Ares

• Proud Co-Founder of the @SombrasSolana community • Web3 Angel Investor • $SOL, $JUP & $PUFF maxi

[Ares @AresCryptoX]

@CryptoSmartEd @Lighter_xyz @USDai_Official @trylimitless Noted! Will do some research during the weekend 📚🧐

[Vias C. Nicolaides, Ph.D.🧙‍♂🐉 @CryptoSmartEd]

#Rate #cuts aren’t inherently “good” or “bad.”

The impact depends on why they happen!!!

Is it due to weak growth? financial stress? disinflation?

Yet most discussions reduce it to “cuts = bullish/bearish.”

The nuance matters.

[The Kobeissi Letter @KobeissiLetter]

President Trump just allowed 401(K)s to buy crypto.

Here are the numbers:

1. Total invested in 401(K)s: $9 trillion
2. Total market cap of crypto: $4 trillion

In other words, capital worth 2.25 TIMES the size of crypto can now access crypto.

We are still early.

[Pobre Millenial @pobremillenial]

Lección de marketing del día:

Hoy una acción me ha caído un 45% y como no, un servidor ha sido el tema del día aunque lleve un 93% YTD.

Resultado: 245% en el día arriba mi facturación. Todos hablan, yo siempre gano.

Comenta $LFMD y te mando un 45% de descuento en mi substack

[The Kobeissi Letter @KobeissiLetter]

For the first time in over 3 decades, 2 Fed members dissented today's Fed decision:

There is a growing divide within the Fed.

[Ares @AresCryptoX]

@gametheorizing @econoar

[Ares @AresCryptoX]

@JustinCBram @0xSteadyLads

[Pobre Millenial @pobremillenial]

122

[Vias C. Nicolaides, Ph.D.🧙‍♂🐉 @CryptoSmartEd]

Apart from $BTC at ATH, the real debate is the @pumpdotfun token launch.

$PUMP is a $4B FDV bet on reflexivity, distribution, and speculative velocity.

$35M/mo in revenue, 25% rumored buybacks, no insider unlocks at TGE, appears structurally clean. With US/EU sidelined, and if $BTC behaves, expect the market to chase.

That said, I don't like the tokenomics (66% to insiders/early investors; 24% earmarked for the community), but this will have implications in the longer term.

[VirtualBacon @virtualbacon]

This is massive. The FED quietly proposed cutting the SLR ratio yesterday. This mean big 5 banks can have free leverage to buy treasuries, same form of stealth QE used in 2020.

[The Kobeissi Letter @KobeissiLetter]

The bull case of this weekend’s events:

While the Israel-Iran war has undeniably escalated with US involvement, it’s not all bad news.

In fact, there may be a situation where this weekend’s events lead to a faster conclusion of this conflict.

This situation would be one where ALL sides can claim a “win.” Here’s how it may look:

US strikes on Iran were the most expected “unexpected” event of this war.

If anything, it was a way for the US to appear strong after months of threatening rhetoric from Trump to Iran.

On the flip side, it also allows Israel to say they “successfully” destroyed Iran’s nuclear capabilities.

But, what about Iran?

Between threatening to close the Strait of Hormuz, strikes on Israel, and potential retaliation against the US, Iran can maintain an image of power.

Then, as Israel and the US believe Iran’s nuclear capabilities have been contained, they will come back to the table for a deal.

At that point, a deal becomes even more likely as all parties can claim a “win.”

Israel will say they destroyed Iran’s nuclear capabilities, the US will say the same, and Iran will say they successfully repelled Israel and the US.

And, to top it all off, Russia and China are becoming mediators in this conflict, despite other unrelated tensions, bridging relations with the US as well.

While all of the headlines are negative right now, there is still a highly viable path to a short-lived conflict.

We are optimistic.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Oil prices rise+2% at the open in the market's initial response to US strikes on Iranian nuclear facilities.

Once again, this is not a market that is pricing-in a long-term conflict.

[ₕₐₘₚₜₒₙ @hamptonism]

man, what is my quant doing…

[The Kobeissi Letter @KobeissiLetter]

Current situation:

1. Stock market futures are falling like the war is escalating

2. Gold prices are falling like a peace deal is near

3. Oil prices are rising like the war is escalating

4. Yields are rising like a peace deal is near

5. Natural gas prices are rising like the war is escalating

6. Sliver prices are falling like a peace deal is near

The market can’t make up its mind.

[Ansem 🐂🀄️ @blknoiz06]

the rotation was $SOL -> $SUI -> $HYPE if you caught even 1 of these for the meat of the move you're chilling

if you compounded 2 or 3 then you're SUPER chilling

[The Kobeissi Letter @KobeissiLetter]

Truly incredible:

Oil prices have completely erased ALL overnight gains and turned red.

Some of Iran’s largest oil and gas facilities are shut down and destroyed.

Yet, oil prices are falling.

What does the market know here?

[Ares @AresCryptoX]

@gametheorizing You got this!! 🫡🙌

[Ares @AresCryptoX]

@gametheorizing 😂😂