TimelessBeing

When we splash into the 60s I want you to remember who was expecting a break to 80 k ok?
Many will be fleeced here
#BTC

It isn't rocket science, but you can simply just scroll for yourself and see a lot of agri commodities have had some pretty awesome expansions in the last few months (some of these charts are pure sex parabolas in the making)
Again, I don't know the full nuance and detail, but I'm hearing you want to be paying attention to Potash and Phosphorus applications that are staples in fertilizer.
A lot of supply disruption via the Strait of Hormuz due to the ongoing conflict.
I think if you want to bet on higher prices and inflation eating into food costs, you could get exposure to agriculture ETFs th

My previous tweet pertains to what is established as a major
I see a future with $ETH, $SOL and $BTC in it
Maybe some bluechip memes stand the test of time (Doge is a good example of this)
A few novel stablecoin issuers or privacy narrative coins etc.
But in general, I think if we are talking about investments and not momentum trading you limit your book to the big 3
Obviously weighted to your needs and risk tolerance
That is all

6500 defended ding ding
Forget the news flow this was expected
Big delta dispersion on #BTC
I was expecting a pop Friday in the event of shenanigans at play here
Now I think 72500-73 k is doable from this juncture
This will likely be the big bad short I will look to assume if the stars align (swing position)
Peace to your mothers and have a great week of trade my brothers

We are in an oversold regime rn
All those hedges have been rolled over now
And some late hindisight bearish positioning here
Big case for a market wide bounce to start the week
Which again is not to be misconstrued as structurally bullish
Reality is broad markets have gone no where since October last year
Range locked
I don't think we just gush through 6500 on the $SPX
A fight here is expected

Yeah not great at all if we are trading below feb vwap
More pressure on the 65 k zone until reclaim
Still a clean rotational environment tbf
#BTC

My issue with global macro is that, broadly, everyone is looking at the same inputs. Yes, there is still asymmetry, and people who do the extra work instead of being macro tourists can find idiosyncratic opportunities.
But macro is not physics. It is a soft science. There is no real methodological rigour, no clean lab conditions, and a lot comes down to interpretation. That is where people get into trouble, and where the best opportunities usually hide.
In 2008, people had access to the same housing and labour data. What differed was the interpretation. The perma-optimists, shaped by a Pavlovi

Really clean ranging environment if you can map it out
Basically we deadstopped yday within previous weekly bracket
I think this is gearing up for a bit of shenanigans today and I think relief into weekly vwap will be the big test
Doesn't mean you overstay welcome but I am defo not prioritising breakdown shorts here in this environment
#BTC

Gut feeling we get pretty decent relief bounces during the early hours tomorrow
The fuckery will kick in later in the US session where I think risk likely gets offloaded again into another weekend
All in all, im pretty happy with how ive played the week
But remaining nimble here
This is structural support for the indices, $BTC and many individual names
Should be an interesting end to what has been an entertaining week in markets
Look forward to seeing you in the books