Compound Master

$VHT running correction.

solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn accmulate arc.

$XLV nice multi year cup and handle breakout I always thought the biggest benefit of AI would be health but what the heck do I know @Crowded_Mkt_Rpt

$QQQ October 2023 $CQQQ June 2026 👀

Accmulation on $CQQQ

$CQQQ catching up to $SPY and $QQQ

$QQQ wild people been bearish on this for 5 years and counting. Every newsletter I've been in has been saying to buy puts on this for years. I canceled those subscriptions. I check in on these groups and they are still selling the same advice .. crazy as @Crowded_Mkt_Rpt says "don't fight the tape"

$CQQQ long idea (been accumulating in this handle tbh)

@TedPillows solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn best value in crypto. Great one to DCA in during the bear here.

One lesson more people need to learn: Stop chasing narratives. Focus on projects that generate real revenue. Even better, focus on projects that use that revenue to buy back tokens and return value to holders. Current top on-chain apps by protocol revenue: $HYPE $PUMP $CAKE $SKY $JUP $AAVE $AERO $WLFI $LDO $MET $ETHFI $LIT $CARDS $UNI $RAY Revenue matters. Sustainable tokenomics matter even more.

#GOLD looks toppy vs $CQQQ Esp if it loses horizontal

$CQQQ The AI trade isn't over , and China AI trade coming out of a nice base. @Crowded_Mkt_Rpt @MaxBecauseBTC @NorthstarCharts @badcharts1

ethereum:0x45804880de22913dafe09f4980848ece6ecbaf78 Headed to that box.

bitcoin:native Possible but not guaranteed.

This slow bleed i bitcoin is worse for a bottom imho If you saw a violent wick down to 48k you could make a case nows a time to get super long but the fact its just twiddling around at 58k makes me think that its just gonna take some time and prob goes to 38k.

Bears looking dumb again People are constantly obsessed with commodities Gold inflates at 1-2% a year The world is abundant in oil, natural gas, uranium, rare earths Bitcoin has a fixe supply All these things are "sold to you" as either "Scarce" or some sort of bottleneck means "you need to have them" Well you know whats even more scarce than all these assets? Quality stocks. They buy back 2-3% of their outstanding shares per year. Gold, bitcoin, oil, urnanium, nat gas, etc all are actually quite abundant compared to this! Thats why over longer time periods great companies usually are the best investments, they are the most scarce and also the largest buyers of their own shares..

The biggest beneficiaries of inflation aren't shoppers. They're asset owners. Imagine two people during a year with 10% inflation: Person A • $25M invested • Spends $300k/year Asset gains: +$2.5M Higher living costs: -$30k Net effect: +$2.47M Person B • $100k salary • $50k invested • Spends $90k/year Asset gains: +$5k Higher living costs: -$9k Net effect: -$4k Same inflation. Completely different outcome. For wage earners, inflation often erodes purchasing power. For large asset owners, inflation can feel like a wealth transfer. The more your assets exceed your annual spending, the less inflation hurts—and the more it can work in your favor.

@APompliano @Varneyco Guys a classic lead retail into top blasting Blockfi .. rocket ship 🚀

Bitcoin will go back up when there are more buyers than sellers. American open-source AI models are the future. I explained both to @Varneyco this morning.

Inflation is actually deflationary for many wealthy and upper-middle-class households. Example: • Lifestyle costs: $250,000/year • Investment assets: $20 million If inflation is 10%: ❌ Cost of living rises $25,000. ✅ But if their assets also rise 10%, their net worth increases $2,000,000. They're "poorer" by $25k on paper... ...and richer by $2 million. For them, inflation often increases purchasing power. Now compare that to a family earning $100,000 with $50,000 invested: ❌ Living costs rise by $10,000. ✅ Assets gain only $5,000. They end the year with less purchasing power. The biggest divide in inflation isn't left vs. right. It's asset owners vs. wage earners. The more your assets dwarf your annual spending, the less inflation hurts—and in many cases, the more it helps.