Análisis en tiempo real de tweets con IA
Detectar el pulso del mercado

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Datos de X (Twitter), propiedad de los creadores originales. Solo para referencia, no es un consejo de inversión.

Publicaciones de X

  • 蕉易猿-527 TA_Analyst Trader A
     37.89K  @Eth527

    Yesterday it already recaptured half of the loss from the previous day's decline, and today it continues; it will eventually recover the other half.

    蕉易猿-527 TA_Analyst Trader A
     37.89K  @Eth527

    https://t.co/Hkw4rGohvi

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     Alcista
    The market is expected to gradually recover the losses, bullish in the short term.
  • Crypto Caesar TA_Analyst Trader A
     65.10K  @CryptoCaesarTA

    $ETH - #Ethereum szn. Bottom is in. Bring the trenches back. https://t.co/lLYZTVzunB

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    Tendencia de ETH tras el lanzamiento
     Extremadamente alcista
    ETH bottom confirmed, the technical chart shows price and indicators are at historic lows, indicating a new rally.
  • Matteo Invest FA_Analyst OnChain_Analyst B
     7.89K  @matteoinvest

    🔎 Bitcoin On-Chain Update (2 months later) – MVRV Z-Score & Realized Price Two months ago, the analysis highlighted a post‑distribution digestion phase, with the market entering a more mature zone of the cycle. 👉 Two months later, the data overall confirm this scenario… without invalidating the structure. 📊 1️⃣ MVRV Z-Score – Compression without capitulation On the MVRV Z-Score, we observe a continuation of compression 📉 🔹The indicator kept falling gradually 🔹No return to the red zone (euphoria) 🔹Most importantly, no move into the green zone (capitulation) This is a key point. Historically: 🟢 Green zone → extreme accumulation zones / macro bottom 🔴 Red zone → distribution / cycle top 👉 Today we are between the two. That means: 🔹The market has digested part of the excesses 🔹But there has been no full cycle reset 🔹No major capitulation has been observed We are typically in a lateral compression zone, characteristic of transition phases. 📈 2️⃣ Realized Price – Support still intact On the Realized Price side, the observation is equally interesting 🔑 🔹Price remains above the Realized Price 🔹No structural breakdown 🔹The market’s average cost continues to rise slowly 👉 Again, this is decisive. Historically: 🔹Real bear markets start below the Realized Price 🔹Bottoms build around / below that level But here: ➡️ The market has never broken that level ➡️ It hasn’t even been truly retested in depth This indicates: 🔹An absence of extreme stress 🔹A structure still bullish in the background 🔹But also a lack of complete purge 🧠 Combined reading (very important) When: 🔹MVRV falls without reaching the green zone 🔹Price stays above the Realized Price 👉 We are neither in deep accumulation nor in extreme distribution. We are in a very specific phase: ➡️ Mid‑/end‑cycle consolidation ➡️ Market absorbing past distribution ➡️ Lack of capitulation = lack of reset This is exactly the type of structure that can lead to: 🔹Either a bullish rebound (final leg) if demand returns 🔹Or a long sideways period to continue purging the market 🔹Or a harsher return toward the Realized Price if selling pressure rises 🎯 Conclusion Two months later, the market has evolved… but without changing regime. ✔ No capitulation ✔ No euphoric rebound ✔ Structure still above average cost 👉 The market has neither validated a bottom nor confirmed a top. We are in an unstable equilibrium zone. Historically, these phases precede the most violent moves ⚠️ Key point to watch now: 👉 Price reaction around the Realized Price 👉 And direction of MVRV (re‑expansion or capitulation) The market has not cut yet. But it is preparing.

    Matteo Invest FA_Analyst OnChain_Analyst B
     7.89K  @matteoinvest

    🔎 Bitcoin On-Chain Analysis – MVRV Z-Score & Realized Price If we compare the MVRV Z-Score and the Realized Price today, the cycle reading becomes much more subtle than it appears 📊 We are emerging from a significant distribution phase, which profoundly changes the interpretation of the data. The MVRV Z-Score, which measures the gap between market cap and realized cap (i.e., the market’s average acquisition cost), has recently compressed after an excess phase. We are no longer in an extreme euphoria zone 🚨, but that does not mean we are at the beginning of accumulation. Historically, after a strong distribution, the MVRV returns to intermediate zones. This phase often corresponds to: 🔹Profit digestion 🔹Loss of momentum 🔹Gradual transition toward cycle end We are no longer in the initial expansion. We are in a normalization phase.

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    Tendencia de BTC tras el lanzamiento
     Neutral
    Bitcoin on-chain data: market in digestion phase, support intact.
  • moneyordebt ∞/21M FA_Analyst Researcher A
     23.65K  @moneyordebt

    For Bitcoin on an annual basis the optimal Kelly fraction in a two-asset portfolio against T-bills is about 2/3. Monthly and quarterly intervals yield numbers more like 30% and 50%. The message is HODL. f = p - q/b is full Kelly p is win percentage across periods and q Is 1-p; b is edge average win% / average loss % (magnitude) This article was written a year ago. https://t.co/YJgBDrj9LC It states ~ 3/4 as a full Kelly but 2025 closed out as a down year by around 5% and that lowered the optimal Kelly fraction. (If you have a discussion with ChatGPT or Claude or Grok please clarify whether they are using continuous Kelly which is more aggressive and looks like return/variance, or the original Gambler’s Kelly formula p - q/b)

    Papo Econômico D
     9.30K  @opapoeconomico

    You leverage 10x thinking you'll get rich faster. Mathematically, you're doing the opposite. In 1956, a Bell Labs engineer named John Kelly Jr. solved a problem that no one had formalized: what is the OPTIMAL size of a bet? The answer changed casinos, hedge funds, and prediction markets. 🧵

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    Tendencia de BTC tras el lanzamiento
     Alcista
    Tweet analysis of Bitcoin investment Kelly criterion, warns of high leverage risk, recommends HODL.
  • Sherry 🇻🇳 Community_Lead DeFi_Expert B
     4.61K  @sherryonchain

    Continuously setting up deals for everyone #cocoteam #cocolabs https://t.co/URirKCDRDh

    Sherry 🇻🇳 Community_Lead DeFi_Expert B
     4.61K  @sherryonchain

    Day 2 #HongKong is sunny now @festival_web3 @Cocolabsvn @COCOteamvnn @orin_cocoteam @NecaNguyenCoco https://t.co/4cuNcmKCMN

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     Alcista
    The author team actively negotiated business and expanded cooperation at the Hong Kong Web3 conference.
  • Zeus FA_Analyst Educator C
     25.40K  @ZeusRWA

    1/ You now have access to assets that were previously out of reach. 2/ Invest in the companies building the RWA stack.

    RWA Foundation D
     16.21K  @RWAFoundation_

    At the RWA Foundation, one of the most common questions we get is around education - specifically, how can everyday retail investors actually benefit from the rise of real-world assets? It's a great question. Here are 2 ways you can potentially benefit. 1/ You now have access to assets that were previously out of reach. Tokenized real estate, private credit, commodities, Pre-IPO, re-insurance, treasury bills - these were historically gated behind accreditation requirements, high minimums, and institutional relationships. Most retail investors simply couldn't participate. Tokenization changes that. Fractional ownership means you can get exposure to a $50M commercial property or a private credit fund with a fraction of what it used to require. The playing field is levelling in a meaningful way. That said, access doesn't equal a guaranteed return. It's still on you to do the research, understand the asset, and make smart decisions. The difference now is you actually have the option. 2/ Invest in the compa

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     Alcista
    RWA tokenization allows retail investors to participate in real assets with small amounts
  • McKenna VC Tokenomics_Expert B
     105.07K  @Crypto_McKenna

    The CFTC and SEC have been an incredibly strong positive force since Michael Selig and Paul Atkins took over in collaboration with Project Crypto. One of the main things to pay attention to over the next 12 months is the on-shoring of liquidity that has fled from the U.S. to access off-shore derivative platforms. Hyperliquid will play a key role in this but I am still trying to work out what the end state looks like for on-shoring into the US. It's an incredibly important market and Jeff said publicly that Hyperliquid will play an important role here as perpetuals get the green light from the CFTC. You also have the likes of Unit Labs the largest HIP-3 DEX who have recently met with the CFTC. Regulatory clarity and on-shoring to the U.S. opens the flood gates for Institutional flow. But I do expect that Hyperliquid will require KYC/AML for allowing U.S. citizens/Institutions to access HyperCore orderbooks. Ultimately this is the goal of the Hyperliquid Policy Center with the aim of collaboration with the CFTC but also adhering to the principles and benefits of decentralized financial markets. But I would expect that on-shoring will require KYC for both citizens and institutions. If anyone has any comments on what an end state would look like for Hyperliquid on-shoring to the US feel free to post below.

    McKenna VC Tokenomics_Expert B
     105.07K  @Crypto_McKenna

    Another thought from me that hypothetically if there was U.S. KYC would this require two HyperCore orderbooks one in which has liquidity for KYC U.S. traders and the other being global access. I'm also not sure on what the above looks like.

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    Tendencia de HYPE tras el lanzamiento
     Alcista
    Hyperliquid is expected to localize in the United States and obtain regulatory approval
  • StockChaser FA_Analyst TA_Analyst S
     17.25K  @StockChaser_

    This is the only $ZETA chart you need Wave 3 target sits around $66 https://t.co/fPHeXRnLi2

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    Tendencia de ZETA tras el lanzamiento
     Extremadamente alcista
    ZETA technical analysis shows its Wave 3 target price at $66, indicating strong upside potential.
  • Erik TA_Analyst Trader B
     13.51K  @ero_crypto

    #USDT (TRC20) Total Supply Hits New All-Time High “The total supply of #Tether (USDT) on the #Tron network has reached a new all-time high of 86.7 billion… From an on-chain perspective, a surging stablecoin supply is a strong bullish signal https://t.co/bKkztUxLwA

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     Extremadamente alcista
    USDT (TRC20) total supply hits a new high of 86.7 billion, seen as a strong bullish signal for the market.
  • CryptoParsel DeFi_Expert Educator S
     4.86K  @derparsel
    CryptoParsel DeFi_Expert Educator S
     4.86K  @derparsel

    The last few days in DeFi have been wild. That's why I took a closer look at the @LinceFinance Yield Tracker, because chaos always creates new opportunities. My best find: double-digit APY on $EURC at Jupiter Lend. It's at~6% again, but that's still a lot more than normally. https://t.co/M8tRycttbo

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     Alcista
    Discovered a high APY opportunity for EURC on Jupiter Lend amid DeFi turbulence, previously reaching double digits.