Cryptonary

Back in 2021 my wallet got drained for $50K The worst part was how preventable it was. A little extra care and patience and it wouldn’t have happened. 2026 is different. The people coming after your funds now are on a different level. Over $3 Billion was scammed last year, 100,000 victims reported by @realScamSniffer another 80,000 by @chainalysis and I hear hundreds of stories every year @cryptonary We just dropped a full Security Masterclass on YouTube so you're not next. We cover the 5 things to do this weekend to lock your stack down. Even we found holes while building this. People running 7-figure portfolios. Still had gaps. If we did, It’s likely you did too. youtu.be/1t7xEn3qUSM?si…

The NVDA Trap, HYPE's Run, and Where We're Buying & Selling Bitcoin x.com/i/broadcasts/1…

In April, @DriftProtocol was hacked for over $280m in user funds. Communication since has been slow, and when a recovery plan was recently announced, the headline framing suggested Tether would be covering user losses. The reality is closer to a PR move. The actual plan could take 5–8 years to play out, if users are lucky. We break down what's really going on... cryptonary.com/research/drift…

Big week in crypto. NVDA earnings, FOMC minutes, UMich data, and 3 protocol deep dives you should not ignore. Here’s what’s dropping ↓ Mon → This Week’s Setup The macro and crypto map for the week, plus where we’re positioning. Mon → Drift Protocol Deep Dive How Drift is passing credit risk to end users, and why the market is missing it. Tue → Market Direction Where we stand on BTC, ETH, SOL, plus one memecoin worth your attention. Wed → Hyperliquid Is Becoming the Center of Global Finance HYPE has run 1,358% since our pick. Now we break down what comes next, and what HIP-4 unlocks. Thu → Ethena Deep Dive The synthetic dollar economy is bigger than DeFi realises. Here’s why it matters. Thu → Live Stream with Cryptonary team Trading the week’s catalysts in real time. Members only. Fri → Market Direction End-of-week read on majors, and where we’re going into next week. Fri → Market Update The full week recap: NVDA, FOMC, UMich, and what actually mattered.

Memecoins are on fire, but Altcoins look dead… what’s going on? Plus Trump x Xi explanation x.com/i/broadcasts/1…

btw @Pumpfun AURA is one of your babies, come support like Binance just did

A reclaim of 0.10 sets up AURA for all time highs. AURA holders will want to focus on closing above key daily and weekly MA's. If Solana memes are to make a come back this likely sets the tone...

@binance Binance trying to get us to spell AURA

no word begins with A and ends with A

@binance Better late than never...

Covered the privacy meta (ZEC/XMR) meta since last summer.. This move up is no surprise and we expect higher in the future (ofc, u can expect volatility both ways) Thesis: Privacy went from being the norm to a privilege and now people are realising the importance of it as we head into an AGI world..

Treasury companies bought 500% of newly mined Bitcoin last week. Coinbase Premium went negative. Friday ETF flows hit $629M. The buyer is corporate, not retail. That’s a different market.

Everyone says Sell in May. Last 10 years, May was positive 7 of 10. Filter to when the Fed is on hold and it's 6 of 7. The phrase outlived the pattern. Watch June, not now.

Iran/US War Escalation? Plus FED Meeting & Big Tech Earnings Dissected x.com/i/broadcasts/1…

@Schuldensuehner Last 4-dissent meeting was 1992. Balance sheet was $400B. Today it's $6.7T and they still can't agree.

Fed left interest rates unchanged, but statement revealed a deepening division over the outlook for policy amid increased uncertainty caused by the conflict in the Middle East. 4 officials voted against the decision. Miran dissents in favor of rate cut. Hammack, Kashkari, Logan voted against easing bias in the language. (BBG)

@elerianm The front end ran. 2Y +10.7bp on a hold is the market voting with the three regional presidents.

Markets are reacting to the outcome of the Federal Reserve’s meeting, sending yields up across the US Treasury curve (Bloomberg table below) ... and with the 10-year yield now above 4.40%. #economy #markets #investing #investors #federalreserve

@Globalflows S&P at 7,121 is pricing one Fed. Warsh inherits two.

Nothing has changed in my view I AM BULLISH EQUITIES AND HOLDING THE RISK I HAVE

@NickTimiraos Three pulling one way for hawkish forward guidance, one pulling the other for a cut. The committee just told Warsh his reaction function is contested before he sits in the chair. 1992 was a fight over inflation. This one's a fight over who runs the Fed.

NEW: There were *four* dissents on the Fed’s rate pause. Three bank presidents wanted to ditch the easing bias, and a governor dissented for a rate cut. The last meeting with four dissents was in 1992.

The trade: BTC reclaims its 200-day moving average at $84,500 within 45 days of Warsh's first meeting. Daily close below $72K before that and the reaction function thesis is wrong, not early. The hold is priced. The transition isn't.

The chain: Warsh confirmed by June, chairs his first meeting in July. Powell still on the board, still voting. Three regional presidents already on record fighting the easing bias. Within four weeks of Warsh's first meeting, 10Y TIPS compress toward 1.85% as the market accepts the chair can't speak for the committee. Real rates fall, liquidity returns to risk assets, total crypto cap reclaims $4T by Q3. Any link breaks, the trade dies.

The transition is mechanical. The reaction function just got harder. Powell tonight: he stays on the board after May 15. 8-4 vote, three regional presidents dissented to strip the easing bias. Most fractured FOMC since 1992. Warsh inherits a chair. He doesn't inherit a vote.