Daily Vol ed. 2025-04-24 ⚖️🐂
Two days ago we were at 84k. Now we’re floating at 93k.
What an asset. 10.7% in two days.
Bessent yesterday signaled more de-escalation and stabilization, but left the timeline a bit open, disappointing markets.
Good guidance for markets, but bonds aren’t buying it yet.
BTC and crypto in general seem eager to hop on at these new highs as Bessent Jr’s 21 is making headlines.
A dangerous game, which usually get people rekt. Not much edge entering longs here.
Aggressive long entry for BTC could be around 92k.
I’m just going to hold my BTC longs as 21 entering the BTC race is good for price medium term.
ETH also looking interesting based on a potential return of ETH scenario talked about here
https://t.co/3DRSvs49UJ
Got burnt trying to long it yesterday after seeing the large spot bids on nance.
Going to take a more measured approach this week.
Positioning : Long with hedges
Short ENA, XRP, BONK, TRUMP, WLD…
Positives
- 21 joins the MSTR game
- Macro bottom call from Felix based on extreme pessimism
- LT bitcoin skews more bullish
Negatives
- Hawkish Powell
- Retail still buying dips - Julian Brigden
- Debt refinancing wall in summer - Michael Howell
- Federal student loan maturity starting in May - Anna Wong
🕹️Currently trading mostly on @Lighter_xyz
Closed beta. Early. Points. ZK-tech. 200% apy LP-Vaults. Backed by big names. Use link to join the party. DM for access as I'm running short on codes. Only serious players apply.
