CharlieV.
96 posts

CharlieV.
@Sammy72031
Avid creator/consumer of all things visual and musical
Next to you Katılım Ekim 2021
155 Takip Edilen39 Takipçiler

I think it needs explaining that although I see an elongated cycle it doesn't mean my analysis is right. The breadth and depth of macro/crypto analytics framework I've added since 2021 is massive and I'm happy with the probabilities currently but things can change...
At GMI we have done tremendous amounts of work on this all at the nexus of crypto and macro in The Everything Code. It comprised of over 4,000 charts (serious).
However, I am not a guru.
We all need to take lifestyle chips off the table to secure our own future.. I can't dictate that. In RV too we will do our best to help as many people as possible,
But we are not, and will not be, perfect.
This is your choice alone. Not mine.
Only you can actually protect your own future and thus limit regret if the market reverses or even it explodes higher.
I'm guessing I'll take 25% to 30% off into year end but I don't know yet. It's based on my own circumstances, not yours and its based on my p&l and not yours.
Also don't forget that your risk profile is different to mine...
I can afford to take outrageously concentrated risks like having 80%+ of my liquid stack in Sui.
But based on my work I think Sui it outperforms most others majors. I am not a maximalist and my portfolio can and will change but I will let you know if my analysis changes.
My job for myself is to maximise profits with best risk adjust returns.
For most, just buy BTC, ETH and SOL
My job for myself is to max profits with best risk adjust returns I think are available.
The Banana Zone won't fix your shitty asset allocation. If you have had a decent portfolio you will already be up 5x to 10x from the low.
If you are newer, don't chase gains, time in the market is vital, you should make money this cycle but here is more to play for over time,
You have 5 years or so to Unfuck your Future.
Please don't fuck it up.
This will be my pinned tweet so you can refer to it.
Just let it all play out and take profits on the way.
Good luck.
My work suggests the next 6 to 9 months can change all our lives but don't bet on it exclusively.
If you want to reduce risk and also play for higher prices consider selling some and buying longer dated calls in due course, where you can only lose your premium (as I did in 2021 with ETH and only risked 5% for a potential leg higher which failed).
I appreciate your attention in this matter.
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@elliotrades You crypto YouTubers are all so full of shit. It’s always the same schtik…. After this big announcement TO THE MOON…… Banana zone incoming…… Once this regulations passes we’re going tp Valhalla…… just STFU
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This is it
This is the big one
Just as everyone gave up
Perhaps by design, but that's another topic
Watcher.Guru@WatcherGuru
JUST IN: 🇺🇸 Senators reach deal with White House to resolve crypto stablecoin yield dispute with banks.
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@jasonpizzino BTC crashed to make way for 2026 alt season … right?
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@realDonaldTrump Can you now drop some mental bunker busters on our clown commy prime minister Albanese when you get a spare minute. God bless America. Love from Australia 🇦🇺
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I don’t speak loudly about what I’m building. Not because I’m lost,
but because I’ve learned the strongest foundations are laid in silence.
Just because you don’t see every move
doesn’t mean I’m not moving.
I’m not asking for advice.
I’m not seeking direction.
I’m not lost.
Unsolicited opinions say more about your need to be heard, than my need to be guided.
I have a plan… a solid one. And I’m following it.
You won’t hear the construction.
Only the unveiling.
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People are yet to understand that we have a macro hedge fund manager running the Treasury, not an ex-Central Banker.
He deeply understands liquidity impacts and how to drive financial conditions to drive liquidity and how that in turn drives the economy and markets.
His entire strategy is to lower the three legs of Financial Conditions - dollar, rates and oil to goose the business cycle (ISM)
Our GMI Financial Conditions Index is screaming higher (conditions loosening) as is Global M2 and even more importantly GMI Global Total Liquidity.
The effects should kick-in in the next week or two and the recovery in asset prices and economic data should be sharp in the coming weeks and should be persistent.
I'll do a full video on this for all on Monday. Can't stress how important this all is vs Tarrifs! "narratives"
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@tradetravelchil Loved it Anni. Bring on the long play analysis.
Sammy V
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Wow you guys really liked my new content style that I did on YouTube yesterday and helped me crack 58k subs! THANK YOU!!! 💙
I've wanted to make content like this for such a long time but I was worried all you wanted to hear from me was trading setups.
You've warmed my heart with your support for this.
@pedrosilva has interviewed @joaopfc , the Director of Product of Constellation on the channel today. It's an amazing interview, be sure to check it out to learn more!

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@jasonpizzino Prey the EU become as crypto bullish as US. Surely they could flick us a few beans 🤷🏻♂️
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Euro Top 50 Stoxx is just 2% away from a NEW ATH; that's a 25-year-old top set back in 2000.
#18yearcycle #winnerscurse 🚀

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@RealAlexJones You keep us grounded in recent Disneyland of fud.
Thank you Raoul 🙏🏻
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Breaking! WH Press Sec Sets Record Straight Federal Funding Freeze To Totally "Confused" DC Elite Media
More Breaking News And Reports Here:
x.com/i/broadcasts/1…
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@Shibtoken @ShibalnuNews It’s stagnant price… given me a chance to buy before it rips in 2025
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@StatsAda @AltcoinDailyio Your wifes boyfriend put you up to that comment?
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@AltcoinDailyio In other words, Solana is another project that is slowly losing relevancy.
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@RaoulGMI Fuck em… they can start their own channels and give their 2 cents worth whilst struggling in their shit warehouse jobs.
#bananacartel 🍌
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Bitcoin, real estate, stock markets and altcoins are setting up for the biggest pump in history. I think it has already started, but there are still plenty of investors asking, "When will it start?". Look around, the markets have been up for years and don't look like they will stop any time soon. Especially not now that we have a perfect "This time is different" scenario brewing within US politics. Go get the GAINS while they're alive and kicking! Happy Thanksgiving 🇺🇸🦃
Watch today's video now 👇
youtu.be/AvYaK8ep-Ek?si…

YouTube

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@Bungamedingos @thewallstbulloz @aplusk @Ripple @EarnCurve After Kamala’s failed campaign with big celebs… I trust none of the rock spiders in that world
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@thewallstbulloz @aplusk @Ripple @EarnCurve RippleNet will do well. XRP… imo overstated. It will only be used as an “option” bridge network for cross border payments
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