Js

Still Surviving

[Muro @MuroCrypto]

I love size-prop so far. Using it on mobile smoothly. Can set my TP and SL while opening trades on their trading platform.

Managing risk and trading has been very easy. After my draw down to 97500 I got back up to 100K now. Will keep you updated.

https://t.co/2L6y9KKGx4

[alexander fell @alexfelll]

tap to see

[Will @WClemente]

We are at the 200 week and entering deep value levels for BTC. Unless you believe it’s really becoming irrelevant because of quantum, hard to see a world where spot buys from here & any further down don’t end up being a fruitful decision in a few years.

[Coinbase Markets 🛡️ @CoinbaseMarkets]

Spot trading for Hyperliquid (HYPE) will go live on 5 February 2026. The opening of our HYPE-USD trading pair will begin later today if liquidity conditions are met, in regions where trading is supported.

[DB News @DBNewswire]

*FED CUTS BENCHMARK RATE BY 25BPS TO 4%; EST. 4.00%

[MegaETH @megaeth]

The First Real-Time Blockchain.

Built for you. Priced by you.

Our public sale on Sonar by Echo, starting at $1M FDV, makes you the largest stakeholder in our network. [thread]

[Valter Rebelo @valterebelo]

@qthomp quick and dirty

[VirtualBacon @virtualbacon]

Chinese memes rise up. 支持中文meme社群的呐喊

[Cobie @cobie]

Probably one of the most severe flushes I’ve ever seen on alts, I didn’t even imagine alts had this much leverage in them. It feels like someone got hit very hard and will see a large body float to the surface soon, reminds me a little of summer 2021.

Good reminder to myself to own things that I am actually bullish on, and not things I am trying to shift on momentum. Some charts look like they’ll never recover, whereas some things look buyable for the first time in a while.

When everyone is making hilarious amounts of money I am always tempted to start using leverage again. It is almost impossible to fight the feeling that you’re not making enough, or everyone else is outpacing you. Good reminder that fighting that feeling and avoid the wipeouts is worth it in the end.

Check on your friends, likely a bad day for many.

Personally, am concentrating my bags into the things I am happy to own for the next few years, and shedding the fat. Realised I own some assets based on not wanting to miss out, rather than on some actual thesis. Days like today are much easier for me if I think my bags will bounce back, and much worse if I’m losing money owning things I don’t even believe in.

Don’t let a leverage blowup dictate your long-term views. The future is bright, good things to come, patience is rewarded.

嵐の後

[Zaheer @zaheerebtikar]

$12 billion+ in altcoin open interest wiped in just an hour.

[Js @js_1403]

To everyone out there who looked at the liquidation candles happening live today, take a deep breath, don’t do anything silly, don’t try to make it all back in 1 big leverage trade, stay safe, take care.

[Js @js_1403]

@frankdegods Tragic timing

[Benjamin Cowen @benjamincowen]

Core CPI

Actual: 3.1%
Estimated: 3.0%
Prior: 2.9%

[Js @js_1403]

@level941 @RemindMe_OfThis September 18, 2025

[Js @js_1403]

@MapleStax Trade

[Js @js_1403]

@vulturetrades Trade

[Parcl @Parcl]

Ever wonder what $100K gets you in San Francisco real estate?

The answer: a 10x10 bathroom with... character.

[Paul Sampson | DataDash @datadashpro]

🚨MASSIVE: 16 billion login credentials leaked in world's largest data breach, affecting Apple, Google, Facebook, Telegram & more.

[Adam Cochran (adamscochran.eth) @adamscochran]

After China has refused to blink and said they’d only come to the table once Trump learns to show some respect for the process, the Trump admin has:

-Banned Nvidia from exporting top chips to China.

-Raised the Chinese tariffs from 145% to up to 245% as a sector max.

So far, no country has produced a new trade deal.

The EU, Canada, Mexico and China which combined make up more than 90% of US trade, all are nowhere near a deal.

Japan is the only G7 country to even be engaging in discussions with the Trump admin at this point.

[Just Another Pod Guy @TMTLongShort]

I’ll spell it out explicitly one last time.

Everyone thinks Trump wants balanced trade. He does not.

He wants to force allies to stop trading with China. Completely. Zero inbound supply.

Because it’s not just because of American jobs. It’s a proactive move to slow down Chinas industrial rise.

Everything is downstream of this. Reserve currency status. The ability to address fiscal debt.

It’s a crazy risk because China has a vote.

It’s a crazy risk because you are forcing Europe to commit seppeku because they have very little leverage or say in the matter.

It’s a crazy risk because Xi might bomb the fabs in Taiwan and the world doesn’t get AGI.

It’s a crazy risk because China knows how financialized we are and will dump bonds and equities to drive anger towards trump.

But it also has benefits if it works.

If your allies can’t trade with China there is no near peer competitor to worry about.

That has a ton of benefits. Just look at what happened after WW2/USSR collapse when American was the last man standing.

Hegemony.

Trumps advisors like Miran believe that you can coerce your allies to pay for your security umbrella in the form of buying longer dated treasuries.

This removes the overhangs of the debt load while allowing you to pump markets in time for midterms.

If Mexico can’t import from China then you solved the fentanyl crisis because they won’t have precursors.

More importantly by establishing a tolerance for risk the level of fear you can instill in cartels is an order of magnitude higher.

“Shit if they risked WW3 they won’t think twice about droning Sinaloa. “

This same “logic” applies to the Middle East.

Now I will repeat for the 100x that this is not advocacy.

I’m only telling you guys what the people in power believe. And I’m telling you that what happens next if I’m right will come down to how Xi wants to fight.

He can go gloves off or glove on. There are real constraints as I have outlined in prior tweets.

But there is a plan and therefore the tolerance for market pain is way way higher than you think.

Because first you need Europe to be willing to commit economic seppuku. And they won’t want to (rightly). So Trump will crush them economically until they cry uncle. And then they still won’t want to and he’s going to threaten to defang NATO. And then they still won’t want to and he will withdraw swap lines.

Or a lot more likely, he will do it all very forcefully and all at once to maximize leverage.

Now you’ll rightly ask… why wasn’t this messaged better? Why have midwits like Lutnik on the team?

Because you are attempting to execute a reckless gambit where the big variables are not what the tariffs rates are. Or if you tariff penguins. Or if the person sounds dumb on TV. Non of that matters.

What matters is - will Japan capitulate quickly and agree to buy a large amount of treasuries? Will Saudi capitulate quickly with your B2 bombers waiting in Diego Garcia to bomb Iran? Will China invade Taiwan?

Many of you think everyone around Trump is retarded. I get it. You hate the guy and everything he stands for. But I will say this until I’m blue in the face. Bessant, and even Miran, have higher IQs than most if not all of you. They thought through the second order effects. Believe me. If I, a dumb TMT L/S bro thought this far ahead, they certainly did too. Which means they warned Trump how risky this was and how deeply irrational it is if you planned to eventually cut a deal with China. Therefore you have to assume Trump heard the risks and said “fuck it we ball” anyways.

Economic Blitzkrieg. That’s what we’re seeing. And it’s only the start.