Think #bitcoin is at one of the most undervalued levels in a very long time.

Any way you look at it, screams "opportunity" ahead of 2026.

Both in absolute & relative terms.

From an on-chain & macro perspective.

I am publishing these charts for the 1st time ever.

🧵 1/ #Bitcoin is currently undervalued in absolute terms based on the MVRV z-Score.

We also haven't seen any excessive valuations / blow-off-top either before the latest correction which suggests that the current bull market still has legs.

🚨 Think #Bitcoin was conjured out of thin air?

Think again.

It’s the climax of decades-long innovation - and these top 10 quotes from my new book will change everything you thought you knew. 🧵👇

(bookmark this thread to revisit these insights anytime) 1/ “#Bitcoin didn’t appear out of thin air – it is the result of decades of work. Many digital currency projects failed before it succeeded.

Understanding how we got here will help you understand where we’re going.”
- @lopp

🚨 The Bitcoin-Dollar Smirk 🚨

What if I told you there’s a stealth pattern in BTC-USD that could flip your investment playbook—and potentially safeguard your wealth from rapid chaotic De-Dollarization?

Meet the “Bitcoin-Dollar Smirk”…👇🧵

(bookmark for later) 1/ De-Dollarization is not a short-term phenomenon and doesn't happen overnight.

In fact, De-Dollarization has been happening since the 1990s already:

Share of USD in int'l FX reserves:

1999: 71%
Today: 58%

Foreign central banks are holding less USD than they used to.

🚨 The Bitcoin-Bond Conundrum 🚨

Most investors—and even Bitcoin analysts—are missing a critical blind spot.

It explains why central banks are actively contemplating about diversifying parts of their reserves into Bitcoin.

Once you see this, you can't unsee.

1/ 🧵👇 2/ The rolling correlation between Bitcoin and US 10-year Treasuries is significantly lower than that of Gold and Treasuries.

Why does this matter?

Because uncorrelated assets are essential for portfolio diversification.

ECB President Lagarde: "Reserves have to be liquid, safe, and secure."

Is Bitcoin "liquid, safe, and secure"?

Let's find out. 👇

1/ 🧵 2/ Is Bitcoin liquid?

Let's compare to one of the most liquid financial instruments in the world:

SPDR S&P 500 ETF (SPY) - trades around 22 bn USD in volume per day.

Bitcoin just had 54 bn USD in trading volume over the past 24 hours.

PS: IBIT alone trades around 1.5 bn in daily volume.

Liquidity ✅

Think the Czech central bank buying Bitcoin is shocking? 🤯

You won’t believe how many nation-states are already exploring Bitcoin adoption—some are even drafting laws and building reserves.

Here are the most crucial developments you need to know.

1/ 🧵 2/ 🇪🇺EU Parliament member Sarah Knafo advocates for member states to invest in Bitcoin and establish strategic national Bitcoin reserves. 👇 @knafo_sarah

(She recently met @saylor as well)

𝗪𝗵𝗲𝗻 𝘄𝗶𝗹𝗹 𝗕𝗶𝘁𝗰𝗼𝗶𝗻 𝗵𝗶𝘁 $𝟭𝗠?

The answer may surprise you.

Here’s what 3 of the most popular quantitative models reveal about Bitcoin’s future price—and why 2025 could be pivotal.

THREAD 🧵

(Don’t forget to bookmark this one) 1/ Power Law

Probably the most popular model right now. Introduced by @hcburger1 and others.

Assumes that bitcoin’s price and other on-chain data follow a power law over time.

Prediction 2025: 120k USD

All your favourite #Bitcoin macro liquidity & money supply charts in one place 👇🧵 1/ Global central bank liquidity is still declining, albeit at a slower pace.

Is the macro liquidity tide really turning? 🌊

How will this affect #Bitcoin going forward?

BIG BITCOIN MACRO Thread 🧵👇 1/ #Bitcoin Twitter is freaking out about the fact that US M2 money supply growth has become positive in April 2024 for the first time since November 2022 after one of the longest contractions in US money supply ever.

My key takeaways from Day 2 at the
Frankfurt Cryptoassets Conference 2022 🧵

#CAC22 #CAC22A 1/ German regulatory landscape is certain enough in order to start building a solid infrastructure - we shouldn’t wait for MiCA

My key takeaways from Day 1 at the
Frankfurt Cryptoasset Conference 2022 🧵

#CAC22 #CAC22A 1/ We are still early days adoption-wise.
Institutions are getting more bullish
Within Europe, the Netherlands & UK are the most crypto-forward; German & French consumers are the most skeptical when it comes to crypto

7 reasons to be tactically cautious on equities.

$SPY $QQQ $IWM $DIA

*THREAD* 👇

1/n 1. Peak macro momentum
There is a fair chance, that leading indicators have reached their zenith for this cycle and that the overall macro momentum is likely to lose traction from here which could be a headwind for equities. 2/n

There is an old saying that goes
"Don't fight the Fed."

Maybe now, this one holds true as well. Consider the following:

*Thread* 1/n
#USA #Economy #Liquidity #MonetaryPolicy #DontFightTheFed #Covid_19
2/ Data-wise, we all know that March & April 2020 have turned out to be a catastrophe so far. Just think of initial claims, regional manufacturing PMIs, Flash PMIs etc. etc. Nonetheless, there seems to be light at the end of the tunnel. A data point which has clearly surprised...