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MustStopMurad's profile
Murad Mahmudov 🚀
Murad Mahmudov 🚀
Murad Mahmudov  🚀
@MustStopMurad

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Murad Mahmudov  🚀

@MustStopMurad

Cryptocurrency Analyst. Bitcoin, not Blockchain. Angel Investor. Previously @Princeton.

New York, NY
Joined March 2017

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    1. panek‏ @panekkkk Aug 17
      Replying to @panekkkk @Crypto_Macro

      Because most tokens are in ETH and must exit via ETH, and because ETH market is smaller, this affected ETH more. Reflexivity also kicks in.

      1 reply 0 retweets 1 like
    2. panek‏ @panekkkk Aug 17
      Replying to @panekkkk @Crypto_Macro

      Thoughts?

      2 replies 0 retweets 1 like
    3. Alex Krüger  🇦🇷‏ @Crypto_Macro Aug 17
      Replying to @panekkkk

      My list of factors: . Less liquid market . New bearish fundamental narratives . ICO holdings . ETHBTC longs . ICOs are scams narrative picking up speed . New bitmex perpetual swap

      2 replies 0 retweets 2 likes
    4. panek‏ @panekkkk Aug 17
      Replying to @Crypto_Macro

      I doubt narratives impact market much unless you mean re ICO tokens. This is an 8 mo not 2 wk bear and ETH/BTC ratio has steadily declined. CT’s reach globally probably small. I still think that it’s mostly a race to exit tokens (most are ETH-based) but you raise good pts.

      1 reply 0 retweets 0 likes
    5. panek‏ @panekkkk Aug 17
      Replying to @panekkkk @Crypto_Macro

      Mid-2017 was a race to make as much money on ICO tokens as possible before it collapsed and then it collapsed. Short thesis but simple.

      1 reply 0 retweets 0 likes
    6. Alex Krüger  🇦🇷‏ @Crypto_Macro Aug 17
      Replying to @panekkkk

      Yes I agree. But ERC20 token liquidations don't affect ETH negatively. It is the treasury liquidations that does. Quantifying this is in my to do list.

      2 replies 0 retweets 1 like
    7. panek‏ @panekkkk Aug 17
      Replying to @Crypto_Macro

      1. They need to exit to ETH first. That places demand on ETH but only in an illiquid ETH-token pair. If market was efficient there would be sufficient arb but there isn’t. 2. They then exit ETH for fiat. If all token bagholders do this, it places downward pressure on ETH-fiat.

      1 reply 0 retweets 0 likes
    8. Murad Mahmudov  🚀‏ @MustStopMurad Aug 17
      Replying to @panekkkk @Crypto_Macro

      why do they need to neccessarily exit to ETH first? look at Binance of Bitfinex. most alts have much bigger and more liquid alt/BTC pairs...

      1 reply 0 retweets 5 likes
    9. panek‏ @panekkkk Aug 17
      Replying to @MustStopMurad @Crypto_Macro

      Agreed. Which is why it affects both ETH and BTC. BTC has larger depth and liquidity so not as much slippage/less reflexive. Also long tail of many tokens are only paired in ETH.

      1 reply 0 retweets 0 likes
    10. panek‏ @panekkkk Aug 17
      Replying to @panekkkk @MustStopMurad @Crypto_Macro

      Just a theory. I don’t think it’s the only explanation but feels like the overall catalyst for why the whole market is down.

      1 reply 0 retweets 0 likes
      Murad Mahmudov  🚀‏ @MustStopMurad Aug 17
      Replying to @panekkkk @Crypto_Macro

      OR could it be that people are realizing that the market wasn't pricing the relative success probabilities (which market caps are) of BTC vs. ETH being the big future winner? 🤔

      8:53 AM - 17 Aug 2018
      • 3 Likes
      • ouroboros Aurelius Kacper Wikieł
      1 reply 0 retweets 3 likes
        1. New conversation
        2. panek‏ @panekkkk Aug 17
          Replying to @MustStopMurad @Crypto_Macro

          Yah that definitely explains why BTC dropped 70%. 🤦‍♂️ Put at least a little effort into your thinking.

          2 replies 0 retweets 2 likes
        3. Murad Mahmudov  🚀‏ @MustStopMurad Aug 17
          Replying to @panekkkk @Crypto_Macro

          are you pretending? its all about *relative* outperformance

          0 replies 0 retweets 0 likes
        4. End of conversation

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