K

[K @kee8an]

@fatboy_1357 아니다 걍 내 피드 망치지말고 시간도 아까운데 너거 슨생님이랑 가서 놀고 언급좀 하지마라 차단박아줄게 병신새끼 먹이줘서 뭐해

[K @kee8an]

@fatboy_1357 6월글 가져와서 지랄하네 병신이냐? 저때 가렛진 숏 대량치고 ansem 쉴링한지도 한참지났는데 바텀콜 처올리니까 비꼰건데 전라도 그짝 지지자마냥 즈그 우상숭배하는 똥글쟁이 까니까 염병을 떠네 시드빵이라도 뜰래? ㅋㅋ

[K @kee8an]

@cowcowverycow @fatboy_1357 ㅋㅋㅋ 진짜 개병신진따새끼네 이걸 8월에 또 언급처하고앉았었네 하루종일 x 똥글이나 처싸고 니인생이나 살아라 병신새끼야 좆같은 선동질 그만처하고 그냥 차단할게

[Sherlock | DeFi Researcher @Sherlockwhale]

Bitcoin rallied 20%+ into five previous Fed hikes and was lower 30 days later in every case.

Now it’s up 20.4% ahead of today’s Fed decision.

I found five earlier hikes where Bitcoin had already rallied this much. A month later, every one was red:

December 2015: -19.0%
March 2017: -6.7%
June 2017: -9.4%
December 2017: -16.5%
February 2023: -5.8%

The median return was -9.4%, but at some point during the next month, Bitcoin traded a median 19.0% below the decision day price.

From $75.9K, that is roughly $61.5K.

Five cases across only three tightening cycles are not enough to call this certain. But drop the requirement from a 20% monthly rally to just 10%, and Bitcoin was still lower after seven of eight hikes.

If the Fed hikes today, Bitcoin will have 30 days to be the first exception to this datapoint.

But if it follow the median path then you will have $61.5K before October 16.

[KR @KR4ATH]

I just sold everything I had on @arc

After seeing this live

Goodnight

[주식개𝕏 @stocknewsdog]

정부가 증시 부양책을 너무 미리 공개해서 외국인들에게 탈출 타이밍을 줬음

국민연금은 국내 주식 비중을 늘리고 리밸런싱 매도도 미루면서 코스피 하단을 받치고 있었음

이 내용이 공개되자 외국인들이 국민연금이 쉽게 못 판다는 걸 알고 대규모 매도에 나섰음

외국인은 올해 들어 7월 8일까지 코스피에서 154조원 넘게 순매도했는데 국민연금 ��이 포함된 연기금 순매도는 9조원 수준에 그침

한마디로 외국인은 국민연금이 받쳐주는 동안 물량을 넘기고 현금화한 셈

코스피가 9000선을 넘나들다 7200선까지 급락했는데 국민연금은 별도 매도 없이 국내 주식 비중이 자동으로 허용 범위에 들어오면서 고점 매도 기회도 놓침

[K @kee8an]

@cowcowverycow 니친구라며 그 병신한테 니가 전달하세요 그리고 좆같은 코인 선동질 그만처하시고

[K @kee8an]

@cowcowverycow 예 아쉽게 됐네요 아서헤이즈, ansem 지금 지캐시에 한짓 똑같이 wld에 하고있던데 차라리 wld는 상승할 여력이라도 남아있어서 빨아제끼면 납득이라도 할텐데 왜 지캐시에 물려놓고 한심한 짓거리하냐고 고수한테 전달좀 해주세요

[K @kee8an]

@cowcowverycow 아 제친구 트럼프 아들인데 지캐시 안오른데요

[Upside @UpsideMediaoff]

🚨 Leopold Aschenbrenner parie 8,45 milliards de dollars contre les semi-conducteurs portés par le boom de l'IA.

Ancien chercheur chez OpenAI, licencié pour avoir alerté que la Chine pouvait voler les modèles d'IA de l'entreprise.

Il a ensuite transformé 225 millions de dollars en 5,5 milliards en 12 mois.

Sa déclaration trimestrielle 13F, le dépôt obligatoire des grands fonds auprès du régulateur américain, dévoile son portefeuille et révèle une position vendeuse ouverte sur tout l'écosystème des semi-conducteurs IA.

Le top 10 de ces positions:
$2.04B🔴VanEck Semiconductor ETF $SMH [Put]
$1.57B🔴 Nvidia $NVDA [Put]
$1.07B🔴 Oracle $ORCL [Put]
$1.01B🔴 Broadcom $AVGO [Put]
$969M🔴 Advanced Micro Devices $AMD [Put]
$879M🟢Bloom Energy $BE
$724M🟢SanDisk $SNDK
$584M🔴Micron $MU [Put]
$556M🟢CoreWeave $CRWV
$535M🔴Taiwan Semiconductor $TSM [Put]

Cas Intel emblématique : un call bullish de 747 M$ il y a trois mois, désormais basculé en achat de puts.

En face, ce qu'il garde et renforce : les mineurs de Bitcoin qui se reconvertissent en infrastructures de data centers IA. Applied Digital, IREN, CleanSpark, Riot Platforms, Bitfarms, plus une entrée neuve sur HIVE Digital.
La ligne CleanSpark voit son nombre de titres bondir de 648 %.

Le trade synthétique : être long sur les sociétés qui coulent le béton et fournissent l'énergie des data centers, shorter (via puts) les puces qui tournent à l'intérieur.
Bloom Energy reste l'une de ses positions majeures en valeur, à 879 M$

[K @kee8an]

@Naive_BNB Do you still hold $edu?

[Ethan Kho @ethanrkho]

You can pump a $50M coin to $1B with $1.5M of real buying.

Scott Phillips (@ScottPh77711570) on how new token listings actually work:

"There's a huge industry of market makers operating out of Dubai. Their business model is: we're gonna pump your coin, and we want 30% of the profit when we dump it on exit liquidity day."

"They run the ball up. Buy, sell, buy. Create momentum ignition. Retail finally buys in the middle of a bull run — and then it dumps."

"Buying 20-day highs works best on the top decile. By the fourth decile, you get negative momentum effects."

"Anything in the bottom 20% of market cap on Binance perps that makes a 20-day high — short it. That is a very strong edge."

"The market maker contract runs 90 days. It's priced as a call option on the 7-day VWAP after launch."

"Once the strike kicks in, delta hedging from market makers drives these coins down."

"Wait 7 days. Short it for 90 days. I kid you not."

"That's not an edge big enough for institutional. That's an edge for retail guys with a small account."

[StarPlatinum @StarPlatinum_]

So you’re telling me World Liberty Financial (WLFI)

a project linked to the Trump family

deposited billions of its own tokens, used them as collateral

and borrowed tens of millions against it

inside a protocol where it controls most of the liquidity

This happened on April 9, 2026

- around 5 billion WLFI tokens used as collateral
- $75 million borrowed in stablecoins
- all through the Dolomite lending protocol
- WLFI represents around 55% of the entire protocol liquidity

So how does that even work

They deposit their own token, borrow stablecoins against it and keep the position open as long as the price holds

But here’s where it gets uncomfortable

- the main stablecoin pool is used at around 93%
- meaning most liquidity is already borrowed
- retail users could struggle to withdraw
- funds inside the system start to feel “locked”

And it gets worse

Dolomite was co-founded by someone connected to WLFI

meaning the borrower and the infrastructure are linked

same circle on both sides of the trade

Then you have this

- over $40 million moved to Coinbase Prime

just hours before a major Trump-related geopolitical announcement

The team denies everything

But if it’s real

then it’s a closed loop

where the same circle is providing liquidity

borrowing from it and holding it up at the same time

Insane crime

[K @kee8an]

@babybluecream 출처로 공단기 글 가져오셨는데 쟤네야 합격못하는 허수 앰생 양산하면 돈 버는구조인 강의 팔이니까 이해네 어쩌네 듣기 좋은소리지하는거지 그냥 암기가 답이에요

[K @kee8an]

@babybluecream 18년 합격해서 다니고있는 현직 공무원인데요 항상 글 잘 보고있는데 이 글은 솔직히 헛소리 같네요 이해랄게없어요 누가누가 암기많이하고 실수 안하냐 가리는 시험이지 수학같이 이해를 해야하는 시험 전혀 아니네요

[K @kee8an]

@trader_zc_ I’m hoping 98k doesn’t break.

[K @kee8an]

@trader_zc_ Most CTs tend to have a one-sided perspective, but among them, You reacts the quickest, so I keep an eye on your updates. It’s interesting because this view often aligns with mine.

[Angina Pectoris @yeoulabba]

https://t.co/QQ9blJTtnO