Markets Research @shoalresearch | @ucberkeley Economics

Joined June 2023
Not sure if $BTC is at a bottom? WATCH THIS VIDEO!
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BlackRock Warns About Multi-Trillion Dollar Threat To Crypto Ecosystem
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Crypto Hijacked the SpaceX IPO Breaking down the insane on-chain receipts as Hyperliquid's $1.4B synthetic perp battle clashes with Solana’s historic $100M tokenized equity breakout.
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259,000 bitcoin:native Bought in 10 Days -- Every Type of Bitcoin Investor Just Flipped to Buy Mode In our first episode we said watch the $61–62K support level and watch for ETF outflows to break. Both just happened. On-chain data shows 259,298 BTC accumulated in 10 days, the Accumulation Trend Score is maxed out at 1.0, and every single investor cohort flipped from selling to buying simultaneously. Here's what the data is showing right now.
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On-chain data doesn’t lie. Watch a $41M crypto whale get ruthlessly trapped shorting $SPCX after-hours, panic-deploy an institutional algorithm to buy 220,000 shares, and execute a flawless financial judo move to flip long and save their account. On-chain breakdown of the Monday night madness below.
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Wall Street valuation models: $63/share ❌ Underwriter banks: $135/share ❌ Hyperliquid Synthetic Perps: $165/share 🎯 While traditional analysts called pre-IPO crypto perps a casino, the HIP-3 ecosystem just predicted the exact closing price of the biggest IPO in history.
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SpaceX Is Stealing Your Bitcoin Money — And Holding BTC Itself The SpaceX IPO isn't just a historic market event, it's a $75B liquidity siphon pulling capital directly out of crypto. Retail investors are liquidating altcoins, meme coins, and Bitcoin just to subscribe. But here's the irony: the same company holds 18,000 BTC on its balance sheet and is positioning itself as the AI infrastructure hatch before the AI bubble pops. Short term bearish, long term structurally bullish. Here's the full breakdown
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SHOULD WE BE BUYING THIS DIP? Bitcoin is down 47% from its ATH while the S&P hits record highs, same week, opposite directions. AI liquidity is rotating out of crypto for now, but the long thesis is still intact. Here's what the data says and why this might be the most important entry window of the cycle.
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Join BLI Talk Show Tonight!! Via @bli_tools
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Join the BLI Late Night Talk show tonight! Guest speaker @precognita will be joining us tonight Join via @bli_tools
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