One thing I didn't mention:
While my family panicked, I checked Long-Term Holder behavior.
+4,250 #BTC accumulated during the crash.
That's when I knew: weak hands capitulating, strong hands buying.
Full story on LinkedIn ๐
https://t.co/nomscCvlhp
Let the Data Speak: Bitcoin & Gold, Edition #002
I donโt publish price predictions.
I publish market structure.
With Kommodo Digital, I analyze Bitcoin & Gold the way institutional desks do:
macro flows โ on-chain behavior โ supply dynamics โ cost-basis stress.
Edition #002
๐ฆ๐๐ I Just completed the โIntroduction to LangGraph Courseโ! @langchain. I learned how to build memory-enabled AI agents that can reason, act, and integrate tools for real-world applications. #AI#LangChain#LangGraph
Check it out here: https://t.co/WI8PBRPv8s
Super excited to launch the inaugural @_checkonchain podcast,๐๏ธRough Consensus episode 01 with @TXMCtrades
We cover the whole macro market landscape, from debt, to rates, to assets that make sense.
This conversation ripped, and I know you'll enjoy it.
https://t.co/eUy5gMHxOR
๐ ๐๐ฎ๐ฅ๐ฅ๐ข๐ฌ๐ก ๐๐ข๐ฆ๐๐ฅ๐ข๐ง๐ ๐๐ฅ๐๐๐ง๐ฌ๐๐ซ ๐๐ข๐ญ๐ก ๐๐ก๐๐๐ค๐ฆ๐๐ญ๐
Welcome back to The Gwart Show! Today weโre joined by Bitcoin bull and on-chain analyst @_Checkmatey_ to discuss Bitcoin's market dynamics, mining economics, and market outlook given the bear victory laps on the timeline. He shares thoughts on on-chain analysis, altcoin markets, ETFs, and the role of Bitcoin in the global financial system, offering a bullish perspective on its long-term potential.
Timestamps:
00:00 Start
00:53 Checkmate intro
04:07 Checkmate charting product
07:29 Who's the customer?
10:37 Current market outlook
14:49 Why's everyone bearish?
19:03 Different this time?
23:46 Institutional interest
28:14 Bitcoin development
34:39 Bitcoin's future
39:40 Actually useful indicators
45:27 On-chain metrics
49:12 nation-state adoption
54:52 Miners holding BTC
1:04:28 BTC ETFs
1:08:55 ETH ETF
Follow our host: @gwartygwart
๐The Gwart Show is proudly presented by Ellipsis Labs! Ellipsis Labs is building foundational products in DeFi. Their first product @PhoenixTrade is the leading orderbook DEX on Solana. The team is growingโvisit https://t.co/k7yufyGPbf for engineering opportunities.
Mate, I completely agree with your calculated approach. If you allow me, I'd like to add a layer of validation and expand on your reaction plan.
Keep an eye on the cohorts that matterโtheir movements and behaviors can provide significant insights. Itโs about preparing our reaction functions based on evolving probabilities to further enhance how we react to the market.
Bitcoin's February rally marked a significant surge, boasting a 44% increase โ the most robust growth for the month in the last decade. Notably, this comes after a notably volatile recent years, with fluctuations such as a 38% dip in June 2022. ETFs might just be the key players to watch! #Bitcoinโฏโฏโฏ #ETFs