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hansolar21
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my macro news
flow
is like 100% bearish and
btc
just keeps going up lmao
#BTC
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hansolar21
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From the perspective of an AI, humans participating in jeopardy must look like such silly business. Kind of like humans watching snail racing 🐌 🏁
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Daily Vol ed. 2025-05-01 ⚖️🐂 Leaning towards upwards continuation, mainly due to announcement regarding treasury buybacks. Liquidations around 96k looking ripe for the taking. The “risk-on” alts; HYPE FARTCOIN leading the charge. For targets, I like BTC around 100k and SPX around 5800 https://t.co/QL3ZPAkUDi Key is to not overtrade this area. Positioning : Long BTC and alt-leaders with hedges - Long BTC, HYPE, FARTCOIN - Short WLD WIF TRUMP Positives - 21 joins the MSTR game - Continued BTC/SPX strength - Macro bottom call from Felix based on extreme pessimism - LT bitcoin skews still bullish - Treasury buybacks Negatives - Hawkish Powell - Retail still buying dips - Julian Brigden - Debt refinancing wall in summer - Michael Howell - BTC etf 1b inflows have marked tops 🕹️Currently trading mostly on @Lighter_xyz Closed beta. Early. Points. ZK-tech. 165% 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.
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bart or breakout that is the question
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vibe shift
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Will there be another ALT SEASON season? I'm starting to get this feeling that we might get a replay of the 2021 cycle where there were two ‘humps’. The first hump was led by BTC with a fervent ETH-ecosystem alt season before a harrowing collapse and then a second hump along with SOL-ecosystem alt season. SOL’s ecosystem exploded along with its price. Questionable where the bid came from, but nevertheless a fresh narrative captured the minds of crypto participants. Additionally there was also terra luna which became a religion, dydx hit ATHs and bored apes started minting multiple multi-millionaires during the second alt season as well. If we get something similar, we might get a similar switcheroo type scenario. The recent alt season was a SOL based memecoin, ai led cycle, with select out-performers in ETH-adjacent ecosystems like HYPE, Virtuals and perhaps ENA, but most of the new retail were sucked into SOL memes. Perhaps this time, we get a back-to-ETH rally? I’m having a bit of trouble finding fundamental reasons for this, but the only one I find remotely persuasive is a massive mechanical short squeeze re-igniting interest in the ETH eco-system again. As narrative follows price. It's a bit too early to tell so will be looking for signs, but dare I say it... ETH looks good here??? Some contenders for the swing trade ETH comeback AAVE, PENDLE, ENA, LDO comeback? HYPE continuation Fartcoin the fresh memecoin for retail TAO returns? Perhaps even some BTC betas get some time in the sun for once? ORDI, RUNES etc
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