zec is up 13% in 24h on hyperliquid.
at midnight utc before the move, skilled wallets in my pool were 83% long. everyone else 32%.
they'd been over 70% long every day since oct 9, while zec slid from 1,278 to 1,128.
being early looks a lot like being wrong.
i went quiet in january.
nine months of building in stealth
since then: one trading bot, one hyperliquid tracker and a lot of ai agents. here's what i learnt
what it shows.
where skilled wallets are positioned vs everyone else, per coin, and what changed.
what it doesn't do tell you what to buy. no calls.
Bitcoin onchain metrics worked differently in 2017 than 2024.
MVRV hit 3.5 at the 2018 top. It barely crossed 2.8 in 2024.
Static thresholds miss cycle tops.
I rebuilt OnchainEdge from scratch.
I didn't rebuild this to fit the backtest. I rebuilt it to fix the flaws. The thresholds were broken. The sell logic was buggy. Flat dollar deployment didn't scale with portfolio.
v2 adapts. Percentage-based deployment scales.
He created the most powerful financial system of the 21st century.
Then vanished without spending a single cent.
Now, $113 billion worth of Bitcoin is just... sitting.
Here’s the story of the ghost wallet that could crash the entire market:
🧵
So who is Satoshi?
Maybe Hal Finney.
Maybe someone we’ve never heard of.
Maybe it doesn’t matter.
What matters is the idea:
A system so strong, its creator had to disappear.
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