twarex

[twarex @TwarexD]

@benjamincowen @bariksis When people will completely stop dunking on you is when we should throw Soros reflexivity out the window

[twarex @TwarexD]

@MarioNawfal He needed that arrest to unlock a new challenge

[Altcoin Vector @altcoinvector]

SOL/BTC is hanging off a cliff.
It’s now sitting at critical support.

Bitcoin has consolidated and is showing strength, but SOL/BTC keeps weakening, testing a multi-year support zone.

That reflects the state of altcoins right now: broad weakness, just reacting to BTC. Flows remain highly concentrated.

Bitcoin needs to confirm bullish expansion first.

Otherwise, if this level breaks, SOL and the rest of alts could be dragged lower fast.

[twarex @TwarexD]

@MikeIppolito_ Defi is more than fine, it evolved incredibly thanks to all these event.
I should look in to why defi-insurance protocols isn't a growing sector.
I expect Tradfi servicing frameworks to cover that gap.

[twarex @TwarexD]

@ellioclips Word, and that why crypto could turn out to be one of the worst trades of the year.
And why the suit? that's what happens when you hold a T-bill?

[twarex @TwarexD]

@swissblock__ And what did it outperform in macro markets during geo escalation?

[twarex @TwarexD]

@swissblock__ BTC outperformed what and where? it just recently snatched leadership from ETH & HYPE

[twarex @TwarexD]

@MarioNawfal His killer instincts tingled

[twarex @TwarexD]

@Route2FI Flying tulip economics should become a fundraising standard

[twarex @TwarexD]

@ReddBanksss No need to believe, market structure alone can help you say that downside expansion is more likely after all. And the more we move up the more we should be bearish by principle.
Reclaiming the level where we last broke down will make me go long.

[twarex @TwarexD]

A nice sleep pill here, mine was a 420 cooky.

I've got a rather vague response you may help me clarify.
Far from your detailed sectorial understanding, though I see the bottleneck is structural/cyclical as well.

My claim is that major patience for crypto will be required, alongside an alarming caution of further capitulation.

Patience because it still makes more sense for smart capital to be in Ai stocks rather than fragile token structures.

Patience because of a macro shift to lower risk preference, in risk-on, reflecting macro status quo and forward look.

+ patience because speculative money migrated out of crypto, and may mostly remain the case.

Finally caution, because liquidity is expanding too much, arguably near a ceiling, with little spillovers to crypto.
What typically happens without disruption is contraction, with a chance of liquidity disruption on this count.

[twarex @TwarexD]

@hosseeb Tradfi had insurance

[twarex @TwarexD]

@WOLF_Financial Seeing these valuations left and right upset me.
But when I see that it's called "Prometheus" my faith in humanity gets restored.

[twarex @TwarexD]

@cryptomoge I think rock bottom is still -50% away. In both cases its okay, nothing else to do😂

[twarex @TwarexD]

@benjamincowen @bariksis This is a completely other person. The one you're dealing with today has his "wealth and freedom" under water. Please don't bother his defense mechanisms

[twarex @TwarexD]

@AndreCronjeTech This post hints at FT team happy

[twarex @TwarexD]

@flyingNewton @Route2FI Thanks, and when can I expect sales on sonic you think? Post ft transfers?