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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most bullish case ofc is horizontal accumulation before sending like we’ve seen before earlier in the cycle
popcat a billy without spot listing

up
think at this point the market has chosen its dispersion winners

just slam into them imo, instead of trying to figure out something new and waiting for market to reprice it

as strength becomes clearer while there are too many assets to choose from, the margin of outperformance will only increase
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Crypto Mumbles
i like this take on defi #reads https://x.com/lazyvillager1/status/1838772809776136491?s=46&t=nluSw7cwYGx8zFxfoYi5Iw
defi is not cyclical narrative that requires innovations as a spark, but a play on tapering conditions

when yields become attractive again in a tapering environment, inflows happen

tldr eth up soontm
Crypto Mumbles
happening rn
big winners starting to emerge in sui

grand scheme of things still early imo

starting to see bigger clips, apes, and eyes into sui
by bigger clips it’s high 4 figs btw, gives you a gauge

in sol people ape 5 figs and more
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Forwarded from Walter Bloomberg
CHINA TO ISSUE $284 BLN OF SOVEREIGN DEBT AS PART OF FRESH FISCAL STIMULUS-SOURCES

SOME OF THE FISCAL SUPPORT MEASURES COULD BE UNVEILED AS EARLY AS THIS WEEK-SOURCES

HALF OF THE STIMULUS PACKAGE DESIGNED TO STIMULATE CONSUMPTION, THE OTHER HALF TO HELP LOCAL GOVERNMENTS TACKLE DEBT PROBLEMS-SOURCE

FUNDS TO PROVIDE MONTHLY ALLOWANCE OF ABOUT 800 YUAN PER CHILD TO ALL HOUSEHOLDS WITH TWO OR MORE CHILDREN, EXCLUDING FIRST CHILD-SOURCE
(@WalterBloomberg)
can’t wait to get back to my desk and start printing

did it earlier this cycle gonna do it again

one last chance
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this time will be more aggressive in taking profits and cashing out

run it up, realise half, run it up again, repeat
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Forwarded from Walter Bloomberg
US FINAL Q2 GDP +3.0% (CONSENSUS +3.0%)
(@WalterBloomberg)