Shutdown for the foreseeable future

Joined May 2022
49 Photos and videos
Pinned Tweet
👋 Meet Kwery, the data layer for prediction market trading. A unified REST API for historical market data, reconstructed orderbooks, and ML-ready data sets across prediction and crypto markets. Built for traders, quants, and ML engineers. 1/🧵
1
6
766
And under the surface, spreads are wide. ETH / SOL: Double-digit funding gaps between venues That’s not random. That’s structural inefficiency. Where there’s disagreement, there’s opportunity. GN
1
1
31
Now look at where signals actually matter. Venue agreement: • BTC → only ~32% divergence → both sides agree (short) • ETH → 54% divergence → constant disagreement • SOL → mixed • XRP → relatively consistent Cleanest signal in the market right now = BTC crowd bias.
41
This BTC setup has a pattern. Funding drops Price doesn’t Translation: Shorts are piling in without price confirmation
12
Zoom out tho and the WHOLE market looks fractured. Liquidations: All assets → longs getting wiped Funding: • BTC → both venues short • ETH / SOL / XRP → split signals
40
But BTC is doing something people usually miss 🧐 Price: Holding ~$74.5K Funding: Falling hard → now ~-17% APR
13
XRP just got a massive real-world rollout. → 44M users unlocked → 5M merchant locations At the exact same time: → 25x long liquidation imbalance → ~$867K longs wiped vs ~$35K shorts
39
If you strip all the noise out, this is what’s left: • Longs getting wiped across every asset • Funding split across venues • Sentiment still bearish • Attention clustering around XRP GN folks
1
1
36
ETH is the cleanest example of the disconnect as shown here They disagree over half the time. So which side is right?
14
Sentiment is still stuck in fear... BTC: 3.8K off the lows Yet Fear & Greed = 11 Six straight weeks of extreme fear… while price recovers. People aren’t positioned for strength. They’re still reacting to the last drop.
16
The funding is telling quite the story tho BTC: Both venues negative → clear short bias ETH / SOL / XRP: Split signals → venues disagree
34
Buut at the same time, oddly XRP is dominating attention. 100x more Kalshi open interest than BTC Major real-world rollout (Rakuten payments live) So now you’ve got: Heavy attention Heavy positioning Heavy liquidations 🧐
35
SOL just printed a 98x liquidation imbalance.. Currently heres the rest of the board: • XRP: 25x • ETH: 8.6x • BTC: 6.9x longs are getting crushed.
35
Kwery retweeted
All 4 majors just flipped. BTC, ETH, SOL, XRP — all positive funding now. Last week: crowd was short This week: crowd is long Full market regime shift in ~7 days.
1
1
1
48
All 4 majors just flipped. BTC, ETH, SOL, XRP — all positive funding now. Last week: crowd was short This week: crowd is long Full market regime shift in ~7 days.
1
1
1
48
This is the real takeaway: You can track the entire flip programmatically. Last week → all SHORT bias Now → all LONG bias Same system. Different output. No opinions needed.
1
1
9
1
7