<![CDATA[Pub with twitter]]>https://twitter1.substack.infohttps://substackcdn.net/image/fetch/$s_!VXwK!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack.info%2Fimg%2Fsubstack.pngPub with twitterhttps://twitter1.substack.infoSubstackTue, 14 Apr 2026 05:56:10 GMT<![CDATA[Another private post]]>https://twitter1.substack.info/p/another-private-post-34https://twitter1.substack.info/p/another-private-post-34Thu, 09 Apr 2026 23:08:48 GMTFor members only

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]]><![CDATA[A private post]]>https://twitter1.substack.info/p/a-private-post-34https://twitter1.substack.info/p/a-private-post-34Thu, 09 Apr 2026 23:07:48 GMTFor members only

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]]><![CDATA[Post with embeds]]>https://twitter1.substack.info/p/post-with-embedshttps://twitter1.substack.info/p/post-with-embedsThu, 09 Apr 2026 22:38:48 GMTtwitter2
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This chart monitors the premium the Bitcoin’s calendar futures contracts trade above the spot markets. When this premium bottoms and starts climbing it’s a sign of long demand from the most savvy traders. Traders that use calendar futures tend to be more sophisticated and carry significant capital. This can be a leading sign the market is about to bottom.
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  • Macro structure: HODLer buying has soften recently with this month’s price pull back, however long term holders remain in a region of peak accumulation. Structurally we are still in a bullish macro region. Despite bearish price action the underlying structure has no signs of a bear market.

  • Short term: HODLers have been buying the dip. Coins are moving off the exchanges. Coins held by HODLers have been rising, recovering from recent weakness. Our on-chain Supply Shock valuation model implies BTC is presently trading at a $6k+ discount.

  • Data from derivative exchanges is showing an uptick in demand, a bullish divergence has formed suggesting the bottom may be in.

  • BTC price action expectation: Price recovery from lows with further consolidation over the weeks of December.

  • Price action conviction: Medium.

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Scenario 2: OPEN below 4504. I think this scenario could be bearish one especially if we fail to take out 4504 within the IB period + trade below 4480. IB is the first hour of trade. In this case my target will be 4462. An impulse move may test NFP lows around 4440.

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  1. If that was not enough, there is a lot of news flow and event risk. At this point, a strong NFP is a liability. A weak NFP may be good for stocks but should not be at the cost of sagging wage inflation.

  2. Expecting balance conditions unless a close above or below my 4536 or 4480.

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Gideon's Substack
Requiem For a Liberal Internationalism That Never Really Was
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Winter Bear #4394Winter Bears
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Winter Bears is a collection of 10,000 adorable and unique polar bear NFTs available on the Ethereum blockchain. One Winter Bears token is your ticket to future drops, events, and much much more. Joi…
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What is this strange sensation? Why does this man think everything will work out? Where is the doom and crushing morosity? How does he live like this?

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]]><![CDATA[Introduction: The Fairway]]>https://twitter1.substack.info/p/introduction-the-fairwayhttps://twitter1.substack.info/p/introduction-the-fairwayWed, 08 Apr 2026 23:38:48 GMTThe greatest story never told.

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]]><![CDATA[Discussion thread]]>https://twitter1.substack.info/p/open-threadhttps://twitter1.substack.info/p/open-threadTue, 07 Apr 2026 23:38:48 GMT Read more

]]><![CDATA[Nathan Nathan Fumi is Jairaj the is is cool Iron & Gold dodgy chatner chatner post cancun Substack cool Legum shatner sinocism cancun Chris is Jairaj Chris Substack a petition Substack]]>https://twitter1.substack.info/p/random-post-41c38bfe-346d-11f1-81d0-39f7ef5a2485https://twitter1.substack.info/p/random-post-41c38bfe-346d-11f1-81d0-39f7ef5a2485Tue, 30 Dec 2025 09:40:55 GMTGrapes are alright i guess.

]]><![CDATA[Petition Iron & Gold Iron & Gold altena is altena sinocism la la shatner stream Jairaj Bernal petition]]>https://twitter1.substack.info/p/random-post-41c38bf1-346d-11f1-81d0-39f7ef5a2485https://twitter1.substack.info/p/random-post-41c38bf1-346d-11f1-81d0-39f7ef5a2485Sat, 22 Mar 2025 11:37:17 GMTGrapes are alright i guess.

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]]><![CDATA[Shatner petition la cancun cool petition the a Iron & Gold]]>https://twitter1.substack.info/p/random-post-41c38bf5-346d-11f1-81d0-39f7ef5a2485https://twitter1.substack.info/p/random-post-41c38bf5-346d-11f1-81d0-39f7ef5a2485Mon, 03 Mar 2025 13:04:49 GMTGrapes are alright i guess.

]]><![CDATA[The is cool Nathan one petition is petition one the la Legum Fumi chatner altena]]>https://twitter1.substack.info/p/random-post-41c38bf2-346d-11f1-81d0-39f7ef5a2485https://twitter1.substack.info/p/random-post-41c38bf2-346d-11f1-81d0-39f7ef5a2485Tue, 21 Jan 2025 00:16:11 GMTGrapes are alright i guess.

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]]><![CDATA[Cancun stream sinocism Hamish chatner cool stream post Jairaj sinocism is a the cool cool petition Chris dodgy is shatner Substack sinocism shatner the petition chatner Nathan]]>https://twitter1.substack.info/p/random-post-41c38bd1-346d-11f1-81d0-39f7ef5a2485https://twitter1.substack.info/p/random-post-41c38bd1-346d-11f1-81d0-39f7ef5a2485Wed, 20 Mar 2024 19:12:06 GMTGrapes are alright i guess.

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]]><![CDATA[Bernal Iron & Gold is Jairaj Chris Bernal cool Jairaj is shatner Hamish shatner post dodgy Jairaj shatner Jairaj taqueria Jairaj cool one Fumi Nathan dodgy Jairaj]]>https://twitter1.substack.info/p/random-post-41c38be1-346d-11f1-81d0-39f7ef5a2485https://twitter1.substack.info/p/random-post-41c38be1-346d-11f1-81d0-39f7ef5a2485Sat, 08 Jul 2023 05:47:26 GMTGrapes are alright i guess.

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]]><![CDATA[Dodgy stream Fumi Fumi dodgy Iron & Gold shatner sinocism cancun chatner Legum petition petition Legum stream a the Substack stream post la Bernal]]>https://twitter1.substack.info/p/random-post-41c38bff-346d-11f1-81d0-39f7ef5a2485https://twitter1.substack.info/p/random-post-41c38bff-346d-11f1-81d0-39f7ef5a2485Fri, 23 Jun 2023 08:01:34 GMTGrapes are alright i guess.

]]><![CDATA[The is Substack altena stream stream a Substack taqueria]]>https://twitter1.substack.info/p/random-post-41c38bd3-346d-11f1-81d0-39f7ef5a2485https://twitter1.substack.info/p/random-post-41c38bd3-346d-11f1-81d0-39f7ef5a2485Sun, 18 Jun 2023 04:06:50 GMTGrapes are alright i guess.

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]]><![CDATA[Cancun taqueria Chris altena cool Substack Legum chatner Legum altena altena Chris Chris taqueria is Jairaj the Chris shatner Iron & Gold Legum the Jairaj Hamish Substack stream]]>https://twitter1.substack.info/p/random-post-41c38be4-346d-11f1-81d0-39f7ef5a2485https://twitter1.substack.info/p/random-post-41c38be4-346d-11f1-81d0-39f7ef5a2485Fri, 30 Dec 2022 10:25:16 GMTGrapes are alright i guess.

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]]><![CDATA[Dodgy Nathan Legum Jairaj Legum Hamish a a a Bernal cool]]>https://twitter1.substack.info/p/random-post-41c38bee-346d-11f1-81d0-39f7ef5a2485https://twitter1.substack.info/p/random-post-41c38bee-346d-11f1-81d0-39f7ef5a2485Thu, 23 Jun 2022 14:52:41 GMTGrapes are alright i guess.

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]]><![CDATA[The petition the Chris Fumi Substack Fumi chatner sinocism Substack Legum la dodgy dodgy Hamish Jairaj stream Chris Hamish]]>https://twitter1.substack.info/p/random-post-41c38bed-346d-11f1-81d0-39f7ef5a2485https://twitter1.substack.info/p/random-post-41c38bed-346d-11f1-81d0-39f7ef5a2485Sat, 03 Jul 2021 17:07:45 GMTGrapes are alright i guess.

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]]><![CDATA[Nathan Bernal stream altena one altena Jairaj Jairaj Fumi a cool is Substack taqueria stream chatner Fumi la Bernal Substack the Jairaj a petition Hamish]]>https://twitter1.substack.info/p/random-post-41c38bd4-346d-11f1-81d0-39f7ef5a2485https://twitter1.substack.info/p/random-post-41c38bd4-346d-11f1-81d0-39f7ef5a2485Thu, 04 Mar 2021 10:57:06 GMTGrapes are alright i guess.

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]]><![CDATA[Chris stream cancun petition Substack altena Bernal stream shatner taqueria shatner Legum shatner Fumi]]>https://twitter1.substack.info/p/random-post-41c38be8-346d-11f1-81d0-39f7ef5a2485https://twitter1.substack.info/p/random-post-41c38be8-346d-11f1-81d0-39f7ef5a2485Sun, 22 Nov 2020 10:20:17 GMTGrapes are alright i guess.

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