Zzz
5K posts


@HomeboiFlex @CardanoHumpback @intocryptoverse That guy isnt even reading.. ben already explained it a few tweets up. "You quote tweeted me and went on a ramble as to why I was shilling ETH (despite me being very transparent about the whole process of ETH going home and ETH/btc bottoming)"
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@CardanoHumpback @intocryptoverse He’s just saying that ETH is outperforming Alt coins right now, nothing more.
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As you can see, everybody was sure "this is Bitcoin-only cycle", now they’re sure "this is Ethereum-only cycle", then they’ll be sure that "thiscoin-only cycle" etc.etc.etc. We entered the tribal zone, right before everything just pumps. Keep listening to "influencers" who miss that ALL crypto are correlated and run as leveraged QQQ, you’ll be fine 🤣
Benjamin Cowen@intocryptoverse
To those that claim this is alt season: If this is alt season, why are ALTs down 47% against ETH since April? Just like in the BTC dominance uptrend, you can always find a few that go against the larger trend. But let's try to understand larger trends, not the few exceptions
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@AskPerplexity @Collingbourne @WatcherGuru @AskPerplexity Was anything signed or can these be rolled back with 0 penalty?
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This headline is mostly accurate, but some details are a bit off.
Apple and the White House have announced an additional $100 billion investment in U.S. manufacturing, which brings Apple's total planned U.S. investments to $600 billion over the next four years—not a *new* $600 billion investment, but an increase from the previously announced $500 billion commitment ([CBS News](cbsnews.com/news/trump-app…), [Mirage News](miragenews.com/apple-boosts-u…), [Fox Business](foxbusiness.com/markets/white-…)). The announcement is being made jointly with President Trump, and the investment focuses on expanding manufacturing and supply chain operations in the U.S., including new facilities and job creation.
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@TakeitLikeaMen @migomfer please re-re-read what I said
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ummm... did u read the thread and understand it?
chewchew@chewie2023
@fundstrat @saylor Why should we buy $BMNR and not $Ethereum
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This app is so ridiculous.
We pulled the trigger and got the gold check for @DropSiteNews and now we’re search banned again.
If you search for us, do we come up for you?
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Big scoopage: Aaron Rodgers flew back to New Jersey last week to meet with the Jets about his future with the team, only to be told that the team was moving on from him. If that means that he will be a June 1 designation that allows him to sign with any team in the league on March 12 if he decides to continue to play. Given that Aaron made the effort to fly back to discuss his future, all signs point to him continuing to play. It just won't be for the Jets. @NFLonFOX
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@intocryptoverse When you say market rallies, does it even reach back to ATHs? 🤔
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@The_Suntrip @DerekFromBmore @_craigowen @TorreySmithWR I don't think u understand the context of the Pelosi clip. She's speaking like a parent of a 18+ yo that commits suicide. She wish she did more to have prevented the situation. Truml was still in power & didn't have the national guard there. Why isn't he taking responsibility?
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@amytongwu Hmm Whitmer or Buttigieg? Gotta be Midwest rust belt area
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Tesla’s brand loyalty probably has peaked. Elon brought politics into the buying equation for many consumers.
Previously, liberals were the target market for an EV and conservatives were the target market for ICE vehicles. Politics have deteriorated Tesla’s target market. Price cuts, incentive deals, rate promotions, and more are probably the new normal to keep people interested/buying.
I’m not a Tesla hater (own my 3rd vehicle) or offended by the politics. It’s just surprising to hear people in the real world - not behind a keyboard - say they are no longer interested in a Tesla product because of Elon. They often will even buy inferior products out of spite saying “I’ll never buy a product from that man”. I’m not sure we can put that genie back in the bottle.

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@intocryptoverse It's odd these other ppl aren't just letting it play out. The barrage of comments is crazy. Its almost like their entire livelihood depends on market going a certain way.
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After the #BTC spot ETF launched, #ETH / #BTC had a sharp rally. My feed on X was inundated with people calling the bottom on ETH/BTC and the top on BTC.D (for the 20th time)
I pointed out that it was likely following the blueprint of the prior cycle. Now it has put in new lows and once again, my feed is inundated with people calling the bottom on ETH/BTC, and by extension calling the top on BTC.D
But again, it's a market, and these differing views are what causes the market to be somewhat stochastic. There is simply no denying the macro downtrend of ETH/BTC since November 2021, and especially since the merge. But you can also see that the market did not go straight down either. The numerous lower highs caused people to hold ETH (instead of BTC) all the way down from 0.085 to 0.048 (where it is today), under the illusion that it was "holding up well."
We now are faced with another major event: The Bitcoin Halving.
I do not really know if ETH/BTC will see a relief bounce after the halving arrives (similar to the spot ETF launch), but if it does, I would expect it to be rejected by the bull market support band, at least when looking at weekly closes (0.053-0.054).
I would probably just remind people that even such a bounce was seen last cycle.
Whatever happens, I still think ETH/BTC is heading to 0.03-0.04 this summer. If you want to hedge this for whatever reason, you are of course free to do that. It's not like I have a crystal ball. And just because I have been right so far about ETH/BTC does not mean I will continue being right.
Just because things played out like this last cycle does not mean it has to this cycle. But I am basing my views on the idea that higher risk assets bleed to lower risk assets (ETH bleeds to BTC) until sometime after the Fed pivots.
After the Fed pivots, then I think ETH/BTC will bottom. Until then, my guess is that all rallies just resolve to lower highs.

Benjamin Cowen@intocryptoverse
This recent reaction by #ETH / #BTC could very well be the same type of reaction we saw last cycle just before rate cuts began.
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@LizzieKFoley @AndyKimNJ Very interested on nj politics after reading your threads. Keep it up!
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So I am not a lawyer or any kind of expert, but here is the current situation with the @AndyKimNJ line lawsuit injunction as I understand it as of Monday morning April 1 (and this is not a joke).
A very long🧵
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@intocryptoverse I like this thread. Where can I use the risk indicator you have here?
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I think the answer to whether this #BTC market cycle is a normal one or left-translated will depend on how the market reacts to rate cuts in a few months.
Thread 👇
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