Mindshare Minder

Building @mindshare_mkt, investing for fun and profit

[N1 @N1Chain]

Introducing N1: not another altvm, not another modular something, not another overfarmed quest program

N1 is a new L1, set to enable all code, all apps, _everything_ onchain

[Mindshare Minder @MindshareMinder]

It’s not about the volume it’s the highly toxic insto flows

[Mindshare Minder @MindshareMinder]

Cme still leading the drop here -200 basis

[Mindshare Minder @MindshareMinder]

And the bank did fall

[Mindshare Minder @MindshareMinder]

Smelling a crypto liquidation cascade here

[Mindshare Minder @MindshareMinder]

Smelling a crypto liquidation cascade here

[Mindshare Minder @MindshareMinder]

Now let’s retrace BTC

[Mindshare Minder @MindshareMinder]

Ok actually reading the earnings, double beat. The fact that we went down 5% on that is even more concerning

[Mindshare Minder @MindshareMinder]

There you go

[Mindshare Minder @MindshareMinder]

Think $AAPL is headed for a miss

[Mindshare Minder @MindshareMinder]

Think $AAPL is headed for a miss

[Mindshare Minder @MindshareMinder]

True for put call ratios as well, especially on BTC. We love our backspreads

[Mindshare Minder @MindshareMinder]

No shit?

[FinancialJuice @financialjuice]

FRANCE’S PRESIDENT MACRON: EUROPE HAS MADE A HISTORIC ERROR IN CRITICAL INFRASTRUCTURE.

[Mindshare Minder @MindshareMinder]

Right on target, $TSLA down like 8%

[Mindshare Minder @MindshareMinder]

1/ A salient data point in calling TSLA earnings. Going off positioning and psychology. We know that Elon has bullshitted his way out of like the last 7 earnings with one off revenues and credits

[Mindshare Minder @MindshareMinder]

10/ grift works well but at some point, it succumbs to its own gravity as the required energy for it going up become much higher than the natural way down

[Mindshare Minder @MindshareMinder]

1/ A salient data point in calling TSLA earnings. Going off positioning and psychology. We know that Elon has bullshitted his way out of like the last 7 earnings with one off revenues and credits

[squawksquare @squawksquare]

BREAKING: Elon is tweeting before $TSLA earnings.

[Mindshare Minder @MindshareMinder]

9/ cat is still out of the bag as it is only 4:37 as I am writing this, call not live yet, but the 2 pieces of info I know (Elon pre-emption and $TSLA earnings price action) makes it highly likely that the path forward is lower