TRACE
Trace a source
tape livemanual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advicetape livemanual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advice

BTC

BTC - crypto - source-backed public claims only.

37published claims
22 longbullish claims
15 shortbearish claims
Asset timeline
JSON
{
  "version": "market-claims.v1",
  "claims": [
    {
      "id": "mcl_30fce586fc4e782e0e",
      "url": "/trace/claims/mcl_30fce586fc4e782e0e",
      "status": "PUBLISHED",
      "claimType": "DIRECTIONAL_THESIS",
      "direction": "LONG",
      "claimText": "BTC has no marginal bidder outside Saylor; uninspiring here despite holding a big spot position.",
      "confidence": 0.72,
      "expert": {
        "slug": "notthreadguy",
        "displayName": "Notthreadguy",
        "kind": "PERSON",
        "status": "UNCLAIMED",
        "avatarUrl": "/api/avatars/73b599a1-a",
        "url": "/trace/experts/notthreadguy",
        "claimed": false
      },
      "primaryEntity": {
        "kind": "ASSET",
        "assetClass": "CRYPTO",
        "symbol": "BTC",
        "name": "BTC",
        "exchange": null,
        "confidence": 0.78
      },
      "evidence": {
        "evidenceUrl": "https://www.twitch.tv/videos/2758570970?t=553s",
        "sourceUrl": "https://twitch.tv/videos/2758570970",
        "timecode": "9:13",
        "startMs": 553000,
        "endMs": null,
        "excerpt": "There's no bidder outside of Saylor right now. There's just not. Long BTC, it could have just got an entry on literally anything else, didn't do it."
      },
      "performance": {
        "entryPrice": 76958,
        "currentPrice": 65232,
        "returnPct": -15.236882,
        "relativePct": null,
        "method": "PASTE_AUTHOR_PRICE"
      }
    },
    {
      "id": "mcl_50dbb2e1e724194d25",
      "url": "/trace/claims/mcl_50dbb2e1e724194d25",
      "status": "PUBLISHED",
      "claimType": "DIRECTIONAL_THESIS",
      "direction": "LONG",
      "claimText": "Crypto apathy at 2019/2022-style lows sets up asymmetric upside concentrated in a few assets; Bitcoin reprices.",
      "confidence": 0.72,
      "expert": {
        "slug": "notthreadguy",
        "displayName": "Notthreadguy",
        "kind": "PERSON",
        "status": "UNCLAIMED",
        "avatarUrl": "/api/avatars/73b599a1-a",
        "url": "/trace/experts/notthreadguy",
        "claimed": false
      },
      "primaryEntity": {
        "kind": "ASSET",
        "assetClass": "CRYPTO",
        "symbol": "BTC",
        "name": "BTC",
        "exchange": null,
        "confidence": 0.78
      },
      "evidence": {
        "evidenceUrl": "https://www.twitch.tv/videos/2760135165?t=8899s",
        "sourceUrl": "https://twitch.tv/videos/2760135165",
        "timecode": "148:19",
        "startMs": 8899000,
        "endMs": null,
        "excerpt": "the concentration of upside in a handful of assets will make it easier to generate massive returns. There is less capital looking at crypto exposure than ever before. This all changes with the rapid repricing of Bitcoin this year, which I believe is inevitable."
      },
      "performance": {
        "entryPrice": 75933,
        "currentPrice": 65232,
        "returnPct": -14.092687,
        "relativePct": null,
        "method": "PASTE_AUTHOR_PRICE"
      }
    },
    {
      "id": "mcl_138338713800244a21",
      "url": "/trace/claims/mcl_138338713800244a21",
      "status": "PUBLISHED",
      "claimType": "DIRECTIONAL_THESIS",
      "direction": "SHORT",
      "claimText": "Short crypto into range highs; BTC/ETH/SOL stretched while crypto tracks gold not equities.",
      "confidence": 0.72,
      "expert": {
        "slug": "tolks",
        "displayName": "tolks",
        "kind": "PERSON",
        "status": "UNCLAIMED",
        "avatarUrl": "/api/avatars/1e94db4c-4",
        "url": "/trace/experts/tolks",
        "claimed": false
      },
      "primaryEntity": {
        "kind": "ASSET",
        "assetClass": "CRYPTO",
        "symbol": "BTC",
        "name": "BTC",
        "exchange": null,
        "confidence": 0.78
      },
      "evidence": {
        "evidenceUrl": "https://www.twitch.tv/videos/2760135165?t=6039s",
        "sourceUrl": "https://twitch.tv/videos/2760135165",
        "timecode": "100:39",
        "startMs": 6039000,
        "endMs": null,
        "excerpt": "I'm just short of BTC, ETH, and SOL right now."
      },
      "performance": {
        "entryPrice": 75789,
        "currentPrice": 65232,
        "returnPct": 13.929462,
        "relativePct": null,
        "method": "PASTE_AUTHOR_PRICE"
      }
    }
  ],
  "nextCursor": null
}

AISO tracks public statements, not verified portfolio positions. This is not financial advice.