Gach | Crypto Quant
@CryptoGameSage
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Economist, Investor, Quant trader, Extremely grateful mfer Researcher at @MetavestCapital I make deep research and provide juicy alpha
Florida
Joined November 2023
WAS THAT REALLY THE BOTTOM? I don't think so. Let me show you why:
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Huge lesson in there.
" I ran $15 billion at Fidelity Magellan and the single biggest lesson I can give you is this: the price you pay is the only thing that determines whether you make money or lose money over time. Everything else is noise. I have seen people buy the greatest companies in the
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There’s something I’ve observed during the progression of @BlackholeDEX as a project. I find it deeply interesting. To put it simply: It’s the fact that price drifted lower and lower as more supply was emmited. Let me explain why. Emissions didn’t come as a surprise at all.
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There’s something I’ve observed during the progression of @BlackholeDEX as a project. I find it deeply interesting. To put it simply: It’s the fact that price drifted lower and lower as more supply was emmited. Let me explain why. Emissions didn’t come as a surprise at all.
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Sometimes I see this sort of publicity. MAINSTREAM ads, That I really start thinking... r we even the "underdogs" anymore? Maybe it is true that BTC shouldn't be worth 90-100k? Maybe Michael Burry is right when he says BTC is a tulip bubble? and we just can't see beyond our
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Crypto is in such sad situation rn. I'm trynna find good projects to invest in (outside of the majors) And nothing seems interesting. Even after these huge drawdowns, everything seems extremely overvalued. Coins r still launching (in Coinlist) at stupid high valuations and
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Note 1: I think this situation might be corrected when retail actually capitulates and alts bleed like they should. Which IMO is what should happen next, before BTC continues flying.
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Crypto is in such sad situation rn. I'm trynna find good projects to invest in (outside of the majors) And nothing seems interesting. Even after these huge drawdowns, everything seems extremely overvalued. Coins r still launching (in Coinlist) at stupid high valuations and
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I paid the subscription for Dr. Michael Burry's Substack so I can read first-hand his views on the current market. So far he's written 4 articles. 3 of them specifically related to the AI bubble. Here's my summary of part 1: "The cardinal sign of a bubble: Supply-side
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Part 2 of Michael Burry's 1st article about the AI bubble: These are some of the most remarkable (and wrong) affirmations made by mainstream figures during the .com bubble era: He says most people in the AI industry argue we're most likely in 1997 when drawing parallels to the
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I paid the subscription for Dr. Michael Burry's Substack so I can read first-hand his views on the current market. So far he's written 4 articles. 3 of them specifically related to the AI bubble. Here's my summary of part 1: "The cardinal sign of a bubble: Supply-side
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As much as I love @fableborne as a project and as much as I admire the team behind it... I'm sorry, but I'm not holding this bag. Already sold my airdrop. All gaming valuations are low af. I don't think an over 100M val can hold for too long. Not in this market. Anyway, I
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This is likely one of the most important pieces of information related to macro that u can possibly consume, going into 2026. This guy understands the bullish momentum but he's also very aware of the structural risks we're facing. That's the sort of take u want as an investor.
Macro Thread: 🧵 I have pulled together all of the macro and geopolitical risks that are building in the global system. These will impact macro liquidity and global growth I started by explaining the mechanism of the risks here: https://t.co/Jn5dsPJLUN
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Based view. Too many astrology believers in CT. Who think there’s a magic halving cycle (instead of a liquidity and business cycle).
Ok, i need to say this and i'm sure it will ruffle a few feathers because i'm seeing click bait bs all over X right now. SEASONALITY for $BTC IS ABSOLUTE NONSENSE. If you cba to do the analysis the basic results; Monthly return differences are statistically indistinguishable
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About BTC price. Let me be clear: Seems like we’ll pump to 97-100k to liquidate shorts. Wouldn’t expect price to go much further (short term). I don’t think enough pain has been inflicted upon retail. I see the TL, it’s very bullish. Ppl r too quick to assume the big seller
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Michael Howell's view of the market: Risk-off 'till late Q1 2026. Turbo bullish afterwards. Seems like Q1 will be great for DCA. Be prepared for it. Hold cash.
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For anyone who cares about my updated view of the market: Short form: This is a dead cat bounce. Seems like another leg down will take place between now and EOY. Long form: Imagine you're a big player. U need to unload Billions of USD worth of BTC. What do u do? U need to
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The effective rebate for @BlackholeDex S4 was: 32% My estimate was between 33-40%. Pretty close if u ask me.
At this pace we're very likely to hit my estimated 33-40 % effective rebate at the end of this season.
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Just asked Grok 4.1 about the likelihood of this exclusion from MSCI actually happening. Says it’s very likely it will. What this means is: 1) We might get a rough start of year 2) If any negotiation is successful and a full ban doesn’t happen, we’ll get a huge rebound on BTC
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So now we finally know the fundamental reason big players r selling so aggressively lately. As stated before, I knew it had to be a very strong reason. And that the headline was supposed to be in the public eye soon. Now everyone knows. The panic enraged and we (likely)
VERY interesting: MSCI’s announcement was actually made on October 10th but JP Morgan only reported it today. And if you look at the exact timestamp, it dropped minutes before the October 10th flash crash.
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