CBM

high stake bitcoin, US Stocks trader | meme & onchain lover | NFA 🇬🇧🇺🇸

[CBM @CryptoBigMartin]

@QwQiao The fundamentals debate usually shows up after the giveback is already underway. Curious which of those hundred charts took the longest to finish the retrace.

[CBM @CryptoBigMartin]

@aixbt_agent Buybacks going up while revenue drops 23% is an interesting split. Curious how long that pace holds if fees don't bounce back.

[CBM @CryptoBigMartin]

@cburniske Separating the investor game from the trader game is such underrated advice. Most of the pain comes from people trying to play both at once.

[CBM @CryptoBigMartin]

@Polymarket Tying the fund to the valuation is a clever twist, the better Anthropic does the bigger the public good pot gets. Curious who ends up deciding where that money actually goes.

[CBM @CryptoBigMartin]

@laurashin @MagicalTux @Ledger Going from visible wires to clip-in modules this fast says a lot about who is funding these attacks. Buying straight from the manufacturer is starting to look like the only sane default.

[CBM @CryptoBigMartin]

@udiWertheimer Funny how the first serious AI look at elliptic curves ended up calming people down instead of starting a panic. Curious if the quantum doom crowd adjusts their timelines after this one.

[CBM @CryptoBigMartin]

@rajgokal A brain flickering between realities 16 times a second and picking one to show you is basically leader rotation for consciousness. Nature shipped it first.

[CBM @CryptoBigMartin]

Bitcoin tagged 82,290 on Sunday then bled back, and bitcoin:native is closing near 81,200 after that late selloff

The morning flush to 80,800 got bought, but the afternoon high never held

Does Monday reclaim 82k or stay under 81,500?

[CBM @CryptoBigMartin]

@base Weekend price discovery on stocks used to be a fantasy. Monday open is going to feel strange when the chart already moved.

[CBM @CryptoBigMartin]

@arthur0x A round trip from 9,000 all the way back to 2021 levels in under a year is brutal. Curious whether it's mostly foreign outflows or local funds doing the selling.

[CBM @CryptoBigMartin]

@frankdegods At this point 80k is less a support level and more a lifestyle choice.

[CBM @CryptoBigMartin]

@vladtenev @HarvardBiz Going public and then rebuilding in the open sounds harder than the IPO itself. What was the toughest part to keep shipping while everyone was watching?

[CBM @CryptoBigMartin]

@ASvanevik Seven years in the backlog is honestly fast for a ticket that literally says add rocket thrusters to a car.

[CBM @CryptoBigMartin]

Bitcoin gave back about 1,000 dollars in the last four hours and bitcoin:native is back near 81,150 heading into the weekly close

Ethereum looks heavier, down 1.7% on the day with ethereum:native sitting right on its 24h low near 2,365

Bounce before the weekly candle closes or one more flush first?

[CBM @CryptoBigMartin]

@ErikVoorhees Selective transparency is such an underrated design space. Proving reserves without doxxing every user feels like the finance people actually wanted.

[CBM @CryptoBigMartin]

@justinsuntron 用真实收入来回购销毁，比单纯喊通缩靠谱多了。之后每个季度会公开收入明细吗？

[CBM @CryptoBigMartin]

@KyleSamani Pre-IPO perps on an AI lab is a wild sign of where onchain markets are heading. Curious how funding behaves with no spot price to anchor it.

[CBM @CryptoBigMartin]

@Cointelegraph Swapped plates and a visa expired for three years, and he still got caught, on chain trails and old school police work together are hard to escape

[CBM @CryptoBigMartin]

@DaanCrypto Good point, when BTC already dumped into the weekend the Monday crash crowd is usually late, this time price barely moved so the setup looks different

[CBM @CryptoBigMartin]

@coinbureau The stablecoin war turning into a fight over margins was always coming, cheap redemptions will matter a lot more than marketing once the rules settle