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btc's 14 day range is 6.4%, tighter than 95% of the last two years (median 12.7%).
79.7k to 84.9k and we're at the bottom of it with etf outflows stacking up. lose 79.7k on a daily close and the move is probably bigger than people think. hold it and 85k is in play
btc open interest is down 13.5% from the oct 23 peak, to 39.0k into tomorrow's jobs print
price bounced off the election low while leverage kept leaving. if jobs is soft and oi stays light, that bounce has room. if oi floods back on a hot number, i'm careful
MLB TTK retweeted
I’ve been long $IREN since $5.30, and the call back then was pretty simple: if AI kept scaling, grid-connected power would go up in value. That played out, and I went quiet while it ran.
I’m back because the stock now looks more disconnected from the business than at any point since I bought it.
At $22 we're at an ~$8.4bn market cap and ~$19bn of EV once you include YE 2026 GPU debt: about 6.3x exit-2026 run-rate EBITDA, and ~2.3x 2028 EBITDA, including the debt needed to fund the buildout.
If the 2027 capacity signs even at bear-case prices, about 20% below today’s, it trades roughly at what its contracts are worth, even if every GPU and every building is worthless the day those contracts end. And it owns roughly 2.3GW of energized capacity at a time when the biggest buyers in the world are saying they can’t get enough.
My floor works out around $24–36 and my base case for end-2027 is around $130 🧵
$AF pushed $46k of volume through a pool holding just 20k usdc today, buys and sells tied dead even at 479 each. down 11.5% on the day but holders ticked up to 1,239 from 1,214. @tryaiflow spread is decent with top 10 at 27%, the test is if new wallets keep coming
trade xyz did $6.9B of volume on hyperliquid in the last 24h, about 40% of everything traded on the chain
i think thats the real story under HYPE rn, not the ~14% giveback since the oct 29 ice wick to $97
bear case is real tho. cboe and citadel sued the cftc on nov 3 to block single stock perps, arguing theyre security based swaps for the sec
a freeze stalls the us stock angle, ice has no launch date anyway, and HYPE perp OI is $1.86B, 3x SOL. crowded long
$AI is up about 14% since monday on only $274 of 24h volume, 9 buys vs 3 sells. thin pool doing all the work with just 8.3k usdc in it. @arcinucto holders flat at 3,061 and the top 10 hold 52%, so one wallet moves this either way. small size only
MLB TTK retweeted
- gets elected
- launches 2 shitcoins for a quick buck nuking crypto
- starts crypto company for sons to grift off
- pardons biggest scammer in crypto
- uses tariffs for 2 years to insider trade
- starts war for Israel and bombs a school day 1
- uses endless weekend war to manipulate markets and enrich himself
- brags about all of it
- loses midterms and acts surprised
i remember i was in south korea, in the lotte hotel with my gf, excited tellng her that btc was gonna have better days ahead..
boy was i wrong :')
is CT just all bots?
You mean to tell me the guy who:
- Created $TRUMP (exit liquidity)
- Created $MELANIA and $WLFI (exit liquidity)
- Promoted altcoins through $WLFI (exit liquidity)
- Promised a Strategic Bitcoin Reserve but delivered no meaningful new BTC purchases
Just saw his party lose both the House and Senate in the midterms, and that's somehow bearish for crypto?
Crypto hit rock bottom during the full force of the Trump administration. The only way is up.
MLB TTK retweeted
EXCLUSIVE: @VitalikButerin has a warning for crypto users:
Don't buy coins just because you see them trending on Twitter.
At Devcon 8 in Mumbai (@EFDevcon), he explained how bots and coordinated accounts can manipulate public opinion for their own benefit.
He also called for better decentralized social media, where users have the freedom to choose their communities, leave them, or build their own.
#Devcon8 #Ethereum @ethereum
