Bitcoin is not an asset whose marginal buyer is reserves constrained. Therefore, even if mapping a reserve based framework onto BTC can be useful, in most cases doing so introduces more noise than insight. The emphasis on central bank liquidity as the main driver of bitcoin

Original source ↗ | December 11, 2025 at 01:37 UTC | Twitter - @krugermacro

Here are the actionable trade ideas extracted from the tweets:

IDEA [3] TICKER: $RBOHF DIRECTION: avoid THESIS: The company is a pre-revenue, money-losing microcap that has recently engaged in sponsored stock promotion, suggesting potential overvaluation or manipulation. SPEAKER: @stockjabber TIMEFRAME: medium-term

IDEA [4] TICKER: Gold DIRECTION: long THESIS: A potential Trump Fed takeover in 2026 is underpriced by the market, creating a momentous shift that favors gold as a hedge. SPEAKER: @plur_daddy TIMEFRAME: long-term

IDEA [12] TICKER: $GLDG DIRECTION:

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