ajay

@anothercohen last 24 hours has been eye opening to see how tech bros are basically venture communists disguised as venture capitalists

@PunsterX @dhruv_rathee

Aditya Dhar made 2x4 hours long movie to promote BJP. But bro busted the whole propaganda in a 42 seconds video. 😭

@Nikha3113 @here_soumya this is all performative. raghav is greedy, has low integrity and a full on opportunist

@here_soumya Atleast he is raising the right issues. Give him credit for that

There’s no point in raising issues unless you follow up and make them happen on the ground. Bro treats Parliament like social media. Posts new stuff daily, gets some reach, and then just moves to a new topic.. 🤷🏻‍♀️

@FT @@gladstein @BitcoinPierre @LynAldenContact @MartyBent @robustus @francispouliot_ @BitPaine @danheld

Indian regulator temporarily bans Jane Street from dealing securities on.ft.com/3IdSAbh

@FT @1914ad 👀

@krugermacro @YuviLightman jane street guys are good, terra-luna guys were good, sbf guys were good btc price suppression is organic. nothing phony & unscrupulous about it

@YuviLightman everything bounced not just crypto crypto had the added benefit of circle earnings and the Meta news earlier in the week

Everyone says bitcoin dumps at 10AM every day. I pulled the data, and it's not true. Since Jan 1, IBIT's cumulative return in the 10:00–10:30 window is +0.9%, and in the 10:00–10:15 window it's –1%. Noisy, not a systematic dump. More interesting: the performance pattern in both windows closely tracks the Nasdaq's. The "10AM dump" is just broad risk-asset repricing. The narrative is wrong.

@BitcoinIsaiah @Mandrik btc is ridiculously undervalued in gold terms and also considering compounded massive inflation after covid might be true that jane street btc price manipulation is true and lyn alden was right that 4 yr cycle is dead. we can chop around 70-90k for months

@Mandrik Possible we get a relief rally first. So higher. Then lower. Then higher.

My gut says Bitcoin will go lower before it goes higher. Maybe it's bear market PTSD after going through so many of these. This is why I don't trade and only hodl.

@ctkulp @zerohedge he is pro censorship resistant non sovereign scarce worldwide digital commodity money bitcoin highly likely is the future of money

@zerohedge You seem to be in love with bitcoin ZeroHedge.

For the first time in 2 months, a full day of bitcoin trading without a "motivated seller" taking out the entire bidstack in one trade to crush momentum. Amazing how that works

@openletteryt crypto is dead, long live bitcoin

what happened to crypto, blockchain, NFT, web 3, metaverse 🤔

@GiantsHodl @DPGSpurs @TylerDurden likely plus maybe there's too much paper bitcoin and someone is selling those causing persistent decline in price although it's also a form of makers manipulating the price

@DPGSpurs @TylerDurden It’s market makers manipulating the price. Nobody real is selling here.

It looks like the floor is going to fall out this week. The only buyer is currently Michael Saylor.

@BasedCoinL2 @The_Money_Buddy @Kalshi yeah but why do you prefer eth over btc (ethereum is not eth)? fwiw people who are economically illiterate prefer eth over btc

@The_Money_Buddy @Kalshi ethereum has smart contracts meaning people can easily come and build applications on it

JUST IN: 40% chance Ethereum falls below $1,000

@sircryptotips roger ver's average btc price is 3 dollar and he is retarded when it comes to fundamentally understanding bitcoin being early means nothing

Saylor’s average BTC buy price $76k My average BTC buy price $90 We’re not the only ones, there are LOTS of people who have been around longer than Saylor that know far more than Saylor that are worth listening to, who won’t try to be the middleman between you and your BTC

@RunnerXBT this is most likely already priced in plus high probability that a full fledged iran-us war isn't happening (russia, china, north korea siding with iran). this will be unlike israel-palestine conflict with less intensity

How low does BTC go if USA attacks Iran? 40s?

@BigCheds @Fred_CryptoCold gold is not gold. it's metal. it's the #1 metal but it's metal. not gold

@Fred_CryptoCold ? It’s the #1 crypto. But it’s a crypto

“Bitcoin is not crypto” ? Do you realize how insane that sounds

@BITC_minimalist @BitcoinPierre @mert crypto is mostly noise, bitcoin is signal

@BitcoinPierre @mert Bitcoin is a crypto. Only maximalists don't undertand it. Or refuse to accept it.

it is sad how crypto has a shit reputation in tech circles the fact remains that it is a top 2 technology of grand civilization importance the modern world doesn't work without capitalism and crypto is how capitalism enters the internet age

@mert crypto has shit reputation in tech circles because crypto fundamentally is shit. the only thing that legitimises this shit industry is bitcoin there's a reason people say "there's bitcoin and then there's crypto or bitcoin is not crypto" (zcash is good though)

@takeiteasyUrvy nikhil is an accidental billionaire. dude is a normal guy. below par intelligence

overhead somewhere in indiranagar "agar nikhil kamath ne real india dekh liya toh usko bohot bada culture shock lagega uska dimaag kharab ho jayega" 😭😭😭😭😭

@WSBGold @saylor @RayDalio you have no idea what you're talking about

@saylor @RayDalio Gold carries zero counterparty risk, while Bitcoin still depends on networks, access, and liquidity layers.

@yoshi_v1 a mere 5 billion dollars market capitalisation. the upside potential is ridiculous

ZEC is pumping: up ~20-25% in the last 24H, trading around $305-$325. - volume exploded 70%+, hitting $650-$690M, which is massive for ZEC and signals real buying pressure after weeks of red. - shielded pool is still climbing steadily, around 30% of supply.

@AriDavidPaul @Eric_BIGfund 2/ (hence making a decent impressive return) you wouldn't be writing what you're writing right now all am saying is ari that you're not most likely thinking objectively. it's difficult to get a man to understand something when his salary depends upon his not understanding it

@AriDavidPaul @Eric_BIGfund 1/ ari your analysis is clouded by your rather less-impressive performance in crypto since 2022 especially in btc terms. and you know this but still kinda don't know this objectively if you were investing in other stocks and were mostly btc only guy

High level crypto market take: I’m 50%/50% between two scenarios. A&B. For each, I’ll provide a “steelman” argument. A. The high is in forever (for this set of crypto assets.) This was/is the “final” wave in organic adoption. Everyone has heard of bitcoin and crypto, and have had it pushed on them even by presidents. And regulation is functionally non-existent under this admin, so we can’t blame regulation for poor adoption. I.e. we’ve had every tailwind imaginable, and there doesn’t seem to be much demand or usage beyond what we’ve seen. El Salvador kind of adopted and then abandoned bitcoin…not helpful or useful to their people. Same for so many apps and institutions and companies - they tried crypto, wasn’t useful to their needs in current form. In this scenario, crypto might be in a place like tech in 2000. The internet didn’t go away, but most of the specific companies behind it did. “Cryptocurrency” is real and valuable and world changing as an idea. That doesn’t mean any specific protocol or asset deserves to survive, or will. While we saw some big liquidations in the market…plenty of larger ones to go potentially, pushing things far lower. B. This pullback is just that, a high time frame pullback, a correction. We’re still in the final innings of late stage capitalism and financial nihilism. Bitcoin and crypto should be big winners to the speculative animal spirits, desire for fiat alternatives as part of that. And there’s plenty of good things being built and quietly growing usage in many niches, something will “breakthrough” and change the narrative. And crypto remains an attractive target for coordinated pumps by the rich and powerful, why should they stop now? We just saw massive liquidations of both leverage and sentiment. The true crypto fundamentals are chugging along, getting built, gradual improvement, etc. If these two scenarios were really 50% each, a moderate allocation to crypto would be sensible due to the asymmetric upside. There are of course middle grounds and other scenarios. Maybe bitcoin crashes to $15k-$40k for a year, and then makes new ATHs? That could happen if say MSTR got liquidated along with a bunch of of other crypto firms, and then fundamentals and macro re-asserted bullishly. How am I investing? I’m positioned reflecting the views above - a moderate but reasonable allocation to BTC and some alts as part of a broader portfolio. And I’m getting a bit more active as a trader given the rising volatility and inefficiency in the market. Plenty of opportunity to be nimble. Right now, crypto is bouncing/rallying, I’m playing from the long side. Will re-evaluate with BTC around $90k (that’s a decent target for a bounce).