cofounder at @qfilabs

Ledger
Joined January 2026
Sean Sharif retweeted
Nearly 2 million BTC sit in a massive supply wall just above the current price. Over half of it formed in the past month. We rewind to 2023 to see how Bitcoin handled a similar wall and what happened when it finally broke.
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Sean Sharif retweeted
Live: where Bitcoin's supply sits, by price, block by block xitter.cf/i/broadcasts/1vKpPNvBp…
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Sean Sharif retweeted
Bitcoin supply map explained
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Sean Sharif retweeted
Bitcoin Note 9: “A Pause Before Advance?" Bitcoin's rebound has been swift, but realised capital is still catching up. Past recoveries point to a possible consolidation, which today's cost-basis levels place between $74.3K and $105.9K. Link👇
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Here is a systematic way to understand where the market stands based on onchain data
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Explore the live regime detection model here: qfilabs.ai/tools/regime-dete…
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Sean Sharif retweeted
Bitcoin supply, live: every coin moving, block by block xitter.cf/i/broadcasts/1jGXgBqme…
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Sean Sharif retweeted
Watch each block's coins leave their old prices and land on today's, live from the chain. xitter.cf/i/broadcasts/1DxLdZyrk…
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This is how Bitcoin actually looks like beneath the price. It’s a live 3D view of the supply, updating with every new block. You can watch coins move, see how old they are, and where in Bitcoin’s history they came from. Pretty wild seeing it happen live.
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This video explains the scale of Bitcoin
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Sean Sharif retweeted
Here, in Bitcoin Note 8 by @qfilabs, we tried to navigate bitcoin:native through the ongoing recovery to bull market and also estimate potential price range in mid-term. Read more 👇
Bitcoin Note 8: “How Far Can Breakout Carry?” Bitcoin has entered Breakout as selling pressure eases, and how far it carries now depends on demand working through the $84.0K–$98.0K supply band. Link👇
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Sean Sharif retweeted
Bitcoin Note 8: “How Far Can Breakout Carry?” Bitcoin has entered Breakout as selling pressure eases, and how far it carries now depends on demand working through the $84.0K–$98.0K supply band. Link👇
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Sean Sharif retweeted
Diesel is $224 a barrel. The 2005-21 relationship puts Brent near $186, and it lands there whether you fit physical Brent or the front-month. Physical: $130.80, 29% under. Front-month: $108.75, 42% under. Crude is the cheap leg of the barrel on either basis
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Price rallies that happen too quickly to allow enough on-chain accumulation often struggle to absorb the selling pressure from recent holders. The recent drop below the True Market Mean, a key boundary between bull and bear markets, may be a result of exactly this pattern.
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Bitcoin has moved into Repair. Now demand has to keep it there. The latest ETF/CME reading offers an encouraging sign. Inflows stayed positive as futures open interest fell, pointing to Directional Buying rather than new carry positions. Full report: qfilabs.substack.com/p/can-r…
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US spot ETFs absorbed 49,570 BTC over the past month. That sounds strong, and by itself it is. But Bitcoin also rose 25.7%. Compared with other months this hot, the current ETF bid ranks in the bottom 10%. The funds are buying, just not as much as this rally would normally attract.
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