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Croe

@Croe23

gm

Katılım Nisan 2013
1.9K Takip Edilen1.1K Takipçiler
Croe
Croe@Croe23·
@decodejar Is ism the main driver or are there others?
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Decode
Decode@decodejar·
You might not be ready for what comes next.
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DurdenBTC
DurdenBTC@DurdenBTC·
FOMC playbook: 25bps + dovish → DXY bleeds, curve steepens → buy dips; ride BTC beta, layer alts on confirmation. 50bps shock → knee-jerk chaos → fade first impulse, risk-on as the liquidity narrative locks in. Always: protect downside. Q4 is setup season, not hero week.
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Decode
Decode@decodejar·
All signs continue to point towards big moves higher for both Bitcoin and the broader crypto market, including your favourite Altcoin, in the coming few months. ISM New Orders (pink) is THE SIGNAL because it is the most leading component of the ISM, and a print above 50 would move it decisively above the centre line. The other two lines show that Liquidity (blue) is already above center and rising fast, and commodity ratios (orange) have bottomed out and are starting to turn up.
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Raoul Pal
Raoul Pal@RaoulGMI·
Just cleaned up my art galleries for The Culture Vault on Opensea. You can now have 50+ galleries making it much easier to showcase and manage larger collections etc. What's in your vault? opensea.io/0x3a4c61928474…
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Raoul Pal
Raoul Pal@RaoulGMI·
Maybe, just maybe it was this easy... I'll chat more about it on tonights' Drinks with Raoul at 6pm ET
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Sam Callahan
Sam Callahan@samcallah·
It was a pleasure to collaborate on another report with @LynAldenContact. This is a comprehensive overview of the current fiscal outlook and highlights why this era of fiscal dominance is likely to be less dramatic than alarmists predict but more persistent than optimists hope.
Lyn Alden@LynAldenContact

I collaborated with Sam Callahan on another research report, this time on the topic of fiscal dominance. Check it out here: lynalden.com/full-steam-ahe…

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Raoul Pal
Raoul Pal@RaoulGMI·
The Meme Lord actually calls his department DOGE and then put a bloody banana on his rocket ship to space and you are nervous of owning crypto at this stage in the cycle, anon? No one owns enough but the window to buy is closing fast...
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PlanB
PlanB@100trillionUSD·
@Sunqu22 M2 2x Gold 2x S&P 5x BTC 20,000x .. something else is going on here IMO (S2F)
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PlanB
PlanB@100trillionUSD·
Bitcoin $3->$63K: 20,000x US M2 money supply $10T->$21T (in trillion on chart): 2x
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PUPPA
PUPPA@PuppaCoin·
THIS IS @RaoulGMI EXPLAINING THE CRYPTO BANANA ZONE TO YOU IN THE SIMPLEST WAY POSSIBLE! PAY ATTENTION! ...and then we hit...the banana zone 🍌
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Tomas
Tomas@TomasOnMarkets·
And if you enjoyed this thread and want to see more just like it - follow me @TomasOnMarkets. I craft regular threads on markets and macroeconomics.
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Tomas
Tomas@TomasOnMarkets·
🌊 Net Fed Liquidity is an important driver of the price of assets like stocks, gold and bitcoin. 📰 And we just had a big week of policy news that has shifted the liquidity picture. 🤔 So what's changed and where is Net Fed Liquidity going next? 📝 Let's take a look... 🧵👇
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Vivek Sen
Vivek Sen@Vivek4real_·
You wake up and see #Bitcoin at $250,000. What are you doing?
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Raoul Pal
Raoul Pal@RaoulGMI·
MFER really are MFERS. I've always loved this NFT and community, and would hold it to zero because it is everything I love about crypto but now we have our own meme currency too and we still don't give two fuxks as ever ! $MFER gg @sartoshi_rip
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Raoul Pal
Raoul Pal@RaoulGMI·
I am really proud to see EXPAAM, the crypto asset mgt business I co-founded, make it onto the HSBC fund of hedge funds list (at the top!), putting digital assets on futher on the map. Digital Assets are finally making waves in TradFi land..
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mleejr
mleejr@MLeeJr·
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Bitcoin Munger
Bitcoin Munger@bitcoinmunger·
The breather overnight brought in more fuel to take us to $70,000. Shorts at $69k are going to get rekt. Tick tock! #bitcoin
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