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@0xWeber
didn't trade crypto for half a year (thank God), comfy in prediction markets & building arc
Katılım Kasım 2024
805 Takip Edilen420 Takipçiler
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Introducing Winnr.
The home of decentralized information markets — built for @solana.
Going public with our @colosseum Frontier run.
We are building what Solana's information market infrastructure has been missing. 🧵
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@Tradermayne @ColdBloodShill check out Hyperion Cantos
the best book i read in my life
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no deal on iran is possible in the near future
the demands of both sides simply can’t be met until someone makes huge concessions
iranians won’t do that bc they hold all the cards
us won’t do that bc they can’t abandon the petrodollar
Car@CarOnPolymarket
The best traders I know are heavily shorting Oil and buying “Yes” ceasefire on Polymarket They have doubled down. Some triple
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why do u think he canceled his appearance at CPAC, and the fundraiser at Mar-a-Lago this weekend?
the guy is clearly gonna be occupied with other things
all eyes on Kharg Island
Pentagon Pizza Watch@pizzintwatch
Pizza activity around the Pentagon is experiencing an extreme spike this Thursday evening. Papa Johns Pizza (2.3 mi) at 296%, Domino's Pizza (1.4 mi) at 208%, and Pizzato Pizza (2.2 mi) at 200%. DOUGHCON level is 3.
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WARNING TO ALL BEARS: extremely BULLISH flows coming for BTC in the coming 72-96h
BEAR BUKKAKE AHEAD
"the CME gap fill ULTIMATE short squeeze"
at the end of the move we go to 80-83k per one BTC
what happened so far (in white):
- metals crashed on jan 30
- weekend dump jan 31-feb 1 left a HUGE CME gap
- that CME gap was NOT filled which is a strongly BEARISH signal
- this scared buyers and encouraged shorters to hammer size into an already weak asset causing a massive capitulation deep into 60k value zone even hitting 59s
- massive shorts closing and >1B in spot buying from coinbase and binance (which sold 2.8B in the week before) caught everyone off guard. barely any longs opened here. BTC bounces +20% off the bottom
- consolidation at 7d rolling VWAP around 70k (where the final cascade began)
- early and chasing longs take profit (extreme intraday gains on leverage)
- ptsd underwater longs and spot take the L (gonna crash again, fuck this market etc)
- sidelined traders read CT victory laps and pray for a dip
what happens next (in red):
- all the above behavior causes the price to fall and the 69k support seems to break
- oh no its crashing down again, panic sell
- suddenly the wick gets slurped and the price start trending up
- this is max pain for everyone who is not already in
- longs just took profit but now they have to rebuy
- new shorts are getting liquidated and have to buy
- old shorts (still a LOT of them) roundtrip and have to buy
- people who took the L start sweating and have to buy
- sidelined cattle reads more mogging on twitter and has to buy
the magnet is the unfilled CME gap
this setup is perfect to fill the CME gap all of the above signs point towards that every party involved will be forced to buy if BTC just rips higher
everyone wants a dip and ppl who tell u it will go back to low 60s are just projecting their COPE because they misread the market or didnt have the gut to go LONG as spot was buying a BILLION during US hours
CME gap fills above 81k
the 30d rVWAP is accidentally also at 81.5k
this will be the second leg of the recovery
wait for the fake breakdown and LONG THE SHIT OUT OF IT
see you on the other side

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@probabilitygod historically negotiations in Muscat were indirect through Oman’s mediation
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is this market a bond?
apparently Iran’s foreign minister Abbas Araqchi is in Muscat, per Reuters. at the same time Kushner and Witkoff are also in the region and we know their involvement in diplomatic negotiations tied to US influence in the Middle East (and Russia more broadly).
meanwhile oil prices and crude futures have been trending lower over the past week. feels like the macro + diplomatic pieces are lining up for a meeting to happen in the next few days.
imo this trades like a bond. no strong view on the outcome (even though there seems to be willingness on both sides), but I don’t think this blows up.



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Serbia’s president Vučić just floated the idea that a U.S. strike on Iran could be used as a distraction now that more Epstein files are surfacing and threatening political and financial elites.
at this point he might as well be the counterparty on the “US strikes Iran by Feb 3” market.
But prediction markets aren’t buying the narrative. crowd probability for an attack in the next 48 hours is still only ~16.5%.
If this were truly a coordinated diversion play, you’d expect sharper repricing and heavier flow by now.
Classic tension: political storytelling vs market-implied reality.
I’m still siding with the crowd on this one.

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