Forwarded from RunnerXBT Insights (RunnerXBT)
Current "clash" in the Bitcoin orderbooks
Sellers (Mysterious Asian Whale & other OGs)
The 80k BTC guy down to 37k BTC (4B worth)
-> I have Arkham Alert on him, everytime he moves BTC
https://intel.arkm.com/explorer/entity/dd8becc0-ed3e-449d-921d-cc24bf76d0eb
Buyers (mostly ETFs)
BlackRock (IBIT) been carrying for now, Saylor + DATs have been broke for a bit (20m per week is not material)
I whole-heartedly believe, this Chinese "secret" entity/whale is German Government 2.0. and their sell-pressure is suppressing price, will be looking for a leverage long BTC, once they have little left
Also BTC is still correlated to TradFi, which I believe can give a bit of volatility as per few posts above (CPI this Friday, FOMC, China/USA deadlines + Earnings szn)
Sellers (Mysterious Asian Whale & other OGs)
The 80k BTC guy down to 37k BTC (4B worth)
-> I have Arkham Alert on him, everytime he moves BTC
https://intel.arkm.com/explorer/entity/dd8becc0-ed3e-449d-921d-cc24bf76d0eb
Buyers (mostly ETFs)
BlackRock (IBIT) been carrying for now, Saylor + DATs have been broke for a bit (20m per week is not material)
I whole-heartedly believe, this Chinese "secret" entity/whale is German Government 2.0. and their sell-pressure is suppressing price, will be looking for a leverage long BTC, once they have little left
Also BTC is still correlated to TradFi, which I believe can give a bit of volatility as per few posts above (CPI this Friday, FOMC, China/USA deadlines + Earnings szn)
👍10
Forwarded from tradfi
*TRUMP ADMINISTRATION CONSIDERING PLAN TO RESTRICT GLOBALLY PRODUCED EXPORTS TO CHINA MADE WITH OR CONTAINING U.S. SOFTWARE, SOURCES SAY
😁8🔥1
will be heading to the irl trenches for 2 weeks to touch grass
good timing to survive the chop as well
will be a bit more afk, but will be reading when i can
keeps life interesting
good timing to survive the chop as well
will be a bit more afk, but will be reading when i can
keeps life interesting
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Forwarded from Zoomer News
👍3🔥2😁2🎉1
Forwarded from Wu Blockchain News
Polymarket CMO Matthew Modabber has confirmed plans to launch a native POLY token and an airdrop as the predictions market adoption heats up . Bloomberg reported that Polymarket is exploring fresh funding at a valuation of up to $15 billion. — link
Forwarded from Tree News (Tree News Bot)
U.S. CPI: +3% YEAR-OVER-YEAR (EST. +3.1%)
U.S. CORE CPI: +3% YEAR-OVER-YEAR (EST. +3.1%)
U.S. CORE CPI: +3% YEAR-OVER-YEAR (EST. +3.1%)
Forwarded from The Kobeissi Letter
BREAKING: The S&P 500 officially breaks above 6,800 for the first time in history, now up over +40% since the April 2025 bottom.
The S&P 500 has now added +$17 TRILLION of market cap in 6 months. https://t.co/K4vunA1vWU
(@TheKobeissiLetter)
The S&P 500 has now added +$17 TRILLION of market cap in 6 months. https://t.co/K4vunA1vWU
(@TheKobeissiLetter)
👍2
Forwarded from Wu Blockchain News
JPMorgan’s latest report says Coinbase’s potential Base token could be worth up to $34 billion, creating a new monetization path alongside USDC yields and onchain trading. The bank estimates Base’s market cap between $12B–$34B, with Coinbase likely holding about 40% of supply, worth $4B–$12B in equity value. Coinbase currently earns around $400M annually from Circle’s USDC reserve interest. — link
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Forwarded from Zoomer News
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Forwarded from Walter Bloomberg
CHINA AND US REACH TRADE CONSENSUS
China’s Vice Minister of Commerce Li Chenggang announced that China and the United States reached a consensus on key trade issues after “candid and constructive” talks in Kuala Lumpur.
Discussions covered export controls, tariff suspensions, fentanyl-related measures, anti-drug cooperation, trade expansion, and US Section 301 fees.
Li said both sides will now begin internal approval procedures.
(@WalterBloomberg)
China’s Vice Minister of Commerce Li Chenggang announced that China and the United States reached a consensus on key trade issues after “candid and constructive” talks in Kuala Lumpur.
Discussions covered export controls, tariff suspensions, fentanyl-related measures, anti-drug cooperation, trade expansion, and US Section 301 fees.
Li said both sides will now begin internal approval procedures.
(@WalterBloomberg)
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1/ people don’t realise until months after that a bubble has popped
2/ fundamentals don’t decelerate immediately after the pop
3/ calling tops is a fools game
4/ "it's not a bubble if everyone says it is" is false
https://x.com/corry_wang/status/1345192541545766915?s=46&t=nluSw7cwYGx8zFxfoYi5Iw
2/ fundamentals don’t decelerate immediately after the pop
3/ calling tops is a fools game
4/ "it's not a bubble if everyone says it is" is false
https://x.com/corry_wang/status/1345192541545766915?s=46&t=nluSw7cwYGx8zFxfoYi5Iw
X (formerly Twitter)
Corry Wang (@corry_wang) on X
1/ Lessons From The Tech Bubble:
Last year, I spent my winter holiday reading hundreds of pages of equity research from the 1999/2000 era, to try to understand what it was like investing during the bubble
A few people recently asked me for my takeaways.…
Last year, I spent my winter holiday reading hundreds of pages of equity research from the 1999/2000 era, to try to understand what it was like investing during the bubble
A few people recently asked me for my takeaways.…
👍7🔥2🤣1
Forwarded from Modo Capital
the biggest issue with crypto right now is that we are continually rehashing older narratives vs creating something new and exciting that might bring in normie capital.
Revenue meta is just not interesting. and revenue coins will retrace everything after its staircase up elevator down moment.
Memecoin supercycle > 1 year later we were running it back on bonkfun and pumpfun but without the same excitement or volume.
Perp dex meta > aster and apex are just copy trading what hype already did back in 2024
Revenue meta is just not interesting. and revenue coins will retrace everything after its staircase up elevator down moment.
Memecoin supercycle > 1 year later we were running it back on bonkfun and pumpfun but without the same excitement or volume.
Perp dex meta > aster and apex are just copy trading what hype already did back in 2024
👍11