Todo indica que en las próximas semanas el primer mundo va experimentar algo que los Argentinos aprendimos en las últimas décadas: imprimir billetes para financiar déficits, a la larga o a la corta, se paga con inflación, devaluación, recesión, desempleo y pobreza.
Como vi que algunos pedíais conseguir el merch de BNB, he conseguido una caja con productos para alguien de la comunidad 🔥
Lo habéis pedido así que aquí lo tenéis y participar es totalmente GRATIS
Solo tienes que:
• Seguirlos @BNBChainLatAm
• Dejar un me gusta + RT a este post
• Etiqueta a un amigo en los comentarios
Si realizas estas 3 acciones, estarás siendo elegible para el drop 🪂
¿No sabes lo que viene dentro?
Pues pégale un vistazo al post citado donde hago mi propio unboxing
Podéis participar hasta el miércoles 29, es decir 48 horas y el ganador/a se anunciará el jueves día 30
¡Mucha suerte!
Los ingleses le fueron a llorar al gobierno de USA, que expulsen a Argentina por las malvinas y se fueron domados
"la remontada que les hicieron fue increíble, ustedes pensaban que al fin ganaban y van a tener que esperar al 2030, messi puede decir lo que quiera🗣"
Actualizo lista de podcast/programas que me gusta escuchar para estar actualizado.
Dato no menor es que, a mi parecer, ninguno de estos programas son partidarios de nada, son bastante objetivos y cero mala leche. Objetivo: Informar para ayudar y punto.
- FMI Podcast (@LeanZicca) Economía y Finanzas, se divide en dos episodios semanales uno nacional y otro internacional. Apto para todo publico el contenido.
- La Guita Podcast (@oligolds y @Alanzuchovicki) entrevistas a diferentes personalidades relacionadas con finanzas y economía, super descontracturado pero preguntas MUY buenas. Me gusta la dupla. ATP tmb.
- La estrategia del Día (@franaldaya) te resume todos los días las noticias de economía y finanzas también mete entrevistas, es cortito lo escuchas yendo a la oficina y te pone al corriente.
-El inversor (@Alanzuchovicki y @Santiagobulat) programa de finanzas y temas macro, incorporan muy bien temas micro y macro de actualidad. Llevan invitados muy copados.
- La fabrica Podcast @lafabricapodc grupo de pibes industriales que entrevistan a diferentes lideres de la industria y cuentas su historia de vida. Los chicos saben llevar muy bien la entrevista. No hay chance que note enganches con algún capítulo.
- Juntala (@larilopezcalvo) Lara esta mucho en actualidad asi que tambien mecha con noticias económicas el contenido explicado fácil y rápido.
-Policy Makers (@fbbarragan) lo incorporé este año, entrevistas y debates a diferentes personas del ambiente político sobre temas de política económica. Clave este año y sobre todo el que viene con la elección por delante
- Invertidas Podcast @InvertidasPod (@sofiasargiottoc ,@RomiChamorr0 y @__CaroGomez) tres mujeres con formación de mercado (alycs y bancos) entrevistan a diferentes referentes sobre temas financiero pero con un objetivo claro de educar sobre instrumentos de mercado.
-El Club del Ladrillo (@beltranbriones_ y @Nicokiperszmid) entrevistas a diferentes referentes del sector real estate. Comparten su historia y su visión de la actualidad.
- Futuro en Construcción (@bilinkis) No es puramente de economía, pero toca temas de economía del comportamiento, debates filosóficos e inclusive éticos sobre temas de tecnología y siempre con DATOS
Hace dos semanas Elon dijo que SpaceX debería facturar 1 trillion en 2030 y que le sorprendería mucho que no lo logre para 2031.
Si decidís creerle, eso implica multiplicar la facturación 54 veces. En promedio, un crecimiento del 123% anual, durante cinco años seguidos.
En 2025 facturaron 19 billions. Y este año, la facturación viene encaminada para cerrar en más de 39 billions.
Si investís en $SPCX, recordá que tenes acceso a los documentos oficiales y los balances financieros trimestrales desde la web oficial: https://t.co/hD5F37yffk
Al igual que Tesla, solo hay que agregar "ir." adelante, que significa Investor Relations. Si dejás tu mail, te llegan las novedades a tu inbox.
No closes yet, but it seems very likely that Bitcoin locks in a break below the First Low Bear Band, triggering a move to the Second Low Band at 44.5k.
The cycle bottom target here is on the lower end of my projections at 28.5k.
I am being very patient for the right cycle low conditions, I am not afraid of "missing out".
Especially as returns diminish and the possibility of a lackluster cycle (which most people find impossible) looms, it is more important than ever to wait for the best time to invest.
I think plenty of people will "call" the cycle bottom this go around, because if you do it at every low, eventually you'll be right. Was buying altcoins at their cycle bottom impressive last cycle? For most... not at all. The big "kicker" will be if Bitcoin only reaches... or doesn't reach, ATHs next cycle.
It's the invincible twist, because almost no crypto influencer has a plan for a complete cycle flop.
"So what will you do then, CryptoCon?"
At this point, I am very uninterested in buying Altcoins in the upcoming cycle. I think they are being challenged as a viable sector, like NFTs.
I do think Bitcoin still has potential. Even a run from low prices to near previous ATHs is a good return.
I also believe this would be temporary. And once the losers have been obliterated, a select few crypto will rise to maturity to continue more modest growth.
Diversifying seems smart. Stocks, Index Funds, and ETFs have become more interesting. I'm still waiting for good buying opportunities there too, before I allocate.
According to the Quartercent Cycles Theory, a major pause/recession is not projected until 2034, making it a great candidate for diversification.
Lots of discussion on the Halving Cycle lately...
Love it or hate it, the Halving Cycles Theory is one of the only models made for Bitcoin that has actually worked.
People doubted the cycle all the way up from November 2022 to October 2025, and they're doing it again on the way down.
The Halving Cycles Theory doesn't view cycles as 4 data points; it's 11 different points per cycle for a total of 45 data points that have each come within their 3 month windows.
The bear market is what makes the opportunity. Can't buy at great prices without it.
I think there is a higher probability odds than prior times that the 4 year cycle does not play out the same as compared to previous times (which involved a lower-low around month 47 or 48)
There have been dozens of bottom signals that flashed in Q1 2026 in synchrony that flashed at the lows in 2014, 2018, and 2022 together when the 4 year cycle low took place
These signals did not flash in the middle part of the bear market price action during the prior cycles as being compared to (around the test of the 200 Daily SMA mentioned) - they were present at the bottom & not in the middle on test of 200 SMA. The countertrend rally also has lasted 89 days so far from low to high which is abnormal for a bear market rally. An 89 day rally has only taken place in a bull market rally.
Another issue is the timings of the weekly cycles. In the past the weekly cycles were approximately 24 weeks long (6 months) and there would be 8 of them within the four year cycle. This cycle the weekly cycles have been 31-32 weeks long and the next weekly cycle low falls at the end of June/early July so it falls on month 44 which is in 10% range of when the 4 year cycle low would be due so its entirely possible the low is aligned with the next weekly cycle low - with that said whether it happens in June/July or October is not overall that important but could be a slight curveball. The last cycle low came in late on Month 46 so a cycle low on month 43 or 44 would not be to crazy IMO
Lastly a cycle low does not have to be a lower low. Often with the daily/weekly cycles you see higher lows. This hasn't been seen with BTC for its 4 year cycle but there have only been 3 data points so based on the data above and given BTC has broken has broken high time frame resistance on the monthly (above 74.4k) it increases the odds of a higher low as prior times when high time frame resistance was broken it meant the bottom was in and the low was not retested after
Also just an interesting data point; the searches for "4 year cycle" went vertical in Q1 2026 on trends so it has become very popular unlike prior times
We will see, I do believe the odds of a cycle low on month 44 are higher because of the weekly cycles not aligning here. Also the odds of a higher-low to mark the 4 year cycle low are also higher given the price structure on this rally and the signals that flashed in Q1
Pacifica Week 37 Update 🌊
🔹 763 points
🔹 $38,119 volume
🔹 Cost per point: FREE
🔹 Rank #541 on @pacifica_fi
Still running pretty much the same setup as the past few weeks:
🔸 Long Gold open
🔸 Short PAXG open
🔸 A few opportunistic trades here and there
But this week there’s one thing worth highlighting:
Backpack funding has been absolutely carrying the strategy lately.
Not just this week, but across the last several weeks, the funding payments alone have been covering a huge part of the farming costs, making the entire Pacifica setup feel incredibly efficient.
At this point, Pacifica farming has honestly become very simple for me.
- No complicated rotations.
- No aggressive overtrading.
- No constantly chasing new strategies.
Just maintaining the core setup and letting the funding work in the background while accumulating points consistently.
As long as BP funding stays this favorable, the efficiency is honestly kind of insane.
Especially considering:
✔️ sustainable setup
✔️ low maintenance
✔️ consistent point generation
✔️ funding helping offset costs
> Takeaway:
Sometimes the best farming strategy isn’t the most active one.
If you can find a setup with strong funding dynamics and maintain consistency, the process becomes much simpler and much more efficient.
Chainlink node operators only accept the $LINK token for services rendered. They are already receiving institutional offchain payments converted to LINK thru Payment Abstraction. Clarity formalizes the rules for retail staking and distribution of revenue to stakers.
Once we have those regulations - your asymmetric opportunity evaporates. But if your risk/reward tolerance is set to pussy - wtf are you even doing in crypto?
The Bear Flag active since early February is now tied for the longest running since November 2021 at 100 days.
Price is rejecting from the top of the flag.
Again, the flag typically breaks down after the second major retest of the top, which is now complete.
The average drop after a bear flag breakdown is about 30%, but has been as low as 16% and as high as 40%.
A 30% correction from the current bear flag bottom would take Bitcoin to $50,000.
🚨INCREDIBLE WEEK FOR $LINK🤯
Chainlink integrated with two of the biggest names in TradFi with the DTCC & Fidelity. And also 2 huge exchanges Coinbase & Kraken.
Some top cryptocurrencies haven’t landed any partnerships of this size ever and @chainlink did all that in a week.
⚠️ THE CLARITY ACT MAY STILL FAIL FROM BECOMING A LAW - 7 REASONS WHY
1st: Senate Bill Merger
The Banking Committee text must first merge with a parallel bill from the Senate Agriculture Committee.
Any compromise text will likely face new opposition.
2nd: The 60-Vote Wall
Once reconciled, the bill faces a full Senate floor vote requiring 60 votes to overcome a filibuster.
Republicans hold only 53 seats. This means AT LEAST 7 Senate Democrats must cross over.
3rd: The Ethics Fight
Democrats are demanding a conflict-of-interest provision banning the President and officials from profiting off crypto.
White House opposes this. If unresolved, the 60-vote math collapses.
4th: The Banking Lobby
Banks are still pushing to:
-Kill the DeFi safe harbor
-Tighten stablecoin yield rules further
-Strip developer protections
Banks may appeal to senators OUTSIDE the Banking Committee before the floor vote, opening new pressure points.
5th: House Reconciliation
The House passed its OWN version (H.R. 3633) in July 2025. The Senate version added new language on stablecoin yield, DeFi, insider trading, and bankruptcy.
Both chambers must vote AGAIN on a unified bill.
6th: The August Deadline
The floor vote must happen by August. Miss it, and midterm campaigns take over.
The next window could be 2030 or beyond.
7th: Rulemaking Delay
Even if signed, the law has a 360-day delay. SEC and CFTC must write the rules.
Most compliance deadlines land in 2027-2028.
The hardest part is still ahead.