Crypto Mumbles – Telegram
Crypto Mumbles
9.45K subscribers
3.12K photos
22 videos
27 files
9.79K links
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
Download Telegram
Crypto Mumbles
https://fxtwitter.com/redphonecrypto/status/1950935017103806708
agree with redphone here as with my thesis

we have to bet on consumer apps for the future of this industry and this time coinbase has the tech+distribution to actually make it work (unlike friendtech)

i would rather take the shot and fail than not supporting a possible breakout consumer app

what does it really cost me?
i threw a small sum into faketaxi as a zero or hero around 3m

suicide stack and will check in a few weeks
🔥1
Forwarded from Wu Blockchain News
Strategy (formerly MicroStrategy) reported Q2 2025 net income of $10 billion, driven by Bitcoin price gains. The company announced plans to raise $4.2 billion through STRC perpetual preferred stock to purchase additional Bitcoin. Its holdings grew nearly 20% in the quarter, from 499,000 to 597,000 BTC, with a total of 628,800 BTC now held—approximately 3% of Bitcoin’s total supply. — link
Forwarded from Ian's Intel
ETF Flows: 31 Jul 2025

🔴 Bitcoin ETFs: -$114.8M net outflows

🟢 Ethereum ETFs: $17.0M net inflows
Forwarded from CryptoCapo TG
Reversal confirmed. Some of my short positions are back in profits.

We should see new lows this month.
😨12🤔2🔥1🤝1
Forwarded from unfolded.
Metaplanet plans $3.7 billion stock issuance by 2027 to fund Bitcoin accumulation — link | AI comment
🤣1
Forwarded from The Kobeissi Letter
The market says the trade war has lost all credibility:

President Trump just seemingly just randomly decided to raise tariffs on Canada from 25% to 35%.

On top of this, he imposed "reciprocal tariffs" on Vietnam, Switzerland, South Africa, Taiwan, Cambodia, Thailand, Malaysia, Indonesia, Turkey, and Venezuela.

Meanwhile, S&P 500 futures are down a mere 10 points, almost entirely due to Amazon's weak earnings results.

In April, this headline would have sent the S&P 500 -3% lower.

The trade war has lost its shock effect on markets.
(@TheKobeissiLetter)
Forwarded from The Kobeissi Letter
Foreign investment into the US is skyrocketing:

US net capital inflows reached a record +$1.76 trillion over the 12 months ending in May.

This metric shows how much outside money is entering US financial markets to buy assets.

Net capital inflows have DOUBLED over the last several months and surpassed the previous peak from a few years ago.

After a bumpy start to the year, foreign investment is piling back into the US market.
(@TheKobeissiLetter)
Forwarded from infinityhedge
TRUMP SIGNED TARIFF EXECUTIVE ORDER

US TO IMPOSE 20% TARIFF ON TAIWAN

US TO IMPOSE 15% TARIFF ON VENEZUELA, SOUTH KOREA

US SETS 19% TARIFF ON THAILAND, MALAYSIA, VIETNAM

US TO IMPOSE 39% TARIFF ON SWITZERLAND