Johan Bergman
@JohanMBergman
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#bitcoin | The First Bastion | The Bitcoin Layer | Bitcoin as Store of Value
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Joined December 2015
This was my reply on some concerns that a reader of @TheBitcoinLayer had about BTCTCs:. Hi <name>,. Really appreciate your feedback and love that you’re engaging on this topic. Let me start by saying I share your concern to some extent. You clearly have a strong grasp on this,.
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I’ve been working on a Pine Script (TradingView) that tries to track which pref has most near future potential at current valuations. Comparing them directly to each other doesn't feel right. Instead I have valued each against the benchmark it’s actually influenced by:. STRF →
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Current unrealized losses for Short Term Holders is ~ $17.26 billion. That's 'only' of the 3.5% of the cohorts' mcap. The fear and the pain in their stomach gets real from 10% ($47.5 billion) and beyond.
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@TheBitcoinLayer Some graphs that I made for the article including hat tips. Venn Diagram from @PrestonPysh
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Choose your fighter: Investment Grade Battle ⚔️. US Corporate Index — Yield: 4.89% | Spread: 0.62%.Strife — Yield: 8.97% | Spread: 4.73%. US Corporates: backed by possible future earnings.Strife: backed by 7.5x overcollateralized $BTC.@jameslavish The Informationist
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STRD is at 826 bps credit spread 👀 To the looks of it, 'the one' or 'the other' is priced wrong.
It’s time to Stride.
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Many people in BTC will be trying to time the 2025 Top, where it is more and more likely that there will be No Top, and that we are going higher in 2026 (unless we reach $200k+ in 2025, because in that case a drop to $150k will be likely to happen).
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This might be the biggest unlock for people. But you’ll need to spent some bitcoin to reach this.
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Price is hugging the STH Realized Price. In bull markets, this often acts as support. The all-time average of the STH RP ratio points to ~$118K, gravity is pulling upward.Source: bitview dot space
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