Michael Sullivan✓

@SullyMichaelvan

Engineer studying the emotional state of the Bitcoin market using language analysis. Writing about my findings at Bitcoin Sentiment Weekly.

2.1K Following18.2K Followers29.3K Posts
  1. Michael Sullivan✓@SullyMichaelvan
    Ya'll asked... I listened. I'm officially kicking off a weekly newsletter for anyone that wants to stay up to date with the most recent changes across the Bitcoin sentiment landscape. First issue is live!
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  2. Michael Sullivan✓@SullyMichaelvan
    Michael Sullivan
    RT @watchbmtv: Bitcoin Sentiment Weekly's Michael Sullivan on why AI makes Bitcoin more attractive: "In a world where things are getting quicker and easier to make all the time... a perfectly scarce asset that cannot be debased or changed... that's especially attractive." "AI is allowing smaller groups of people to completely upend multi-thousand-person businesses... and Bitcoin is immune from many of them."
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  3. Michael Sullivan✓@SullyMichaelvan
    If you aren't a Bitcoin bull right now you're doing it wrong. Reject the doom and gloom. It's a great time to be long the orange coin.
    BMTV @watchbmtv
    Michael Sullivan says buying Bitcoin when sentiment is low "has historically performed extremely well in the years to come": "I continue to think that Bitcoin is at insanely undervalued levels right now, and things look really, really constructive." 👏
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  4. BMTV@watchbmtv
    Michael Sullivan says buying Bitcoin when sentiment is low "has historically performed extremely well in the years to come": "I continue to think that Bitcoin is at insanely undervalued levels right now, and things look really, really constructive." 👏
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  5. Michael Sullivan✓@SullyMichaelvan
    Going live on BMTV to talk Bitcoin sentiment in a few minutes. Come hang out!
    BMTV @watchbmtv
    Watch BMTV LIVE from 9:30-11:30 AM ET Guests: 9:35 AM - Michael Sullivan (@SullyMichaelvan) 10:10 AM - Andre Dragosch (@Andre_Dragosch) 11:00 AM - Ethan Vera and Sam Hallene (@ethan_vera, @samiam2194) Tune in!
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  6. Michael Sullivan✓@SullyMichaelvan
    Michael Sullivan
    RT @CrucibleLive: Todays Crucible: Fear, greed, or the real signal? @SullyMichaelvan reads the sentiment on Bitcoin! Missed it live? Link to our podcast archive in the thread below 👇
    The Crucible @CrucibleLive
    Good morning! Set your reminder and join us today at 10:00 am EST!
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  7. Michael Sullivan✓@SullyMichaelvan
    Michael Sullivan
    RT @JustinBlanck: My fellow pyjama ninja @SullyMichaelvan with all the Vibes this morning on the spaces!
    The Crucible @CrucibleLive
    Todays Crucible: Fear, greed, or the real signal? @SullyMichaelvan reads the sentiment on Bitcoin! Missed it live? Link to our podcast archive in the thread below 👇
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  8. Michael Sullivan✓@SullyMichaelvan
    Michael Sullivan
    RT @WalkerAmerica: NEW EPISODE with @_Checkmatey_ and @SullyMichaelvan just dropped on @TitcoinPodcast Watch it here: We discuss: • Has Bitcoin finally run out of sellers? • Why price is recovering while Bitcoiners still feel bearish • Hoping Bitcoin goes up isn’t the same as buying it • Bitcoin adoption happens “one funeral at a time” • Why AI can copy almost anything—but not Bitcoin’s history
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  9. Michael Sullivan✓@SullyMichaelvan
    Michael Sullivan
    RT @andysmith_asap: I have not watched it yet but every time i see @SullyMichaelvan its dam good!. Watching it now. Bitcoin Is Up. Why Do Bitcoiners Still Feel Bearish? | James Check & Michael Sullivan
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  10. Michael Sullivan✓@SullyMichaelvan
    The bears want you afraid. The bears DEFINITELY don't want you to too see all the signs of disbelief in the market. But the signs are there for those with the eyes to see them... Bitcoin looks bullish. Here's James, Walker, and myself discussing this thesis in detail.
    THE Bitcoin Podcast @titcoinpodcast
    Bitcoin’s Disbelief Rally: Who Is Left to Sell? @_Checkmatey_ & @SullyMichaelvan with @WalkerAmerica Fountain: YT: Rumble: Spotify: Apple: Get Emailed:
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  11. Michael Sullivan✓@SullyMichaelvan
    Live now! Come hang out and chat Bitcoin sentiment.
    The Crucible @CrucibleLive
    Good morning! Set your reminder and join us today at 10:00 am EST!
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  12. Michael Sullivan✓@SullyMichaelvan
    Michael Sullivan
    RT @CrucibleLive: Good morning! Set your reminder and join us today at 10:00 am EST!
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  13. Michael Sullivan✓@SullyMichaelvan
    Michael Sullivan
    RT @_checkonchain: Bitcoin investor sentiment is showing an interesting divide. Newer investors are expressing historically high levels of anger and declining optimism, while experienced holders are considerably more positive. In our latest piece, @_Checkmatey_ collaborates with @SullyMichaelvan to combine sentiment and onchain profitability data, exploring why these two groups see the Bitcoin market so differently.
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  14. Michael Sullivan✓@SullyMichaelvan
    Teamed up with Checkmate to put together another fantastic piece to start your week. A lot has happened in Bitcoin since we collaborated on Peak Apathy... This go-round, we combine sentiment and onchain data to answer a different question. Is this actually a disbelief rally?
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    _Checkmate 🟠🔑⚡☢️🛢️ @_Checkmatey_
    We're back with another collaborative piece with Sultan of Sentiment @SullyMichaelvan. Last time we joined forced we discussed Peak Apathy during the late stage bear. This week, we're analysing what onchain + sentiment analysis tells us about Disbelief.
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  15. _Checkmate 🟠🔑⚡☢️🛢️✓@_Checkmatey_
    We're back with another collaborative piece with Sultan of Sentiment @SullyMichaelvan. Last time we joined forced we discussed Peak Apathy during the late stage bear. This week, we're analysing what onchain + sentiment analysis tells us about Disbelief.
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  16. Michael Sullivan✓@SullyMichaelvan
    Michael Sullivan
    RT @jonwillbanks: Great interview. If you aren’t following @SullyMichaelvan, you’re missing out.
    True North @TNorth
    $MSTR holders are more convicted than Bitcoiners. And the data proves it. @SullyMichaelvan joins @AdamBLiv to break down the sentiment data behind amplified Bitcoin, $BTC's philosophical civil war, and why he thinks we’re in a disbelief rally. Timestamps: 00:00 Intro 01:39 Bitcoin’s Philosophical Civil War 06:29 Why Buy Bitcoin Treasury Companies 11:30 The Merton Model Explained 22:33 Bitcoin Sentiment Hits Historic Lows 32:41 How Michael Measures Sentiment 37:47 MSTR Holders Vs. Bitcoiners 44:20 The Coldcard Divide 47:49 Strive Sentiment After The Reverse Split 53:48 Is The Bitcoin Bottom In? 57:07 Bitcoin’s Correlation With Gold 59:29 Closing Thoughts
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  17. True North✓@TNorth
    $MSTR holders are more convicted than Bitcoiners. And the data proves it. @SullyMichaelvan joins @AdamBLiv to break down the sentiment data behind amplified Bitcoin, $BTC's philosophical civil war, and why he thinks we’re in a disbelief rally. Timestamps: 00:00 Intro 01:39 Bitcoin’s Philosophical Civil War 06:29 Why Buy Bitcoin Treasury Companies 11:30 The Merton Model Explained 22:33 Bitcoin Sentiment Hits Historic Lows 32:41 How Michael Measures Sentiment 37:47 MSTR Holders Vs. Bitcoiners 44:20 The Coldcard Divide 47:49 Strive Sentiment After The Reverse Split 53:48 Is The Bitcoin Bottom In? 57:07 Bitcoin’s Correlation With Gold 59:29 Closing Thoughts
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  18. Michael Sullivan✓@SullyMichaelvan
    Michael Sullivan
    RT @AdamBLiv: I had an awesome conversation with @SullyMichaelvan on a personal theory of mine: Investors deliberately choosing amplified Bitcoin exposure may have even stronger conviction than Bitcoiners themselves. @SullyMichaelvan and I put that hypothesis to the test using actual investor sentiment data. The findings are fascinating. Lots of interesting signal as we look into the data here. You’re gonna want to check this one out!
    True North @TNorth
    $MSTR holders are more convicted than Bitcoiners. And the data proves it. @SullyMichaelvan joins @AdamBLiv to break down the sentiment data behind amplified Bitcoin, $BTC's philosophical civil war, and why he thinks we’re in a disbelief rally. Timestamps: 00:00 Intro 01:39 Bitcoin’s Philosophical Civil War 06:29 Why Buy Bitcoin Treasury Companies 11:30 The Merton Model Explained 22:33 Bitcoin Sentiment Hits Historic Lows 32:41 How Michael Measures Sentiment 37:47 MSTR Holders Vs. Bitcoiners 44:20 The Coldcard Divide 47:49 Strive Sentiment After The Reverse Split 53:48 Is The Bitcoin Bottom In? 57:07 Bitcoin’s Correlation With Gold 59:29 Closing Thoughts
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  19. Michael Sullivan✓@SullyMichaelvan
    Had a fantastic conversation with Adam discussing the philosophical divide in the Bitcoin community... and why I continue to believe we're in a disbelief rally. If you watch till the end, I promise you'll get a perspective on $MSTR sentiment you've never heard elsewhere.
    True North @TNorth
    $MSTR holders are more convicted than Bitcoiners. And the data proves it. @SullyMichaelvan joins @AdamBLiv to break down the sentiment data behind amplified Bitcoin, $BTC's philosophical civil war, and why he thinks we’re in a disbelief rally. Timestamps: 00:00 Intro 01:39 Bitcoin’s Philosophical Civil War 06:29 Why Buy Bitcoin Treasury Companies 11:30 The Merton Model Explained 22:33 Bitcoin Sentiment Hits Historic Lows 32:41 How Michael Measures Sentiment 37:47 MSTR Holders Vs. Bitcoiners 44:20 The Coldcard Divide 47:49 Strive Sentiment After The Reverse Split 53:48 Is The Bitcoin Bottom In? 57:07 Bitcoin’s Correlation With Gold 59:29 Closing Thoughts
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  20. Michael Sullivan✓@SullyMichaelvan
    Man, this Bitcoin dip would be really scary if I was a bearish little bitch.
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  21. Michael Sullivan✓@SullyMichaelvan
    Michael Sullivan
    RT @TheReckoning21: The Revealing | The Reckoning 000 Episode zero. Apocalypse means an uncovering. Before the first live show, @Erikcason and @WalkerAmerica sat down to say what they’re afraid of, what they hope for, and why it’s one fight. The digital panopticon. P(doom) vs P(boom). The strongman temptation. Edited, scored and fact-checked on screen by The Reckoning’s own AI voice, in one shot. Erik and Walker watched it before it went out and didn’t change a thing. Apocalypse or abundance? That is up to us.
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