SOLO is doing pretty well :)

Shared some thoughts about SOLO if you are interested:

https://x.com/cryptostreamhub/status/1996484007437971676?s=46&t=FcAqf5jAZB9UOKPTe-O_Aw

By the way, I also think we're (almost) through the bear phase.

Maybe a bit more bumps in december but …

I like where Trump is going with the announcement of the new Fed chairman.

This aligns with my ideas over the last few weeks and months.

The mega catalyst is Trump appointing a puppet Fed chairman and pushing it to the limit.

Regardless of whether that happens, the market will anticipate news and updates on that matter.

We recently saw that, and I think it's also the reason for the mini rally to $92k.

Yesterday, I saw a video where Trump hinted at the new Fed chairman for the first time. I don't personally know the guy, but afterwards, I saw headlines about "worried bond investors."

Worried bond investors mean lower interest rates and possibly more economic stimulus.

That's exactly what we want to see.

It's not great for inflation or the world overall, but it's great for risk assets.

At the same time, he had every incentive to hold back liquidity and incentives over the past few weeks.

The treasury does have tools that can meaningfully influence liquidity in the economy.

From a strategic perspective, it makes sense to:

1. Clear out anything that impacts markets negatively well before the midterms—ideally in late Q3 and Q4—so that any downside is absorbed early.

2. Cool the economy and markets ahead of the midterms, creating a lower baseline so that any subsequent improvement appears more pronounced.

GM, quick question do you guys regularly watch crypto podcasts/streams?

If yes I wonder which you are watching.

Thanks for all the answers, they're a great help!

I'm thinking of focusing more on content creation again, so I'm currently brainstorming ideas for formats.

The good thing: I came up with a pretty unique & interesting content format.

The bad thing: It would work best on TikTok 💀

I downloaded TikTok yesterday and watched some videos for research purposes and it was even worse than expected.

Interestingly, YouTube Shorts is an entirely different experience.

I sometimes watch them in the YouTube feed, but I'm careful not to use the scrolling algorithm so I don't get sucked into this hell.

However, the shorts shown on the timeline are often high-quality, interesting videos.

Do you watch short-form videos?

I always feel like I have to strictly distance myself from them.

A bit more fuckery before we go up again IMO.

Just a few more weeks, hold strong, Q1 could be good.

Bought a bit

MetaDAO in case you were wondering

Haven't bought enough, hope we dip again.

Would probably be smart to TP the +20% on the META trade ahead of FOMC.

But I‘ll hold onto mine since I didn’t get full size in and I‘m happy to just hold it for longer if we correct again.

Just a few more weeks of
chop… I still think Q1 will be good.

Hope you are doing well?

Starting to get cautiously bullish again, think we might see some kind of rally soon.

that was fast lol

Crypto looks pretty ok! (at least a bit better)

What do you think?