hansolar21
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Not-so-daily Vol 2025-07-01
Current view
Big picture
- Money printer is on a spending spree(fiscal)
- Fed chair swap is underpriced(monetary)
https://t.co/NJGVr0LbW0
👉 Fiscal + Monetary easing leads to DXY falling
- SPX leading(risk appetite)
Bitcoin
- MSTR inclusion to SP500
- Continuous flow of treasury companies
Ethereum
- New treasury companies popping up(SBET, BMNR)
- Staking ETF soon
All of this while general crypto consensus is still short vol for the summer...
Positioning : Balls long
🕹️Currently trading mostly on @Lighter_xyz
Closed beta. Early. Points. ZK-tech. (still) 100% apy LP-Vaults. Backed by big names. DM for access as I'm running short on codes. Only serious players apply.
Current view
Big picture
- Money printer is on a spending spree(fiscal)
- Fed chair swap is underpriced(monetary)
https://t.co/NJGVr0LbW0
👉 Fiscal + Monetary easing leads to DXY falling
- SPX leading(risk appetite)
Bitcoin
- MSTR inclusion to SP500
- Continuous flow of treasury companies
Ethereum
- New treasury companies popping up(SBET, BMNR)
- Staking ETF soon
All of this while general crypto consensus is still short vol for the summer...
Positioning : Balls long
🕹️Currently trading mostly on @Lighter_xyz
Closed beta. Early. Points. ZK-tech. (still) 100% apy LP-Vaults. Backed by big names. DM for access as I'm running short on codes. Only serious players apply.
break free from your cage
h/t @passytee
h/t @passytee
Not-so-daily Vol 2025-06-27
Portfolio up a bit on the dip despite being long delta mainly due to alt weakness.
Will continue being long BTC ETH HYPE and short alts for the summer based on:
- CB premiums looking healthy
- IVs compressing. Can lead to explosive breakouts.
- weakening dollar
- fed chair swap out + underpriced rate cuts
- market positioning for summer chop
Counter.
Bid-asks delta still looking a bit heavier towards asks in this price range, so taking my time to build longs
Positioning : L/S ratio 1.6:1
- Staying long BTC, ETH and have a small HYPE position(want to add to)
- Staying short basket of alts
🕹️Currently trading mostly on @Lighter_xyz
Closed beta. Early. Points. ZK-tech. (still) 100% apy LP-Vaults. Backed by big names.
DM for access as I'm running short on codes. Only serious players apply.
Portfolio up a bit on the dip despite being long delta mainly due to alt weakness.
Will continue being long BTC ETH HYPE and short alts for the summer based on:
- CB premiums looking healthy
- IVs compressing. Can lead to explosive breakouts.
- weakening dollar
- fed chair swap out + underpriced rate cuts
- market positioning for summer chop
Counter.
Bid-asks delta still looking a bit heavier towards asks in this price range, so taking my time to build longs
Positioning : L/S ratio 1.6:1
- Staying long BTC, ETH and have a small HYPE position(want to add to)
- Staying short basket of alts
🕹️Currently trading mostly on @Lighter_xyz
Closed beta. Early. Points. ZK-tech. (still) 100% apy LP-Vaults. Backed by big names.
DM for access as I'm running short on codes. Only serious players apply.
gud accounts to follow these days
@CavanXy : High signal on BTC
@Cheshire_Cap : Thesis driven long/short
@0xkyle__ : VC that nailed the CRCL trade
@DiogenesCasares : Builder that nailed the CRCL trade
@Evan_ss6 : Trader that nailed the CRCL trade
@CavanXy : High signal on BTC
@Cheshire_Cap : Thesis driven long/short
@0xkyle__ : VC that nailed the CRCL trade
@DiogenesCasares : Builder that nailed the CRCL trade
@Evan_ss6 : Trader that nailed the CRCL trade
한국분들 너무 야핑에 빠지지 않았으면...
최근 프로젝트 퀄리티 추세는 분명 하락세고
글의 퀄리티도 마찬가지인듯
좋은 프로젝트가 붙어야 선순환이 도는데
info-fi는 슬슬 사이클 끝이 보이네요.
최근 프로젝트 퀄리티 추세는 분명 하락세고
글의 퀄리티도 마찬가지인듯
좋은 프로젝트가 붙어야 선순환이 도는데
info-fi는 슬슬 사이클 끝이 보이네요.
Peter Thiel’s favorite interview question:
“What important truth do very few people agree with you on?”
Applied to crypto:
– Saylor: bitcoin’s volatility is the value prop
– Telegram bots: people will trust private keys to servers for smoother trading
– Ethena: users are willing to sacrifice decentralization if the yield scales
– Memecoins: users don’t want infra, they want fun and upside
– Hyperliquid: no VC, no marketing — just PMF and orderbooks > AMMs
– Circle IPO: stablecoin narrative > financials; demand is narrative-driven
What important truth does your project stand for?
“What important truth do very few people agree with you on?”
Applied to crypto:
– Saylor: bitcoin’s volatility is the value prop
– Telegram bots: people will trust private keys to servers for smoother trading
– Ethena: users are willing to sacrifice decentralization if the yield scales
– Memecoins: users don’t want infra, they want fun and upside
– Hyperliquid: no VC, no marketing — just PMF and orderbooks > AMMs
– Circle IPO: stablecoin narrative > financials; demand is narrative-driven
What important truth does your project stand for?
Peter Thiel’s favorite interview question:
“What important truth do very few people agree with you on?”
Applied to crypto:
– Saylor: bitcoin’s volatility is the value prop
– Telegram bots: people will trust private keys to servers for smoother trading
– Ethena: users are willing to sacrifice decentralization if the yield scales
– Memecoins: users don’t want infra, they want fun and upside
– Hyperliquid: no VC, no shill — just PMF and orderbooks > AMMs
– Circle IPO: stablecoin narrative > financials; demand is narrative-driven
What important truth does your project stand for?
“What important truth do very few people agree with you on?”
Applied to crypto:
– Saylor: bitcoin’s volatility is the value prop
– Telegram bots: people will trust private keys to servers for smoother trading
– Ethena: users are willing to sacrifice decentralization if the yield scales
– Memecoins: users don’t want infra, they want fun and upside
– Hyperliquid: no VC, no shill — just PMF and orderbooks > AMMs
– Circle IPO: stablecoin narrative > financials; demand is narrative-driven
What important truth does your project stand for?
when @DegenPing said joyful july, he must've meant stocks not crypto
gm to all the longers that were routing for peace✌️
Genuinely curious, which accounts nailed this trade?
New ai video models breaking the internet every couple of days, while alts are just breaking through support levels every couple of days 🥲
i wish my pnl chart looked like @Lighter_xyz's TVL chart
@lighterxyz TVL chart looking like it found God mode. 🕯️
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