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rae
did you expect something so soon?
Jan 6, 2019 8 tweets 2 min read
What kind of intellectual bubble are these people living in? People's line of thinking: "the thing that will save us from the last leveraged bubble will be a new type of leverage."
Oct 17, 2018 10 tweets 3 min read
I updated my Retail Volume Share indicator on @tradingview with a couple minor tweaks to the exchanges. I'm threading in some thoughts and notes.
tradingview.com/script/zSkZhP1… Changes:
1. Removed Bithumb data due their distortive wash trading event. [1]
2. Added Gemini data now that they have backfilled their volume data on TradingView.

[1]
Oct 5, 2018 8 tweets 2 min read
Yale investing in a crypto fund is actually huge news. The impact on prices will be gradual, but reduce the time to adoption.
bloomberg.com/news/articles/… Let me unpack this for you. David Swensen, the CIO of Yale's endowment, is the mother eagle in endowment investing land.

Yale goes out there and attacks new and weird investments. They are widely considered to be *the* thought leader in the allocator space.
Jul 3, 2018 12 tweets 3 min read
I've been keeping my eyes on retail BTC trading volume as a % of total BTC trading volume (charted).

It's the single best chart showing the death of sentiment in this bear market. Retail fell to as low as 5.6% on 6/8. The good news is that the % has stabilized at these levels. I think retail interest will need to trend higher in tandem with higher price moves for us to break through key resistance levels.

To know why, let's look closer at the anatomy of the recent bull and bear market.
Jun 3, 2018 15 tweets 5 min read
Let's discuss cross-coin price correlation. It is an overlooked market indicator so it's worth a thread. You should be familiar with crypto twitter's correlation measurement which consists of a screenshot of @CoinMarketCap's 7-day price spark line. It's time we put an end to this savagery.
Apr 12, 2018 18 tweets 5 min read
Thread with useful TradingView tickers. Will add tickers and some interpretations over time. See for how to use the tickers.