RunnerXBT Insights – Telegram
RunnerXBT Insights
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Market thoughts/commentary of @RunnerXBT
Serious topics only - no shitposting or memes

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Trump speaking in 25 minutes, if by a miracle he is on time

❗️
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Coinbase Premium for BTC is the highest its been for months (since random week in December last yr)
=== ETF bros are buying
dont have your hopes up high, he is almost never on time
when does the pedo actually speak smh
Trump is finally in the room
"nothing boring about this" RE: bombing Iran
what the actual fuck is the bozo ranting about LOL
RunnerXBT
GIF
he is now shilling American jews
RunnerXBT
I might be completely retarded (yes I am, but digging deeper this evening before NVDA earnings) into CRCL earnings and what Jeremy said (CEO) about USDC usage and interception with AI TLDR: stablecoins being used by AI + agents => usage go boom boom boom…
my team & I started a long-position in CRCL (Stock), looking to hold this until next Earnings in few months time (entry is few % lower)

thesis is simple:
-Agentic environment will transact and we believe it will be via stablecoins/rails/infra
-How do I "long" this thesis? Which companies are "legit" enough for big AI companies to trust? (Tether and Circle)
- For normie like myself its impossible to long Tether, but I have access to US-respected & MiCa compliant USDC
- new FED chair will get in his role around the same time there is next CRCL earnings

i dont mind sharing a stock trade as its not a complete scam unlike ... crypto
also by sharing it here, i will have people message me useful info & research
BTC very strong compared to tradfi

no jinx? 😋
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Genuinely very strong against all other risk-assets

much harder imo to be short BTC these last couple days
Forwarded from tradfi
*TRUMP: US NAVY TO BEGIN ESCORTING TANKERS THROUGH THE STRAIT OF HORMUZ AS SOON AS POSSIBLE IF NECESSARY

*TRUMP: DFC TO PROVIDE POLITICAL RISK INSURANCE AND GUARANTEES FOR ALL MARITIME TRADE IN THE GULF EFFECTIVE IMMEDIATELY
RIP Tether
Forwarded from tradfi
*LUTNICK VOLUNTEERS TO TESTIFY ON EPSTEIN TIES - AXIOS