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MacroScope
85,503个推特粉丝
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Topics: institutional trading, asset management and monetary policy. Tweets are opinions only and are not intended as advice.
动态
MacroScope
主题贴
#主题贴#
是的。 对于那些将市场情绪作为指标的投资者和交易员来说,拥有一个活跃的推特账号大有裨益。他们可以很容易地发现市场兴趣何时断崖式下跌。 我们以前就见过这种情况。两年前BTC达到 25000 美元时我就发过这个帖子: x.com/MacroScope17/status/1699...… 那里的所有内容仍然适用。请参阅关于“价格水平悄然回升”的部分。显然,目前的价格水平是10万美元。 从宏观角度来看,我仍然认为BTC的走势与科技巨头在2000年后的漫长复苏之路如出一辙(对BTC而言,则是在2021-2022年/FTX之后)。这种情景我以前就见过。
Bitcoin Archive
@BitcoinArchive
I have NEVER seen engagement so low. This is probably 2x worse than the depths of the last bear market. 99% of comments are Ai bots (yeah, it's obvious) If people weren't so mad fighting about QC or spam, it would be dead quiet. Is it the algo, or is there really ZERO
BTC
0.19%
MacroScope
12-18
两年前的今天,ETF开始交易前几周。这可能是我在市场上见过的最显而易见的明智之举。 稍后会更新我目前的看法。
MacroScope
@MacroScope17
12-19
Main takeaway from seeing the opening salvo of what will be a huge marketing and advertising war for a BTC ETF: the long-term impact of approval is not priced in.
MacroScope
12-13
柏林弥漫著一股「女巫安息日」的氛围。男女妓女在街头游荡。可卡因是当时最流行的毒品。在夜总会里,新贵们和他们的外国朋友载歌载舞,挥金如土。并非所有年轻人都过得不好。他们的父母教导他们工作和储蓄,这显然是错误的,所以他们可以尽情花钱,享乐,蔑视老一辈。 ——乔治‧古德曼《纸币》(1981) 随著积蓄像夏日里的冰块一样迅速减少,人们自然而然地想要把牠吃掉、喝掉或用来寻欢作乐。 ——亚当‧费格森《金钱消亡之时》
Luke Gromen
@LukeGromen
12-13
"They’re behaving like people living in a post-middle-class economy...So what happens? They shift to a present-maximization mindset. If the future is unaffordable anyway, why not buy the burrito now?" Watch the movie "Cabaret" - the youth in Weimar Germany behaved similarly. x.com/_The_Prophet__…
MacroScope
12-12
意义重大,影响深远。对所有参与者来说都是一项巨大的成就。详情请见第一篇帖子。
Brian Roemmele
@BrianRoemmele
12-11
There is no better AI platform for eduction than @Grok and @Grokipedia. And now we are brining it to El Salvador across all grade levels! Incredibly great work done by @nayibbukele, @elonmusk and @stacyherbert and the amazing teams. This is forward thinking and historic. x.com/elonmusk/statu…
MacroScope
12-10
发布时间: BTC 84k。情况越来越像我预想的:价格走势与四月类似(触底反弹)。我们现在已经拿到了十月份的所有持股报告,十一月的报告也将陆续公布。敬请关注。
MacroScope
@MacroScope17
11-23
Because of the government shutdown, traders have not had access to weekly Commitments of Traders (COT) reports since September. A few days ago, this data started to be published again, but with a huge lag; we’re just seeing the early October data now, and the reports won’t
MacroScope
12-08
三年多前,BTC为 17000 美元。 这是中央银行分析和预测能力的一个很好的例子。 twitter.com/MacroScope17/statu...
MacroScope
12-05
主题贴
#主题贴#
补充一些细节。阿布达比两家主权财富基金持有IBIT的大量股份。一家是穆巴达拉投资公司(Mubadala),截至9月30日,该公司持有870万股,价值5.67亿美元。另一家是阿尔瓦尔达投资公司(Al Warda,隶属于阿布达比投资委员会),截至9月30日,该公司持有790万股,价值5.18亿美元。 彭博社11月份的这篇报导对此进行了详细解释(其中还包括ADIC关于其BTC累积情况的一份有趣的公开声明): bloomberg.com/news/articles/20...… 下面这段影片非常重要。能从一位业内人士那里获得这种色彩分析实属罕见。
Eric Balchunas
@EricBalchunas
12-05
Pretty sure he's referencing Abu Dhabi here, they are the only SWF that is reported to own $IBIT (maybe there are smaller ones that don't report) but they are massive, 3rd biggest in world, bought half a billion a year ago, cost basis $49, IBIT curr at $52 so it's up a bit even w x.com/BitcoinArchive…
MacroScope
12-04
两天前:“当市场上的某些事情变得异常平静,但你知道它并没有消失……” x.com/MacroScope17/status/1995...… twitter.com/MacroScope17/statu...
MacroScope
12-03
《机构投资者》杂志发布了一份有趣的新报告: institutionalinvestor.com/arti...… 在投资领域一些非常保守和传统的领域,我们开始看到这种主题的出现:“如果达特茅斯学院购买了一些比特币,该大学的回报可能会翻四倍。”
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