Orbano

[Aave @aave]

Early access to the Aave mobile app starts today on iOS.

[Orbano @danielorbano]

@aave 👻 really want one of those!!

[Orbano @danielorbano]

@viperr @aave Ghost-me one of those! 👻❤️

[Orbano @danielorbano]

@raave Would love to try! ❤️👻

[Orbano @danielorbano]

@0xKolten @aave 👻 let me try pls!

[Orbano @danielorbano]

@andyyy @aave @therollupco Done boss! 👻

[Orbano @danielorbano]

@n0mad___ @Befbunny EZ money printer bro

[Orbano @danielorbano]

@n0mad___ @Befbunny Printing machine powered by solana:Fg75gUo5qtQhL3iU6iaXaD8b818RK1zGeuysiqFApump LFG!

[JayJay @JayJayCZE]

The three best segments in the market for the next 12 months are imo

1) Uranium
2) Copper
3) Healthcare

I'll add one more and that is China equities for the long term, huge potential in those. The momentum died in 2026 but the bigger thesis remains

My personal approach is to be defensive in the markets for the coming years for multiple reasons

[JayJay @JayJayCZE]

The US 30 year bond market broke to the highest level in nearly 20 years!

All "western" economies yield markets are breaking to unprecedented levels and their future funding is becomming unsustainable.

Taking new debt to pay off the old but at a higher cost.

This creates a clear macro pressure point for BTC and growth assets.

And central Bankers are aware of this and this is also the reason why we are seeing the largest accumulation of Gold in 60 years

One of very few countries on a different trend is China. The lowest nominal yield, just as a different trend.

[JayJay @JayJayCZE]

And bitcoin:native once again rejected from the inner range resistance after retesting it for the 2nd time

Further rejection & confirmation, likely means further hunt of the liquidity below as we discussed

The directional bias for the week is clear, although one shouldn't forget FOMC tomorrow

[JayJay @JayJayCZE]

This is my most regreted position I took of the past two years.

Bought $LRCX at the most amazing pre-defined level, was patient for it, executed well, then held through the range for 8 months, only to sell it - rightfully, as I was expecting a bigger Trump Tariff drop, which indeed came. But I didn't rebuy it. If I had, even at the original entry it would go +500%. It is what it is.

But I can either cry about it all day long or learn from it for the future, so I'll do the latter instead 🤝

Fair to say I caught a nice re-buy on HOOD during Tariffs

[JayJay @JayJayCZE]

The overall bitcoin:native funding rate has been positive this entire range of the past two months

Usually a larger ranges bottoms happen on a prolonged negative funding. Aka more shorts than longs.

It will be interesting to see how this unfolds going forward. It has been a great help of mine in the past.

[Orbano @danielorbano]

@i_am_jackis Great explanation J, people should read this and learn.

Many thanks!

[JACKIS @i_am_jackis]

You can be bullish at the top & bearish at the bottom & still outperform the market making insane returns

Here is how! 👇🧵

[JACKIS @i_am_jackis]

Make no mistake, there are currently reasons & valid justifications to be both HTF bullish #BTC or #ETH, just as bearish (as in most of the times) .

And whatever the move will be in the end, you will be told it was "obvious".

What matters the most however is how you actually play it, not whether you "called it".

The best way to execute it then is to position at the extremes to the thesis that makes more sense to YOU, and then hedge at the other extreme & have invalidations to both, ready to flip & mainly accept it.

The absolute worst way to play it then, is to think that this must be the bottom, or that lower prices are a guarantee. This approach will get you rekt sooner or later. This is only good for social media clout but really bad for your portfolio.

My only wish is that whatever it is, it comes soon & we do not range for the next two months or longer 🙏

[JayJay @JayJayCZE]

#Bitcoin vs USCPI & levels

[JayJay @JayJayCZE]

Something I have not yet considered is us ranging till November, only then breaking down

What I find crazy is that the 6K bottom started on February 6th & the 60K bottom started also on Feb 6th 😳

And right down here in July we are also creating somewhat an iH&S as it did back then in July 2018

What if we then gotten a pump to 75K, then rejected to 60K again, thenn ranged till November & then capitulated by the end of the year 🫣

This is my worst case scenario because it would consume soooo much time.

I hope that either the sell-off happens quickly or we are bottomed by now

[Orbano @danielorbano]

@JayJayCZE @0xEliptical That would be a legendary “f*ck you all” 😅