FuManChou 

I have no positions in Crypto as of today but thanks for putting this together for us.

your feed back is much appreciated!

Latest quantamental ST forecast using Deribit Option Flows, production rate, difficulty, hashrate, relative values to SPX, Oil, Gas, T. US Bank credit growth, and implied hedge fund exposures:

Still weakly bullish from the model:


Fun side note: I noticed that the Rasmussen Biden approval index has been inversely leading BTC prices, especially in the past 6 months where his approval had been plummeting:

I have a small position in BTC, bought it at 3500 USD per coin, so given it hovers around the 60k USD mark and is predicted to increase even further, I kinda regret not having more But now it seems like it's too expensive to buy any more coins.

updated average marginal production cost at $35.7K~


Estimated current + future fair value (Price magnets)