slt444@proton.me
proton.me · Joined 2025-08-12 · Last active 2025-08-29
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Recent Conversations (7 messages)
US Appeals Court finds President Trump's global tariffs illegal. After this news BTC pumped hard, as well as ETH, XRP, and FARTCOIN, and PEPE. 30 minutes later other assets are going back down, but BTC is holding. Why is BTC holding? Is there a possible rotation into BTC from other crypto holder
Aug 29, 10:12 PM
# Bitcoin Holding Strong: Market Rotation Analysis ## TL;DR **Bitcoin is holding at $108,349 (+3.5%) while other assets declined because it's acting as a "flight to quality" play during macro uncertainty.** Multiple data sources confirm active rotation: institutional ETF flows concentrated in BTC ($179M vs $39M for ETH), whale movements showing altcoin selling pressure, and technical support at key levels (200-day SMA, Bollinger Bands). The emerging SOL DAT meta represents a separate trend tar
As a top NYC investment banker, analyst, and trader, I need a detailed analysis and investment execution strategy for Bitcoin, given the U.S. Federal Reserve’s recent hints at cutting interest rates, which are driving bullish sentiment in U.S. stocks and crypto markets. Please provide a comprehensiv
Aug 23, 04:51 AM
# Bitcoin Investment Analysis & Execution Strategy *As of August 23, 2025 UTC* ## TL;DR **Current Price**: $115,662.75 - consolidating in $113.6K-$120K range after recent Fed dovish signals <Reference id="call_aIKqSFsG7KqJuUEp1vT7oYc6"/> **Investment Thesis**: **BULLISH** - Early cycle expansion phase with short squeeze setup. Target allocation: 5-8% for institutional portfolios. **Key Catalysts**: Fed rate cuts, defensive derivatives positioning, institutional accumulation despite ETF outf
With the number of tokens that exist, picking ones to buy/bid (for me) is either something that has real value, momentum or a huge catalyst coming up. Infrastructure tokens that likely dont need to exist, dont have high mindshare, nor a catalyst and do not have a catalyst that will get a lot of eye
Aug 25, 07:59 AM
# Bitcoin Investment Assessment: Catalyst-Driven Value vs. Late-Cycle Risk ## Does Bitcoin Meet Your Investment Criteria? **✅ YES** - Bitcoin strongly fits your framework for concentrated late-cycle positioning. Here's the breakdown: --- ## Real Value Beyond Speculation Unlike infrastructure tokens with questionable utility, Bitcoin demonstrates **genuine institutional adoption**: | Metric | Current Value | Real-World Impact | |--------|---------------|-------------------| | **ETF Holdings