David ✓

@david_eng_mba · California, USA · joined 25 Oct 2013

Managing Partner, Energy Co. | Engineer + MBA (USC, CSU, Stanford) | Bitcoin Power Law & Quant Analysis, #DYOR

26 143Followers

6 360Following

5 884Posts total

57.2KViews on collected posts

Последние посты

David ✓@david_eng_mba4 Sep

bitcoin:native is a real option on global monetary adoption. As uncertainty resolves, bad states disappear, expected value shifts right, while the upside stays open. That is increasing convexity: the left tail shrinks faster than the right tail closes. https://t.co/5T5RrmAJ0T 2.3K views · 27 likes · 0 reposts · 1 replies Open on X →

David ✓@david_eng_mba4 Sep

bitcoin:native IS ROTATING INTO THE HARD MONEY TRADE Gold + Dollar Weakness now account for 93.5% of modeled explained co movement 21-day correlation: Gold: +0.74 Dollar weakness: +0.63 S&P 500: +0.23 Share of explained co-movement: Gold: 60.7% Dollar weakness: 32.8% S&P htt 2.5K views · 46 likes · 3 reposts · 3 replies Open on X →

David ✓@david_eng_mba4 Sep

A strong economy means adoption and capital formation continue. Bitcoin: 21M. Fixed. The economy can grow. Demand can grow. Capital can grow. Bitcoin supply cannot. When everything else becomes more abundant, you want to own what stays scarce. bitcoin:native 2.5K views · 68 likes · 5 reposts · 2 replies Open on X →

David ✓@david_eng_mba4 Sep

@david_eng_mba I'm trying to understand how falling volatility can imply a $500k P5. To get even to $500 would require massive volatility won't it? Kinda confused here. 41 views · 1 likes · 0 reposts · 1 replies Open on X →

David ✓@david_eng_mba4 Sep

@david_eng_mba P5到$496K”这个数字我盯了半天，感觉比中位数更扎心——意思是哪怕你倒霉到买在最高点又拿不住，只要没彻底信仰崩塌，八年后也能翻身？那现在割肉的人确实不是输给波动，是输给“不信了 22 views · 1 likes · 0 reposts · 0 replies Open on X →

David ✓@david_eng_mba4 Sep

@david_eng_mba The thesis is powerful: adoption doesn’t eliminate Bitcoin’s volatility, it potentially raises the long-term price floor beneath it. 94 views · 1 likes · 0 reposts · 1 replies Open on X →

David ✓@david_eng_mba4 Sep

bitcoin:native: AS ADOPTION CONTINUES, THE LEFT TAIL MOVES RIGHT Today: $81K 8-year structural distribution: P5: $496K Median: $1.29M P95: $5.41M That is the key insight. As adoption continues, even bad structural outcomes occur at progressively higher prices. The extreme h 5.2K views · 117 likes · 12 reposts · 3 replies Open on X →

David ✓@david_eng_mba6 May

@david_eng_mba Yes. It is. 357 views · 4 likes · 0 reposts · 0 replies Open on X →

David ✓@david_eng_mba5 May

@david_eng_mba @bitcoinent21 It's a beautiful thing. Choose your denominator wisely. 446 views · 6 likes · 1 reposts · 0 replies Open on X →

David ✓@david_eng_mba5 May

@david_eng_mba EVERYTHING WILL TREND TO ZERO AGAINST BTC. IN BITCOIN WE TRUST. IN ‘DEBT’ THEY TRUST. WE ARE NOT THE SAME. Zoom into the image. Created by Mr Bit. https://t.co/MCsluLzJuQ 523 views · 6 likes · 0 reposts · 0 replies Open on X →

David ✓@david_eng_mba5 May

Bitcoin is not just appreciating. It is repricing the world. When major assets are measured in BTC, the trend is brutal: Gold: -37.8%/yr in BTC Silver: -38.5%/yr in BTC S&P 500: -36.8%/yr in BTC WTI Oil: -40.9%/yr in BTC Since 2014, each has lost roughly 99.5% to 99.8% of its 43.2K views · 477 likes · 105 reposts · 30 replies Open on X →

На фоне аккаунтов своего размера

7 постов за последние 90 дней рядом с диапазоном 10K–100K подписчиков. показывается далеко за пределами своей аудитории, и она отвечает.

Медианные просмотры2 331этот аккаунт924медиана для 10K–100K

Охват, %8.92%этот аккаунт3.62%медиана для 10K–100K

Вовлечённость, %2.52%этот аккаунт1.52%медиана для 10K–100K

Показатель	Этот аккаунт	Медиана для 10K–100K	Отношение
Медианные просмотры на пост	2 331	924	2.52×
Охват (просмотры ÷ подписчики)	8.92%	3.62%	2.46×
Вовлечённость	2.52%	1.52%	1.66×

Другие в этом диапазоне → Сравнить с другим аккаунтом → Как считаются эти ориентиры →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

43.2K5 May

523

446

3576 May

5.2K4 Sep

2.5K

2.3K

Last 11 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

1.44%5 May

1.15%

1.57%

1.12%6 May

2.52%4 Sep

2.13%

4.55%

4.88%

3.01%

2.12%

1.20%

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.

What the audience does

Likes73.9%754 in total

Reposts12.4%126 in total

Replies4.0%41 in total

Quotes1.0%10 in total

Bookmarks8.7%89 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Последние посты

На фоне аккаунтов своего размера

Growth & engagement

Views per post

Engagement rate per post

What the audience does

Похожие аккаунты