@Andre_Dragosch
Shugaban bincike na Bitwise a Turai, wanda yake nazarin Bitcoin ta hanyar tattalin arziki gabaɗaya da yawan kuɗi a kasuwa. A ranar 7 ga Yuni ya ce ƙasan farashi ya kusa, a $60,855, kuma ya zo bayan kwanaki 24 a $58,566. Ya riga wasu ganin juyawar Agusta. Amma a watan Maris ya ce an riga an saka koma bayan tattalin arziki cikin farashi, kafin farashin ya ƙara faɗuwa da kusan kashi ɗaya cikin biyar, kuma a watan Agusta ya yi tsammanin ja da baya da bai zo ba.
A taƙaice. André Dragosch shi ne shugaban bincike na Bitwise a Turai kuma yana wallafa a X da sunan @Andre_Dragosch. A samfurinmu na hasashe tara a cikin lokacin bincike, sakamakon shi ne 6 sun tabbata, 1 a buɗe, 2 sun saɓa. Hasashensa na ƙasan farashi da juyawa daga Yuni zuwa Agusta sun yi kyau. Ra'ayinsa na farko cewa an riga an saka faɗuwa cikin farashi bai yi ba.
André Dragosch shi ne Darakta kuma Shugaban Bincike — Turai a Bitwise, kamfanin sarrafa asusun kuɗin crypto. Shafukan bincike na Bitwise da kansu sun lissafa shi da wannan matsayi da kuma PhD. Bayanin X ɗinsa ya ce “Views strictly mine” da “Not investment advice”, kuma ya ba da wurinsa a matsayin Frankfurt am Main.
Ya rubuta littafin Exponential Gold: An Institutional Investor's Guide to Bitcoin & Cryptoassets, wanda ya sanar a X. Bitcoin Magazine ta yi hira da shi a ranar 29 ga Satumba 2026 game da ribar takardun bashi da ƙimar samfurin $197,000 ga Bitcoin.
Yawancin wallafe-wallafensa game da tattalin arziki ne: mai, ribar takardun bashi, Fed, cinikin AI da yawan kuɗi a duniya. Da yawa suna bayyana bayanai ba tare da ra'ayi kan farashin Bitcoin ba. Mun zana kawai wallafe-wallafen da suka faɗi alkibla, ƙasan farashi, yanayi ko mataki ga Bitcoin. Ra'ayoyinsa kafin Maris 2026 suna waje da lokacin farashinmu kuma ba a ba su maki a nan ba.
Sources: x.com/Andre_Dragosch (own posts) · bitwiseinvestments.eu · bitcoinmagazine.com
Tattalin arziki da farko, sannan farashin sayayya. André yana kallon Bitcoin a matsayin “canary in the macro coal mine”: tana nuna tsaurara ko sassauta kuɗi kafin hannayen jari. Yana ƙara matakan farashin sayayya na on-chain, kamar farashin sayayya na ETF da True Market Mean, da kuma sauyin farashin options. Yawanci yana da kyakkyawan fata kan Bitcoin kuma yana cewa an riga an saka mummunan labari cikin farashi.
Yana da kyakkyawan fata kan Bitcoin a duk tsawon lokacin bincike, har ma a lokacin faɗuwa zuwa ƙasan 1 ga Yuli. A watannin Maris da Afrilu ya ce an riga an saka koma bayan tattalin arziki cikin farashi. A watan Mayu ya ce farfaɗowar ta wuce gona da iri, kuma a watan Yuni ya ce ƙasan farashi ya kusa. Daga Yuli ya yi hasashen sauyawa zuwa yanayin hauhawa. A ƙarshen Agusta ya yi tsammanin ɗan ja da baya da farko, kuma a ranar 30 ga Agusta ya wallafa cewa Bitcoin “will never be below $60k again”.
Hasashe tara masu kwanan wata daga André Dragosch, duka daga nasa wallafe-wallafen X, kowanne an duba shi kalma da kalma da wallafar kuma an zana shi a kan ainihin farashi. Sakamakon shi ne 6 sun tabbata, 1 a buɗe, 2 sun saɓa.
“I think we will reject at the ETF cost basis and consolidate first because sentiment is very elevated. But I think overall the outlook is very much constructive. I think we will retrace back to the TMM and possibly back to the STH cost basis but then continue the bull market.”
An wallafa a $78,974, a matsayin amsa ga wani mai amfani. Bitcoin ta tsaya a $80,268 (+1.6%) a ranar 28 ga Agusta, sannan ta faɗi zuwa $75,590 (−4.3%) a ranar 16 ga Satumba, kusa da True Market Mean da ya sanya a kusan $76K a ranar 21 ga Agusta. Ba ta kai farashin sayayya na masu riƙe na ɗan lokaci ba, wanda ya sanya a kusan $68.5K. Sannan ta tashi zuwa $86,597 (+9.7%) a ranar 22 ga Satumba. Yanzu tana $84,009 (+6.4%). Ya tabbata.
𝕏 Post“I think we will reject at the ETF cost basis and consolidate first” — @Andre_Dragosch on X↗ x.com“Remember: Last year's closing price was around ~$87.5k If bitcoin still follows the 🟢🟢🟢🔴pattern, then we should at least reclaim that level again.”
An wallafa a $77,712. Matakin shi ne farashin rufewar Bitcoin na 2025. Wallafar ba ta ba da wa'adi ba. Bitcoin ta sauka zuwa $75,590 (−2.7%) a ranar 16 ga Satumba kuma ta tashi zuwa $86,597 (+11.4%) a ranar 22 ga Satumba, ba ta kai matakin ba. Yanzu tana $84,009 (+8.1%). A buɗe.
𝕏 Post“we should at least reclaim that level again” — @Andre_Dragosch on X↗ x.com“Quite likely that we will see a short-term setback in #Bitcoin but what about the longer term?”
An wallafa a $69,291. A cikin wallafar guda ya ce shi “couldn't be more bullish for the long term”, kuma wannan ɓangaren yana tafiya da kyau. Ja da baya na ɗan lokaci bai zo ba. Bitcoin ta tashi zuwa $80,268 (+15.8%) a ranar 28 ga Agusta. Mafi ƙarancin rufewarta tun daga lokacin shi ne $75,590 (+9.1%) a ranar 16 ga Satumba, har yanzu sama da inda ya wallafa sosai. Yanzu tana $84,009 (+21.2%). A matsayin hasashen ja da baya, ya saɓa.
𝕏 Post“Quite likely that we will see a short-term setback in #Bitcoin” — @Andre_Dragosch on X↗ x.com“Extremely low levels of implied vol usually resolve via upside moves. Path of least resistance for bitcoin is up.”
An wallafa a $63,429, lokacin da sauyin farashin Bitcoin da ake hasashe ya faɗi ƙasa da 40. Bitcoin ta sauka zuwa $62,844 (−0.9%) a ranar 17 ga Agusta, sannan ta fasa sama. Ta tashi zuwa $86,597 (+36.5%) a ranar 22 ga Satumba kuma yanzu tana $84,009 (+32.4%). Ya tabbata.
𝕏 Post“Path of least resistance for bitcoin is up.” — @Andre_Dragosch on X↗ x.com“July is shaping up to be the month where we transition from a bear to a bull regime for bitcoin”
An wallafa a $59,968, washegarin mafi ƙasan farashi. Ya ƙara da cewa Bitcoin za ta iya “frontrun the consensus expectation of a bottom in October”. Bitcoin ba ta taɓa rufewa ƙasa da haka ba. Amma juyawar ta yi jinkiri fiye da Yuli: tana $64,743 (+8.0%) a ranar 31 ga Yuli kuma har yanzu tana $64,686 (+7.9%) a ranar 19 ga Agusta, kafin hauhawar. Ta tashi zuwa $86,597 (+44.4%) a ranar 22 ga Satumba kuma yanzu tana $84,009 (+40.1%). Ya tabbata, da jinkirin wata ɗaya.
𝕏 Post“July is shaping up to be the month where we transition from a bear to a bull regime for bitcoin” — @Andre_Dragosch on X↗ x.com“My #Bitcoin bottom probability model has started increasing. Bottom not yet in but we are finally getting closer.”
An wallafa a $60,855. Duka ɓangarorin biyu sun tabbata. Bitcoin ta kai mafi ƙasanta a $58,566 (−3.8%) a ranar 1 ga Yuli, kwanaki 24 bayan haka, kuma ba ta taɓa rufewa ƙasa da haka ba. Ta tashi zuwa $86,597 (+42.3%) a ranar 22 ga Satumba kuma yanzu tana $84,009 (+38.0%). Ya tabbata.
𝕏 Post“Bottom not yet in but we are finally getting closer.” — @Andre_Dragosch on X↗ x.com“Hate to say it but I think that recent rebound in #bitcoin is somewhat stretched in the short term. Both cryptoasset & cross asset sentiment have become quite bullish. Think we bounce off the cost bases at around 80k-81k 1st before reclaiming them for good.”
An wallafa a $79,826. Bitcoin ta ɗan wuce yankin, zuwa $82,018 (+2.7%) a ranar 11 ga Mayu, sannan ta juya ƙasa zuwa $58,566 (−26.6%) a ranar 1 ga Yuli. Ta koma sama da $81K a ranar 20 ga Satumba kuma ta rufe sama da shi kowace rana tun daga lokacin. Yanzu tana $84,009 (+5.2%). Ya tabbata.
𝕏 Post“Hate to say it but I think that recent rebound in #bitcoin is somewhat stretched in the short term.” — @Andre_Dragosch on X↗ x.com“Risk-reward from a macro POV for #bitcoin is significantly skewed to the upside as $btc has been pricing in a recession already well in advance.”
An wallafa a $66,888, a ɓangaren ƙarshe na jerin wallafe-wallafe. Bitcoin ta tashi zuwa $82,018 (+22.6%) a ranar 11 ga Mayu. Sannan ta faɗi zuwa $58,566 (−12.4%) a ranar 1 ga Yuli, don haka mai saye ya jure faɗuwa mai zurfi. Yanzu tana $84,009 (+25.6%). Hauhawar ta zo da farko kuma ta fi girma. Ya tabbata.
𝕏 Post“Risk-reward from a macro POV for #bitcoin is significantly skewed to the upside” — @Andre_Dragosch on X↗ x.com“In other words - even if a global recession materialised, #bitcoin is probably reflecting this already after the -50% drawdown since October 2025.”
An wallafa a $74,005, an ƙare da “Prepare accordingly...”. Bitcoin ta tashi zuwa $82,018 (+10.8%) a ranar 11 ga Mayu. Amma ba a saka duk mummunan labarin cikin farashi ba: sannan ta faɗi zuwa $58,566 (−20.9%) a ranar 1 ga Yuli. Yanzu tana $84,009 (+13.5%). A matsayin hasashen faɗuwa mai iyaka, ya saɓa.
𝕏 Post“even if a global recession materialised, #bitcoin is probably reflecting this already” — @Andre_Dragosch on X↗ x.comSakamakon shi ne fahimtarmu ta iƙirarin da aka faɗa idan aka kwatanta da ainihin farashi, ba nasa maki ba. Kowace magana an ɗauko ta kalma da kalma daga wallafar da aka haɗa a katinta. Kowane hasashe an zana shi a farashin CoinGecko na tsakar daren ranar. Wallafar 3 ga Afrilu ta fita da ƙarfe 20:39 UTC; farashin washegari shi ne $66,823, kusan iri ɗaya. Wallafar 25 ga Agusta amsa ce ga wani mai amfani, kuma matakan farashin sayayya a wannan katin su ne waɗanda ya bayar a nasa wallafe-wallafen a wannan makon. Yawancin wallafe-wallafensa game da tattalin arziki ne ba tare da ra'ayi kan farashin Bitcoin ba, kuma mun bar su. Layin “$1,000 in” a kowane kati yana ɗauka cewa an sayi Bitcoin a ranar. A katunan faɗuwa, yana nuna abin da mai saye zai yi asara ko riba, ba abin da ya ce a yi ba.
Wallafe-wallafen André a X kyauta ne a karanta. Ga yadda ake biyan aikinsa.
Shi darakta ne kuma shugaban bincike na Turai a Bitwise, wanda ke sayar da ETP, ETF na crypto da sauran asusun kuɗi. Kuɗin asusun yana ƙaruwa da yawan kadarori, don haka kamfanin da yake yi wa aiki yana amfana idan masu zuba jari suka sayi crypto. Bayanan bincikensa da taron yanar gizonsa kyauta ne kuma suna tallata waɗannan asusun.
Ya rubuta Exponential Gold, littafi game da Bitcoin ga manyan cibiyoyin zuba jari, wanda ake sayarwa a Amazon. Hanyar da ke cikin bayanin X ɗinsa tana zuwa Amazon ta hanyar alamar tura abokin ciniki.
Bai bayyana a fili ko yana riƙe da Bitcoin ba, kuma ba mu sami wata sanarwa ba. Yana sa hannu a wallafe-wallafensa da “Stay humble and stack Sats”.
“Bottom not yet in but we are finally getting closer.”
7 Jun 2026 · ya tabbata“Path of least resistance for bitcoin is up.”
14 Aug 2026 · ya tabbata“Quite likely that we will see a short-term setback in #Bitcoin”
20 Aug 2026 · ya saɓaAn ɗauko maganganun daga tushen jama'a nasa; ra'ayoyi ne da aka bayyana, ba shawarwari ba.
André yana wallafa zane-zanen tattalin arziki a X kusan kowace rana, tare da hanyoyin zuwa binciken mako-mako kyauta da taron yanar gizo na wata-wata na Bitwise Europe.
Darakta kuma shugaban bincike na Turai a Bitwise, kamfanin sarrafa asusun kuɗin crypto. Yana da PhD, ya rubuta littafin Exponential Gold, kuma yana wallafa a X da sunan @Andre_Dragosch, da kusan mabiya 20,000. Wurinsa a X shi ne Frankfurt am Main.
A samfurinmu na hasashe tara masu kwanan wata daga 18 ga Maris zuwa 25 ga Agusta 2026: shida sun tabbata, ɗaya a buɗe, biyu sun saɓa. Hasashensa na ƙasan farashi na Yuni da hasashensa na juyawar Agusta sun yi daidai. Ra'ayinsa na Maris cewa an riga an saka faɗuwa cikin farashi, da hasashensa na ja da baya na 20 ga Agusta, ba su yi ba.
Wallafe-wallafensa a X da bayanan bincike na Bitwise Europe kyauta ne. Yana aiki da Bitwise, wanda ke samun kuɗi daga asusun crypto ɗinsa, kuma ana sayar da littafinsa a Amazon.
Matsakaicin farashin da kuɗi ya shiga ETF na Bitcoin na kai tsaye na Amurka. A watan Afrilu ya sanya shi a kusan $81,000, kusa da farashin sayayya na masu riƙe na ɗan lokaci da True Market Mean, kuma ya kira wannan yankin iyakar tsakanin faɗuwa da hauhawa.
Ba a san shi a fili ba, kuma babu adadi mai inganci. Kada ku kula da kowane takamaiman adadi da kuka gani an haɗa shi da sunan.
André yana nazarin Bitcoin ta hanyar tattalin arziki da farashin sayayya. Yaya kusancin hankalinka? Auna shi da gaske da Trader Passport.
Yanzu ka gwada hanyarka. Gwada ƙwarewarka kan bayanan kasuwa kai tsaye ba tare da haɗarin jari ba a gasar BuyCrypt kyauta mai kyaututtuka na gaske.
Nazari na bayani da ilimi wanda ya dogara kacokan kan kayan jama'a: rubuce-rubucensa da bayanansa na X na jama'a da majiyoyin da aka haɗa a kowane hasashe. Ba shawarar kuɗi ko saka hannun jari ba ce. Alƙaluma kimanin ne kuma suna canzawa koyaushe. Spotted an error, or are you André? Gabatar da gyara →
An tabbatar da masu amfani · An ambaci tushe a sama · Hanyar ba da maki · An sabunta 7 October 2026
