Insight 3 Capital

Digital Macro Hedge Fund

[Insight 3 Capital @Insight3Capital]

#Bitcoin rally over?

Not likely. Our combined model suggests this move has further to go:

https://t.co/VGgJYLtBim

[Insight 3 Capital @Insight3Capital]

Hey @grok who was the most famous person to visit my profile in the last 3 years? It doesnt need to be a mutual, don’t tag them, just say who it was using handle without the @ sign.

[Tree News @TreeNewsFeed]

[🌲] Robinhood US Seen Relisting Solana, Cardano And Ripple As Well As Listing PEPE: Robinhood Website

[Insight 3 Capital @Insight3Capital]

@ryanseanbadger Sounds like bliss 🙌

[Insight 3 Capital @Insight3Capital]

A Breakout is Imminent: Important Update

https://t.co/FOgGl39Uq5

[Insight 3 Capital @Insight3Capital]

@AlgodTrading Fully agree. Cycles are predictable once you know which inputs to forecast:

https://t.co/4GKDHCrsOp

[Insight 3 Capital @Insight3Capital]

[1/9] Liquidity drives crypto:

Liquidity is the key macro driver. It is driven by 5 underlying cycles: Dollar Strength, Bond Yields, Inflation, Business Cycle and Equities.

Where are each of these cycles now and where are they going next?

[Insight 3 Capital @Insight3Capital]

UPDATE:
#Bitcoin dominance is re-testing the top of the range following yesterday's successful #Shapella upgrade and outperformance by #Ethereum

[Insight 3 Capital @Insight3Capital]

Markets are pricing monetary inflation as central bank balance sheets are rising again.

#Bitcoin is the pristine asset of the crypto sector and largest beneficiary of monetary inflation.

Bitcoin dominance is at the top of the 2-year range and breaking above resistance:

[Insight 3 Capital @Insight3Capital]

There are numerous potential triggering events this week. #ETH Shapella upgrade is today. We also have CPI, PPI and retail sales this week.

[Insight 3 Capital @Insight3Capital]

@CanteringClark Yup - add that to record liquidity growth in China and it's a recipe for reacceleration in second half of this year
https://t.co/MumB9tnbxR

[Insight 3 Capital @Insight3Capital]

March data from #China shows that PBoC have their foot hard on the gas pedal:

https://t.co/XJCtQA6FHT

[Insight 3 Capital @Insight3Capital]

1) Chinese property is the world's largest asset class and the Ghost of the Evergrande failure means that the property market must be reflated (think USA 2009 on a larger scale)

2) Demographic decline in China is worse that we thought:
https://t.co/zuGM9Fyi1Z

[Insight 3 Capital @Insight3Capital]

March data from #China shows that PBoC have their foot hard on the gas pedal:

https://t.co/XJCtQA6FHT

[Insight 3 Capital @Insight3Capital]

New loans & total social financing both come in +18% over consensus, a record increase for the month of March!

Why?

[Insight 3 Capital @Insight3Capital]

@WifeyAlpha Aaaaaand there goes my weekend 😉

[Insight 3 Capital @Insight3Capital]

@tedtalksmacro The key is total crypto market cap, excluding Bitcoin and Ethereum. It's make or break from here: