🚨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!]

🚨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!]

🚨GOLDMAN: SLOWDOWN FEARS AND 'BUBBLE' WORRIES ARE RAPIDLY BEING REPLACED BY FEAR OF MISSING OUT. RETAIL MOMENTUM TRADING IS GAINING STEAM

[It's starting, BTFD!]

🚨BTC TAKER BUY VOLUME JUST BLASTED THROUGH $1.62B IN A SINGLE HOUR

[The guys that bet late and bet heavy are entering the game. BTFD!]

🚨$120.34M IN SHORTS LIQUIDATED OVER THE LAST HOUR

[HAHAHAHAHAHAHAHA]

🚨FANTASTIC EXPLAINER ON HOW SIR WORKS!

It's a new and extremely powerful defi primitive. Among others, it can be used for:

1) Maximizing upside while maintaining the same risk profile as holding spot

2) Hedging against downside risk later in the cycle

3) Swing trading volatility with impunity such as catching knives without being liquidated if you enter too high, while still getting the upside when price bounces

It is a going to be huge. A lot of upside to be captured as early adopter as well.

Come join their TG group @leveragesir. Everyone from Team bullcase is there as well as the Founder!

🚨REX SHARES JUST FILED FOR 21 CRYPTO ETFs

AAVE, ADA, ATOM, AVAX, BCH, CRO, DOT, ENA, HBAR, HYPE, INJ, LINK, LTC, NEAR, OKB, SEI, SUI, TAO, TRX, UNI, XLM

[General Listings Standards means they will get auto-approved. A lot of big money about to pour in alts, BTFD!]

🚨MOVE INDEX MADE A NEW LOW ON FRIDAY TO 69.53, LOWEST SINCE DECEMBER 2021

The MOVE index has been leading the Fed since 2020. New lows strongly indicate the Fed will only get more dovish in the coming months.

This is a spot bull market fueled by cheap liquidity. As long as Fed's rhetoric doesn't pivot hawkish the market will stay in full Bullgazi mode.

[Bears will get mauled, BTFD before short liquidations go brrr]

🚨DEFIANCE AND DIREXION FILE FOR LEVERED ETFS TARGETING 3X FOR BTC, ETH, SOL

Who needs target 3X ETFs that slowly bleed to zero because of daily rebalancing fees when you got Sir that gives levered exposure targeting ∞ onchain?

Current SIR leaderboard included. These are the returns of a SIR 2X LONG when the underlying asset ($PNKSTR in this case) moves in your direction.

Try it 👉 app.sir.trading

[Our trade idea for SIR is to go long ETH because ETH should do at least 3X from here this cycle.]

🚨UPTOBER LEVERAGE CHECK: ONCHAIN LIQUIDITY UTILIZATION RATE JUST DROPPED TO 38.5%!

Leverage is a measure of market euphoria and retail participation. The aggregate capital utilization rate of DeFi lending protocols confirms there are still no signs of leverage onchain. Utilization is now even lower than in the bear year 2022, when it stayed above 40% and 50% for extended periods of time.

This is a spot driven bull market, fueled by cheap liquidity from institutions close to the money printer (Fed).

Our base bull case, therefore, remains intact, still 6–9 months of bull left. BTFD!

🚨NEW BTC ATH $125,300

[The pain trade is much higher, buy spot and chill!]

🚨BITCOIN SUPPLY SHOCK: CEX BALANCES THE LOWEST SINCE JAN 2021

In the last 30 days:

*170k BTC were taken off CEXs
*ETFs net bought $5.42bn (~40k BTC)
*Treasuries net bought $19Bn (~170k BTC)

🚨When these levels of greed become widespread we will see aggregate onchain leverage go up, because to even hope to live off 150k people like him will quickly turn to leverage.

That's why we are also bullish SIR. Demand for onchain leverage explodes in the final phase of every bull market and SIR.trading is the only protocol to offer onchain leverage on any token on Eth.

We expect teams themselves to start LPing 2x vaults on SIR to galvanize bull momentum.

How to profit from SIR:

🟢 Use the protocol to long ETH with leverage: very few people have done this so far.

🟢 LP: collect fees and SIR rewards by LPing in a vault

🟢 Buy SIR and stake: Important to stake right away so you're liquid for when the big bang in revenue happens at cycle peak in 5-6 months.

Staked SIR takes 6 months to be completely unfrozen. You will want to have both options open when everyone starts flooding the gates for revenue share at market peak.

100M SIR staked so far (33% of supply)

Take advantage of it 👉 sit.trading

🚨 RAY DALIO CONFIRMS HOLDING BTC AS INFLATION AND GOV DEFAULT HEDGE: BITCOIN IS ALTERNATIVE MONEY

🚨INSTITUTIONAL HEDGES ARE NOT LEVERAGE, DUMMY! (exclusive analysis by @bullcase)

Altcoin OI surged by almost $10bn since the Sep 24 low. Some analysts are trying to sow panic by using alt coin OI as proof that this rally is driven by leverage.

Alt coin OI is a measure of hedging activity, not leverage. When institutions buy spot they hedge with shorts which increases OI. This is perfectly in line with macro flows that have shown 25% of what leaves the Fed ends in alts (~$75bn).

Funding rates signal leverage, but funding rates remain in the norm when compared to the rest of the year.

The September dump had nothing to do with leverage but was driven by the rotation from ETH ETFs to ETH Treasuries that some exploited to FUD by focusing on ETF outflows.

Conclusion: There is no leverage, this is a spot driven rally fueled by cheap liquidity. BTFD!

🚨LAST WEEK INSTITUTIONS BOUGHT 274,507 ETH SPOT

Week ending Sep 26:

🟢 ETH ETFs net bought 40,507 ETH

🟢 ETH Treasuries net bought 234,000 ETH

[Ignore all KOL FUD and BTFD before short liquidations go brrrr!]