OCTA: Why May ’24 Stands Out from March ’24
#Bitcoin $ETH $SOL $NVDA $LINK $TSLA #Macro #Sentiment #OnChain $WIF
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0:00 Introduction
1:09 The Ugly
1:29 Crypto Valley of Death – ie Distance from ATH
2:54 Big Unlocks This Week
3:54 The Bad
4:56 Global Liquidity 742BN Added Since April
4:07 Maxed Out Borrowers Defaulting
5:15 Buy-Now-Pay-” Never” arrangement!
6:03 Avg Pay OECD Countries
7:18 The Good
7:20 BTC Monthly Returns
7:50 ETH Monthly Returns
8:22 Digital Asset Fund Flows
9:05 Flows by Asset – Note ETH will Change This Wk
10:10 Sector Performance MTD – DePIN then MEME Win
10:34 Top Chains DAUs
11:29 Bitcoin Season 35
11:40 Gox Not Selling
12:19 Bitcoin $70K in March is Diff to $70K now!
13:26 LTH Cohort Incentive to Sell
15:05 20% of LTH Net Distro is GBTC
16:26 ETH Slowly Then Suddenly
16:51 BTC had a Great Last 90 Days – Last 30 Not Much
17:31 Hash Rate on the Rise
18:00 ETPs in London Are Live
18:20 HK ETF Offering Staking
19:04 HK ETFs – Not Much Cooking
19:35 Era of SCs is Here
20:17 WIF Flips ARB
20:37 BONK Flips OP
20:56 NFT Trading Revenue – BTC Tops, SOL 2nd
21:22 Chainlink VIP Announcement Incoming
21:58 LINK Looking Strong on ATR
22:28 Want a recap of my videos?
22:40 Stock Market Last 7 Days/US$
23:17 NVDA Chart is Unreal
23:42 BTC Treasuries – Trending
24:49 Semler Scientific embraces Bitcoin treasury
25:13 Semler Scientific Solid Financials
25:41 SMLR Chart on ATR
26:28 70% Considering an EV
26:59 Tesla is only hi Volume EV Maker in NA
27:42 Energy Storage Market Tripled in 2023 – TSLA
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