π¨BULLISH POSITIONS IN TREASURIES AIMING FOR THE US 10-YEAR TREASURY YIELD TO FALL BELOW 4% ARE SURGING
Who is going to buy all the Treasuries that nobody wants? The buyer of last resort, the Fed!
This is big money betting on (or hedging against) QE.
[Money printer season confirmed, BTFD!]
Who is going to buy all the Treasuries that nobody wants? The buyer of last resort, the Fed!
This is big money betting on (or hedging against) QE.
[Money printer season confirmed, BTFD!]
πΎ7π€―3π₯2
Bull Case
π¨Discretionary (independent) investor equity exposure ticked up this week but they are still stuck at neutral with plenty of room to catch up. Systematic strategy positioning ("Big Money") flipped discretionary investors in summer and has been rising everβ¦
π¨DB: WHILE THERE MAY BE A BUBBLE, THE MOMENT EVERYONE SPOTS IT IS THE MOMENT IT IS LEAST LIKELY TO BURST.
Crypto, AI bubble Google searches peaked in July when discretionary investors sold. Now we know why, they sold because they realized we're in a bubble.
[Hated rally incoming, innit? BTFD!]
Crypto, AI bubble Google searches peaked in July when discretionary investors sold. Now we know why, they sold because they realized we're in a bubble.
[Hated rally incoming, innit? BTFD!]
π€£8β€2π€1
π¨PRIVACY COINS LEADING THE RALLY ACROSS ALL SECTORS IN BOTH 1D AND 1W PRICE PERFORMANCE.
Both OI and volume set new records at $241.15M and $2.83B
Both OI and volume set new records at $241.15M and $2.83B
π₯4π2π€‘1
Bull Case
π¨LAST WEEK INSTITUTIONS BOUGHT $356M SPOT ETH WHILE HUNTING DOWN LEVERAGED LONGS WITH FUD (exclusive analysis by @bullcase) Week ending Sep 26: ETH ETFs sold 177,280 ETH ETH Treasuries bought 266,000 ETH π’ Net: 88,720 ETH, worth $356M at $4k, were accumulatedβ¦
π¨ETH SPOT POSITIONING Z-SCORES FLIPPED NEGATIVE IN SEPTEMBER FOLLOWING ETF FUD
The ETF outflows narrative was just FUD to mask the big rotation from ETH ETFs into ETH Treasuries.
[Bear bros still don't believe it, BTFD before they start chasing the rally!]
The ETF outflows narrative was just FUD to mask the big rotation from ETH ETFs into ETH Treasuries.
[Bear bros still don't believe it, BTFD before they start chasing the rally!]
π€£4π1
π¨HOW TO MAKE 10X FROM A SINGLE ETH WITH THE SAME RISK PROFILE OF HOLDING IT SPOT (exclusive @bullcase trade idea) It is becoming clear that ETH will likely hit $15K this cycle.
Most of you will be tempted to convert it into some shitcoin for more upside, and will get REKT that way.
Here is how to get 10X on your ETH (with current entry as current ETH price $4490) without converting it into another shitcoin, and without risking it in a leveraged trade that can get liquidated:
Step 1: Have one wETH in your wallet
Step 2: Head over app.sir.trading
Step 3: Go long with one wETH on the WETH/USDC^2 pair
Step 4: Wait until ETH hits $15K (or gets close to $15k) and withdraw $44K for 11X profit (initial fee is factored in)
No liquidation risk, no additional funding or maintenance fees. Once you open all you have to do is wait until the target is hit and collect your jackpot. ETH should hit $15K by New Year.
Most of you will be tempted to convert it into some shitcoin for more upside, and will get REKT that way.
Here is how to get 10X on your ETH (with current entry as current ETH price $4490) without converting it into another shitcoin, and without risking it in a leveraged trade that can get liquidated:
Step 1: Have one wETH in your wallet
Step 2: Head over app.sir.trading
Step 3: Go long with one wETH on the WETH/USDC^2 pair
Step 4: Wait until ETH hits $15K (or gets close to $15k) and withdraw $44K for 11X profit (initial fee is factored in)
No liquidation risk, no additional funding or maintenance fees. Once you open all you have to do is wait until the target is hit and collect your jackpot. ETH should hit $15K by New Year.
π3β€1π€―1π1
Bull Case
π¨QE NOT QE: WRESBAL (the reserve balances of commercial banks held at the Fed) dropped another $71B this week, to $3,002B. Since August 20, a total $300B has been injected into the market from WRESBAL. ($400B since July 16!) Stablecoin supply change sinceβ¦
π¨WRESBAL DROPPED ANOTHER $36B THIS WEEK, DOWN TO $2,966B, THE LOWEST LEVEL SINCE JANUARY 2023!
Remember the rule of thumb for this cycle so far: 25% of what leaves Fed's WRESBAL ends up in alt coins.
[BTFD before alts hit escape velocity!]
Remember the rule of thumb for this cycle so far: 25% of what leaves Fed's WRESBAL ends up in alt coins.
[BTFD before alts hit escape velocity!]
πΎ6π1
Bull Case
π¨ETH SPOT POSITIONING Z-SCORES FLIPPED NEGATIVE IN SEPTEMBER FOLLOWING ETF FUD The ETF outflows narrative was just FUD to mask the big rotation from ETH ETFs into ETH Treasuries. [Bear bros still don't believe it, BTFD before they start chasing the rally!]
Bitcoin/Ethereum Spot ETF Flows: 1 October 2025
π’Bitcoin ETFs: $627.2M net inflows
π’Ethereum ETFs: $307.1M net inflows
[ETH ETF flows seem to have stabilized, the ETH Treasury rotation trick is complete. BTFD before alt season hits escape velocity!]
π’Bitcoin ETFs: $627.2M net inflows
π’Ethereum ETFs: $307.1M net inflows
[ETH ETF flows seem to have stabilized, the ETH Treasury rotation trick is complete. BTFD before alt season hits escape velocity!]
π4π€£1
π¨Goldman Investor Survey: Bullishness has reached levels not seen since December 2024, though still well below the euphoric extremes seen in previous cycle peaks.
GS sentiment confirms the bullish flows we have seen since summer from institutional buyers. Contrary to 2021, this cycle is driven mainly by institutional spot demand (ETPs, Treasuries). Retail involvement remains at the lowest point since 2019.
[BTFD before Big Money pumps its bags!]
GS sentiment confirms the bullish flows we have seen since summer from institutional buyers. Contrary to 2021, this cycle is driven mainly by institutional spot demand (ETPs, Treasuries). Retail involvement remains at the lowest point since 2019.
[BTFD before Big Money pumps its bags!]
π³3π₯2π2π
1
Bull Case
π¨WHY THE NEXT TWO MONTHS FAVOR THE BULLS (exclusive analysis by @bullcase) Last week UBS introduced a proprietary AI tracking system which assesses the policy tone of three major central banks and measures them on a hawkish/dovish scale. The UBS Fed sentimentβ¦
π¨MOVE INDEX NEW CYCLE LOW: 71.21, LOWEST SINCE DEC 2021
This is the bond market pricing in more dovishness from the Fed.
[Powell will do what's expected of him and start the money printer soon. BTFD before everything pumps!]
This is the bond market pricing in more dovishness from the Fed.
[Powell will do what's expected of him and start the money printer soon. BTFD before everything pumps!]
π3β€1π₯1π―1