NathOnMarkets

Crypto, bro

[NathOnMarkets @NathOnMarkets]

The #marketcrash feels like a knee-jerk panic driven by hastily recalculated models grappling with a new tariff structure. It's unlikely PA is reflecting a steady-state reality yet. However, #Bitcoin has a simplier narrative based more on liquidity (likely up bigly soon), which might explain its relative stability amid the chaos.

[NathOnMarkets @NathOnMarkets]

@blknoiz06 @MetaDAOProject @AviciMoney spare some sheckles for $UMBRA

[NathOnMarkets @NathOnMarkets]

@CavanXy Quality hopium, uncut, nice

[NathOnMarkets @NathOnMarkets]

@DefiIgnas Never talk shit about Hamster Racing

[NathOnMarkets @NathOnMarkets]

@CryoPalmar @Backpack @solana @sunrisedefi Mad Lads is the way I'm playing this swept the floor yesterday. At around $1k per NFT it's easy to underwrite as a call option on the success of $SOL and $BP

[NathOnMarkets @NathOnMarkets]

@Nic_Wenzel_1 I've been feeling the same but ended up buying PURR. I like the slightly leveraged element, something like 1.5x

[NathOnMarkets @NathOnMarkets]

https://t.co/HOXiyggRTt

[NathOnMarkets @NathOnMarkets]

Honestly I sold my original Mad Lad ages ago because I didnt expect the team to execute as well as they have. They proved me wrong, congrats! And fock it

[NathOnMarkets @NathOnMarkets]

Joined the @MadLads community as call option on bothe the success of Solana and @Backpack. It's the simplest leverage on two great assets $SOL and $BP here's why:

[NathOnMarkets @NathOnMarkets]

While the @Backpack team have not mentioned any benefits for new NFT holders, the fact that the floor price is up 87% on the week, about 30% higher than $BP show the market is willing to re-rate on the association alone

[NathOnMarkets @NathOnMarkets]

@CryptoParadyme Why overweight Brian? He's not an analyst

[NathOnMarkets @NathOnMarkets]

I coded a sick trading tool using Fable: Helios v3 Regime Signal Tool, it's got me long and stong on #BTCUSD 1H chart https://t.co/6E4O8d6g1J

[NathOnMarkets @NathOnMarkets]

@level941 what are you blathering about?

[NathOnMarkets @NathOnMarkets]

@Jamie1Coutts Thanks for this

[NathOnMarkets @NathOnMarkets]

@seth_fin That's actually quite good hopium

[NathOnMarkets @NathOnMarkets]

@AndreasSteno The why do you work for Raoul Pal?

[NathOnMarkets @NathOnMarkets]

@Pentosh1 I love the old school phone names coming back, I've been accumulating Nokia $NOK though the thesis is more optical-cable based

[NathOnMarkets @NathOnMarkets]

@DariusDale42 @adamtaggart well said sir

[NathOnMarkets @NathOnMarkets]

PS. I will be using @JupiterExchange DCA feature to accumulate then move to @zodl_app wallet for long term storage

[NathOnMarkets @NathOnMarkets]

1/3) Bidding Zcash $ZEC here. Here's why:

Zcash is a $BTC competitor. Therefore it's success should be measured in terms of comparative market cap.

[NathOnMarkets @NathOnMarkets]

3/3) Now let's assume I'm an idiot and I'm way over-estimating things. Lets see BTC gets to a mere $2T market cap (roughly 100k per bitcoin) and lets say Zcash only wins 2% of that market cap. That gives us a valuation for Zcash of $40B over 4x from current prices.