#Bitcoin On-chain & Cycle analyst. Supported by @BitcoinMagazine & @Roxom. Building the Bitcoin Strategy Platform & Newsletter.

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Joined May 2017
Fantastic conversation with @therationalroot, he really pulled out the big guns! Wonderful analysis of all the Bitcoin data.
We went deep on 12 Bitcoin charts, all pushing the same direction. @therationalroot joins @theBTCmentor on the cycle bottom, ETF flows, the spiral chart, macro, and why a new ATH could land within 6 months. Watch now: youtu.be/ZkpoEFOQ_cM
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Bitcoin is down about 14% since Q2 began, but ETF holdings are up roughly 7.5%. Are institutions buying the dip? We explain why rising ETF holdings can be a bullish signal despite near-term weakness, and how institutional buying may show up in price later. The State of Bitcoin Markets breaks down the case with @borjamartels and @therationalroot
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NOW LIVE with @therationalroot
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MONDAY AUGUST 24th | 11.15 AM ET The State of Bitcoin Markets - @therationalroot - @Kosanovic_V At @roxom via X and YT - drop your questions below 👇
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The real issue: has Bitcoin truly stabilized, or is there still one more leg down? We cover realized price, historical context, market fragility, and why investors should stay probabilistic instead of treating headlines as regime shifts. The State of Bitcoin Markets breaks down the case with @therationalroot @borjamartels and @lucaatroxom
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Bitcoin’s clearest signals may come from credit, not price. We break down digital credit, Bitcoin treasury firms, preferred stock, and the mechanics of capitulation, what it looks like when forced sellers run out. The State of Bitcoin Markets breaks down the case with @therationalroot @borjamartels and @lucaatroxom
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MONDAY AUGUST 10th | 11.15 AM ET The State of Bitcoin Markets - @Sanderandersenn - @therationalroot At @roxom via X and YT - drop your questions below 👇
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Worth the read 👇
Coldcard's development process was truly below par, and a simple apology doesn't cut it. Read the latest Bitcoin Strategy newsletter on what happened and how to protect yourself. 👇 bitcoinstrategyplatform.com/…
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"Comfort is not the same as ownership, and abundance is not the same as freedom." 🔥 Governments will print and erase most of AI productivity gains. Takeaway: Bitcoin is the only way to preserve economic energy.
Replying to @elonmusk
@elonmusk predicts that money will no longer matter by 2036. I believe AI abundance will make sound money more important, not less.
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Finally, monetary thinking in the #bitcoin space & age. Well done @therationalroot !
Replying to @elonmusk
@elonmusk predicts that money will no longer matter by 2036. I believe AI abundance will make sound money more important, not less.
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MONDAY JULY 13th | 11.15 AM ET The State of Bitcoin Markets - @therationalroot - @Croesus_BTC At @roxom via X and YT - drop your questions below 👇
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"People are blaming treasury companies while actually, ironically, they have been the main driver of demand during this bear market." @therationalroot on why Bitcoin got left behind as capital flowed into AI and SpaceX instead.
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"Treasury companies are here to stay. They're a bridge on the path to the Bitcoin standard, just as ETFs are a bridge for capital to flow from the fiat system into Bitcoin." @therationalroot on why the death spiral narrative is wrong.
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🟠@therationalroot JUST PUT A DATE ON THE BITCOIN BEAR MARKET "I actually expect this bear market only to last four more months or so at most."
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Replying to @therationalroot
@therationalroot on @SpaceX IPO. "Bullish on @SpaceX in the long term".
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In the last 5 weeks, the US Bitcoin ETF's on NET sold 79,284 Bitcoin. @Strategy sold 32 Bitcoin, and accumulated 26,387 in the same horizon. @Strategy was a net buyer of 26,355 Bitcoin, accumulating 33% of the net outflows from the Bitcoin ETF's.
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"I SEE BITCOIN REALLY AS THE TROJAN HORSE IN THE FINANCIAL SYSTEM." @therationalroot on treasury companies and the road to hyper-Bitcoinization 👇
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THE BOUNCE CHANGED NOTHING. @therationalroot EXPLAINS. "Bear market structure is still completely intact."
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Replying to @ODELLXYZ
We spent more than a decade waiting for institutions to adopt Bitcoin. Now they are here, and we complain that adoption is not happening according to the Bitcoin ethos. Bitcoin is for everyone. Saylor hasn't co-opted the narrative. The set of investors he attracts wouldn't come to Bitcoin for freedom money. In fact, most people who are willing to do the work to understand Bitcoin are already here. The rest will likely come because their financial advisor tells them to. The goal is to get to a hard money standard. We do not control the path to get there. Exploiting the flaws of the fiat system to accelerate adoption and accumulate the hardest money ever created is not "fake shit."
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Roxom x @therationalroot The best on-chain analysis platform, now connected to the first Bitcoin capital market.
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