aaron boddy

@cryptomanran The Jim Cramer of Crypto....

NOT HAPPY ABOUT THIS. DOWN MORE LIKELY. Let's look at the set up, Yesterday Bitcoin made another attempt to break out of the flag. The attempt was Saylor have a great last day before STRC went ex-dividend. The attempt failed. Now Saylor is out of the market on STRC for a while (3 weeks). Without him I don't see how we break the flag and if we don't break it - its down from here! First level: $79k must hold. Second Level: $71k. I don't even want to talk about anything after that...

@DriftProtocol The worst recovery plan I have ever seen. Truly staggering.

Clarification: Users are able to redeem at any time after redemption opens; however, early redemption occurs at a discount to the full claim value as users receive a pro-rata share of the current pool. Holders who wait may benefit from a higher recovery price as the pool continues to grow.

@bryan_johnson When in France, Scottish Clan chiefs used to have their men race against horses for the amusement (betting) of the French aristos. Yes - over distance the clansmen would win.

In a 100 km race, which do you think wins? + Lion + Human + Camel + Horse + Wolf + Cheetah + Ostrich + Bear

@ffmelis Belt buckle/buttons/zipper - friction especially when carrying something to the front

Tüm tişörtlerin önünde böyle delikler var bunun neden olduğunu bilen var mı nedir sebebi ?

@AltcoinDaily Only if you are a muppet!

should I sell my solana for ethereum? 🤔

@cryptomanran Everyone who listens to Ran has already experienced way worse than a 70-80% portfolio crash. Remember his - sell your spot bags and go all in on 2-3x leverage to max returns advice - just before the 10/10 crash. Own your old advice dude.

@log1_053 @benjamincowen Thank you. Ben and Fefe D's smugness is unbearable. Hopefully 2 new crypto capo's incoming.

Ben Cowen smuggface @benjamincowen had the talent to mock Gold investors at the exact peak of bitcoin and around the bottom of gold. He is now mocking crypto investors at the exact PEAK of gold and around the bottom for Bitcoin. Smugface keeps smugging. Make it make sense. I welcome deep hole BC frens below.

@AltcoinDaily That has been very clear for quite some time.

crypto hodlers have no idea what is coming next

@TedPillows Fact check - the BTC buyers were institutions agreed. But the sellers were not! The sellers were retail and OG holders. Traditionally that money would have flowed into alts. But not this time. And not cause they were institutions.

Altcoin holders will be really disappointed again. During 2024-25, people expected $BTC gains to move into alts. But that didn't happen because most new buyers of BTC are institutions who don't play rotation games much. Now, people are expecting the same with Gold and Silver. And it won't happen again. This is because most of the demand for Gold and Silver is coming from central banks. Maybe a few of them could think of diversifying into BTC, but they aren't going to touch alts. For alts to pump, 2 of these things need to happen. ▫️ Approval of Clarity Act ▫️ QE similar to the 2020-21 cycle A few alts will definitely perform well without any of these 2 things, but most will slowly dump towards zero.

@cryptomanran Another post and video jumping on the same bandwagon as everyone else - what happened to originality?

Here's the link to my show: youtu.be/6EjPKaijKOk?si…

THE REAL REASON WHY $BTC IS NOT MOVING Quantum computing is the biggest unanswered question mark in crypto right now. It's not a narrative, and it's not a future, maybe. A real risk that institutions don’t yet have an answer for. If you look at the chart below, you can see how crypto risk appetite stalled exactly in December 2024 when Google unveiled its Willow Chip, while other markets kept moving: tradingview.com/x/FQ5lsFTs/ That kind of divergence usually isn’t about cycles. It happens when capital starts stepping away from tail risk. Earlier this year, Christopher Wood, one of the most followed institutional strategists, removed Bitcoin entirely from his model portfolio. Not a trim but a full exit. And replaced it completely with Gold. The reason wasn’t macro. It was concerns around quantum computing and long-term cryptographic security. Until this question mark is resolved, big money stays cautious. I break this down in my new video, with charts and data. [link in comments]

@crypto_banter Maybe you should run an analysis on how many times Ran has been right over the last.

🔴 Bitcoin has broken market structure... Ran is bearish for now. What if the 4-year cycle is 'wrong'? 👇 youtu.be/VqXccaJb3IE?si…

@cryptomanran Please let that be true. The capitulation signal we have all been looking for,

@LarkDavis Yes - it means absolutely nothing..

Bitcoin has never had 2 yearly red candles in a row Do you know what that means?

@cryptomanran Obvious! Crypto is not mature enough to sustain the size of its perp/options market. Spot buying/selling has been rendered irrelevant. Price is dictated by short term perp/options traders. E.G. your content used to be about investing - now it's all about trading.

IT’S TIME TO ACKNOWLEDGE AND ADMIT THE CRYPTO MARKET IS BROKEN! At some point we need to admit that something is structurally broken in the crypto market! 2025 was a year with all the necessities for a bull market. We had liquidity, We had a pro-crypto US government. We had ETFS. We had Saylor buying $1bn a week. We had DATs. We came off a low base (Biden and Harris) We had nation states and sovereign funds buying. We achieved scale. We have Gold, Silver, Nasdaq and Russell 2000 all at all-time highs. Even with all the above, we are ending 2025 lower and only 20% where we were with Biden. I’ve seen many theories, the “IPO moment”, “the trapped liquidity” , “the 4-year cycle” - but all of these seem like desperate attempts to justify a market that doesn’t make sense. So, what happens next? There are 2 options; 1. We discover what’s actually broken and who is selling. When we do, in hindsight it will be obvious! 2. We have the mother of all catch up trades! Because that’s how markets work. They can separate from where they are supposed to be for short periods but they always come back to equilibrium! My hope is for the latter. My bet is that we will soon find out what actually broke! Happy 2026!

@TheCryptoLark If the last few months have taught us anything it is that using historic data to project what BTC is going to do is fatally flawed.

Bitcoin is about to close one of its worst Novembers And historically, every red November has been followed by a red December. Will history repeat itself? What's your prediction for Bitcoin by the end of the year?

@cryptomanran @TeamYouTube @YouTube @YouTubeCreators @FefeDemeny Use of the word Bottom

Dear @TeamYouTube , @YouTube @YouTubeCreators ! We just got a warning on one of our YT channels. Once again we have no idea why. To a make matter worse, the warning came when @FefeDemeny made a video on this channel. You will recall that @FefeDemeny had his channel striked last week and eventually managed to get it back! There is clearly an issue with your system that is flagging or targeting his videos. I have reviewed the video and there is no "harmful or dangerous content". We have appealed and the appeal has been rejected!!!

@cryptomanran This did not cause the extreme conditions we saw on the 10/10. Atom did not go to zero on Binance because of this. Ethena USD did not lose its peg on Binance because of this. On the 10/10 the system broke or was broken! And we are still feeling the impact.

Here is a link to my quick 10 minute video that breaks this all down! youtube.com/watch?v=zmWTuO…

WE FINALLY KNOW WHY THE MARKET CRASHED ON 10 OCTOBER AND WHY IT JUST CANT BOUNCE! We never really understood why the big crypto crash started on October 10th and why we couldn't even get a single meaningful bounce! Today the answer seem simple! Let me break it down. 1. DAT's like MSTR, BMNR and others have been one of 2 big buyers that powered this cycle. 2. The DAT game is simple, you need to be the biggest so that you get into the big indices and when you do, passive index trackers are forced to buy large amounts of your stock. As they do you get bigger and get added to more indices, and so the cycle perpetuates. 3. On EXACTLY 10th October, MSCI , the world's 2nd biggest Index company published the below. They are questioning whether companies that hold crypto assets as their core business, should be considered as "companies" or "funds". 4. If they are "funds" they are not included in passive indexing. why, because this creates a circular loop. The fund buys assets , gets bigger and then is included in more indices and buys more assets. 5. The expected ruling will be announced on 15 January 2026 and if this does pass, the companies like MSTR will be automatically removed from all indices. 6. If this happens it would mean that all the pension funds, normal funds and all other passive index holders would dump their MSTR automatically. 7. It would also mean that going forward they would never be included and as such , one of the big reasons why they actually exist would disappear. 8 . Since DATs have been powering this cycle and have been most the buying pressure, the smart money saw this immediately after the 10TH of October announcement and positioned accordingly. 9. The 10TH of October wasn't a coincidence after all - It was smart money seeing a big risk to crypto and the current market structure. 10. The market will probably continue to dum until around the end of December and if the announcement is negative, we will get a huge dump in preparation for the removal from the indices. 11. On the other hand , if it is positive , the bull market is back!! I broke this down on a 10 minute video this morning and I will leave a link in the next tweet! If you enjoyed this analysis, please retweet and follow this account!

@TedPillows Based on the post and most of the replies it is clear that neither Ted nor the reply guys understand how a treasury company works. Share price below NAV = sell asset buy shares. Share price above NAV = sell shares buy asset. It is not complicated!

Ethereum treasury company FG Nexus sold $32,766,000 in $ETH. This is roughly 21% of its ETH holdings. More DATs are selling.

@benjamincowen Given that we have dropped from 126k to 88k already make all of this - is the top in discussion - kind of mute. If u were gonna sell then u missed the chance. The risk now is - that it was not the top and you panic sell here after a 38K price drop has happened already.

One sign of a cycle being over is when you get to "Extreme Fear" and no bounces occur. I would argue that the signs of the top being in continue to mount.

@TedPillows Selling the underlying asset to buy back shares when your shares are trading under NAV is smart portfolio management - it enhances shareholder value. It is not a comment on the value of a BTC or ETH treasury strategy.

This isn’t a good sign. 🚨 That’s the second Treasury company I’ve seen selling tokens. Sequan Bitcoin Treasury just sold $110,000,000 $BTC.