@VetleLunde
Shugaban bincike a K33, wani dillalin crypto na yankin Nordic. Shi ne ke rubuta rahotonta na Bitcoin na mako-mako, Ahead of the Curve. A watan Afrilu ya ce $60,000 ne mai yiwuwa mafi ƙasƙanci; Bitcoin ya faɗi zuwa $58,566 a ranar 1 ga Yuli. A ranar 2 ga Yuni ya yi gargaɗi kan ƙarin faɗuwa, kuma ta zo. A ranar 15 ga Satumba ya ce damar hawa ta fi ta faɗuwa, kuma Bitcoin ya tashi da 10.8% cikin mako ɗaya. A ranar 22 ga Satumba ya maimaita ra'ayinsa na hauhawa a $86,597, mafi girman alamar yau da kullum a lokacin da muke dubawa. Tun daga lokacin Bitcoin ya ragu da 6.9%.
A taƙaice. Vetle Lunde shi ne shugaban bincike a K33 kuma yana wallafawa a X a matsayin @VetleLunde. A samfurinmu na hasashe biyar masu kwanan wata daga rahotannin da ya sa hannu, sakamakon shi ne 2 sun cika, 1 a buɗe, 2 sun saɓa. Nasarorin su ne gargaɗin 2 ga Yuni da hasashen hawa na 15 ga Satumba. Kuskuren su ne ƙasan $60,000 na Afrilu da ra'ayin hauhawa na 22 ga Satumba, wanda ya bayar a ƙoli.
Lunde shi ne shugaban bincike a K33, dillalin crypto kuma kamfanin bincike da ke ƙasar Norway. Bayanin X ɗinsa yana cewa “Head of Research at @K33Research, @K33HQ”, kuma wurinsa a X shi ne Norway. Yana kan X tun 2011.
Wani shafin masu jawabi a The Do Lectures ya ce ya kasance ɗan tseren keke na hanya rabin-ƙwararre a ƙarshen shekarunsa na samartaka, ya yi karatu a Norwegian School of Economics, kuma ya rubuta kundin karatunsa kan Bitcoin. Ya lissafa shi a matsayin mai nazari a Arcane Research.
Kowane hasashe a nan ya fito ne daga Ahead of the Curve, rahoton kasuwa na mako-mako na K33, wanda shi ya sa hannu. Mun karanta kowace fitowa da ya sa hannu daga Afrilu zuwa Nuwamba 2026. Mun yi amfani da samfoti na kyauta da ke saman kowane rahoto kawai. Sauran na biya ne. Ba mu yi amfani da fitowar Juma'a da aka sa hannu da “K33 Research” ba.
Sources: k33.com/research (Ahead of the Curve, signed by Vetle Lunde) · x.com/VetleLunde
Matsayin 'yan kasuwa, kwararar kuɗi da bayanan on-chain. Lunde yana karanta funding rates, futures open interest, kwararar ETF, options skew da yawan kayan da ke cikin asara. Yana yawan saɓa wa jama'a: idan 'yan kasuwa suna short kuma suna cikin fargaba, sai ya koma hauhawa, idan kuma leverage ya taru, sai ya yi gargaɗi. Ya fi bayar da yankunan farashi da yanayin kasuwa fiye da maƙasudai. Rahotanninsa suna cewa “we”, don ƙungiyar bincike ta K33.
Yana goyon bayan hauhawar Bitcoin a yawancin rahotannin da muka karanta, tare da gargaɗi idan leverage ya taru, kamar a ranar 2 ga Yuni. A watan Agusta K33 ta ce tana “continues to favor a full allocation”. Bayanin X ɗinsa ya ce yana “having a good time with my bitcoin and my crypto”.
Hasashe biyar masu kwanan wata daga rahotannin da Vetle Lunde ya sa hannu, kowanne an kawo shi kalma-kalma daga samfoti na kyauta kuma an zana shi a kan ainihin farashi. Jimilla ita ce 2 sun cika, 1 a buɗe, 2 sun saɓa.
“We therefore reiterate our bullish bias, supported by stronger momentum, reduced event uncertainty, improving structural demand, limited Strategy-related sell-side risk, modest leverage, and favorable seasonality into the quarter”
An faɗa a $86,597, mafi girman alamar yau da kullum a lokacin da muke dubawa. Tun daga lokacin Bitcoin bai rufe sama da haka ba. Ya faɗi zuwa $76,709 (−11.4%) a ranar 3 ga Nuwamba kuma yanzu yana $80,610 (−6.9%). Kwata ɗin da ya nuna yana kai wa ƙarshen Disamba, amma motsin zuwa yanzu a fili ya saɓa. Ya saɓa.
Source“We therefore reiterate our bullish bias” — Vetle Lunde, K33 Ahead of the Curve↗ k33.com“If either event lands better than expected, BTC has room to react sharply higher, while downside looks more contained.”
An faɗa a $78,173, kafin ƙuri'ar Clarity Act da shawarar Fed. Bitcoin ya sauka zuwa $75,590 (−3.3%) washegari, sannan ya tashi zuwa $86,597 (+10.8%) a ranar 22 ga Satumba, mako ɗaya bayan haka. Yanzu yana $80,610 (+3.1%). Hawan ya yi ƙarfi, saukar kuma ƙarama ce. Ya cika.
Source“BTC has room to react sharply higher, while downside looks more contained” — Vetle Lunde, K33↗ k33.com“K33 views January and October 2023 as the closest analogues and continues to favor a full allocation.”
An faɗa a $78,974, bayan mako na 23%. Bitcoin ya sauka zuwa $75,590 (−4.3%) a ranar 16 ga Satumba, ya tashi zuwa $86,597 (+9.7%) a ranar 22 ga Satumba kuma yanzu yana $80,610 (+2.1%). Kwatancen 2023 suna nuna doguwar hawa, kuma hakan bai faru ba tukuna. A buɗe.
Source“K33 … continues to favor a full allocation” — Vetle Lunde, K33 Ahead of the Curve↗ k33.com“We read the latent selling pressure in those leveraged longs as a warning of possible deeper lows and advise caution, despite our earlier call that $60k was the bottom.”
An faɗa a $71,320. Bitcoin ya faɗi zuwa $58,566 (−17.9%) a ranar 1 ga Yuli, sabon mafi ƙasƙanci na shekara. Daga baya ya tashi zuwa $86,597 (+21.4%) a ranar 22 ga Satumba kuma yanzu yana $80,610 (+13.0%). Ƙarin faɗuwar ta zo, kuma rahoton ya amince da hasashen $60,000 na baya a cikin jumla ɗaya. Ya cika.
Source“a warning of possible deeper lows” — Vetle Lunde, K33 Ahead of the Curve↗ k33.com“We continue to view $60k as the likely low for this drawdown and see higher highs as the more probable path ahead.”
An faɗa a $75,858. Alamar yau da kullum ta farko ta Bitcoin ƙasa da $60,000 ita ce $59,727 a ranar 26 ga Yuni, kuma ya faɗi zuwa $58,566 (−22.8%) a ranar 1 ga Yuli. Ƙasan ya karye, ko da yake da kusan 2% kawai. Ƙolin da suka fi girma sun zo daga baya: $86,597 (+14.2%) a ranar 22 ga Satumba. Yanzu yana $80,610 (+6.3%). Ya saɓa.
Source“We continue to view $60k as the likely low for this drawdown” — Vetle Lunde, K33↗ k33.comSakamakon fahimtarmu ce ta iƙirarin da aka faɗa idan aka kwatanta da ainihin farashi, ba makin marubucin kansa ba. Kowace magana daga samfoti na kyauta ne na rahoton K33 da aka sa hannu, kuma an haɗa mahaɗinsa a katinsa. Rahotannin suna da kwanan ranar Talata; shafin K33 yana nuna Litinin. Rubutu a cikin rahotannin (“tomorrow's FOMC” a ranar 15 ga Satumba, “Today, the U.S. midterm elections” a ranar 3 ga Nuwamba) ya dace da ranar Talata, don haka ita muke amfani da ita. Ana auna kowane hasashe daga alamar CoinGecko ta tsakar daren wannan rana. Rahotannin suna cewa “we”, ma'ana ƙungiyar bincike ta K33 da yake jagoranta. A ranar 29 ga Satumba ya maimaita ra'ayin hauhawa (“we see considerable upside asymmetry”) a $83,479; mun zana shi sau ɗaya kawai, a ranar 22 ga Satumba. Ba a zana rahotannin da suka bayyana kasuwa kawai ba. Hasashen da ba shi da wa'adi yana nan a buɗe har sai farashi ya yanke hukunci.
Wallafe-wallafen Lunde a X kyauta ne. Ga yadda ake biyan kuɗin bincikensa, da kuma inda kuɗinsa yake.
Cikakkun rahotannin Ahead of the Curve na biya ne. Shafin farashi na K33 ya lissafa K33 Research Pro a $300 kowane wata, tare da gwaji na kyauta na kwanaki 30. Samfoti da ke saman kowane rahoto kawai ne kyauta, kuma shi kaɗai muke kawowa.
K33 tana samun kuɗi daga cinikin crypto da dillanci. Teburin bincike mai goyon bayan hauhawa yana taimaka wa kasuwancin dillali, don haka ku karanta rahotannin da wannan a zuciya.
A watan Yuni 2025 K33 ta sanar da fitar da hannun jari don sayen har zuwa 1,000 BTC don takardar ma'aunin kuɗinta, kamar yadda Bitcoin Magazine ta ruwaito. Bayanin X na Lunde kuma ya ce yana “having a good time with my bitcoin and my crypto”. Ba mu gano nawa yake riƙe da shi ba.
“We continue to view $60k as the likely low for this drawdown”
21 Apr 2026 · ya saɓa“a warning of possible deeper lows and advise caution”
2 Jun 2026 · ya cika“BTC has room to react sharply higher, while downside looks more contained”
15 Sep 2026 · ya cikaAn ɗauko maganganun daga tushen jama'a nasa; ra'ayoyi ne da aka bayyana, ba shawarwari ba.
Lunde yana rubuta rahoton K33 na mako-mako, Ahead of the Curve, kuma yana wallafa zane-zane daga gare shi a X. Ba mu sami tashar YouTube tasa ta kansa ba.
Shugaban bincike a K33, dillalin crypto kuma kamfanin bincike da ke ƙasar Norway. Yana rubuta rahoton Bitcoin na mako-mako na K33, Ahead of the Curve, kuma yana wallafawa a X a matsayin @VetleLunde, tare da kusan mabiya 12,000.
A samfurinmu na hasashe biyar masu kwanan wata daga rahotannin da ya sa hannu, Afrilu zuwa Satumba 2026: biyu sun cika, ɗaya a buɗe yake, biyu sun saɓa. Ya yi gargaɗin ƙarin faɗuwa a ranar 2 ga Yuni, kafin Bitcoin ya faɗi zuwa $58,566. Ƙasansa na $60,000 na Afrilu ya karye, kuma ya maimaita ra'ayinsa na hauhawa a ranar 22 ga Satumba a $86,597, mafi girman alamar yau da kullum a lokacin da muke dubawa.
Wani ɓangare. Kowane rahoton Ahead of the Curve yana da samfoti na kyauta. Cikakken rahoton yana cikin K33 Research Pro, wanda aka lissafa a $300 kowane wata.
Ƙaramin kuɗi da 'yan kasuwar perpetual futures ke biyan juna. Idan ya kasance ƙasa da sifili, masu short suna biyan masu long, wanda ke nuna cewa yawancin 'yan kasuwa suna caca kan faɗuwa. Lunde yana ɗaukar dogon lokaci na funding ƙasa da sifili a matsayin alamar cewa short squeeze na iya zuwa.
Ba a san ta a fili ba, kuma babu wani alƙalami mai inganci. Ku yi watsi da duk wani takamaiman adadi da kuka gani a haɗe da sunan.
Lunde yana karanta funding, kwararar kuɗi da matsayin kasuwa. Yaya kusancin hankalinka yake? 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 ilimantarwa wanda aka gina kawai a kan kayan da ke a fili ga jama'a: samfoti na kyauta na rahotannin K33 masu kwanan wata da Vetle Lunde ya sa hannu, da tushen da aka haɗa a kowane hasashe. Ba shawarar kuɗi ko ta zuba jari ba ce. Alƙaluman kimanin ne kuma suna canzawa koyaushe. Spotted an error, or are you Vetle? Gabatar da gyara →
An tabbatar da masu amfani · An ambaci tushe a sama · Hanyar ba da maki · An sabunta 5 November 2026
