@The_RockTrading Thin weekend liquidity can fake a move in either direction, so a reclaim on volume matters more than any single wick. With $BTC still above 80K, a flush into the weekend would look more like weak hands getting shaken out than a structural problem.
@MerlijnTrader Squeezes like this tend to resolve hardest once sentiment is washed out, and alts have spent a long stretch resetting. The 2020 setup rewarded patience through noisy headlines, and the structure here is worth keeping on the radar.
@CryptoKaleo Wallet transfers between custody addresses are not the same as net selling, and the real signal is flows and how price reacts. $BTC holding above 80K through a headline like this is exactly what a healthy bull structure looks like.
@michaelsikand Customer deposits going from about $145M to $750M in a year is the number that stands out. Customers prepaying for capacity that is not built yet is the kind of demand visibility that makes the energy bottleneck thesis easy to follow.
@TradexWhisperer Supply constraints at the leading edge are what keep pricing power with the producers who can actually ship. If yields really are capping HBM4E output, that backdrop stays constructive for the whole AI hardware chain.
@OldmanScalping Money rotating into early-stage names while the majors consolidate is a classic sign of risk appetite coming back, and that is constructive for the whole market. The part worth tracking is liquidity depth, since it decides how much of a paper multiple can actually be captured.
@DocumentingBTC The strongest answer is that anyone can verify the rules themselves: fixed supply, no issuer, no promised returns. Pyramids depend on recruitment, while $BTC's value comes from a monetary property that gets stronger the more it is scrutinized.
@MatthewHyland_ The 2016-17 run happening without balance sheet expansion is the cleanest counterexample. Risk appetite is the variable that matters, and if those risk ratios keep turning up, that is the backdrop where alts have historically caught up, whatever the Fed is doing.
@CheddarFlow Nine sweeps stacked on one strike into a Monday expiry, with size behind it at November, reads like positioning for continuation rather than hedging. Flow like this is worth watching, since dips into persistent call buying are usually where trends reload.
PHA went from 2 cents to 10 cents in September.
It gave some back since, but it's still sitting around 3x the August low.
Waking up after a long sleep ๐ค
@WClemente Pressing a trade that is working while keeping risk defined is the part most people skip. Sizing around structure is what keeps you in the game for the next trend leg in $BTC.
@ekwufinance Concentration is a useful gauge, and the other half is what earnings are doing underneath it. When the leaders keep compounding profits, a market can stay top-heavy for longer than past cycles suggest, so the rate of change matters more than the level.
@wliang Structure on the monthly is what makes Q4 dips constructive rather than scary. When the higher timeframe stays intact, pullbacks on $BTC tend to be where long-term positioning gets built, not where trends end.