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david.btc
3.1k Publications

david.btc

Bitcoin maximalist since 2017. HODL philosophy, long-term vision. I study on-chain metrics, macro trends, and why Bitcoin matters. Sometimes contrarian, always principled. Stack sats.
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Publications
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Open Interest on $BTC is completely dead right now. Just spot buyers left. All the degens have been flushed out. No leverage = no volatility = boring price action until something breaks.
Open Interest on $BTC is completely dead right now.

Just spot buyers left. All the degens have been flushed out.

No leverage = no volatility = boring price action until something breaks.
Voir la traduction
$BTC chart looking rough rn. Price action weak, no conviction in this range. Either we reclaim support or we're heading lower. Watch for a breakdown if volume stays dead.
$BTC chart looking rough rn. Price action weak, no conviction in this range. Either we reclaim support or we're heading lower. Watch for a breakdown if volume stays dead.
Voir la traduction
SEPTEMBER ALPHA CALENDAR 🗓️ Major catalysts dropping this month across multiple chains. Full breakdown incoming. Watch: $ARC $CRO $AVAX $BMEX $SOL $BASE $CT Liquidity will rotate fast. Position accordingly or get rekt.
SEPTEMBER ALPHA CALENDAR 🗓️

Major catalysts dropping this month across multiple chains. Full breakdown incoming.

Watch: $ARC $CRO $AVAX $BMEX $SOL $BASE $CT

Liquidity will rotate fast. Position accordingly or get rekt.
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$ETH holding $2600 is the line in the sand right now. If it stays above, we're looking at a strong local bottom. Reclaim and hold could trigger the next leg up—watch for volume confirmation and derivatives funding. Lose it? Probably revisiting $2400-2500 zone. Position accordingly.
$ETH holding $2600 is the line in the sand right now.

If it stays above, we're looking at a strong local bottom. Reclaim and hold could trigger the next leg up—watch for volume confirmation and derivatives funding.

Lose it? Probably revisiting $2400-2500 zone. Position accordingly.
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txflow down 🥲 Reaching out to the team to see what's causing the drop. Will update once I hear back.
txflow down 🥲

Reaching out to the team to see what's causing the drop. Will update once I hear back.
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Major Yield Opportunities to Watch Before They Open Everyone chases live #APYs. Smart money watches the opportunities before they open. For each one, we broke down: • Where the yield comes from • The real exposure • Transparency level Everything you need to position early 👇
Major Yield Opportunities to Watch Before They Open

Everyone chases live #APYs. Smart money watches the opportunities before they open.

For each one, we broke down:
• Where the yield comes from
• The real exposure
• Transparency level

Everything you need to position early 👇
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Don't let them gaslight you into thinking staying poor is somehow noble. They'll tell you inflation is transitory, that you should be grateful for your devaluing fiat, that wanting financial freedom makes you greedy. Meanwhile they're front-running every trade, printing money for bailouts, and gatekeeping wealth behind regulations. This is exactly why crypto exists. Permissionless. Borderless. Unstoppable. You don't need their permission to build wealth.
Don't let them gaslight you into thinking staying poor is somehow noble.

They'll tell you inflation is transitory, that you should be grateful for your devaluing fiat, that wanting financial freedom makes you greedy.

Meanwhile they're front-running every trade, printing money for bailouts, and gatekeeping wealth behind regulations.

This is exactly why crypto exists. Permissionless. Borderless. Unstoppable.

You don't need their permission to build wealth.
Voir la traduction
Japan macro update: Corporate pricing (PPI) cooling off: • MoM: -0.2% vs July • YoY: Still up 7.6% Consumer inflation holding ~1.8% (core CPI from Aug 28) Next catalyst: Sept household prices drop Oct 23, 8:30am JST Translation: Corporate costs rising slower but still elevated. Consumer side stable for now. Watch that Oct data—if household spending cracks under sustained corp price pressure, $JPY could see vol. BOJ pivot watch continues.
Japan macro update:

Corporate pricing (PPI) cooling off:
• MoM: -0.2% vs July
• YoY: Still up 7.6%

Consumer inflation holding ~1.8% (core CPI from Aug 28)

Next catalyst: Sept household prices drop Oct 23, 8:30am JST

Translation: Corporate costs rising slower but still elevated. Consumer side stable for now. Watch that Oct data—if household spending cracks under sustained corp price pressure, $JPY could see vol. BOJ pivot watch continues.
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$ZEC looking juicy here for spot bags. Yeah it's catching a falling knife but risk/reward is there. Privacy narrative still has legs and these levels won't last.
$ZEC looking juicy here for spot bags. Yeah it's catching a falling knife but risk/reward is there. Privacy narrative still has legs and these levels won't last.
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¥ strengthening past 48h. Past 2 years: $USD/¥ spent 72% of time in 147-159 range. Zoom out. Range-bound until it's not.
¥ strengthening past 48h.

Past 2 years: $USD/¥ spent 72% of time in 147-159 range.

Zoom out. Range-bound until it's not.
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Silicon Valley Investclub just dropped a 7-page tearsheet on $XRP / Ripple Company valuation: $25B Secondary market share price: $92 Title literally says "XRP Could Actually Flip Bitcoin" This is institutional-grade research from a private-market intel platform that feeds deal flow to big money Not some random CT hopium — actual valuation modeling hitting desks right now Whether you're bullish or not, the narrative is shifting at the institutional level
Silicon Valley Investclub just dropped a 7-page tearsheet on $XRP / Ripple

Company valuation: $25B
Secondary market share price: $92

Title literally says "XRP Could Actually Flip Bitcoin"

This is institutional-grade research from a private-market intel platform that feeds deal flow to big money

Not some random CT hopium — actual valuation modeling hitting desks right now

Whether you're bullish or not, the narrative is shifting at the institutional level
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TSA turning into a Black Mirror episode. When did airport security start cosplaying 1984? This is why we need decentralized identity solutions. Your biometrics shouldn't be government property. Web3 fixes this.
TSA turning into a Black Mirror episode. When did airport security start cosplaying 1984?

This is why we need decentralized identity solutions. Your biometrics shouldn't be government property.

Web3 fixes this.
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Ripple quietly stacking builders again 👀 New hire just dropped - first real builder-facing role since the early days (Ryan Terribilini 2013-14, then @warpaul & @HammerToe) 2022-2026? Pretty much radio silence on this front What caught my eye from his LinkedIn: "Shields team from organizational noise so they can focus on the work" Translation: Less meetings, more shipping Ripple going back to basics while $XRP sits at key levels. Timing matters in this game 🎯
Ripple quietly stacking builders again 👀

New hire just dropped - first real builder-facing role since the early days (Ryan Terribilini 2013-14, then @warpaul & @HammerToe)

2022-2026? Pretty much radio silence on this front

What caught my eye from his LinkedIn:
"Shields team from organizational noise so they can focus on the work"

Translation: Less meetings, more shipping

Ripple going back to basics while $XRP sits at key levels. Timing matters in this game 🎯
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Institutions finally stepped in this week. Central bank made a move. $21B exchange positioned. First staked $TRX ETF dropped. The sidelines are empty now. $PLUME $LAPTOP $PUMP $REZ $FLOP $REAL $ETH $ZK
Institutions finally stepped in this week.

Central bank made a move. $21B exchange positioned. First staked $TRX ETF dropped.

The sidelines are empty now.

$PLUME $LAPTOP $PUMP $REZ $FLOP $REAL $ETH $ZK
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$ETH holding like it's glued to support while everything else bleeds. No major selloff despite: - Weak macro - BTC wobbling - Alts getting wrecked Either smart money is accumulating or we're about to see a delayed dump. Watch the next 48h closely. Strong hands or dead cat? You decide.
$ETH holding like it's glued to support while everything else bleeds.

No major selloff despite:
- Weak macro
- BTC wobbling
- Alts getting wrecked

Either smart money is accumulating or we're about to see a delayed dump. Watch the next 48h closely.

Strong hands or dead cat? You decide.
Voir la traduction
❗️$UNI V4 hooks just turned LPs into programmable money legos $1.08B TVL locked $34.9B volume (30D) $108.8M fees generated Here's how degens are actually farming hooks rn 👇
❗️$UNI V4 hooks just turned LPs into programmable money legos

$1.08B TVL locked
$34.9B volume (30D)
$108.8M fees generated

Here's how degens are actually farming hooks rn 👇
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Market's derisked hard going into today/tomorrow's data drops. If we see big moves, it won't be from perps cascading—positioning is too light unless spot flows go nuclear. This is what a scared market looks like. Yet $BTC still holding ~$78k with funding neutral or even negative on some venues. Half the perps buying from the god candle? Already unwound. In a neutral market with no spot bid, fair value should be ~$72k. Price holding $5-6k above where it should be tells you something. Anxiety is the meta right now. Everyone's cautious. Support: $77k
Market's derisked hard going into today/tomorrow's data drops.

If we see big moves, it won't be from perps cascading—positioning is too light unless spot flows go nuclear.

This is what a scared market looks like. Yet $BTC still holding ~$78k with funding neutral or even negative on some venues.

Half the perps buying from the god candle? Already unwound. In a neutral market with no spot bid, fair value should be ~$72k.

Price holding $5-6k above where it should be tells you something.

Anxiety is the meta right now. Everyone's cautious.

Support: $77k
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You can actually privatize transparent chains directly in @EdgeWallet. Most people don't know this exists. If you're still raw dogging your transactions on public chains, you're leaving footprints everywhere. Privacy isn't optional anymore—it's survival.
You can actually privatize transparent chains directly in @EdgeWallet.

Most people don't know this exists. If you're still raw dogging your transactions on public chains, you're leaving footprints everywhere.

Privacy isn't optional anymore—it's survival.
Voir la traduction
Soul Protocol just dropped their one-pager 👀 The pitch: Omnichain liquidity layer that unifies $AAVE $COMP $MORPHO and $VENUS into ONE market across 5 chains. No more bridging. No more fragmented positions. You deposit once, borrow anywhere. All major lending protocols pooled into a single interface. This is what DeFi composability was supposed to look like. If execution matches vision, this could seriously change how we think about cross-chain lending. Keep eyes on Soul Protocol.
Soul Protocol just dropped their one-pager 👀

The pitch: Omnichain liquidity layer that unifies $AAVE $COMP $MORPHO and $VENUS into ONE market across 5 chains.

No more bridging. No more fragmented positions.

You deposit once, borrow anywhere. All major lending protocols pooled into a single interface.

This is what DeFi composability was supposed to look like. If execution matches vision, this could seriously change how we think about cross-chain lending.

Keep eyes on Soul Protocol.
Voir la traduction
The 4D chess play nobody saw coming: Dems block crypto clarity → Hunter needs cash → Gets psyop'd into launching a coin → Rugs 99.9% → Dems suddenly want regulation You can't make this up. The entire political circus just became the best case study for why we need clear rules. When the crackhead son of a politician can launch and rug a token, maybe it's time to admit the Wild West era needs guardrails. This isn't just meme fodder—it's literally the catalyst forcing regulatory conversation. Sometimes the most absurd scenarios create the most pressure for change. 3000 IQ move or pure chaos? Either way, we're watching policy get shaped by the dumbest possible timeline.
The 4D chess play nobody saw coming:

Dems block crypto clarity → Hunter needs cash → Gets psyop'd into launching a coin → Rugs 99.9% → Dems suddenly want regulation

You can't make this up. The entire political circus just became the best case study for why we need clear rules. When the crackhead son of a politician can launch and rug a token, maybe it's time to admit the Wild West era needs guardrails.

This isn't just meme fodder—it's literally the catalyst forcing regulatory conversation. Sometimes the most absurd scenarios create the most pressure for change.

3000 IQ move or pure chaos? Either way, we're watching policy get shaped by the dumbest possible timeline.
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