Lance UP 🐈‍⬛

crypto trading & research | tweets cryptic, stacks crypto🧢 | hype '24 | Everything is a fractal 🌊 | Market cyclist of 2017 🚴🏽

[Lance UP 🐈‍⬛ @lanceey]

selling the dream since 2009 #Bitcoin

[filbfilb @filbfilb]

16/

But my current working assumption remains:
The real euphoric phase likely comes later.

And the truly difficult period may actually arrive after the AI expansion fully matures — when markets eventually have to separate hype from reality.

[filbfilb @filbfilb]

4/ ETF flows are also interesting.

Spot ETF accumulation continued building even while price corrected.

Institutional capital kept buying weakness while retail sentiment deteriorated.

That’s usually not how dead assets behave.

[filbfilb @filbfilb]

3/
What does stand out:

• funding turned deeply negative
• positioning became heavily defensive
• LS ratios leaned bearish

That tends to happen closer to lows than euphoric highs.

[filbfilb @filbfilb]

1/ My current base case remains that the broader cycle is probably not finished yet.

Not because risk has disappeared.
Not because valuations are cheap.

But because the larger structural backdrop still looks more like a correction within a secular expansion than the end of one.

[Lance UP 🐈‍⬛ @lanceey]

55,555

[Lance UP 🐈‍⬛ @lanceey]

done

[Lance UP 🐈‍⬛ @lanceey]

77,777

[Lance UP 🐈‍⬛ @lanceey]

and it feels so good when i drive it fast

[Sisyphus @0xSisyphus]

Saylor, and DATs in general, have poisoned the well

At a time when Bitcoin should be a pretty interesting hedge to impending real world physical shutdowns, all people are concerned about is whether Saylor can leverage a Luna-style yield ponzi to buy more coins

[trade.xyz @tradexyz]

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[Lance UP 🐈‍⬛ @lanceey]

80ish before 50ish

[Lance UP 🐈‍⬛ @lanceey]

open interest this
open interest that

believe in something
ape city

[Lance UP 🐈‍⬛ @lanceey]

77,777

[Lance UP 🐈‍⬛ @lanceey]

@VitalikButerin i think about this a lot

[Lance UP 🐈‍⬛ @lanceey]

faxx bro

[vitalik.eth @VitalikButerin]

If you've eaten so much that it's not healthy to eat more and you don't want to eat more, and you still eat more anyway "to finish the food", then you are just using your mouth as a garbage can.

[Brian Tycangco 鄭彥渊 @BrianTycangco]

The Philippines is staring down a double-barreled shotgun. It's loaded with...

🚨Soaring oil prices📈
🚨Plunging exchange rate📉

This, coupled with a near-total dependence on imported oil, very little domestic refining capacity, and no reserves whatsoever beyond private company stocks, is a recipe for P100-per-litre diesel/gasoline prices.

Oh, and the government also sold 1/3rd of the nation's gold reserves over the past five years while most other central banks have been accumulating it like crazy.

That's US$10 billion worth of gold the Philippines no longer owns. I would have paid for 100m barrels of oil, equivalent to 6-7 months of consumption.

[Lance UP 🐈‍⬛ @lanceey]

bro what happened

[Lance UP 🐈‍⬛ @lanceey]

bro what happened

[Lance UP 🐈‍⬛ @lanceey]

yea do everything they said you should - get degree, get a job, buy a house

[Coinvo Trading @CoinvoTrading]

SHOCKING: 🚨 Google searches for “help with mortgage” just hit the highest level in 20 years.

People can’t sell their houses and now they can’t pay their mortgages.

[Lance UP 🐈‍⬛ @lanceey]

@DonAlt what abt tokenized gold tho

[van00sa @van00sa]

China knows exactly what this does. Their domestic version of TikTok caps kids under 14 at 40 minutes a day, locks access between 6am and 10pm, and swaps the entire feed to educational content. Science, history, museums.

The version they export to everyone else? Unlimited, unrestricted, pure dopamine on demand.

When kids in the US and China were asked what they wanted to be when they grew up, the number one answer in America was influencer. In China it was astronaut.

Macron calls this a cognitive war. Export what dulls young minds and keep what makes them intelligent for your own population.

This is the most effective weapon ever deployed against a generation’s ability to think.