Alexis Jø

[Alexis Jø @AlexisJ0]

@Christopher_C03 @officialGSHC Je me demande la même chose.

[Raoul Pal @RaoulGMI]

Crypto hopium thread:

Most people who have a crypto investment mandate are not fully allocated to crypto as they moved to part cash.

Hedge funds are underweight.
Retail are underweight.
Same with institutions and family offices. 1/

#BTC #ETH

[Arthur B. @ArthurB]

I'm a simple man. I don't know how to create hollow hype, as a result:
- Tezos does governance for real
- Tezos does decentralisation for real
- Tezos does proof-of-stake for real
Not controlled by a 5/8 multisig
Not 95% VC owned
Not shilling broken defi schemes
Not copy pasting

[dave the wave🌊🌓 @davthewave]

#Bitcoin

This is not a sure bet, nor is it simply a gamble [50/50].

I give it a.... 70/ 30.

[Raoul Pal @RaoulGMI]

It’s going to be an unpopular opinion here but the market position that the central banks want to see liquidated THE most is the long in energy. Until that breaks due to demand destruction everything else will remain under pressure.

[dave the wave🌊🌓 @davthewave]

Price now back in the long-standing buyzone after near 2 years...

[PlanB @100trillionUSD]

Reason why you are not buying at this generational opportunity level is the same why you did not sell at 60K: greed & fear. Greed because you think that you can time the absolute bottom. Fear because you think it can drop further. Forget about tops and bottoms, focus on strategy.

[dave the wave🌊🌓 @davthewave]

#Bitcoin

[Raoul Pal @RaoulGMI]

Just writing Global Macro Investor over the weekend and as ever, I like to share a few insights.

The narrative on Twitter is that tech is dead. The reality is that the Nasdaq has just reverted back to trend - 150 week moving average 1/

[Charlie Bilello @charliebilello]

Investors loved these stocks at 33x sales and loathe them now at 8x sales...