André Dragosch, PhD | Bitcoin & Macro

📌WATCH: Bitcoin = coiling spring.

If this model (and past history) is any guide, then we will likely teleport towards 140k - 150k USD in a fairly short period of time...

🔥OFFICIAL: Strategy now owns more than 600k bitcoins after the latest acquisition.

This is equivalent to

*checks notes*

2.86% of total $BTC supply.

Congrats @saylor !

#Bitcoin against the NASDAQ 100:

New all-time highs.

NOTE: Can you imagine that net buying volumes across all bitcoin spot exchanges are still slightly negative despite new all-time highs?

The key reason is that lettuce hands continue to take significant amounts of profits.

Realized profits to exchanges have spiked to the highest level since late 2024.

Prediction: Over the long term, the general trust in government will eventually converge towards 0...

Just wait until tradfi investors finally find out that sovereign debt and not bitcoin is just one giant unsustainable ponzi scheme.

The rush for the exit door (bitcoin) will be glorious.

Performances this morning:

#Bitcoin +2.7% 🟢

S&P 500 Futures -0.4% 🔴
NASDAQ 100 Futures -0.4% 🔴
Euro Stoxx 50 Futures -0.6% 🔴

But I am sure bitcoin is just a "leveraged NASDAQ play"...

BITCOIN CROSSES 120,000 USD FOR THE FIRST TIME EVER

Mood right now

BTC > 119,000

New all-time high

🔥SUPPLY SHOCK INCOMING

🧠 𝐅𝐫𝐞𝐞 𝐞𝐁𝐨𝐨𝐤 𝐟𝐨𝐫 𝐏𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥𝐬

I am celebrating bitcoin's new all-time highs by giving away my eBook for free on Amazon!

Promotion runs for the next 48 hrs.

If you're a professional investor, it's never too late to educate yourself about #Bitcoin.

The best time to learn was yesterday.
The second-best time is now.

📘 Exponential Gold - An Institutional Investor's Guide to Bitcoin & Cryptoassets

📥 Get the free eBook here:

On July 7, 1971, Paul Volcker traveled to the Netherlands to urge Jelle Zijlstra, the head of the Dutch central bank at the time, to withdraw a request to exchange $250 million for gold.

Zijlstra refused, explaining that he kept dollars solely for operational purposes. Volcker warned him,

“You are rocking the boat,”

to which Zijlstra retorted that if such a modest gold conversion could destabilize the system, then the system was already beyond saving.

Just over a month later, on August 15, 1971, the United States officially halted the dollar’s convertibility into gold.

Stay humble and stack Sats

BREAKING: Fed Chair Powell „is considering resigning.“ according to the FHFA Chair Pulte.

Printer is coming. 💸

#Bitcoin

It’s so over

🔥OFFICIAL: The number of #bitcoin treasury companies has doubled in 2025 already.

70 additional public companies have decided to put $BTC on their balance sheet this year - the same number of companies since bitcoin's genesis combined.

BTCTCs: undisputed mega trend of 2025.

🚨WATCH: Bitcoin is at new all-time highs but retail is almost nowhere to be found.

Latest leg up is mostly driven by institutions.

🚨JUST IN: US spot bitcoin ETFs just bought

*checks notes*

10,389 BTC.

IN A SINGLE DAY.

That's 19.4 x times the new supply.

Good night from London 🇬🇧