Crypto Mumbles – Telegram
Crypto Mumbles
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things I mumble to myself about crypto

basically my transparent crypto diary

education, analysis, and trades 🙂

Twitter: https://twitter.com/dpycm
Medium: https://medium.com/@dpycm
Lifemax (non-crypto): t.me/humblespace
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Forwarded from infinityhedge
POWELL: TARIFF PASSTHROUGH TO PRICES MAY BE SLOWER THAN THOUGHT
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Forwarded from infinityhedge
TRADERS NO LONGER FULLY PRICE IN A FED RATE CUT IN OCTOBER
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Forwarded from infinityhedge
POWELL: WHAT WE SEE NOW IS VERY BEGINNING OF TARIFF INFLATION
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Forwarded from RunnerXBT Insights (RunnerXBT)
*MICROSOFT 4Q EPS $3.65
*MICROSOFT 4Q REV. $76.44B, EST. $73.89B
*MICROSOFT 4Q INTELLIGENT CLOUD REV. $29.88B, EST. $29.1B

FOMC & GDP nothingburger, markets fully recovered any and all intraday dips, white house report on crypto released

cue the "nothing ever happens meme"
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Crypto Mumbles
https://x.com/thedefiedge/status/1950776768685855164
i guess when you're terminally online you don't appreciate the small improvements enough (like me)

for folks that haven't been around since the last cycle, they are impressed by the compounding of tiny improvements over time

perspective
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Crypto Mumbles
deposited some money into Liminal to basis farm and its providing decent APY Liminal is a decentralized finance protocol built on Hyperliquid's architecture, providing seamless access to yields generated from funding rates. With a delta-neutral approach,…
my current Liminal strategy is mostly in pump because it has the most elevated funding, try getting in if you can

i've been getting ~38% apy for almost a month now

other than pump, hype also provides ~14% currently

real yield through basis farming, all while farming hype, unit, and liminal airdrops - 3 in 1

really enjoying it thus far, highly recommend

appreciate you, ref:
https://liminal.money/join/DPYCM
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Forwarded from Crypto Narratives
In barely a year Metaplanet went from a struggling micro-cap hotel operator to the largest non-US corporate BTC holder, multiplying its share price by ≈30x, its market-cap by ≈200x, and amassing over $2 billion in Bitcoin.

They won't be stopping here, and their BTC purchases have now become significant.

There will be a similar leading company in every jurisdiction where there is enough capital.

- Capital B $ALCPB and/or Sequans $SQNS in Europe
- The Smarter Web Company $SWC in the UK
- Hong Kong ? Canada ? South America ?

And obviously there are some serious BTC treasury companies in the US that will be buying in size too (on top of MSTR...) : $XXI already holds $4Bn+, $BSTR will hold $3bn too.

All of the largest corporate holders of BTC will be full-stack BTC treasury companies.
Right now, there are only 5 of these among the top 20.

We have still so much room to grow.

If you think the BTC treasury company mania is over, you are most likely wrong.
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onchain looks to be heating up a lil bit

specifically oversold/overlooked pump tokens

interesting observation
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