André Dragosch

In a matter of days: - Bitcoin privacy - USDT on Bitcoin - Bitcoin LN agentic payments https://t.co/SXhV3N0SYe

JOIN US LIVE to talk about the Bitcoin cycle bottom right now! https://t.co/1DwAkNtPkU

Model: The level of global money supply still implies an "equilibrium price" of $197k for #Bitcoin right now. https://t.co/A7pyFzg9qt

This take by Gundlach is probably the best on the current situation so far. The Fed is stuck between a rock and a hard place. Note that in both scenarios (default & high inflation) bitcoin wins... https://t.co/ok2eJqoEse

1/ How Much of a US 10Y Yield Shock Does It Take to Break the S&P 500? I ran a simple historical event study to answer exactly that. Because a bond & stock market correction is likely what could force the Fed to pivot and intervene and ultimately lead into a full-blown #Bitcoin bull market. The question: how large does the rise in the US 10Y yield need to be - and how quickly does it need to happen - before the probability of a -10% S&P 500 correction rises materially? Short quant macro thread🧵

1/ How Much of a US 10Y Yield Shock Does It Take to Break the S&P 500? I ran a simple historical event study to answer exactly that. Because a bond & stock market correction is likely what could force the Fed to pivot and intervene and ultimately lead into a full-blown #Bitcoin bull market. The question: how large does the rise in the US 10Y yield need to be - and how quickly does it need to happen - before the probability of a -10% S&P 500 correction rises materially? Short quant macro thread🧵

Peak attention in AI is a big opportunity for Bitcoin imo https://t.co/RHGC7usWGm

US spot #Bitcoin ETF cost basis has been one of the key demarcation lines between bull & bear. ✅ Plan accordingly. https://t.co/xkYH0p7jc4

Bitcoin: Highest net spot buying volume in September so far has propelled bitcoin:native above $83k. https://t.co/C7hp0Fthnv

*** ECB LAUNCHES WHOLESALE DIGITAL EURO TODAY *** The ECB has launched Pontes today. It is effectively the “digital euro made available for banks” so they can effectively settle transactions with each other using tokenized assets and distributed ledger technology (DLT). It connects market DLT platforms to the Eurosystem’s existing TARGET settlement services so tokenized deals can be settled in central bank money. It is worth reiterating that the ECB has been considering major public blockchains like Ethereum or Solana (source: FT) for the launch of the Digital Euro in the past. The retail Digital Euro is expected to be piloted from mid-2027 onwards.