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Bitcoin Sentiment Weekly

Michael Sullivan

Tracking Bitcoin market mood, narrative shifts, and cohort sentiment through language data.

Platform
Substack
PricingFreemiumPublishesDaily
Issues30Founded2 months agoLast Issue6 days ago
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Artwork for Bitcoin Sentiment Weekly

Latest Issues

Bitcoin Sentiment Weekly: The Opposite of Euphoria

Normally we talk about Optimism, Conviction, and Excitement around blow-off tops, but the market mood is far from normal.

Things are getting weird out there.

And (groundbreaking analysis incoming) we are NOT currently experiencing a blow-...

6 days ago
8
1

Bitcoin’s Identity Crisis (Explained in 4 Minutes)

Bitcoiners are not just “in a bad mood.”

The more interesting story is that different parts of the Bitcoin ecosystem are reacting to the same market in completely different ways.

  • Bitcoin Capitalists still sound highly convicted.

*...

9 days ago
8
2

The Fracturing Ideologies of Bitcoin

The simplistic take is that Bitcoiners are in a bad mood right now.

But that misses all the nuance.

Not every group is in an equally bad mood. Some are growing more convicted as the price declines while others grow more frustrated.

Micha...

10 days ago
14
5

Bitcoin Sentiment Weekly: Bitcoiners Are Choosing Sides

Bitcoiners became more negative last week.

You probably didn’t need me to tell you that.

People are yelling at each other across the timeline and a whole host of negative moods are flashing right now. This isn’t particularly surprising, b...

13 days ago
16

Peak Apathy with Checkmate & Walker

This was a fantastic rip with James and Walker on how onchain and sentiment data relate to one another.

A couple weeks back, I collaborated with Checkmate on Peak Apathy, a piece that has only continued to look more accurate as the vibes d...

16 days ago
17

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  • Michael Sullivan

    Engineer and writer analyzing Bitcoin market sentiment through language data.

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