Bitcoin
$BTCCatch-Up
Bitcoin is framed as having put in a durable low, with near-term follow-through dependent on holding around the June-low anchored VWAP despite overhead resistance at key VWAPs and the 200-day average. Longer term, Gromen sees more explicit yield curve control as supportive, though protocol and custody risks—and bitcoin’s continuing link to technology—remain important caveats.
Brian Shannon Brian Shannon 
Michael Howell 
Luke Gromen 
Darius Dale A daily catch-up of talking heads, in fifteen minutes.
Analyst Views on Bitcoin
Bitcoin has made a durable low since the first week of July, representing a long-standing position rather than a fresh call.
Bitcoin eventually benefits from more explicit yield curve control, though unresolved protocol and custody concerns and continued correlation with technology remain obstacles.
Bitcoin has a favorable short-to-medium-term outlook within the risk-on reflation regime as institutional flows continue to support risk-sensitive assets.
Bitcoin is an outlier pricing an unsupported liquidity peak, while still-rising global liquidity should ultimately support a recovery in the asset.
Bitcoin faces downside pressure as further sales may be needed to support $STRC at $100, a long-standing position rather than a fresh call.
Crypto remains under pressure as global and Federal Reserve liquidity fade, while gold benefits from China-driven liquidity expansion and outperforms monetary hedges.
Wordcloud
Direction By Day
| 01 AUG | 02 AUG | 03 AUG | 04 AUG | 05 AUG | 06 AUG | 07 AUG | 08 AUG | 09 AUG | 10 AUG | 11 AUG | 12 AUG | 13 AUG | 14 AUG | |
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| Brian Shannon | · | · | · | · | · | · | · | · | · | · | · | · | · | ▲ |
| Darius Dale | · | · | · | · | · | · | · | · | · | ▲ | ▲ | ▲ | ▲ | ▲ |
| Luke Gromen | · | · | · | · | · | · | · | · | · | · | · | · | ▲ | ▲ |
| Michael Howell | · | · | · | · | · | · | · | · | · | · | · | ▼ | ▼ | ▼ |
Sentiment Heatmap
| 01 AUG | 02 AUG | 03 AUG | 04 AUG | 05 AUG | 06 AUG | 07 AUG | 08 AUG | 09 AUG | 10 AUG | 11 AUG | 12 AUG | 13 AUG | 14 AUG | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Brian Shannon | · | · | · | · | · | · | · | · | · | · | · | · | · | ▲ |
| Darius Dale | · | · | · | · | · | · | · | · | · | ▲ | ▲ | ▲ | ▲ | ▲ |
| Luke Gromen | · | · | · | · | · | · | · | · | · | · | · | · | ▲ | ▲ |
| Michael Howell | · | · | · | · | · | · | · | · | · | · | · | ▼ | ▼ | ▼ |