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Preston Pysh

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Preston Pysh @PrestonPysh · Sep 30, 2021
  • From Twitter

If you’re not following the talented @DylanLeClair_ , what are you even doing right now. Awesome post!

Tweet Sep 30, 2021
THREAD - Using Long-Term & Short-Term Holder cost basis to navigate the #Bitcoin market cycle. Using the realized price (essentially the average cost basis) of long-term holders (LTHs) and short-term holders (STHs), we can evaluate what cycle t
by Dylan LeClair
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Preston Pysh @PrestonPysh · Sep 17, 2021
  • From Twitter

Amazing thread!

Tweet Sep 17, 2021
Evergrande: why most analysis is dead in water and how best to understand and navigate what’s happening? Both denialists and alarmists are getting it wrong. Let’s start by understanding this: what is happening is the result of a CCP-initiated policy
by Girolamo Pandolfi da Casio ditto Carlo Dossi Erba
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Preston Pysh @PrestonPysh · Sep 8, 2021
  • From Twitter

An awesome thread covering the first day with Bitcoin as legal tender in El Salvador.

Tweet Sep 7, 2021
I’m in San Salvador on #bitcoin day. Starting this thread to keep you posted. My feeling as of this moment: we are witnessing history. https://t.co/u9S9r7S0zX
by Bart Mol
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Preston Pysh @PrestonPysh · Nov 18, 2021
  • From Twitter

Perfectly described and a must read for those thinking we are dealing with transitory inflation.

Tweet Nov 18, 2021
Former Fed Vice Chair Stan Fischer (et al) in Aug-2019 on whether or not Fed-financed, fiscal stimulus-driven inflation will be transitory in the US: https://t.co/A8Dwk608f3
by Luke Gromen
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Preston Pysh @PrestonPysh · Apr 18, 2021
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Great thread by Willy. As usual.

Tweet Apr 18, 2021
#marketupdate, breaking it down, post mortem. We just saw the single largest 1-day drop in mining hash rate since Nov 2017. The hash rate on the network essentially halved, causing mayhem in BTC price as it crashed. https://t.co/zzdgDikjXt
by Willy Woo
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Preston Pysh @PrestonPysh · Jun 20, 2022
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Awesome thread explaining the inner mechanics of ClownFi and all these VC sponsored securities masquerading as dECenTrALizeD protocols. A must read for anyone intrigued by fraud, inept government oversight, and much more.

Tweet Jun 20, 2022
After Celsius and 3AC tanked the market, another concerning event has started to emerge. With nearly a billion dollars of liquidations on the line, the price of one of crypto's largest L1s is at stake. 🧵: What's happening to $SOL and @solendprotoco
by Miles Deutscher
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Preston Pysh @PrestonPysh · Jun 23, 2022
  • From Twitter

A must-read thread. @LukeGromen, exactly as we discussed when the war first kicked off.

Tweet Jun 23, 2022
Putin just gave a speech with massive implications for #Bitcoin and global macro. We won't read a word of it in Western media, so I pulled out the interesting bits 👇
by Stack Hödler
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Preston Pysh @PrestonPysh · Jul 2, 2022
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Outstanding thread by @CaitlinLong_! It seems like @HesterPeirce understands this but her boss Goldman @GaryGensler sure doesn’t, or fails to own-up to the collective net @SEC_Enforcement decisions that actually do the opposite of investor protection.

Tweet Jul 2, 2022
1/ I'VE BEEN THINKING MORE abt the #bitcoin ETF. For yrs, I've said ETFs are a double-edged sword for bitcoin (bc ETF mkt makers are permitted by law to create more claims to the underlying asset than the quantity of the underlying, which distorts th
by Caitlin Long
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Preston Pysh @PrestonPysh · Aug 23, 2022
  • From Twitter

A must read thread from James.

Tweet Aug 23, 2022
If you’ve never heard of a *debt spiral*, it’s time you did, and ask the question, "is the US already in one?" Let’s dig in and answer that. A debt 🧵👇
by James Lavish
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Preston Pysh @PrestonPysh · Aug 19, 2022
  • From Twitter

A must read thread if you have ETH and DON’T have it staked. If you DO have it staked, don’t bother reading, it’s not like you can do anything anyways.

Tweet Aug 19, 2022
#Ethereum’s problems are caused by constantly optimizing for tokenomics over decentralization, security, and resilience. It looks like the Merge and POS will lead to complete regulatory capture by centralized exchanges & staking platforms, and there’
by Samson Mow
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Preston Pysh @PrestonPysh · Aug 25, 2022
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A must read thread.

Tweet Aug 25, 2022
As previously noted, i really read everything that #ZoltanPozsar puts out...His Aug 24th piece was terrific again. In this #thread I summarize the most important takeaways: 🧵
by Ronnie Stoeferle
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Preston Pysh @PrestonPysh · Sep 27, 2022
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A highly recommended thread explaining how and why the EU is already exercising Yield Curve Control.

Tweet Sep 27, 2022
If you've never heard of TARGET2, you will soon. Why? Europe has a rapidly growing capital balance problem. Time for an ECB 🧵👇
by James Lavish
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