Crypto MasterBlaster

SatoshiWannabe

[krillin ॐ @LSDinmycoffee]

lmfao wtf is that supposed to imply

[FinancialJuice @financialjuice]

🔴 TRADERS EXPECT THE FED TO WAIT UNTIL JUNE TO CUT RATES, BASED ON SHORT-TERM INTEREST-RATE FUTURES.

[aelf @aelfblockchain]

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[MJ @peach_1340]

This w/e: Unicorn teasing imminent v4 + Unichain mainnet confirmed for Jan 6th

Have positioned exposure accordingly

[Posty @PostyXBT]

@0xBackwards At least you’ll be one small step closer to retirement then

[MJ @peach_1340]

Arise Unicorn $UNI

> V4 imminent
> Unichain mainnet imminent
> Atkins acceptance of SEC chair likely imminent (defi responds favourably to positive SEC changes)
> Within 10% of rolling 12 month highs
> Defi renaissance narrative
> Strong US affiliations (a current hot narrative)
> Retail crypto speculators picking up bigly
> Fee switch odds significantly up since Trump win
> Just achieved record monthly trading volumes across Ethereum Layer 2 networks

[MJ @peach_1340]

Nvidia qtrly results are now in 4 days - I expect $FET + other blue chip AI coins to outperform v soon (alongside $GOAT ofc)

[MJ @peach_1340]

One of my largest spot positions going into December

[MJ @peach_1340]

$DYDX

> Sitting at just over $1, HTF support

> DEX bluechip, DEFI - one of the best performing sectors since the Trump election win

> 100% of protocol fees distributed to $DYDX stakers

> DYDX Unlimited launch (catalyst) appears imminent. This is the biggest upgrade to the DYDX chain since inception:
1. Instant permissionless market listings, no listing fees, no gov vote needed (currently just c140 markets available on DYDX which requires governance approval + c4 days wait)
2. Under the current DYDX chain software, based on trading volumes, last 6 months of fees paid out to $DYDX stakers is ~$40m. With the newly proposed listing framework + bullish direction of the crypto markets, fees paid to $DYDX stakers should rapidly accelerate to $100m+ annually (enhancing token utility) going forward
3. Introduction of prediction markets = pertinent timing given current market interest in $DRIFT + Polymarket

> Return of founder (Antonio Juliano) last month + recent aggressive team changes = v clear intent to push the project forward

End.

[Agoric @agoric]

Agoric x Native - Official Live Stream https://t.co/kOHitbB02R

[MJ @peach_1340]

$STX - added to position

1. Nakamoto activation (the most important part of this long awaited upgrade) finally confirmed to be going live in just 12 days - it appears some shorter sighted market participants thought this had already happened

2. $BTC is on the verge of a multi month range breakout coinciding w rising $BTC dominance - a reminder that $STX remains the number 1 $BTC beta and performs better than most alts in a $BTC led environment (the last 24hrs as an example)

3. Trump currently has a commanding lead over Harris heading into the Nov 5 elections. There is now the real possibility of $BTC being a US national asset held as treasury reserve if Trump wins. $STX is one of the best positioned alts to benefit from this narrative

4. Stacks ecosystem metrics / KPIs are outperforming - latest attached

5. Constructive HTF chart. Uptrending again on daily + > 100dma

[MJ @peach_1340]

$PEOPLE - swing long thesis

> The only election / US politics themed memecoin listed on tier 1 CEXs
> US centric crypto project. US founders, US capital seed funded
> Numero 1 CEX coin than can be directly correlated with the incoming US elections
> Has consistently demonstrated strong relative strength to market going into the recent election debates. Example - $PEOPLE did 50%+ in <2 wks ahead of the VP debates
> Fair distribution, 100% circ supply = zero unlocks over swing period
> Sitting just above its 25wma, going into what could be argued as its largest ever catalyst event in 30 days

[FSMN @faststocknewss]

Diamondback Energy Revises Q3 Production And Capital Guidance Following Endeavor Merger; Expects Oil Production Of 319-321 MBO/D And Cash CAPEX Of $675M-$700M $FANG

[MJ @peach_1340]

Bullas > Bearas. Why?

> Global monetary easing has just started w a bang (including the US + now China), paired w resilient US GDP figs and no clear evidence of US recession risk
> Global liquidity is already surging, at an all time high since the end of Aug, exceeding the 2021 COVID peak
> $DXY now showing signs of losing monthly support
> Key crypto market supply overhangs (Gox, German Gov, Gemini) have ultimately gone
> FTX stables payout (estimated at c$15bn) is progressing well to land over Q4. Sure - there’s challenge over what actual number comes back into crypto but it will still be 10 figs + you know this market will over speculate on it anyway
> US election outcome currently 50/50 - Trump saying he will have $BTC as a strategic national reserve asset. Harris now for the first time saying she will support the growth of the space. Whatever happens - it will be better than current Biden/Gensler setup, where we saw: 1. BlackRock scoop up $21bn of $BTC in 9 months + 2. $BTC put an ATH in before the recent Bitcoin cycle halving event when the FED rate was standing at 5.5%
> Stablecoin market cap just hit an ATH. Total stablecoin supply is up ~$40bn (+35%) since Jan + set to continue
> Bitcoin exchange depositing addresses at its lowest level since 2016
> $BTC options just got approved, goes live v soon (bulla note on this one attached)
> August saw $1.3 trn asset manager, Morgan Stanley become the first US Advisor to offer Bitcoin ETFs to its clients; rumour of other mainstream US advisors joining the ETF party are imminent
> We now enter a seasonal bullish period for crypto markets. $BTC average historical performance in Q4 is c+90%

End.

[MJ @peach_1340]

Bears, you better hope for a v high % of Gox sellers to soon join you in force otherwise your days look numbered rn

> German gov only started selling ~$3bn of $BTC < 3 wks ago, > 50% already sold + likely concludes in a wk or so at current pace
> x3 consecutive days of 9 fig $BTC ETF inflows straight after ‘$BTC lost a 4 month range’
>Recent evidence shows the largest $BTC whale addresses are in heavy accumulation. Behaviour resembling the last 2 cycle bottoms
> Crypto Trump now at 63% odds to win US election in Nov
> FTX paying out ~$16bn in cash back to previous users in Q4
> Odds now 70% Fed start rate cutting in September
> Global liquidity cycle on the up and looks like this
> Morgan Stanley w c2tr aum + other major wealth platforms set to approve $BTC ETFs within 6 wks

+ don’t forget markets forward look 🫡

[MJ @peach_1340]

FOMC has passed, Breakpoint finishes today

Pretty obvious to me what tier 1 market catalyst sits in the middle of the fairway this coming wk - coinciding w associated coins already challenging their current wkly highs this morning + above key HTF DMAs

[MJ @peach_1340]

$BNB - tailwinds into rest of the month

> Clear recent relative strength on BTC pair vs other majors
> CZ (retaining his full rights as majority shareholder) is being released in 16 days
> Binance launchpool for $CATI launching in 3 days
> Binance launchpool for $HMSTR launching in 6 days. Expecting potential significant interest in staking $BNB on this one given $HMSTR has 250m+ players
> $BNB restaking launch imminent

[MJ @peach_1340]

$ENS

Taken on spot - a v strong candidate for Q3

> We now have confirmation that the $ETH ETF should launch this summer. $ENS was best performing beta upon the recent ETF approval
> Vitalik endorsement continues, only 3 wks ago saying $ENS is ETHs most successful non financial app. Beta profile only getting stronger
> Enhanced project level fundas w recent news of extending the protocol to a Layer 2 network
> Down ~30% in 12 days, sitting around 100dma. Has tested late $20s multiple times - sellers bend over on next attempt imo, fresh air above

[MJ @peach_1340]

$GAL fundas have my attention short term

[MJ @peach_1340]

$CFX

> The go to China / Hong Kong narrative coin
> A BTC beta narrative coin w the imminent launch of their layer 2 solution

Bought a SPOT bag here in market weakness for a swing. Despite harsh alt conditions, I think this one outperforms over the coming wks:

> Hong Kong now set to approve and launch $BTC ETFs this month
> Expect a lot of hype on these HK ETFs given (1) success of US launch, (2) China mainland equity funds are involved, (3) notably the Chinese gov have a double digit stake in China Asset Management (whos sub yday submitted a spot $BTC ETF application)
> Announced last month, $CFX is also facilitating the beta-testing of the Hong Kong Dollar-backed stablecoin, AxHKD, on its platform
> $CFX is down c40% in 3wks, early 0.30s is historic HTF support
> Set to launch their new EVM compatible $BTC layer 2 solution end April / early May