🚨 BREAKING
🇺🇸 TRUMP INSIDER WITH 100% WIN RATE JUST OPENED A MASSIVE $160,000,000.00 SHORT AHEAD OF THE U.S. MARKET OPEN!
THIS HAS PREDICTED EVERY MARKET DUMP SO FAR AND WENT ALL-IN ONCE AGAIN.
LOOKS LIKE HE KNOWS THE MARKET WILL CRASH HARD ON MONDAY...
The s&p closed friday up 0.17% while mstr put on 16, coin 12 and hood 9. bitcoin managed 3.6% over the same stretch. the sec issued its innovation exemption for tokenized stocks the day before, and the equities took most of that bid.
Bitcoin came back through 81 on a squeeze that cleared out around $180m of shorts. the fed hiked, the boj hiked, the senate bill failed cloture, and buyers still turned up. i'd watch that combination this week and skip the web3 is back threads.
Almost nobody on founder twitter reads this one. the web beneath the waves is about the layer under every protocol pitch: about 900,000 miles of glass on the seabed, financed by four or five companies, cut by anchors more often than by anyone on purpose. starlink is the last mile. the cables are where the internet actually lives.
Zcash was the only top 10 coin green on fed day and ran to 1,380 while everyone stared at warsh. the actual flow this week went to a privacy coin. strange week.
zcash:native
They got both headlines they were afraid of and bitcoin still poked back through 77. either monday and tuesday already did the selling, or nobody wants to be short this close to 75.
Nasdaq up 1.7% the day after a hike is a stranger sight than bitcoin being red. stocks read warsh as "inflation is handled." the two-year is still at 4.7%, highest since 2024, so the bond market took him seriously in a different way.
I see the US selling with the failed Clarity Act (on Coinbase)
Meanwhile the more dominant global offshore continues accumulating (on Binance).
Bullish.
@TedPillows agreed on the read, but "one time thing" is not a phrase warsh uses. he doesn't do forward guidance on principle, so the market will have to decode tone instead of words. that's the risk today, not the 25bp.
clarity failed and selig's answer is that the cftc will write the rules with the authority it already has.
he said back in august that's the fallback and staff already started. so the update is simple: no law this year, agency rules instead, and the ones agencies write can be undone by the next administration.
price meanwhile only cares what the fed does today.
clarity never got to the floor. cloture failed 49 to 50, so there was no debate to lose. a year of the industry talking about rules ended with four republicans voting alongside every democrat. polymarket had it under 20% going in, so nobody in the market was surprised.
https://t.co/jY4DsW331Z