insiders and those with HFT Algorithms.

“Dad, what’d you do during WW3?” “Hyperliquid.” “You invested in it?” “No, that’s where I got liquidated trading news. That’s why we live in this tent.”

@Stoiiic This sounds amazing, I am ready to repost it when it is finished!

Working on this will take me a while since it's not going to be the standard run of the mill garbage. Going to walk through how to use an LLM using context & vertical slicing as well as walk through the statistical scanner dashboard I built as an example.

Exactly. To be a successful investor, I think you have to keep returning to one fundamental question: Why? You observe a market change, people urge you to act, but before you do, you must ask why it is happening. The investor who actually understands the underlying systems will always outperform the one who blindly reacts.

The way most people are introduced to trading sets them up for a fundamental misunderstanding. Driven by influencers, beginners are handed a toolkit of indicators and told to act on them mechanically (sell when RSI hits 70, buy when this line crosses that one, etc). The problem is that nobody explains what these tools are actually trying to measure, or why. You end up accumulating a kind of intellectual debt: applying instruments you don't understand to problems you have never defined. What's missing is the scientific rigor that serious trading actually demands. A sound approach starts with an idea, a hypothesis about how or why price behaves the way it does. From there, you ask "how could I prove this wrong?" and then doing exactly that, as ruthlessly as possible. Most ideas will collapse at the first honest test, and that's fine. Most of your ideas will turn out to be dogshit. That's just the way it is. The chasm between these two stances is enormous, and it rarely gets addressed. Trading is a discipline of structured skepticism, and yet what is taught, for the most part, is pattern mimicry.

@DurdenBTC How close do you think we are to forming another 'green diamond'?

this chart that predicted every single bitcoin bottom in history. every one. it uses three signals: extreme fear below 25, protective puts above 0.95, and fear acceleration above +25%. when all three fire together? $2 → $170 → $3.2k → $3.8k → $15.5k. you're watching for the next green diamond. so am i.

@SuperBitcoinBro The Global liquidity models are currently predicting the same thing.

$BTC hit $67.3K and wiped out most of the long liquidations ✅ Now most of the liquidity is overhead, and CME futures looks set to open with a gap overhead. Beautiful. This will likely be a volatile week and could push bit lower, but the table is set for a big squeeze higher.

Bitcoin’s hashrate just pulled off a violent V shaped recovery. The price flush from $120k triggered a brutal capitulation in mining power, dropping the network to roughly 820 Eh/s by February. But look at the right side of the chart. We are already back over 1 Zettahash, even with price chopping sideways in the $60ks.