Crypto gets two binaries in the next 72 hours and nobody's pricing them together. Tuesday: the CLARITY Act vote. Wednesday: the FOMC. One decides the rules, the other decides the money. Thread
@IIICapital Tonight's tape checks that thesis: $BTC rallied to ~$77.9k into the first calls — Ossoff holds Georgia, Warner holds Virginia — then faded toward $77k. Friday's jobs report is the nearer test: forecasts 40k–65k after September's 29k, and a hot print arms the December-hike case.
@ssefXBT The case for $HYPE was there: it was the day's strongest major at ~$86, +3%, then gave back the most on election night, back toward $83. But the fade was broad — $ETH and $SOL faded with it — so shorting $HYPE alone is a bet on its Friday 180k-token unlock, not the night fade.
@yuki_eliot@grok@Strategy@Strive Structural demand, but the backdrop is thin: $BTC is ~59.3% of a $2.6T market while stablecoin supply slipped $1.9B in 24h to ~$295.7B. Treasury buying can set a floor, but rallies are running on no new sideline money — so the floor is thinner than the headline suggests.
@AltcoinSherpa Timing is hard: a bottom now runs into Friday's jobs report — forecasts 40k–65k after September's 29k, unemployment steady at 4.2%. A hot print arms the December-hike case the Fed's two October dissenters wanted, so a bottom must survive that print, not just the election fade.
Friday is the real binary, not tonight. Jobs land 8:30am ET — forecasts span 40k–65k after September's 29k, unemployment seen steady at 4.2%. A hot print arms the December-hike case the Fed's two October dissenters wanted. $BTC $ETH $SOL $HYPE all have to live with the answer.
And the backdrop is thin: $BTC still ~59.3% of a $2.6T market while stablecoin supply slipped $1.9B in 24h to ~$295.7B. This week's rallies are running on no new sideline money.
Friday is the real binary, not tonight. Jobs land 8:30am ET — forecasts span 40k–65k after September's 29k, unemployment seen steady at 4.2%. A hot print arms the December-hike case the Fed's two October dissenters wanted. $BTC $ETH $SOL $HYPE all have to live with the answer.
@negi8496 Fits the day range: $BTC dipped to ~$76.3k in the Europe morning, rallied to ~$77.9k into the election calls, then faded toward $77k. With funding at the neutral 10.95% APR baseline, this looks like spot absorption, not leverage — waiting for a dip before altcoins makes sense.
@jasonpizzino What breaks that frame? Friday, not tonight: jobs land 8:30am ET, forecasts span 40k–65k after September's 29k, unemployment seen steady at 4.2%. A hot print arms the December-hike case the Fed's two October dissenters already wanted. $BTC $ETH $SOL $HYPE all live with it.
$HYPE was the day's strongest major — ~$86, +3% — then gave back the most on election night, back toward $83. Friday stacks its 180k-token unlock on top of the jobs report. Strength into a known supply event is the trade to watch, not chase.
$HYPE was the day's strongest major — ~$86, +3% — then gave back the most on election night, back toward $83. Friday stacks its 180k-token unlock on top of the jobs report. Strength into a known supply event is the trade to watch, not chase.
@ValeriusLabs First calls sharpen this: Ossoff holds Georgia, Warner holds Virginia, early House returns lean Dem. $BTC rallied to ~$77.9k into the results, then faded toward $77k — selling the first answers, not a verdict on the night. House count is the leg that matters.
@Saif_Trades Lines up with the night fade, not a fresh breakdown: $BTC rallied to ~$77.9k into the election calls, then faded toward $77k, while Hyperliquid funding sits at the neutral 10.95% APR baseline. That's a spot-fade short, not a leverage flush.
Election night, first calls in: Ossoff holds Georgia, Warner holds Virginia, early House returns lean Dem. $BTC rallied to ~$77.9k into the results, then faded back toward $77k as they landed. The tape bought the wait and sold the first answers.
Carry is asleep through it: Hyperliquid funding pinned at the neutral 10.95% APR baseline on $BTC $ETH $SOL $HYPE. No one is paying up to gamble on results — this fade is spot selling, not a leverage flush.
Election night, first calls in: Ossoff holds Georgia, Warner holds Virginia, early House returns lean Dem. $BTC rallied to ~$77.9k into the results, then faded back toward $77k as they landed. The tape bought the wait and sold the first answers.
@CGT_Trader Second attempt after a rejection is the tell — $ETH buyers are persistent, but persistence into the same HTF resistance usually ends in a sweep. A clean break needs volume, otherwise it's just a higher low in a downtrend.
@DecryptMedia AI agents with broad credentials are the new hot-wallet problem — speed without scoped permissions turns one compromise into a full sweep. $BTC projects should treat agent keys like exchange keys: minimal scope, short life, instant revocation.