Chad Chaddington

Portfolio Manager | Trader | Politics for fun

[Chad Chaddington @Millyrc_]

@Motion_Viz 2026

[Chad Chaddington @Millyrc_]

@cullenroche This is fair but from what I understand, they have sufficient collateral to meet margin requirements until btc price falls below $4k. Everything is within the realm of possibility but just doesn’t seem like a likely problem at this point imo

[Chad Chaddington @Millyrc_]

@LimitlessXBT 2/ tooth. My bias is probably bc I just don't see inflation as a long term issue based on my research, but ofc it's hard to predict how things play out

[Chad Chaddington @Millyrc_]

@LimitlessXBT 1/ Still waiting on things to unravel at some point. I think fed policy will cause markets to reprice but no major 20%+ spy selloff unless there is also a major structural/geopolitical/credit risk. I think we don't get that until 2023 when this bull run is really long in the

[Chad Chaddington @Millyrc_]

@LimitlessXBT 2/ near term but we'll see how everything plays out

[Chad Chaddington @Millyrc_]

@LimitlessXBT 1/ I respect that. My general base case is there is still so much liquidity that markets won't just fold and mid to long term deflationary forces will get inflation under control fairly quickly. I do see a lot of other tail risks that can tank markets but don't see it as likely

[Chad Chaddington @Millyrc_]

@runtheirstops Looks like a range 🤷

[Chad Chaddington @Millyrc_]

@CryptoParadyme Agreed. Extended period of negative funding, with the worst case scenario of macro events getting priced in while everyone is bearish and hoping for a crash. Highly doubt we get it.

[Chad Chaddington @Millyrc_]

@Pentosh1 By the time CT adjusts the sails, the next narrative is already setting up. Worst case scenarios getting priced in, everyone bearish and hoping for a crash after months of downtrending. Perfect setup for a btc disbelief rally in my experience

[Chad Chaddington @Millyrc_]

@LimitlessXBT I don’t disagree we’re at the late stages/end of the bull run but all I see now are participants being bearish and short interest building up. Fed tightening has been expected by the market for some time, all that matters now is the rate of tightening relative to expectations

[Chad Chaddington @Millyrc_]

@TheBearGangNFT @SolanartNFT @SolanartNFT @DigitalEyesNFT please help our community and update royalties to 5% going to a community wallet for our DAO. We already have the wallet set up.

[Chad Chaddington @Millyrc_]

@CanteringClark This is the wrong approach for most imo. Did the market give an impression at 3.8k that it would reach 60k+ within a year? If a person based on their macro thesis has a 100k target for this year, that's totally fair and reasonable given bitcoin's volatility and historical returns

[Chad Chaddington @Millyrc_]

@cryptodude999 Agree he's too leveraged but the play he made is smart imo. He's betting on BTC long term through long term financing and it's structured so that he's not obligated to sell even in the event of a crash. The operating business can service the debt, so there's no risk of default

[Chad Chaddington @Millyrc_]

@Pentosh1 @Crypto_Chase Great read, very important to be aware of macro. Given you are still invested, what indicators are you looking at to pull out of crypto and do you see any hedge against the collapse other than a flight to safety in dollars?

[Rob Paone @crypto_bobby]

It's totally fine I don't own any DOGE, I'm in assets with strong fundamentals and token value accrual

[Chad Chaddington @Millyrc_]

@krugermacro CBDCs will surely be implemented with mechanisms to further dilute its currency. This will only be positive for crypto

[Dr. Parik Patel, BA, CFA, ACCA Esq. @ParikPatelCFA]

Imagine calling Ken Griffin, Vlad Tenev, Gabe Plotkin and Keith Gill in front of the house only to ask the dumbest questions showing you literally know nothing about finance