JJT The Sigma Trader

[JJT The Sigma Trader @JJT_RB]

黄金 现在 是受 加息影响因为 流动性紧缩 和不像美债 有利息 ，同时 股市这种既有成长又有分红的的标的也还很强，同时 石油的价格高位会让很多国家需要有更多的美金储备 ，这些全部都对黄金不利

但 我个人 有一个过后的认知是 黄金 大概会跌到3700，然后 如果股票真的slow down ，那投资者就会重新思考黄金 ，尤其是如果停战 石油的价格低的话 ，各个国家就会又囤黄金 ，到那个时候 黄金就会回涨

[JJT The Sigma Trader @JJT_RB]

黄金 应该需要先跌 ，因为 能源危机 ，很多顶不住 的国家 美元又不够的 就需要先出售黄金

[JJT The Sigma Trader @JJT_RB]

Cash is the most valuable asset right now. People often forget that cash itself is an asset. When everything else is priced too high, it means cash is extremely undervalued. Some argue that inflation reduces the value of cash, but think about it — inflation might be only 2–3% a year, while stocks and crypto can surge 200–300% a year. In that kind of environment, holding cash isn’t weakness… it’s opportunity.

[JJT The Sigma Trader @JJT_RB]

很多小道消息说 这次比特币暴跌 是很多灰产大佬 因为太子集团的事 不敢再百分百相信比特币 疯狂砸盘

[simon @simononchain]

the revenue meta has some weird quirks

$shfl pays holders actual usdc from real revenue, would rank 12th on defillama if tracked, yet trades at just 4.3x annual distributions like a penny stock

$rlb's discount makes a bit more sense given transparency concerns and undoxxed team

but shfl's valuation is puzzling: doxxed team, verifiable onchain distributions, substantial revenue generation, growing market share

meanwhile defi bluechips like $hype, $ray and $jup trade at massive premiums despite just doing buybacks

this is not tom mention that most tokens:

a) don't even generate substantial revenue
b) have no path to doing so
c) have no clear value accrual mechanisms at all
d) do buybacks and burns which have questionable effectiveness outside of $hype

if you're deploying to alts in this "revenue meta" environment, how many projects are actually delivering transparent usdc dividends with reasonable risk-adjusted returns at this scale ($1.2 million distributed to stakers last month alone)?

markets pricing sector reputation over fundamentals or we're looking at obvious mispricing

[JJT The Sigma Trader @JJT_RB]

@khoo_q ꧁ťhree mìłľĩöņ ņøw꧂

[JJT The Sigma Trader @JJT_RB]

@_jacurtis Love it!!! But can I request messenger bot instead?

[JJT The Sigma Trader @JJT_RB]

@_jacurtis @ProductHunt cool

[JJT The Sigma Trader @JJT_RB]

@GregWessonCEM @_jacurtis @SlackHQ becoz it's not learning from Jacurtis tutorial...if nt it will be smart like me =P

[JJT The Sigma Trader @JJT_RB]

@_jacurtis Alex....are thr any possibilities you will be doing a facebook messenger bot tutorial...I think it will be super awesome haha

[JJT The Sigma Trader @JJT_RB]

@_jacurtis The free credit for vultr is not working...any idea Alex?