WClementeIII
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Curious to hear good takes on how successful people think that Coinbase's perpetual swap offering will be
Coinbase launching perps in the US wow!! New era
PTJ just went on Bloomberg, main takeaway is he thinks inflation is going to re accelerate, partially bc Trump’s going to put in a dovish Fed chair. Thinks yield curve is going to steepen and long end higher.
Will keep saying it: long Bitcoin, short bonds.
Will keep saying it: long Bitcoin, short bonds.
Is the market sniffing out a new surge of inflation?
- spread between 10-year and TIPS nearing new highs
- oil looks to be bottoming out
- gold, bitcoin, silver, platinum all ripping
- spread between 10-year and TIPS nearing new highs
- oil looks to be bottoming out
- gold, bitcoin, silver, platinum all ripping
Feels like with the way things are trending and incentive structure in place, we’re soon going to have people buying a bunch of supply for really far tail tokens, launching acquisition vehicles and then using the vehicles as exit liquidity
The fact that we were talking about many US crypto companies considering going overseas due to abrasive regulatory bodies and not being able to open a checking account to now having a potential crypto IPO mania in the span of just 3 years really can’t be understated.
Circle up another 20% at the open and Plasma’s $500mm public token sale sold out in the first block
The people want exposure to stablecoins
The people want exposure to stablecoins
The number of crash outs on the timeline are really just an indication that we are in the late stages of fiat currency
Circle is trading at WHAT?
Wow Robinhood just flipped Coinbase in market cap
Seeing @elonmusk on the timeline coming to the realization that nothing stops this train. Bitcoin maxi arc next?
If BTC gets memed into being both the fastest horse when risk is ripping and be seen as a safe haven reserve asset then it’s over we win
Two of the best performers recently in liquid crypto markets have been Hyperliquid & Syrup -- Both generating real revenue and returning that value to token holders. Feels like revenue does matter now, but for the time being, only a few names that long only funds can underwrite.
All time high on Coinbase!
Long Bitcoin, short long duration bonds is the generational trade of our lifetime & will continue to be
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