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Finding the infra under the hype. Agents, onchain intel + agentic finance. Writing threads, running content for projects. Advising @ArAistotle
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fear & greed at 13 and the entire TL is posting the same screenshot with "be greedy when others are fearful"
nobody is buying btw. they're just quoting buffett at each other...
nobody is buying btw. they're just quoting buffett at each other...
most trading agents don't lose money because of the model or the prompt
they lose because of 1 thing almost every beginner leaves does at the start (i did too)
> my agent bled small losses for weeks before i found it
> fixing it took one change, no new model, no new prompt
> my 4hr pullback strategy is up 25% this week in a rough market
wrote up the whole fix + the checklist i'd give anyone setting up their first agent
they lose because of 1 thing almost every beginner leaves does at the start (i did too)
> my agent bled small losses for weeks before i found it
> fixing it took one change, no new model, no new prompt
> my 4hr pullback strategy is up 25% this week in a rough market
wrote up the whole fix + the checklist i'd give anyone setting up their first agent
View quoted post on X
we need the etf bid back before bitcoin:native goes anywhere. simple as that..
etfs have been the marginal buyer since launch. when they stop buying, the whole market loses its floor (alts included)
> 4 of the last 5 quarters are net outflows
> q4 2026 is 6 weeks old and already โ$2.4b, 2nd worst quarter ever
> the 3 best quarters for flows all came with bitcoin:native up 30-53%
> the 4 negative quarters all came with bitcoin:native down 11-23%
look at q3 2026 on the chart. $6.4b came back in and bitcoin:native ran from 58k to 84k
then the flows flipped red and price rolled over with them
flows lead, price follows. alts follow bitcoin
iโm not calling the bottom until those outflow streaks turn into inflow streaks
etfs have been the marginal buyer since launch. when they stop buying, the whole market loses its floor (alts included)
> 4 of the last 5 quarters are net outflows
> q4 2026 is 6 weeks old and already โ$2.4b, 2nd worst quarter ever
> the 3 best quarters for flows all came with bitcoin:native up 30-53%
> the 4 negative quarters all came with bitcoin:native down 11-23%
look at q3 2026 on the chart. $6.4b came back in and bitcoin:native ran from 58k to 84k
then the flows flipped red and price rolled over with them
flows lead, price follows. alts follow bitcoin
iโm not calling the bottom until those outflow streaks turn into inflow streaks