Is the crypto winter over?

Discussion in 'Crypto Assets' started by schizo, Jan 13, 2023.

  1. ph1l

    ph1l

    ETF shares could have been created from existing bitcoin.
     
    #1481     Jan 13, 2024
  2. johnarb

    johnarb

    Inflows were used for OTC trades which do not affect the price, the OTC supplies will run out soon

    Gbtc funds will clear in T+1 +2 +3 and imo will re-buy other bitcoin ETF's adding to inflows, so things could stabilize as early as end of next week. Monday is a holiday, though

    Scaramucci thinks 6-8 days




     
    #1482     Jan 13, 2024
  3. jbusse

    jbusse

    The OTC supply -- seems tantamount to a very large ask size. Is it largely miner inventory?
     
    #1483     Jan 13, 2024
    johnarb likes this.
  4. johnarb

    johnarb

    OTC desks (Coinbase has a big operation for their institutional clients, the fees are tiny, it's part of their earnings report) are both bid and ask

    and miners do sell otc but miners are not always selling, they are not the best traders, usually hoarding during bull market and selling during bear market, many were on the brink of bankruptcy this past bear market cycle, good example is MARA down over 90% on the stock market from $52 Oct/2021 to $3.42 Dec/2022, now doing well at the start of this bull market

    . Also newly minted bitcoins used to carry a premium and may still do, no tainted history such as darknet, or hackers ransomware, etc

    OTC trades big chunk of bitcoins for sale sell for a premium, otherwise, they'll just trade it on the open market

    bitcoin (OG) whales are solicited by the OTC desks for supplies, so I heard/read
     
    #1484     Jan 13, 2024
    semperfrosty and jbusse like this.
  5. schizo

    schizo

    It chopped all day, but looks like it wants to go higher now. Does any non-chartist out there wanna take a stab on where the next TP will be?

    upload_2024-1-13_23-19-25.png
     
    #1485     Jan 14, 2024
  6. Explains the drop in volume I couldnt understand too.Large players moving to OTC.

    Will be interesting to see if the drop spooks the ETF investors or entices them.For me,I know I'd rather be jumping in after 5 or 10% drop.See how it plays out,could help the cause.
     
    #1486     Jan 14, 2024
    jbusse and johnarb like this.
  7. johnarb

    johnarb

    $50k for sure, then $60k


    I doubt it. These new buyers are long term investors (i.e. HNW allocation, retirement accounts, managed accounts by RIA's)

    Blackrock Ibit vs Fidelity Fbtc vs others is something to keep an eye on

    I do not see Blackrock slowing down at all, the race is to be the number 1 ETF with the biggest AUM, the survival of the product depends on it

    I can see Blackrock sales people are probably very active on the golf courses, VIP resorts, country clubs this long weekend pitching this new asset and an allocation is highly recommended

    $10 Trillion Blackrock behemoth and with a measly $500M in the first 2 days of a new asset class etf, the best performing asset in the history of mankind

    Nope, this is literally a drop in bucket, the floodgates are being released. The sales and marketing department will have plenty of rest later




     
    #1487     Jan 14, 2024
    jbusse and semperfrosty like this.
  8. Great points JA!
     
    #1488     Jan 14, 2024
    johnarb likes this.
  9. Lochness Monster Pattern confirmed.50K imminent.:D

    upload_2024-1-21_10-33-22.png
     
    #1489     Jan 20, 2024
    johnarb likes this.
  10. LMFAO!
     
    #1490     Jan 20, 2024
    semperfrosty likes this.