IDKSAF

Only a few know, how much one must know to know how little one knows.--
Hiesenberg

Never go full macro

[IDKSAF @satoshimacro]

@mikealfred It would be nice if it were true but the numbers (the ETF ones at least) don't yet line up.
https://t.co/tJl2AtrC6p

[BTCBasisTracker @BtcBasisTracker]

📊 Bitcoin ETF Cost Basis Update
Jan 8, 2026

Current BTC Price: $91,038
ETF Cost Basis: $89,866
Distance: +1.3% above basis

Q1 2026 Flows (5 days): -$538M
Q4 2025 Total: -$1.1B (first negative quarter)

Historical context 🧵👇

#Bitcoin #BTC $BTC

[Benonwine @benonwine]

This is the most Aussie story you will ever hear! 😮 👏🙏

[IDKSAF @satoshimacro]

@BritishHodl I

[IDKSAF @satoshimacro]

@_The_Prophet__ Dd

[IDKSAF @satoshimacro]

@anadeaustria_ XaceeK0

[IDKSAF @satoshimacro]

@kittysquiddy Well done team. Respect

[IDKSAF @satoshimacro]

@GeneralistKitty Include me (please). Great work. Great thread.

[IDKSAF @satoshimacro]

@commoditykitty @The_Kapitan_ski Hi Alex. Sorry for the late reply. Have been away and was not in the initial four so hadn't applied. Would love to be included if possible. Thanks

[IDKSAF @satoshimacro]

@GucciCat88 Add me

[IDKSAF @satoshimacro]

@takakcat62 @The_Kapitan_ski @kittysquiddy Meow. I know I am not close to first but if you open it up to more than one I am keen

[IDKSAF @satoshimacro]

@smoeka @The_Kapitan_ski @kittysquiddy Meow

[IDKSAF @satoshimacro]

@smoeka Thankyou

[IDKSAF @satoshimacro]

@Globalflows But it triggers me with pomp vibes

[IDKSAF @satoshimacro]

Word

[Deep Throat (TOTALLY A PARODY) @DeepThroatIPO]

@capitalistexp ....it's rare that I see a cascading torrent of "substance-lite" misgudgement and errant conclusions delivered with as much conviction and confidence as this...but here we are...

[IDKSAF @satoshimacro]

@KiwiPMI Happy to send some to you anytime Darren.

[IDKSAF @satoshimacro]

@dergigi How about 'strong red flag'

[IDKSAF @satoshimacro]

@th_s4m0ht Hi @th_s4m0ht . Could'nt agree more. So privilaged to be part of the the group and already learnt so much. If you you ever feel like chatting bitcoin or discussing ideas, just let me know

[IDKSAF @satoshimacro]

@evoskuil @SGBarbour @StreetBomber Communism

[IDKSAF @satoshimacro]

@EricKapitanski Meow

[IDKSAF @satoshimacro]

@tradingview Wen Futures Forward Curves?
You have the data. Plot the curves