Macro Edge

On-chain & macro signals for Bitcoin. Daily charts, no hype, no shilling. I track what smart money does so you don’t have to. Not financial advice.

[Macro Edge @MacroEdge_BTC]

Nobody knows what price Bitcoin will hit next week, and the people acting like they do are usually selling something.

I pull the on-chain and macro signals that actually move the needle, and break them down daily.

[Macro Edge @MacroEdge_BTC]

@APompliano @cfosilvia Hey Pomp, Assets on platform is misleading. All it takes is to say you have a certain amount of a stock and boom you have assets. I think you need a better kpi to show growth rather than a metric that can be easily inflated

[Macro Edge @MacroEdge_BTC]

@DylanLeClair Any threat to meta planet stock with more btc options for Japanese investor’s?

[Macro Edge @MacroEdge_BTC]

@BitcoinArchive As @jvisserlabs always says price leads narrative

[Macro Edge @MacroEdge_BTC]

Bitcoin miners aren’t a monolith anymore.

Over the past year, while Bitcoin fell hard, the miners split in two:

The ones that pivoted to AI data centers — Hut 8, Riot — soared.

The pure-play — MARA — sank.

Same sector. Opposite outcomes. The AI pivot is the dividing line.

[Macro Edge @MacroEdge_BTC]

Bitcoin fell 52% from the October top.

Long-term holders responded by adding 2M+ BTC — supply held is near an all-time high.

One of these lines is noise. The other is the trend.

Every cycle, weak hands hand their coins to strong ones. Where do you think we are in that handoff?

[Macro Edge @MacroEdge_BTC]

Strategy just sold 3,588 BTC — its largest sale ever.

Bitcoin’s response? It went up.

Price climbed from ~$59K toward ~$64K over the exact stretch Saylor was selling. The market absorbed $216M without blinking.

#Bitcoin doesn’t need MSTR. MSTR needs Bitcoin.

[Macro Edge @MacroEdge_BTC]

Bitcoin’s price is chaos. The network isn’t.

Every ~10 minutes, another block — bull or bear, holiday or crisis. No CEO. No off switch. No days off.

950,000+ blocks. ~99.98% uptime. Since 2009.

The price is the noise. The block is the signal.
#Bitcoin

[Macro Edge @MacroEdge_BTC]

Bitcoin is down ~50%. So why does it look strong?

Because everything else fell harder.

BTC’s share of the crypto market is holding near 57%.

When fear hits, money doesn’t rotate into alts. It consolidates into Bitcoin.

That’s the bear-market tell.
#Bitcoin

[Macro Edge @MacroEdge_BTC]

@Cointelegraph Who’s buying those shit coins. This graph tells you. NO ONE

[Macro Edge @MacroEdge_BTC]

@zerohedge I’ve learned it always more profitable to be a contrarian than follow the crowd.

[Macro Edge @MacroEdge_BTC]

@RosannaInvests Love this. Basically continue to buy unless it goes below $29k

[Macro Edge @MacroEdge_BTC]

@1MarkMoss @saylor base case is 21% per year for the next 21 years. If that is that case it will outperform every other asset.

[Macro Edge @MacroEdge_BTC]

@adam3us I agree. Bitcoin must remain immutable.

[Macro Edge @MacroEdge_BTC]

The number of wallets holding Bitcoin continues to grow.

Adoption doesn’t care about the chart.

More wallets hold BTC today than ever — and it continued climbing through the drawdown.

Price is a cycle. Adoption is a trend.
#Bitcoin

[Macro Edge @MacroEdge_BTC]

@100trillionUSD @BlockHorizonIO Just have to be patient and have a low time preference.

[Macro Edge @MacroEdge_BTC]

Stack sats. Focus on your craft.

You don’t need to call the top or time the bottom.
Earn more, buy consistently, and get better at what you actually do.

Time and discipline do the heavy lifting. The rest is noise.

Boring compounds.
#Bitcoin

[Macro Edge @MacroEdge_BTC]

Most watch the price, but they should watch realized price.

Realized price = what the whole market actually paid, on average. Bitcoin’s true cost basis.

When price falls below it, the average holder is underwater — historically near bottoms, not tops.

#Bitcoin

[Macro Edge @MacroEdge_BTC]

@saylor Bitcoin’s Game theory will always incentivize the best result for the long term.

[Macro Edge @MacroEdge_BTC]

Bitcoin is ~52% off its October high. Painful — but mild by its own history.

Every past bear fell at least 77%. The 2011 crash hit 94%.

Two honest reads: the drawdowns keep shrinking as Bitcoin matures, or the deepest leg hasn’t come yet.
The data won’t tell you which.
#Bitcoin

[Macro Edge @MacroEdge_BTC]

The week in Bitcoin, by the numbers.

Price near a 12-month low. Sentiment stuck in fear. ETFs just had their worst week on record. Strategy’s STRC hit a new low.

And yet — long-term holders kept accumulating and the network ran steady.

Weak hands out. Conviction in.