2026-10-12T08:02:34Z https://njump.me Willy Woo https://njump.me/npub1gr0y5wsfwsa4xyn6xaeza2gksgfh84elzt7ack7m6h8qhvtghjhq9c24jm https://pbs.twimg.com/profile_images/1714708774710374400/-3BGVJUc_400x400.jpg https://pbs.twimg.com/profile_images/1714708774710374400/-3BGVJUc_400x400.jpg https://njump.me/nevent1qqsqmf4xrpy6ddp6pxz3wpamdjhhrsdyun8xyzzng5ezfn3d5e6n4nczypqduj36p96rk5cj0gmhyt4fz6ppxu7h8uf0mhzmm02uuza3dz72uesyjfq Peter is immensely valuable to the BTC community as a counter signal.<br/><br/>This post alone gives odds of BTC bouncing off 80k at 70%. 2026-10-25T00:10:00Z https://njump.me/nevent1qqszvg650vqf4jzfuxt80uc9j7wjuc8luex3gdlscadjvst7q9k2xfszypqduj36p96rk5cj0gmhyt4fz6ppxu7h8uf0mhzmm02uuza3dz72uk54rn7 Anyone saying BTC goes to zero on Q-Day demonstrates they know nothing about BTC.<br/><br/>It’ll be a buying opportunity of a lifetime taking the other side of the trade. 2026-10-25T00:01:00Z https://njump.me/nevent1qqsg8mguvx3h253wg0pzqea0vyn3t3afd7nx3ksey95xqdksjl0252szypqduj36p96rk5cj0gmhyt4fz6ppxu7h8uf0mhzmm02uuza3dz72uc35p8v I personally think bears waiting for a lower bottom are on the wrong side of the trade.<br/><br/>Capital flowing in/out of BTC bottomed August 9th 2026.<br/><br/> <img src="https://pbs.twimg.com/media/HU38On9a0AABJ8X.jpg?name=orig"> 2026-10-18T00:53:00Z https://njump.me/nevent1qqsfm4wrn89qqjdn7smk6taejuswrfhj6pt5m79vxtqkuggxajlnuuczypqduj36p96rk5cj0gmhyt4fz6ppxu7h8uf0mhzmm02uuza3dz72updr6pk Dear Fidelity, if you&#39;re looking for bottoms, you&#39;re never gonna find it when searching for a bullish narrative.<br/><br/>2026 : Strategy Treasury FUD, Quantum<br/>2022 : FTX implosion<br/>2018 : BCH split, Hash Wars<br/>2014 : Mt Gox implosion<br/><br/> <img src="https://pbs.twimg.com/media/HUyPjcKXgAAT_gl.jpg?name=orig"> 2026-10-16T23:22:00Z https://njump.me/nevent1qqs8tycjzu3fnye6f6fgyjdmfn5cy0h0tet58q3hf65p6jsfhefsa3qzypqduj36p96rk5cj0gmhyt4fz6ppxu7h8uf0mhzmm02uuza3dz72u4c7gr4 <br/><br/> <img src="https://pbs.twimg.com/media/HUxruBAaEAA8grD.jpg?name=orig"> 2026-10-16T19:54:00Z https://njump.me/nevent1qqsdzcu2z9vngs4z3vfq5ysj0ryzq6tfal5ulycdc8c5tjmc2jtdkmqzypqduj36p96rk5cj0gmhyt4fz6ppxu7h8uf0mhzmm02uuza3dz72u75uqlt JUST IN: Bloomberg Intelligence demonstrates it needs renaming.<br/><br/> <img src="https://pbs.twimg.com/media/HUxSP_aXwAE6Z3o.jpg?name=orig"> 2026-10-16T19:07:00Z https://njump.me/nevent1qqs9pqkflsjfajjt03fp7zx6jptah0h6a6ta86zlrrah83hlrur4n6gzypqduj36p96rk5cj0gmhyt4fz6ppxu7h8uf0mhzmm02uuza3dz72uhv4xtz The last time this setup happened was 2014 when BTC blew off after the MtGox collapse while stocks climbed higher. Then BTC did a slow grind upwards while stocks entered a bear market.<br/><br/>When stocks aligned bullish we had the famous 2017 bull market. 2026-10-16T02:45:00Z https://njump.me/nevent1qqsr3rw0rsm94p8dy8qkfng730e75zffd9cpc739dvrngm9jgu6mrkgzypqduj36p96rk5cj0gmhyt4fz6ppxu7h8uf0mhzmm02uuza3dz72u8lnddx BTC should be resilient against stock market pull backs given its already retraced 50% while equities was busy putting in new highs. 2026-10-16T02:45:00Z https://njump.me/nevent1qqsqrxhrvp5dfa597pk4tyj62gx0ffhmrn2f0zsdkyngs65l2rcvrwgzypqduj36p96rk5cj0gmhyt4fz6ppxu7h8uf0mhzmm02uuza3dz72ugn97z5 All you guys saying “nobody uses Google anymore” don’t understand how the Trends metrics work. It’s a % of total Google searches so a drop in Google use doesn’t impact the trend score. 2026-10-15T23:36:00Z https://njump.me/nevent1qqs0e5vc8hgruw0xla2aeu7kmk8njw4hfz9j9j6w4tejcyk9cqzhqyczypqduj36p96rk5cj0gmhyt4fz6ppxu7h8uf0mhzmm02uuza3dz72u42ev6l &#34;SUPERCYCLE&#34; is just another way to say BTC breaks out of 4 yr cycles and follows global macro markets.<br/><br/>No asset in history has followed a programmatic clock except BTC.<br/><br/>BTC&#39;s supply shock is now TOO SMALL to make a difference. <br/><br/>→ BTC follows global macro here on in.<br/><br/> <img src="https://pbs.twimg.com/media/HUdanoSbsAAvnnU.jpg?name=orig"> 2026-10-13T12:05:00Z https://njump.me/nevent1qqsvrk0hk9lyg2dhtz60fdw03wdd3zxehhxk22zzevns9yehnr8g00qzypqduj36p96rk5cj0gmhyt4fz6ppxu7h8uf0mhzmm02uuza3dz72u57my0z Puell Multiple roughly gauges miner sell pressure.<br/><br/>Here&#39;s what it&#39;s suggesting...<br/><br/>Long range structure: Early bull market<br/>Local structure: Sideways grind<br/><br/> <img src="https://pbs.twimg.com/media/HUZr25vacAAEjxu.jpg?name=orig"> 2026-10-12T03:54:00Z https://njump.me/nevent1qqsg48y4z4mkfp2ra9ja2zh3em8prvp5npeg9wfhwz2gaj40c0qpdkczypqduj36p96rk5cj0gmhyt4fz6ppxu7h8uf0mhzmm02uuza3dz72ucxsgxh Opus 5.5 puts BTC signatures breaking in the next 2 years from quantum or classical maths at…<br/><br/>Quantum: 0.5% <br/>Classical/AI: 0.8%<br/><br/>-&gt;1.3% total risk<br/><br/>FLIPSIDE: survey of analyst expectation is for BTC to return &gt;200% 2026-10-11T21:19:00Z https://njump.me/nevent1qqs2nw8d8s6q0kf0z9ygy0je8gtuvccy2th4vn5nlk6zzdudmq9lz3qzypqduj36p96rk5cj0gmhyt4fz6ppxu7h8uf0mhzmm02uuza3dz72ufs4x98 Bitcoin, class of… 2026-10-10T19:45:00Z https://njump.me/nevent1qqsv3wnsdlm6grzujd9sdnufufsmvt9stfqj265t7k3aqadq5pa5x5czypqduj36p96rk5cj0gmhyt4fz6ppxu7h8uf0mhzmm02uuza3dz72u7haxdq People misunderstand the Quantum + SI FUD<br/><br/>It&#39;s not that BTC could fail, it WON&#39;T<br/><br/>It&#39;s a price downward volatility event<br/><br/>1.7M BTC of lost coins CANNOT be moved to safe addresses<br/><br/>They will eventually be resurrected and the market will reprice this. 2026-10-09T20:28:00Z https://njump.me/nevent1qqstn78mmmtzp6d6dpdjk6g6lk4m447v4ra79eawk8e5mscvps9yd7czypqduj36p96rk5cj0gmhyt4fz6ppxu7h8uf0mhzmm02uuza3dz72uh4a485 I&#39;d give it 25% chance the 1.7M Satoshi Era lost coins get frozen by a future soft fork.<br/><br/>If an entity like Google cracks those coins first, under US law, they remain in zombie land, unable to be spent as Google has no legal title. The market would still price in the fear. 2026-10-09T20:28:00Z https://njump.me/nevent1qqsgdfwc0999a5etd7vrfxalpv7gqg7vazfmrn0f94pw6m2cypvyn2qzypqduj36p96rk5cj0gmhyt4fz6ppxu7h8uf0mhzmm02uuza3dz72uyw4xe7 There’s 2 types of “taxes” governments use to plug deficits.<br/><br/>1) Tax on income and<br/>2) property confiscation<br/><br/>Confiscation has 2 types:<br/>- Debasement which hits the poor who save in cash and do not own assets<br/>- Wealth taxes which targets the rich who don’t own money, they own the means of production <br/><br/>The former makes the poor poorer and leads to civil war and revolution<br/><br/>The latter destroys the means of production, the economy collapses and the country fails 2026-10-08T19:58:00Z https://njump.me/nevent1qqsvh23dlhyc7r23dlpzh0ggthmw0r05apjd7s5yzk2rnr75vrj8txgzypqduj36p96rk5cj0gmhyt4fz6ppxu7h8uf0mhzmm02uuza3dz72unag06z ↪ Replying to @MC4H2<br/><br/>Repost @willywoo:<br/>If I give you a price target I&#39;ll make a sucker out of you and me.<br/><br/>I&#39;ll be wrong because the tops are highly chaotic in nature.<br/><br/>You&#39;ll be influenced by it, maybe you&#39;d even make a sell decision based on this random number in the future.<br/><br/>REALITY:<br/>Finding tops is akin to forecasting the weather: clouds form, skies darken, then comes the storm. Someone 2 years out can never predict WHEN and WHERE. It&#39;s easier to see it as it approaches. That&#39;s how seasoned investors make decisions.<br/><br/>6 years ago I read out a moving number from a model for the upper expected bound for price at any moment, that number got copied across the press and misrepresented. 6 years later people still say I was wrong... likely they remember after 6 years because they made an investment decision based that number. I was a sucker for reading out that number, they were suckers for making an investment decision on that number. 2026-10-06T23:20:00Z https://njump.me/nevent1qqs8awy7v9geyj37jc9njr6rwzhqg6rqh4xendm90c6zxe3wwrpnnvczypqduj36p96rk5cj0gmhyt4fz6ppxu7h8uf0mhzmm02uuza3dz72uuzj5ss Repost @SullyMichaelvan:<br/>I’m going to be brutally honest here.<br/><br/>A part of me didn’t want to publish any of this.<br/><br/>I’ve been asked repeatedly to use some of this sentiment data to trade, and I’ve often urged people not to. I’m a long-term HODLer myself, and I&#39;ve seen how painful it can be to try to time your Bitcoin buys.<br/><br/>But I find myself in an interesting position.<br/><br/>Because some of the sentiment data I’ve been sitting on has been extremely high-signal. Historically, buying during low readings has produced stronger returns than buying during high readings.<br/><br/>That’s a big claim.<br/><br/>So it deserves scrutiny.<br/><br/>But the longer I’ve spent with this data, the more confident I&#39;ve become that I’m sitting on something valuable. So today I’m going to share the strongest (though slightly counterintuitive) signal I’ve found so far.<br/><br/>Not greed.<br/><br/>Not fear.<br/><br/>Desire.<br/><br/>How badly the crowd WANTS Bitcoin to pay off.<br/><br/>I’ve tracked tons of different emotions in Bitcoiners’ language, using data spanning most of the past decade. I&#39;ve learned a lot and seen many positive correlations, but this one stood out above all others.<br/><br/>I’ve talked about desire before.<br/><br/>But today, I want to show you what Bitcoin’s returns looked like after the highest and lowest readings historically, and why that matters for Bitcoin today.<br/><a href="https://sentimentsully.substack.com/p/the-hidden-bullish-signal">https://sentimentsully.substack.com/p/the-hidden-bullish-signal</a><br/><br/> <img src="https://pbs.twimg.com/media/HT872ysWQAAPrJH.jpg?name=orig"> 2026-10-06T13:53:00Z https://njump.me/nevent1qqs8p8nhn2j6uxujzu0dlcv447t88rrcatpvctsp6whws4dv0hwl8rszypqduj36p96rk5cj0gmhyt4fz6ppxu7h8uf0mhzmm02uuza3dz72ust7cun “Be your own bank” is BS<br/><br/>When you put money in a bank the bank takes legal title of your money. <br/><br/>What you get is a claim on a debt that the bank owes you… assuming it remains solvent. <br/><br/>That’s NOT what happens when you self custody BTC. 2026-10-06T06:27:00Z https://njump.me/nevent1qqsglgepe43judkk63kl0a8nl0g7kndwa0rafrkvpcgkavj3qw6l93gzypqduj36p96rk5cj0gmhyt4fz6ppxu7h8uf0mhzmm02uuza3dz72um0tdv2 Little known fact... <br/><br/>BTC popularity among nation-states has outstripped individuals:<br/><br/>5% of the world population own BTC<br/>8% of nations have a policy to acquire/hold BTC<br/><br/> <img src="https://pbs.twimg.com/media/HT14wx-a8AAq5U3.jpg?name=orig"> 2026-10-05T05:34:00Z https://njump.me/nevent1qqsy2wxyy587nj9k5cxezcm6lekl60jg0as68ytt62m7g5py2qppfmgzypqduj36p96rk5cj0gmhyt4fz6ppxu7h8uf0mhzmm02uuza3dz72ugrtv04 Here&#39;s the individual nation-states and their adoption policy.<br/><br/>Note 12% of nations actually own BTC, 8% of them have policy decisions to acquire and hold.<br/><br/> <img src="https://pbs.twimg.com/media/HT1_pUQbkAARA3W.jpg?name=orig"> 2026-10-05T05:34:00Z https://njump.me/nevent1qqs0urq0flr99cjtpyq2atrg9lzp8hg5kn2zkpnrcc9a980s7u7pltqzypqduj36p96rk5cj0gmhyt4fz6ppxu7h8uf0mhzmm02uuza3dz72uzfkvaq ↪ Replying to @zerohedge<br/><br/>Q-DAY:<br/><br/>It isn’t about whether BTC is quantum hardened in time. <br/><br/>It’s WHEN do we see the 1.7M BTC of vulnerable lost coins making their way back onto the market.<br/><br/>It’s a downward repricing event.<br/><br/>BTC will survive. I’d buy that dip. 2026-10-04T19:04:00Z https://njump.me/nevent1qqsrxge7fk2x8uftx0r6906740n38lhe3q7srzc6r4cljaly8xvvhlgzypqduj36p96rk5cj0gmhyt4fz6ppxu7h8uf0mhzmm02uuza3dz72urs47sz Just to demonstrate the insane gains of BTC against various funds... exclusive to the &#34;qualified rich&#34;...<br/><br/>Here&#39;s BTC vs<br/>@chamath<br/>&#39;s Social+Capital Fund.<br/><br/>(Not to fade Chamath. Pitched to him once, have followed him for a long time from my startup days before BTC.)<br/><br/> <img src="https://pbs.twimg.com/media/HTxu31RaAAAw1h-.png?name=orig"> <br/><br/> <img src="https://pbs.twimg.com/media/HTuBF2xakAE66Ty.jpg?name=orig"> 2026-10-04T10:00:00Z https://njump.me/nevent1qqszrw9tc3dpukt65fpm896r7pa39u3q7vszvvz4yt3ngdhk4rzrhxszypqduj36p96rk5cj0gmhyt4fz6ppxu7h8uf0mhzmm02uuza3dz72u2ja8th Little known fact:<br/><br/>BTC has NEVER been beaten by stocks over a 4 year investment duration. Even if you bought the top.<br/><br/>In fact, at 42% CAGR, BTC beats the undisputed champion of hedge funds, Renaissance Technologies, who delivered 39% to their investors.<br/><br/> <img src="https://pbs.twimg.com/media/HTl3r1taMAEqsPj.jpg?name=orig"> 2026-10-02T02:31:00Z https://njump.me/nevent1qqsx6plu6z5wq2lgaqudqcxqqp4mwscpwtsepcc4zt2x7jhat52ntlszypqduj36p96rk5cj0gmhyt4fz6ppxu7h8uf0mhzmm02uuza3dz72u8trz85 Plenty of buys below price action, not many sells above<br/><br/> <img src="https://pbs.twimg.com/media/HTj9fc4bYAADPAm.jpg?name=orig"> 2026-10-01T22:57:00Z