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)
- MSTR inclusion to SP500
- Continuous flow of treasury companies
- 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.
