ethan

used things, profited from things, built things and broke things

[ethan @oraclethan]

the AI × crypto trade isnt the tokens. its compute, stablecoin rails, and the few teams actually building agent infrastructure that doesnt need a token. everything else is the same VCs from 2021 wearing new merch

[Jukan @ ICML @jukan05]

Bernstein estimates that SK hynix’s DRAM gross margin in Q2 will reach 90.9%…

[3X Long Labubu @labubu_trader]

finally today's option data of $MU and $SNDK is avialable now, the IV skew is heavily towards the put side and at an ATH level.
I think if we bounce next week, the setup will provide automatic buying flow to help the rebounce from the vanna/charm side until opex.

[ethan @oraclethan]

@AlucardTrades thanks for playing

[ethan @oraclethan]

@5morewhooppers LGW

[ethan @oraclethan]

update?

[David Hoffman @TrustlessState]

After selling $ETH, I immediately took ~50% of the capital to VVV, NEAR, ZEC, HYPE

I left the rest as capital to DCA into something not already up multiples (other than NEAR, which was ~1.40 at the time.

I've finished buying $LIT with that remaining 50%

[Evanss6 @Evan_ss6]

People keep longing the dip on leverage

Meanwhile, spot is drilling, and with STRC at $96.64, Saylor likely has to sell a nice clip

All of this is happening with equities still at ATH

[ethan @oraclethan]

Somehow Mu is making ath's today

incredible strength and most likely a slow grind up into ER

[ethan @oraclethan]

@citrini Hyperliquid

[ethan @oraclethan]

@CryptoTomYT @legendtrade legend

[ethan @oraclethan]

BTC becomes interesting in the 50's

[Evanss6 @Evan_ss6]

first halfway decent liquidation day since February

usually these come in bunches and maybe that'll be enough to put in a tradable low

[ethan @oraclethan]

@AbliterateAI abliterate abliterate abliterate

[CryptoCondom @crypto_condom]

Been saying this for 3 months. The digital biology narrative is about to run…and run hard.
My bets are $ABSI, $ABCL & $IOVA

[jez (equity perps era) @izebel_eth]

basically every chain should be figuring out how to get precompiles live asap, its the most important building block for the next 3-4 years

[ethan @oraclethan]

@rektmando zero

[Watcher.Guru @WatcherGuru]

🇺🇸 S&P 500 closes at new all-time high of 7,599.9

[ethan @oraclethan]

@Quanterty you get paid to hold risk

[ethan @oraclethan]

@ezcontra equities mode

[ethan @oraclethan]

@d_gilz gg

[ethan @oraclethan]

Strong belief that institutions are pushing down intel. This will reprice in the 150's come closer to the fall