Curb

Banker who trades on the side - Systematic swing trader. Look to technicals for entry/exit

[Curb @Curbtrading]

Np. Yeah, syrup probably my lowest conviction on the list but, worth the flier at these prices in my opinion.

I see first hand the push banks are making towards blockchain tech. I was just telling someone, It’s really an under the radar race at the moment that people don’t see. They want 24/7 payment/settlements both domestically and internationally. With that they will need the tools to manage balance sheets 24/7 as well (if someone moves millions in deposits out of your bank over night, you need the ability to borrow short term or sell assets to cover right then). I’m looking for the rails to this. The only one I see real institutional conviction in at the moment (and use) is Canton. They are heading into a full on clearing chain which would be big for swaps and repo. Wouldn’t be surprised if this ends up being the more mature narratives that drives the next crypto cycle. Unfortunately, most probably don’t even end up releasing a token if bank built.

[Curb @Curbtrading]

I’m only interested in tokens that have a revenue share and could potentially be a plug in for real world assets.

$PENDLE $SYRUP likely bottoming, insanely cheap for revenue generating/ sharing DeFi with a real moat.

$JITO $AERO $LIT current momentum plays with strong future catalysts and revenue.

$CC (canton network token) is a sleeping giant IMO. Not a cheap token relative to the market but, not currently accessible from exchanges. Have to bridge to get it. Complex tokenomics that can pay big if the burn flips to be net deflationary (and this is happening quickly). Network built by big tradfi names. Institutional money already pouring onto the rails and currently one of the list profitable chains. Just waiting for that revenue number to create a net deflationary asset and it could boom. Look for confirmation here first.

[Curb @Curbtrading]

Nah.. Big blockchain push at banks currently. They are stepping towards 24/7 payment settlements. Imagine if you could advertise "send money to anyone at any time with instant settlement or instant posting on your CC bill" - thats the race banks are in right now. Not to mention costs savings

[Curb @Curbtrading]

@ThePumponomics @thagoat168 Alts are the toughest thing to judge here I feel. Some alts are generating more revenue then their entire market cap. Crypto or not, that is worth something when they share the revenue with holders. Hard not to take a chance at these levels.

[Curb @Curbtrading]

Bingo.

I say this as someone who holds perp dex tokens. And loves retail DeFi.

CME (and players a like) have reputation, knowledge, and a current marketplace that retail dexs can’t touch.

IMO Canton Network is proving this in real time. If institutions slap together a team of tech people they trust, they will eat the lunch of traditional DeFi.

They will learn from the projects out there then just build their own to better suite the needs of their customers and themselves. They don’t care about decentralization or need venture capital. They have their own money and talent.

[DYJ @davidyjeong]

if CME rolls out 24/7 equity perps, why do institutions ever trade on perp DEXs?

[Curb @Curbtrading]

@shahh No

[Curb @Curbtrading]

@blknoiz06 @0xMerp Lot of funky stuff with tokenomics and wallet shuffling. It smells a bit, product aside.

[Curb @Curbtrading]

I think the RWA alts that serve as a bridge between tradfi and crypto with a revenue share mechanism built in could see a wave in the future as Tradfi becomes more “on chain” (not just talking perp dexs).

But I think the days of Fartcoin Butt Token are done until the “dumb money” comes back. Which won’t happen unless rates end up zero and stimmies get passed out again.

[Curb @Curbtrading]

marketcapof is a fun way to trick your brain into thinking your position is going to 30x.

Do yourself a favor, and don’t fall into that mental trap.

There’s like a 90% chance your XYZ fart turd coin will not have the market cap of a top 10 token. So stop thinking of it like a lotto ticket you have to hold to zero because “what if”.

[Curb @Curbtrading]

Good setups on $LIT $AERO $JTO this morning

All coming off of clean pullbacks.

[Curb @Curbtrading]

@trader1sz @solana $IO

[Curb @Curbtrading]

The trend line that has been ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2 bane has finally been broken and retested on the 4H.

Setup looks good. Wanna see it break 1.85 convincingly.

[Curb @Curbtrading]

@_RN03xx_ What were you trading?

[Curb @Curbtrading]

Almost took a position in solana:jtojtomepa8beP8AuQc6eXt5FriJwfFMwQx2v2f9mCL yesterday after @blknoiz06 call (the chart looked great)

Oops….

[Curb @Curbtrading]

Volume accelerating into this rise solana:BZLbGTNCSFfoth2GYDtwr7e4imWzpR5jqcUuGEwr646K

This could get interesting

[Curb @Curbtrading]

@cityunitedorg Cool post bro https://t.co/CWQyt5TsA8

[Curb @Curbtrading]

$IO has just been waiting for $BTC to chill out.

This thing wants to go vertical. Just take a look at that OBV

[Curb @Curbtrading]

$IO has just been waiting for $BTC to chill out.

This thing wants to go vertical. Just take a look at that OBV

[Curb @Curbtrading]

@jing0_ Amen