xChanging Good
@xChanging_Good
A studio for aspiring independent analysts, researchers and thinkers churning out deep insights in the crypto space. See below 👇 to 📺 and 🎧.
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A mindset shift is coming for crypto where traders will want to see how tokens are used onchain. The more usage, the greater moneyness the token has. Let's move on from this sad game of playing chicken in the trenches... share.pandaterminal.com/s/zrEEsw3u
FYI, no live Trading Pit tomorrow (Feb 11). Team is taking a break from the live show to focus on a few other topics. stay tuned...
"MicroStrategy is, Bitcoin's first and only investment bank" @stonychambers great chat about how best to understand MicroStrategy's (new) core business, how it accrues value to the equity, and how best to price it all. with the sea change in crypto policy, on-going talks of…
up and coming analyst believes MSTR is Bitcoin's first (and likely only) Investment Bank. and if this right, the stock price is going much, much higher. agree with the thesis? check it out👇
"it's time for bull market risk management" @rangesnipe watch the rest of the episode below👇
If interested
If you are a creator or BD in UAE or coming to Dubai for 1B summit this week and looking for a free ticket. We have some to share on behalf of Jlabs Digital. Dm us. 1billionsummit.com
LFG (after we sort a few minor audio issues)!!!!
"Early signs $ETH is ready to run" @MrBenLilly is back on Trading Pit to discuss whether Ethena has suppressed price (and when that might end). join us live in 45 here on X.
"moonshot targets for Bitcoin, Ethereum and Solana?" On tomorrow's Trading Pit will see if 2025 is kicking off with the fuel to take us to the moon. check out the rest of the episode 👇
For those that listened to this week’s flow report on @xChanging_Good you might recall the discussion of Babylon flows. Kairos breaks it done nicely here if you want to go further.
"the bitcoin game has changed" @TheWhale_hunter staring at dusty whale wallets isn't worth your time as ETF's, MSTR, and prime brokerages alter how the market trades. hear this and the reality of Bitcoin's Supply Crunch in the discussion below👇
The dates looked primed to happen a week ago, now looks impossible at this point. Clearly I don’t make the rules 😂 ATH Q1 is still coming despite the critics - with old narratives resurfacing: depin, defi, L2, compute, etc
ETH will form a new ATH between Dec 21-Jan7. I don't make the rules.
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