Every now and then I will make a #thread 🧵 of #threads 🧵 to keep you all updated on the #alpha I shared across time on #Twitter.

Today is the day. I don't know how long this will be.

Let's start with the previous threads🧵of threads🧵
From here on there will be only #Threads🧵

Supply in Profit, will it bottom? Case study
Premium content update Teaser - Apart from that, a lot of #alpha for whoever wanna know about #onchain
#Flexible #consumer #price #index, why is important, and how to prepare yourself and your family for the next winters. An overall look to the #global #economy
A for fun #bottom #prediction #analysis based on #historical #data for the #realized #price that is still in play for the time part at least. Still not very usefull if not for study purpouses
How to make so your friends understand the reasons about your day to day life #investing in the #crypto #market.

A #thread to the #fundamental reasons you may not know too on investing in any kind of #asset 🧵

"This time is different. We never experienced something like this."

How much times did you hear that?

And it's true, but it always is

A #thread 🧵 on the #cycles and the #asset #class #maturity of #Bitcoin and #Crypto in general.
Now I've ended, for more, you know where to find me


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More from @ChainLogAnalyst

Jul 21
#Tesla's #Bitcoin were sold OTC, were sold because they need their money back to hedge against their fear of recession and to appeal to investors in this period.

Do not be confused, that is strategy from a company. A bad one probably.

They invested what they couldn't afford to
lose, buying high and selling low.

They have their terms, obviously they have to mantain positive cash flow, and errors on the accounting and investing side are made more by centralized companies these days than "decentralized" ones.
When investing you shouldn't consider what other people are doing, but only what you should do based on your asset allocation, risk adjustment and investment strategies.

This is not a financial advice obviously

Anyway I don't think those #Bitcoin made any difference
Read 4 tweets
Jul 20
Today is an hot day, not only for temperatures, but also for economic data.

Follow me meanwhile I unroll all the new prints we had today

Super important thread on #inflation and the #housing #market

Lot of metrics to cover, get comfortable and get ready

🤓🧵 Image
#CPI prints:



#Canada YoY

#Canada MoM

Let's unpack it briefly
With a 9.4% UK finds itself on the firsts European (continent) Countries that are approaching double digits #inflation, and with the lack of haste in interventions on the #monetary #policies side, the #peak #inflation seems still far away. Let alone the MoM momentum, still high
Read 20 tweets

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