ROW Partners

Unmatched analysis on; stocks, bonds, futures, currency, crypto, and real economy
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Moving in a different direction

[ROW Partners @ROW_Partners]

🧵THIS IS A THESIS, OPINION

Everyone asks “Does Bitcoin survive a crash?” Yes. $BTC has no debt, no covenants, no solvency risk

It can trade at 20k & the network keeps running

The real fragility isn’t Bitcoin; it’s the equity wrappers built on top of it

Let’s get it!

[ROW Partners @ROW_Partners]

@GrindeOptions There is NO reason to buy $MSTR

You are better off buying $BTC and etf like $IBIT or even a leveraged etf lol

NFA

[ROW Partners @ROW_Partners]

The market’s in a massive, multi sector traffic jam & energy is coiling like a spring Pay attention to velocity.

Price is sideways, but momentum histograms on tech are rolling over VIX RSI is building a chain of higher lows.

Spring is winding up, but near term bias = defensive.

[ROW Partners @ROW_Partners]

1/4

Look under the hood of this market.
A massive structural theme is screaming: Compression.

Right now, a rare alignment is taking place across the tape.

$SPX $NDX $DJI $SOX & $VIX are ALL printing daily TTM Squeeze indicators simultaneously.

What does that mean?

[ROW Partners @ROW_Partners]

So, where is the institutional money migrating?

Money y is hiding in:
industrials
healthcare
staples
mega cap low‑beta names

Not because they’re bullish, because they’re not tech.

$UNH, $MDT, $KMB, & $CLX.

Biotech/Genomics: $BBH $NTLA, $TEM, $BEAM & $CRSP.

[ROW Partners @ROW_Partners]

Meanwhile, former staples like $PEP are left behind as "dogs," proving that big funds are being selective about where they park $.

The takeaway?

Don't get chopped up trying to trade sideways noise

Let the market squeeze finish cooking, guard your $, & watch defensive rotation.

[ROW Partners @ROW_Partners]

The market’s in a massive, multi sector traffic jam & energy is coiling like a spring
Pay attention to velocity.

Price is sideways, but momentum histograms on tech are rolling over
VIX RSI is building a chain of higher lows.

Spring is winding up, but near term bias = defensive.

[ROW Partners @ROW_Partners]

Debt Fueled Growth:
GDP formula treats every $$$ of government spending as an immediate positive, completely ignoring whether it was funded by unsustainable deficit spending.

GDP measures transaction volume and velocity, not genuine wealth creation.
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REAL economy vs Fabrication

[ROW Partners @ROW_Partners]

1/4
🧵Ever feel a disconnect between headline GDP numbers and the REAL economy?

Take Q1 2026’s 1.6% Real GDP growth. On paper, it looks resilient. In reality, GDP calculation relies on heavy accounting adjustments that distort the true picture.

Let’s dive in 👇

[ROW Partners @ROW_Partners]

Hedonic Adjustments:
If a new car or phone has better tech than last year's model, statisticians mathematically adjust the price downward for inflation.

Lower measured inflation automatically boosts Real GDP, even if you spent the exact same cash.

[ROW Partners @ROW_Partners]

$STRC pounded again, hasn't been a good month

Put that aside, focus on today:
Heavy volume
Positive divergence on RSI & $ Flow
$6 Wick! = Yellow arrow >>> I want to focus on this!

Someone believes in Strategy!
Heavy buying came in the morning & had follow through

$MSTR

[ROW Partners @ROW_Partners]

@FinanceLancelot THAT is funny!!!

[ROW Partners @ROW_Partners]

First time in over a week that the 4Hr chart shows oil trading above the RED moving avg

Crude is oversold, we likely get a nice bump here
There's been a battle since Wednesday, bears are no longer in full control, bulls are stepping up

$CVX $XOM $USO $WTI

[ROW Partners @ROW_Partners]

@scottmelker It is NOT Warsh...
Stocks are green. Semis are ripping as is NDX

You guys were praising Saylor a few days ago

https://t.co/G1fM3oaVdV

[ROW Partners @ROW_Partners]

🧵THIS IS A THESIS, OPINION

Everyone asks “Does Bitcoin survive a crash?” Yes. $BTC has no debt, no covenants, no solvency risk

It can trade at 20k & the network keeps running

The real fragility isn’t Bitcoin; it’s the equity wrappers built on top of it

Let’s get it!

[ROW Partners @ROW_Partners]

@Nicolascole77 @saylor Likelier scenario

https://t.co/G1fM3oaVdV

[ROW Partners @ROW_Partners]

🧵THIS IS A THESIS, OPINION

Everyone asks “Does Bitcoin survive a crash?” Yes. $BTC has no debt, no covenants, no solvency risk

It can trade at 20k & the network keeps running

The real fragility isn’t Bitcoin; it’s the equity wrappers built on top of it

Let’s get it!

[ROW Partners @ROW_Partners]

@zoetoshi Likely scenario

https://t.co/G1fM3oaVdV

[ROW Partners @ROW_Partners]

🧵THIS IS A THESIS, OPINION

Everyone asks “Does Bitcoin survive a crash?” Yes. $BTC has no debt, no covenants, no solvency risk

It can trade at 20k & the network keeps running

The real fragility isn’t Bitcoin; it’s the equity wrappers built on top of it

Let’s get it!

[ROW Partners @ROW_Partners]

@BitcoinSapiens That leads to this

https://t.co/G1fM3oaVdV

[ROW Partners @ROW_Partners]

🧵THIS IS A THESIS, OPINION

Everyone asks “Does Bitcoin survive a crash?” Yes. $BTC has no debt, no covenants, no solvency risk

It can trade at 20k & the network keeps running

The real fragility isn’t Bitcoin; it’s the equity wrappers built on top of it

Let’s get it!

[ROW Partners @ROW_Partners]

@BitcoinSapiens Very possible, great looking chart!!!

https://t.co/jOASojlAf3

[ROW Partners @ROW_Partners]

🧵🧵🧵

$BTC daily chart INVERTED is an absolute masterclass in visual bias

Look at Bitcoin closer

There is a beautifully framed visual Inverted Head & Shoulders pattern right there

However, charting software actually glitches

Continued, all charts are inverted

[ROW Partners @ROW_Partners]

@TheBTCTherapist Signs point to, likely not...

https://t.co/G1fM3oaVdV

[ROW Partners @ROW_Partners]

🧵THIS IS A THESIS, OPINION

Everyone asks “Does Bitcoin survive a crash?” Yes. $BTC has no debt, no covenants, no solvency risk

It can trade at 20k & the network keeps running

The real fragility isn’t Bitcoin; it’s the equity wrappers built on top of it

Let’s get it!

[ROW Partners @ROW_Partners]

@btc_charlie Yes

https://t.co/G1fM3oaVdV

[ROW Partners @ROW_Partners]

🧵THIS IS A THESIS, OPINION

Everyone asks “Does Bitcoin survive a crash?” Yes. $BTC has no debt, no covenants, no solvency risk

It can trade at 20k & the network keeps running

The real fragility isn’t Bitcoin; it’s the equity wrappers built on top of it

Let’s get it!