9/26 note cont.

FCX also looking good

imagine the smell if its a precuser. Not banking on it, but the room would smell like sht, many sideliners would be coping

After long periods of low vol/bleed, cant forget this is crypto. 30% 1hr candle moves on eth/btc/sol is not out of the ordinary when bull volatility picks up.

Even if bearish always good to be invested if u have a HTF bullish outlook on the cycle outlook.

- 25% Main's (BTC/ETH/SOL, L1 of choice)
- 25% alt/meme basket
- 25% stables
- 25% trading capital to generate cashfloow to buy more stuff but can also go to cash in seconds bringing u to 50% cash in a bad scenerio.

Thats not how i am allocated (im a degenerate and much more risk on), but if i was bearish at this point of the cycle thats what i would look to be allocated as.

100% stables rn with no exposure is likely not a good idea. You don't want to put in the effort all throughout the post having dip/summer chop to get sidelined for a leg up. Crypto moves fast.

Looking good so far

Despite head line econ numbers, NXPI and QCOM both have a lot of exposure to Chinese OEMs. For both, across mobile, auto, IoT, industrial (NXPI specific) y/y and sequential growth was down for all regions expect China which grew y/y and sequentially which is expected to continue looking towards Q4. Just 2 examples, but strength in chinese demand growth has been a common theme so far in 3Q'24.

Looking across crypto / copper/chinese equities and their inflections in trend, it all seems to point to liquidity filtering through from their easing.

Bullish situation in confluence with US fed policy shift and conclusion of the election cycle.

Pepe looks insane

Random - Bank's look bullish af, even regional's up 5-10x off the lows.

finally over the ma and out the base, lets see if can run the fibs