MCSnMOVE
283 posts

MCSnMOVE
@MichaelCarrSmit
New York, Auckland, Multi-Family Office managing public and private assets.
NY Katılım Şubat 2013
174 Takip Edilen71 Takipçiler

@Crowded_Mkt_Rpt I’m not long = it’s a bubble. Never a truer word. 🤫
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MCSnMOVE retweetledi

@GWInvestors Well navigated @GWInvestors. Great governance. Even better are the outcomes
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What a day it was! Market recap video is public today.
NVIDIA FAILED: WHY YOU DON'T CHASE THE NEWS IN TRADING! youtu.be/VmarIIyFCWQ?si…

YouTube
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@CarpeNoctom Now that is interesting!! Why? was thinking too myself this week, I must look it up as constant user/payer…. Nice one J.
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@Crowded_Mkt_Rpt Well what do you know. ATH! Just as we discussed back in May. What a hoot.
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@Crowded_Mkt_Rpt Well that was a bullish finish to US equity indices that I can recall in a while, post the Moodys credit downgrade.
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@Crowded_Mkt_Rpt Very good. And where most of the volume occurs
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Last lesson from 2025 so far, the market close is the most important data of the day, the intraday price action will fool you more times than not. Again, with much negative news being released there have been some pretty extreme down moves in risk assets during the day. But by the end of day these were mostly, if not all, erased. The close gives us a more important read on market behavior than any intraday move.
Crowded Market Report@Crowded_Mkt_Rpt
2nd lesson so far this year. The path is very hard to determine, discipline is everything. A perfect example is the British Pound, which has been a long CMR process trade for about a month now. While the asset has spent a lot of time moving both up and down as the news flow has been released, it is now sitting on the highs since the trade was entered, despite a dearth of positive news being released.
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New Zealanders balk at Trump claim that Americans split atom time.com/7208628/trump-…
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@Crowded_Mkt_Rpt Bearish media gets eyeballs and paid subscriptions
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@Crowded_Mkt_Rpt Spent all of January so far reading “smart” investment research. Unanimous.
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@CarpeNoctom No it does not. Far from it.
Stick to your knitting and ignore the BS circulating.
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MCSnMOVE retweetledi

10\ What’s Next?
* $12B TVL ✅
* $35B in transactions ✅
* Institutional trust ✅
* Retail adoption ⏳
You may not have heard of @provenancefdn before, but in the near future you will for sure!
The team is cooking ... stay tuned and find out more on provenance.io

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