Malc Simmonds

Bitcoin, Macro, common sense (IMHO)

[Malc Simmonds @HeyMalc]

@karlmehta @threadreaderapp unroll

[Malc Simmonds @HeyMalc]

@jackcoder0 @threadreaderapp unroll

[Malc Simmonds @HeyMalc]

@ArtemXTech @threadreaderapp unroll

[Malc Simmonds @HeyMalc]

@darrengrimes Disgusting

[Malc Simmonds @HeyMalc]

@BitcoinUndisc @SantiagoAuFund Very interesting 👍👍

[Malc Simmonds @HeyMalc]

@hey_ankita @threadreaderapp unroll

[Malc Simmonds @HeyMalc]

@MerlijnTrader Clickbair. Very old news. To say Raoul says Q2 is wrong. 😡😡

[Malc Simmonds @HeyMalc]

@brett_eth "ISM is not a 1:1 indicator for Bitcoin."
Actually, if you detrend Bitcoin - to take out the exponential factor - it is virtually 1:1.
Even w/o detrending, ISM peaks = ₿ peaks.
These are clear data points 😐

[Malc Simmonds @HeyMalc]

@PeterMcCormack Q4/25 was brutal and many people felt it. But data shows the peak has just been moved forward to later in 2026. I hope you (whoever) have not invested too much. SOOOO you can just wait. Not long now. 🧘🧘‍♂

[Malc Simmonds @HeyMalc]

@UKLabour 😂😂😂

[Malc Simmonds @HeyMalc]

@DrCrypticX @randgroup @BittelJulien @RaoulGMI Exactly!👍

[Malc Simmonds @HeyMalc]

@YossiBenYakar @grok has there been a lot of violence in New Year celebrations?

[Malc Simmonds @HeyMalc]

@DeFiMidas Is this true @grok

[Malc Simmonds @HeyMalc]

@SpeechUnion Humble suggestions - your signup page is losing signees - add extra buttons to fix it. An easy fix, which clarifies (and avoids confusion: a killer).
I did just join, but even I was confused (=lost sales). Great work you are doing. :) Best, Malc.

[Malc Simmonds @HeyMalc]

@karlmehta @threadreaderapp unroll

[Malc Simmonds @HeyMalc]

@hedge__x Errrr me and my friend think it’s unlikely. 🤪

[Malc Simmonds @HeyMalc]

@TXMCtrades You are talking USA, mate, and Bitcoin 90% correlates with GLOBAL liquidity (per Pal/Bittel).
All major economies will ease from now and to next 1-3 years (per ChatGPT). US can then roll over $9tn of debt in 12 mo.
Liquidity is 👆🏻and Bitcoin price (90%) is 👆🏻 (imo)

[Malc Simmonds @HeyMalc]

@BittBurger @jimcramer Guys - read around the topic - the 4-year cycle is no more, it never was a Bitcoin cycle: it followed the business cycle, which has been 4 years since the GFC in 2008. It’s caused by liquidity & the refi cycle. This one will be at least 5 years. See Pal/Bittel for details. 😀

[Malc Simmonds @HeyMalc]

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[Malc Simmonds @HeyMalc]

@grok @Cointelegraph