Ruth Alvarez

[Ruth Alvarez @ruthalv26]

@Jamie1Coutts The MOVE, DXY, and credit signals line up with the debt-liquidity gap you’ve flagged since 2021. With Bitcoin already reset and less leveraged than prior cycles, do you see this as the system moving in the right direction, or just another deferred flush?

[Ruth Alvarez @ruthalv26]

@Jamie1Coutts @RealVision Jamie: how does SUI fare in this? I think they have some upcoming unlocks in October?

[Ruth Alvarez @ruthalv26]

@Jamie1Coutts This is awesome!!!!

[Ruth Alvarez @ruthalv26]

@BittelJulien Thank you Julien!!!

[Ruth Alvarez @ruthalv26]

@Jamie1Coutts Question: still sitting on cash reserve and didn’t buy at $1,600. Is it still a buy now?

[Ruth Alvarez @ruthalv26]

@Jamie1Coutts @RealVision Watched the video your post was based on—truly enlightening. The insights you share, grounded in the depth of your work, are invaluable. Can’t thank you enough, Jamie. @RealVision

[Ruth Alvarez @ruthalv26]

@Jamie1Coutts Hi Jamie: I spent time with my family this past summer, so I didn’t pay a lot of attention, looking forward to jumping back in on the RV platform and here. Thanks for all you do!!!

[Ruth Alvarez @ruthalv26]

@RaoulGMI Means?

[Ruth Alvarez @ruthalv26]

@Jamie1Coutts Jamie — sharp as always. Still sitting on 20% cash. Quiet stretch feels like the right time to stay steady?? In other words, go touch grass??.

[Ruth Alvarez @ruthalv26]

@BittelJulien First and foremost, congratulations on the new addition to your family!!! You will be greatly missed for sure on RV, but I fully support your decision and look forward to when our paths cross again! All the best Julien!

[Ruth Alvarez @ruthalv26]

@Jamie1Coutts @NEARProtocol Jamie, is SUI also building for the agentic economy? And, your guesstimate on timeline for this to gain traction and adoption? Thanks!!

[Ruth Alvarez @ruthalv26]

@Jamie1Coutts Thank you Jamie, your work helps so much!!!

[Ruth Alvarez @ruthalv26]

Hi Jamie: It’s up to us individually to formulate our own risk tolerance. I probably should have de-risked a bit more last year, but thankfully I did some of that, based on your analysis. I want to sincerely thank you for the work you do to help guide me during these times and while the noise on X gets louder and louder for folks that don’t do the work.

[Ruth Alvarez @ruthalv26]

@RaoulGMI Hi Raoul, my friend David Burke, celeb chef recommends Sushi Ishikawa..

[Ruth Alvarez @ruthalv26]

@RosenvoldGeo Thanks Mikel, great read and so nice to meet you in Miami!!

[Ruth Alvarez @ruthalv26]

@MilkRoad @RealVision @Jamie1Coutts Fantastic interview, shoutout to @Jamie1Coutts for consistently breaking down macro trends, volatility and crypto’s evolving dynamics without the hype.

[Ruth Alvarez @ruthalv26]

Thank you for all the work you put into this and for always being so honest — I really appreciate it. I did end up taking a little off the table. Some of my longer-held positions were still positive, but the newer ones like sol and sui definitely took more of a hit. Thanks again for the transparency and perspective — it really helps.

[Ruth Alvarez @ruthalv26]

@DTAPCAP Thank you Dan! Trying times for sure...

[Ruth Alvarez @ruthalv26]

@AndreasSteno @RaoulGMI Those are just the doubters out there who won’t bother studying with @RealVision and actually get the cycle. Keep doing what you do—the ones who are tuned in see it clearly. Thanks all!

[Ruth Alvarez @ruthalv26]

@jvisserlabs Great meeting you at the RV conference. This is another great read!!!