ndac

[ndac @ncdacrp]

Fiscal stimulus + monetary stimulus (next president will get the hangover). Trump is also personally invested in crypto's success along with many positive regulatory tailwinds.

[ndac @ncdacrp]

Rate cut expectation reset, time to buy again

[ndac @ncdacrp]

Think we're setting up for a bubble run. Trump now completely in control of US macro. Tariffs to gain leverage for trade deals (increased FDI for semis) but can taco if economic impact too large. Rate cut is dependent on employment vs inflation where employment takes priority.

[ndac @ncdacrp]

CPI next week, expect some volatility. Aug typically low season. Rate cut then bubble run.

[ndac @ncdacrp]

Bought some $boss today. This is going viral at an insane pace. Kraken, okx then coindesk mentions. Mainstream newspaper, instagram; twitter mentions skyrocketing. Think this has legs.

Great haircut, personality and vibes

[ndac @ncdacrp]

Syrup upbit listing. Got lucky

[ndac @ncdacrp]

Coins that worked really well before BTC breakout has largely stalled in the last month (syrup, useless, bonk eco memes). Think now that the easy crypto beta rally is brought into question, expect them to start outperforming again.

[ndac @ncdacrp]

Oh and buy graphite protocol on buyback yield thesis

[ndac @ncdacrp]

Exuberance

[ndac @ncdacrp]

Bull mkt breadth shrinking. Only a few coins here and there working (bonk, ena). Another bear indicator flashing

[ndac @ncdacrp]

China fiscal stimulus means higher commodity pxs, which means higher US infation. Mkt is expecting rate cuts, which I think is a complacent, non-dynamic view. Regulatory tailwinds already known (Genius).

[ndac @ncdacrp]

The only thing I think that could move mkts up is a new fed chair, but if Powell gets fired, were going to see some downside volatility first.

[ndac @ncdacrp]

ready for an eye-popping week for Doge

[ndac @ncdacrp]

Think Doge and Floki about to make an aggressive run up

[ndac @ncdacrp]

Looks like this is buy wtv is down most vs ath season.