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Bitcoin Desire Hits 8-Year Low | Michael Sullivan SLP756

Bitcoin Desire Hits 8-Year Low | Michael Sullivan SLP756

Stephan Livera Podcast vor 1 Monat

0:00

43:54

Bitcoin desire sentiment has fallen to an eight-year low, a
contrarian signal that historically aligns with market bottoms
rather than tops.

Michael Sullivan, an engineer and author, applies machine
learning to individual X accounts to track granular Bitcoin
emotions and moods over time.

He examines how entry eras shape lasting narratives, why pro-BIP
110 cohorts show strikingly low conviction, how individual
tracking avoids bot pollution, and why boredom plus infighting
often mark optimal accumulation zones.

Timestamps:

01:44 — Conviction Isn't Bullish or Bearish

07:05 — Why Individual X Tracking Beats Bots

09:53 — Desire Peaks Flag Bull Market Tops

11:49 — Bitcoin Desire Hits 8-Year Low

16:27 — New Bitcoiners Angriest Right Now

21:00 — Bitcoin Entry Era Shapes Your Views Forever?

22:48 — BIP 110 Backers Show Strikingly Low Conviction

25:33 — Pro-BIP 110 Group Lives in Its Own Bubble

28:39 — BIP110 Brigading Creates Fake Consensus

31:57 — OGs Optimistic, Plebs Stay Angry

37:13 — X Algo Shift Sparks Bitcoin Optimism

39:57 — Why Sentiment Metrics Fail for Trading

41:55 — Boredom and Infighting Signal Bitcoin Bottom

Links:

Michael's X: https://x.com/SullyMichaelvan

Bitcoin Sentiment Weekly on Substack:
https://sentimentsully.substack.com

Michael’s novel, Blood of the Bourgeoisie:
https://www.amazon.com/Blood-Bourgeoisie-Michael-R-Sullivan-ebook/dp/B0FRZTM49Y

Stephan Livera links:

Follow me on X: @stephanlivera

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