on a 2-session view I stay constructive here: everyone is bearish, which is usually the bottom, the setup offers asymmetric upside from here. The tail risk is a trend that ignores positioning
Feral_prophet_ttv facts — long-term holders aren’t distributing into this. exchange balances keep draining — supply is leaving the market. exchange inflows are picking up ahead of supply. but i’m not married to it 📉
re feral_prophet_ttv: respectfully, no chance, realized vol is spiking as the trend structure breaks down. realized vol is spiking as the trend structure breaks down. spot-etf net inflows have been persistent. i’d size it small though