24 Comments
Mar 30Liked by Caleb Franzen

بسیارعالی

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Mar 30Liked by Caleb Franzen

"In total, that’s more than $3.6Bn in outflows from Grayscale. Yet during that same period, net inflows into all spot Bitcoin ETFs are $594M." Does this mean that inflows are $594M per day into all Bitcoin ETF's? Or in total for that 11-day period?

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Mar 30Liked by Caleb Franzen

Solid analysis and data bro! Really liked that addition of the price diffusion index. Cheers champ 🤝🏻

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Great corporate profits chart!

My report last week looked at various leading indicators that are showing improving rate of change in their y/y growth rate as well.

Great signs for the economic and hence corporate profit outlook...stocks following earnings over the long run.

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So if the economy is strong and not inflationary as reflected by ebullient equities, then why would it make sense for BTC to be hitting ATHs? Oh, it’s reflecting fiat debasement, fiscal dominance and coming financial repression? Now THAT would explain why BTC, gold, and SPX are all rocketing higher.

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