
Danny Marques | Investing Informant 📊📈
@Invst_lnformant
Strategy @EY_US | Research @Finblueprint | Investor | @VillanovaU ‘16 | Free Education Community ⬇️: https://discord.gg/YAbyryRN
In case it needs reminding why you want to be long the infrastructure enabling AI growth, McKinsey estimates the power load from data centers to grow from 55 GW in 2023 to a base case of 219 GW by 2030

For an asset to deliver a parabolic impulse move like we're seeing now with $IREN and like we saw in $MSTR and $PLTR in 2024 the precondition is doubt. If everyone agreed a vertical run was coming, the market would've already priced it in. Consensus kills the potential for a…
It actually makes sense to have this kind of shakeout just before the strongest leg of the Bitcoin cycle What surprises me is how negative sentiment feels right now after the most bullish bearish September seasonality I’ve seen Many on X are convinced there’ll be another clean…
My base case for stablecoins is that by 2027–2028, banks own majority of distribution and much of enterprise UX while crypto-native firms own frontier corridors and the fastest rails. Both meet in the middle on interoperability. Build for that, and the rest follows
Citi’s new stablecoins report is the most sober bull case I’ve seen for crypto. A good blueprint for how money becomes software across public blockchains and bank-controlled rails. By 2030, Citi's base case is a $1.9T industry ($4T is bull case). This is up from ~$280B today.…

Citi’s new stablecoins report is the most sober bull case I’ve seen for crypto. A good blueprint for how money becomes software across public blockchains and bank-controlled rails. By 2030, Citi's base case is a $1.9T industry ($4T is bull case). This is up from ~$280B today.…

For those that want to read the full report @Citi @intangiblecoins @artemis @sytaylor @Delphi_Digital @BitwiseInvest citigroup.com/rcs/citigpa/st…
Whenever you feel like selling in a bull market, you should buy
It never ceases to fascinate me but the market’s job is to make you do the wrong thing at the wrong time. There's a reason why corrections within bull markets often feel the worst. The backdrop is positive, the narrative is strong, prices are going up, you become conditioned to…
You know, it’s funny there’s always been a “flash crash” before Bitcoin $BTC moved sharply higher
The Market Makers are very good at what they do -> flush retail and make them doubt their investment choices Im also very good at what I do -> Buy high quality assets when retail is capitulating
If you think this is selloff is bearish you deserve to have 0 gains
Channeling my inner meow 🐱 Today’s going to be an extremely bullish red day isn’t it. Thank you Mr Market Makers 🥰 @cantonmeow
Anyone that says Strategy $MSTR is starting to look like the 2021 cycle top doesn't know how to analyze a chart In 2021, $MSTR actually peaked during the summer and then had a broader selloff to re-test its 55w EMA, before having another rally into YE. Except, it failed to climb…

Update on $MSTR Currently below the 55w EMA, which is fine. What matters is tomorrow's close A close above it, skies are clear and this will be just another bottom Breakdown of multi-year support on RSI meanwhile OBV is still looking good, so alot of divergent things happening…

Impressive work by $DDC team increasing Bitcoin stack to 1,058 $BTC valued at $118M Eyeing 10,000 BTC by end of the year
Channeling my inner meow 🐱 Today’s going to be an extremely bullish red day isn’t it. Thank you Mr Market Makers 🥰 @cantonmeow
Wealth is not built by avoiding risk, but by understanding and managing it
Great to see a clean dashboard on the key metrics needed to evaluate $BTC treasuries Good stuff Rohan
Bitcoin Treasury Twitter had a major gap. Sites showed BTC holdings, but none surfaced many key metrics needed to properly value these companies - volume, volatility, options data, market returns, and more. We built BitcoinQuant.Co to close that gap 📊

When the inevitable bubble pops in quantum computing stocks there will be alot of tears Many don't even realize that some of these QC companies haven't ever generated $1 in revenue yet
431k followers were just told Bitcoin $BTC run is over. Whoever believes this nonsense deserves to be sidelined
The prophecy is now complete From 16k to 120k, the target is hit My bull journey is over, it was a good time

Como português um dos desenvolvimentos que aguardava era o lançamento de um Bitcoin treasury português Estou animado para acompanhar os desenvolvimentos da @ORANJEBTC , liderada por @GuiAmadoGomes
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