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joshua_j_lim
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$1bn from
FTX
claims directly into PUMP, just as God intended
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crypto portfolio managers today, when talking to their risk managers:
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a tale of two charts: left: BTC implied vol trading near historic lows in the high 40s even out to Dec right: MSTY (MSTR call overwriting ETF) AUM at fresh highs $4.2bn
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1/ on a day when BTC hit ATH $112k, HYPE also put in a standout +17% performance
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1/ quick observations from ATH (BTC $111k) crypto, led by BTC inflows from corporate treasury buyers, has room to go higher macro outlook beyond crypto is less rosy but BTC likely to benefit from bond market turbulence, catching up to gold's q1 move
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welcome to crypto, where the second-largest market cap in your space sometimes rips +22% for no reason
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