Root 🥕

#Bitcoin On-chain & Cycle analyst.
Supported by @BitcoinMagazine & @Roxom.
Building the Bitcoin Strategy Platform & Newsletter.

[Root 🥕 @therationalroot]

✅ Crossed the 100k ring! 🚀 #Bitcoin

[Root 🥕 @therationalroot]

@stephanlivera 🎯

[Root 🥕 @therationalroot]

@ODELLXYZ @randallmchodl Iran doesn't have a money printer?? I would say dollarized countries.

[Root 🥕 @therationalroot]

@ODELLXYZ yeah, it doesn't prevent all bad governance, but it does constrain it, especially in cases like this, where the government starts deciding things for people "for their own good".

[Root 🥕 @therationalroot]

@borjamartels @roxom 7.25%, no rehypothecation, no maturity. 🔥

[Roxom TV @RoxomTV]

🟠@therationalroot JUST PUT A DATE ON THE BITCOIN BEAR MARKET

"I actually expect this bear market only to last four more months or so at most."

[Root 🥕 @therationalroot]

@r0ckstardev @roxom @RoxomTV @TheRational @asjwebley @Kosanovic_V

[Root 🥕 @therationalroot]

@roxom @RoxomTV @TheRational @asjwebley @Kosanovic_V correct handle is @therationalroot 😉

[Roxom @roxom]

@therationalroot on @SpaceX IPO.
"Bullish on @SpaceX in the long term".

[Jeff Walton @PunterJeff]

In the last 5 weeks, the US Bitcoin ETF's on NET sold 79,284 Bitcoin.

@Strategy sold 32 Bitcoin, and accumulated 26,387 in the same horizon.

@Strategy was a net buyer of 26,355 Bitcoin, accumulating 33% of the net outflows from the Bitcoin ETF's.

[Root 🥕 @therationalroot]

Read the latest Bitcoin Strategy newsletter: Bottom Prediction & Low Consolidation Phase.
Are treasury companies dampening the bottom? 👇
https://t.co/bSa5PQARCb

[Root 🥕 @therationalroot]

Low Consolidation phase reached, historically one of the best entry zones. #Bitcoin

[Root 🥕 @therationalroot]

@scottmelker @CapQka @CryptoKaleo Where does the yield come from: https://t.co/9804jG7UmF

[Root 🥕 @therationalroot]

Bitcoin treasury companies borrow fiat to buy #Bitcoin. Fiat inflates, Bitcoin holds. That’s the yield.

[Root 🥕 @therationalroot]

I agree there's an overlap in recipe, and therefore I can't say this is without risk, but the risk protection strategy has compared to Luna is enormous. They don't have to defend a peg, can defer dividends, and have a balance sheet to sit out the thesis. In the end it comes down to, will fiat inflate and BTC appreciate on a long enough time frame.

[Root 🥕 @therationalroot]

@ShaunRy29620415 @A_Life_Shared You can apply that logic also to the 7.25% which would make it a ~3.6%.

[Root 🥕 @therationalroot]

An absolute big day for Bitcoin lending infrastructure. BTC-backed liquidity at 7.25% APR, no rehypothecation, open-ended, and no need to sell your Bitcoin. 👏

Long-Term Holder selling this cycle has been one of the main reasons that constrained price. A lot of selling is simply liquidity-driven. Bitcoiners need easy and attractive ways to borrow against their Bitcoin and access to Bitcoin-denominated markets.

[Roxom @roxom]

Introducing the Roxom BLOC (Bitcoin Line of Credit).

Your Bitcoin stays exactly where it is. The liquidity comes to you.
Open-ended. No rehypothecation. No prepayment penalty.
Credit, rebuilt around Bitcoin.

Open the line. Keep the Bitcoin.

Only on @roxom

[Root 🥕 @therationalroot]

It's good to be critical, but this might have been the first product post (besides my own platform) I have done in 10 years of providing insights. Not for money, but because I think these types of products are needed.

From a February newsletter, well before Roxom started sponsoring me:
"Borrowing against BTC remains expensive and constrained compared to traditional assets. However, with efforts to reverse policies like Choke Point 2.0 and regulatory clarity from legislation such as the Clarity Act, the foundation for more open banking access and lending infrastructure is forming."

[Root 🥕 @therationalroot]

@A_Life_Shared I think these rates are extremely attractive compared to what's out there. Most are well above 10%.

[Root 🥕 @therationalroot]

@Apocaron *partial liquidation back to 65%LTV. And one can one can overcollateralize. But it's obviously not risk-free.

[Root 🥕 @therationalroot]

@MotorcycleLATM Roxom is a sponsor of my work, and I do have an affiliate code with them: ROOT. But I don’t make money from promoting this specifically, my view here is sincere.