Studying Sentiment w/ Michael Sullivan (Rough Consensus #14)
Today's podcast is with Michael Sullivan, who has been deep in the weeds of analysing the ebb and flow of market sentiment we see across social media, and the signal he sees at this stage of the bear.
G’day Folks,
After publishing Peak Apathy yesterday, we just had to get Michael Sullivan onto the podcast to discuss the absolutely dire state we see across Bitcoin sentiment metrics right now.
Bitcoiners are currently frustrated, annoyed, and disappointed with Mr Market, and Michael has done a tremendous amount of work to visualise just how bad it is.
For the HODLers out there, bad and boring sentiment is not what you tend to see at bull market tops…
The topics Michael and I cover in this conversation:
Michael’s process of filtering social media sentiment data.
The design of cohorts and visualisations of the data.
How investor sentiment comes through in their language.
Differences between retail sentiment, and that of large Bitcoin personas like Michael Saylor.
The way thematic narratives permeate the discourse over time.
Why Chess is a great analogy to understand Bitcoin.
Michael’s journey writing his book Blood of the Bourgeoisie
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