Bit Ratio

[Adrián Treviño @visionario_btc]

Habían señales

[Bit Ratio @joandelason]

Just published a post on estimating bitcoin's probability function on Medium. https://t.co/pUq6wuIQDb. It leverages the high correlation of US Spot Bitcoin ETFs inflows to price. Thus, bitcoin’s price PDF can be estimated in the short to medium term based on the assumptions that the linear correlations of inflows over time and price vs inflows will hold. I think you will find it interesting @Sina_21st. @Matt_Hougan @investanswers

[Bit Ratio @joandelason]

@Sina_21st Aha. But exchanges should be fully transparent though, specially the big ones.

[Bit Ratio @joandelason]

hey @ki_young_ju, I've been tracking the BTC balance on exchanges on CryptoQuant for a while. On February 4 2025, I noticed that 198k BTC was added to this metric (it jumped from 2,311,056 to 2,509,288). Moreover all the balance history has been rewritten. 1/3

[Bit Ratio @joandelason]

Are they inflating their BTC balance to do fractional reserve and suppress the price?
What is your take on this @Sina_21st ?

[Bit Ratio @joandelason]

One contributor to this mismatch is the "Coinbase Advanced" bucket, with a 91k BTC jump (from 714,121 BTC to 805,363 BTC). I understand that all data collection from exchanges is automated through APIs, but how can this be done without a proper explanation from the exchanges? 2/3

[Bit Ratio @joandelason]

Hi! I posted my analysis on this topic on Medium. I think you will find it interesting https://t.co/DES5WAfi3A Highlights:
1) ratios on bitcoin ETFs buys vs mined coins
2) ratios on exchanges balance vs mined coins
3) a btc market cap multipler model that considers coins remaining on exchanges

Check it out!

[Bit Ratio @joandelason]

@Sina_21st Thx. Happy $100k btc to all!

[Bit Ratio @joandelason]

Hi, @Sina_21st . I posted this article on Medium. I think you might find it interesting.
https://t.co/DES5WAfi3A
It describes several ratios and models to analyze bitcoin's price since the US Spot ETFs were launched.

Highlights:
1) several visualizations of bitcoin's increasing demand and scarcity on exchanges are provided.

2) since the ETFs were launched, nearly 4 times the mined bitcoins over this period left the exchanges.

3) a market cap multiplier model with the coins remaining on exchanges constraint is provided.

[Bit Ratio @joandelason]

@BritishHodl How will MSTR pay back its debt in 2026 if there is a BTC bear market without selling any coins? And even not considering debt paybacks, during a BTC bear market, the mNAV will be <1, and the stock will crash.

[Bit Ratio @joandelason]

just posted this on Medium: https://t.co/cOjrBN44OH

[Julio @juliorj10]

¿El último anuncio de la agencia tributaria? #AgenciaTributaria #NoPiques #LeT #TuitUtil #Libertarismo #Cambio

[Bit Ratio @joandelason]

Interesante: el Bitcoin como medio para sortear los controles de aduanas https://t.co/yg3AdEwgu9

[Partido Libertario (P-LIB) @partidolibertad]

¿Crees que tus seguidores deberían conocer nuestras propuestas? ¡Haz RT y ayúdanos a crecer! #LeT #RedLibertaria https://t.co/GPIin2ywbG

[Bit Ratio @joandelason]

@alvarobiz Hola, Álvaro. Soy Joan (@joandelason), del hacking night. Se me olvidó intercambiar mails. Sígueme y contactamos por DM.

[Bit Ratio @joandelason]

Bitpaella at Avalbit https://t.co/LGI4TyfkSF

[Mujerhoy @Mujerhoy]

Qué prendas comprar y dónde. Sigue los consejos de @maguirre_missu para crear un buen fondo de armario http://t.co/wHQhSiG0eE

[Bit Ratio @joandelason]

@GreekFire23

[Bit Ratio @joandelason]

@GreekFire23 e