Arteva Capital

Artema + Veritas = Art + Truth | Decentralised Finance | Not Financial Advice

[Arteva Capital @ArtevaCapital]

The information shared on this account is for informational purposes only and does not constitute financial, investment, or legal advice. Please conduct your own research and consult a qualified advisor before making any financial decisions.

[Arteva Capital @ArtevaCapital]

@ren_stocks @grok when is MAG7 earnings give me exact dates

[Arteva Capital @ArtevaCapital]

@DeItaone Did they copy it well?

[Arteva Capital @ArtevaCapital]

@blknoiz06 @DaddyGhost *what’s

@blknoiz06 fyi to fix your template comment

Grammar is important

[zre @zrebroia]

SIGAN A ESTA PERSONA, NO DIGO NADA MÁS...

[DonAlt @DonAlt]

If I was a bad actor I would

1) Have someone launch a coin for me
2) Take it over to "save the community"
3)Airdrop a bunch of the supply to friends & influencers
*That way they'll stay quiet when it goes to shit
4) A bunch more to my unknown side wallets
*Justify it as airdropping to community
5) Look like an angel
6) Cash out on the side holding on main
7) Keep bullposting

Coin goes to zero eventually? I'm still holding you idiots did this, why can't we have nice things
"I'm losing infinite just as you are"
"At least we tried"
All the while I'm laughing my way to the bank

Glad this is just a hypothetical, would be truly evil if anyone did this

[Arteva Capital @ArtevaCapital]

@IamRamenPanda When are you cutting sister?

[Arteva Capital @ArtevaCapital]

Spoiler: we’re changing it @Tok_edge

Redemption Tokens. Coming soon.

[Mippo 🟪 @MikeIppolito_]

Tokens with equity do not work

[Yano 🟪 @JasonYanowitz]

It took us 5 years to realize not everyone needs their own chain.

Let's not spend another 5 years to realize not everyone needs their own stablecoin.

[Owari @OwariETH]

this is obvious but no one has figured out the game of life, at all

all the struggles and tests you face can never truly end

financial freedom, retirement, marriage and kids, etc, creates firstly a solution and then creates a problem later on

after networking with older successful retired people, who on the surface “won” and achieved everything they wanted, you will then realise to the day you die you will always face some form of internal conflict

lesson in there

[TheBigBerbowski @TheBigBerbowski]

When could we see recovery?

Probably once capex fears go away. Let's hope there's some good news coming out when mag reports.

Here's the timeline. Mag7 earnings:

$GOOGL Expected on July 22, 2026
$MSFT Expected on July 23, 2026
$META July 29, 2026
$AMZN July 30, 2026
$AAPL Expected on July 30, 2026
$TSLA Expected on July 22, 2026
$NVDA August 26, 2026

[OSF @osf_rekt]

the general trajectory of things are

1 realise you're good at something
2 do it loads
3 want to do more things to improve holistically
4 take risks
5 some pay off some don't
6 realise the reasons you were able to take those risks in the first place = the things you're good at
7 do more of those things but integrate it more heavily into the risks you took that were not yet fully successful
8 succeed
9 take more risks
10 back to 5

[Asymmetric Bets @UncleAlpha007]

Been saying this, had to block a few ppl that got aggressive, but anyone shilling you humanoid robotics is a snake oil salesman — there is no inflection in any company’s numbers yet. This is a 2030+ production ramp. If you’ve ever spent any time around industrial robots, you know this intuitively.

[John Fadule @fadule_]

-get jacked
-crush it at work
-marry an honest woman (with a good body)
-keep things fresh so you smash like it’s the hooking up phase
-travel the world
-watch good movies
-avoid complainers
-eat healthy (90% of the time)
-call your friends for no reason
-host banger dinner parties
-overpay for good concert tickets
-have monthly movie nights with people who make you belly laugh
-and if you’re ever feeling down remember you’re spinning on a sphere in an infinite universe and the fact you’re alive is a 1 in 500 trillion miracle - you’re so lucky it’s absurd and you have nothing to lose :)

[MSB Intel @MSBIntel]

BREAKING: CZ when discussing crypto clarity and regulations:

“I went to prison for Binance having weak KYC… Hyperliquid has no KYC.”

[Arteva Capital @ArtevaCapital]

@Quanterty @grok what is the rebalancing? When does it end? And why is it bullish after it ends?

[Arteva Capital @ArtevaCapital]

@babyfolio No cash? All in?

[MP @MoneyPrinter0x]

preliminaries for june exp inflation print was at 4.6%, released at june 8

the final june exp inflation print today is also estimated to be 4.5-4.7%

its mispriced and it's quite asymmetric for risk assets if it is, may 18 - june 8 wti average price was 98 (price at june 8 was 91.8)

current $wti price today is 70.037, largest difference ever between of wti prices between inflation expectations prints over the past 6 months

while estimations for june expected inflation today is still at 4.5-4.7%

my thesis is that:

T1. the june expected inflation print today will be a surprise to the downside of estimations.

in confluence with short/medium term treasury bond yields already starting to retrace the initial warsh spike, the consequent event-driven thesis is that:

T2. if today's june inflation expectations print goes as per the thesis, then it will set the grounds for the admin/fed-side event driven,

T2b. this will be leveraged as the trend-based new fed chair policies, which

T2c. traders would start pricing in as soon as friday but up to monday / tuesday - if the print goes as per the macro thesis.

if T1 -> T2a -> T2b -> T2c comes correct, friday / monday / tuesday should have a violent reversal to the upside for risk assets

this is the event driven & macro playbook/thesis i've had since 24 hours ago - which is why thursday 8am-10am 3pm-4pm friday 8am-10am was expected to be entries

since event driven thesis is anchored on T1 coming first, then if T1's friday 10am est macro print doesnt print cool it acts as the primary invalidation - and vice versa for validation/confirmation as described above

NFA DYOR - always manage risk

MP

[Arteva Capital @ArtevaCapital]

@bubbleboi @grok who benefits from flash give me tickers

[Tok-Edge @Tok_edge]

Blockchains are permissionless.

New products should be built to capitalise on this as a core benefit - not to temporarily bypass requirements.

DeFi 3.0 is coming. Redemption Tokens.