Ki Young Ju
@ki_young_ju
Alpha Collector | Founder & CEO @CryptoQuant_com
3.2K Following 435.4K Followers
Few exchanges fully reimburse users after hacks.
Binance has done it before and will keep doing so.
That's one reason it keeps growing.
BTC must hold $80K level to avoid a long liquidation cascade toward $73K.
Reading the replies, looks like the shorts are euphoric. Good luck.
Buy the fear, sell the euphoria.
Are you feeling fear or euphoria right now?
Buy the fear, sell the euphoria.
Are you feeling fear or euphoria right now?
Most bearish stocks and commodities by analyst consensus.
Might be time to sell and rotate into Bitcoin.
I don't think an AI bubble burst would hurt BTC much.
Bitcoin missed the entire AI rally. Those who bought AI stocks may have already sold their BTC. Now it may be time to rotate back into Bitcoin.
AI crash isn't necessarily bullish or bearish for BTC. They seem unrelated.
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Debt-fueled AI boom risks leasing-style bust.
Looking for people who considered CryptoQuant Premium and didn't buy, or who pay for Glassnode.
Tell me what's missing. If we end up building what you suggest, you get a month of Premium on me. Reply or DM me.
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Bring on-chain data into any LLM.
CryptoQuant’s MCP server is live, and it works with Claude, ChatGPT, Cursor and any MCP-compatible client.
Setup takes less than 60 seconds 🧵👇
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Retail traders are gone from BTC futures markets, the exact opposite of what we saw at the top.
comfy with Next.js
We don't use PHP.
Korean defense large caps are down while small-cap meme stocks are up amid rumors of Kim Jong Un's death.
Ancient people used stones as money and tracked who owned which stone by consensus. Sound familiar?
The most bullish stock by analyst sentiment is $MSTR.
The team behind $TRUMP extracted $779M to $1.16B from buyers. And the buyers are down 97%.
Hey Mike
ETFs brought in $58B and treasury companies hold 1.3M BTC. If all of it leaves, on-chain cost basis still puts the floor near $30k.
$10k means MVRV 0.2. Bitcoin's worst bottom was 0.6. You would need 2019 buyers to panic, and they have already survived two 75% crashes.
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A Bitcoin $10,000 Reversion Path Could Trigger Tumbling Dominoes
The first-born crypto led the way up for risk assets since 2009, but Bitcoin's peak above $100,000 in 2025, gold's rise above $5,000 in 1Q and most central banks shifting to restraint alongside surging government bond yields may signal an endgame. I see Bitcoin on track toward support around $10,000, notably if the US stock market has a 20% drawdown.
Full report on the Bloomberg here:
{BI COMD}
#Bitcoin# #gold# #bonds# #stockmarket# @BBGIntelligence
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AI stocks going down, Bitcoin holds
Analysts don't care about MSCI. $MSTR consensus still very bullish.
Citi $240, Barclays $175, B. Riley $195. Targets going up, not down.
MSCI is a flow story, and it's priced in. What matters now: mNAV ~1.0x, STRC at par, $3.75B reserve covering dividends.
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Finance has always run on assumptions, because no one could see the whole picture of where money moves.
On-chain, you can. Every flow, every wallet, in real time.
Crypto's biggest contribution may not be a new asset class, but a financial system you measure instead of guess.
I talked about it with @binance. Link below.
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Bitcoin bull run just started, but no one cares.
