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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added more deposits into these two vaults on Lighter
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suicide stories are starting to surface

please check in on your friends 🙏🏼
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Forwarded from Mlm onchain
You guys have probably seen this post:

https://x.com/eyeonchains/status/1977071983172231507?s=46

I think there’s a chance it could be him, but why would he publicly dox himself using an ENS? Also, why would CZ even care enough to “post” this to check validity? He should already know who it is, since they’re using Binance. Why would some random salaryman working at various projects be sitting on multi-billions in BTC?
Forwarded from Modo Capital
“This flush has changed crypto forever” nigga shut the fuck up, you’ll be buying Fartcoin on leverage in 3 weeks
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Forwarded from tradfi
*TRUMP: DONT WORRY ABOUT CHINA, IT WILL ALL BE FINE: TRUTH POST
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Crypto Mumbles
no rush https://x.com/52kskew/status/1976777909059961140?s=46&t=nluSw7cwYGx8zFxfoYi5Iw
trump taco-ing so quickly

markets bouncing

still prefer to wait it out, if not im still holding spot bags too

there will be time to fill if anything imo

pay a few % higher as premium for clarity is fine as well
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some tokens really dalai-ed hard in the trenches

these are ones to watch

same for majors

asset selection critical esp at times like these when over half of ct got wiped
i still believe trenches will continue in one way or another, maybe not of the same magnitude as we once saw

but you cannot stop people from wanting to hypergamble

also, there are onchainers i know that didn't touch leverage and were barely affected etc.
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Crypto Mumbles
some tokens really dalai-ed hard in the trenches these are ones to watch same for majors asset selection critical esp at times like these when over half of ct got wiped
tokens with strong sustainable buybacks as a result would be good bids, especially after a hard reset of vapourware

will only be looking at those for majors

in addition to the above message
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Forwarded from The Kobeissi Letter
We've spent the last 10 months analyzing EVERY single tariff development:

Here's the EXACT playbook for investors.

1. Trump puts out cryptic post on tariffs coming for a specific country or sector, markets drift lower

2. Trump announces large tariff rate (50%+) and markets crash to shake out weak positions

3. Dip buyers step in but the head fake rally leads to fresh lows where smart money begins buying

4. After the market closes on Friday, President Trump doubles down on new tariffs to apply pressure

5. On Saturday, the target of the new tariff typically responds or comments

6. On Sunday, before the futures open, Trump posts an announcement saying he is working on a solution

7. Futures open on sharply higher Sunday at 6 PM ET but begin losing momentum into the Monday open

8. After the Monday open, Treasury Secretary Bessent appears on live TV and reassures investors

9. Over the next 2-4 weeks, various members of the Trump Administration tease a trade deal

10. Trump announces a new trade deal and the stock market hits a record high

11. Repeat from step #1

Part of our strong YTD performance comes from following this EXACT playbook in times of trade tensions.

The US is currently on step #6 with China.
(@TheKobeissiLetter)
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will be back to monitor market a bit more closely next week

because if the move doesn't fade, then i think new opportunities will resume spawning

there will always be opps, just a matter of what mode you're playing in

easier mode is equities

whether camp end of cycle or start of parabolic leg, don't hold opinions too tightly and keep rolling w the punches
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