zmbc.hl

global macro finance｜Shadow Banking & liquidity researcher ｜FICC & crypto option trader｜ BELIEVE the RWA&DeFi of Crypto are the next chances.

[zmbc.hl @zmbcCapital]

我说了 Hyperliquid就是这一轮最大的alpha. 当时徐冲浪总和他的一批粉丝关注我 我就给大家介绍了一下hyperliquid和他的积分机制以及原生meme 下半年我几乎每条推文和回复都是关于Hyperliquid. $HYPE 现在作为holder依然来得及。

I say in July.
our target is 800usdc per point！

[zmbc.hl @zmbcCapital]

@Barchart 影子银行体系的天量流动性可不包含在M2里… 所以这种比值指标有意义但不多。

[zmbc.hl @zmbcCapital]

@CryptoRounder 背离MA200 200% nvda极端值是100% 没合约空 买了sndq

[zmbc.hl @zmbcCapital]

@baoshen23761792 包总 这三根不同时间段的ema有啥说法吗

[zmbc.hl @zmbcCapital]

@teacher_cao 看来你只是看到了没买 核心的都没有 都是些过时的你看也看不上的那种 比如bofa的theflowshow jpmfxmidyearoutlook这些..

[zmbc.hl @zmbcCapital]

lol

[フ ォ リ ス @follis_]

Future generations will never understand the magnitude of this downgrade

[zmbc.hl @zmbcCapital]

@Corsica267 很有思路 特别是2 最近也在学习投资者在t-bills t-notes t-bonds做选择时是基于什么逻辑 对于久期是什么预期

[zmbc.hl @zmbcCapital]

现在的OPCG与当年的defi之夏 nft meme 有过之而无不及。@OnePieceAnime

[zmbc.hl @zmbcCapital]

@Cboe @MorningstarInc how to get it🥹🥹

[CrossBorder Capital/ GLIndexes @crossbordercap]

Bearish flattening US yield curve since January is not a great omen. It is typical of 'Speculation' phases in markets. Shows increasing demands for safe asset duration and a sign that #liquidity cracks appearing

[zmbc.hl @zmbcCapital]

今天晚上做多了bnb和bgb hype依然持有 短期是这样 中期行情就是看监管力度了。

[谢家印 @xiejiayinBitget]

有人说 Bitget 马上上线的美股现货跟真美股一样，可以分红。

其实不止是分红会直接发进你的Bitget 帐户，我们还做到了直联券商流动性，跟你在富途老虎买美股的交易体验没有一点儿区别。

另外，我们马上上线的美股还能作为保证金、质押借贷，直接盘活你的资金利用率。

[zmbc.hl @zmbcCapital]

@AWeb3Going @renaissxyz 已通过链接注册 但是看起来目前可玩性不高啊 onepiece的卡也没几张 还没我多😂

[zmbc.hl @zmbcCapital]

唯有hype 我的避风港 温柔乡。

[Emil Verner @EmilVerner]

For researchers interested in U.S. banking and finance, we are sharing a new data resource!

It contains information on bank balance sheets, bank runs, and bank failures from the 19th century to the present:

[Aksel Kibar, CMT @TechCharts]

Everybody saw this pattern.

Yet, it still worked. $MAGS

All this self-doubt, doubt about a method, appears when the performance hits a rough bumpy ride.

This is when most abandon the strategy, the discipline.

Jump to another method, searching for the "holy grail".

Being thrown from one method to another, not being able (having the chance to experience) to realize the long-term impact of the small losses and larger sized wins of a system.

[zmbc.hl @zmbcCapital]

@PugetPointCap @NicholasFNS Thx!

[zmbc.hl @zmbcCapital]

@redpill_ghost @Linda683753797 @unusual_whales your view is clear.👍

[zmbc.hl @zmbcCapital]

@kirbyongeo @Hypurr @HyperliquidX E N V Y！！！ and how to get it🥹

[zmbc.hl @zmbcCapital]

@mdzzi 合理 但是得看以色列这傻逼了

[zmbc.hl @zmbcCapital]

right

[Aksel Kibar, CMT @TechCharts]

Cryptocurrency traders/investors... there is no better time than this to nail down in your investment process the concept of correlation and its offering.

Gold rallied, Silver rallied. Dollar sold off. Yet, cryptocurrencies that were supposed to be safe haven, decentralized, true money etc. did not move. At least not yet.

Conclusion is this: whatever the narrative behind an asset class, it should be treated on its own merit, with its own dynamics. Trends come and go and can result in misleading correlations.

Price action > Narrative

[Manchurius Hao — Greeks.live首席赌狗 @AntonLaVay]

「人生最不幸处，是偶一失言，而祸不及；偶一失谋，而事俸成；偶一恣行，而获小利。后乃视为故常，而恬不为意。则莫大之患，由此生矣。」