🚨Coinshares FUD: Digital asset investment products recorded US$812m in outflows last week, as expectations for two US interest rate cuts this year moderated following stronger than anticipated macroeconomic data, particularly the revised GDP and durable goods figures.
The "outflows" in the CoinShares report refer specifically to digital asset investment products, which are mainly ETFs and ETPs.
These outflows are happening because big money is moving out of BTC in favor of alts and out of ETH ETFs into ETH Treasuries (where Eth can be staked).
-Bitcoin ETPs: –$719M outflows
-Ethereum ETPs: –$409M outflows
-Solana ETPs: +$291M inflows
-XRP ETPs: +$93.1M inflows
[BTFD before everything rips, don't listen to institutional FUD!]
The "outflows" in the CoinShares report refer specifically to digital asset investment products, which are mainly ETFs and ETPs.
These outflows are happening because big money is moving out of BTC in favor of alts and out of ETH ETFs into ETH Treasuries (where Eth can be staked).
-Bitcoin ETPs: –$719M outflows
-Ethereum ETPs: –$409M outflows
-Solana ETPs: +$291M inflows
-XRP ETPs: +$93.1M inflows
[BTFD before everything rips, don't listen to institutional FUD!]
🌚4🤣1🍾1💊1
Bull Case
🚨Coinshares FUD: Digital asset investment products recorded US$812m in outflows last week, as expectations for two US interest rate cuts this year moderated following stronger than anticipated macroeconomic data, particularly the revised GDP and durable goods…
🚨BINANCE ALTCOIN MARKET BREADTH 25%
= number of altcoins whose price is above the 200DMA
[We're still early, load up spot before the most hated rally crypto has ever seen begins!]
= number of altcoins whose price is above the 200DMA
[We're still early, load up spot before the most hated rally crypto has ever seen begins!]
🔥6🤣4❤1
Bull Case
🚨Tricolor Holdings files for bankruptcy in Texas. Tricolor’s bonds were rated AAA 2 months ago by Kroll Bond Rating Agency (July ’25). Today they plunged par to 78¢, with lower tranches to 12¢. [The Fed will have to cut more than you think, BTFD before crypto…
🚨US AUTO BANKRUPTCIES ON A TEAR: First Brands Group, a leading auto supplier with $4B in 2024 revenue, filed for Chapter 11 bankruptcy today with more than $10bn in liabilities.
Credit markets are in serious trouble, Fed's higher rates for longer policy has been a disaster.
It's only a matter of time before Powell realizes the damage he has done, panics, and resumes QE.
[BTFD before the Fed starts bidding shitcoins!]
Credit markets are in serious trouble, Fed's higher rates for longer policy has been a disaster.
It's only a matter of time before Powell realizes the damage he has done, panics, and resumes QE.
[BTFD before the Fed starts bidding shitcoins!]
🤣7🔥2
Bull Case
🚨US AUTO BANKRUPTCIES ON A TEAR: First Brands Group, a leading auto supplier with $4B in 2024 revenue, filed for Chapter 11 bankruptcy today with more than $10bn in liabilities. Credit markets are in serious trouble, Fed's higher rates for longer policy has…
🚨QE NOT QE: FED'S BALANCE SHEET HAS EXPANDED BY $6BN IN SEPTEMBER SO FAR.
Despite officially being in QT, the numbers tell another story. This Fed is already in full panic mode.
[Load up spot before everything goes fullgazi!]
Despite officially being in QT, the numbers tell another story. This Fed is already in full panic mode.
[Load up spot before everything goes fullgazi!]
💩6🍾2😈1
Bull Case
🚨QE NOT QE: FED'S BALANCE SHEET HAS EXPANDED BY $6BN IN SEPTEMBER SO FAR. Despite officially being in QT, the numbers tell another story. This Fed is already in full panic mode. [Load up spot before everything goes fullgazi!]
🚨 81% of world central banks have cut rates the past 6 months, despite out of control inflation.
More recently: Ukraine has been blowing up Russian oil refineries and tariffs have been disrupting supply chains, both are inflationary.
Collateral risk spreading in US and EU begs for more easing.
We're in the era of monetary easing on top of inflation. You're not bullish enough!
More recently: Ukraine has been blowing up Russian oil refineries and tariffs have been disrupting supply chains, both are inflationary.
Collateral risk spreading in US and EU begs for more easing.
We're in the era of monetary easing on top of inflation. You're not bullish enough!
🌚5😈3
Don't forget to join our group for more in depth market discussions. @monerouncensoredchat
Many OG traders, researchers and degens hang out there. Spam = instant ban.
Many OG traders, researchers and degens hang out there. Spam = instant ban.
🔥3😁2
Forwarded from Techleaks24 🇵🇸
What would you say to a new defi primitive that gives you leveraged long convexity exposure for a one time upfront fee, 0 liquidation risk, 0 volatility decay, 0 funding fees.
In other words, only you can close your position, and your profit loss depends exclusively on entry/exit price. The path price took doesn't affect your profit/loss.
What does convexity mean? That position size follows a convex curve, not a straight line like an ordinary leveraged long.
Profit auto-compounds as price moves in your direction.
Because of convexity you also never get liquidated if price moves against you.
And finally, you don’t pay funding fees but only a one time upfront fee (no fee when you close).
Entirely onchain, on ETH.
If you didn’t get a word of what I just explained, best to move on because it means this is too complex for you. But if you got it then I’m sure you understand this is a big deal. SIR is a new defi primitive that doesn’t exist anywhere else.
I'm in, feel free to join the movement!
In other words, only you can close your position, and your profit loss depends exclusively on entry/exit price. The path price took doesn't affect your profit/loss.
What does convexity mean? That position size follows a convex curve, not a straight line like an ordinary leveraged long.
Profit auto-compounds as price moves in your direction.
Because of convexity you also never get liquidated if price moves against you.
And finally, you don’t pay funding fees but only a one time upfront fee (no fee when you close).
Entirely onchain, on ETH.
If you didn’t get a word of what I just explained, best to move on because it means this is too complex for you. But if you got it then I’m sure you understand this is a big deal. SIR is a new defi primitive that doesn’t exist anywhere else.
I'm in, feel free to join the movement!
🗿5🔥1
🚨Bullish vibes at Token 2049. Projects are posturing for distribution (translation: pumps), smart money is looking for rotations, and regulators are finally adding clarity.
Seasonality and macro favor it: October-November are the strongest months for crypto, real rates are headed even lower as central banks keep cutting despite high inflation.
[Load up spot before everything rips!]
Seasonality and macro favor it: October-November are the strongest months for crypto, real rates are headed even lower as central banks keep cutting despite high inflation.
[Load up spot before everything rips!]
🤣3😈2🗿2
Bull Case
🚨US AUTO BANKRUPTCIES ON A TEAR: First Brands Group, a leading auto supplier with $4B in 2024 revenue, filed for Chapter 11 bankruptcy today with more than $10bn in liabilities. Credit markets are in serious trouble, Fed's higher rates for longer policy has…
🚨Private credit default rates on the rise since 2024.
[The Fed will panic and markets will pump.]
[The Fed will panic and markets will pump.]
💩3😁1🤯1
🚨SOFT DATA GALORE: CONSUMERS CONTINUE TO POINT TO A COOLING OF LABOR MARKET CONDITIONS.
The Conference Board’s labor differential, % of consumers who say jobs are "plentiful" minus % who say jobs are "hard to get", made a new cycle low in September.
With the BLS off the grid, soft data like this becomes critical for the Fed.
[The Fed is about to scramble in panic, BTFD before money printer goes brrr!]
The Conference Board’s labor differential, % of consumers who say jobs are "plentiful" minus % who say jobs are "hard to get", made a new cycle low in September.
With the BLS off the grid, soft data like this becomes critical for the Fed.
[The Fed is about to scramble in panic, BTFD before money printer goes brrr!]
🤣5🔥1😈1