Forwarded from The Kobeissi Letter
BREAKING: The odds of the Fed NOT cutting rates in September 2025 rise to 34%, the highest since August 1st, per Kalshi. https://t.co/LF4bGtCoQD
(@TheKobeissiLetter)
(@TheKobeissiLetter)
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Forwarded from Walter Bloomberg
🚨 HAMMACK: WITH DATA NOW, WOULDN'T SEE CASE FOR SEPTEMBER CUT
(@WalterBloomberg)
(@WalterBloomberg)
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Forwarded from Mlm onchain
The BTC to ETH rotator is now long over half a billion dollars worth of Ethereum, all bought/longed in the past day on Hyperliquid.
https://x.com/mlmabc/status/1958551843740459337
https://x.com/mlmabc/status/1958551843740459337
X (formerly Twitter)
MLM (@mlmabc) on X
Update: He is still going and deposited another 700 BTC ($79M) over the past 2 hours.
He sold this again and longed ETH on a new address. He is now long 108,263 ETH ($460M) across 5 wallets, while also holding 22,343 ETH ($95M) in AAVE and another 8,022…
He sold this again and longed ETH on a new address. He is now long 108,263 ETH ($460M) across 5 wallets, while also holding 22,343 ETH ($95M) in AAVE and another 8,022…
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Forwarded from unfolded.
Global perps open interest reached a new all-time high of $125.51B, surpassing the previous yearly peaks.
Altcoins (ETH plus others) have climbed to their highest share in over a year.
ETH alone holds 34.35%, while the combined altcoin share has risen above 55%, marking a notable structural shift in positioning — link | AI comment
Altcoins (ETH plus others) have climbed to their highest share in over a year.
ETH alone holds 34.35%, while the combined altcoin share has risen above 55%, marking a notable structural shift in positioning — link | AI comment
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Forwarded from Crypto Narratives
I have yet to find a crypto native who predicted that tradfi would go crazy over $ETH during the summer and buy $20bn+ worth of it in 2 months
"Slow summer", "seasonality", "anal August", "$ETH will never trade above $2500 again"...
The sentiment of CT is becoming less and less relevant over time for price moves
If boomers want to buy more $ETH, it will keep going up, simple as that
"Slow summer", "seasonality", "anal August", "$ETH will never trade above $2500 again"...
The sentiment of CT is becoming less and less relevant over time for price moves
If boomers want to buy more $ETH, it will keep going up, simple as that
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Forwarded from Market Metrics
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