Skylark Digital Assets

Proprietary Quant Liquidity Research | Financial Liquidity Proxy • Institutional Macro Analytics | Proprietary Trading Firm | Not Financial Advice

[Skylark Digital Assets @SkyDigitalCEO]

$TSLA

[Skylark Digital Assets @SkyDigitalCEO]

@Epsteintopia @Nick66112 @shahh I didn't mention either of those things

[Skylark Digital Assets @SkyDigitalCEO]

@DefiWimar What a great movie

[Skylark Digital Assets @SkyDigitalCEO]

$OILK and #US10Y are easing, but bitcoin:native still lags $SPY . Bitcoin may be signaling that underlying funding conditions remain tighter than headline risk sentiment suggests, despite improving macro optics.

[Skylark Digital Assets @SkyDigitalCEO]

@antibearthesis But what is their growth rate

[Skylark Digital Assets @SkyDigitalCEO]

Lack of movement cannot define abandoned property. it was never abandoned because it remains on the same blockchain it always has been. There is nowhere for it to travel to or from. I can conciously choose to not move my assets for years and still be watching the public wallet address everyday and be aware of its existence. The definition of abandoned in this case is completely arbitrary. what if i don't sell my stocks 10 years, are they abandoned? Also bitcoin is not domiciled in NY, one state or entity can possibly grant permission of ownership to a network that is everywhere. Should really gfile a counter class-action lawsuit on conspiracy to commit grand theft

[Skylark Digital Assets @SkyDigitalCEO]

@juriwatanabe_ Thanks for taking the time!

[Juri 渡邉珠理 @juriwatanabe_]

世界最大のビットコイン・カンファレンス「Bitcoin 2026」で敢行した“1分間インタビュー”シリーズの第5弾！

今回のテーマは「数字が導いた、ビットコインへの確信」。
カンファレンスでは出展企業の方々と話すのも有意義ですが、私が何より大好きなのは、
一般参加者の皆さんと触れ合うことです。

今回出会ったのは、長期流動性（Long-form liquidity）の研究を行っているマイケル・ピエールさん。
ビットコインへの入り口は、理論、文化、あるいは自由の希求など人それぞれですが、
マイケルさんの場合は「数字」そのものが彼をビットコインへと導きました。
数字のプロが魅了された、その圧倒的なロジックとは？

マイケルさん、ブースに立ち寄っていただきありがとうございました！Go Bitcoin！

@SkyDigitalCEO
#bitcoinstories

[Skylark Digital Assets @SkyDigitalCEO]

@QuintenFrancois You mean the one Raoul literally said would inevitably decouple over and over but y'all didn't care until it did. & when it re-syncs y'all will be silent

[Skylark Digital Assets @SkyDigitalCEO]

The key 24-hour macro event is renewed optimism around a potential U.S.-Iran peace path, even as oil remains elevated. S&P 500 futures were up about +0.3% this morning, while Brent crude traded near $104.88 and $WTI near $98.08, keeping inflation and funding-risk pressure alive despite the risk-on equity tone. The U.S. 10Y yield held near 4.58%, leaving liquidity transmission still constrained.

$BTC is trading around $77,366, slightly positive on the day, but still not showing meaningful relative strength versus equities. $BTC remains more fragile than the S&P futures tape implies, which keeps the $BTC/#SPX synchronization signal mixed: #equities are reacting to peace optimism, while #Bitcoin still appears more sensitive to the underlying rate/oil/#dollar #liquidity drag.

The main read is that #macro relief is improving surface risk appetite, but not yet loosening funding conditions decisively. Elevated oil and 4.5%+ 10Y yields keep real-economy liquidity transmission under pressure. If Bitcoin continues lagging while equities rise, that divergence supports the idea that BTC is reflecting liquidity stress earlier than equities.

[Skylark Digital Assets @SkyDigitalCEO]

@SimplyBitcoin This is what you want. It means the zeitgeist is not yet convinced i.e. you're still not late to the secular adoption trend.

[Skylark Digital Assets @SkyDigitalCEO]

Skylark Digital Assets will be attending BFC in NYC on June 26.

We look forward to connecting with Bitcoin treasury companies, allocators, funds, family offices, miners, and institutional infrastructure providers.

SkylarkOS is designed to provide liquidity-cycle intelligence, global funding-condition context, and macro-regime analysis for digital-asset decision-makers.

#Bitcoin #DigitalAssets #BitcoinTreasury #Macro #BitcoinforCorporations #Metaplanet

[Skylark Digital Assets @SkyDigitalCEO]

May 21st, 2026: #Oil back above $100 lifted #yields and tightened #liquidity conditions. #SPX #futures fell 0.35% while #BTC ($77.2K) remained weaker than GFC conditions imply, reinforcing #Bitcoin’s role as an earlier-warning liquidity asset versus #equities

[Skylark Digital Assets @SkyDigitalCEO]

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[Skylark Digital Assets @SkyDigitalCEO]

Bitcoin still looks macro-supported, but the research point here is not a trade recommendation — it’s regime context.

Weekly FLI remains elevated relative to the 2022–2023 lows, which suggests the current environment does not resemble a structural liquidity breakdown.

But the slope has softened.

A high liquidity level can provide support.
A rising liquidity impulse provides fuel.
BTC appears to be digesting the prior liquidity expansion rather than collapsing alongside liquidity. The 3M % delta spread has moved from a long positive phase toward neutral/slightly negative, implying BTC has started to re-accelerate relative to liquidity — but not yet in an extreme way.

[Skylark Digital Assets @SkyDigitalCEO]

May 18: BTC continues lagging Global Funding Conditions-implied momentum as yields, dollar strength, and firm oil pressure liquidity transmission. Bitcoin may again be discounting weakening macro conditions earlier than equities despite structurally supportive ETF and treasury flows.

[Skylark Digital Assets @SkyDigitalCEO]

May 17: BTC continues lagging equities as oil, yields, and dollar funding stress tighten liquidity conditions. Bitcoin may again be front-running weakening macro transmission before broader equity markets fully reflect deteriorating funding conditions.

[Skylark Digital Assets @SkyDigitalCEO]

May 16: Oil + yields are tightening global funding conditions as BTC slips below $80K. Bitcoin is diverging negatively from equities again, potentially signaling liquidity stress and transmission weakness earlier than SPX.