intangiblecoins 5.0 51 ideas
After 1 day
60%winrate
+1.8% avg
18W / 12L · 30/41 ideas
After 1 week
80%winrate
+3.1% avg
24W / 6L · 30/41 ideas
After 1 month
50%winrate
+2.0% avg
18W / 18L · 36/41 ideas
By sector
Crypto
40 ideas
+1.9%
Stock
5 ideas
+4.8%
ETF
4 ideas
+1.0%
currency
1 ideas
-1.1%
index
1 ideas
Top tickers (by frequency)
BTC
32 ideas
48% W
-1.2%
COIN
3 ideas
50% W
+2.5%
ETH
2 ideas
100% W
+22.0%
KRE
2 ideas
50% W
+4.0%
USDT
1 ideas
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Best and worst calls
The author argues that in a deteriorating geopolitical and monetary environment, one must own a single, objectively scarce asset that can be self-custodied and traded without permission, which is a forward-looking case for Bitcoin.
BTC
HIGH
Mar 30, 02:20
Current negative narratives and waning attention in Bitcoin are short-sighted and present a historic buying opportunity similar to past cycles.
BTC
HIGH
Mar 25, 19:26
The filing of a spot HYPE ETF using a commodity-based trust structure, if approved, would provide regulatory clarity by implicitly classifying HYPE as a commodity, which is bullish for the asset.
HYPE
MED
Mar 20, 22:49
The traditional banking sector will face long-term headwinds as it actively resists crypto innovation (like stablecoins) to protect its legacy payments and cheap deposit business models.
XLF
MED
Mar 09, 22:25
“only hard money in a soft world’s bitcoin”
coming soon (as soon as i finish writing the verses) 👀🔊 https://t.co/IcxPThbZB4
BTC
Mar 08, 18:40
World Liberty Financial is proposing that unlocked WLFI tokens (20% of supply) be stripped of governance rights unless they are staked for at least 180 days 🤔 https://t.co/Zhm1TGht40
WLFI
Mar 08, 15:08
The author expects interest rates to decline due to both short-term geopolitical conflict and the long-term structural need to manage US debt service costs, which is bullish for long-duration bonds.
TLT
MED
Mar 07, 17:09
Alex Thorn (@intangiblecoins) replying to @intangiblecoins
layer on the fact that these are mostly permissioned chains — maybe you can access them, but validator sets are permissioned
such federated
SOL
ETH
Mar 07, 16:48
on the core disclosure argument, seems like it was related to SAB 121 and then they immediately disclosed within a month in their 10-Q
SAB 121 issued Mar 31, 2022, effective Apr 11, 2022 https://t.co/2FCHpndp8D
Coinbase 1Q 2022 10-Q filing with disclosure filed May 10, 2022 https://t.co/OY14VZcClh
COIN
Mar 06, 21:45
Community banks face a significant, long-term competitive threat from large banks (e.g., XLF) aggressively expanding into their core markets.
KRE
HIGH
Mar 06, 18:55
@BartertownC clearly you aren’t married. how likely do you think it is that my wife can tip her private pillow menu consultant or our children’s pool butler with XMR? smdh only cash will suffice for that
XMR
Mar 05, 18:25
A tactical long on Bitcoin is warranted due to signs of seller exhaustion, but this is a short-term trade as the structural trend remains bearish below the 50-day moving average.
BTC
MED
Mar 04, 16:02
The author believes Bitcoin's recent price decline was healthy distribution and that Wall Street's negative sentiment is incorrect, implying a bullish outlook based on fundamentals.
BTC
MED
Feb 28, 22:42
The major capitulation in Bitcoin is likely over, based on technical (200w MA, RSI) and on-chain metrics, suggesting a long-term bottom is forming despite potential for short-term weakness.
BTC
MED
Feb 25, 15:20