Karma-ChargeCat 人不可猫相
9.7K posts

Karma-ChargeCat 人不可猫相
@KChargecat
Crypto Class '16 Ex TradFI & Hedge Funds Full time Shitposter May accidentally give financial advice (sometimes) Intern for @Degenspartan (Probation)
Pyongyang NK Beigetreten Ocak 2021
1.3K Folgt984 Follower
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Been half a decade in Singapore now.
Lived in 7 countries.
This is the only place I’ve seen get noticeably better every single year.
New MRT stations popping up.
Healthy stream of new HDBs and condos.
Public spaces being improved.
Better restaurants.
List goes on.
All things considered, still the best run country on Earth.
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Why is @HyperliquidX so different from all the other DEXs and Perps players?
Right time, right place, and right tokenomics says the HYPE MAN @CryptoHayes
After years of protocols hoarding value and ignoring their token holders, Hyperliquid flipped the script: performance for traders, value-sharing for holders, and incentives that actually align the whole ecosystem.
@Maelstromfund
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🚨 THIS IS WHY YOUR CRYPTO BAGS ARE DUMPING
It's not due to quantum FUD.
It's not due to the Fed being hawkish.
The biggest reason is the liquidity crisis.
As of now, a massive amount of liquidity has been drained by the US Treasury to refill its TGA account.
In the past month, Treasury has sucked out almost $150 billion from the economy.
Now add an already weakening economy on top of a liquidity crisis, and we have a perfect recipe for risk-on asset underperformance.
And crypto is not the only thing that is being sold off.
All the Mag7 stocks have been down YTD in 2026, with a few of them down 12%-15% this year.
So, does that mean the dump will continue?
Well, the TGA balance is already at $922 billion, and this has been the ceiling since the 2020 pandemic ended.
So until a pandemic or WWIII starts, the next step will be the TGA balance going down, which will inject liquidity back into the market.
On top of that, $150 billion in tax refunds will hit the market by March, which will bring more dry powder and could bring a relief rally.


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I'm not a buyer yet, but if I were to be a buyer, imo the areas to watch for $BTC are:
~$80K: Nov '25 low, local low of this "bear"
~$74K: April '25 low, Tariff Tantrum low, just below $MSTR's cost basis (~$76K)
~$70K: Top of $50-70K range, near '21 high
~$58K: 200W SMA & on-chain cost basis (RV = ~$56K)
~$50K & below: bottom of the weekly range below, psychological, below this number you would see "death of BTC" calls once again
Importantly, I don't care what happens. If we rally from here, I'll ride what I have and diversify my portfolio, if we fall apart I'll buy more $BTC & select cryptoassets.
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@KyleSamani 'if you dont know where the yield comes from, you are the yield'
@DegenSpartan
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Feels like the organic flow of the market went from 30-40% few months ago to less than 5% now.
Most crypto price action now is probably just market makers trading against each other and some occasional structural selling from unlocks.
Most active liquid guys are just passively observing now.
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How a founder should feel about subpar product.
Justin Bieber@justinbieber
If I hit this dictation button after sending a text and it beeps and stops my music one more time, I’m gonna find everyone at apple and put them in a rear naked choke hold Even if I turn off dictation I somehow hit the voice note thing The send button should not have multiple functions in the same spot
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I talked briefly about this on Threadguys pod yesterday but the current crop of dats has to start becoming operating companies beyond just piles of crypto as their mnavs descend and this could be a huge source of M&A for the industry if they start buying up existing crypto businesses. Hermida @switchboardxyz has been very vocal to me about this path for dats he sees forward to save them
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@scottmelker I respect you. But why do a public bet when you have more to lose than him?
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He thinks that going from 1 BTC to .1 BTC is the same as .1%.
Either he can't do math or thought he could lie for clout.

Jesse Olson@JesseOlson
@TheGoldPrairie Hopefully he thanks me for not taking his money. He even dm'd me to drop it to .1%, lol. #Gambler
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