FEELS GOOD TO BE BACK
It's time to lock in after Summer vacation
-BTC macro plan
-Short term plan
-New upcoming education
I'll share the individual plays I'm hunting later this week
Press like & we'll start to include Tradfi section
Presented by @Kalshi
https://t.co/IVGURT1d0s
I hope you've found this thread helpful.
If you did, be sure to follow me here @milesdeutscher. I regularly post about how to leverage AI in financial markets in practical ways.
By the way, I recently launched my free finance Skool community. I drop a ton of valuable resources in there (courses, AI skills, prompts, workflows).
Check it out here 👉 https://t.co/eU6IDyY7Bh
10 GITHUB REPOS EVERY STARTUP BUILDER SHOULD KNOW 🤯
1. GSTACK — Claude Code setup for CEO, design, engineering, release, docs & QA
https://t.co/u9wZO3a0PJ
2. LAST 30 DAYS — Research topics across Reddit, X & other platforms
https://t.co/XLpTPbH4rx
3. MARKETING SKILLS — AI skills for CRO, copywriting, SEO, analytics & growth
https://t.co/cUmD2NnCak
4. NOVU — Email, SMS, push, chat & app notification infrastructure
https://t.co/yQF6hNBJnW
5. PAPERMARK — Track who opens your decks and what they view
https://t.co/eFSjAfRqCb
6. OPENREPLAY — Self-hosted session replay & product analytics
https://t.co/b208rvyf6g
7. SHADCN/UI — Beautiful, customizable UI components you actually own
https://t.co/iMjWNf129d
8. CAP — Create polished product demos and launch videos
https://t.co/5XHqup7wSr
9. DIFY — Build and run AI agents & workflows
https://t.co/zAkBNUAQjc
10. DEVOPNESS — Simplify cloud infrastructure, deployment & DevOps
https://t.co/ti2hEi6VvH
BOOKMARK THIS, THESE CAN SAVE YOU HOURS OF WORK AND THOUSANDS IN COSTS.
10 crypto MCPs you NEED to install into the new GPT-6 Astra model:
(these turn your AI into a trading beast):
10. LunarCrush
Amazing social intelligence for crypto. It scans what's trending, sentiment scores, and social engagement in real time.
Once connected, you can vibe-code custom social sentiment trackers.
https://t.co/nza6BpkdE1
9. CoinMarketCap
A must-have and a data workhorse.
Best for price feeds, market cap rankings, volume, dominance, fear and greed, etc.
https://t.co/eL0MYijOFa
8. CryptoPanic
Real-time news in one pipe. Breaking stories, regulatory updates, market-movers.
https://t.co/v2GDNWPkMG
7. DeFi Portfolio MCP
Reads your positions across Aave, Compound, Morpho and Uniswap V3, and prepares transactions for approval through WalletConnect.
Self-custodial. Your keys never leave your device.
https://t.co/K1vmXX7o4q
6. CoinGecko
Probably the most comprehensive data source on this list. Real-time prices, millions of tokens, on-chain data, trending analysis.
https://t.co/2Ku7oTT77T
5. altFINS
Built for traders who want signals. 300+ data points per coin, including 150+ technical indicators.
https://t.co/0umbqPBDPf
4. GOAT SDK
Execute real on-chain swaps, transfers, balance checks, and DeFi interactions.
https://t.co/J3fPmqW3JZ
Requires wallet access, so start with a test wallet.
3. Perplexity
Still the king of search and niche finance data.
https://t.co/m2E5fyqdIu
2. Dune
Nothing I've found beats Dune for on-chain analytics.
https://t.co/WTQSYdVsqS
1. TradingView
My #1 right now. Manage alerts, scan your charts in real time, run deep technical analysis, even code custom indicators.
https://t.co/NA0hHgBKiL
Bookmark this somewhere so you don't lose it!
Whatever happens to $BTC and majors, there has clearly been a shift on-chain.
Social trading apps like fomo and pump will massively expand the TAM of the space, as the easiest way to onboard is to "show, don't tell". (In this case having verifiable proof you can make life-changing money.
Combined with the hyper-gamblification of markets esp. with the younger generation, on-chain trading will only get bigger and bigger.
I think this side of the space will decouple more and more from the rest of the market, although clearly performing better during BTC rallies/periods of upwards volatility.
Short dollar
To keep it simple. Trump has two main jobs .
Pump the stock market and weaken the dollar
They say this themselves but for some reason most ignore
Dollar weakening has started if you look at fx majors.
All have broken out against the dollar on yearly chart
Just a matter of time before things really heat up
the real bottom signal was never going to be a quantum headline.
it's when three things line up: price hits realized price (the average on-chain cost basis), MVRV-Z collapses toward zero, and supply-in-loss spikes.
that combo marked 2011, 2015, 2018, 2022. nothing else has.
3 things happen at the end of bear markets.
1) price cleanly breaks the cost basis of recent investors (circles).
2) idle smoking of hopium gives way to rabid clicking of the BUY button chasing the price
3) this raises the cost basis (red line transitions to green)
BREAKING: President Trump says he had a "very good phone call" with the Secretary General of NATO regarding Greenland and he has agreed to a meeting with "various parties" in Switzerland.
President Trump is preparing for step #8 of our tariff playbook with perfect timing.
The easiest way to get started with vibe coding is just building a daily habit tracker.
- Pick 5–8 highest leverage habits (sleep, training, research block, etc.)
- Turn it into a gamified system (XP + streaks + weekly score)
- Track it for 7 days, then iterate until it feels automatic
If you want to do something more advanced after, build a Daily Brief app that pulls your calendar + tasks + notes into one page > spits out your top 3 priorities + a time-blocked plan > tracks what you actually shipped vs planned.
So much you can do with vibe coding, but I've found the best place to get started is just automating/improving your existing systems/workflows - then building on top of them as you become more competent.