decentsize

Anticipate the narrative

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@loomdart wild guess he is referring to opportunity cost maybe.......

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International cat day 8th of August, and you are not front running the popcat commence?

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Very doom and gloom sentiment, CPI comes in soft tomorrow, JPOW dovish, booked heavily tilted towards short liqs... 61500 about to transcend

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Slurped 3070 ETH, think JpoW more dovish tomorrow in his talk than market expects, interest futures almost completely pricing out cut in June… then add a soft print CPI for April and we are back on track

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@chiefingza Think still heavily correlated to cost of capital, think jumped gun slightly on when first interest reduction comes (swap futures went like 5-10% to 60-70% q1 and now dipped back a lil). Think it comes but rather q2 which will correspond well with a new rally post halving

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Think about it, smart money sold a few days ago and avoided the dip. Now they are front running the approval early next week, while everyone is sidelined and playing it “safe”, just to buy back higher coming week (just for them to commence the dump again)

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@chiefingza https://t.co/OmVlYRoD2f

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One of few coins with underlying spot bid

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@cobie @AviFelman Yeah that is hotel diplomat, would say one of the worst 5 star hotels in sthlm tbh

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@outpxce @Chall_Rajni Not in assets with underlying cash flows and secular growth, however, crypto is definitely at this point of time zero sum, thinking anything else will annihilate you

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One of few coins with underlying spot bid

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@HsakaTrades Switch focus to LDO

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@TheCryptoDog Go heavy on LDO

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@Etherean007 Don’t forget some LDO

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LDO is going to run really fucking hard coming 1-2 weeks, price discovery post 3,4 (thinking around 5). Muscle memory from last year as well as ETH narrative picking up, will be the obvious beta. But ofc also degen Spartan redemption arc 🫡

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@hentaiavenger66 @tradinglord Soon time for the ETH schlong

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Took some shorts. TPed, probs falls more but good to focus on long side

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@AviFelman Can’t DM you but send a message and I’ll give a list

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@AviFelman @krugermacro 100% certainty I’m the guy that can help out.. want to do lunches/dinner/clubs? Can help you out

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@chiefingza all your reply guys seems semi retarded on interpretation of your takes, so here is a lexicon:
Ftm, one, atom, near

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Think want to be long now, everyone else de risking, being flat over holiday seems “prudent”, but not the case. Long l1 alts (avax, mina, near, tia), now until new years, expect the flush sometime within 2-3 first weeks of January. After that is when you load up the Texas hedge