Hypotheses

Madjik's data feeds are based on fundamental hypotheses about market dynamics. On this page we explain all our hypotheses. Many of the hypotheses are un-orthodox, unexpected, or may even feel strange, but they are all based on years of operating in crypto, stablecoin/EMT, fiat, stock/share, derivatives, etc markets. On the Strategy page, we also share some (but not all 😉) of our own trading strategies for your inspiration.
FALSE ASSUMPTION: 🚫 "Tether prints USDT when customers deposit dollars" → ✅ FACT/Hypothesis: Tether prints billions with no proof of corresponding dollar deposits - the money may not exist
Hypotheses

FALSE ASSUMPTION: 🚫 "Tether prints USDT when customers deposit dollars" → ✅ FACT/Hypothesis: Tether prints billions with no proof of corresponding dollar deposits - the money may not exist

Hypothesis HY10072 FALSE ASSUMPTION: 🚫 "Tether prints USDT when customers deposit dollars" → ✅ FACT/Hypothesis: Tether prints billions with no proof of corresponding dollar deposits - the money may not exist Tether claims each USDT is backed 1:1 by reserves. But USDT minting events don't correlate with
3 min read
OUR HYPOTHESIS ✅ = Every blockchain address has a behavioral fingerprint - you can identify bots, whales, institutions, and criminals by how they transact
Hypotheses

OUR HYPOTHESIS ✅ = Every blockchain address has a behavioral fingerprint - you can identify bots, whales, institutions, and criminals by how they transact

Hypothesis HY10071 OUR HYPOTHESIS ✅ = Every blockchain address has a behavioral fingerprint - you can identify bots, whales, institutions, and criminals by how they transact Every address on a blockchain leaves a behavioral signature. Transaction patterns, timing, amounts, counterparties, and on-chain interactions reveal whether an address is a trading bot, market
3 min read
FALSE ASSUMPTION: 🚫 "Crypto prices are set by many independent traders" → ✅ FACT/Hypothesis: A handful of unethical actors set prices through hidden deals and probable fraud
Hypotheses

FALSE ASSUMPTION: 🚫 "Crypto prices are set by many independent traders" → ✅ FACT/Hypothesis: A handful of unethical actors set prices through hidden deals and probable fraud

Hypothesis HY10069 FALSE ASSUMPTION: 🚫 "Crypto prices are set by many independent traders" → ✅ FACT/Hypothesis: A handful of unethical actors set prices through hidden deals and probable fraud Stock prices emerge from millions of regulated participants following laws and ethics. Crypto prices are set by a small number of
2 min read
FALSE ASSUMPTION: 🚫 "Crypto prices have fundamentals like stocks" → ✅ FACT/Hypothesis: Stocks have earnings, crypto has nothing - prices are pure speculation on regulatory and adoption narratives
Hypotheses

FALSE ASSUMPTION: 🚫 "Crypto prices have fundamentals like stocks" → ✅ FACT/Hypothesis: Stocks have earnings, crypto has nothing - prices are pure speculation on regulatory and adoption narratives

Hypothesis HY10068 FALSE ASSUMPTION: 🚫 "Crypto prices have fundamentals like stocks" → ✅ FACT/Hypothesis: Stocks have earnings, crypto has nothing - prices are pure speculation on regulatory and adoption narratives Stock prices are anchored by earnings, dividends, and assets. Currencies by GDP and trade. Crypto has no intrinsic drivers -
2 min read
FALSE ASSUMPTION: 🚫 "Crypto exchanges are like stock exchanges" → ✅ FACT/Hypothesis: Crypto is unregulated - exchanges trade against customers, print money from thin air, and lock exits
Hypotheses

FALSE ASSUMPTION: 🚫 "Crypto exchanges are like stock exchanges" → ✅ FACT/Hypothesis: Crypto is unregulated - exchanges trade against customers, print money from thin air, and lock exits

Hypothesis HY10067 FALSE ASSUMPTION: 🚫 "Crypto exchanges are like stock exchanges" → ✅ FACT/Hypothesis: Crypto is unregulated - exchanges trade against customers, print money from thin air, and lock exits Stock exchanges operate under strict regulations. Crypto exchanges operate in regulatory grey zones where they can trade against their own
2 min read
OUR HYPOTHESIS ✅ = Mining concentrates where electricity is cheap or free - often stolen, subsidized, or politically unstable
Hypotheses

OUR HYPOTHESIS ✅ = Mining concentrates where electricity is cheap or free - often stolen, subsidized, or politically unstable

Hypothesis HY10064 OUR HYPOTHESIS ✅ = Mining concentrates where electricity is cheap or free - often stolen, subsidized, or politically unstable Bitcoin mining is pure electricity arbitrage. Miners locate where power is cheapest - subsidized hydropower, stolen electricity, or politically unstable jurisdictions. This creates geographic concentration risk that affects network security. Trading
2 min read