Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
Willy Woo Profile picture
@woonomic
Aug 24, 2024 • 1 tweets • 1 min read • Read on X
#Gold's bull run is once again kicking miners into high gear to expand the supply.

Note #Bitcoin is the only asset that is inelastic to demand which makes it unique.

What I find interesting is that this chart is printing higher lows as technology gets better. IMO this chart will breakout in the 2030s and we'll see much more gold enter the market.

Gold production has been in consolidation since 2015, but the exponential climb in tech and new demand is ready to move gold production to the next level.Image
Image

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with Willy Woo

Willy Woo Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @woonomic

Willy Woo Profile picture
May 28
I have some good news and [maybe] some bad news for you.

GOOD NEWS: Risk SIgnal is trending downwards, meaning over the broader environment buy-side liquidity is dominating. We are setting up for another solid run on the long time frame. Image
However the strength of this bullish run from 75k->112k is starting to break down, I covered this in my last post.

This week is absolutely critical, if we do not get follow through, then we will be up for another consolidation period.

Chart courtesy of @swissblock__'s framework which powers @bitcoinvector - any institution, hedge fund or pubco which touches global macro, BTC or alt-coins should be subscribed to @bitcoinvector because it's absolutely the highest quality battle tested quant framework available for BTC that has stood the test of time over multiple cycles carrying significant capital and the introductory pricing is a steal.Image
In the short term my main concern are the late comer speculators taking long positions while an immense amount of potential profit taking is ready to dump (SOPR).

This week's spot buying will strongly influence the next 1-2 months of price action. We are in a pivot zone. Image
Read 4 tweets
Willy Woo Profile picture
May 27
Speculation is going nuts on BTC at a time when there's plenty of investor profits to take (SOPR).

Reminds me of "be fearful when others are greedy".

A lot comes down to how much buying happens this week when US markets open after a long weekend. Image
Our @bitcoinvector structure shift signal showing first signs of a bearish pivot.

Capital flows into the network was very flat the last 3 days, this is an unusual lull in buying on our run from 75k->112k. Image
Still, the broader picture is bullish with risk signal dropping. If buying follows through this week, 114k is next in line to liquidate shorts.

But right now there's an opening for a bearish pivot.

Here's our probably vector chart via @bitcoinvector. Image
Read 4 tweets
Willy Woo Profile picture
May 18
Exactly 3 years ago I shut down a business making me millions per year.

Here's a 🧵on how it started, why I shut it down and why I'm helping to build something better for this industry.
The idea was simple: help plebs navigate the markets.

On-chain signals was still a new thing, I was very early in this field.

That's the cool thing about BTC... the sea of transactions on the network is public, with smarts you can figure out which way the price may go.
The Bitcoin Forecast launched Oct 2020 on Substack and grew quickly.

Substack reached out to me going "whoa, you're not doing anything like what we normally see in top writers and your readership per letter is way beyond anything we've seen" Image
Read 11 tweets
Willy Woo Profile picture
Apr 27
BTC fundamentals have turned bullish, not a bad setup to break all time highs.

I took a break from X to enjoy the NZ summer but every week I put out a series of analysis to my subscribers (this is a hobby, NOT a long term project).

Thought I'd post this update publicly.
Capital flows into the network are ramping up.

Both total and speculative flows have bottomed, when both align they join forces to make a bullish environment anchored in fundamentals. Image
Our Risk Model has started its trend back down. This means liquidity has returned to the market.

Downside pull backs will be muted in this enviroment. Image
Read 6 tweets
Willy Woo Profile picture
Dec 8, 2024
If you understand this chart deeply, you'll understand the money over the next 1000s of years will be secured by energy.

... and we're lucky to be born in a very special time. Image
Gold+Silver has been money for thousands of years.

Every empire used Gold+Silver or backed their paper with it.

Let's forget fiat, that's not money, that's currency to tie over a 53 year liquidity crisis, and it will pass like all fiat attempts in the past.
Gold+Silver worked because it was hard to dig out of the ground.

That's no longer true. Tech is going exponential.

Gold+Silver will fail.
Read 7 tweets
Willy Woo Profile picture
Nov 11, 2024
How can $MSTR possibly trade at 2.7x their BTC treasury?

I suspect we are seeing the start of $5-10b of inflows in anticipation of a SP500 listing right now.

If true, then it's still warming up.
Consider 20-30% of the SP500's $50T marketcap comes from passive index tracking funds and ETFs.

Inclusion into the SP500 means MSTR gets a chunk of that money.

Inflow estimates:
$10-15b from passive index tracker funds
$5-10b additional from speculative inflows Image
When would it happen?

FASB accounting practices go live for MSTR on 1st Jan 2025, that's a prerequisite before a listing can take place. After that MSTR will meet most of the requirements, with the last requirement being a committee decision.
Read 6 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us!

Send Email!

:(