CryptoCondom

I’m not fucking leaving. It’s a shit industry at times… but it’s OUR industry. It is what we make of it. Let’s make it great.

Lately I have had this feeling that ETH is a better mid to long term bet here than BTC. Between stablecoin/rwa adoption, regulatory clarity, and security + roadmap execution I think there is a good chance larger flows are attracted. I also think Saylor is an eventual problem for BTC, that ETH does not have. I would keep close eye on ETF flows. Over the last few weeks we have had some periods where BTC was red and ETH was not.

@thedefivillain @BlackBerry 56-59 by 2030

@crypto_condom @BlackBerry Do you have a price target in mind?

If you're wondering why $BB is so strong even after going up 200% in the last 3 months...you need only look at their last earnings and read Annie Senn's QNX substack here: substack.com/home/post/p-20… @BlackBerry isnt a meme stock anymore...its an EBITDA positive, low cap company that has 20% of QNX revenue generated from non-automotive physical AI that will only grow over time....everything from J&J cardiac pumps to Navel submarines & factor floor automation.

@C362020 No senor. I longed ETH

@crypto_condom Madame CC Did you take a long on BTC?

🎯

JUNE CPI Waller gets his wish. Cold inflation across the board. Supercore -.20% month-over-month...Largest decline since May 2020 (Covid lockdowns).

🚀 We're excited to announce that QNX Filesystem for Safety (QFS) is now available in QNX OS for Safety 8.0. ✅ Safety-certified read-only POSIX filesystem ✅ Runtime integrity verification ✅ ISO 26262 ASIL-B certified Help protect critical assets and detect corruption at runtime. Learn more: bit.ly/4fA0g5O

U.S. CPI INFLATION CPI Y/Y: 3.5% vs. 3.8% est. vs. 4.2% previous CPI M/M: -0.4% vs. -0.1% est. vs. 0.5% previous CORE CPI Y/Y: 2.6% vs. 2.8% est. vs. 2.9% previous CORE CPI M/M: 0.0% vs. 0.2% est. vs. 0.2% previous

I have a position in Blackberry $BB BlackBerry is no longer just an automotive turnaround, it is becoming the foundational infrastructure for Physical AI In today’s deep dive, we are looking at the exact catalysts driving the next leg of this trade, including: The QNX Edge: Why deterministic, safety-certified systems are suddenly mandatory for robotics, autonomous industrial equipment, and the AI edge The NVIDIA Integration & GEM Expansion: How the recent push into General Embedded Markets (GEM) changes the revenue math entirely Valuation & Forward Targets: Breaking down the near-$1B royalty backlog , the premium multiple, and exactly how I am managing my position at these new levels. Let's get into the numbers.

@xmrtodd @GlobalMacroZen real ones know 🤝

@crypto_condom @GlobalMacroZen my dad worked with him as a co surgeon in the early 2000s and described him as very stuck up

Dr.Oz was the go to cardiac surgeon in the 90s & early 2000s…

@e_nomics_ @Hybridathlete Both. Firefighters always note the vehicle type and extent of external vehicular damage when they bring in trauma victims to us bc it can help identify potential injury patterns. Teslas usually have the better safety results and patient outcomes

@crypto_condom @Hybridathlete Tesla safety ratings top tier ? Or is this anecdotal?

6 years as a firefighter taught me that if you wear your seatbelt, it is very difficult to die in a car crash, even a relatively high speed one. It also taught me that it is very easy to die if you are not wearing a seatbelt. I can't tell you how many times I was first on scene to a 50+ mph crash, even head on or rollovers, and the cars were smashed to shit, but everyone in the cars was completely fine, not much more than some scratches or bruises. In many cases, all occpants were out of the vehicles and walking around before we even got there. But if anyone wasn't wearing their seatbelt, they were seriously fucked up or dead on arrival.

SpaceX will be a screaming buy. Just wait for it to base out and trade sideways for a bit, and pick it up once attention is elsewhere. And then watch as it magically picks up a narrative again.

@MikeIppolito_ Por que no los dos?

I can't decide if crypto is becoming finance or if finance is becoming more like crypto

@Duldul_Capital lol. Just grouchy. Maybe consider a longer theta on your options in the future 🤝

@crypto_condom @AviFelman Not everyone is so cracked like you with BB. Let’s us have some fun at least😭

Other than the obvious mistake (generally you want someone close in age to you +/- 3 years), there is a weak understand of options here. I explore: First, Theta is time decay on a contract because there is an expiration date, not on the underlying. Women, (as they are not negotiated contracts) do not resemble options. You would have to make the case the underlying is something like the health of the relationship or something, but imprecise. Second, long the 21 call, short the 25 call is a bull call spread. Max profit requires the underlying to rip through 25 actually, aging past this construct is actually irrelevant. Not the right trade. Third, the short leg offsets the theta on the exact spread he described, so the one risk here that is being talked about doesn't exist. If you wanted to make the analogy fit, probably just better to use a depreciating asset, perhaps a car (mileage?) Anyway, this is why market makers pay billions for retail order flow.

if you’re still in memory, pivot to prostitution

@web3_lord @NostalgiaFolder 😆🫡

@crypto_condom @NostalgiaFolder potato's life goal is to work extremely hard. so, he can go with unhiged username like "crypto condom" in his 40s.

Vehicle prices and interest rates before the 2008 financial crash

@hufhaus9 Disinflationary, I think. Let’s see

inflation print is gonna be fun tomorrow