Friends I really do not know where the bitcoin bottom is but I can recognize extreme conditions that you only see close to bottoms *in time*, such as extreme negative funding, options skew at levels only seen once before since 2022 (FTX day), and volumes & liquidations at https://t.co/vqlp32LxEL

Friends I really do not know where the bitcoin bottom is but I can recognize extreme conditions that you only see close to bottoms in time, such as extreme negative funding, options skew at levels only seen once before since 2022 (FTX day), and volumes & liquidations at https://t.co/vqlp32LxEL

Original source ↗ | February 06, 2026 at 01:36 UTC | Twitter - @krugermacro

IDEA 1 TICKER: $SLV DIRECTION: short THESIS: Historical analysis suggests that $SLV, after 20% corrections from ATHs and major tops, tends to experience deep and long declines. SPEAKER: @markminervini TIMEFRAME: long-term

IDEA 2 TICKER: Crude Oil (or related ETFs like $USO, $WTI) DIRECTION: short THESIS: A significant black-market glut of over 100 million barrels of oil, held in storage and tankers, suggests an oversupply that could depress oil prices. SPEAKER: @burggrabenh TIMEFRAME: medium-term

IDEA 3 TICKER: XLP (Stap

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