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32 posts


Why do they need another $1B?
The prior funding round, Series E, was $1 billion at an $11B valuation...back in December
Now same $ raise at twice the valuation? What the
*Walter Bloomberg@DeItaone
KALSHI IS RAISING ABOUT $1B AT $22B VALUATION: WSJ
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@blknoiz06 @barneytheboi The repump on the dinner announcement for even more exit liquidity was cinema
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@DeepDishEnjoyer @ColeGotTweets Dmd you the rest of the thread if you’re interested
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@ColeGotTweets @stalequant i got this in my notifications - am i tagged?
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@Utopia351 that’s basically what i think happens, btc HTF is too bearish to entice enough buyers to form a very strong trend
i have some hope for alts
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The pain trade is up. Sorry bears. Here's why:
And say what you want...but let me get this straight.
You have a headline cocktail of trump going nuts on tariffs again, citrini releasing an AI article that gets 50M views, iran conflict, claude taking over cybersecurity, and software/crypto crashing...
All of the economic indicators pointing down. Data is weak. Technicals show more downside in many assets. Gold & silver going vertical. Narrative calling for a global reset.
And the market is...-2% off highs? $SPY won't break. Bad news is being completely absorbed.
The pain trade is to the upside because all of retail is short. They drank the citrini kool-aid too soon. Everyone's ready to catch the next financial crisis in 2026. Screaming "crash coming" from the rooftops.
It'll come, sure. But not before a violent move higher. Not before everyone flips long. Trillion dollar IPOs. Euphoria.
Everyone and their mother is on one side of the trade after @citrini7's article. Pain trade is bear trap then violence to the upside heading into Q2 '26..
We shall see.
Luc.
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@CryptoEthan Tried the game one time and never longed the token again lmfao
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