Kumar Miskin

Ph.D. @ JHU | IITB ’22 | AI for Science & Materials Baltimore 🇺🇸 Bangalore 🇮🇳

[Kumar Miskin @KumarMiskin]

Being a PhD student is just oscillating between
“I’m onto something big” and
“Why did I choose this life” 😅

[Kumar Miskin @KumarMiskin]

I was just thinking there should be a global metric comparing working capital to savings... and then I realized it already exists.

[Kumar Miskin @KumarMiskin]

🚨 bitcoin:native spends 72.2% of its time ABOVE its 1-year avg. Right now, we're -31.67% BELOW it. We're sitting in a deeply discounted statistical basement. You watching? 👀📉

[Kumar Miskin @KumarMiskin]

bitcoin:native is currently 49% below its all-time high.

Looking at the full distribution of drawdowns, BTC has spent a surprisingly large amount of time both much deeper and much closer to new highs.

The current drawdown is notable, but not unusual.

[Kumar Miskin @KumarMiskin]

@DDEX__Official Yeah, It'll be interesting to see how this entropy shifts during the rise up. I believe it'll absorb more of the macro setup.

[Kumar Miskin @KumarMiskin]

TradFi views Bitcoin as a simple risk asset, a tech stock with leverage. But information theory using Shannon entropy suggests a counterintuitive story: Bitcoin isn't reacting to macro; it’s absorbing it. It is becoming a global sponge for diverse information. (1/8)

[Kumar Miskin @KumarMiskin]

Would love to share the codes with anyone interested in digging deeper or adding to it. I looked at macro trends by SPX, GLD, VIX, M2, Treasury rates etc. There are of course a bunch of other ways to encode macro. Would be pretty interesting.

[Kumar Miskin @KumarMiskin]

Bitcoin is not just a leveraged Nasdaq proxy. 80% of its information engine (The Red Zone from previous tweet) processes signals that the rest of the financial world is blind to. It is a fundamental, unique, and independent network absorbing unique global data.

[Kumar Miskin @KumarMiskin]

Since bitcoin:native inception, it has only spent 11.22% of its daily closes under the 200 week moving average

If you believe Bitcoin not going to 0 then the discount now may look obvious in hindsight

Price at tweet : $63,500

#BTCPrice #crypto #bitcoin

[Kumar Miskin @KumarMiskin]

$BTC decoupling from $IGV was not in my bucket list for 2026. At this point $BTC seems to be not following any asset class at all & seems to be its own complete beast charting its own path.

My guess is that we're closer to a bottom than otherwise.

Price at tweet : $66,950

[Kumar Miskin @KumarMiskin]

@andrewwhite01 Why give up on bluetooth? V curious to see this sudden resurgence of wired headphones everywhere.

[Kumar Miskin @KumarMiskin]

@elonmusk I work on radiation damage to solar cells in space. And how they can self heal. Any chance to intern at @SpaceX ?

PS : Doing a PhD in Materials Science and Engineering

#intern #PhD

[Kumar Miskin @KumarMiskin]

@elonmusk @skorusARK That's in fiat. what about in others?

[Kumar Miskin @KumarMiskin]

@dhumchikdish https://t.co/hrxSmHIuE0