Sly

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[The Precedent @TPrecedent8749]

This isn't really about Canada.
And it's not really about tariffs.

It's about leverage - and who controls the pressure points in global trade.

[Sly @slycryptoo]

@blknoiz06 @0x_kenshin @solana @marginfi @cypher_protocol @multisig @DriftProtocol @ZetaMarkets @MadLadsNFT @HxroNetwork Lots going on - time to dive in

[Sly @slycryptoo]

@mgnr_io don't think that's entirely true - you're betting on direction AND vol AND other factors.

sure if you're delta hedged, it isolates gamma + vega

[Sly @slycryptoo]

@0xSisyphus If you dissent in every vote then your dissents start to lose value, especially if it wouldn’t change the outcome. Better to publically comment afterwards

[Sly @slycryptoo]

Bottomline –

Same as yesterday.

Prioritize survival – if we a get bounce be judicious in your trading, before you burn the remainder of your capital.

Best of luck!

[Sly @slycryptoo]

Crypto Daily Note – May 13th, 2022 – GM!

Overview:
Legacy markets round-trip
Crypto market overnight bounce
NFT market bottom?

Lets dive in!

[Sly @slycryptoo]

NFTs –

Hopefully, the short-term bottom is in with many projects finding a floor yesterday.

@AzukiOfficial led the way, now trading back at 15E
@doodles stabilized at 13E, after the dooplicator reveal
@yugalabs ecosystem held steady.

[Sly @slycryptoo]

Bottomline –

Prioritize survival, disconnect from twitter/charts etc if need & wait patiently for a recovery, whenever it may be.

Best of luck!

[Sly @slycryptoo]

Crypto Daily Note – May 12th, 2022 – GM!

Overview:
Yesterday’s CPI surprise
Capitulation in crypto
NFT market headlines

[Sly @slycryptoo]

@AzukiOfficial seems to have found a short-term floor around 8-9E. I wont reopen this can of worms, but I don’t expect huge upside here until 1) the market stabilizes 2) a new cohort take over the project.

Fwiw, I don’t expect huge downside either.

[Sly @slycryptoo]

Bottomline –

Macro headwinds are dictating every market right now. Not much to do other than wait for macro/legacy markets to catch some relief.

There’s a relief rally somewhere close, timing will be the difference between pain or gain.

Best of luck!

[Sly @slycryptoo]

Crypto Daily Note – May 9th, 2022 – GM! 🔥

Overview:
Legacy market week-ahead
Crypto weekend review
NFT developments amidst weakness

[Sly @slycryptoo]

Valuable insight on how different types of airdrops have performed in the NFT space for @punk9059

https://t.co/labwY9Syts

[Stats @punk9059]

We're seeing a regular trend in 2022 with airdrops.

1) NFT pumps ahead of the drop
2) The combined value of OG NFT + drop tanks

See 4 charts for examples.

(1/2)