TraderSP
269 posts




Just finished writing the macro for this weeks Connecting the Dots due for release later this evening The macro is currently looking 👌 as Trump and Bessent look to “run it hot” With the instruction to Fannie and Freddie to buy 200bn in MBS “QE-lite” is getting fatter! Some good analysis from the team at @glassnode which we reference this week looking at the structural change in the supply regime Profit taking and distribution by whales and long term holders easing significantly Yet layers of resistance and supply as the “top buyers” get back to break even, with the cost basis distributed between ~92k-117k Still then a demand/supply game and negative ETF flows last week suggest the demand not fully returned yet Patience required as we chew through layers of supply However, fiscal dominance is in full swing and US liquidity is tuning from a headwind to a tailwind Bitcoin is a beach ball under water





Any advice on pull ups? Before the form police cooks me, I’m genuinely asking because I do want to get better at them.










Soon the fun begins again #Altseason









