Why is the price of Bitcoin declining if ETFs and MSTR are buying? Because overall Bitcoin spot demand is contracting. This is why you can't just look at ETFs and Strategy to estimate Bitcoin demand, you need on-chain data to get the full picture. Dashboard link in the next

Julio Moreno @jjcmoreno ·
Why is the price of Bitcoin declining if ETFs and MSTR are buying? Because overall Bitcoin spot dem…

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  1. #1

    Most of the BTC stolen by the coldcard hackers sit on a few addresses. The top 5 attacker addresses by current BTC balance concentrate almost 83% of the confirmed stolen funds, or…

    Julio Moreno @jjcmoreno ·
    Most of the BTC stolen by the coldcard hackers sit on a few addresses. The top…
  2. #2

    If there's a silver lining to this whole Coldcard hack mess, it's that the awareness raised by so many people urging others to move their funds seems to be working. All on-chain m…

    Julio Moreno @jjcmoreno ·
    If there's a silver lining to this whole Coldcard hack mess, it's that the awar…
  3. #3

    The Bitcoin plebs had not move this amount of BTC in a day since the FTX collapse. 39.6K BTC transferred on July 31st after the coldcard hack, 39.9K BTC transferred on November 16…

    Julio Moreno @jjcmoreno ·
    The Bitcoin plebs had not move this amount of BTC in a day since the FTX collap…
  4. #4

    Seems people really moved their Bitcoin out of extreme caution after the coldcard hack. Bitcoin daily active addresses spiked from 645k on July 30th to almost 1M on July 31st, the…

    Julio Moreno @jjcmoreno ·
    Seems people really moved their Bitcoin out of extreme caution after the coldca…
  5. #5

    Daily exchange deposits of Bitcoin transfers < 10 BTC spiked yesterday to 7.3K BTC, the highest since February 6. Could be related to the coldcard hack, as people move their ho…

    Julio Moreno @jjcmoreno ·
    Daily exchange deposits of Bitcoin transfers < 10 BTC spiked yesterday to 7.…
  6. #6

    Capitulation is no where to be seen. Bitcoin holders just started to realized losses on a yearly basis, -136K Bitcoin. However, previous cycles bottomed at -1.3M and -3.7M Bitcoin…

    Julio Moreno @jjcmoreno ·
    Capitulation is no where to be seen. Bitcoin holders just started to realized l…

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