According to @Andre_Dragosch, Bitcoin BTC is currently pricing in a recessionary environment, highlighting a macro risk regime framing for BTC. Source: @Andre_Dragosch on X. According to @Andre_Dragosch, the post explicitly references a macro update by The Kobeissi Letter on X as contextual support for the recession signal. Source: @Andre_Dragosch on X. According to @Andre_Dragosch, traders should frame near term BTC risk assessment around recession linked macro headlines and risk appetite shifts implied by this characterization. Source: @Andre_Dragosch on X.

According to @Andre_Dragosch, the retweet only contains an emoji and a link without any prices, metrics, or fundamentals, so no tradeable crypto market signal can be derived from the provided content. Source: X post by @Andre_Dragosch on Nov 29, 2025. Traders should wait for the underlying post or primary data to be available and verified before entering positions to avoid headline-driven whipsaws. Source: X post by @Andre_Dragosch on Nov 29, 2025.

According to @Andre_Dragosch, he announced a Black Friday release of Exponential Gold – An Institutional Investor’s Guide for Bitcoin and Cryptoassets with an Amazon access link via exponential-gold.com, source: @Andre_Dragosch on X and exponential-gold.com. The post states the guide targets institutional investors focused on Bitcoin (BTC) and cryptoassets and provides a direct purchase pathway, with no market data, performance metrics, or allocation details disclosed, source: @Andre_Dragosch on X. For trading relevance, the update confirms availability and sales channel information only, indicating resource access for institutional strategy research without adding immediate price signals, source: @Andre_Dragosch on X and exponential-gold.com.

According to @Andre_Dragosch, TSLA uniquely bundles autonomous driving, robotics, AI, and bitcoin (BTC) exposure within a single stock, offering a consolidated multi-theme vehicle for traders (source: @Andre_Dragosch on X, Nov 28, 2025). According to @Andre_Dragosch, this positioning can make TSLA function as an equity proxy for BTC-linked narratives while simultaneously tracking AI and autonomy catalysts, a relevant angle for cross-asset crypto strategies (source: @Andre_Dragosch on X, Nov 28, 2025).

According to @Andre_Dragosch, larger pockets of potential BTC short liquidations are concentrated at the 97k-99k zone on Hyperliquid, highlighting a key short-squeeze trigger area for traders; source: @Andre_Dragosch on X citing Hyperliquid liquidation levels (Nov 28, 2025). He states that if price reaches this zone, BTC could quickly jump toward 100k as shorts are forced to cover; source: @Andre_Dragosch on X (Nov 28, 2025). The shared chart maps BTC long and short liquidation levels on Hyperliquid, underscoring the 97k-99k band as a liquidity pocket; source: @Andre_Dragosch on X citing Hyperliquid (Nov 28, 2025).

According to @Andre_Dragosch, a final webinar of the year next week will break down the full macro model, Bitcoin’s growth-pricing signal, and the setup heading into 2026 with participation from @Matt_Hougan and @BradleyDukeBTC (source: @Andre_Dragosch on X, Nov 28, 2025). Registration is available at bitwise.clickmeeting.com/bitcoin-macro-investor/register for those seeking trading-relevant insights into BTC’s macro drivers and positioning into 2026 (source: @Andre_Dragosch on X, Nov 28, 2025; source: bitwise.clickmeeting.com/bitcoin-macro-investor/register).

According to @Andre_Dragosch, a composite of leading macro surveys he computed indicates Bitcoin (BTC) is currently pricing in the most bearish global growth outlook since 2022 and 2020, effectively a recessionary growth environment (source: @Andre_Dragosch). According to @Andre_Dragosch, this means a large share of bad macro news is already in the price, creating an asymmetric risk-reward setup if growth expectations recover (source: @Andre_Dragosch). According to @Andre_Dragosch, preceding monetary stimulus points to accelerating global growth into 2026, implying potential upside if survey-based expectations inflect higher (source: @Andre_Dragosch). According to @Andre_Dragosch, the last comparable setup was March 2020 when BTC quickly rebounded and later rose roughly 6x by year-end 2020, underscoring the beta sensitivity to macro sentiment shifts (source: @Andre_Dragosch). According to @Andre_Dragosch, traders should track leading growth surveys and liquidity gauges to time entries around any sentiment reversal reflected by his model (source: @Andre_Dragosch).

According to @Andre_Dragosch, despite the sell-off, he highlighted a “Signpost” by sharing a BTCtreasuries post, directing attention to Bitcoin treasury holdings data as a market signal for BTC price action. Source: X post by @Andre_Dragosch on Nov 28, 2025 (twitter.com/Andre_Dragosch/status/1994374939563184384); Source: linked BTCtreasuries post (x.com/BTCtreasuries/status/1994332500072534311). His post did not include additional metrics or levels beyond the word “Signpost” and the BTCtreasuries link, indicating the referenced data itself is the focal signal to monitor. Source: X post by @Andre_Dragosch on Nov 28, 2025 (twitter.com/Andre_Dragosch/status/1994374939563184384).

According to @Andre_Dragosch, the latest Bitcoin (BTC) price dip is welcome, as he stated "I am thankful for this #Bitcoin price dip" (source: X post by @Andre_Dragosch on Nov 27, 2025). According to @Andre_Dragosch, no price levels, targets, or timelines accompanied the comment, indicating a sentiment update rather than a specific trade call (source: X post by @Andre_Dragosch on Nov 27, 2025).

According to @Andre_Dragosch, Bitcoin (BTC) remains a canary in the macro coal mine but a lot of bad news already appears to be priced in, signaling that recent negative macro headlines may have diminished incremental downside impact on BTC, source: @Andre_Dragosch on X, Nov 26, 2025. According to @Andre_Dragosch, this positioning view frames BTC as a leading indicator for risk sentiment while suggesting recent macro stress has been discounted by the market, which is directly relevant for traders assessing near-term BTC price resilience, source: @Andre_Dragosch on X, Nov 26, 2025.

According to André Dragosch, most valuation frameworks—including liquidity-adjusted, gold-relative, and structural models—indicate Bitcoin (BTC) is trading below its macro fair value as we enter 2026, signaling a mispriced market rather than a misunderstood one, Source: André Dragosch on X, Nov 25, 2025. According to André Dragosch, the next edition of The Bitcoin Macro Investor will dissect the current state of the liquidity cycle, how institutional positioning is evolving, and the key on-chain and macro signals Bitcoin is emitting, Source: André Dragosch on X, Nov 25, 2025. According to André Dragosch, the session is a 60-minute live format with Q&A and is labeled not investment advice for professional investors with capital at risk, Source: André Dragosch on X, Nov 25, 2025.

According to @Andre_Dragosch on X on Nov 25, 2025, global crypto hedge funds significantly reduced BTC exposure up to around August 2025 and have been gradually increasing exposure since then. According to @Andre_Dragosch on X on Nov 25, 2025, he characterizes this sequence as a distribution phase followed by renewed accumulation, describing it as Bitcoin’s “IPO moment.”

According to @Andre_Dragosch, 71% of hedge funds plan to expand crypto exposure, and he notes they are already increasing exposure now, source: X post by @Andre_Dragosch on Nov 25, 2025. This points to rising institutional participation around Bitcoin BTC, source: X post by @Andre_Dragosch on Nov 25, 2025.

According to @Andre_Dragosch, the market always finds its narrative; in his X post on Nov 25, 2025 he posed this question and linked to x.com/_Adrian/status/1991951871033139474, drawing attention to narrative-driven interpretations that often accompany price moves and sentiment shifts that traders monitor for setup validation and risk framing (source: X/@Andre_Dragosch, Nov 25, 2025).

According to @Andre_Dragosch, Bitcoin (BTC) just posted the second-highest short-term holder capitulation on record. Source: @Andre_Dragosch on X, Nov 24, 2025. The author states that only the Yen carry trade unwind in August 2024 was larger. Source: @Andre_Dragosch on X, Nov 24, 2025. He adds that the current setup looks like a market bottom for BTC, highlighting the extreme capitulation backdrop. Source: @Andre_Dragosch on X, Nov 24, 2025.

According to @Andre_Dragosch, JPMorgan’s market cap is about $811 billion while MicroStrategy (MSTR) is around $50 billion, framing a relative-value setup for BTC-linked equity exposure. Source: @Andre_Dragosch (X, Nov 24, 2025). He states that if BTC rises 10x from current levels and MSTR trades at 2x modified NAV, MSTR’s valuation could approximate JPM’s over a 5–10 year horizon. Source: @Andre_Dragosch (X, Nov 24, 2025). He adds that this outcome is quite likely within the next 5–10 years in his view. Source: @Andre_Dragosch (X, Nov 24, 2025).

According to @Andre_Dragosch, MSTR will most likely become the next JPMorgan, meaning the biggest financial institution by market capitalization, as stated in his X post on Nov 24, 2025 (source: André Dragosch on X, Nov 24, 2025). This public call communicates a strong bullish view on MSTR that traders can register as a sentiment signal for equity positioning and watchlist priority (source: André Dragosch on X, Nov 24, 2025).

According to @Andre_Dragosch, the Cryptoasset Sentiment Index has flashed a contrarian buying signal, with the intraday reading as bearish as during the October 10 liquidation event, source: @Andre_Dragosch on X, Nov 24, 2025. Bearishness is most pronounced in BTC options markets and short-term holder loss metrics, source: @Andre_Dragosch on X, Nov 24, 2025.

According to André Dragosch (X post, Nov 23, 2025), U.S. retail ownership of bitcoin and crypto was already around 50 million in 2024 based on multiple surveys, and this estimate did not include new spot BTC ETF account holders. source: André Dragosch on X. He also highlights growing indirect BTC exposure via corporate treasuries and expanding merchant rails, citing examples such as Steak 'n Shake acceptance and Square/Cash App enablement. source: André Dragosch on X. For trading context, Block reported 57 million monthly active Cash App users in September 2024, expanding a key on-ramp for BTC purchases within the app. source: Block Q3 2024 Shareholder Letter. Additionally, U.S. spot bitcoin ETFs launched in January 2024 established regulated access channels with observable daily creations/redemptions reported by issuers such as BlackRock and Fidelity. source: U.S. SEC approval of spot bitcoin ETFs in Jan 2024; issuer flow disclosures. Actionable takeaway for traders: track U.S. spot BTC ETF net flows, Cash App bitcoin revenue metrics, and corporate treasury disclosures as leading indicators of retail and institutional demand breadth that can affect BTC price momentum and market liquidity. source: Block Shareholder Letters; public company treasury filings; issuer flow dashboards.

According to @Andre_Dragosch, markets systematically exploit investors with short time horizons, low conviction, and low skill, calling for disciplined, research-driven, longer holding periods in crypto trading to avoid being whipsawed by volatility (source: X/@Andre_Dragosch, Nov 23, 2025, https://x.com/Andre_Dragosch/status/1992486233122251242). He explicitly recommends DYOR, buying the dip, and HODL as core behaviors for market participants navigating crypto cycles (source: X/@Andre_Dragosch, Nov 23, 2025, https://x.com/Andre_Dragosch/status/1992486233122251242).