Matt D'Souza, CPA Profile picture
Hedge Fund Manager Blockchain Opportunity Fund CEO Blockware Solutions CEO Blockware Mining Subscribe to our Research: https://t.co/4sDChjpEp3 CANSLIM
May 18, 2020 14 tweets 8 min read
1) The state of #Bitcoin: May 10th BTC corrected ~20% & caught support at its 200 DMA. $10,000 is being tested again. Each retest eats away at Overhead Supply. What we are witnessing is BTC Technicals trying to prove itself as demand over powers sellers attempting to keep it down 2) Many havnt noticed yet but 30%+ of the mining network has shut off Post Halving. New BTC is getting allocated to more efficient miners who can hold - a far more fertile environment for BTC to rally when solely analyzing the Supply Side.

What's to come for Miners & Difficulty?
May 1, 2020 17 tweets 8 min read
1) You all will be SHOCKED & that's our job .@BlockwareTeam

Data Driven Analysis: Mining #Bitcoin vs Buy & Hold BTC – Which is the Optimal Strategy to Capture the Long-Term Opportunity?

On Paper vs Real Results differ radically. We analyze 2 Mining Strategies vs Holding BTC: 2)
1. Buy & Hold Strategy: a miner buys Bitcoin and holds for the long-term
2. Mine & Sell to Cash: a miner buys a mining rig and sells all rewards daily to cash for the life cycle of the machine
3. Mine and Play with House Money: a miner buys a mining rig and
Apr 6, 2020 13 tweets 8 min read
1) Only 1 thing MATTERS – #Bitcoin SURVIVED and is going to survive by itself. The 2020 Market Crash has revealed that our society and many industries are vulnerable and failure prone. This introduces possibilities for disruption. 2) A majority of assets perform well in a Bull Market – you can blindly throw darts at a board and be successful. Bear Markets reveal inefficiencies and pockets ripe for disruption. The beauty of Nasty Bear Markets is that the junk never comes back.
Apr 2, 2020 8 tweets 7 min read
1) Busting the Myth: “Bitcoin has zero value & is backed by nothing.”

#Bitcoin is backed by the resilience of a decentralized network of miners that maintain block validation which establishes a consistent Financial System. Monetary Policy is dictated by code, NOT the 2) opinions of Central Bankers.

#Bitcoin Miners spend $BILLIONS on Electricity, Mining Rigs, Repurposed Facilities, Electrical Infrastructure & own some of the most valuable Energy Assets/Contracts in the World. They have astonishing CONVICTION in their Bitcoin Financial System.
Mar 26, 2020 8 tweets 10 min read
1) If you're a trader or investor in #Bitcoin & dont understand that the primary source of sell pressure on the price of BTC comes from Miners, its in your best interest to research Miner Sell Pressure, Difficulty, Halving 2020, & Miner Capitulation below:
blockwaresolutions.com/research-and-p… 2) Today we witnessed one of the largest Difficulty reductions in Bitcoin history. In the past, extreme difficulty reductions signal favorable probabilities for long-term capital deployment.
Mar 18, 2020 18 tweets 15 min read
1) We put this research piece together in January with the intention of keeping it internal and solely sharing it with clients we advise, but given the fear in the market, especially for miners, we have elected to share it with everybody. blockwaresolutions.com/research-and-p… 2) Everyone in the Bitcoin space should deeply understand this information as it thoroughly explains the Bitcoin Mining Network and how Miners create constant sell pressure on the price of Bitcoin. Bitcoin Miners are the backbone of the network as they are the security layer and
Feb 13, 2020 8 tweets 7 min read
1) The signature characteristic of an early stage bull market is First Mover and Institutional Accumulation. The retail and weak hands get shaken out and puke their holdings to the institutions and large holders. Image 2) These institutions and large holders have long investment time horizons, which is why we refer to them as strong hands. When the strong hands accumulate enough Bitcoin and soak up the weaker hands’ selling, the market will be positioned for significant price advancements
Jan 9, 2020 7 tweets 6 min read
blockwaresolutions.com/research-and-p…

Escalation in US-Iran Tensions Sparks Rally in Bitcoin:

With a technology in its infancy many market participants price in the future value of a technology based on its expected use cases & adoption. This process is called price discovery. Although many believe Bitcoin will be utilized as a payment system, the market disagrees.
64% of the available Bitcoin Supply has not moved since 2018, weakening the payment system thesis. How frequently is Physical Gold transferred – almost never.