Elipsays

Purely here for the next turn of the century

[Elipsays @Elipsays1]

@Melt_Dem I second this

[Elipsays @Elipsays1]

@coreyganim Are you actually charging clients this?

[Elipsays @Elipsays1]

@VinnyLingham A bit late for April fools no? 😂

[Elipsays @Elipsays1]

@matthew_pines Called this like a week ago 🤣 the next thing is collecting capital in order to scale this up. So agents will start having creating income for themselves for self preservation.

[Elipsays @Elipsays1]

@mattyp Not shit!

[Elipsays @Elipsays1]

@RaoulGMI @RaoulGMI please can you share there for the Sui update on real vision. The AI function can’t find it either?

[Elipsays @Elipsays1]

@Melt_Dem @Melt_Dem are we implying BTC is in actual fact not a store of value anymore ?

[Elipsays @Elipsays1]

In South Africa there’s a company called RainFin, tokenising private credit with a yield of +/- 10% on USD instruments. The issuer in this case is the GP, and your the token represents 1 partnership. Any retail user can participate with as littler as R1 or $0.05. They have tokenised money market funds too, and on their way to more types of assets. But the structure here would be the same, no cost to issue and sell small ticket sizes once setup.

[Elipsays @Elipsays1]

@Melt_Dem Someone needs to Meltem, Meltem 😆

[Elipsays @Elipsays1]

@darkside2030 You could probably take out a collateralised loan instantly though

[Julien Bittel, CFA @BittelJulien]

I can see all of Fintwit back to hurling insults at each other again, so I figured I’d share my view and try to be a voice of reason, even if I end up being wrong.

It’s my job to stick my neck out. I’ve been doing it for years, and I’m still here.

For what it’s worth, I think Bitcoin is forming another broadening wedge pattern, which is typically a bullish setup (chart 1).

We’ve seen plenty of these in the past, and right now we’re testing the lower boundary of support.

Another thing to note is that this bull market is officially 2 standard deviations oversold on the log regression channel (chart 2).

Unless the bull market is over, which is not our view, these levels are about as good an opportunity as you’re going to get to add to this market.

Also worth pointing out, Bitcoin’s Bollinger Bands have only been this tight three other times in its entire history (chart 3)…

What does that mean?

We’re in a mega low-vol environment…

Right now, the bands are as tight as they were in September 2023, just before a 200% rally.

That move lasted from September through March 2024, with a 20% correction in January before prices rallied another 90%.

The next chart shows the last three times Bitcoin’s Bollinger Bandwidth was less than or equal to 22, along with the forward twelve-month returns (chart 4).

The sample size is small, but the results have been extremely positive…

It’s the classic beach-ball-underwater dynamic. The harder you push it down, the more explosive the move when it finally breaks free.

All in all, we need to do better when times are tough. It’s not just your hopes and dreams caught up in this trade, it’s ours too. Fintwit can be powerful when you follow the right people who are genuinely trying to help. We’re not gurus, but we’ve been doing this a long time, built comprehensive frameworks, and we’re doing our best to share what we’ve learned.

At the same time, there’s a ton of poison and hate out there. Avoid it. When times get rough, we should rally around each other and stay focused on the big picture.

This is a 70-vol asset. If you can’t handle that level of volatility, this asset class might not be for you. If you don’t believe in crypto and the life-changing tech it brings, it’s hard to stomach the swings.

The only way to survive this kind of volatility is to extend your time horizon. When you think in days or weeks, every move feels like life or death. When you think in months or years, it all fades into noise.

Once you stop fighting volatility and start embracing it as a feature of this space, everything changes. Volatility turns into opportunity. It’s a gift that lets you add to your conviction.

Our view remains that Q4, once the dust settles, will be bullish, and we’ve done a ton of work to support that view.

That’s the best I can leave you with on days like this.

Good luck out there…

[Elipsays @Elipsays1]

@scottmelker @mikemcglone11 @RaoulGMI what’s your take on Mike’s view, that’s it time to sell everything, with gold prices so high, and correlation to equities.

[Elipsays @Elipsays1]

@Melt_Dem @stripepress @dwarkesh_sp @gleech Would love your feedback on if it’s worth the read!!

[TONY™ @TONYxTWO]

“When was America great for us black people?”

“Right now.”

“America is a great place. I don’t understand how we are not acknowledging that… It’s the greatest country ever, and if we don’t start acknowledging that, we’re gonna screw up something good.”

THIS!! 🔥👇🏼

[hinata @HinataMotivates]

This man shows how we're constantly being manipulated and how they lied to you.

[Elon Musk @elonmusk]

Precisely

[Elipsays @Elipsays1]

@eliana_jordan Hey Eliana, dropped you a DM re your work in Africa 😊

[Elipsays @Elipsays1]

@ProofOfMoney Why do we assume ai will use BTC? Surely something like Sol or other layer 1’s

[Elipsays @Elipsays1]

@ElonMuskAOC No because we need to know who they are.