Miles Deutscher | Private

Crypto analyst. Obsessed with Al. Tweets aren't financial advice. Sharing early alpha in @mileshighclub_. Short form @DeutscherClips. Building @aiedge.

[Miles Deutscher @milesdeutscher]

This cycle, I'm already seeing people make the same mistakes that cost me millions in 2021.

I don't want you to waste this cycle too.

I'm begging you - it's not too late to change your ways.

🧵: My top 10 tips to help you navigate the hardest crypto bull run ever.👇

[Miles Deutscher @milesdeutscher]

Sonic has officially become one of the fastest blockchains in history to reach $1 billion TVL. 📈

It took only 66 days for $S to achieve, compared to 505 days for $SUI and 709 days for $APT.

[Miles Deutscher @milesdeutscher]

Sentiment on crypto twitter peaked ahead of $BTC price and even front-ran it on the way down.

Interestingly, sentiment has not been a reliable counter-indicator this time, like it had been in previous cycles. 🤔

[Miles Deutscher @milesdeutscher]

$BTC cumulative returns dropped to an extreme low during US trading hours earlier this week. 📉

This coincides with the massive ETF outflows that we have been seeing recently, and probably reverses once the ETFs stop capitulating.

[Miles Deutscher @milesdeutscher]

Here are the biggest token unlocks coming next week. 👇

$SUI - 1.24% on Mar 3
$IOTA - 0.24% on Mar 4
$ENA - 65.93% on Mar 5
$CETUS - 1.26% on Mar 6
$AGI - 1.71% on Mar 7
$HFT - 1.52% on Mar 7
$NEON - 11.2% on Mar 7
$SPELL - 0.83% on Mar 7

[Miles Deutscher @milesdeutscher]

Lately I've been structuring my days so I don't need weekends.

Schedule fun stuff you like every day throughout the week (work less), so you have the stamina to keep going throughout the weekend.

I'd rather work 8 hours/day*7 vs 12 hours*5 and be burnt out for 2 days.

[Miles Deutscher @milesdeutscher]

I love working on Saturdays.

No one bothering you.
Market quiet.

Feels like bonus time.

Always a great day to focus on strategy & reflect.

[Miles Deutscher @milesdeutscher]

The number of new addresses on Solana has declined by 53% this month.

This is similar to its peak decline last summer. After the recent capitulation, could we be reaching a bottom in $SOL on-chain metrics soon? 🤔

[Miles Deutscher @milesdeutscher]

Transactions on Sonic mainnet have hit a new weekly high.

When metrics are up despite falling prices, it's a sign to be paying attention. 👀

[Miles Deutscher @milesdeutscher]

Google trends for $BTC have fallen off a cliff since peaking in November. 📉

In hindsight, this was another canary in the coal mine, signaling that peak attention was already behind us.

[Miles Deutscher @milesdeutscher]

March has historically been a very good month for $BTC, averaging a 13.12% return.

This makes it the third strongest month of the year after October and November.

Seasonality should be taken with a grain of salt, but it's still something to consider.

[Miles Deutscher @milesdeutscher]

US states are jumping on the $BTC bandwagon. Here is an update of their progress so far.

Eighteen out of the 50 US states are actively pushing for a reserve, with 13 of them already under legislative review.

[Miles Deutscher @milesdeutscher]

ETF outflows have been declining from their peak on Tuesday and flipped positive yesterday for the first time this week.

It seems like the ETF capitulation is over for now.

[Miles Deutscher @milesdeutscher]

That was a nice fakeout yesterday 😂

[Miles Deutscher @milesdeutscher]

I just filmed an emergency stream with @ParadiseXBT_ (one of the best traders in the space imo) to discuss the recent $BTC crash.

There are some key levels that you need to watch out for.

I'm positioning my portfolio accordingly.

Watch now 👉https://t.co/MAEVrtfbYW

[Miles Deutscher @milesdeutscher]

If you're buying

DCA down the risk curve

Start with $BTC (don't need to nail your entries)

Then majors (need to be pickier with your entries)

Then riskier alts last (need to be pickiest with your entries)

[Miles Deutscher @milesdeutscher]

I still think there's one more big leg up on $BTC coming later this year..

[Miles Deutscher @milesdeutscher]

Looks like it was a distribution after all..

https://t.co/jdyWU5qa2x

[Miles Deutscher @milesdeutscher]

$BTC is de-correlating from prior cycles.

[Miles Deutscher @milesdeutscher]

URGENT $BTC & crypto market update! 🚨

When I saw what was happening - I literally had to pause my workout and record this in the sauna (only quiet place in the gym 😂).

Watch now 👉https://t.co/YLLhUQ7zUG