Why This Run is Different, Complex, and Ultra Bullish

-$16 billion in stablecoins will be paid to creditors from FTX
-In 6 months, BTC ETFs saw $18 billion in inflows, a feat that took gold over 4 years
-Over the past 9 months, $USDT market cap added $28 billion, mirroring the 2020 pre-bull run
-The Global Liquidity Index shows strong correlation to global liquidity
-U.S. states are increasingly pro-bitcoin
-Goldman Sachs plans 3 tokenization projects
-BlackRock is buying up coins
-Oklahoma's 'Bitcoin Rights' law supports self-custody, mining, and transactions
-Leading candidate Donald Trump is a strong crypto supporter
- CZ to be released soon and run back his trading desk.

touched grass over the weekend, but market looks sendy

i think the coming week will be key

there are still people arguing for a pullback or deeper move down after this bounce

sideliners are still plenty

run up from here and sideliners will be forced to get back in to align consensus again

new ath in light speed if that happens

was clearing my wallet and realised i received some bouncebit airdrop

its like finding money in your jeans

always grateful for free money

added small bag of lmeow to hold

mispriced culture made a lot of sense to me

same thesis as retardio back when it was sub 20m

https://x.com/GemYardBTC/status/1815033680198562263

Biden drops out of election: Campaign

🔗 link

.

few X-es so far, lets see if market reprices it higher

this was the tweet

also, theres a new byeden i aped the new too to see which the market prefers

https://vxtwitter.com/dpycm/status/1813955329438457948

if youre wondering why market is tanking, its because trump has lower chances against other candidates as compared to biden

you can check the replies under this post

https://x.com/slippage/status/1815086103877259771

hehe? hehe.

will tp hehe otw up and rotate profits back into billy to build a bit more size

billy to a billy

idea stays the same: https://news.1rj.ru/str/cryptomumbles/9394

not sure who is pumping hehe so hard, but i'm happy to take greens off pumps

It's become clear now that the funding rates are not providing very valuable info anymore, mostly because of Ethena that mechanically pushes it down.

This means that it's harder to know when the market is over-leveraged, but in the same time, you don't have to pay insane funding fees for weeks, and that is pretty cool.

Founders doing gud BD 🤣

CNBC: The “Trump trade” could unwind after President Joe Biden withdrew from the 2024 presidential election, throwing his weight behind Vice President Kamala Harris.

The Trump trade refers to plays on stocks that are expected to benefit if the former president returns to the White House.

CNBC previously reported that Wall Street sees a Trump win as good for stocks as the Republican candidate has called for lower taxes and deregulation. Conversely, traders predicted green energy stocks would be hit by Trump’s proposed tariff hikes, which some economists said could lead to higher inflation.

Asia markets were mostly lower Monday morning in the first region to resume normal trading following Biden’s announcement.

Michael Brown, senior research strategist at Australia-based broker Pepperstone, told CNBC the withdrawal was largely expected, given mounting pressure from Democrats and a “disastrous debate performance.”

Brown said he expects volatility across asset classes, given that uncertainty has been injected into the election, with the race for the White House now considerably more open. The strategist predicted the U.S. dollar would soften as some of the “Trump trade” unwinds, adding that he believes the prospect of a Democratic victory has marginally increased.

He also expects stocks will fall in the near term, but noted any dips should be seen as medium-term buying opportunities, given that the Federal Reserve is still expected to cut rates, and both economic and earnings growth remain resilient. The U.S. is slated to report its personal consumption expenditure numbers — the Fed’s preferred inflation gauge — for the second quarter on Thursday.

dither silently creeping back to 8m

still holding and i think it’s still undervalued below 10m

functional ai prediction model

not a big part of my pf but still worth mentioning