BTCNeutral3w ago
The $1.6 Trillion Asset Becoming Collateral
Bitcoin is one of the most liquid assets in crypto.
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Contrarian investment theses on the macro shifts most investors are ignoring
Cite asCryptoQuant has tracked 1 directional call on SPCX by @macronotes on Substack since Sep 2026: tracked, not yet ranked (below the accuracy-scoring baseline) (as of Oct 1, 2026).
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @substack:macronotes to submit corrections.
No {asset} posts with a thesis between {from} and {to}.
Hover the chart to read the thesis of that period · click a day to pin it
The $1.6 Trillion Asset Becoming Collateral
Bitcoin is one of the most liquid assets in crypto.
View original →The satellite internet thesis is up 258%
Yesterday, SpaceX published its quarterly results.
View original →The $1.8 Trillion SpaceX Proxy Thesis
A few months ago I published a thesis on Macro Notes that came with a date attached to it.
View original →Space Data Centers - The Economics of Orbital Compute
Post-IPO SpaceX long-term holders will be big winners, like Tesla.
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