Balthasar Becker Profile picture
Co-Founder of, Publisher of Balthasars Börsenbrief, in #crypto since 2015, #defi since the beginning, investor and educator.
Jun 9, 2023 10 tweets 7 min read
The main points of the Glassnode newsletter of 5 June: Image 1/9 🧵@glassnode Insights: Stagnant digital asset prices and underlying indicators suggest a shift towards risk-off capital rotation, with an increasing preference for stablecoin capital. #CryptoMarket #RiskOff #Glassnode
Jun 8, 2023 9 tweets 5 min read
Thread🧵 on GMI's key macro charts by Raoul Pal. @RaoulGMI #GlobalMacro 1/7 ISM is falling to 46.9, indicating short-term weakness. New orders point towards a drop closer to 45 in June. #GlobalEconomy Image
Jun 7, 2023 11 tweets 5 min read
A recent post by John Authers @johnauthers raises some interesting questions about the US consumer market and #crypto industry. Let's look at some important points. 1/10 💵 Consumer discretionary stocks are outperforming staples, which is usually a sign of economic expansion. However, retail sales growth remains slow, causing some uncertainty. #Markets Image
Jun 7, 2023 11 tweets 6 min read
Short summary of the Cake DeFi Twitter Space on 6 June: 1/11 📢 In a recent @cakedefi space, @julianhosp & @andreattafab discussed the current state of the #cryptocurrency industry. Key focus: the SEC's lawsuit against Binance and its impact on the crypto community. #CryptoNews 2/11 Notably, they shed light on the difference in allegations against #Coinbase and #Binance, suggesting the latter's case might be more severe. Discussion ensued about potential regulatory actions of the US government. #CryptoRegulations