leftys journal pinned «gonna reopen comments never gonna dm any of you never gonna ask for money will close comments if people post scam links cause i cba to moderate that»
Forwarded from mason_baseball67 (JitFNF)
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Forwarded from doomberg terminal
FED'S WALLER: RETIERATES CASE FOR WHY JULY RATE CUT COULD HAPPEN, SAYS AN EASING WOULD NOT BE POLITICAL
the fed will play ball and they just pump the stock market + btc for the rest of the year probably. i think q4 will be apeshit this year
👏6
Forwarded from coin gooners (lefty's journal gc)
Good apeshit imo. Just going to get wacky. This summer has played out pretty similarly to last summer, I think Q4 will play out pretty similarly to last Q4 as well. IF the cycle ends it will likely be in Q4 as well so blow off top vibe.
However if cycles are dead, I'm of the opinion that we just follow tradfi and bitcoin specifically trades on seasonality that follows institutional money. Q4s are very good, summers are slow, with various pockets of outperformance throughout the year. Probably just keeps going like this until the AI bubble pops. The AI bubble won't pop until there stops being innovation and the technology hits a ceiling.
I don't think that happens for at least a year or two after talking to my very smart friends who work with AI every day or work in the industry
However if cycles are dead, I'm of the opinion that we just follow tradfi and bitcoin specifically trades on seasonality that follows institutional money. Q4s are very good, summers are slow, with various pockets of outperformance throughout the year. Probably just keeps going like this until the AI bubble pops. The AI bubble won't pop until there stops being innovation and the technology hits a ceiling.
I don't think that happens for at least a year or two after talking to my very smart friends who work with AI every day or work in the industry
👏11
Forwarded from Astronomica News
COINBASE PERP: Coinbase Perp will list pumpdotfun (PUMP)
Forwarded from doomberg terminal
According to SoSoValue data, Bitcoin spot ETFs experienced a total net inflow of $1.18 billion on July 10, 2025, marking the 6th consecutive days of net inflows.
BlackRock IBIT: +$448.49 million;
Fidelity FBTC: +$324.34 million;
Ark & 21Shares ARKB: +$268.70 million;
Grayscale BTC: +$81.87 million;
Bitwise BITB: +$77.15 million;
VanEck HODL: +$15.24 million;
Valkyrie BRRR: +$3.21 million;
Grayscale GBTC: -$40.17 million;
Current total net asset value of BTC spot ETFs at $143.86 billion, accounting for 6.37% of the total market value of Bitcoin.
BlackRock IBIT: +$448.49 million;
Fidelity FBTC: +$324.34 million;
Ark & 21Shares ARKB: +$268.70 million;
Grayscale BTC: +$81.87 million;
Bitwise BITB: +$77.15 million;
VanEck HODL: +$15.24 million;
Valkyrie BRRR: +$3.21 million;
Grayscale GBTC: -$40.17 million;
Current total net asset value of BTC spot ETFs at $143.86 billion, accounting for 6.37% of the total market value of Bitcoin.
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the weird scams are back (kenya digital token?) so i think deployers are horny. now we just need some people to have some extra cash to throw around
from my perspective i think it's easy to forget that most people don't have a ton of money and most people lose. we see pnls on twitter all day long no matter the market conditions so it creates the illusion that people are wealthy. but if the airdrop is like a couple grand for a guy that's usually trading with say 1-2 sol (the majority) that is major fuel for onchain to heat up
👏10
Forwarded from coin gooners (lefty's journal gc)
i partly agree with this. depending on how you look at it i think the bonk eco shit shows that there is an appetite for risk, but ceilings are still "low" compared to say last fall/winter. if the airdrop is more than peanuts (if it's at least $1-10k for most people) then i think that sparks something potentially pretty huge
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