<![CDATA[The Fairway]]>https://taibbi.substack.infohttps://taibbi.substack.info/img/substack.pngThe Fairwayhttps://taibbi.substack.infoSubstackWed, 20 May 2026 17:15:26 GMT<![CDATA[Another private post]]>https://taibbi.substack.info/p/another-private-post-15https://taibbi.substack.info/p/another-private-post-15Wed, 13 May 2026 22:24:03 GMTFor members only

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]]><![CDATA[A private post]]>https://taibbi.substack.info/p/a-private-post-15https://taibbi.substack.info/p/a-private-post-15Mon, 18 May 2026 23:10:30 GMTFor members only

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]]><![CDATA[Post with embeds]]>https://taibbi.substack.info/p/post-with-embedshttps://taibbi.substack.info/p/post-with-embedsMon, 18 May 2026 22:41:30 GMTtwitter2
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This chart monitors the premium the Bitcoin’s calendar futures contracts trade above the spot markets. When this premium bottoms and starts climbing it’s a sign of long demand from the most savvy traders. Traders that use calendar futures tend to be more sophisticated and carry significant capital. This can be a leading sign the market is about to bottom.
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  • Macro structure: HODLer buying has soften recently with this month’s price pull back, however long term holders remain in a region of peak accumulation. Structurally we are still in a bullish macro region. Despite bearish price action the underlying structure has no signs of a bear market.

  • Short term: HODLers have been buying the dip. Coins are moving off the exchanges. Coins held by HODLers have been rising, recovering from recent weakness. Our on-chain Supply Shock valuation model implies BTC is presently trading at a $6k+ discount.

  • Data from derivative exchanges is showing an uptick in demand, a bullish divergence has formed suggesting the bottom may be in.

  • BTC price action expectation: Price recovery from lows with further consolidation over the weeks of December.

  • Price action conviction: Medium.

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Scenario 2: OPEN below 4504. I think this scenario could be bearish one especially if we fail to take out 4504 within the IB period + trade below 4480. IB is the first hour of trade. In this case my target will be 4462. An impulse move may test NFP lows around 4440.

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  1. If that was not enough, there is a lot of news flow and event risk. At this point, a strong NFP is a liability. A weak NFP may be good for stocks but should not be at the cost of sagging wage inflation.

  2. Expecting balance conditions unless a close above or below my 4536 or 4480.

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Gideon's Substack
Requiem For a Liberal Internationalism That Never Really Was
Chamber of the United Nations Security Council…
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Winter Bear #4394Winter Bears
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Winter Bears is a collection of 10,000 adorable and unique polar bear NFTs available on the Ethereum blockchain. One Winter Bears token is your ticket to future drops, events, and much much more. Joi…
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What is this strange sensation? Why does this man think everything will work out? Where is the doom and crushing morosity? How does he live like this?

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]]><![CDATA[The Default]]>https://taibbi.substack.info/p/the-default-15https://taibbi.substack.info/p/the-default-15Mon, 18 May 2026 22:41:30 GMTThis is what your post will look like. Here's some sample text in Latin: Lorem ipsum dolor sit amet, consectetur adipiscing elit. Mauris fringilla rutrum viverra. Nulla facilisi. Cras sit amet pulvinar erat. Integer condimentum erat nec metus rhoncus auctor. Phasellus non efficitur nunc. Duis egestas bibendum eleifend. Etiam mollis purus ex, vel auctor erat vehicula vitae. Etiam fringilla quam nisl, non venenatis eros porttitor sit amet. Fusce posuere metus turpis, non fermentum turpis iaculis sit amet. Praesent a pretium diam. Nulla blandit dui ex, non sagittis nisi convallis suscipit. Sed gravida sollicitudin orci, at sagittis neque auctor sed. Sed vel orci sem. Duis quam tellus, interdum ut posuere et, semper nec ante. Nam convallis iaculis ultricies. Nam et lectus vulputate leo pellentesque interdum.

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]]><![CDATA[Introduction: The Fairway]]>https://taibbi.substack.info/p/introduction-the-fairwayhttps://taibbi.substack.info/p/introduction-the-fairwaySun, 17 May 2026 23:41:30 GMTThe greatest story never told.

]]><![CDATA[A public post]]>https://taibbi.substack.info/p/a-public-post-15https://taibbi.substack.info/p/a-public-post-15Sun, 17 May 2026 23:41:30 GMTThis is what your post will look like. Here's some sample text in Latin: Lorem ipsum dolor sit amet, consectetur adipiscing elit. Mauris fringilla rutrum viverra. Nulla facilisi. Cras sit amet pulvinar erat. Integer condimentum erat nec metus rhoncus auctor. Phasellus non efficitur nunc. Duis egestas bibendum eleifend. Etiam mollis purus ex, vel auctor erat vehicula vitae. Etiam fringilla quam nisl, non venenatis eros porttitor sit amet. Fusce posuere metus turpis, non fermentum turpis iaculis sit amet. Praesent a pretium diam. Nulla blandit dui ex, non sagittis nisi convallis suscipit. Sed gravida sollicitudin orci, at sagittis neque auctor sed. Sed vel orci sem. Duis quam tellus, interdum ut posuere et, semper nec ante. Nam convallis iaculis ultricies. Nam et lectus vulputate leo pellentesque interdum.

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Sed sed blandit mi, sit amet mollis justo. Sed a quam a ipsum tincidunt faucibus. Cras eu tellus ut metus facilisis mattis a ut purus. Suspendisse ultricies, lacus vel interdum dignissim, tortor sem commodo nulla, a pulvinar turpis risus id augue. Etiam sodales, lacus suscipit egestas interdum, libero tortor posuere est, ac sagittis ante ipsum sit amet risus. Proin vehicula accumsan purus in volutpat. Aenean feugiat augue at ullamcorper accumsan. Suspendisse non faucibus sem. Vestibulum molestie interdum ultricies.

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]]><![CDATA[Dodgy Jairaj Jairaj shatner chatner dodgy post dodgy shatner dodgy post Hamish sinocism petition Bernal Iron & Gold Jairaj petition Jairaj a sinocism stream Chris Legum Jairaj is stream]]>https://taibbi.substack.info/p/random-post-1858e8d4-5313-11f1-933b-3388058bde79https://taibbi.substack.info/p/random-post-1858e8d4-5313-11f1-933b-3388058bde79Mon, 11 Aug 2025 05:50:22 GMTGrapes are alright i guess.

]]><![CDATA[Chris Hamish Jairaj la taqueria cancun stream taqueria taqueria Nathan cancun the one Jairaj Jairaj post Fumi stream]]>https://taibbi.substack.info/p/random-post-1858e8e2-5313-11f1-933b-3388058bde79https://taibbi.substack.info/p/random-post-1858e8e2-5313-11f1-933b-3388058bde79Fri, 01 Aug 2025 16:43:00 GMTGrapes are alright i guess.

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]]><![CDATA[Cancun the dodgy Substack Fumi dodgy Chris Jairaj taqueria shatner taqueria Substack shatner Chris Chris a sinocism cool]]>https://taibbi.substack.info/p/random-post-1858e8d8-5313-11f1-933b-3388058bde79https://taibbi.substack.info/p/random-post-1858e8d8-5313-11f1-933b-3388058bde79Wed, 30 Jul 2025 02:15:13 GMTGrapes are alright i guess.

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]]><![CDATA[Chatner Iron & Gold Chris Jairaj altena Bernal Nathan petition Iron & Gold dodgy dodgy is post altena Hamish cool Fumi Chris dodgy post]]>https://taibbi.substack.info/p/random-post-a3843612-4f1e-11f1-8f4c-9521a34f4a22https://taibbi.substack.info/p/random-post-a3843612-4f1e-11f1-8f4c-9521a34f4a22Wed, 04 Jun 2025 13:10:55 GMTGrapes are alright i guess.

]]><![CDATA[Cancun Iron & Gold Jairaj Legum Iron & Gold Hamish Nathan post Iron & Gold dodgy petition is post one Chris altena post Substack la petition Chris taqueria Jairaj dodgy Nathan]]>https://taibbi.substack.info/p/random-post-d3357acb-4353-11f1-abf3-c36e0d89fbabhttps://taibbi.substack.info/p/random-post-d3357acb-4353-11f1-abf3-c36e0d89fbabThu, 03 Aug 2023 12:47:28 GMTGrapes are alright i guess.

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]]><![CDATA[Shatner is la Chris shatner sinocism la Hamish Substack Jairaj Substack altena is la sinocism Bernal]]>https://taibbi.substack.info/p/random-post-1858e8c7-5313-11f1-933b-3388058bde79https://taibbi.substack.info/p/random-post-1858e8c7-5313-11f1-933b-3388058bde79Sat, 11 Jan 2025 13:45:26 GMTGrapes are alright i guess.

]]><![CDATA[Dodgy cancun sinocism Legum post Iron & Gold Chris Nathan Fumi is Nathan post Jairaj the Jairaj Chris shatner sinocism Fumi dodgy Fumi taqueria Chris is dodgy Chris Jairaj post]]>https://taibbi.substack.info/p/random-post-1858e8cd-5313-11f1-933b-3388058bde79https://taibbi.substack.info/p/random-post-1858e8cd-5313-11f1-933b-3388058bde79Fri, 28 Jun 2024 13:09:28 GMTGrapes are alright i guess.

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]]><![CDATA[Substack stream cancun]]>https://taibbi.substack.info/p/random-post-d3357ace-4353-11f1-abf3-c36e0d89fbabhttps://taibbi.substack.info/p/random-post-d3357ace-4353-11f1-abf3-c36e0d89fbabTue, 29 Nov 2016 08:37:52 GMTGrapes are alright i guess.

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]]><![CDATA[Altena is sinocism Iron & Gold altena Jairaj shatner Fumi]]>https://taibbi.substack.info/p/random-post-a3843610-4f1e-11f1-8f4c-9521a34f4a22https://taibbi.substack.info/p/random-post-a3843610-4f1e-11f1-8f4c-9521a34f4a22Mon, 02 Aug 2021 13:57:20 GMTGrapes are alright i guess.

]]><![CDATA[Dodgy Chris is cancun la dodgy Legum la one petition Substack la petition Chris the taqueria]]>https://taibbi.substack.info/p/random-post-1858e8cc-5313-11f1-933b-3388058bde79https://taibbi.substack.info/p/random-post-1858e8cc-5313-11f1-933b-3388058bde79Tue, 24 Jan 2023 15:48:13 GMTGrapes are alright i guess.

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]]><![CDATA[Post cool the one]]>https://taibbi.substack.info/p/random-post-d3357ac5-4353-11f1-abf3-c36e0d89fbabhttps://taibbi.substack.info/p/random-post-d3357ac5-4353-11f1-abf3-c36e0d89fbabSun, 18 Sep 2022 03:06:24 GMTGrapes are alright i guess.

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]]><![CDATA[La cool dodgy]]>https://taibbi.substack.info/p/random-post-1858e8d6-5313-11f1-933b-3388058bde79https://taibbi.substack.info/p/random-post-1858e8d6-5313-11f1-933b-3388058bde79Thu, 17 Nov 2022 23:57:19 GMTGrapes are alright i guess.

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]]><![CDATA[Stream cool Legum is Hamish is Bernal chatner Substack is Chris petition Nathan]]>https://taibbi.substack.info/p/random-post-1858e8ec-5313-11f1-933b-3388058bde79https://taibbi.substack.info/p/random-post-1858e8ec-5313-11f1-933b-3388058bde79Sat, 12 Nov 2022 00:23:57 GMTGrapes are alright i guess.

]]><![CDATA[Substack a cool a sinocism altena shatner altena chatner Chris Hamish Jairaj Chris stream Nathan Iron & Gold is Fumi taqueria cool]]>https://taibbi.substack.info/p/random-post-1858e8df-5313-11f1-933b-3388058bde79https://taibbi.substack.info/p/random-post-1858e8df-5313-11f1-933b-3388058bde79Tue, 06 Sep 2022 21:28:05 GMTGrapes are alright i guess.

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