vjappinen

Mostly clueless...

[Julien Bittel, CFA @BittelJulien]

There’s a lot of noise in the market right now – conflicting narratives everywhere.

But here’s the reality – or at least my take on what’s really going on:

Everything happening in markets right now, especially in crypto, is a direct consequence of the tightening of financial conditions in Q4 last year.

When financial conditions tighten, liquidity gets drained, and economic surprises start to slow. I mentioned this before, including in a tweet I posted yesterday.

That’s why we’re seeing a soft patch in the economic data and why the market is freaking out about a growth scare, with recession talk now making a comeback.

Here’s the thing:

This will all reverse next month.

Financial conditions have been easing rapidly over the past two months – dollar down, bond yields down, oil down – and that’s setting the stage for a recovery in the data soon. Remember, financial conditions are always leading.

One final point:

With the drop to $80k, this tightening is now fully reflected in the price of Bitcoin.

Could we go a little lower? Sure…

But here’s what I’d say:

Everyone’s already on the same side of the trade – sentiment is extremely bearish, and Bitcoin is sitting at an RSI of 23, the most oversold level since August 2023.

So if you’re still bearish, don’t get too comfortable…

Instead, be greedy when others are fearful.

Just my two cents. Hope it’s helpful to some.

[Love Classical Music and Movies 🎺🎻💖🎥🎬 @AlexTran677026]

What a marvel! A staging with all the creativity. Only these fantastic girls could have chosen such an amazing musical cocktail, with a sensational staging.♥️😄🎧

[Dear Bitcoiner ⚡️ @DearBitcoiner]

At 2,000 retweets, I'm stacking more $BTC.

[Jeff Walton @PunterJeff]

Quant Bros Episode 7.5 ⚡️
"THE $MSTR thesis & new era of Bitcoin as collateral"

- Valuing & comparing top 20 equities
- $MSTR Valuation thesis & framework
- Bitcoin as collateral & Programmable money
- Index Inclusion impact on MCap
- Where we're going & future outlook

Timestamps:
0:00 Intro
1:20 @PunterJeff background
03:03 Top 20 Equities valuation comparison
19:45 $MSTR valuation framework
23:30 NEW $MSTR valuation summary table & relativity rationalization
29:50 Bitcoin as collateral & programmable money
34:00 $QQQ Dollar flow impact on MCap
38:45 Where we are, and where we're going
40:35 $MSTR Market Cap tracking over time
43:20 Future Bitcoin Outlook & Conclusion

[vjappinen @vjappinen]

@alifarhat79 Pelosi

[Michael Saylor @saylor]

The most comprehensive and, perhaps, most important presentation I’ve done on #Bitcoin to date, complete with slides.

[Why you should have a cat @ShouldHaveCat]

"I'm not even mad, Susan. I'm just disappointed."

[Linus ✦ Ekenstam @LinusEkenstam]

world will never be the same

OpenAI has released ChatGPT-4o and its safe to say that we are about to enter the next phase of AI madness

11 examples:

1. Be my eyes, visual real-time assistant

[🎸 Rock History 🎸 @historyrock_]

Paul McCartney surprising fans, 2018.

Can you even imagine how amazing it must have been to be there?

You’re eating. Someone plays the jukebox and suddenly you hear a guitar chord ring out. Then the curtains open and a Beatle is 5 meters away from you.

What a story to tell!

[Anatold @Anatoly_pranks]

Why does your friend use fake weights? 😄
I can prove it to you it's fake.
#anatoly #prank #gym #gymgirl #gymbro

[The Figen @TheFigen_]

Unbelievable!

[The ₿itcoin Therapist @TheBTCTherapist]

Repost if this guy taught you more about money than anyone else in your life. $MSTR #BTC

[Theya @TheyaBitcoin]

Michael @Saylor says that an easy collaborative multi-sig app for iPhone will revolutionize Bitcoin adoption.

Guess what? We made one.

2-of-3 collaborative multi-sig, you decide how and who holds your keys 🔐

Check it out: https://t.co/6WhDpfRtR9

[Bitcoin Magazine @BitcoinMagazine]

JUST IN: #Bitcoin Lightning payments app Strike launches to millions across Europe 🇪🇺

[The Figen @TheFigen_]

Born Einstein!

[Massimo @Rainmaker1973]

Traffic stops for a moment of poetry

[📹 krista15311]
[📍 Vancouver Island]

[B&S @_B___S]

he did such a good job

[Elina Valtonen @elinavaltonen]

Stor ära att delta i president Alexander Stubbs första statsbesök till Sverige, vår viktigaste bilaterala partner och vän.

Suuri ilo ja etuoikeus osallistua tasavallan presidentin Alexander Stubbin valtiovierailulle Ruotsiin.
🇫🇮🇸🇪

[Jakob | Move or Die @moveorperish]

Partner Supported Spine Decompression

Leave back pain in the past forever with this exercise unknown to the fitness industry.

All you need is:

- Something to hang on
- A partner

Hang from a bar in a dead hang ( ears disappear between the shoulders)

From there your partner puts his hands on your shoulder blades. His arms are extended and locked at the elbows.

He now gently takes a step or more forward.

Guide him by giving feedback on how much is good and when it is too much.

Seek out that sweet spot of decompression together.

Hold there as long as needed.

Change roles after that and repeat for 3-5 Sets.

Have a pain-free Sunday and a pleasant start to the week!

Jakob