Sam MacDonald

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Sam MacDonald

Sam MacDonald

@SamuelPMacD

Fund manager CCICapital | Head Analyst CCI Australia. Freelance travel writer in another life. Fix the money, fix the world #Bitcoin

Katılım Aralık 2017
879 Takip Edilen1.4K Takipçiler
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Sam MacDonald
Sam MacDonald@SamuelPMacD·
The economic situation in China is fascinating Chinese Bond Yields suggest it is going through a hard wave of deflation (not inflation). This is where everything is getting cheaper with a glut of supply and lack of demand. Higher USD vs Yuan is also creating forced sellers of assets to cover costs. But where is the real risk? 🧵
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Sam MacDonald
Sam MacDonald@SamuelPMacD·
@Dragons_of_Moh @_Checkmatey_ simple articulation of complex information is second to none. Anyone who can weave their expertise like a storyteller and keep listeners compelled has unlocked a superpower. He does this better than anyone. Ripper of a bloke too!
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Ganoes
Ganoes@Dragons_of_Moh·
Watched this and learnt a lot 💯
Natalie Brunell ⚡️@natbrunell

Why do people always buy the top and sell the bottom? @_Checkmatey_ is one of the best on-chain analysts in Bitcoin and is here to explain. This new episode is about where we are in the cycle, what the data says about investor behavior, and why the crowd always times it wrong. TIMESTAMPS: 00:00 What is on-chain analysis and why it matters 2:57 Spent vs. unspent Bitcoin: the framework everyone should know 7:12 Long-term vs. short-term holders: who's actually moving the market 10:39 Bulls' last stand at $95K? What the data showed 14:49 Why the 2025 bull run stalled -- the real story 20:04 Unrealized losses...how scared should we be? 26:08 Is the Bitcoin bottom in? James gives his read 32:29 How James became one of Bitcoin's best analysts 35:33 Quantum computing and Bitcoin -- threat or hype? 39:19 The 118x Bitcoin multiplier myth busted 42:30 Retail vs. institutional buyers: who's winning right now

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Sam MacDonald retweetledi
Jamie Coutts CMT
Jamie Coutts CMT@Jamie1Coutts·
The Onchain Volatility Layer : Crypto's Next DeFi Vertical On-chain perps went from irrelevant to $7.5 trillion in annual volume. 382% YoY growth. ~7-9% of the CEX market share, accelerating. Options are a $3.2 trillion market with on-chain penetration below 1%. Global exchange-traded options hit 177 billion contracts in 2024. Sixth consecutive record year. US listed options alone run $4T in daily notional. Growing 42% in 2025. Same structural forces. Harder to build. Massive prize. I spent the past weeks mapping the on-chain options vertical and landed on @DeriveXYZ, the only protocol that survived the graveyard by making an architectural bet the rest didn't. Full valuation, tokenomics breakdown, competitive threats, and how it fits in the portfolio. New Deep Dive out now for @RealVision Pro members.
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Sam MacDonald
Sam MacDonald@SamuelPMacD·
@TraderCobb @bowtiedstocks They’ll protect it in the interim by cutting the currency in half and then you’ll have nationalists push for curbs on migration and foreign buyers to make it happen anyway
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Trader Cobb
Trader Cobb@TraderCobb·
@bowtiedstocks They won't let it without a fight! Most politicians have more than 1 property so they will fight tooth and nail to keep those prices high and kick the can down the road for the next generation. You can be sure of that!
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BowTiedStocks
BowTiedStocks@bowtiedstocks·
People were asking me what is going to cause our housing bubble to pop They couldn’t see a ‘catalyst’ Would you agree war in the Middle East, AI job losses, bond yields ripping and oil going to $200 could perhaps deliver that ‘catalyst’ ?? Oh but I couldn’t see it 6 months ago… My sweet summer child
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Sam MacDonald
Sam MacDonald@SamuelPMacD·
@AlboMP how are you dipshits going with your reduced energy prices now that we have no oil?
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Anthony Albanese
Anthony Albanese@AlboMP·
Australians voted for action on climate change, and the new Labor Government is delivering on that mandate. A plan that will reduce emissions by 43% by 2030. A plan that will create 604,000 new jobs. A plan that will reduce power prices and get us to net zero by 2050.
Anthony Albanese tweet mediaAnthony Albanese tweet media
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Rational Aussie
Rational Aussie@rationalaussie·
Spare a thought for the 'nothing ever happens' guys. Situation monitors have been preparing for this moment their entire lives. This is the Superbowl of Situations to Monitor.
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Alex Krüger
Alex Krüger@krugermacro·
Bitcoin is an ergodic manifold benefiting from self-similarity in a time-driven dynamic way, for a given length of time-lens. Hope you know what this means
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Joel Jammal
Joel Jammal@JoelJammal·
Australia’s fuel crisis is about to get far worse 🤦‍♂️ ⛽️ If the USA bails us out then what will they want from us? 🇺🇸
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Trader Cobb
Trader Cobb@TraderCobb·
A really nice cradle setting up here on $ETH on the 8/16 hour. If it breaks the high of that candle I can certainly see it hitting 1:1 reward to risk. If it doesn't then I will lose 1% Simples!
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Cata Paul 🃏‍‍‍
Cata Paul 🃏‍‍‍@CataPaul2·
⛽️ Countries Most Dependent on Oil via the Strait of Hormuz 🇯🇵 Japan — 73% 🇰🇷 South Korea — 70% 🇮🇳 India — 42% 🇨🇳 China — 40–45% 🇵🇰 Pakistan — 60% 🇹🇼 Taiwan — 60% 🇹🇭 Thailand — 30–35% 🇸🇬 Singapore — 30% 🇲🇾 Malaysia — 25–30% 🇵🇭 Philippines — 25% 🇮🇩 Indonesia — 20–25% 🇻🇳 Vietnam — 20% 🇮🇹 Italy — 15% 🇪🇸 Spain — 12–15% 🇺🇸 United States — 2–5%
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Sam MacDonald
Sam MacDonald@SamuelPMacD·
@rationalaussie No one can escape an economy entirely run on diesel when we run out. No amount of BTC will matter during that period only food and location
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The opinionated Black woman ~ Aunty
The opinionated Black woman ~ Aunty@Theblackfemini3·
I am actually starting to get a little worried over this fuel crisis. Normally, im a "she'll be right mate," but today im thinking she may not just be right.
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Keşfet

@Dragons_of_Moh @_Checkmatey_ @intocryptoverse @DeriveXYZ @RealVision @TraderCobb @bowtiedstocks @AlboMP