Didn't know how clean @streamlit was... A "work in progress" project but starting to collect and share different market data I find interesting here. FRED data, updates nightly. Adding as I go.

Looking at the change in 10Y-2Y spreads vs Nasdaq rolling annual returns since 1990.

Net liquidity snapshot since 2020

Back to sharing some of my investment analytics work for fun when I have the time. This is an attempt to create an index around the BTC open interest market (futures, options and perps).

Today is my last with @BitcoinMagazine and @UTXOmgmt. Grateful they took a chance on me and gave me the opp to work in this space full-time. I’m not active much on here these days but a huge thank you to everyone who engaged with my work. As it goes, tick tock #bitcoin

RT @TimmerFidelity: Bitcoin (that aspirational digital store of value) seems to be shrugging off the rise in real rates, anticipating the p…

@DylanLeClair_ More detailed data shows its largely transfer volume from Poolin

Anyone know of a specific database or hub for #Bitcoin specific venture deals? Funding amounts, valuations, product categories, etc. Something like this from @glxyresearch

Working on triangulating data around #BTC holdings/supply by different entities and use cases. Anything you want to see?

After some public miner stocks up 100%+ from historic lows to start 2023, tides turning again with nearly all under performing btc over last 30 days. Some new production updates out this month with this group of public miners having ~23% of hash rate.

Working on building out a #BTC mining dashboard. Any key mining metrics or info on public miners you like to track?

@bslagter

#BTC public miner holdings through Jan 2023. Marathon, Hut 8 and Riot make up ~87% of bitcoin holdings across this list of public miners.

RT @M_McDonough: In fact, it is higher than it has ever been this cycle:

RT @Bitcoin_phan: Bitcoin Magazine PRO is sitting down with @Croesus_BTC in under an hour to discuss #Bitcoin adoption. We're still early…

Working on some different #BTC correlation comparisons. Bitcoin daily returns more correlated with S&P500, tech, small cap stocks, high yield corp debt.

Something new we're rolling out at the beginning of each week. Charts/market trends/ideas that we're watching and find worth covering.

@VailshireCap thank you Jeff!

RT @Clara_Medalie: The "Alameda Gap" persists. #BTC liquidity as measured by 2% market depth has failed to recover to pre-FTX levels. http…