According to @ki_young_ju, Poseidon on Story Protocol crowdsources voice and human-generated data for AI agents using token rewards to scale supply at lower cost, addressing copyright and privacy barriers to high-quality datasets; source: @ki_young_ju on X, Nov 26, 2025. Poseidon is described as the only Web3 project tackling AI data sourcing in this way, positioning it uniquely for AI data markets; source: @ki_young_ju on X, Nov 26, 2025. The project reports 34k hours of voice data and 405k contributors worldwide, ranking #1 in the industry by dataset scale; source: @ki_young_ju on X, Nov 26, 2025. The team has partnered with major industry players, including leading musicians and top K-pop executives, and is now pursuing AI data partnerships with the world’s top AI companies; source: @ki_young_ju on X, Nov 26, 2025; referenced post: @storysylee on X.

According to @ki_young_ju, CryptoQuant is marking its seventh anniversary (Source: https://x.com/ki_young_ju/status/1993192084430630915). He stated the company is offering a 7th-anniversary discount on its data services (Source: https://x.com/cryptoquant_com/status/1993123344275980763). He also noted that building a data business was tough, that CryptoQuant became a leading provider, and that they will keep building thanks to their users (Source: https://x.com/ki_young_ju/status/1993192084430630915).

According to Ki Young Ju, Coinbase is migrating its wallets and movements of hundreds of thousands of BTC are causing a temporary outflow spike in CryptoQuant exchange flow data, with datasets to be revised after the migration completes, source: Ki Young Ju on X. The current BTC outflow surge reflects wallet migration activity on Coinbase rather than typical market-driven withdrawals, source: Ki Young Ju on X. CryptoQuant will update the impacted metrics once the wallet migration is finished, which is material for traders who track BTC exchange reserves and netflows, source: Ki Young Ju on X.

According to @ki_young_ju, Bitcoin already experienced its IPO-like exit as early investors have exited, which explains why BTC’s price is not jumping now, source: @ki_young_ju on X, Nov 22, 2025. He points readers to a newsletter for detailed supporting data behind this view, indicating that distribution by early holders has occurred and near-term upside momentum is muted, source: @ki_young_ju on X, Nov 22, 2025. For traders, this implies a consolidation bias and lower probability of immediate breakout moves until fresh demand absorbs prior exits, so positioning should favor range strategies over chase-the-spike tactics in the short term, source: @ki_young_ju on X, Nov 22, 2025.

According to Ki Young Ju, crypto investors are now value investors, as stated in his X post on Nov 22, 2025, indicating a valuation-focused market stance (source: x.com/ki_young_ju/status/1992158927883026775). The post contains no quantitative metrics, tickers, or trade targets, so it should be treated as a qualitative market characterization rather than a direct trading signal (source: x.com/ki_young_ju/status/1992158927883026775).

According to @ki_young_ju, Bitcoin (BTC) and Ethereum (ETH) are falling even as tokenized securities and stablecoins gain momentum, marking what he calls the widest fundamentals-versus-price gap in seven years (source: X post by @ki_young_ju on Nov 22, 2025, https://twitter.com/ki_young_ju/status/1992158927883026775). He cites an ex-BlackRock IBIT team building a tokenized-stock DEX at @hellotradeapp, Robinhood’s founder doubling down on tokenized securities, and Michael Saylor laying groundwork for a Bitcoin bank and digital credit as underappreciated catalysts (source: X post by @ki_young_ju on Nov 22, 2025, https://twitter.com/ki_young_ju/status/1992158927883026775). He argues BTC and ETH sit at the center of TradFi–crypto convergence with top fintech and TradFi talent flowing in, framing these assets as no longer for quick gains and signaling longer investment horizons over classic cycle trading (source: X post by @ki_young_ju on Nov 22, 2025, https://twitter.com/ki_young_ju/status/1992158927883026775). For traders, he implies monitoring tokenized-asset build-outs, stablecoin adoption, and DEX liquidity alongside BTC/ETH price action to gauge potential compression of the fundamentals-price divergence rather than relying on short-cycle patterns (source: X post by @ki_young_ju on Nov 22, 2025, https://twitter.com/ki_young_ju/status/1992158927883026775).

According to @ki_young_ju, U.S. institutional sentiment has not fully recovered as the hourly Coinbase Premium Index for BTC remains negative, based on CryptoQuant data shared in his update. According to CryptoQuant’s Coinbase Premium Index definition, the metric tracks the price gap between Coinbase and other exchanges such as Binance, and a negative reading indicates weaker U.S. spot demand and relative selling pressure on Coinbase versus offshore venues. According to CryptoQuant’s metric guide and trader usage, market participants monitor a flip to positive on this index as confirmation of returning U.S. bid, while a sustained negative reading can act as a headwind for BTC momentum during U.S. trading hours.

According to @ki_young_ju, Bitcoin is in a profit-taking phase based on an on-chain PnL Index that measures profit and loss using all wallets’ cost basis, and classic cycle theory indicates the market is entering a bear phase, source: @ki_young_ju (X, Nov 22, 2025). He states that only broad macro liquidity expansion can override the profit-taking cycle, as seen in 2020, making liquidity the key driver to watch for any BTC trend inflection, source: @ki_young_ju (X, Nov 22, 2025). This framework implies BTC’s near-term performance is dominated by cycle-driven profit-taking unless liquidity materially improves, focusing traders on liquidity conditions when assessing downside or reversal risk, source: @ki_young_ju (X, Nov 22, 2025).

According to Ki Young Ju, Bitcoin ETFs have expanded in size, but their capital composition shows the qualitative leap is still ahead, indicating the current investor base has not yet tapped the largest institutional liquidity pools (source: Ki Young Ju on X, Nov 21, 2025). He states that much larger liquidity pools are waiting for Bitcoin, highlighting a next phase where broader institutional access could become a key driver of ETF market liquidity (source: Ki Young Ju on X, Nov 21, 2025). For trading, this prioritizes monitoring spot BTC ETF net inflows, primary market creations and redemptions, and distribution into larger investor channels as signals of incoming liquidity (source: Ki Young Ju on X, Nov 21, 2025).

According to @ki_young_ju, BTC faces a more bearish setup, and a strong recovery is unlikely for the next 3–6 months until macro liquidity returns in 2025. Source: @ki_young_ju on X, Nov 21, 2025. He emphasizes that macro dollar liquidity matters more than the on-chain cycle, noting tightening liquidity and ongoing selling in risk assets likely persisting until liquidity eases next year. Source: @ki_young_ju on X, Nov 21, 2025. He adds that both market and on-chain metrics show weak liquidity now and that the classic on-chain bull cycle has ended. Source: @ki_young_ju on X, Nov 21, 2025. He notes a sharp bounce toward around 100K is possible, but if that level does not break, the probability of another lower low increases. Source: @ki_young_ju on X, Nov 21, 2025. He cites Luke Gromen’s view that a large US fiscal deficit and weakening foreign demand for Treasuries could leave the Treasury market unstable without fresh liquidity, implying scarce assets like gold and Bitcoin should move higher when liquidity returns next year; he aligns with this view. Source: @ki_young_ju citing @LukeGromen on X, Nov 21, 2025. Trading implications: prioritize dollar-liquidity signals over on-chain cycle, monitor Treasury market stress, treat 100K as pivotal resistance, and expect range or downside until a clear liquidity inflection in 2025. Source: synthesis of @ki_young_ju on X, Nov 21, 2025.

According to @ki_young_ju, BlackRock’s Bitcoin ETF has posted its largest weekly outflow on record at $1.09B so far this week, indicating significant net redemptions during the current period (source: X post by @ki_young_ju, 2025-11-21, https://twitter.com/ki_young_ju/status/1991758002534457454). For traders, this confirms a notable shift in spot Bitcoin ETF flow dynamics that is directly relevant to assessing near-term BTC market liquidity and demand, with the figure and accompanying chart provided by @ki_young_ju (source: X post by @ki_young_ju, 2025-11-21, https://twitter.com/ki_young_ju/status/1991758002534457454).

According to @ki_young_ju, BTC spot holders are in a reasonable long-term accumulation zone and selling or shorting here is a bad idea. Source: X post by @ki_young_ju, Nov 20, 2025. He states the on-chain bull cycle ended when BTC touched around 100K earlier this year, reframing expectations for the next phase. Source: X post by @ki_young_ju, Nov 20, 2025. While classic cycle theory points to a revisit of the realized price near 56K for a cyclical bottom, he doubts that level will be reached because coins held by players like MSTR are effectively off the market. Source: X post by @ki_young_ju, Nov 20, 2025. He further notes governments may inject liquidity until mid-next year for political reasons, meaning sentiment could rebound at any time in favor of spot accumulation. Source: X post by @ki_young_ju, Nov 20, 2025.

According to @ki_young_ju, Bitcoin’s 2018 and 2022 cycles saw whales selling with no fresh capital inflows, while 2025 shows whales selling alongside fresh capital inflows (source: Ki Young Ju on X, Nov 20, 2025). According to the source, this contrast identifies 2025 as a different liquidity setup than prior cycles because distribution by large holders is occurring while new money enters the market (source: Ki Young Ju on X, Nov 20, 2025). According to the source, traders should factor in that whale selling amid fresh inflows can shape BTC market structure differently from 2018 and 2022 when inflows were absent, which is relevant for positioning and risk framing (source: Ki Young Ju on X, Nov 20, 2025).

According to Ki Young Ju, he launched a Crypto Twitter ADHD survey and noted that ADHD prevalence in the general population is about 4 percent, source: Ki Young Ju on X dated Nov 19, 2025. The post shares no survey results, methodology, sample size, or trading signal, and it indicates no immediate market impact, source: Ki Young Ju on X dated Nov 19, 2025. Traders can monitor follow-up posts for quantified findings that could inform analyses of trader psychology and market sentiment, but no such data is provided in this tweet, source: Ki Young Ju on X dated Nov 19, 2025.

According to @ki_young_ju, the @Bitcoin account should shift to data-driven posts that highlight BTC hashrate and capital inflows and outflows instead of simple price updates, aiming to provide more fundamental context for traders and investors, source: @ki_young_ju on X, Nov 19, 2025. He explicitly states that people who truly love Bitcoin would value fundamentals such as hashrate and capital in and outflows more than price-only posts, signaling demand for on-chain and network metrics in trading analysis, source: @ki_young_ju on X, Nov 19, 2025. He also offers to help the @Bitcoin account publish these data-centric updates, indicating a push for regular fundamentals coverage that could support trading decisions around liquidity and network activity, source: @ki_young_ju on X, Nov 19, 2025.

According to Ki Young Ju, he is considering a paid X subscription at about $10 per month to share Bitcoin (BTC) and crypto data insights focused on liquidity, with data and forecasts kept separate. Source: Ki Young Ju on X, Nov 18, 2025. He added that the subscription is intended for genuine supporters rather than random commenters. Source: Ki Young Ju on X, Nov 18, 2025.

According to @ki_young_ju, BTC futures average order size shows whales have exited and retail now dominates, source: @ki_young_ju. IFP data indicates BTC inflows from spot to futures exchanges have collapsed, ending the phase when whales posted BTC as collateral to go long, source: @ki_young_ju. Estimated leverage ratio remains high and Binance deposit cost basis is around 57k, implying traders already captured sizable gains from ETF and institutional flows, source: @ki_young_ju. Open interest is still above last year and the aggregated funding rate is neutral rather than fearful, source: @ki_young_ju. On spot, the Coinbase Premium is at a nine-month low, likely tied to ETF-driven institutional selling, source: @ki_young_ju. Bitcoin ETF weekly flows have been net negative for three consecutive weeks, source: @ki_young_ju. Strategy mNAV stands at 1.23, suggesting near-term capital raising is difficult, source: @ki_young_ju. On-chain, realized cap growth has stalled for three days and market cap is rising slower than realized cap, signaling strong selling pressure, source: @ki_young_ju. The PnL Index flipped short on November 8, indicating whales are taking profit, source: @ki_young_ju. Taken together, these metrics highlight cautious near-term BTC positioning with 57k as a key reference level for cost basis and profit-taking dynamics, source: @ki_young_ju.

According to @ki_young_ju, the current BTC dip reflects long-term holder rotation, with older Bitcoiners selling to TradFi players expected to hold for the long run. Source: x.com/ki_young_ju/status/1990368321959821508 He states he called the early-year top due to heavy OG whale distribution, but says the market structure has changed as ETFs, MSTR, and other new channels injected fresh liquidity while on-chain inflows remained strong. Source: x.com/ki_young_ju/status/1990368321959821508 He adds the dip is being dragged by OG whales even as sovereign funds, pension funds, multi-asset funds, and corporate treasuries build larger liquidity channels. Source: x.com/ki_young_ju/status/1990368321959821508 He concludes that Bitcoin’s traditional cycle theory is invalid until these liquidity channels slow or stop, making flow dynamics the primary driver to watch for traders. Source: x.com/ki_young_ju/status/1990368321959821508

According to Ki Young Ju, he expressed a bullish stance and directed readers to a CryptoQuant post via a link in his X update on Nov 17, 2025, indicating positive market sentiment without detailing metrics, source: Ki Young Ju on X and CryptoQuant on X. The post provides no specific data such as price levels, timeframes, or on-chain indicators that would constitute a tradable setup, source: Ki Young Ju on X. Traders should review the linked CryptoQuant thread for any verifiable on-chain analytics before making decisions, as the tweet itself is sentiment-only, source: Ki Young Ju on X and CryptoQuant on X. Without disclosed quantitative evidence in the tweet, it should not be treated as a direct buy or sell signal, source: Ki Young Ju on X.

According to @ki_young_ju, even Harvard economists are buying Bitcoin, highlighting institutional participation in BTC. Source: X post by @ki_young_ju on Nov 15, 2025 (twitter.com/ki_young_ju/status/1989539928645026295). He referenced a related post by Eric Balchunas on X. Source: x.com/EricBalchunas/status/1989493893742657785.