Olivia

$QNT will connect every blackchain/network and create a Network of Networks Coming in Q2 $XRP $XLM $DOGE $XDC

I’ve been thinking about this report more from last month… It’s probably extremely bullish for the Neocloud segment like $NBIS (and even $CRWV) more than markets think. Because of the hyperscaler buildout delay spillover. And partly why $META might have signed a $27B deal. Companies that already have secured capacity/component orders for their buildout are likely to be major winners as other competition stalls.

After much reflection, I have decided to resign from my position as Director of the National Counterterrorism Center, effective today. I cannot in good conscience support the ongoing war in Iran. Iran posed no imminent threat to our nation, and it is clear that we started this war due to pressure from Israel and its powerful American lobby. It has been an honor serving under @POTUS and @DNIGabbard and leading the professionals at NCTC. May God bless America.

It's time old man

$POET has crashed 17% after a direct offering of $150m in shares at $7.25. They’re now sitting on a ~$420-$450m war chest with a ~$1.02B MC factoring in 20.6M new shares. IMO this is a decent opportunity as the institutional offering price was $7.25. Poet’s optical interposers are a genuine bottleneck fix to InP and they have a hyperscaler backdoor. Especially because they supply Starlight to $MRVL Celestial photonic fabric. IMO company is 5-8 months a bit early so I’m not personally long. But I personally ended up buying at this level to take advantage of the drop.

@astro__magic Probably nothing 🙂

🫨🫨🫨

@lazyvillager1 @izebel_eth Not onchain but @indexy_xyz Like zora but where you can buy indexe of peoples coins

@izebel_eth Shill me more thx

lots of stuff emerging on-chain that is extremely cool. recently learned about @liquidtrading and @ventuals @felixprotocol has been slow cooking for a while too. @3janexyz also smth i am tracking too any other protocols i should know about?

@ZeroXFiat @astro__magic $i @indexy_xyz is building something like this but zora style

@astro__magic would be fun if we have those eco index perps like ftx times

Binance Launches Composite Index Perpetuals, A Weighted Index Of All Perpetuals USDT Pairs On Binance wonder if their own bsc coins gets higher weight or based on mcap

June core PCE was +0.26%, and the 12-month change was 2.8% ⬆️Revisions: May core PCE was revised to +0.21% from +0.18% (1-month change) and 2.8% from 2.7% (12-month change) April core PCE was revised to 0.18% from 0.12% (1-month change) and 2.6% from 2.5% (12-month change)

@Summerdegen @infinitybanyan Was looking for something like this for ages where you can compare a few coins fast

@Oli10k @infinitybanyan tree capital bot for discord pretty handy, isnt it?

$pepe has done absolutely nothing the entire eth rally. i'd post the chart but it's too boring

@Summerdegen @infinitybanyan What website is this sir?

@infinitybanyan on a lower timeframe, yes, pepe has underperformed competing memes, its at a higher mcap at 5.3B on a higher timeframe pepe did better. Just think it needs time until eth breaks 4k before it goes crazy again, its in a tight accumulation currently

Trump: It looks like it’s about $3.1 billion Powell: I’m not aware of that. Trump: It just came out Powell: You just added in a third building Trump: It’s a building that’s being built Powell: It was built five years ago. 🍿🍿🍿

@fejau_inc @wclemente A few ratecuts should save this

Soft data breaking out higher 👀

@ColdBloodShill Based

Being realistic is very important in bullish conditions. The thought of making more than is realistically possible through your current account size will end up being your undoing. Yes, crazy things are possible, but if you are continuously comparing yourself to others who are sharing 7 figure PnLs but you have a 4 figure account size you're in for a bad time. Stay in your lane, there's free money on the floor, but remember where you are, what's possible, and what represents success.

🔴 Israeli Defense Minister: I instructed the military to respond forcefully to Iran's violation of the ceasefire with high-intensity strikes against targets in the heart of Tehran.

@wclemente They are down 0-10% since last year , hardly a big correction after moving up 40% in a year

@ColdBloodShill Art of the deal ;)

While I continue dealing with this flu I'm looking for some book suggestions. Anything fantasy related. I don't mind non-fiction either as long as the subject material is cool/insightful. Just finished Thinking in Bets which was great. I know you always deliver here.

@TraderMercury Instructions very clear -full send hot air

you see a coin ripping, as the rest of the market downtrends you think to yourself: > 'that's weird, why is this coin going up, as the rest of the market falls off a cliff? doesn't seem right. > at this point, it's already up __%, so buying is not an option; I will short because this asset should soon follow the broader market.' but that's exactly how most people inherently view that dynamic, and "95% of traders lose". you go check funding, it's largely negative. people are paying a premium to be wrong--to bet against the momentum of the trend scoffing in disbelief of the 'oasis' the market has provided in the midst of a 'barren desert' environment the correct way to think about that dynamic, is to envision price as a snowball (or a prize-fighter, as GCR once said; you want to bet on winners) the significance of breaking key levels / reclaiming key trends, allows that strength to compound further the momentum increases, and as the dichotomy between that asset and the greater market becomes more obvious, the outperformer begins to take up a lot more mindshare your feed begins talking about it which means more people 'midcurve it' and opt to short which only adds more fuel to the fire this is something that we see frequently in crypto in fact, it's this very dynamic that drew you to this space, instead of Forex, to begin with. yet, for whatever reason, it seems that we all succumb to the same initial (incorrect) take on any bit of relative strength that is shown in this market - the impulsive desire to countertrade that move because it has the ability to be rationalized quite easily; the rest of the market is going down, why shouldn't this coin too? but the 'winner philosophy' has the ability to be rationalized just as easily: 'wouldn't you want to sell your depreciating assets, and come buy my appreciating asset instead?' when you see relative strength, respect it as such. you'll thank yourself in the long-run. this very concept will be the difference between doing 'okay' in a bullmarket, and changing your life. never forget that.

Current situation: 1. Stocks are falling like the trade war is officially back 2. The US Dollar is falling like the trade war is over 3. Crypto is falling like the bear market just started 4. Treasury yields are falling like rate cuts are back 5. Oil prices are falling like we are entering a recession 6. Gold is falling like we are on track for a soft landing This is simply a rush to the sidelines.

@lazyvillager1 Generational long, right , right??

Mostly out on this and was able to rebuild smth else

Might even be slightly net long