most recent note from JPM discusses how the popularization of 0DTE options can lead to a systemic Sp500 crash due to its reflexivity implications.

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Bankrupt Mt. Gox’s Largest Creditor Plans to Keep Returned Bitcoin

[terminal] : Silvergate announces plans to liquidate in an orderly manner

imp data today

Unemployment Claims est; 195K

Dubai Time: 7:30 pm
United States Pacific Time: 6:30 am
Europe Central Time: 10:30 pm
Turkey Time: 8:30 pm

Fed terminal rate now pricing in 100BPs from Fed..

NFP (Non-farm Payroll data) is due tomorrow.

We have seen NFP beat the estimated data for 10 straight months..

Another Strong one?!

$HTUSDT

Banks in trouble; never a good sign.

top losers Are top banks today

All fud will be released today

Bank run with SlVB -60% in a single day.

largest single-day BANKS selloff across the U.S bank stocks since 2020.

China People's Bank liquidity is closely connected to btc price..

Smart money (Stablecoin vs all coins Holdings) 22%

March 2008 - Bear Stearns
March 2023 - SVB Financial

fractals?

European Equities Will Be Unable to Escape Bank Stock Meltdown

The performance % of tokens with unlocks over the last 3 months from Bullish Unlocks; to back Shorting the Token Unlocks Strategy is back again

I will be writing my thesis , covering macro and token positioning, as we now have a significant amount of time :-