Sean Sharif | QFILabs (@SeanSharifQuant) header
Sean Sharif | QFILabs (@SeanSharifQuant) profile picture

cofounder at @qfilabs

Ledger
Joined January 2026
Photo by Sean Sharif | QFILabs (@SeanSharifQuant)Photo by Sean Sharif | QFILabs (@SeanSharifQuant)Photo by Sean Sharif | QFILabs (@SeanSharifQuant)Photo by Sean Sharif | QFILabs (@SeanSharifQuant)Photo by Sean Sharif | QFILabs (@SeanSharifQuant)Photo by Sean Sharif | QFILabs (@SeanSharifQuant)Photo by Sean Sharif | QFILabs (@SeanSharifQuant)Photo by Sean Sharif | QFILabs (@SeanSharifQuant)Photo by Sean Sharif | QFILabs (@SeanSharifQuant)
Bitcoin climbed back above the average price recent buyers paid on August 19 and has stayed there for 72 days, but at $76.8K today it is only about 1% above their $75.8K cost, the closest it has come to slipping back under since then. If that line holds, the people who bought over the last five months stay in profit, and if it breaks they are back underwater. That's the line to watch.
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Sean Sharif | QFILabs retweeted
Are you tired of the non-stop perma-bull on-chain newsletters out there? Maybe it’s time to read our @qfilabs substack, specifically the one we published a couple of weeks ago. A pause before advance? 👇🏼
Bitcoin Note 9: “A Pause Before Advance?" Bitcoin's rebound has been swift, but realised capital is still catching up. Past recoveries point to a possible consolidation, which today's cost-basis levels place between $74.3K and $105.9K. Link👇
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Sean Sharif | QFILabs retweeted
Note 10: The Long Road Beyond the Mean Bitcoin regained its True Market Mean faster than any previous cycle, yet the road from there to new ATH was longer in every completed cycle, built on a supply handover the open cycle has barely begun. READ: qfilabs.substack.com/p/the-l…
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Sean Sharif | QFILabs retweeted
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Sean Sharif | QFILabs retweeted
Bitcoin is up 39% from its June low. Across three past recoveries, price repeatedly returned to the average price paid by recent buyers. That level sits near $75k in our latest analysis. Here’s why we’re watching it.
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Sean Sharif | QFILabs retweeted
Every Bitcoin cycle has taken longer to recover to its all-time high than it took to fall into the bear market. We're only ~100 days into this recovery. @cryptovizart walks through what the historical ratio implies. Watch now ⤵️ youtu.be/U-I_qW-3OzA
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Sean Sharif | QFILabs retweeted
Nearly 2 million BTC sit in a massive supply wall just above the current price. Over half of it formed in the past month. We rewind to 2023 to see how Bitcoin handled a similar wall and what happened when it finally broke.
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Sean Sharif | QFILabs retweeted
Live: where Bitcoin's supply sits, by price, block by block teapaw.org/i/broadcasts/1vKpPNvBp…
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Sean Sharif | QFILabs retweeted
Bitcoin supply map explained
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Sean Sharif | QFILabs retweeted
Bitcoin Note 9: “A Pause Before Advance?" Bitcoin's rebound has been swift, but realised capital is still catching up. Past recoveries point to a possible consolidation, which today's cost-basis levels place between $74.3K and $105.9K. Link👇
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Here is a systematic way to understand where the market stands based on onchain data
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Sean Sharif | QFILabs retweeted
Bitcoin supply, live: every coin moving, block by block teapaw.org/i/broadcasts/1jGXgBqme…
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Sean Sharif | QFILabs retweeted
Watch each block's coins leave their old prices and land on today's, live from the chain. teapaw.org/i/broadcasts/1DxLdZyrk…
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This is how Bitcoin actually looks like beneath the price. It’s a live 3D view of the supply, updating with every new block. You can watch coins move, see how old they are, and where in Bitcoin’s history they came from. Pretty wild seeing it happen live.
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