Patrik

Partner at @hedge_cap, #Bitcoin quant asset management for hedge funds, miners and HNWI's

[Patrik @ozaki9th]

@hubermanlab @hubermanlab what about YB-1 cold shock protein link to (cancer) cell propagation, does it relate only to those with existing cancer condition or may increase the risk of developing one?

[Patrik @ozaki9th]

@Cointelegraph Q1 - hedging services for miners, seem not used much, why? Q2 - family office exposure to active BTC strategies

[Patrik @ozaki9th]

@FabiusMercurius This 👉 https://t.co/hoGhfc5JKf

[Dan Morehead @dan_pantera]

We've been running crypto funds for 3 bubbles now (2013 – present).

It's very true that the majority of inflows come when markets are at their highs/well above trend and very small amounts come when below.

Now's a better time to put money to work.

Read: https://t.co/W4nmULp498

[Caitlin Long 🔑⚡️🟠 @CaitlinLong_]

1/ I DIDN'T SEE SOMETHING UNTIL NOW. Often I've spoken about paper assets creating a fake supply that satisfies real demand, & that (all else equal) this causes an asset's price to fall. Most recently this came up in a debate with @timevalueofbtc abt using #MVRV to value #bitcoin

[Preston Pysh @PrestonPysh]

Why does everything feel like the world is falling apart, yet the stock market has looked like this since 2009?

Well, here's a thread w/ some interesting charts that will help you understand: what you see is NOT what you get.

1/

[Dan Morehead @dan_pantera]

Governments should stop obsessing about Bitcoin and look inward.

The biggest Ponzi scheme is the U.S. government and mortgage bond market – $33 trillion.

Bond investors may get destroyed when the Fed stops manipulating the market.

Hedge with #bitcoin

https://t.co/0P41FMmshv

[Will @WClemente]

This wave of Bitcoin supply shock has the most momentum of any in recent history.

We're going much higher over the coming months.

[_Checkmate 🟠🔑⚡☢️🛢️ @_Checkmatey_]

My overall #Bitcoin view:

Long term: permabull, hard to shake that.

Med term (3m-6m): probably a supply squeeze, bull.

Short term (<1m): zero demand on-chain. Hard to have conviction when on-chain flows look like a bear.

Ideal Scenario: I'm wrong short term, right elsewhere.

[Patrik @ozaki9th]

@Pladizow interesting, though all were in price discovery mode around breaking previous ATH or previous cycle ATH, this one is in very diff context, would be nice though 🚀

[Patrik @ozaki9th]

@Geertjancap Curious at what price levels or extended price action the demand growth model breaks, seem still fine within the boundaries both price/timewise. Thoughts?

[Frances 'Cassandra' Coppola @Frances_Coppola]

This. Crypto people, please note. The proposals are good news for crypto, but not in the way that many of you think. Preventing banks speculating on crypto makes crypto safer for everyone else.

[Andreas (aantonop Team) @aantonop]

Taproot will be locked-in for a November activation in the next 36 hours.

A big success for #Bitcoin, Taproot introduces a second signature algo (Schnorr) and significant privacy features.

Also a big success for the "Speedy Trial" activation method with < 8 weeks to lock-in.

[nic carter @nic_carter]

@Simplet23563584 Money for enemies, repeat it to yourself until you get it

[glassnode @glassnode]

After one of the most dramatic sell-offs in #Bitcoin history, the conviction of investors has been put to the test.

In this piece we assess:
- Market structure leading into the crash
- Bull and Bear cases of various metrics
- BTC holder sentiment on-chain
https://t.co/Dlj38g23Pa

[Bloomberg Markets @markets]

Ray Dalio said he would rather own Bitcoin than a bond https://t.co/C5hmsimaPE

[Luke Gromen @LukeGromen]

Many tweets about inflation coming in hot.

No tweets about inflation coming in hot when debt/GDP is at 130%.

Many investors are assuming the same playbook will hold at 130% debt/GDP as it did at 80% debt/GDP in 2009, & at 55% in 2002, & at 55% in 1991, & at 35% in 1982.

[Patrik @ozaki9th]

@Geertjancap interesting that the "conservative fit" fits S2FX mode price ;-) need to re-read the steps how you separated halving cycle from demand, nice work

[Dan Tapiero @DTAPCAP]

Massive potential flow into #bitcoin would dwarf everything seen to date.

If US over regulates/ unfriendly to #btc other countries will seize lead.

German 10yr interest rates at -23bps powerful incentive.

Flow into btc truly global and cannot be stopped
https://t.co/pYSXmWeIB8

[Will @WClemente]

Not only are coins moving off exchanges at record pace, but more #Bitcoin supply is becoming Illiquid every day. (held by strong hands)

These levels of supply illiquidity are unprecedented.