Will Clemente

AGI is bullish for BTC because of the need for UBI but also bearish for BTC because it could prolong the old-to-young wealth transfer because of longevity & medical advances

Throughout Bitcoin's life span we have seen two indicators continue to be the best global market bottom signals: The Mayer multiple (distance from 200 day moving average) and the 200 week moving average. Both of these are clearly in long term accumulation territory. $BTC https://t.co/yziQPqK1XS

Sometimes you're euphoric on a position but don't realize it until you send a crazy message to your friends & then re-read 10 mins later like yea maybe it's time to tap that red button lol Usually time to sell isn't when you feel excited, it's when you feel that it's invincible

With headlines about about Treasury-Fed Accord, here's 10-yr real yields overlayed with price of BTC. This bull mkt was more about ETF & institutional adoption narrative but real yields stayed flat. If Warsh/Bessent are coordinating to reduce the debt burden, this is bottoming https://t.co/bs07ZJJFDH

Watch market bottom? Global index up 7% over the last year after getting slaughtered post 2021 https://t.co/qQe2EZHQib

Might have a window where tourists are gone, valuations compress, only high quality names get funded from a scarcer pool of VC capital, and quality probably improves. Next few months could be the best backdrop to deploy into liquid crypto mkts ever (that make money & find PMF).

Biggest trading volume day for Blackrock's Bitcoin ETF ever and we've still got an hour to go Lots of coins finding new homes today https://t.co/llpx9jl59n

The silver lining of price action is that it will be a forcing function for quantum resistance on BTC and innovation in crypto. Might be a point of max opportunity soon just as everyone has looked away and left.

We are at the 200 week and entering deep value levels for BTC. Unless you believe it’s really becoming irrelevant because of quantum, hard to see a world where spot buys from here & any further down don’t end up being a fruitful decision in a few years.

Very interesting environment for spread trades both in crypto (hype/anything) and trad mkts