BGC Priv Journal
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BGC Priv Journal
report that iran wants to end the hostilities, was in the chart
oil continuing to reject hard telling the market that inflation shouldn't be a concern and conflict worries might have peaked
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Forwarded from BasedGod Cap
you can see the regime change wen the conflict esclations started. Pre gold line correlaiton more positive bc growth was the primary focus for markets. After the conflict, correlation turned negative bc inflation became the primary concern again vs. growth. this will change back eventually, but thats why the risk off before this fed meeting was alot more apparent vs. the last one
Forwarded from BasedGod Cap
new lows for XLV/QQQ, stocks chad. so positioning driven lol
BGC Priv Journal pinned «earnings crushed expectations by a wide margin. sure there are company's that are feeling heat or had bad/no guidence, but those arent large index components so u can just not buy them. the companies that didnt have good color on guidence bc of the tarrif…»
transitioning to risk on?
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BGC Priv Journal
HTF vrsn
seen another way that we care more about - nuke it pls
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40% of the ASTR supply is reserved for airdrops, might not be a bad idea to use the dex itself. Good sht if u cooked btw, was nice having a PVE moment for once

ASTR DEX - https://www.asterdex.com/en/referral/B27516
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hopium

tldr:

alts - alrdy been weak for a long time and this move was the flush to put them at key support area's

eth - has been weaker earlier than btc/sol and this may be the lev wipe it needs for it to lighten up, also at a key area (looks similar to the june period where it crabbed then bart/flushed

btc - started playing catch up after failing to push up past that key 115k area, but ran the stops so fast the processes may have been sped up although still be some more catchup to do

sol - coming off a strong month it may have more catch up as well, but its at a key area rn (although dips relatively shallow compared to most

everything could go down more, but interesting key area's, esp alts that front ran a lot of the weakness
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