A Classic Bitcoin Market Update

We're long overdue a complete market update, and today we perform a broad overview of pricing models, mean reversion probabilities, and what spot, onchain, ETFs, and derivatives datasets are saying.

G’day Folks,

We’re well overdue for a comprehensive market update, where I analyse all the Bitcoin market sectors, and piece together a cohesive story, as I see it.

In this update, I will cover:

• The geopolitical backdrop given recent de-escalation attempts.

• Pricing models and mean reversion probabilities.

• Status of bottom formation signals across onchain metrics.

• Investor behaviour patterns in ETF and spot markets.

• What leveraged players are doing in futures and options markets.

Let’s get stuck into the data!