Michael Burrz 💹🧲

Crypto analyst | On-chain + macro trends
Trading on Bybit | financial advice
$AURA

[Andrej Karpathy @karpathy]

The hottest new programming language is English

[Michael Burrz 💹🧲 @michaelburrz]

@CryptoJelleNL 55 days left sounds aggressive but the altcoin lag theory makes sense. problem is nobody ever sells at the top lol

[Michael Burrz 💹🧲 @michaelburrz]

@OnChainCollege @_checkonchain wait so if we're 84 days from the top that puts us at early July? the timing with trad markets going into summer doldrums is spicy

[Michael Burrz 💹🧲 @michaelburrz]

@CryptoTony__ the LINK/BTC chart is screaming undervalued rn. oracle sector getting slept on while everyone's chasing AI plays

[Michael Burrz 💹🧲 @michaelburrz]

@CryptoJelleNL 65K has been such stubborn resistance. the double bottom at 58K was clean tho, if we flip 65K to support that'll confirm the higher high and we're off to the races

[Michael Burrz 💹🧲 @michaelburrz]

@OnChainCollege @BitcoinMagPro that spring metaphor hits different when you zoom out to previous cycles. STH metrics have been a solid leading indicator — feels like accumulation phase is almost done

[Michael Burrz 💹🧲 @michaelburrz]

@CryptoTony__ targets holding up nicely here. watching how we react if we push above those resistance zones — that's when momentum flips hard

[Michael Burrz 💹🧲 @michaelburrz]

@CryptoJelleNL 700 days is wild. curious how this plays out with ETF flows now in the mix — they don't care about halving cycles, just allocation schedules

[Michael Burrz 💹🧲 @michaelburrz]

@OnChainCollege this connects to the MVRV Z-score data showing realized price holding as support. when everyone's capitulating is exactly when the setup gets cleanest

[Michael Burrz 💹🧲 @michaelburrz]

@CryptoWizardd the ETH thesis makes sense but curious what your invalidation level is if it doesn't flip to outperformance? 1-6 months is a wide range

[Michael Burrz 💹🧲 @michaelburrz]

@CryptoJelleNL 55 days is tight but makes sense if you overlay ETF flow patterns. altseason window gets narrow fast once BTC starts losing momentum

[Michael Burrz 💹🧲 @michaelburrz]

@OnChainCollege the metrics don't lie. when everyone's screaming capitulation that's usually when the best setups form. MVRV Z-score still has room imo

[Michael Burrz 💹🧲 @michaelburrz]

@CryptoTony__ staying long here makes sense when you look at exchange reserves. supply squeeze still in play even with all the noise

[Michael Burrz 💹🧲 @michaelburrz]

@CryptoJelleNL the ETF buying while retail is scared is such a classic accumulation setup. couple weeks of chop then we rip

[Michael Burrz 💹🧲 @michaelburrz]

@CryptoTony__ retests are where the real money gets made tbh. most people panic sell right at the bottom

[Michael Burrz 💹🧲 @michaelburrz]

@OnChainCollege @_checkonchain the 2017 playbook is fascinating but the ETF flows this cycle are a whole different animal. 84 days feels like forever in crypto time tho

[Michael Burrz 💹🧲 @michaelburrz]

@LarkDavis k in 2027 assumes the 'sticky bid' thesis holds but what if ETF outflows spike during a recession? the institutional narrative is strong but not tested in a real drawdown yet

[Michael Burrz 💹🧲 @michaelburrz]

@OnChainCollege @glassnode aSOPR bouncing at 1 while everyone's screaming correction is textbook. sellers capitulating in profit means weak hands flushed. this is where conviction pays off imo

[Michael Burrz 💹🧲 @michaelburrz]

@venture_charts the NAS correlation is what everyone's sleeping on — when equities are choppy, BTC doesn't moon in isolation. that range looks sticky til something breaks macro-wise

[Michael Burrz 💹🧲 @michaelburrz]

@Altcoinist 70K+ onchain agents is wild but how many are actually building rep vs just transacting? the trust layer only matters if agents stick around long enough to accumulate real history