Should we really sell in may and go away? Historical data + simulated data tells us no. The market structure is pretty different now. This is the first of many interesting data-driven pieces to come Every week, we will be validating/challenging different theses or assumptions that have come to undergird this space Just something purely for fun that me, @2lambro and @RaccoonHKG cooked up over a very quick chat at @snow949494's villa in dubai
🚨 Does “Sell in May and Go Away” apply to crypto? We analyzed 12 years of BTC, ETH, altcoin data, institutional flows, macro correlations & regulation. Our conclusion? It’s no longer valid. 🧵Data on what moves markets in May: co-written by @0xavarek @RacconHKG @2lambro
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