📉 Are Hedge Funds Unwinding the BTC Carry Trade? 🔄

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  • Опубликовано: 2 ноя 2024

Комментарии • 137

  • @ethanschnier7400
    @ethanschnier7400 4 месяца назад +90

    Was listening to this as I was doing some work and was STUNNED to hear my name. HAHA, James you're a legend

  • @chewiewins
    @chewiewins 4 месяца назад +32

    Thanks James.
    My only 'stress' is lack of funds to buy more Bitcoin at this price

    • @everythingcrypto8206
      @everythingcrypto8206 4 месяца назад

      Ahhh u scaredy-cat use margin! Just a little not financial advice

    • @everythingcrypto8206
      @everythingcrypto8206 4 месяца назад

      My ball are drawing on the ground.but not my first cycle

  • @michaelberico7141
    @michaelberico7141 4 месяца назад +4

    James, you're still my favorite analyst on the net! You always make sense as to what's happening with BTC! Thank you!! Gradually, then slowly!!

  • @KYFHOme
    @KYFHOme 4 месяца назад +16

    It seems like we are always looking for narratives to explain price action (or lack thereof). I'm guilty of this too and I'm trying to quit. But what else is there to do? Maybe the HODLers are right, just stack and relax. But even they must take profits to live well, which is the whole point....

    • @Hitngan
      @Hitngan 4 месяца назад +5

      Hodlers in the UK are taxed on profit if they sell btc at the 40 to 50% rate, so it's not worth taking profits.

    • @msbeecee1
      @msbeecee1 4 месяца назад +2

      Hoslwrs dotn base their lifestyle on BTC ....they live off earned income and hold BTC for retirement

  • @darrellwilliams1510
    @darrellwilliams1510 4 месяца назад +25

    James, Thanks for your consistency - through the peaks & valleys always plugging away!!

  • @danielbarrett9619
    @danielbarrett9619 4 месяца назад +13

    ‘Hedge-FUD’, another perfect Freudian slip 😂

  • @1HundredP
    @1HundredP 4 месяца назад

    Much appreciated James and IA community!

  • @djDAVIEpark7878
    @djDAVIEpark7878 4 месяца назад +2

    Appreciate you, your data, your energy & your commitment James 😌🤝🏼

  • @NathanSmith-ng7xf
    @NathanSmith-ng7xf 4 месяца назад +12

    Wall Street+ETF’s= manipulation. BTC decentralised? 🤷🏼‍♂️ or am I way off?

    • @JamoonXerxesSauber
      @JamoonXerxesSauber 4 месяца назад

      Exactly!! Hopefully KAS doesn't go that way one day. The fact the team behind it actively aimed to design a trilemma solver hopefully means it won't. It's why I took some BTC last year and put it in KAS. As a sort of hedge. KAS already shown some independence.

  • @rhaled99
    @rhaled99 4 месяца назад +2

    Thanks to the fam (love and respect!)

  • @wailenglow7790
    @wailenglow7790 4 месяца назад +1

    Thank you James and team. Always appreciated

  • @Ambassador_Gkar
    @Ambassador_Gkar 4 месяца назад

    "Just a guy on the internet," with 30+ years of trading experience; in one form, or another.
    You're my kind of internet guy, James.

  • @MJLGEE
    @MJLGEE 4 месяца назад +1

    Thank you, James. Love listening to you!

  • @konstantinoszir8223
    @konstantinoszir8223 4 месяца назад +3

    Many greetings from Greece ❤

  • @Luke-xt8dg
    @Luke-xt8dg 4 месяца назад +1

    Thank you very much James!!👍🏻👍🏻

  • @rhondathompson5960
    @rhondathompson5960 4 месяца назад

    Thanks James, I don’t feel as anxious now after watching all your charts and data

  • @user-dixk2rx5gz8f
    @user-dixk2rx5gz8f 4 месяца назад +3

    Thank you, James! Interesting!

  • @Judge247
    @Judge247 4 месяца назад

    Thx for more great content and analysis, James. Why wouldn’t the current price action be regarded as simply a (bullish) consolidation pattern? As you said, there’s an onslaught of outflows by short term players, yet BTC is still holding relatively steady at 65k.

  • @TotalRageAtl
    @TotalRageAtl 4 месяца назад +21

    Won't find knowledge of data anywhere else

  • @philipbotes
    @philipbotes 4 месяца назад +1

    Hi James, this is a bit of an unrelated question. I hear a lot of talk that into the future the main constraint for thr AI play is energy and we see this already playing out with the HPC play in the miners, but are you aware of or looking into any energy companies that might benefit from this as well?

  • @nickmancini11
    @nickmancini11 4 месяца назад

    If the hedge funds are buying and shorting, how would the “lid” be lifted if they stop? Seems like it would be no change but less flows, no?

  • @SteevWho
    @SteevWho 4 месяца назад +4

    We could, but as long as Bitcoin chops around, and Tourists have left the building, there is not enough liquidity around to hold up alts. On top of that Bitcoins dominance is going up, so alts are going to keep bleeding out. I would assume most people that watch your channel are in alts, not Bitcoin. So expect Max Pain, in alts.

    • @therealpg777
      @therealpg777 4 месяца назад

      actually btc dominance has dropped over 1% and nearly fallen out the falling wedge in thelast 24 hours....

    • @Thelifeofswans
      @Thelifeofswans 4 месяца назад +3

      My view is alot of BTC holders moved profits to Alts way too early and should have kept with BTC until at least September. When BTC dips they are basically losing more profits than if they had stuck with BTC. When Alts bottom around Oct I'll buy some then.

    • @therealpg777
      @therealpg777 4 месяца назад

      @@Thelifeofswans good luck waitin.til oct.... and getting a better price than yesterday

  • @vv247
    @vv247 4 месяца назад

    Great stuff. The DXY moves with demand for $$ so for example when rates rise demand for $'s rises to buy higher yielding treasuries in USD. When the FED turns dovish and rates drop the DXY goes down due to less demand for $$ to buy lower yielding treasuries. One could guess if there's less demand for $$, those dollars are going somewhere else, stocks, BTC etc driving up Bitcoin and you get a neg correlation. Just my guess !!??

  • @KerstinMcKitrick
    @KerstinMcKitrick 4 месяца назад +4

    “What do I know” 😂😂😂. Good one. 😎

  • @pack44
    @pack44 4 месяца назад

    Sir, you mentioned Options one day, specifically $20 Call options for Mara in June. I ask- how is that going for you, sir?

  • @suuuunfranz
    @suuuunfranz 4 месяца назад

    Hi James, I'm sure the shorts we saw were in preparation for the ETH ETF. People are selling BTC and other alts to get ready for that. ETH has rebounded well, too.

  • @nathanielschroeder1321
    @nathanielschroeder1321 4 месяца назад

    Serious question: What has to happen for this to not be considered a Bull Market anymore?

  • @Gitman333
    @Gitman333 4 месяца назад +6

    They Didn't understand the asset going in. They don't understand going out. And they won't understand when they are left behind.

  • @alejandrovillanueva5386
    @alejandrovillanueva5386 4 месяца назад

    Fantastic content James! Markets have become my most beloved drug since I watch your channel. Thank You so much always James

  • @Gafizal1
    @Gafizal1 4 месяца назад

    Hey, I subcribe and watch a lot, thank you! Question: You've mentioned that besides crypto you use options. I wonder about the idea of options on BITX this is a leveraged front of the month futures ETF for bTC which currently also pays 25% annual dividend (monthly) ... Seems to me I can get 4-6 X the movement of BTC using options on this asset... thoughts? Maybe a good way for new folks to get capital increase with which to buy BTC, since in upswing it will outperform BTC by definition and then adding the options benefit to make money go further it's even better than just buying shares... thoughts? thanks!

  • @tonyholroyd1942
    @tonyholroyd1942 4 месяца назад

    I like your theory James. Thanks

  • @amraverageproduction5379
    @amraverageproduction5379 4 месяца назад +1

    I thought the etf’s weren’t supposed to effect the actual bitcoin? Allegedly…..

  • @Bitcoinstheway
    @Bitcoinstheway 4 месяца назад

    Thanks James 👍☕️

  • @HFLC
    @HFLC 4 месяца назад

    Can you please check your mike? I always have to use an external speakers just to hear you talk and my volume is at a max. However, my speaker suddenly screams on commercials (ads).

    • @pmg2120
      @pmg2120 4 месяца назад

      I’ve never had a problem hearing him.

  • @patrickhohmann9163
    @patrickhohmann9163 4 месяца назад

    just valuable content!

  • @rebelpan9269
    @rebelpan9269 4 месяца назад

    I have been saying this since months ago, upkeep going on about etf and the halving, I keep saying funds look ahead and buy ahead and now demand not as strong they dumb, but you choose to ignore any negatives and not have a balance view. Good luck

  • @thedumbfounder
    @thedumbfounder 4 месяца назад +1

    Why does Arthur Hayes think APTOS is the SOL killer?

  • @jamesstever8335
    @jamesstever8335 4 месяца назад +4

    Welcome to Wall Street!

  • @southbayproducts5371
    @southbayproducts5371 4 месяца назад +2

    Hi James good day God Bless

  • @BatmanBoss
    @BatmanBoss 4 месяца назад +4

    Thanks buddy

  • @soltrain9332
    @soltrain9332 4 месяца назад

    Thanks James

  • @intelligentcomputing
    @intelligentcomputing 4 месяца назад

    Thanks James. ;)

  • @jonschlottig9584
    @jonschlottig9584 4 месяца назад

    Great as always!

  • @salemsludge
    @salemsludge 4 месяца назад +4

    James!!!!!!!! Rocks !!!!!

  • @jarrodmcgehee4829
    @jarrodmcgehee4829 4 месяца назад +2

    Thanks!

  • @sartorialhobo1250
    @sartorialhobo1250 4 месяца назад

    Apologies, please don’t take this the wrong way, as I do very much respect your work, and am one of your Patrion supporters, but I cannot figure out why you keep referring $64-$63,000 as I’m sure technical analysts would agree that at best the floor, is between $63,000 and $62,000, and at worst could be as low as $45,000. By the look of the double top, created over the last few weeks, and the loss of support at $64,000, it is looking increasingly likely that we are in for a pullback. If $60,000 is lost, there is some support at $52,000, which could provide a spring.

    • @sartorialhobo1250
      @sartorialhobo1250 3 месяца назад

      Bounced off $52,500. Still room to go lower.

  • @terryburke9868
    @terryburke9868 4 месяца назад +2

    The goal post move all the time

  • @jarrodmcgehee4829
    @jarrodmcgehee4829 4 месяца назад

    Thank you for the content

  • @AlexOdalisca
    @AlexOdalisca 4 месяца назад

    Thanks James!

  • @armandopiedra4913
    @armandopiedra4913 4 месяца назад

    I learn so much here ,

  • @dripta
    @dripta 4 месяца назад

    have you accumulated any SMLR?

  • @ShadowBoxer5669
    @ShadowBoxer5669 4 месяца назад

    ty for the kpm, guy on the internet

  • @brucemasson
    @brucemasson 4 месяца назад +1

    Everyone selling BTC for TSLA. They watch your videos.

  • @bfisher1882
    @bfisher1882 4 месяца назад

    Zooming out .... looks like Bitcoin multi-cycle priceline trajectory will either roll over ... or find support & go into hyper price mode.... just saying 🤑

  • @BrianHi-sf8hb
    @BrianHi-sf8hb 4 месяца назад +1

    The money and Bitcoin simply moving from Greyscale to Fidelity, etc. along with option manipulation make all ETF modeling useless.
    But still a canary in the coal mine and the hedge funds now see the canary gasping for breath.
    Bitcoin usually is not affected by halvings for at least 7 months. Its nonsense its 60 days or 90 days after a halving so please do not listen to that.
    Accumulate for next 6 months as it drops and jumps around and you will be rewarded in 2025

  • @benhartart9487
    @benhartart9487 4 месяца назад

    “ We don’t need no FIAT” bo bo ba bo bo
    “We don’t need no Politicians “ ba ba bo bo

  • @swedeinla
    @swedeinla 4 месяца назад +1

    Every RUclipsr was praising blackrock as the new messiah. Have none of you heard of Blackrock and the kind of business dealing they have been involved in for years? If BTC needs etf’s to survive, then it has already failed.

  • @cheriehuntress7551
    @cheriehuntress7551 4 месяца назад +2

    BANKING NEWS: US Bank no longer allows transfers from checking or savings to Coinbase or any other crypto platform. They don’t allow wires either.

    • @Huntress101
      @Huntress101 4 месяца назад +1

      I didn’t know if I should hit the like on this comment or not! Time to move banks!

  • @bitcoinpoemspro1406
    @bitcoinpoemspro1406 4 месяца назад

    Thx James

  • @bigntasty1026
    @bigntasty1026 4 месяца назад

    Keep up the good work.......

  • @AlphaHarbinger
    @AlphaHarbinger 4 месяца назад

    You think this is all due to manipulation, but have you seen the COPPER and USDJPY chart? This is why smart money is taking profits.

  • @brianhope4236
    @brianhope4236 4 месяца назад +1

    Well, hedge funds always were good at gambling with other people’s money!

  • @p38cobra
    @p38cobra 4 месяца назад

    $60 Thousand is support but I’m holding to 50

  • @chrisguthrie9493
    @chrisguthrie9493 4 месяца назад

    Just incredible

  • @jaredbaker5887
    @jaredbaker5887 4 месяца назад +2

    I listened to both 12 second adds.... for you.

  • @WilyLEETIII
    @WilyLEETIII 4 месяца назад

    Outstanding presentation------ °°°°° cogent & succinct, fantisimo! THANKS for all your hard work dedicated to helping blind plebs like me!

  • @nathanielschroeder1321
    @nathanielschroeder1321 4 месяца назад

    ETF. Halving. Eth officially a Comodity. Hedge Funds invest big.
    Prices in steady decline.

  • @BryceHood-t3f
    @BryceHood-t3f 4 месяца назад

    Love you James. HODL!!

  • @RDebski
    @RDebski 4 месяца назад +1

    Looks like beginning to make bearish things seem to look like their bullish..

  • @QuadTap
    @QuadTap 4 месяца назад

    Hash ribbon doing dot things sir

  • @keepersofandromeda7512
    @keepersofandromeda7512 4 месяца назад

    I believe Operational Shorting & Delta-Gamma Hedging is happening on a massive scale with regards to BTC, ETH, and SOL.
    The range-bound movement, interval-based LL/LS wipeouts, and current price compression levels on BTC are the #1 indicator of external manipulation, which requires a deeper look into how this is happening and where it is rooted.

  • @p38cobra
    @p38cobra 4 месяца назад

    I’m an avid follower of James IA but I also follow Bob Loukas who presents with acumen and steady confident context analysis and have to say the combination of these 2 is superb

  • @p38cobra
    @p38cobra 4 месяца назад +1

    How much unwinding? We’re over +140% for a year! Let things cool off some and ready for the run this fall

    • @BrianHi-sf8hb
      @BrianHi-sf8hb 4 месяца назад

      Most of the "increase" is probably 120% of money and Bitcoin dumping from Grayscale and moved to Fidelity.
      So it's not 140% increase since 120% is Bitcoin being moved from one place to another. In short, it's like moving $200 from Wells Fargo to Bank of America. You've still got the same amount u started with.

  • @nealobrien9066
    @nealobrien9066 4 месяца назад

    When will Michael S make his 700M purchase ? Surely that will have a positive impact

    • @superfurryjelly
      @superfurryjelly 4 месяца назад

      You won't see him I'm the market....big fishes like him don't want the price to move while they accumulate, he talks about it openly....they have bots buying and buying v small amounts for days at a time

  • @Ambassador_Gkar
    @Ambassador_Gkar 4 месяца назад

    Whistling Dixie (DXY) = 🚀BTC

  • @robbensalyers3318
    @robbensalyers3318 4 месяца назад

    In my opinion, a lot of these ETF holders will be heading back into the miners. The miners are starting to break out. Bitfarm is in play for a takeover.

  • @leighcouper4594
    @leighcouper4594 4 месяца назад

    hi James. I reckon their scared of Michael Saylor buying more BTC. $800 million.

  • @everythingcrypto8206
    @everythingcrypto8206 4 месяца назад

    Fun fact kids mike dell started Dell with 1000.00

  • @rudycampbell1032
    @rudycampbell1032 4 месяца назад

    To the blood moon. Bitcoin reaches all time low on stochastic chart. This phenomena happened only four times before in history. Each led to 75% crash. Perhaps, something followers would like to know more about.

  • @gw6056
    @gw6056 4 месяца назад

    Perhaps, perhaps, perhaps

  • @d.r.s.6557
    @d.r.s.6557 4 месяца назад

    Told you, etfs are paperhands

  • @brandoncrittendon-ek5mz
    @brandoncrittendon-ek5mz 4 месяца назад

    $FALX what cereal do you eat?

  • @Gitt945
    @Gitt945 4 месяца назад

    Liked❤.

  • @sphinx1017
    @sphinx1017 4 месяца назад +1

    I'm loosing my bitcoin excitement

    • @jase7322
      @jase7322 4 месяца назад

      Good we need people like you

  • @_dan_here_
    @_dan_here_ 4 месяца назад

    ETH ETF

  • @noegs577
    @noegs577 4 месяца назад

    When a mega whale wants to smash buy 700M of BTC, no surprise it conveniently goes on sale lol

  • @gloriamariadc7757
    @gloriamariadc7757 4 месяца назад

    🙌🏻🙌🏻🙏🏻🙏🏻🙏🏻✨🙌🏻🙌🏻

  • @Digitaldgen-yi3qk
    @Digitaldgen-yi3qk 4 месяца назад +2

    James has so much egg on his face its unreal

    • @everythingcrypto8206
      @everythingcrypto8206 4 месяца назад

      Need bread anyone

    • @Digitaldgen-yi3qk
      @Digitaldgen-yi3qk 4 месяца назад

      @@everythingcrypto8206 lol

    • @Digitaldgen-yi3qk
      @Digitaldgen-yi3qk 4 месяца назад

      @@everythingcrypto8206 i really like his content he just needs to keep a lid on it when market pumps and try sort of stay consistent emotionally, instead of shouting for a 10k god candle after btc moves a couple of hundred dollars on stream.

  • @Jade10Wolf
    @Jade10Wolf 4 месяца назад

    Let's not forget that MSTR will be buying 700M, so that would explain why hedge funds are pulling back on their shorts AND it is just shy of the ETF dumpage.

  • @sirjeffrey222
    @sirjeffrey222 4 месяца назад

    Wen lambo

  • @fastfuria8631
    @fastfuria8631 4 месяца назад

    Like if you think the top is in☝🏼

  • @unknownuser1215
    @unknownuser1215 4 месяца назад

    I think btc back to mid 50s

  • @starrycoyote
    @starrycoyote 4 месяца назад

    :):):)

  • @DIY_Capital
    @DIY_Capital 4 месяца назад

    Thanks James

  • @amraverageproduction5379
    @amraverageproduction5379 4 месяца назад

    I thought the etf’s weren’t supposed to effect the actual bitcoin? Allegedly…..

  • @Garce227
    @Garce227 4 месяца назад

    Thanks James