BGC Priv Journal pinned «Some Notes Part 2: Looking forward Regarding ETH: i think theres to much noise surrounding Solana's bottom to peak performance when ironically Sol peaked out when it's drawdown from 2021 cycle peak was = to eth's drawdown from 2021 peak, so really it was…»
Very nice bounce for BTC off last cycle's ATH's close on the Monthly. LTF it's gotten out and resting nicely on top of that support zone
There's also nothing like a new monthly candle. On HTF momentum really starting to set up for some big moves to the upside (maybe summer?)
There's also nothing like a new monthly candle. On HTF momentum really starting to set up for some big moves to the upside (maybe summer?)
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BGC Priv Journal pinned «Trojan Referral Link (not ashamed) https://t.me/odysseus_trojanbot?start=r-basedgodcap»
ETH is only getting started, gas still being really low also indicates that it still may be earlier days for ETH heating up.
I also think we're going to continue to see a back and forth between Large/Midcaps (one leads, one consolidates) - https://x.com/BlueLightCapit1/status/1794777130863063338
Joe/SPX as midcaps were the outperformers and are now starting to consolidate. Larger caps like MOG, Ticker Bitcoin, and Pepecoin all look like they're about to do something silly
I also think we're going to continue to see a back and forth between Large/Midcaps (one leads, one consolidates) - https://x.com/BlueLightCapit1/status/1794777130863063338
Joe/SPX as midcaps were the outperformers and are now starting to consolidate. Larger caps like MOG, Ticker Bitcoin, and Pepecoin all look like they're about to do something silly
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Not many really consider this scenario:
stocks over summer experience low volume mostly consolidating/ do nothing, gold consolidates, commodities consolidates, and everyone and there grandma knows it's a cyclical asset mid bull and looks like this
Now that TradFi's involved, in this scenerio what would happen while we're in market regime dominated by momentum? Most hedge funds are judged perfomance on a quarterly basis, likely outcome is they would pile into Btc and ETH ETFs like a freight train bc if they don’t and their competitors will and likely outperform
stocks over summer experience low volume mostly consolidating/ do nothing, gold consolidates, commodities consolidates, and everyone and there grandma knows it's a cyclical asset mid bull and looks like this
Now that TradFi's involved, in this scenerio what would happen while we're in market regime dominated by momentum? Most hedge funds are judged perfomance on a quarterly basis, likely outcome is they would pile into Btc and ETH ETFs like a freight train bc if they don’t and their competitors will and likely outperform
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BGC Priv Journal
Not many really consider this scenario: stocks over summer experience low volume mostly consolidating/ do nothing, gold consolidates, commodities consolidates, and everyone and there grandma knows it's a cyclical asset mid bull and looks like this Now that…
https://x.com/hkuppy/status/1798683087800545548?s=46&t=NRlkQuAPWBELCvf54beFgA
Some smart Hedgies already picking up on the favorable supply/demand dynamics the ETFs are creating
Some smart Hedgies already picking up on the favorable supply/demand dynamics the ETFs are creating
X (formerly Twitter)
Kuppy (@hkuppy) on X
Float dynamics apply here. They keep cornering #BITCOIN
If she breaks to a new high, think the inflows go into overdrive…
If she breaks to a new high, think the inflows go into overdrive…
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BGC Priv Journal
Not many really consider this scenario: stocks over summer experience low volume mostly consolidating/ do nothing, gold consolidates, commodities consolidates, and everyone and there grandma knows it's a cyclical asset mid bull and looks like this Now that…
Semi’s & crypto been my macro thesis since 2022, semis can still move in this scenario while hyperscalers consolidating mute their return contribution to the index’s
i've been noticing, recently liike maybe for a week, asia hours is getting bullish again as if they're now in bid mode again. There also keeps being no synchrony. like when america's bullish asia's bearish and vice versa. when it lines up thats gonan be dope. i have a thought that it might happen soonish, like after september if we get the first cut then (between 3Q and 4Q)
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BGC Priv Journal
i've been noticing, recently liike maybe for a week, asia hours is getting bullish again as if they're now in bid mode again. There also keeps being no synchrony. like when america's bullish asia's bearish and vice versa. when it lines up thats gonan be dope.…
part of it has to do with this, some thoughts i had from last quarter. funny enough now there r headlines on "ration to smaller caps now" (cnbc always so late)
further thought is, during this time QQQ's way outperformed BTC. Now that we have to think abut BTC within the context of institutional rotations / flow, why would they be "aping" etf's while semi's / tech outperforming (not so much pensions and FA's but more HF, LO type funds). that dislocation in order of flows prob also partly caused the decoupling and the correlation to weaken with Q's to the upside and crypto to the downside
further thought is, during this time QQQ's way outperformed BTC. Now that we have to think abut BTC within the context of institutional rotations / flow, why would they be "aping" etf's while semi's / tech outperforming (not so much pensions and FA's but more HF, LO type funds). that dislocation in order of flows prob also partly caused the decoupling and the correlation to weaken with Q's to the upside and crypto to the downside
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