Rodrigo Ellul

1/ I uncovered a coordinated network of 10+ accounts manufacturing viral panic about war and politics to drive traffic to crypto scams. Strategy: >Purchase accounts with followers >Doompost multiple times per day >Repost content from alt accounts >Promote fake giveaway or scam >Change username

@Andre_Dragosch @w_s_bitcoin What does this mean andre?

Don’t know who needs to hear this but there is currently no support for BIP-110 whatsoever

Bitcoin ownership changed massively in 2025. More in next week’s report on Bitcoin adoption.

The US stock market is witnessing a historic run: The MSCI USA Index's market cap relative to the US M2 money supply is up to a record 270%. This ratio is up +120 percentage points since 2022. This now surpasses the 2000 Dot-Com Bubble peak by ~40 percentage points, and the pre-2008 Financial Crisis high by ~75 percentage points. By comparison, the UK and France MSCI indexes relative to their M2 stand at ~60%, still below pre-pandemic highs. At the same time, Japan’s market cap to M2 is up to ~60%, the highest since the 1990s. The market has never run this far ahead of liquidity before.

@JA_Maartun @cryptoquant_com Your data is incorrect….

Hahahah

@IncomeSharks It all depends on bitcoin….

$ETH - Even as a long term bull I still can't see a reason to get back in yet. If Bitcoin already took out the April lows I don't see why it doesn't eventually do that.

@WatcherGuru Wow boom 💥

JUST IN: 🇺🇸 US economy added 130,000 jobs in January, higher than expectations.

@Andre_Dragosch Good post Andre. Might sound odd but i genuinely believe that the market is controlled. The way we went down to 60k wasn’t normal

@Andre_Dragosch Bottom is formed Andre?

What many pundits don’t get is that in a world that is flushed with increasing liquidity and money supply at ATHs, investors are starving to buy hard assets on the cheap. #Bitcoin

@nikmoreau @coinglass_com haven't enough longs been liquidated?

@coinglass_com It’s a classic move - create a sense of support just long enough to build up liquidity for the flush

GM! Called it. 60k–63k wasn’t defense — it was bait. 59.8k delivered.

@kingfisher_btc At same point, the tables will turn. The question is when… retail definitely does not know.

Seems like $BTC and all the crypto markets are going for that other -22% deviation what do you think - time for the high leverage shorts, or we keep clearing "all leverage" until none are left ?

@gcantshoot @HHorsley Or could it be price is being manipulated?

@HHorsley In fairness Hunter...these days crypto sells off whenever any other asset class sneezes haha that's why the vibes are so bad. Metals and stocks can sell off sure but one went parabolic and the other is still basically at all time highs

For those keeping "store of value" score — Today: crypto down, stocks down, gold down, bonds down. Store of value or not, all liquid assets being sold.

@stocktalkweekly @grok explain is this good?

@Andre_Dragosch hi andre. Could you maybe do a post explaining this index and its relevance. Keep up the great content as always.

🔴JUST IN: ISM Manufacturing Index Jan 2026 52.6 vs 48.5 expected (prior: 47.9) #Bitcoin rips on the release.

@Andre_Dragosch 🚀

Watch the ISM release today. Consensus expectations are at 48.5 while there is a high chance that we end up above 50. Could be the Risk-On catalyst.

The scaling hierarchy in blockchains: Computation > data > state Computation is easier to scale than data. You can parallelize it, require the block builder to provide all kinds of "hints" for it, or just replace arbitrary amounts of it with a proof of it. Data is in the middle. If an availability guarantee on data is required, then that guarantee is required, no way around it. But you _can_ split it up and erasure code it, a la PeerDAS. You can do graceful degradation for it: if a node only has 1/10 the data capacity of the other nodes, it can always produce blocks 1/10 the size. State is the hardest. To guarantee the ability to verify even one transaction, you need the full state. If you replace the state with a tree and keep the root, you need the full state to be able to update that root. There _are_ ways to split it up, but they involve architecture changes, they are fundamentally not general-purpose. Hence, if you can replace state with data (without introducing new forms of centralization), by default you should seriously consider it. And if you can replace data with computation (without introducing new forms of centralization), by default you should seriously consider it.

On January 10, 2026 at around 11 pm UTC a victim lost $282M+ worth of LTC & BTC due to a hardware wallet social engineering scam. The attacker began converting the stolen LTC & BTC to Monero via multiple instant exchanges causing the XMR price to sharply increase. BTC was also bridged to Ethereum, Ripple, & Litecoin via Thorchain. Theft addresses (2.05M LTC, 1459 BTC): bc1qluxw46r55wf3dnk9c652vrt4duadm3hpuktf86 bc1qpsmh26ja0fzzf286zulmt9eywujc2pggj40wzm ltc1qly43c2prj4c2e85dcspzpjd36jnapnenldnr70

Bitcoin's price will go parabolic if ETF demand persists long-term. A lesson from gold's 2025 move... The price of both gold and bitcoin are set by supply-and-demand. The popular story is that gold prices spiked in 2025 (up 65%) because central bank purchases tilted the supply-demand balance. History teaches us something different, and tells us what's happening with bitcoin. Central bank purchases of gold spiked in 2022 after the US seized Russia's Treasury deposits. Annual purchases rose from ~500 tonnes to ~1000 tonnes. They have stayed consistent since . These purchases tilted the supply-demand balance, but didn't immediately show up in prices. Gold rose 2% in 2022, 13% in 2023, and 27% in 2024. It wasn't until 2025 that prices went parabolic. That's because, for the first few years, central bank demand was met by people willing to sell their gold holdings. But eventually, the sellers ran out of ammo. And as demand persisted, prices soared. The same thing is happening with bitcoin and ETFs. Since ETFs debuted in Jan 2024, they've been buying more than 100% of the new supply of bitcoin. But the price hasn't gone parabolic, because existing holders have been willing to sell. If ETF demand persists - and I think it will - eventually, these sellers will run out of ammo. And when they do...