Market Insights with FRR

I post daily market commentary to help investors understand macro markets. opinions are my own NFA.

[Market Insights with FRR @FrontRowRecaps]

If you're looking to buy ETH in the next month read this before you do....

7/11 - Daily market commentary from someone who has a front seat on all things markets 🧵👇

[Market Insights with FRR @FrontRowRecaps]

@WClemente I think the take away here is to not own real estate. Assuming the scenario comes true, this will not be a zero sum game where some states realize a surge in real estate demand. I think it’s a conversation of who gets hurt least if that makes sense.

[Market Insights with FRR @FrontRowRecaps]

@mayamaster @WatcherGuru Trump China tariff headlines

[Spencer @spencer]

Heading to bed dreaming of one thing soon(ish)

[Market Insights with FRR @FrontRowRecaps]

@benjamincowen lol

[Market Insights with FRR @FrontRowRecaps]

I know something with absolute certainty:

The public adoption of ETH hasn’t even started.

Everyone here right now has been here. Retail doesn’t even have their pinky toe in the door.

Sources? Literally just talk to anyone that isn’t your crypto Twitter friends.

[Market Insights with FRR @FrontRowRecaps]

Send it 📈

[Market Insights with FRR @FrontRowRecaps]

@wizardofsoho Just not sure it matters a ton. Only thing that really matters is CPI print so anything coming out of today should be brushed off.

[Market Insights with FRR @FrontRowRecaps]

@spencer @moonbirds Nudebirds will live on forever @SmokeDetect

[Market Insights with FRR @FrontRowRecaps]

@wizardofsoho This is the way

[Market Insights with FRR @FrontRowRecaps]

@spencer Pretty birbish

[Shawn Ryan @ShawnRyan762]

Take big risks in life. You will lose more than you win. You will build an education and learn from your losses, but the wins will be life changing.

[Market Insights with FRR @FrontRowRecaps]

Even if we continue to dump through September, this still doesn’t feel like the end of the bull run.

CPI can make everything else irrelevant. Inflation in check means one thing, rate cuts. Which means up only. Price discovery mode.

Don’t fight the fed.

[Market Insights with FRR @FrontRowRecaps]

Was hoping for a rally through end of August on back of low resistance (sellers on vacation) and NVDA earnings (Aug 27th).

Current course reverses with a dovish Powell at Jackson Hole (Friday) as sentiment is negatively skewed at moment

Regardless, September seasonals are ugly

[Market Insights with FRR @FrontRowRecaps]

Timeline is a perfect example of “narrative follows price, not the other way around”

[Market Insights with FRR @FrontRowRecaps]

@rektfencer Do you understand how ETFs work?

[Market Insights with FRR @FrontRowRecaps]

Portfolio looks something like this:

Jensen (NVDA)
Musk (TSLA)
Saylor (BTC)
Tom Lee (ETH)
@spencer @moonbirds

Heavy allocations. Large bets.

When you have operators you believe in, this investing thing gets a lot easier.

Sometimes it really is that simple.

[Market Insights with FRR @FrontRowRecaps]

Cant name a project with more momentum than @moonbirds

Feels like every pullback is an opportunity (or a missed one at how fast the bounce back is.

Market clearly believes in @spencer it’s a dangerous train to get in way of.

[Market Insights with FRR @FrontRowRecaps]

@spencer

[Market Insights with FRR @FrontRowRecaps]

@spencer I like winning

[Market Insights with FRR @FrontRowRecaps]

@JoshXET @benjamincowen This time feels 📈📈📈

[Market Insights with FRR @FrontRowRecaps]

Should be watched in full. Ben is Bible. It feels really really really good right now.

Seeing $80,000 price targets flying around...

Strap in, be prepared for the CPI print this week and don’t be afraid to take profits on the way up.

@benjamincowen

[Benjamin Cowen @benjamincowen]

#Ethereum: A Realistic Price Prediction for this Market Cycle

https://t.co/X6stTj26wu