netflow

Forget the noise. As Alpha Thesis, we focus on the data that matters. The two most critical on-chain metrics are flashing a clear signal right now.
1. Exchange Netflow: The Supply Shock
•What it is: The difference between $BTC flowing onto exchanges (sell pressure) and off exchanges (accumulation).
•The Data: Over the last 24 hours, we have seen a net outflow of approximately -15,000 BTC from all major exchanges.
•The Alpha Thesis: BULLISH. When supply leaves exchanges, it moves into cold storage (long-term holding). This reduces the immediate sellable supply, setting the stage for a supply shock and a potential price rally.
2. Stablecoin Supply Ratio (SSR): The Buying Power
•What it is: The ratio of $BTC 's market cap to the total market cap of all stablecoins (USDT, USDC, etc.). A low SSR means stablecoins have high buying power.
•The Data: The SSR has recently dropped to a critical level of 21.
•The Alpha Thesis: BULLISH. This low reading indicates that there is a massive amount of dry powder (stablecoins) sitting on the sidelines, ready to be deployed into $BTC . The market is coiled for a large injection of capital.
Conclusion: The High-Conviction CallThe confluence of a Supply Shock (BTC leaving exchanges) and Massive Buying Power (low SSR) is a rare and powerful signal.
My Alpha Thesis: The market is preparing for a significant upward move. Any short-term dip is a gift. The time to be aggressive is now.
What is your current target for the next 7 days?#OnChainAnalysis #BTC #Netflow #SSR #BinanceSquare