Is the crypto winter over?

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

  1. schizo

    schizo

    Don't know about the fundamentals, but the equities market tanked first and BTC soon followed. I think the market just needs time to digest all this before going in either direction. As far as the rate hike is concerned, 25 bps was in line with the expectation (wasn't it?).
     
    #691     Mar 22, 2023
    semperfrosty likes this.
  2. schizo

    schizo

    Damn, you're one pessimist. :D
     
    #692     Mar 22, 2023
    johnarb likes this.
  3. schizo

    schizo

    Did they say a picture is worth a thousand words? Not a prediction.

    upload_2023-3-22_15-4-6.png
     
    #693     Mar 22, 2023
    semperfrosty likes this.
  4. johnarb

    johnarb

    Aw hell nah! Au contraire, I'm a huge optimist. Bitcoin to $100K by eoy and you think I'm a pessimist???

    You disagree with my analysis on the Fed action? It's all good, I'm no expert, just my personal belief

    What the Fed does or doesn't do won't be able to stop the Bitcoin bull market


    Question, have you closed your long and reversed to short? :rolleyes:
     
    #694     Mar 22, 2023
  5. Overnight

    Overnight

    That looks suspiciously like a NDX chart over same time frame. Hmm, why is that? :)
     
    #695     Mar 22, 2023
  6. johnarb

    johnarb

    Planning to increase 1 btc perp futures if it goes to $26,5k... nfa

    upload_2023-3-22_19-33-29.png
     
    #696     Mar 22, 2023
  7. schizo

    schizo

    LOL lighten up man, I was only joking.

    I'm still long, but I'm getting a little edgy. This isn't how I normally trade. But I've decided to go easy with BTC, giving it a lot of wiggle room (for now, at least).
     
    #697     Mar 22, 2023
    semperfrosty likes this.
  8. johnarb

    johnarb

    Ok, cool. I wish I had more pessimism or rather I was more realistic at times, instead of being blindsided to holding all the way to a big loss m2m

    If you meant my being a pessimist towards the regional or small banks, yes, I am but that's because money is still flowing by the 10's of billions of $ from them to the big banks

    All my bank accounts are with the big banks so I have nothing at risk there and I'm a realist based on the news reports I've seen. If no more banks get in trouble, then I'm wrong on my opinion on the situation but i'm not short or hold no puts on the bank stocks

    I believe that it is still a Bitcoin bull market
     
    #698     Mar 22, 2023
    semperfrosty and schizo like this.
  9. johnarb

    johnarb

    (so far) 1-day delayed bullish reaction to the dovish Powell post-FOMC statements such as "may or might"

    upload_2023-3-23_8-52-3.png
     
    #699     Mar 23, 2023
    schizo likes this.
  10. NoahA

    NoahA

    I can't believe how many tweets I'm reading about how companies are restricting moving cash into crypto accounts. They are seriously closing the on-ramps. Not sure if this is bullish or not though. The funniest part is they claim its for the safety of the customer! LOL

    I know most don't believe the Balaji bet, and I agree it sounds outrageous, but so much circumstantial evidence is adding and we have never had something as pure as bitcoin to be the release valve for all the pressure building up. Sure people bought gold in the past, but when gold isn't available, you just don't get any. Its not like a citizen in the past could have pushed up the price of gold. And these days, you can probably buy all the paper gold you want anyway, which also won't push the price up in any meaningful way.

    But the scarcity of this bitcoin is something that can't be fake. And for the record, I still don't believe there are 2 million bitcoins on exchanges. Yes, they may be in customer accounts, but it doesn't mean they are available for sale. If this was the case, these exchange would be worth billions of dollar, which they are not. Those bitcoin mostly belong to depositors I think, or perhaps miners, or I don't know who else. But no way that there is 2 million bitcoins as inventory for sale.

    Here is a tweet on a major spike down on one exchange. No idea what caused it, but I'm sure exchanges will be running out of bitcoin way before 2 million are sold (the theory is that each exchange is actually quite independent when dealing with a scare asset and prices will not be so in sync as inventory levels shift). And even if we consider 100k available, once the first 50k are gone, those next 50k will be at a much higher price.

     
    #700     Mar 23, 2023
    semperfrosty and johnarb like this.