just lol

*S&P 500 EXTENDS SELLOFF TO 6.1%, MOST SINCE MARCH 2020

Bitcoin is not pumping, well, it is, against USD

because USD is dumping on average 1-2% past few days

will be looking at BTC/EUR

… what stage of bear market is this? 😭

You all have probably seen this already on Twitter but posting regardless

*US PUBLISHES TARIFF EXCLUSIONS FOR SPECIFIED PRODUCTS
*US TARIFF EXCLUSIONS APPLY TO COMPUTERS, SMARTPHONES
*US TARIFF EXCLUSIONS ALSO APPLY TO CHIP-MAKING EQUIPMENT
*TARIFF EXCLUSIONS APPLY TO SO-CALLED `RECIPROCAL' TARIFFS

USA went from...
Tariffs on everyone and everything to 90 days pause to "well nevermind"

all in span of 7 days

its quite easy explanation why market is rallying right now, this is in eyes of (many) the actual pivot or "Trump Folding"

Dont take it personal or political, if you are bull this is GREAT news that he changed his mind

fwiw I think crypto can do its own thing all weekend (meaning - go up, as its been doing all weekend so far)

CME open - expecting 2 forces to go against each other
1. Apple/Tech might rally due to the headlines about exemptions on electronics for companies like Apple (APPL up -> Nasdaq up -> BTC up)
Apple accounts for about 8.47% of the total weight of Nasdaq.

2. Friday close rallied on headline from FT (Financial Times) interview with FED lady, that said that FED is ready to step in IF necessary (Treasuries are still an issue)

as per 2) I think its very "misleading" or dishonest to interpret it as either
- emergency rate cut
- QE

emphasis on "if needed"

CME open in 2 hours, weekly close in 4 hours... so hard to navigate anything

-on Saturday they give us "Tariff Exclusion" headlines
-today (sunday) - Lutnick was bearposting all day

and now Trump headline...

a very weird orderflow on BTC since Weekly close (vertical line on the chart)

Open Interest is up +11% in 8 hours while TradFi is struggling since CME open

Lets see if BTC can hold on to a strong decoupling from TradFi (i dont think it can)

starting tomorrow Tech earnings season starts, otherwise rather boring macro calendar ahead of us

Tuesday 22nd - TSLA
Thursday 24th - GOOGL

good website to bookmark

MSTR (Microstrategy/Strategy) Earning Call from couple days ago
I highly encourage you to watch from minute 05:00 to +- 16:00 (11 minutes of your time)

https://www.youtube.com/watch?v=dXk6H1efCsM

TLDR:
- MSTR will buy 21b more of BTC thru ATMs

Last time they did was November 2024 to +-March 2025 (when price rallied from 60k to 110k)

obvious caveat is macro/tradfi & tariff price action, as I believe Saylor + ETF apes can support the price only so long

but this is best "bull thesis" there is out there

Saylor ran thru their "3 year" plan in 6 months and said "we are doubling down"

thank fuck for Trump again

for example, Japanese Metaplanet purchased more BTC previous week than Saylor

these "runners ups" (no pun intended) should be taken seriously

I will try to post here more regularly, but market, to nobody surprise, has been all about BTC, Hyperliquid and maybe 1-2 other altcoins

whereas Crypto Equities are a lot more interesting (via form of PIPE deals) which most people do not have access to, nor can I facilitate them for others..