SLINGBAG 🎒

feed dump for market views; & asymmetric bets.

[SLINGBAG 🎒 @slingbagcapital]

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[SLINGBAG 🎒 @slingbagcapital]

This video will ironically mark the bottom. Bookmark this. 👇

[SLINGBAG 🎒 @slingbagcapital]

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[SLINGBAG 🎒 @slingbagcapital]

@MeraMeraAlts @CryptoRaines @trading_axe @Cobratate says the quran

[SLINGBAG 🎒 @slingbagcapital]

@simpdigit @WhiteWhaleLabs @cz_binance part of @cz_binance plea deal was to manufacture the 10/10 liquidation cascade so trump and his goonies can benefit from insider trading. go figure.

[SLINGBAG 🎒 @slingbagcapital]

@0xMari0 @StaniKulechov Which means Aave Labs will win! Hoorah!

[SLINGBAG 🎒 @slingbagcapital]

@parisrouz @StaniKulechov *Aave Labs will win, not $AAVE holders.

[Ernesto @eboadom]

To be very clear:
- This is not, in ethos, my proposal. Aave Labs has (for whatever reason) unilaterally submitted my proposal to vote in a rush, with my name on it, and without notifying me at all. If asked, I would not have approved it.
- It was not my intention to submit the vote while the community was still having a healthy discussion around it, with valuable points appearing continuously. It breaks all codes of trust with the community.
- Public governance is supposed to be for, even if hard sometimes, open discussion. Trying to rush a vote is disgraceful.

[SLINGBAG 🎒 @slingbagcapital]

@LordChampaqui @The3D_ Still waiting for an answer to this.

[SLINGBAG 🎒 @slingbagcapital]

@darkslythe83 @lexjlu @financedystop 🤣🤣

[goodalexander @goodalexander]

I’m pretty bullish.

Why. Rare earth metals kicked off the liquidation cascade. Bc War with China (rare earths used for missiles) would be insanely bad. Rare earths have fully retraced move. Trump / Xi had an “okay” meeting. If we were going to have imminent geopolitical escalation - it’d be non stop hacking. Maybe good for North Koreans (?) but bad for crypto vs gold

Biggest concern was consumer bc Chipotle / Draftkings Las Vegas and consumer sentiment indicate it is extremely over. With $2k stimulus checks it is not, in fact, over. More speculative money goes straight into the casino - means alt demand

Balance sheet expansion starts soon. This makes it easier to take overnight risk and leverage funds up. Funds can now access crypto instruments and stocks

Fink is saying to tokenize everything. I don’t think he’d be focused on this nor would Jamie Dimon if the Clarity Act weren’t unlikely to pass. The government is deliberately turning the economy into a casino with stablecoin collateral to fund the deficit.

This is hard to unplug once you do it. So even though Republican congress odds are off a cliff it probably doesn’t matter pragmatically. We will get the legislation we need and won’t go to jail before 2028

Everyone is max bearish. And increasingly people realize the OpenAi IpO might just be an exit scam. Or that’s in the Overton window now that people realize the ROI on ai spend isn’t there but it doesn’t matter bc Nvidia can probably manufacture another $1T of revenue

So stocks have outperformed crypto sustainably bc the narrative that equities are real and crypto is a scam. But if equities are a scam (highly likely) - and crypto now has privacy enabled in a liquid fashion (see Z cash and surging XMR liquidity, railgun on eth). Crypto becomes anti fragile way to play equity upside and keep your money out of the system after the crash

Plus the part of AI that’s not a scam (dev work) - probably accelerates crypto roadmaps and cuts the cash burn for bloated teams

I think ppl are waiting for a Luna esque shoe to drop but it would have dropped by now. Ethena has the money. The depeg wick was probably user error on binance. Things like aster and the hyperliquidation of everything turn every wallet interface into a casino (bullish fees)

Korean stock market 80%+ ytd run means there’s a vast amount of wealth in AI exposed stocks in Korea - that will be primed to rotate back into coins once the winds shift

And you have massive checks going into and focused stablecoin teams to ensure users have money a couple clicks from stables, wallets or perp dex enabled wallets

Trump administration probably pressures the s&p steering committee to get MSTR in Dec 19 which could inflect the narrative on DATs. The biggest risk for alts is that DATs become activist targets and alts get sold back onto the market while there’s no liquidity

Going into Spring of next year you’ll have both ECB and BOE headlines on CBDCs and I think by this point ppl realize these are Orwellian Nightmare organizations - and with liquid privacy coins - can see a lot of money getting swept into crypto.

A lot of the concerns are trailing and a lot of the benefits (like on chain accretion due to institutional tokenization) are forward looking. People are depressed and rekt. So this is probably the part of the cycle where the institutions buy your coins. Thanks for playing

[SLINGBAG 🎒 @slingbagcapital]

@heystevetan @josephwangg No different from prosperity gospel leaders, using God as a means to their own agenda. Disgusting.

[SLINGBAG 🎒 @slingbagcapital]

@DrivenByLuck @lukebelmar Bro thinks his smart using a verse that has 0 relevance to this video.

[SLINGBAG 🎒 @slingbagcapital]

@hanjiahnn the more people post this, the more CZ is going to delay listing, few

[SLINGBAG 🎒 @slingbagcapital]

@LegacyOnBNB @cz_binance @heyibinance @BNBCHAIN 4 = resilience

[SLINGBAG 🎒 @slingbagcapital]

@heystevetan Did he receive "free tokens" as a KOL in exchange for shilling garbage like $LANDWOLF and $DOLAN?

[SLINGBAG 🎒 @slingbagcapital]

@asparagoid yeah the question is whether CZ decides to pull a $GIGGLE on 4 before spot listing.

[SLINGBAG 🎒 @slingbagcapital]

@_ProfitPath God

[SLINGBAG 🎒 @slingbagcapital]

@asparagoid @subtleDesi thats your CMO for $STBL

[SLINGBAG 🎒 @slingbagcapital]

@david_attisaas ggwp well done

[SLINGBAG 🎒 @slingbagcapital]

@Nate_Google_ Did a thread breakdown 👇 https://t.co/cBNeFGmBF0

[SLINGBAG 🎒 @slingbagcapital]

1/ 🚨 LUKE BELMAR SUED BY CO-FOUNDER STEVE TAN OVER ALLEGED $15M PROFIT DIVERSION! Capital Club's Co-Founder @heystevetan posting "The mask finally slips" along with court document. Tan alleges a HUGE BETRAYAL after pouring in $4M+ to build their empire. Full Thread Breakdown👇