Ferbsidian

@esjesjesj Probably all the fake news on x

Why the fuck is he involved

@bariksis Production cost is at 63k .. the 58k / 200 week believers are out of luck. We already tested production cost twice. 63k is the low on any retest

Bottom is in. Sorry for those who were waiting for lower. Thank you Jimbo! See you on the other side 🫡

@scottmelker Solution: Self custody and swap USD stablecoins for a RWA backed treasury security that pays yield. These exist and are legal because they are securities and not payment stablecoins. Same end result.

My core beliefs haven't changed: You should earn the yield on your money – not the bank. They make 5%, you get 1%, and call it “savings.” You should have the right to custody your own assets. No one should be able to freeze your funds. You should be free to transact – privately and globally. None of that should require permission. Somehow, we’ve started cheering as governments take more control and championed legislation that could tighten the noose. What are we actually sacrificing for that “permission?”

@scottmelker Centralized exchanges are just banks in disguise

The entire point of crypto is to opt out of the banking system, not to negotiate away the best parts of this asset class and technology. Fuck the banks.

@MatthewHyland_ Relief rally first

S&P500 Inverse Parabola:

@StealthQE4 Uh no

A quick thought on the Mag 7 and why they are all plummeting It all comes down to energy costs and these data centers All of these companies extended themselves with debt and these data centers need a tremendous amount of oil to work As oil rises expect the Mag 7 to struggle

Funding premiums flipped quite ugly. But that’s what always happens at extreme lows. Big incentive for exchanges clear the short leverage here. The bear trade is way too crowded. The technical setup is way more bullish than the funding premiums suggest. Won’t be surprised if we see some bart Simpson price action.

It’s always darkest before the dawn, everybody. Bitcoin just closed its 5th red month in a row, and if it closes March red, that’ll tie the longest losing streak in BTC history. Last time this happened back in 2018, Bitcoin was sitting at $3,400…and then ripped 300% in just 5 months. I’m not saying we’re about to 10x overnight, but when the VIX is screaming fear, the S&P breaks its 200-day MA, and everyone’s calling for the end…that’s usually means we're getting close to the sun peeking through. Every cycle shows these high-fear moments have always marked the bottom. We’re in one right now.

@TedHZhang It’s still just a correction dude. Stop trading with your vag and emotions.

Everyone seems to think we will V-shape back to all-time highs if the war resolves. The reality is, we've been distributing since October far before the war started.

He’s a shitstain on cryoto. Crypto needs to evolve from the 4 year cycle so people can comfortably build projects. The 4 year cycle cycle destroys every projects lifecycle before it can even begin. His analysis is nonsense and will stop working at some point. But unfortunately people eat it up.

Most annoying person on this platform:

@JimFergusonUK Call of duty black ops failed hard sleeping on these.

🚨 THE WAR JUST CHANGED IN THE STRAIT OF HORMUZ The U.S. has deployed robot war boats. Uncrewed. Autonomous. Potentially explosive. Let that sink in. Pentagon confirms drone vessels are now patrolling during Operation Epic Fury: • 450+ hours already logged • 2,200 nautical miles covered • Capable of surveillance… or kamikaze strikes This is asymmetric warfare in real time. Cheap, fast, and deadly. Ukraine proved it first — crippling Russia’s Black Sea Fleet with drone boats costing a fraction of traditional weapons. Now it’s in the Gulf. And the math is staggering: • Drone boat ≈ $250K • Iranian missile = millions • U.S. destroyer ≈ $2 BILLION This isn’t just strategy. It’s a complete shift in how wars are fought. The Strait of Hormuz is no longer just a shipping lane… It’s now a testing ground for the future of warfare. Watch this closely.

@EthanLevins2 This isn’t 2001 warfare.

Trump today announced a 10 day ceasefire on civilian infrastructure. Israel broke it within 4 hours. They are prolonging the war on purpose to force an American invasion.

@CryptoJebb Shut up. As if you can predict geopolitics

I warned you. #Bitcoin

@mikealfred Derisking into uncertain weekends

@ConstantineA14 @aganstwallst The power of algos

@Ferbsidian @aganstwallst This is indeed the closing bell BUT still huge buys were present exactly one minute before trumps announcement.

🚨 Insider Alert 🚨 Just 15 minutes before Trump made his announcement, there was unusually heavy volume in the S&P 500 and Nasdaq Right after Trump spoke, the market spiked hard, and in a matter of minutes, insiders walked away with millions of dollars in profits This is NOT normal Something is seriously wrong here

@GordonGekko My balding quant says elsewise😂

Fear & Greed Index: 10 TEN. Lowest reading in 16 MONTHS. You know what happened the last time fear hit these levels? BOTTOMS. Every. Single. Time. Extreme fear = extreme opportunity. The market is SCREAMING at you to buy. Are you paying attention?

@TheSkayeth The most bearish people are always the ones who missed the last rally. It’s a cope

The same people screaming "crash" have been screaming crash for three years. They're still in cash. The S&P is still up 50% from where they sold. Panic is the most expensive emotion in finance.

@Booksey I don’t know how anyone ever uses Coinbase for anything else than an on or off ramp. They’ve been raping retail for over a decade with bullshit spreads, and with deposit and withdrawal freezes

The clarity act is needed for US crypto businesses But coinbase is cock blocking us because they only care about themselves I genuinely don’t know how anyone still uses this platform Brian Armstrong is evil in every way and his selfishness has really affected us in this market

@rasmr_eth Not a bad idea. The downside risk is hard to ignore regardless of what you believe to be true. I can see big push to release reserves over this 10 day period for more bargaining leverage.

Closed the 10x Oil long +70%.

@rasmr_eth Unwise to get caught on the wrong side of this. Fully expecting shorts to derisk into the weekend tomorrow.

More predictions for this weekend + eyeing a short oil trade into Friday close Everyone is reading the 10-day extension as a TACO. That's the laziest read. The 10-day extension isn't de-escalation. It's the continuation of an ultimatum. Trump has political cover to escalate this weekend without triggering the more civilian-harmful measures. The ultimatum is still on the table. He's just buying himself room to strike first. Imo his words today show this. "Oil should be higher." "Pain soon.". Trump is priming the markets for fireworks Here's what I think is really happening: Trump is eyeing a low-risk strategic operation this weekend. Not "boots on the ground" in the traditional sense, something more surgical. Don't know war nitty gritty but this can include - targeted strikes - asset seizure - precision op that requires ground presence High reward, low risk, clean narrative if it works. The arb is markets are pricing in something drastic and scary like boots on the ground, full escalation. That fear is what gets oil to $95 on WTI, which is exactly where I want to enter short before Friday close. Then the weekend plays out: → Op begins → Brief panic, contained -> Op normalizes → Monday markets open green → Trump still has his 10 day ultimatum if he wants to escalate further Oil down, twitter in disbelief once again. That's the trade. Trump's quote today "Oil prices should be higher" was the tell for all of this. Will QT this with the actual trade if I enter Friday. - Mister Edge

@ShaMustard @Matt_Hougan That’s where the industry is heading. It’s not there yet. It’s months away. There are already protocols doing exactly this

@Ferbsidian @Matt_Hougan Nothing but the counterparty risk is massive and no one's gonna park millions in that wallet/treasury play at that risk level. It's just not smart

With stablecoins, the banks aren't worried about deposit flight. They're worried about profit flight. These numbers are embarrassing.