Jason R

El burro sabe más que tú

[Lucky @LLuciano_BTC]

Ethereum keeps building, month after month, no matter what the chart is doing.

Bull market, bear market, doesn’t matter. 25 real developments this month alone: L2 upgrades, enterprise adoption, security upgrades, stablecoins, and actual utility.

No matter where the market goes, ETH will always be the foundational layer of the crypto ecosystem. In my opinion, that's why it remains the one to watch.

[Jason R @cryptodegenjr]

@FefeDemeny @SenLummis

[Jason R @cryptodegenjr]

@JoeConsorti A MUST WATCH!!!!! Epic alpha!

[Joe Consorti @JoeConsorti]

Full breakdown on YouTube → https://t.co/9KWlN2c5i8

[Grayscale @Grayscale]

How should you value a digital asset?

At Grayscale, we view crypto on a spectrum.

Some assets, like $BTC, are digital commodities driven by supply and demand.

Others, like $HYPE, are tied to revenue and can be valued with cash flows.

Read the full stack post from @lowbeta here:
https://t.co/ghWa4nwWhr

[Leo @Leooweb3]

THE CRAZIEST PART ABOUT EVERY BULL MARKET IS HOW FAST IT GOES FROM “CRYPTO IS DEAD” TO NEW ATHs.

THERE’S ALMOST NO IN BETWEEN. IT JUST FLIPS.

WE’RE CLOSE TO THE FLIP.

[Jason R @cryptodegenjr]

@2xnmore @CryptoPatel You are not

[Jason R @cryptodegenjr]

@CoryMil00996198 @dangambardello Just stop

[Dan Gambardello @dangambardello]

The debate about the bottom should be over for any serious person still bullish on the crypto space.

Maybe it's in. Maybe we go 25% lower. From a cycle perspective, it doesn't change what I do.

It's simply time to be positioned and ready for anything.

The firms that missed out on every parabolic cycle are setting up right now...

Morgan Stanley filing ETH and SOL ETF amendments

The Clarity Act in an 11th-hour push before August recess

Firms like Grayscale posting about Clarity Act an no one cares...

[Raoul Pal @RaoulGMI]

We separated money from the state. Now we need to separate thought from it too.

I sat down with @ErikVoorhees to explore AI privacy, self-sovereignty, and why the principles behind Bitcoin matter more now than ever. As ever, please enjoy!

[Jason R @cryptodegenjr]

@dangambardello Appreciate you.

[Sykodelic 🔪 @Sykodelic_]

This is the fastest time Bitcoin ever entered HTF oversold.

This cycle correction took 140 days.

The other cycles it took:

2013 - 413 days
2018 - 350 days
2022 - 210 days

We have also now had a sweep of the low, which printed a bullish divergence.

In addition, Long term holder supply is at the highest level ever, whilst Long term holders are in the highest percentage of loss ever.

Long term holders, the smart holders, have added the most they have ever added, and they're willing to hold underwater.

So the market has reached most level of oversold whilst LTH are diamond handing and adding, with a HTF bull div.

To me, at this stage, to expect another full leg down into October, just because of 4 year cycle, is not founded in the actual data.

The indicators have hit, the onchain metrics are there, and the accumulation with staunch holding through drops is happening.

I don't really see the argument for significantly lower with these metrics.

It would be a first for Bitcoin to entered oversold a second time during the same bottom, and LTH would need to continue to hold in a deeper loss, when those levels are already at record highs.

I do see the outcome of $54,000, whilst keeping the bull div intact, but that is as much as I see.

This is the bottom zone, and it will recover faster than most people think imo.

[Jason R @cryptodegenjr]

@dangambardello

[Dan Gambardello @dangambardello]

If you think crypto is anything, you can not argue this one thing

We are in accumulation / opportunity zone

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 President Trump says "oil is flowing" and "prices are dropping."

[Jason R @cryptodegenjr]

@dangambardello Totally

[Dan Gambardello @dangambardello]

Maybe I’m crazy, but from what I saw yesterday, we’re far closer to rate cuts than hikes

Disinflation coming

Warsh directing fed to read inflation differently

War just ended

Short term energy shock now subsiding

Watch how fast the misleading headlines change

All a game

[Michaël van de Poppe @CryptoMichNL]

This tells everything about the fact that the dot plot isn't worth anything.

The FED has been passively reacting to events in the economy and, actually, the recent FOMC speech of Kevin Walsh makes it clear that he wants to change direction.

That's nice, especially since a lot of prices are coming down already (oil coming down, commodities coming down), should mean inflation comes down and that we're likely not going to get any rate hike over the year.

[Dan Gambardello @dangambardello]

Today’s FED meeting was not hawkish and let me very quickly explain exactly why!

Trimmed mean measure of inflation is currently sitting around 2%.

And the guy who’s been non-stop talking about trimmed mean is the current FED chair.

And he dropped a massive hint today: one of these task forces is straight-up going to rethink data sources and the inflation framework.

That’s code for “we’re shifting to measures that actually show inflation sitting near 2% instead of chasing the sticky headline number.”

It’s crazy the market’s reading this like a standard Powell presser, but this is complete regime change at the FED and it’s awesome!

The members with their dot plot maybe were hawkish, but Warsh even called them out and said he noticed erasers on the pencils they were using! 🤣

Warsh was not hawkish!

Warsh spent a huge chunk of the presser announcing a task force that will renovate the way FED handles data sources and inflation framework.

He’s saying the game’s rigged with bad metrics, and he’s about to un-rig it.

[Jason R @cryptodegenjr]

@dangambardello 🙏