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allinonthechair
375 posts


@dotkrueger DCA always spot Bitcoin, but throttle up during the troughs and throttle down when it’s overheated. And never buy more than you can hold for at least 8 years. Stay away from leverage. Keep it simple.
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allinonthechair รีทวีตแล้ว

@HodlMagoo @saylor But he didn’t delete the Kratter posts… I’ll give him credit for sticking to it.
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@mikemcglone11 - education from @LawrenceLepard ... also, continue to study real -vs- nominal so you can regain some credibility. Bloomberg won't continue to employ you with just a bearish "mean reversion to $10k" narrative for Bitcoin if you don't understand basics.
Lawrence Lepard, "fix the money, fix the world"@LawrenceLepard
@QTRResearch crypto ex Bitcoin is worth zero. Bitcoin a subset of crypto is presently worth $1.25 Trillion. So there is roughly $860 Billion of crypto that can evaporate. Fixed it for ya…
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allinonthechair รีทวีตแล้ว

Bear market bottoms are a process, not an event.
First, price-sensitive investors capitulate. Then comes the harder phase: months of sideways action that slowly wear down the conviction of those who remain.
In our latest newsletter piece, @_Checkmatey_ examines the evidence suggesting Bitcoin may be experiencing a time-pain capitulation event, and what investor behaviour looks like during this phase of the cycle → newsletter.checkonchain.com/p/conviction-t…
Chart explainer:
The 200WMA Quantile measures where Bitcoin is trading relative to its 200-week moving average. Current readings sit in the bottom ~10% of all historical observations, a region only visited during the deepest stages of prior bear markets.

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allinonthechair รีทวีตแล้ว

Chart built on the paper's power law equations.
Data: BitcoinMagazinePro (daily, 2010–2026).
Coded by Claude Opus 4.8 (Anthropic).
My idea. Their math. Real data.
codepen.io/DC-BitMax/pen/…
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allinonthechair รีทวีตแล้ว

Bitcoin’s 4-Year Cycle Is Visible, But It Is Not the Signal
The 4-year cycle matters.
But it is not the engine.
Power law: R² = 0.9616
Full LPPL: R² = 0.9896
Current price stack:
Spot: ~$62K
P-10 floor: ~$63K
LPPL model value: ~$99K
Adoption power-law trend: ~$130K
Agree with Steven @moneyordebt.
Best Tool:
Power law for long-term floor.
Log-periodicity the rhythm around Trend.
Financial conditions the short-term price.
Spot near the floor means Bitcoin is not structurally broken.
Spot below LPPL value means the multiple is compressed.
Spot far below the adoption trend means liquidity, not adoption, is doing the damage.
The question is not:
“Where are we in the 4-year cycle?”
The question is:
“Are financial conditions expanding or contracting?”
Bitcoin does not move because four years passed.
It moves when liquidity hits an inelastic-supply asset.

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allinonthechair รีทวีตแล้ว
allinonthechair รีทวีตแล้ว

$BTC's Best Risk/Reward Is Hiding in Plain Sight.
Spot: ~$63K
P-10 floor: ~$63K
Model stack: ~$99K to ~$130K
Everyone wants the perfect entry.
Experienced investors know the mistake
Stepping over the $100 convexity bill to pick up the dime of perfect timing.
The bottom is unknowable and the asymmetric upside is clearly visible.

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allinonthechair รีทวีตแล้ว

I personally believe we actually bottomed at the Q1 power-law baseline.
The future will tell, but I feel very confident buying more at these levels.
This is what a asymmetric opportunity looks like in my books.
- Chart By @BitcoinPowerLaw

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allinonthechair รีทวีตแล้ว
allinonthechair รีทวีตแล้ว

Bitcoin WIPES OUT $504M Of Shorts As Korea PLUNGES 9% – Macro Monday x.com/i/broadcasts/1…
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Strategy has acquired 1,550 BTC for $101 million to increase our $BTC Reserve to ₿845,256. We have also increased our USD Reserve by $100 million to $1.0 billion. $MSTR $STRC strategy.com/press/strategy…
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$BTC WEEKLY
We have potential bullish divergence coming out of oversold RSI. Need this week to close with a clear elbow up on price and RSI.
If this happens, we have the second confirmed bullish divergence ever on the weekly chart - the first was FTX.
This is only the 4th time it has hit oversold on the weekly chart.

The Wolf Of All Streets@scottmelker
$BTC WEEKLY Bitcoin has officially revisited the 200 MA after breaking down from the 50 MA. It has risen from $55K when I first posted this to $62K. It has only traded below it for one stretch in history - June 2022 to March 2023. Every other cycle, this was the bottom.
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