FreeCOIN3 min read
COIN: the level that decides the cycle
COIN
Delayed
The thesis
ETF inflows are the marginal buyer now, and on-chain supply is tightening into it.
Stablecoin supply growth tends to lead risk appetite across the complex.
What I'm watching
- stablecoin supply trend
- stablecoin supply trend
- A clean move through the level I flag below
Positioning
Long on COIN, 1-8 weeks horizon. Conviction: High. Crypto volatility is brutal — small size, defined risk, always.
Opinion, not investment advice. The author may or may not hold positions discussed.
Opinion. The author may or may not hold positions discussed. Not advice. Not a financial promotion approved under FSMA s.21. Quote data is delayed. Past performance is not a reliable indicator of future results.
Comments
1 commentGood timing — was just reworking my COIN sizing this morning.