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dan_pantera
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dan_pantera
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Very excited to discuss bitcoin as a macro asset with @adam3us, @DTAPCAP, and @intangiblecoins at #Bitcoin2025 @TheBitcoinConf Session Title: The Institutionalization of Bitcoin As a Macro Asset Stage: Nakamoto Stage Date/Time: May 28, 3:00-3:30pm
Very excited to discuss bitcoin as a macro asset with @adam3us, @DTAPCAP, and @intangiblecoins at #Bitcoin2025 @TheBitcoinConf
Session Title: The Institutionalization of Bitcoin As a Macro Asset
Stage: Nakamoto Stage
Date/Time: May 28, 3:00-3:30pm
BTC
+2.01%
dan_pantera
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Excited to speak at #Consensus2025 tomorrow alongside my friend @DTAPCAP on macro and crypto. Session: Crypto OG's Talk Macro Stage: Mainstage Date: Wednesday, May 14 Time: 2:30-2:55pm EDT
Excited to speak at #Consensus2025 tomorrow alongside my friend @DTAPCAP on macro and crypto.
Session: Crypto OG's Talk Macro
Stage: Mainstage
Date: Wednesday, May 14
Time: 2:30-2:55pm EDT
dan_pantera
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Excited to speak at the Milken Institute Global Conference next week on digital asset adoption and the future of investing. Session: Bending the Curve: Innovation in Asset Management Date: Tuesday, May 6 Time: 4:00-5:00pm PDT
Excited to speak at the Milken Institute Global Conference next week on digital asset adoption and the future of investing.
Session: Bending the Curve: Innovation in Asset Management
Date: Tuesday, May 6
Time: 4:00-5:00pm PDT
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BitcoinHoldsNear$63500
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Bitcoin Holds $63,500: A Technical Crossroads The market is in a low volatility compression phase: - 30-day implied volatility (BVIV) has plunged to 36%, its lowest since May near multi-year lows. - Spot volume has fallen to levels last seen in early 2019, while on-chain transfer velocity hit a 7-year low, per Bitfinex Alpha. - ETF flows are split: BlackRock’s IBIT added $693M inflows last week but total spot ETFs saw $385M net outflows, signaling institutional divergence. ✅ Support: $63,200 (realized price median), held for 14 days straight. ⚠️ Resistance: $65,650–$67,000 where short-term holders break even and new whale cost bases cluster. ⛔ Breakdown risk: A close below $62,350 opens path to $61,050, then $57,803 (June low). Crucially, Bitcoin’s price is not leading, it’s lagging. While the S&P 500 hit all-time highs (7,758) and Nasdaq surged +5.2%, BTC remained range-bound. That divergence isn’t weakness, it’s waiting for confirmation: a breakout above $67K with volume would signal real institutional re-engagement. #BitcoinHoldsNear$63500 #SP500TopsRecord7800
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