Threads / Articles
Long-form writing on macro, market structure, commodities, Bitcoin, crypto markets, machine learning, and AI systems.
hope you enjoyed Friday's gold, silver & miners sell-off
Bitcoin isn't private - at best it's anonymous
it's not about lowering gold
my vibe meter on Bitcoin is off the charts 📈*
BTC went from $0.004 to $110,000 USD in 16 years, but gold was never this cheap in over 5000 years
1. Bitcoin is not money. Calling it money won't make it money
FYI you can ask the bank to lend you ≈75%LTV of the future property before restoration works start
no, permissioned assets running on blockchains are NOT sheep in wolves' clothing
neither supply nor demand are static
people are calling Christine Lagarde ignorant on Bitcoin, but don't explain how
decentralized digital Euro will not work, because the ECB needs to have full control over it
we are approaching a local top for silver and gold according to my market vibe meter
no, "The West" is not manipulating gold and silver prices
Bitcoin is not a good collateral for a loan, here's why:
silver's current short-term support line is in green
portugal golden visa real estate investments are less than 3% of total housing transactions
if you buy a car with Bitcoin, you're still subject to capital gains tax
central banks have rejected holding Bitcoin in their reserves including Fed, ECB, PBoC and many others
virtually every corporation that accepts Ethereum/Bitcoin for payments doesn't actually process the payment in crypto
How Banks Create Money When Purchasing Assets
my article on repo rates and BTC price was referenced on bitcoin.com
added RSS feed to illya's threads/articles: https://illya.sh/threads/feed.xml
silver's key short-term trend support is the green light from the chart
silver and gold move differently, which why I generally refrain from referring to these commodities in conjunction, even though a lot of what I write about gold also applies to silver
gold moves up by ≈13% on breakouts, thus ≈$4000/oz gold in November 2025