@juanbiter juanbiter
Disciplined Spanish-language Bitcoin cycle analyst tracking flows, treasury reflexivity, and macro catalysts
Provides ongoing Bitcoin cycle analysis blending on-chain fl
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 13 scored bets: 54% hit rate, +0.20% mean alpha, trader score +0.16. Their last-14d mentions, direction-adjusted, have moved +0.9% since posting (mean over 8 mentions with price data).
The author is centered on Bitcoin, Strategy/MSTR-related vehicles, and hard assets, with a distinctive split: buy BTC/MSTR tactically but stay skeptical of Strategy’s capital structure and dilution pressure. He disclosed a third MSTR buy while also arguing Strategy may need to sell stock or bitcoin and saying he is short SPCX. The window ends with a softer hard-asset rebound framing for BTC and gold after earlier bearish cycle and bottoming doubts.
He moved between bearish Strategy/MSTR capital-structure commentary and tactical long exposure to BTC/MSTR, including a third MSTR buy on June 18. The clearest directional conflict is long MSTR for Bitcoin beta while short SPCX and critical of MSTR/STRC dilution dynamics. Concentration sits heavily in the Bitcoin/Strategy complex, with late-week hard-asset rebound framing extending the BTC thesis to gold.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @juanbiter | · | Buying bitcoin now gives an advantage versus prior buyers — Spanish tweet advocates buying bitcoin now with upside expectation. | · | tweet ↗ |
| 2026-07-02 | MSTR | @juanbiter | +0.65 | Discloses current spot positions in MSTR with 107.8 average seeking 300%+ returns. | — | tweet ↗ |
| 2026-07-01 | BTC | @juanbiter | +0.25 | Bitcoin ETF selling and loss metrics framed as capitulation/floor signals. | · | tweet ↗ |
| 2026-06-30 | · | @juanbiter | · | Building crypto/Bitcoin peripheral-stock portfolio gradually — Says crypto/Bitcoin-related stocks are in buy zones and portfolio is being built in stages. | · | tweet ↗ |
| 2026-06-30 | BTC | @juanbiter | +0.80 | Bitcoin below 200-week MA, historically rare, with stated average future gains. | · | tweet ↗ |
| 2026-06-30 | BTC | @juanbiter | +0.75 | Starting significant BTC buys; first bag 0.1 BTC at 58100 — Author begins significant Bitcoin purchases and states first purchase amount and price. | · | tweet ↗ |
| 2026-06-29 | BTC | @juanbiter | +0.35 | Calls for Bitcoin price bottom in July or August amid ETF selling and capitulation signs. | · | tweet ↗ |
| 2026-06-29 | MSTR | @juanbiter | +0.25 | Reports Strategy sold stock, raised USD reserves, lifted STRC yield, and authorized Bitcoin sales. | +8.7% | tweet ↗ |
| 2026-06-29 | BTC | @juanbiter | -0.05 | Reports Strategy sold stock, raised USD reserves, lifted STRC yield, and authorized Bitcoin sales. | · | tweet ↗ |
| 2026-06-27 | BTC | @juanbiter | +0.45 | Promotes collateralized BTC loans to increase BTC holdings responsibly. | · | tweet ↗ |
| 2026-06-26 | BTC | @juanbiter | +0.25 | Discusses whether bitcoin already touched its low and floor zone in bearish phase. | · | tweet ↗ |
| 2026-06-25 | BTC | @juanbiter | -0.50 | Says macro and Saylor are pushing bitcoin toward lows in a bearish phase. | · | tweet ↗ |
| 2026-06-25 | BTC | @juanbiter | +0.45 | Describes shorting XRP to generate dollars for buying more BTC. | · | tweet ↗ |
| 2026-06-25 | XRP | @juanbiter | -0.60 | Describes shorting XRP to generate dollars for buying more BTC. | · | tweet ↗ |
| 2026-06-25 | BTC | @juanbiter | -0.55 | Says oil disruption and PCE inflation are bearish for stocks and bitcoin. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.