Pepper

fuck it bottom

@yogurt_eth can I just buy more tao instead im legit in a 3rd world country rn

@yogurt_eth can I just buy more tao instead

@yogurt_eth Templar?

@hellojintao @0xsmac I simply do not believe “top signals” hold any weight after coins get destroyed, only before

@hellojintao @0xsmac it’s widely accepted that december 2024 was a major top but read the replies then ct only notices “top signals” after coins get obliterated x.com/zemirch/status…

chamath is shilling a prediction market “deep dive” to his paid group and you’re bullish?

@bull_genius Well deserved

>marmot >be over 9000 thank you to everyone tuning in so far!

@SoftServedGummy @Pivot922 @plur_daddy honestly impressive

@Pivot922 @ZeMirch @plur_daddy I still haven’t won a bet. I’ve bet every game.

Equity bears are at the brink of insanity given resilience in the indices, but odds of a breakdown are increasing now. Equities top slowly as passive flows and rotational dynamics can hold up indices for a long time. There are many structural forces rigged to push them higher, and thus it takes a lot to make them go down. Over the course of an equity bull market, buy-the-dip behavior continually gets reinforced, and the majority of capital will be controlled by adherents to this mantra. In theory, the longer prices remain coiled, the larger the move once they exit the range. This nuke in gold suggests there are liquidity issues brewing under the surface. It feels like a preview of what is going to happen to crowded trades. My theory is the Middle East is selling gold to shore up capital, as they have lost their revenue, and have many expenses around defence. They will also need to rebuild lost energy infra, and eventually, new pipelines to reroute around Hormuz. The buyback window is starting to close, and the sugar rush of higher-than-usual tax refunds is starting to fade. Retail has been a key marginal buyer of equities in these past weeks, and the fading of the tax refund tailwind is critical. The market is gradually coming to terms with the fact that this conflict may last for a long time. On a conventional level, the US and Israel have completely dominated Iran, but Iran has an asymmetric edge when it comes to controlling world oil prices through Hormuz. Trump can still end it, but the issue is that the US cannot simply leave, a ceasefire with Iran must be struck in order to guarantee that Hormuz is reopened. In order to strike a ceasefire, Iran wants to see a guarantee that the US and Israel won't attack them again (at a bare minimum), and it will be difficult for the US to get Israel to agree to that. Trump is used to being able to quickly maneuver according to his whims, as he did with tariffs, but the complex interlocking physical realities of war are different. Oil shocks often contribute to the end of bull markets, since they constrain consumer spending, hit manufacturing, and lower the ability of central banks to offer support. Indeed, the Fed came out slightly hawkish yesterday, and Powell also hinted that he may stay in his Governor seat post his role as Chair ending, which would constrain Trump's plans to unleash liquidity. We have a stronger dollar and long duration bond yields are going up over the world, which tightens liquidity. The Middle East is tight on money now and they were the marginal bidder in many assets. In particular, they were a key funder for AI capex through their investments in the frontier labs. They've been 40-50% of recent big rounds. Remember other deep pockets like Softbank are close to being tapped out. Any dollar that goes into these rounds will have to come out of something else, like liquid stocks (look at my pinned post for this broader thesis). And if we have any signs of risk to AI capex expectations, this will be a major shift that the market needs to contemplate. I've said this before, but puts are a difficult way to express bearish equity views because timing is so uncertain. Equities can hold on for a long time, because they are structurally rigged to go higher. Easier expressions are simply being in cash, or gradually shorting cash stocks over time, which helps avoid getting chopped. This is a very difficult market, stay safe out there.

@Pivot922 @plur_daddy yep

@ZeMirch @plur_daddy Judging from the tl and gc past week or so We have already hit insanity

This might actually be Trump's funniest moment 😂 Japanese Reporter: Why didn't you tell us before you struck Iran? Trump: "Why didn't you tell me about Pearl Harbor?" 💀🔥😂

@hellojintao how dare u

hype holders the only people up one hundred percent in a month and then have a melt down at a negative post about hype that doesn't move the market

@CryptoEthan they’re gonna have a down round at this rate they’re basically all in on this ipo but too scared to pull the trigger

@CryptoEthan seriously these guys are stone cold retards

EXCLUSIVE-TRUMP ADMINISTRATION CONSIDERING DEPLOYING THOUSANDS OF ADDITIONAL US TROOPS TO MIDDLE EAST AS TRUMP WEIGHS IRAN NEXT STEPS, SOURCES SAY - RTRS

@Wild_Randomness to be fair you can log into wallstreebets and every daily thread is 90% guys complaining the index isn’t going down fast enough and their puts are decaying

If your conclusion from that Citrini poll was to long… Go touch some grass. Seriously, stop trading and go spend more time with your partner. This game isn’t for you.

@jvb_xyz please bro

Stop crying and buy more HYPE

INVESTOR ALERT 🚨: Investors should never rely solely on information from group chats in making investment decisions. Be wary of any group chat where you receive investment advice from someone you don’t know – this is often how scams begin. ow.ly/upFW50Ytysa

@ceoofbitcoin111 i thought about this on Feb 3rd too but ultimately decided it wasn’t the same

@ZeMirch same same but it's Apr 2022 and LUNA is going up in a straight line

@SoftServedGummy yep

@ZeMirch top