Capriole Founder Bullish on Bitcoin Despite Recent Weakness

Key indicators in Edwards’ analysis:

  1. Heater Indicator (Derivatives Sentiment):
    • Tracks perpetual swaps, futures, and options markets.
    • Recently plunged as BTC fell, cooling overheated leverage.
    • Currently in the green zone, historically signaling local bottoms (similar to Nov 2022).
  2. Dynamic Range NVT (Network Value to Transactions):
    • Measures BTC’s market cap vs. transaction volume.
    • Recently dropped below the lower band, suggesting Bitcoin may be undervalued.
    • Indicates potential for upside in the short term.

Edwards’ view:

“We have some big headwinds to resolve (like institutional selling), but I cannot be bearish with Heater in the deep green zone today + fundamental value across the board.”

Implication: BTC may see short-term gains as derivatives sentiment cools and on-chain fundamentals indicate undervaluation.

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