0xsimba (@0xbrel) header
0xsimba (@0xbrel) profile picture

Daily Crypto, briefing before the US open | ETF Flows, levels, macor. Data first, no hype | Real trades, real lessons| Partnerships: DM open

underwater
Joined October 2021
Photo by 0xsimba (@0xbrel)Photo by 0xsimba (@0xbrel)Photo by 0xsimba (@0xbrel)Photo by 0xsimba (@0xbrel)Photo by 0xsimba (@0xbrel)Photo by 0xsimba (@0xbrel)Photo by 0xsimba (@0xbrel)Photo by 0xsimba (@0xbrel)Photo by 0xsimba (@0xbrel)Photo by 0xsimba (@0xbrel)
Pinned Tweet
I publish a crypto briefing every morning before the US open ETF flows behinf the headline number The levels that matter that day What whales are doing while CT doomposts The macro prints that move everything, flagged early. Real data, real tales. My misses get posted too.
59
MSCI publishes its list tonight and strategy might be on it if it gets named, index funds have to sell around $2.8B of mstr after nov 30. forced selling, no choice in it
2
1
175
saylor's average entry is 75.4k. price is 73.7k. he's underwater on 850k btc and still not selling. respect or madness, can't tell anymore btc is sitting on the 200-day at 73.2k while this lands. lose that and it gets ugly fast named or clean?
1
18
follow @0xbrel, i post the number that matters every morning
14
CPI came in HOT. Headline +0.4, expected +0.3. Core +0.3, expected +0.2. Soft print trade is dead. No squeeze today. December hike was already 84% priced this morning. Watch it climb from here..
BREAKING: October CPI inflation rises +0.4% month-over-month, above expectations of +0.3%. Core CPI inflation rose +0.3%, also above expectations of +0.2%. BLS will not be releasing year-over-year figures due to the October 2025 government shutdown. Inflation still appears to be running hot.
1
239
BTC, the line is $73.5K now. Lose it and this gets ugly fast. Buying the flush or fading it? Drop your take below. Follow @0xbrel, I grade my calls in public
15
Nasdaq just had its best day since April. +2.7%. Bitcoin? Still pinned under $75K. Everyone's waiting on CPI. Core expected +0.2%. Here's the bit nobody's saying out loud: a December hike is 84% priced. The market already bought the hawkish story.
3
95
So a soft print doesn't just help. It unwinds the whole trade. Hot print and $73.5K gets tested. Soft print and the shorts get squeezed. I'm watching the print, not the chop. What flips me is the ETF flow number after it. Are you sitting today out or positioned?
8
Bitcoin is getting dumped and accumulated at the same time. Read that again. $1.44B out of IBIT. 6 sessions straight. Wallets holding 1,000+ BTC? Pulling coins off exchanges at the fastest pace in 10 days. ETF money is scared. Whale money is patient. CPI drops tomorrow
1
1
135
I know which side I'm on. Flows get the headlines, whales get the coins. Whales or ETF flows. Who is right? Drop your take below. Follow @0xbrel. I break down this data every morning before the US open, before CT wakes up to it.
1
16
This is going viral. FYI 80% of these KOL’s do this and has been happening for a long time.
One of crypto's largest KOLs has been secretly extracting millions from his audience We’ll expose him soon Unfortunately, he’s just a symptom of a much bigger problem Social trading has brought out the worst in KOLs. It was designed to keep them honest by making every trade public. In reality, the opposite happened In just a few weeks, we exposed a number of "top social traders" using the same tricks: • Public wallets to attract copy traders • Side wallets to dump • Callouts to farm rewards • Bundled tokens to hide supply And there are plenty more doing the exact same thing Why? Because our industry incentivizes it 1) Launchpads allow it Most launchpads today are obsessed with one thing: volume. Millions in callout rewards, affiliate links, and top leaderboards. Almost nothing on detecting bundles, side wallets, or shady traders. Scams drive volume. Launchpads have no reason to stop it (other than actually caring about their users) 2) Social trading incentivizes it Side wallets have become a business model. Before social trading, only big KOLs could do it. Now, anyone who lands on a leaderboard can monetize by dumping on their copy-traders. The temptation is real 3) CT normalizes bundle culture “Everyone bundles. It's how it's done" - an excuse we hear every time we expose a KOL. Supply control isn't the problem. Hiding it is. If it's so bullish, why hide it? Spoiler: because you're planning to sell *** Launchpads are paying millions to dishonest KOLs. It's time they start taking it seriously Audit the top traders. Expose their side wallets. Ban repeat offenders We have the tools. What's missing is the willingness to use them No one's coming to save us
60
I just called an unc in the gym today 😂
59
Been obsessed with the stock market since I was a teenager. Have traded through the dotcom bubble, the financial crisis and just about every market mania since. But I’ve never seen anything like the skepticism surrounding AI. Not even close. Every time one bubble narrative falls apart a new one takes its place. Rumors become headlines. Misleading data goes viral. Claims that could be debunked with 5 minutes of research get repeated by major media outlets, influential investors and Wall Street analysts. It’s relentless and honestly pretty fascinating to watch. Of course there will be spectacular failures and massive wealth destruction along the way. That’s what happens during technological revolutions. But I’ve never witnessed this much effort to convince the world that something so transformative is actually one giant speculative bubble destined to take the entire economy down with it. I understand why AI scares people. What I find harder to understand is why so many investors seem to be rooting for it to fail.
569
388
72
5,736
410,385
I Opened Pump fun few mins ago and saw MBUM, Illusion and Desks absolutely ripping. Wanted to ape in, but took a minute to do some DD first. The bundling stood out, with a large part of the supply controlled by a few wallets. I skipped. About 30 minutes later, they were down 60–75%. I’m learning, getting better, and trying to make fewer expensive mistakes.
2
100
Opened Pump fun for a minute and checked and reviewed the callouts on Bubblemaps. Bundle after bundle after bundle. That isn’t sustainable distribution, it’s a setup for exit liquidity. Flying blind will get you rekt. My lesson today ; do the research before chasing the ticker.
2
96
I’m documenting a crypto rebuild from a small bank roll of $500. I previously reached six figures, then gave it back through poor money management. That’s the part people usually hide. I’m not hiding it. The goal isn’t to manufacture hype or pretend every token is a winner. It’s to build a repeatable process, publish the reasoning, record the losses, and see what disciplined execution can do over time. Day 0 begins now.
1
86
I have been using jumper for the last 2 years plus and just signed up for their waitlist. Not sure exactly what its for but signed up anyway 🤣 Join me on the Jumper waitlist. waitlist.jumper.xyz/r/JMP-9F…
80
I realize I overtraded a lot this week. In and out of too many positions and that’s not my style. Accumulate 1-2 positions with convictions and sell. This was a 300$ lesson. Back to doing what I’m good at.
2
93
Not selling this as "you'll get rich" , most of what I ape into goes to zero but the app is genuinely the best way I've found to spot these early and actually track your positions without five tabs open. Nothing serious, just having some fun. 10% off fees with code: 0xsimba1 fomo.family
85