Raj Ramamurti

Plaid collection day! After months of waiting, I finally took delivery of the most advanced car on planet A, the Tesla #ModelSPlaid . Thank you @elonmusk and @Tesla for building this amazing machinery while furthering the cause of a sustainable future for all humanity.

@zarkokorica @0xReflection I’m afraid that’s the whole agenda. Whichever way this plays out, this account will cite an appropriate post and claim that they called the move.

@0xReflection whats the agenda in confusing us and changing stances?

This PA exposes how desperately bears are trying to short this trend Quit it, you won't succeed anyway

@BitcoinArchive Sweep of the liquidity at $66k is the first move.

Bitcoin has a large short liquidity cluster above $74K. Funding is negative. Short squeeze coming.

@TheBigCycleGame Are you arguing that a fundamentally weaker employment and macro backdrop would somehow be bullish for Bitcoin? It would certainly make 2026 different from previous midterm years but not in a positive way.

“Always.” Based on what - three midterm years under historically unique QE conditions that never experienced the end of a Business Cycle or a recession? Narrative may follow price. But price also follows macro. And macro has fundamentally changed. 2014, 2018, 2022 - all midterm years where the economy was functioning. Jobs at 200-500k/month. No recession signals. 2026: Jobs at 60K/month average. 13 consecutive months of downward job revisions - something that has never happened outside of a recession. Job creation levels where historically, recessions were already running. “Always” assumes the pattern holds under all conditions. But Bitcoin has never experienced what comes next. Maybe midterm years are bearish for Bitcoin. Or maybe this time, the macro backdrop creates an entirely different scenario - one that “always” hasn’t been tested against yet.

@Bobby_1111888 Truth is no one knows but it’s an easier bet to believe that previous patterns will repeat, hence the majority thesis that more downside awaits. The burden of proof necessarily lies with those that believe this time will be different.

I don’t claim to know everything, but one thing I do know is that markets may rhyme, but they rarely deliver exact carbon copies of the past. What I’m seeing right now is a majority leaning toward a repeat of 2022, expecting the same playbook to unfold. All I can say is that I was there, I lived through every moment of it alongside many of you, and, in my opinion, this isn’t going to play out the same way it did four years ago. Take that for what it’s worth. Cheers. ⚒️⚒️⚒️

@TheWarMonitor Not so subtle is more like it.

Many are reading W. Bush’s Presidents’ Day message as a subtle swipe at Trump, after he praised George Washington’s humility, respect for democratic norms and willingness to relinquish power.

@QuintenFrancois This is a measure of which generation controls wealth. Boomers who have the highest net worth understand and prefer gold especially during uncertain economic and political times like the present, and this is reflected in the dominance of gold over its digital counterpart.

Bitcoin has never done this before 🚨

@mikealfred Sub $40k is the bear camp consensus but I have a sneaking suspicion that you were looking for a target in the other direction.

If Bitcoin can go from $97,000 to $66,000 in only a month, how far do you think it can go by July?

@mikealfred Well, Willy Woo says we’re in a bear market and heading a lot lower. I understand your long-term view may not care, but it’s hard to ignore the bearish views of the likes of Woo.

When Bitcoin is $1M per coin, do you think it will have been a good decision to not buy Bitcoin at $69,000 because you thought it had to go to $58,000 because some 23 year old chart squiggler with zero real word experience said so?

@willywoo @bradmillscan @BitcoinArchive @HenrikZeberg this take is in stark contrast to your thesis that a melt-up is still in the works. What say you?

@bradmillscan @BitcoinArchive Equities haven’t even turned bearish yet. BTC typically leads SPX into bear markets. Then everything goes risk off.

Willy cops a lot of flak, but he called this one perfectly. Dont say you weren’t warned. 🫡 @willywoo

@mikealfred As the saying goes, the market is always right. BTC is valued as a risk asset, not the place to park wealth given the significant headwinds from economic and political uncertainty. Precious metals are seen as a safe haven in the same environment, hence the disparity.

I stayed up all night and re-underwrote Bitcoin using 46 different methods. The process was arduous but worth it. The average result implies that Bitcoin should be worth approximately $172,000 right now, an undervaluation of 95%. The discrepancy between BTC and metals is extreme.

@QuintenFrancois Hard to argue that it wasn’t. Price action tells the true story as every bounce gets sold.

“What if $126,200 was the cycle top”

@BitcoinArchive A setup that will only get more “attractive” as the ratio disparity grows.

JUST IN: Gold reaches an ATH $35 trillion market cap Bitcoin/gold parity price = $1.7 MILLION Once-in-a-lifetime setup 🔶

@DonnyDicey Smart money knew that was the cycle top and exited. Mean reversion unlikely as every bounce is likely to be sold.

What do you think really happened on 10/10? Mean-reversion likely or unlikely? MSTR | BTC

@charliebilello This post will be a good one to revisit toward the end of the year when this economy is deep in the throes of a recession.

Jerome Powell has 3 meetings left as Fed Chair: Jan 28, Mar 18, Apr 29. Markets now see zero rate cuts in those meetings. The attacks will only escalate, but the data doesn't justify easing. Powell should hold the line. Video: youtube.com/watch?v=OzwZFw…

@charliebilello Looking at this, one might conclude we were in a bear market.

% Below 52-Week High Google: -4% Apple: -4% S&P 500: -4% Gold: -7% Microsoft: -9% Amazon: -14% Nvidia: -15% Tesla: -18% Palantir: -19% Meta: -25% Bitcoin: -27% Ethereum: -38% Coinbase: -42% MicroStrategy: -62% Dogecoin: -67% Fartcoin: -90% Trump Coin: -91% Melania Coin: -99%

@bitcoinarchive Right. This from the company whose CEO insisted Bitcoin was a ponzi scheme. Don’t be in a rush to take this to the bank, no pun intended.

JUST IN: 🇺🇸 JPMorgan predicts $170,000 bitcoin within the next 6 to 12 months 🚀

@bitcoinarchive The mean return is skewed by the 450% return in 2013 which is a clear outlier. Median is a better indicator and that’s below 9% for the month.

Bitcoin’s most bullish month just began Avg November return: +42.51% 📈 Buckle up 🟧

@CyclesWithBach Is your price target for this cycle still $130-140k or have you revised it? What about the tentative timeframe for the top?

UPtober doing amazingly so far 🚀 Bitcoin average return the next three months is 40% That puts us above $150,000 in December 🚀

@bitcoinarchive Hey @grok please explain the risk posted by quantum computing and HNDL to the blockchain network and data privacy.

JUST IN: 🇺🇸 Federal Reserve Bitcoin study warns that future quantum computers could expose past transactions. Calls for urgent adoption of quantum-resistant security. ⚡

@charliebilello @grok where does real estate as an asset class rank on this leaderboard?

Last 10 Years... Bitcoin $BTC: +50,444% NVIDIA $NVDA: +32,065% Tesla $TSLA: +2,678% Microsoft $MSFT: +1,223% Netflix $NFLX: +991% Apple $AAPL: +946% Amazon $AMZN: +755% Meta $META: +697% Google $GOOGL: +665% S&P 500 $SPY: +311% Gold $GLD: +231% US Inflation (CPI): +36%