RT Alex Krüger (@krugermacro)So I've lost the habit of posting here, as I've been traveling for an extended period of time and busy with personal matters. Plan to resume posting regularly soon. In the meantime let me share some quick market views given the dramatic moves we've just experienced.I see the current move as a smaller scale replay of last year's August crash (which bottomed on Monday).2024's August crash was driven by the BoJ hiking first (initial trigger for the infamous carry trade unwind), fol ...

3 things CT consensus is extremely wrong about:- OpenSea is an NFT company and they must reward "OGs" handsomely at airdrop or die out. OS is a crypto company. TAM of crypto >>>>>>> TAM of NFTs. They understand this.- "top" CT accounts. Many "top" accounts here have <15k followers. Many >50k accounts are functionally worthless. Most "top" lists have a bunch of garbage on them.- there being a "right" choice between ETH/BTC. Both are going up and to the right forever. That decision was made behind closed door ...

Market Sentiment - Industry anticipates a potential surge to $125,000 for BTC, which would surprise many traders [1] - Market participants describe recent price action as a "BLOOOOD BATHHHH" [1] Technical Analysis - The price briefly touched the upper boundary of a previously identified trading range [1]

Strategy posts record Q2 2025 results & shares 2025 guidance.Q2 Result: $14B op. income, $10B net income, $32.60 EPS.FY2025 Earnings Guidance: $34B op. income, $24B net income, $80 EPS.FY2025 BTC Guidance: 30% BTC Yield, $20B BTC $ Gain. https://t.co/GPwb8kEl2N ...

Cryptocurrency Transactions - Bitcoin wallets dormant for 15 years moved nearly $30 million [1] - Each wallet mined 50 BTC in 2010 [1]

White House digital asset report just got published:391 mentions of crypto130 mentions of BTC28 mentions of ETH...Crypto gets more spotlight, is this bullish for you? ...

🔥 LATEST: Jack Mallers’ Twenty One Capital to hold 43,500+ BTC after Tether adds 5,800 ahead of public listing. https://t.co/YBFBIz7Fgw ...

BLACKROCK BOUGHT OVER 4X AS MUCH ETH VS BTC LAST WEEKBlackRock purchased over $1.2 BILLION of ETH last week, against only $267M of BTC.This is what it looks like when institutions allocate to ETH. https://t.co/G7uh860hLR ...

Bitcoin ETF Investors Will Now Be Able to Redeem Shares for BTC► https://t.co/ZnOz14wnRS https://t.co/ZnOz14wnRS ...

🚨 🚨 🚨 423 #BTC (50,199,160 USD) transferred from #Cumberland to Coinbase Institutionalhttps://t.co/1vFLwUYCqT ...