Sunstone

54 posts

Sunstone

Sunstone

@Sunstonecrypto

Katılım Haziran 2011
304 Takip Edilen31 Takipçiler
Likwid Filius
Likwid Filius@Likwid_Finance·
"Illumina is to Genomics what Tesla is to EV's" I tell people this all the time. It's actually an understatement because Tesla has competition.
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Techbr0
Techbr0@lucas67261771·
Yesterday, it was just a ride. And then, in the blink of an eye, it became something else entirely, a moment where the line between “I’m fine” and “everything changes forever” was thinner than you ever imagined. The kind of moment that humbles you, that shakes something deep inside, that reminds you how close loss can stand without ever announcing itself. I’m very lucky I have one of the biggest,strongest, heaviest moto in the market and I avoided losing my leg thanks to the protections bars that the moto has 🙏 Deutsch Qualitat 🙏 That accident was quite bad, a crazy driver drove on me, being totally distracted … I must have a guardian angel I guess, I will be fine despite the violence of the shock. The ordinary becomes precious. The small things feel louder, more alive. You understand, not intellectually but deeply, that being here is not something to take lightly. It’s not just about how fast things can go wrong. It’s about how suddenly you can be reminded of what truly matters. If you are a rider like me, be extra cautious, I know we hear that every day, but even me, a very experienced rider couldn’t avoid that crash yesterday… Be safe my friends 🙏
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Techbr0
Techbr0@lucas67261771·
Sugar I’m very bullish. Having the same gut feeling I had before my 12x on Oil…. Could be a very big trade imo. That 7D HOB is solid but I like a lot that double fib overlap of the 0618 with the 0.5 where I marked the 👁️♨️
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Sunstone
Sunstone@Sunstonecrypto·
@lucas67261771 Yes, I added as well to my spot position. How do you view corn?
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Techbr0
Techbr0@lucas67261771·
🎯Trump fuckery checked.
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ZERO IKA 🗡️
ZERO IKA 🗡️@IamZeroIka·
Unpopular opinion: luxury has nothing to do with money, yachts, 5-star hotels, or expensive dinners. Real luxury is having time for yourself. It’s being able to switch your phone off, take a long bath, read a book, go for a walk, and sleep eight hours without feeling guilty. It’s living without the constant pressure to perform or keep up on social media. I don’t care about dressing up just to go somewhere expensive and still feel drained. I care about feeling good. Being at peace. Sharing my time with people who matter. Finding joy in simple things like a homemade breakfast, a great movie without distractions, a book you can get lost in. Real luxury is disconnecting from the noise. It’s nature: the sea, the mountains, fresh air. It’s slowing down enough to actually live. That’s it, that’s real luxury.
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Techbr0
Techbr0@lucas67261771·
⚡ The Coming Electricity Supercycle For the last 20 years the digital economy mainly needed software and data. 🤖Now the next phase (AI, robotics, electrification) suddenly needs massive physical energy. And electricity demand is exploding from several directions at the same time. AI models require enormous power. 💡Some estimates show: A single AI data center campus can require 500 MW – 1 GW That’s roughly the electricity of a medium-sized city💡 💡Companies like Microsoft, Google and Amazon are already signing long-term power agreements because they know electricity will become a bottleneck. 💡Everything is Electrifying💡 The global economy is moving toward electricity: Electric vehicles Heat pumps Industrial electrification Hydrogen production AI compute That means electricity demand is rising structurally, not cyclically. Most electrical grids were designed 40–60 years ago. Now they suddenly need to handle: massive renewable inputs huge data centers EV charging networks decentralized generation This creates a giant investment wave in: 🔌 Transmission lines 🔌 Transformers 🔌 Grid equipment The world suddenly needs stable electricity. The big contenders: ☢️ Nuclear (especially SMRs) 🔥 Natural gas ☀️ Solar + storage 💨 Wind But building new capacity takes years, which creates the potential for long-term supply tightness. The electricity boom doesn’t just benefit utilities. It spreads across the entire chain: ⚡ Utilities & power producers ⚡ Nuclear and uranium ⚡ Natural gas ⚡ Copper (massive wiring demand) 🧠♟️ ⚡ Grid infrastructure companies ⚡ Electrical equipment manufacturers Three megatrends are hitting at the same time:AI compute demand, Energy transition and Global electrification When multiple demand shocks hit together while supply takes 5–15 years to build, prices and investment can run for a decade. That’s exactly how commodity supercycles historically start… Past economy >Oil economy Next economy>Electricity economy The next decade may be less about who owns the best software, and more about who controls the power to run it 🙂‍↕️🤝 Now let’s talk about my favorite metal, Copper 🦔🪨 Copper is everywhere in electrical systems: power cables,transformers,EV motors,data centers,transmission grids Electric grids require huge amounts of copper, meanwhile new copper mines take 10–15 years to develop 😏 Imo the world may face a structural copper shortage later this decade, few are thinking about this although it will be so obvious in the future that “copper was the thing bet on “ “ I should have bought copper” 😏 Now, AI requires 24/7 stable electricity, that’s why many governments are returning to nuclear energy. Nuclear needs one key resource >Uranium 🧠☢️ This creates a linked investment theme. AI growth →Electricity demand →Copper infrastructure →Nuclear energy →Uranium supply. Each sector reinforces the next 🦾 Instead of the last cycle being dominated by software platforms, the next cycle may be dominated by energy,infrastructure,critical metals,electricity generation. Old economy: Oil powered growth New economy:Electricity powers intelligence
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Sunstone
Sunstone@Sunstonecrypto·
@lucas67261771 ok, i will take a loan then tomorrow and go all in ;)
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Techbr0
Techbr0@lucas67261771·
🛢️OIL rising 🚀 What’s next? When oil spikes like this, it triggers inflation across the whole commodity chain. The Persian Gulf region exports a huge share of global fertilizers (urea, ammonia, phosphate). Shipping disruptions and gas supply problems have already pushed fertilizer prices higher. Nitrogen fertilizer is made from natural gas Much of that gas and fertilizer supply comes from the Middle East Shipping through Hormuz is disrupted When fertilizer gets expensive: Farmers plant less acreage Or they use less fertilizer ;lower yields Both situations tighten supply. This could reduce corn plantings in the U.S. and push grain prices higher. Iran conflict → oil spike → fertilizer spike → crop supply stress → corn & grain rally Oil also affects agriculture through: Diesel for tractors Grain shipping Food transportation Higher fuel prices push food inflation globally. So with the Iran situation, the commodities most sensitive right now are: 1.Oil 2.Natural gas / LNG 3.Fertilizers 4.Grains (corn, wheat, soybeans) 🧠Agriculture is usually a delayed reaction, but historically it often follows energy shocks. If the Hormuz disruption lasts into planting season, the market could see a large agricultural rally similar to 2008 or 2022. (Check 2008 oil spike ,fertilizer explosion ,corn rally) 🚀 Similar dynamics could appear again if Gulf tensions escalate. 🧠💡Things I’m Watching now is Gold–Oil ratio combined with fertilizer prices. When these move together in a certain way, it has historically preceded large food commodity rallies. The Gold–Oil ratio measures how many barrels of oil one ounce of gold can buy. Typical levels: 10–15 → oil expensive vs gold 15–25 → normal range 25–35+ → gold expensive / crisis environment Example historically: 2008 crisis: ratio spiked before commodities moved 2020 pandemic: huge spike 2022 war inflation cycle: ratio moved again before food inflation When the ratio rises sharply, it usually signals: monetary stress geopolitical risk inflation pressure building Historically, this often happens before agriculture rallies. 💡With a gold at 5192 and Oil at 86.4, the ratio is at 60. 60 is very rare. What a high ratio usually signals It usually means Gold is extremely strong (fear / geopolitics / monetary stress) Oil is still undervalued relative to gold A commodity inflation wave is coming Agriculture moves slower because of planting cycles. Typical timeline: Geopolitical shock Gold rises (safe haven) Silver pumps Oil rises (energy disruption) Gas 🚀 Fertilizer prices jump Farmers reduce planting or fertilizer use Food supply tightens months later Then grains like corn, wheat, and soybeans rally. 2007–2008 commodity supercycle Oil exploded to $147 Fertilizer prices tripled Corn and wheat hit record high The current environment has several similar ingredients: geopolitical tension around Iran rising energy prices fragile fertilizer supply central banks printing liquidity That combination has historically been very bullish for agricultural commodities….
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LavaXBT
LavaXBT@lava_xbt·
Update I've exited my $DOGE spot trade for a total loss on the position of about 8-9%. I think I've exhibited some seriously top tier patience when it comes to this trade, but after 2 months of holding, the price action continues to be absolutely awful, with no signs of strength any where to be found Ultimately, I think the thesis is now invalidated for a significant turnaround from these levels in the market. Doesn't mean I can't position long if there's opportunity, but I haven't seen anything in the order of confirmations for a reversal after many, many weeks I was very correct when I said there was about a 0% chance we would simply continue to the downside once we hit this range, but instead of reversal, we've simply ranged this entire time, and as PA has developed, it's taken on more and more of a distributive character IMO, especially on the individual coin charts such as DOGE with this most recent move sold off heavily into the NY close. The price action below in the chart is nowhere close to bullish as I've allowed it to develop over the last weeks Giving back a small amount of the spot profits made from previous spot trades in the last 12 months, an extremely manageable loss
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Sunstone
Sunstone@Sunstonecrypto·
@lava_xbt thanks for the transparency. Wasn't the trade a HTF one which can still play out within towards June? I will personally hold my spot, derisked a bit and will add if BTC gets another leg down
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Sunstone
Sunstone@Sunstonecrypto·
@lava_xbt To me, the fact that every pump immediately get reversed for so many times the last months, adds fuel to this thesis. At some point the bearish bias must be so deep rooted, any more sustainable relief should perceived as disbelief
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LavaXBT
LavaXBT@lava_xbt·
If the elites wanted to create a black swan event on trad markets, they've already had plenty of ammo to do so. The sentiment and FUD couldn't get any worse short of actual global war and/or nukes dropping What's potentially coming on the horizon is the dissolution of FUD as a scapegoat for a rally, not increased fear (it's already at max) and turbo dumping (we've already turbo dumped in crypto for 5 months straight). The majority has just now realized we may be in the bear market, when legit traders were exiting spot and shorting near the top. If you go back in the history of crypto, you won't find a single example of the level of FUD we currently have resulting in significant continuation of downside. It was always a great time to be buying and creating plans for longs The psychology plays a much larger factor than many realize IMO. Herd consensus is bear market, and much lower is guaranteed. That really isn't debatable. And the fact that all we've done is move sideways, we're seeing more and more time capitulation, giving up, increased fear on any drop and disbelief on any rally. Hatred of any bullish thesis, funding rates deeply negative for months now. Combine all that with how the major charts stand at their current levels (given these updates weeks ago, not much has changed besides Bitcoin deleting it's 2d resistance) and there's much more evidence for upside than downside My primary idea here is corrective upside towards the 🔑 swings followed by macro bearish continuation. Reclaim $98k on Bitcoin and I'll expect sweeps of liquidity near ATHs
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Sunstone
Sunstone@Sunstonecrypto·
@venture_charts Yo venture, just started following you because of the recommendation of Phoenix. Nice approach! But how do I have to guess what asset this is, besides joining your discord 😅😅
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venture
venture@venture_charts·
Rotating into "uncool" trades (that are very likely starting bull cycles)
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ThunderHoof@TheThunderHoof

@venture_charts Funny. BTC is the “uncool” trade to take now in many “experts” opinion. Just like Gold was back then. And this chart looks like just another lower high forming. All the best with your analysis

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Sunstone
Sunstone@Sunstonecrypto·
@Albert_618 Congrats Albert, amazing how you progressed!
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Albert
Albert@Albert_618·
One Year Passed since "It's Albert season 💰" x.com/Moneytaur_/sta… What happened, what changed? The most important thing: In her early 30s my wifey is retired. After reading Think and Grow rich I set my goals. Financials. I reached them. She now can do whatever she wants. Not rich but free. I owed her so much, we went through very hard times - She's my Bonnie - now she's free. I did it. TA: I decoded the mechanics and "secrets" on the DAX - if adapted - a nice income is possible without overcomplicating, thanks to those who went the way with me. I invented an own style on DAX based on MTs teachings and his Edge that pretty much fits my vision of life, character and my timetable (Weekends off - f*ck the system... thats why I attack the DAX). I "gifted" this to the community - who listened can make real good money. Form of giving something back. Movement. Personal: My Karma is clean. I never pretended, close to everything is public, no bullsh*t grifting and only reselling his Edge - yeah I build a business but IMO there is a big difference, the results speak for themselves. People become profitable. Even if they only copy trade me on the trades in the group - it was easy possible to make a living from it. You can see the challenge certificates of the people and they become way more. Moneytaur made us do it. You can see the proofs of my trades - no fake no bla bla - not only an "I called this and that" analyst. I now can call myself a Trader. I make cash in the market. Not 7 figs for now - but only a matter of time and my mental game. I will crush it. No Limits. And the greatest honor: He follows me. I went through all the pain, took the risk, fought my inner fear, invested thousands of hours to see what works. It's not easy. I got beaten up hard. Many days of doubting, close to burnout, no breaks - and here I am. Leveled up. Proud. Goals for next 12 Months are set. I will reach them. x.com/Moneytaur_/sta…
🎯 Master@Moneytaur_

@PlanZ_Crypto It's Albert season 💰

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