deeptendies ⚡

Independent analyst tracking global macro, equity valuations, and crypto on-chain flows. Here for the data and deep value. Not financial advice. DYOR. (150 char

[deeptendies ⚡ @deeptendies]

@SpachusAus Would be good to see an analysis of NZ and Canadian Housing markets and the similarities and differences between those markets and Aus market.

[Sweet Candy @Sweetcandy_1004]

Bitcoin Holds Near The Price That Formed The Previous Bottom Here, The Price Rebound Is The Section With Big Yields 🚀🚀
$BTC

[deeptendies ⚡ @deeptendies]

If you want to know what Bitcoin's big players are doing right now, look at the Accumulation Index via https://t.co/gfqVLFWByx.

After months of heavy distribution during the peak, the index has officially crossed back above the 50% line into green accumulation.

A few key takeaways from the chart:

Whales are buying: The expansion of the waves on the right shows that the largest cohorts (1k+ BTC) are actively building positions again.
Re-accumulation structure: Historically, when this score flips green during a correction, it indicates a transition from retail panic selling to long-term absorption.
The Local Floor: While smaller cohorts have been hesitating, the humpbacks have stepped in to absorb the supply.
This looks less like a cycle top and more like a classic mid-cycle reset.

[Sweet Candy @Sweetcandy_1004]

@FrankAFetter Bitcoin🚀
https://t.co/Zyu5FkVz5x

[Dume @gietzschean]

>Be Elon
>Get bullied so badly as a kid that you end up in the hospital
>Escape into books
>Read more than 8hrs a day
>Teach yourself programming
>Sell a video game at 12
>Leave South Africa
>Sleep on couches
>Work odd jobs
>Get into America
>Build a startup
>Get fired from your own company
>Start over
>Build another company
>Merge it into PayPal
>Get removed as CEO
>Your company gets acquired
>Walk away with nearly $180 million
>Instead of retiring at 31, put almost all of it into three impossible ideas: Electric cars, Solar energy, Rockets
>People tell you you're insane
>Start a rocket company with no aerospace degree
>Learn rocket science from textbooks
>First rocket fails
>Second rocket fails
>Third rocket fails
>Divorce
>Public humiliation
>Cash running out
>One launch away from bankruptcy
>Launch anyway
>The fourth rocket reaches orbit
>NASA signs a contract
>Survive
>Tesla is weeks from collapse
>Save it at the last minute
>Get mocked for wanting reusable rockets.
>Land one.
>Then another.
>Then dozens.
>Turn science fiction into engineering
>Get mocked for betting on EVs
>Turn electric cars into status symbols
>Force the entire auto industry to follow
>Build the most valuable car company in history
>Launch astronauts into orbit
>Create a global satellite internet network.
>Buy Twitter
>Fire most of the staff
>Rename it X
>Walk into politics
>Risk your reputation
>Risk your companies
>Risk your fortune
>Become one of the most polarising people on Earth.
>Get attacked by the media, politicians, competitors, and activists
>Keep building anyway
>Become a TRILLIONAIRE

[deeptendies ⚡ @deeptendies]

@TheRealDrip2Rip Greatwork @TheRealDrip2Rip , Can you add multi-timeframe, so we can view on lower time frame charts but fix to 4hr or daily TF etc ?
Cheers

[terminally onλine εngineer @tekbog]

AI companies with software engineers

[Nutty @NuttyCLD]

This table clearly highlights the strengths and weaknesses of organic, silicon, and glass materials when used as interposers or substrates.

[deeptendies ⚡ @deeptendies]

@Jacobsklug @openclaw @Lovable OS

[More Crypto Online @Morecryptoonl]

Trading mindset improves when patience is treated as an active skill, not a passive one. Waiting is not the absence of decision making. It is a deliberate choice to preserve clarity until conditions align. Many traders act too early because waiting feels unproductive. In reality, patience is often the decision that protects capital and focus. When waiting is respected as part of the process, fewer mistakes are made and confidence stabilizes.

[deeptendies ⚡ @deeptendies]

@free_ai_guides Engineer

[deeptendies ⚡ @deeptendies]

@Motion_Viz 2026

[deeptendies ⚡ @deeptendies]

@KobeissiLetter the chessboard gets shuffled again

[The Kobeissi Letter @KobeissiLetter]

This is absolutely insane:

Venezuela currently has 303 billion barrels of crude oil reserves, which Trump says the US now controls.

Oil prices are trading at ~$57/barrel, making Venezuela's total reserves worth $17.3 TRILLION.

Even if the US sells this oil for HALF of the market rate, that's still $8.7 TRILLION.

In other words, in 12 hours, the US has gained control of oil reserves worth more than the entire GDP of ALL countries in the world, aside from the US and China.

That's 4 TIMES larger than the GDP of Japan.

Most people do not realize how much the world just changed.

Oil markets will react to this news for the first time on Sunday at 6 PM ET.

The next few days will be critical.

[plur daddy @plur_daddy]

Quick and dirty thoughts on Venezuela.

1. 650-750k barrels/day that went to China will be entering world markets, possibly shipped up to US gulf coast for refining as refineries there are built to handle heavy sour grades. In addition, 200-300k barrels/day in immediate production uplift as sanctions are blocking diluents which are needed to move Venezuelan crude (it is sludge-like). Much larger production increases are possible but will require significant capex and years of work.

2. In total adds up to 1% of global supply being added. Not game changing but adds to disinflationary winds. I am strongly in the camp that inflation has been more tamed than the consensus believes. Seeing convergence between market-based indicators (1 year zero coupon inflation swap at 2.24%), Powell's comments at Dec FOMC, and Anna Wong's quant analysis. Thus I am expecting closer to 100bps in cuts this year (with orthodox policy) versus the 50bps priced into the curve. With a Trump captured Fed, even if we don't get to 1% rates like he wants, 150bps is possible.

3. China will likely need to enter world market to replace barrels it was getting directly from Venezuela, so also washes out some of the impact.

4. This increases US leverage on China since if the US were to impose sanctions in the case of a conflict, China has lost one guaranteed source of oil. At the same time, China has lost face from this operation, especially as they had a delegation there while this was happening, so would expect they will be looking to return this slight at some point.

5. Clean and successful operation that will subtly increase fear of the US. In line with Trump's stated strategy of achieving greater dominance within the Americas.

6. Key from here will be stabilizing the situation and whether a new regime can be successfully installed into the vacuum. There could be significant internal strife but do believe the specter of further US attacks could keep things in line.

[deeptendies ⚡ @deeptendies]

@godofprompt GEMINI

[Charles Edwards @caprioleio]

Hello Microstrategy

"Bitcoin is currently locked in a high-stakes battle between historic corporate accumulation and extreme long-term holder distribution. While institutional buying on Coinbase has reached unprecedented levels (Z-score 15.7), it is being absorbed by 'OG' whales and long-term holders selling at rates not seen in years (Hodler Growth Rate at 0.6th percentile). Fundamentally, the asset is screaming value; Energy Value and NVT metrics suggest Bitcoin is trading at a massive discount relative to its network security and utility. However, the path of least resistance is clouded by a broken corporate 'flywheel,' evidenced by record discounts to NAV among treasury companies and rising leverage. With momentum models like Spectrum remaining defensive (Cash), the aggregate view leans cautiously bullish based on deep value, but price appreciation may be capped until the heavy distribution from older coins subsides."

- Capriole AI, I couldn't have said it better.

[deeptendies ⚡ @deeptendies]

@jv_finance @jv_finance can you overlay price chart with the z score oscillator ?

[deeptendies ⚡ @deeptendies]

@brett_eth @brett_eth would be great to test, cheers !

[Stoic @Stoiiic]

$BTC Overview

H4
attempting to push against h4 downtrend (lots of work to do) - currently in first area of interest into high 80s.

TPO
weekend reversion - current inside day break with high side of value for the past two days - ~85.2.

singles aligning with high 80s.

anchored vwap of downtrend leg aligning around 2nd area of interest above low 90s.

BTC Passive Spot
2.5% depth moderate supply sitting into high 80s (~40-50Ms on binance and cb)

BTC 5 min flow
spot buying leading the grind up currently into pivotal area.

TLDR: level to level - currently sitting up against first area of supply. work to do if interim relief - looking for base development.

high 80s, low 90s, high 90s (confluence in each of these locations)