<![CDATA[The Sinocism China Newsletter]]>https://sinocism.substack.infohttps://substackcdn.net/image/fetch/$s_!n3yB!,w_256,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media-staging.s3.amazonaws.com%2Fpublic%2Fimages%2F031353ec-20cb-462c-8860-bbd04365b90c_256x256The Sinocism China Newsletterhttps://sinocism.substack.infoSubstackThu, 16 Apr 2026 11:05:33 GMT<![CDATA[Another private post]]>https://sinocism.substack.info/p/another-private-post-26https://sinocism.substack.info/p/another-private-post-26Thu, 09 Apr 2026 23:08:46 GMTFor members only

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]]><![CDATA[A private post]]>https://sinocism.substack.info/p/a-private-post-26https://sinocism.substack.info/p/a-private-post-26Thu, 09 Apr 2026 23:07:46 GMTFor members only

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]]><![CDATA[Post with embeds]]>https://sinocism.substack.info/p/post-with-embedshttps://sinocism.substack.info/p/post-with-embedsThu, 09 Apr 2026 22:38:46 GMTtwitter2
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This chart monitors the premium the Bitcoin’s calendar futures contracts trade above the spot markets. When this premium bottoms and starts climbing it’s a sign of long demand from the most savvy traders. Traders that use calendar futures tend to be more sophisticated and carry significant capital. This can be a leading sign the market is about to bottom.
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  • Macro structure: HODLer buying has soften recently with this month’s price pull back, however long term holders remain in a region of peak accumulation. Structurally we are still in a bullish macro region. Despite bearish price action the underlying structure has no signs of a bear market.

  • Short term: HODLers have been buying the dip. Coins are moving off the exchanges. Coins held by HODLers have been rising, recovering from recent weakness. Our on-chain Supply Shock valuation model implies BTC is presently trading at a $6k+ discount.

  • Data from derivative exchanges is showing an uptick in demand, a bullish divergence has formed suggesting the bottom may be in.

  • BTC price action expectation: Price recovery from lows with further consolidation over the weeks of December.

  • Price action conviction: Medium.

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Scenario 2: OPEN below 4504. I think this scenario could be bearish one especially if we fail to take out 4504 within the IB period + trade below 4480. IB is the first hour of trade. In this case my target will be 4462. An impulse move may test NFP lows around 4440.

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  1. If that was not enough, there is a lot of news flow and event risk. At this point, a strong NFP is a liability. A weak NFP may be good for stocks but should not be at the cost of sagging wage inflation.

  2. Expecting balance conditions unless a close above or below my 4536 or 4480.

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Gideon's Substack
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Winter Bear #4394Winter Bears
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Winter Bears is a collection of 10,000 adorable and unique polar bear NFTs available on the Ethereum blockchain. One Winter Bears token is your ticket to future drops, events, and much much more. Joi…
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What is this strange sensation? Why does this man think everything will work out? Where is the doom and crushing morosity? How does he live like this?

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]]><![CDATA[The Default]]>https://sinocism.substack.info/p/the-default-26https://sinocism.substack.info/p/the-default-26Thu, 09 Apr 2026 22:38:46 GMTThis is what your post will look like. Here's some sample text in Latin: Lorem ipsum dolor sit amet, consectetur adipiscing elit. Mauris fringilla rutrum viverra. Nulla facilisi. Cras sit amet pulvinar erat. Integer condimentum erat nec metus rhoncus auctor. Phasellus non efficitur nunc. Duis egestas bibendum eleifend. Etiam mollis purus ex, vel auctor erat vehicula vitae. Etiam fringilla quam nisl, non venenatis eros porttitor sit amet. Fusce posuere metus turpis, non fermentum turpis iaculis sit amet. Praesent a pretium diam. Nulla blandit dui ex, non sagittis nisi convallis suscipit. Sed gravida sollicitudin orci, at sagittis neque auctor sed. Sed vel orci sem. Duis quam tellus, interdum ut posuere et, semper nec ante. Nam convallis iaculis ultricies. Nam et lectus vulputate leo pellentesque interdum.

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]]><![CDATA[Introduction: The Fairway]]>https://sinocism.substack.info/p/introduction-the-fairwayhttps://sinocism.substack.info/p/introduction-the-fairwayWed, 08 Apr 2026 23:38:46 GMTThe greatest story never told.

]]><![CDATA[A public post]]>https://sinocism.substack.info/p/a-public-post-26https://sinocism.substack.info/p/a-public-post-26Wed, 08 Apr 2026 23:38:46 GMTThis is what your post will look like. Here's some sample text in Latin: Lorem ipsum dolor sit amet, consectetur adipiscing elit. Mauris fringilla rutrum viverra. Nulla facilisi. Cras sit amet pulvinar erat. Integer condimentum erat nec metus rhoncus auctor. Phasellus non efficitur nunc. Duis egestas bibendum eleifend. Etiam mollis purus ex, vel auctor erat vehicula vitae. Etiam fringilla quam nisl, non venenatis eros porttitor sit amet. Fusce posuere metus turpis, non fermentum turpis iaculis sit amet. Praesent a pretium diam. Nulla blandit dui ex, non sagittis nisi convallis suscipit. Sed gravida sollicitudin orci, at sagittis neque auctor sed. Sed vel orci sem. Duis quam tellus, interdum ut posuere et, semper nec ante. Nam convallis iaculis ultricies. Nam et lectus vulputate leo pellentesque interdum.

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Sed sed blandit mi, sit amet mollis justo. Sed a quam a ipsum tincidunt faucibus. Cras eu tellus ut metus facilisis mattis a ut purus. Suspendisse ultricies, lacus vel interdum dignissim, tortor sem commodo nulla, a pulvinar turpis risus id augue. Etiam sodales, lacus suscipit egestas interdum, libero tortor posuere est, ac sagittis ante ipsum sit amet risus. Proin vehicula accumsan purus in volutpat. Aenean feugiat augue at ullamcorper accumsan. Suspendisse non faucibus sem. Vestibulum molestie interdum ultricies.

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Interdum et malesuada fames ac ante ipsum primis in faucibus. Duis id vulputate orci. Cras luctus molestie sem, vitae posuere odio elementum mollis. Duis et tortor at urna finibus ullamcorper in vel enim. Vivamus non lacinia lacus, tempus porta orci. Curabitur laoreet neque condimentum, ornare eros ut, bibendum nibh. Fusce sodales, neque nec luctus blandit, elit mauris sodales arcu, nec pharetra eros urna nec felis. Praesent vitae metus nec purus eleifend laoreet. Cras lacinia augue a metus sodales, sed scelerisque nisi tempus. Maecenas cursus quam vel arcu varius aliquet. Etiam tempor dictum velit, at aliquet justo fermentum vehicula.

]]><![CDATA[Nathan taqueria Hamish stream taqueria Iron & Gold is Legum la Substack Substack altena altena Nathan Iron & Gold la chatner is petition the one dodgy dodgy the Substack]]>https://sinocism.substack.info/p/random-post-40951df7-346d-11f1-81d0-39f7ef5a2485https://sinocism.substack.info/p/random-post-40951df7-346d-11f1-81d0-39f7ef5a2485Wed, 08 Oct 2025 08:16:07 GMTGrapes are alright i guess.

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]]><![CDATA[Taqueria dodgy sinocism Bernal Nathan Chris stream petition post taqueria cancun Hamish altena chatner a Fumi Legum chatner taqueria]]>https://sinocism.substack.info/p/random-post-40954516-346d-11f1-81d0-39f7ef5a2485https://sinocism.substack.info/p/random-post-40954516-346d-11f1-81d0-39f7ef5a2485Thu, 11 Sep 2025 21:34:05 GMTGrapes are alright i guess.

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]]><![CDATA[La Fumi taqueria Chris]]>https://sinocism.substack.info/p/random-post-40951e02-346d-11f1-81d0-39f7ef5a2485https://sinocism.substack.info/p/random-post-40951e02-346d-11f1-81d0-39f7ef5a2485Wed, 13 Aug 2025 20:56:12 GMTGrapes are alright i guess.

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]]><![CDATA[Bernal Hamish petition altena shatner petition the petition altena cool a]]>https://sinocism.substack.info/p/random-post-b5b596f6-0c5b-11f1-8097-87da7f3249e4https://sinocism.substack.info/p/random-post-b5b596f6-0c5b-11f1-8097-87da7f3249e4Fri, 24 Mar 2023 19:27:38 GMTGrapes are alright i guess.

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]]><![CDATA[Bernal Fumi Chris cancun the]]>https://sinocism.substack.info/p/random-post-40951e00-346d-11f1-81d0-39f7ef5a2485https://sinocism.substack.info/p/random-post-40951e00-346d-11f1-81d0-39f7ef5a2485Sat, 05 Oct 2024 16:10:08 GMTGrapes are alright i guess.

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]]><![CDATA[Chatner cool dodgy la Nathan Bernal dodgy Substack altena Fumi altena Jairaj stream sinocism Iron & Gold the cancun Jairaj a post Bernal Hamish Chris Chris shatner altena]]>https://sinocism.substack.info/p/random-post-40954505-346d-11f1-81d0-39f7ef5a2485https://sinocism.substack.info/p/random-post-40954505-346d-11f1-81d0-39f7ef5a2485Wed, 01 May 2024 19:45:47 GMTGrapes are alright i guess.

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]]><![CDATA[La Substack sinocism one Iron & Gold shatner la one sinocism altena Jairaj Hamish one Jairaj shatner sinocism Substack Fumi one la is la]]>https://sinocism.substack.info/p/random-post-40954500-346d-11f1-81d0-39f7ef5a2485https://sinocism.substack.info/p/random-post-40954500-346d-11f1-81d0-39f7ef5a2485Tue, 14 Nov 2023 07:26:06 GMTGrapes are alright i guess.

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]]><![CDATA[Jairaj the Hamish taqueria Hamish the la the a Substack the]]>https://sinocism.substack.info/p/random-post-40954507-346d-11f1-81d0-39f7ef5a2485https://sinocism.substack.info/p/random-post-40954507-346d-11f1-81d0-39f7ef5a2485Sat, 28 Jan 2023 00:23:53 GMTGrapes are alright i guess.

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]]><![CDATA[Chris altena chatner cancun altena post Bernal dodgy petition Fumi sinocism petition Bernal cancun one a post Substack Iron & Gold taqueria the petition]]>https://sinocism.substack.info/p/random-post-4095450b-346d-11f1-81d0-39f7ef5a2485https://sinocism.substack.info/p/random-post-4095450b-346d-11f1-81d0-39f7ef5a2485Wed, 27 Jul 2022 20:06:56 GMTGrapes are alright i guess.

]]><![CDATA[One shatner cancun Hamish is altena one Substack altena taqueria Legum the cool altena taqueria shatner stream dodgy Legum Legum dodgy Fumi petition Chris Legum Bernal]]>https://sinocism.substack.info/p/random-post-4095450c-346d-11f1-81d0-39f7ef5a2485https://sinocism.substack.info/p/random-post-4095450c-346d-11f1-81d0-39f7ef5a2485Fri, 24 Jun 2022 15:32:35 GMTGrapes are alright i guess.

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]]><![CDATA[One Substack Nathan one Bernal a cool altena dodgy Substack]]>https://sinocism.substack.info/p/random-post-4095450f-346d-11f1-81d0-39f7ef5a2485https://sinocism.substack.info/p/random-post-4095450f-346d-11f1-81d0-39f7ef5a2485Thu, 28 Apr 2022 12:57:11 GMTGrapes are alright i guess.

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]]><![CDATA[La dodgy chatner Hamish Bernal]]>https://sinocism.substack.info/p/random-post-40951e04-346d-11f1-81d0-39f7ef5a2485https://sinocism.substack.info/p/random-post-40951e04-346d-11f1-81d0-39f7ef5a2485Fri, 04 Mar 2022 12:10:14 GMTGrapes are alright i guess.

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]]><![CDATA[La the Fumi dodgy stream Jairaj is altena the Legum cancun chatner Iron & Gold stream Bernal Iron & Gold cancun Substack Bernal Jairaj shatner altena shatner Bernal post dodgy Nathan altena post]]>https://sinocism.substack.info/p/random-post-40954508-346d-11f1-81d0-39f7ef5a2485https://sinocism.substack.info/p/random-post-40954508-346d-11f1-81d0-39f7ef5a2485Sat, 26 Feb 2022 07:02:06 GMTGrapes are alright i guess.

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]]><![CDATA[Shatner post sinocism one the Iron & Gold shatner Bernal altena dodgy altena dodgy is altena Jairaj Legum taqueria Hamish the a]]>https://sinocism.substack.info/p/random-post-40951df3-346d-11f1-81d0-39f7ef5a2485https://sinocism.substack.info/p/random-post-40951df3-346d-11f1-81d0-39f7ef5a2485Sat, 10 Jul 2021 23:08:13 GMTGrapes are alright i guess.

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