everybody is talking about the global chip shortage but nobody is discussing the global rock shortage
we keep breaking rocks up into smaller rocks and at this rate someday there will be no more big rocks
Never traded Feeder Cattle in my life. Pulled up the chart last night out of pure curiosity.
Got balls deep long today. If you know me and how I trade, you know why.
How many reasons can you see?
Latest episode w/ @TheThadP@ZackPokorny_ and our first external guest @karimhelpme
We cover a lot this week from Aave to Hyperliquid Priority fees to MegaETH TGE
Lending withdrawals are slowing, but outflows hit records already:
- Total TVL down $10+B (despite high utilization limiting withdrawals)
- Borrow TVL down $4B in the past 3 days
- Unlike prior episodes, this isnโt tied to a price crash -> $3.4B record outflow-driven TVL drop
choosing to believe that the leaders of the world are slightly less nearsighted than the average solana trencher and we can (3,3) our way out of a mutually undesirable conflict
Today's White House Press Briefing had a 98% chance of running over 65 minutes - until Karoline Leavitt abruptly ended it with seconds to spare.
Traders on the NO side made 50x in seconds.