Price Discovery

Discover Price and many other trends in digital asset trading with @alex_markl, @NashRate & @mringz

[Price Discovery @pricediscovery_]

Full episode OUT!

Bitcoin just printed a 20% god candle
Debasement trade is back on — here’s why and how to play it

Price Discovery with @NashRate @alex_markl @Mringz

Full episode 👇

https://t.co/2D17u2nAi4

[Price Discovery @pricediscovery_]

Broader takeaway:

The administration appears willing to goose the economy into the midterms.

“Don’t fight the Treasury.”

Hard assets (BTC, gold, commodities) remain the preferred exposure.

Are you adding here or waiting for a dip?

[Price Discovery @pricediscovery_]

Full episode OUT!

Bitcoin just printed a 20% god candle
Debasement trade is back on — here’s why and how to play it

Price Discovery with @NashRate @alex_markl @Mringz

Full episode 👇

https://t.co/2D17u2nAi4

[Price Discovery @pricediscovery_]

Outlook:

80k is the “bears’ last stand.”
Expect some chop, then a break.

Once 80–82k is taken out, sidelined capital is likely to chase and we can move quickly into the 90s.

Strong consensus on the pod: do not fade this move.

[Price Discovery @pricediscovery_]

What’s your highest-conviction trade this week?

[Price Discovery @pricediscovery_]

New episode out🔮

BTC stuck in the mid-60ks — bottom in or one more leg to the 50s? Korean equities + 8-9% basis trades

Full breakdown → https://t.co/lJrrd2HfS4

@pricediscovery_ with @NashRate @alex_markl @mringz

[Price Discovery @pricediscovery_]

Best current basis/carry trade:

Long traditional assets (stocks, commodities, FX) via broker + short the perps on Hyperliquid/Lighter → collect funding.

SK Hynix example: averaged 8–9% unlevered over the past month.

https://t.co/Mt2yn2tqNz

[Price Discovery @pricediscovery_]

@alex_markl explains how to earn an 8-9% yield using $SKHY with zero market risk on @HyperliquidX and your brokerage account.

[John Nash Cutrone, CFA @NashRate]

idk if hot take but i stand by it

another few years of sticky ~3% inflation

bullish scarce assets like metals and monopolies

[Price Discovery @pricediscovery_]

@alex_markl explains how to earn an 8-9% yield using $SKHY with zero market risk on @HyperliquidX and your brokerage account.

[Price Discovery @pricediscovery_]

@NashRate thinks AI deflation could lead gold to $10K? 💰 The growth potential might surprise you!

[Price Discovery @pricediscovery_]

Specific trades this week:

Alex scaling into Sept/Oct 70k BTC calls (IV ~33, historic lows + negative skew)

SpaceX interesting but heavy unlock schedule — John waiting closer to 80-100

Full breakdown + options structures → https://t.co/zZgnwtFg7h

[Price Discovery @pricediscovery_]

Full episode OUT!

Has Bitcoin Bottomed at 60k?
Apathy as a catalyst, Gold victory lap, XME miners + cheap 70k calls

Price Discovery with @NashRate @alex_markl @Mringz

[Price Discovery @pricediscovery_]

Other high-conviction ideas:

XME (metals & miners) up ~15% since the last call — “sell the shovels” for AI + debasement.

DRAM/memory trade is largely cooked. Prefer QQQ / Google (cloud, apps, data).

Warsh successfully pushed the long end higher without hiking.