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therationalroot

therationalroot@nostr.directory

#Bitcoin on-chain & cycle analysis. Signal only. Follow the carrot down the rabbit hole.

48 Following

8.3k Followers

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therationalroot

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11h ago

Will $1 get you more or less than 1,000 sats by the fifth Halving? Act accordingly. #Bitcoin
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therationalroot

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2d ago

Halving progress 25%. #Bitcoin
el

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therationalroot

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3d ago

Global liquidity at an ATH, rising steeply. #Bitcoin
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therationalroot

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1w ago

Supply distribution since ATH: tariffs filled the gap even further. #Bitcoin

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therationalroot

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1w ago

Can we hold $75k? #Bitcoin
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therationalroot

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1w ago

Bitcoin would have to fall below $64K by next week for the spiral chart to cross the 2021 cycle's first peak (~$64K on Apr 13). #Bitcoin
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therationalroot

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1w ago

Similar drawdown for #Bitcoin equities, and 10y U.S. Treasury yield.
el

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therationalroot

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2w ago

Max fear in markets, #Bitcoin at a higher low.
el

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therationalroot

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2w ago

Halving progress 24%. #Bitcoin
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therationalroot

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2w ago

Identical corrections #Bitcoin
el

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therationalroot

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3w ago

506,137 BTC (2.55%) of 19.84M #BTC — Strategy sets the bar.
el

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therationalroot

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3w ago

Another week, another start with ETF inflows, though slightly weaker than last week. #Bitcoin
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therationalroot

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3w ago

Weekly data is in! After five straight weeks of outflows, ETF inflows are back. This week closed strong. Is the bottom in? #Bitcoin
el

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therationalroot

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4w ago

Halving progress 23%. #Bitcoin
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therationalroot

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4w ago

After five weeks of ETF outflows, this week kicked off strong with the highest daily inflow in over a month. #Bitcoin
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therationalroot

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4w ago

Most sustained ETF outflows yet. ETF investors still treat Bitcoin as a risk asset during macro uncertainty. #Bitcoin
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therationalroot

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1mo ago

Will #Bitcoin cross the previous cycle at $58K or move into the $100K range?
el

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therationalroot

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1mo ago

Current drawdown is very similar to the previous one, both reaching nearly 1.4 standard deviations above the STH Cost Basis. #Bitcoin
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therationalroot

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1mo ago


Update: Gap filled. #Bitcoin
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therationalroot

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1mo ago

96k gang is getting battle tested. #Bitcoin
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therationalroot

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1mo ago

96k gang is getting battle tested. #Bitcoin
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therationalroot

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1mo ago

Cycle analysis with @HODL !
Sound on! 🔊

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therationalroot

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1mo ago

Institutions that hold #Bitcoin have an average portfolio allocation of 1.2% (upper bound).
Data from the Bitcoin Strategy ETF-Tracker.
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therationalroot

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1mo ago

Top 25 Largest Institutional #Bitcoin ETF Holders.
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therationalroot

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1mo ago

Over 30% of ETF holdings are institutional! #Bitcoin
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therationalroot

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2mo ago

In just one year, institutions have accumulated over 300,000 BTC in ETFs, nearly doubling their holdings since Q3 2024. Data from the latest 13F filings. #Bitcoin
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therationalroot

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2mo ago

Consolidating at a $2 trillion market cap. #Bitcoin
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therationalroot

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2mo ago

Halving progress 20%. #Bitcoin
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therationalroot

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2mo ago

Overtaking gold as a reserve asset. #Bitcoin
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therationalroot

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2mo ago

Short-Term Holder cost basis at $92k. #Bitcoin
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therationalroot

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2mo ago

Reserve Asset Liquidity: #Bitcoin vs. #Gold
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therationalroot

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2mo ago



ECB chief Lagarde 'is confident' that #Bitcoin won’t enter central bank reserves — claims it's not liquid, secure, or safe.
Meanwhile, a Euro is worth less than 1,000 sats
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therationalroot

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2mo ago



ECB chief Lagarde 'is confident' that #Bitcoin won’t enter central bank reserves — claims it's not liquid, secure, or safe.
Meanwhile, a Euro is worth less than 1,000 sats
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therationalroot

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2mo ago

Short-Term Holder Supply continues its uptrend, signaling a bull market continuation (chart from today's newsletter). #Bitcoin
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therationalroot

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2mo ago

Halving progress 19%. #Bitcoin
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therationalroot

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2mo ago

Bull market in full force! #Bitcoin

✅ Ross freed
✅ New ATH on daily close

SBR 👀🚀
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therationalroot

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2mo ago

Market Cap Growth per Presidential Term. #Bitcoin
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therationalroot

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3mo ago

My favorite quadrant. #Bitcoin
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therationalroot

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3mo ago

The 4-year cycle. #Bitcoin
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therationalroot

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3mo ago

HODLer insights into the cycle peak, inauguration countdown and bull market continuation – Read it all in today’s Bitcoin Strategy newsletter 👇
https://www.bitcoinstrategyplatform.com/news/bull-market-continuation-and-peak

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therationalroot

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3mo ago

Halving progress 18%. #Bitcoin
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therationalroot

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3mo ago

Would you believe we're only here? #Bitcoin
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therationalroot

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Dec 31, 2024

2025 LFG! #Bitcoin
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therationalroot

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Dec 28, 2024

Halving progress 17%. #Bitcoin
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therationalroot

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Dec 21, 2024

Will #Bitcoin be below or above $100k in the next couple of months?
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therationalroot

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Dec 21, 2024

Right in between the previous two cycles. #Bitcoin
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therationalroot

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Dec 12, 2024

Halving progress 16%. #Bitcoin
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therationalroot

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Nov 25, 2024

Halving progress 15%. #Bitcoin
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therationalroot

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Nov 21, 2024

Anyone feeling optimistic about crossing the 100k ring yet? #Bitcoin
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therationalroot

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Nov 20, 2024

Q4 2024 and all of 2025. #Bitcoin

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therationalroot

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Nov 18, 2024

Last week’s net ETF inflows were 6x the new supply issuance of #Bitcoin
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therationalroot

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Nov 15, 2024

Is this the start of a full-blown bull market? 👇 #Bitcoin
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therationalroot

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Nov 12, 2024

The 4-Year Cycle. #Bitcoin
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therationalroot

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Nov 11, 2024

Halving progress 14%. #Bitcoin
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therationalroot

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Nov 10, 2024

The 4-Year Cycle. #Bitcoin
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therationalroot

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Nov 8, 2024

Highest inflow to BlackRock and daily ETF inflows since launch! #Bitcoin
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therationalroot

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Nov 6, 2024

The new ATH exactly matches the 2021 cycle! #Bitcoin
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therationalroot

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Nov 5, 2024

5% from ATH. #Bitcoin

- Pardoning Ross Ulbricht on Day One
- A Strategic Bitcoin Reserve
- Friendly mining policies
- Favorable SEC: end of Choke Point 2.0
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therationalroot

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Nov 1, 2024

Short-Term Holder cost basis now at $64.2k. #Bitcoin
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therationalroot

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Oct 31, 2024

Massive net inflows this week, US Spot ETFs now hold over 1 million #BTC
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therationalroot

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Oct 28, 2024

Last week saw 'only' 4x net inflows to ETFs compared to new supply issuance. #Bitcoin
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therationalroot

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Oct 26, 2024

Halving progress 13%. #Bitcoin
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therationalroot

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Oct 25, 2024

Q4: The Optimism Phase. #Bitcoin
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therationalroot

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Oct 23, 2024

Reclaimed key levels: STH cost basis, 21-week, and 200-day moving averages. #Bitcoin
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therationalroot

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Oct 22, 2024

Last week's ETF inflows were a record 9x the new supply issuance. #Bitcoin
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therationalroot

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Oct 14, 2024

Halving progress 12%. #Bitcoin
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therationalroot

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Oct 9, 2024

Good morning, Amsterdam! Time to talk about #Bitcoin cycles! See you at 10 in the Bull Arena!
el

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therationalroot

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Sep 30, 2024

Only #Bitcoin stays on top. CoinMarketCap today vs. 4 and 8 years ago.
Sep 2016, Sep 2020, Sep 2024:

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therationalroot

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Sep 28, 2024

Halving progress 11%. #Bitcoin
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therationalroot

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Sep 22, 2024

Recovery since cycle bottom. #Bitcoin
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therationalroot

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Sep 17, 2024

The 4-Year Cycle. #Bitcoin
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therationalroot

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Sep 11, 2024

The majority of outflows over the past two weeks came from Fidelity and Ark/21Shares. We bounced off their cost basis, and #Bitcoin is currently sitting right at the overall ETFs' cost basis.
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therationalroot

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Sep 11, 2024

After nearly two weeks of ETF outflows, we're back to inflows. #Bitcoin
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therationalroot

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Sep 8, 2024

Max fear, and we are here. #Bitcoin
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therationalroot

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Sep 6, 2024

Read the latest Bitcoin Strategy newsletter from earlier today, covering current price action, key levels, ETF outflows, and the latest updates to the ETF Tracker by analyzing the ETFs' cost basis! Subscribe for timely insights. #Bitcoin
https://www.bitcoinstrategyplatform.com/news/market-analysis-biggest-week-of-etf

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therationalroot

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Sep 3, 2024

Right around fair value. #Bitcoin
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therationalroot

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Sep 1, 2024

A trillion-dollar asset class. #Bitcoin
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therationalroot

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Aug 30, 2024

Halving progress 9%. #Bitcoin
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therationalroot

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Aug 27, 2024

Outperforming previous cycles. #Bitcoin
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therationalroot

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Aug 23, 2024

Wrapping up Stage 3. #Bitcoin
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therationalroot

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Aug 20, 2024

Make sure to get enough vitamine A

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therationalroot

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Aug 20, 2024

Let's wait for confirmation 😉. #Bitcoin
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therationalroot

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Aug 14, 2024

Elon brought up money supply growth as the cause of inflation. Trump's response to inflation:
- Better negotiations (lower costs)
- Drill baby drill (increase oil/energy production)

No matter your political view, money supply growth will continue!

'Nothing stops this train' – @Lyn Alden

All-Time High in global money supply:
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therationalroot

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Aug 10, 2024

On-chain value map. #Bitcoin
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therationalroot

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Aug 6, 2024

The 4-year Cycle. #Bitcoin
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therationalroot

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Aug 5, 2024

✅ Intermediate level hit. #Bitcoin
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therationalroot

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Jul 31, 2024

Halving progress 7%. #Bitcoin
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therationalroot

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Jul 25, 2024

Calm before the Storm. #Bitcoin
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therationalroot

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Jul 23, 2024

BlackRock ETF starting the week strong. #Bitcoin
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therationalroot

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Jul 18, 2024

Halving progress 6%.
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therationalroot

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Jul 12, 2024

Strong week for ETFs. #Bitcoin
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therationalroot

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Jul 11, 2024

CPI came in at 3% YoY (better than expected). A reminder that CPI is a constantly adjusted metric.
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therationalroot

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Jul 4, 2024

#Bitcoin crashed.
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therationalroot

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Jun 21, 2024

A pivotal moment for
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therationalroot

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Jun 18, 2024

STH cost basis at $63.8k. #Bitcoin
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therationalroot

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Jun 17, 2024

Halving progress 4%.
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therationalroot

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May 8, 2024

Halving progress 1%. #Bitcoin
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therationalroot

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Apr 28, 2024

While a Halving supply crunch always needed time to materialize, this Halving, the fee spike caused miners to earn more BTC instead of less, resulting in, at least temporarily, the absence of a supply shock. #Bitcoin
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therationalroot

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Apr 27, 2024

ETFs’ update for the week:
-Blackrock's third consecutive day with ZERO net inflows.
-GBTC fell below 300k BTC (from >600k at launch).

Demand drying up?

el

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therationalroot

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Apr 25, 2024

After reaching the historic top 10, today, BlackRock ended its 71-day streak of continuous net inflows. #Bitcoin

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therationalroot

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Apr 20, 2024

Looking forward to what this Halving will bring! #Bitcoin
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therationalroot

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Apr 16, 2024

Many ETF flows stalled due to derisking/fear of war.

Meanwhile, BlackRock continues with its streak of 65 consecutive days of inflows.
#Bitcoin

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therationalroot

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Apr 7, 2024

Halving progress 99%. #Bitcoin


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therationalroot

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Mar 22, 2024

Outflows out of grayscale continue, but more importantly, during this dip, the 9 other ETFs have shown consistent inflows.
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therationalroot

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Mar 20, 2024

ETFs update: Yesterday, we saw a large net outflow of 5.3k #BTC obviously contributing to the $5k drawdown in price.

Important observation: yesterday's numbers show Grayscale outflows did not rotate into BlackRock.
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therationalroot

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Mar 16, 2024

$100k before the Halving?
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therationalroot

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Mar 15, 2024

Pack it up guys, it's over. #Bitcoin crashed.
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therationalroot

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Mar 14, 2024

Avg. ETFs Net Inflow: +4.4k BTC/Day 🤯
Order of magnitude of 1st Halving.
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therationalroot

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Mar 8, 2024

+7k BTC Net Inflow to ETFs: Fidelity records its biggest inflow yet, while Grayscale sees continued outflows.
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therationalroot

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Mar 4, 2024

Recovery Progress 99%. #Bitcoin
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therationalroot

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Mar 2, 2024

Final day of the week sees a net -2.2k outflow due to heavy GBTC outflows, possibly linked to the Genesis bankruptcy. Reasonable amount of inflows mainly by BlackRock.
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therationalroot

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Feb 22, 2024

Bitcoin cycle comparison: 58 days until the Halving.
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therationalroot

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Feb 21, 2024

Latest ETF results:
+2.6k BTC added to holdings (half of last Friday)
#Bitcoin
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therationalroot

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Feb 19, 2024

Less than 9k blocks until the next Halving. #Bitcoin
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therationalroot

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Feb 14, 2024

Enormous ETF inflows, net +12k #BTC were added yesterday.
- BlackRock alone saw a 10k btc inflow, and now surpassed 100k btc in holdings 🤯.
- Biggest outflows were from Grayscale (1.9k) and Invesco (~500 btc).
- Three consecutive days over +10k net inflows.

Follow me for more ETF news 👊

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therationalroot

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Feb 14, 2024

Wall Street waking up to the curve of this line. #Bitcoin

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therationalroot

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Feb 9, 2024

Halving progress 95%. #Bitcoin
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therationalroot

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Feb 6, 2024

Cycle comparison: 75 days until the Halving.
#Bitcoin

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therationalroot

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Feb 4, 2024

How about the new #Bitcoin Hoodie?!
Now available at 👉 21mil.nl
@TheRationalRoot 🥕 merch.
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therationalroot

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Feb 2, 2024

Spot ETFs’ Growth Rate: +4,000 BTC/Day.
- Grayscale’s outflows slowing
- Other ETFs seeing substantial inflows
#Bitcoin 🧵

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therationalroot

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Jan 26, 2024

Proud to present the live #Bitcoin ETF Tracker.

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therationalroot

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Dec 31, 2023

Happy New Year! ✨
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therationalroot

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Dec 24, 2023

Cycle comparison: pre-Halving rallies. #Bitcoin 🧵

el

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therationalroot

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Dec 12, 2023

H1'24. #Bitcoin

el

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therationalroot

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Nov 22, 2023

The #Bitcoin Cheat Sheet.

el

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therationalroot

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Aug 29, 2023

House prices at 5.6x median household income vs. 3x in 1985. Play fiat games, win fiat prizes.
el

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therationalroot

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Aug 11, 2023

Halving progress 82%. #Bitcoin

el

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