Bull Case
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Disclaimer: This is not financial advice. Content here is for informational purposes only, always DYOR before making decisions.
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🚨ABSOLUTE EXTREME BEARISH SENTIMENT: CRYPTO RETAIL INVOLVEMENT (RED LINE) AT ITS LOWEST POINT SINCE OCTOBER 2018

[Hated rally starts in Uptober, BTFD before everything rips!]
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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!
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Bull Case pinned a photo
🚨Bitwise: Significant upside surprise potential in the ISM (magical altseason proxy indicator) release today. Earnings revision ratios imply an ISM > 50 while consensus still expects the ISM to contract in September
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🚨BITCOIN ON A TEAR, HAPPY UPTOBER!

[Government shutdown means no BLS data, the Fed will have to rely on soft data that shows softening labor market. Bullgazi incoming!]
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🚨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!]
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🚨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!]
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🚨ADP PAYROLLS FOR SEPTEMBER: -32K

Largest decline since March 2023, Fed funds futures now pricing in 100% chance a rate cut next fed meeting.

[Load up spot before they turn on the money printer!]
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Bull Case pinned a photo
🚨COINBASE PREMIUM GAP +$80

This is a spot, institution driven bull market. Strong hands only.

[Buy spot and chill, no leverage. You're going to make a lot of money just by waiting!]
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🚨BULLISH POSITIONS IN TREASURIES AIMING FOR THE US 10-YEAR TREASURY YIELD TO FALL BELOW 4% ARE SURGING

Who is going to buy all the Treasuries that nobody wants? The buyer of last resort, the Fed!

This is big money betting on (or hedging against) QE.

[Money printer season confirmed, BTFD!]
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Bull Case
🚨Discretionary (independent) investor equity exposure ticked up this week but they are still stuck at neutral with plenty of room to catch up. Systematic strategy positioning ("Big Money") flipped discretionary investors in summer and has been rising ever…
🚨DB: WHILE THERE MAY BE A BUBBLE, THE MOMENT EVERYONE SPOTS IT IS THE MOMENT IT IS LEAST LIKELY TO BURST.

Crypto, AI bubble Google searches peaked in July when discretionary investors sold. Now we know why, they sold because they realized we're in a bubble.

[Hated rally incoming, innit? BTFD!]
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🚨TOTAL PERPETUAL DEX VOLUME TOPS OVER A TRILLION DOLLARS FOR THE FIRST TIME IN SEPTEMBER

[Onchain perp liquidations are jet fuel for the upcoming most hated rally in the history of crypto! Remember to hold spot and chill, don't touch leverage.]
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🚨TOTAL2 TESTING $1.12T RESISTANCE

A technical breakout here would confirm altseason and trigger the final huge wave of capital rotation into altcoins.

[The guys who bet late and bet heavy are about to move. BTFD before short liquidations go brrr!]
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🚨PRIVACY COINS LEADING THE RALLY ACROSS ALL SECTORS IN BOTH 1D AND 1W PRICE PERFORMANCE.

Both OI and volume set new records at $241.15M and $2.83B
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Bull Case
🚨LAST WEEK INSTITUTIONS BOUGHT $356M SPOT ETH WHILE HUNTING DOWN LEVERAGED LONGS WITH FUD (exclusive analysis by @bullcase) Week ending Sep 26: ETH ETFs sold 177,280 ETH ETH Treasuries bought 266,000 ETH 🟒 Net: 88,720 ETH, worth $356M at $4k, were accumulated…
🚨ETH SPOT POSITIONING Z-SCORES FLIPPED NEGATIVE IN SEPTEMBER FOLLOWING ETF FUD

The ETF outflows narrative was just FUD to mask the big rotation from ETH ETFs into ETH Treasuries.

[Bear bros still don't believe it, BTFD before they start chasing the rally!]
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🚨HOW TO MAKE 10X FROM A SINGLE ETH WITH THE SAME RISK PROFILE OF HOLDING IT SPOT (exclusive @bullcase trade idea) It is becoming clear that ETH will likely hit $15K this cycle.

Most of you will be tempted to convert it into some shitcoin for more upside, and will get REKT that way.

Here is how to get 10X on your ETH (with current entry as current ETH price $4490) without converting it into another shitcoin, and without risking it in a leveraged trade that can get liquidated:

Step 1: Have one wETH in your wallet

Step 2: Head over app.sir.trading

Step 3: Go long with one wETH on the WETH/USDC^2 pair

Step 4: Wait until ETH hits $15K (or gets close to $15k) and withdraw $44K for 11X profit (initial fee is factored in)

No liquidation risk, no additional funding or maintenance fees. Once you open all you have to do is wait until the target is hit and collect your jackpot. ETH should hit $15K by New Year.
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