US January PPI YoY +3.5% Vs +3.2% Forecast, Prior +3.3%

bridged some to bnb to try catch a few multiples on cz's dog later

if its an existing ticker/ca, i'll probably fade

if not, anything below 50m should be a buy

will use 1-3% of current pf only

meh, fading

save my bnbs

will put a small short on bnb for when this is over

back to observoor mode sitting mostly in stables

enjoy frens

awesome, another token to short

Protocols doing buyback

Radium
- $250-300M of run rate fees vs $1.5B of circulating (5-6x), 70-75% of fees used for buybacks

Hyperliquid
- $400-500M of run rate fees vs $8-9B circ (20x) and entirely used for buybacks

Metaplex
- $40-50M of run rate fees vs $230M circ (5x), with ~$2-3M in monthly buybacks

Geodnet
- $3M of ARR (growing 5-6x YoY) vs $90M circ (30x) with 80% used for buybacks

Jupiter
- $300-400M of run rate fees vs ~$2B circ (6x) with 50% used for buybacks

Link: https://x.com/jamesjho_/status/1890152860463063442

my picks are jup and hype as shared before

rest are interesting to read into

there is also tnsr iirc with vector

market remains resilient on bad news, just eager for a positive catalyst to finally break out

would be good to at least have some exposure or you'll be very underpositioned

lots of alts look bottomed as well

wrote this awhile back but forgot to share

simple write up on why i think jup is attractive for a mid term trade

https://medium.com/@dpycm/the-jupiter-thesis-b6893a75f366

also, good to always keep in mind that

strength in bad times =/= acceleration in good times

its never a given