You always have a great perspective. Thanks for your work. I'm just wondering why, in this specific context, Oracle shouldn't be included. Isn't it a hyperscaler too?

Death spiral ser

They are not

What is unfolding exactly ?

Super post ! Petite question. Quels éléments tu utilise pour appuyer ce raisonnement : "une économie beaucoup plus dépendante de l’énergie", "une économie beaucoup moins énergivore qu’à l’époque". La conso de barils annuelle est bien plus haute, pareil pour le kWh/capital.

As always amazing job. I was wondering why you selected 72000 BTC issued per Quarter before Q2 halving and then 38500 ? Because it's mined every day, it should be daily issuance * Exact number of days in the Q. It gives 81k BTC before Q2 2024 halving and 40500 after.

Again, I'm already a share holders, and I can buy the new supply, as the new investors that are willing and know exaxtly the volatility they are going to be exposed to. Still not a ponzi scheme here ser.

I'm already a shareholder. But I can also buy STRC or MSTR. It's not (only) new investors. And no one is telling you that it is risk-free or other ponzi-type marketing shit. I'm very aware of the volatility i'm exposed to. No ponzi scheme here ser. Think harder.

Incredibly interesting as Always @sminston_with. As always, I'm learning to understand and do thoses on my own. But I think that i'm reaching the edge of what using Google Sheet can offer to me. I can't use a Log scale for the x-axis (Time). What are you using (Python ?).

Is that a 1 year rolling ZScore, 2 year ? I can't find out the exact window you've used

Private swaps Private Limit Orders

Absolutely

Until it doesn't. The red candle will be terrifying

num_PI @toly @mert Any of you aware about the present cases ? Seems odd to me and pretty handy when everyday SOL is being bought on ETF's. Would be nice to see price go down for a little bit, especially I would love to enter with size. Maybe i'm just a conspiration maxi.

Correct me there if I'm wrong. If we can see on explorer that you were interacting with it. Then, yes, you cannot link the previous wallet from your new one(s). But authorities could still know that we interacted with you in the first place right ?

In decline

Not all

Where can I get this chart ? (Buying it if needed) That's very interesting

Damn, I wasn't able to understand how we could have thoses funding for ZEC and ICP with the recent price performance. It didn't make any sense to incentivise longs that much. How do you explain this (does it has something to do with TOF) ?

XMR