Bitcoin capitulation check

My take on society and crypto is really simple. If you have societal level investment, you are accountable for societal level returns. Things are not getting better.

We said we have "AI warfare". We are locked in a stalemate with a 3rd world dictatorship…

Last year, you had to sell your coins in Q3 to front-run the crowd yelling, "Guaranteed Q4 Pump!"

This year, you have to buy good coins in Q3 to front-run the crowd yelling, "Guaranteed Q4 Bottom!"

Long spot $BTC $ZEC $HYPE $LIT
Also gigalong $ZEC perps.…

RE: kaito extension.

Feel like I'm losing my mind when seemingly all of CT think this is totally fine:

- they can see what you see and replay your whole session. every post your feed served you including the ones you scrolled straight past, how many milliseconds…

The Global Token Exchange

AI-powered research assistant with live market awareness. Chat freely, get insights and narratives on demand → /start

TRUMP: SEC CHAIR WORKING TO BRING HYPERLIQUID INTO US.

Hyperliquid.

politicians always claim they'll do the hard thing then take the easy way out... they already tried talking down rates... my prediction is they buy back the long end of the curve. lowers rates + decreases debt. they will blame janet yellen for thinking of…

Eth is up as much as hype on a day the president said hyperliquid

We are so back

and yet

1. liquidations tend to overshoot and then retrace - if this was bad news and crypto would liquidate to the downside, you'd be buying the dip from forced sellers...so why not sell into forced buyers?

2. If we pattern match to last…

Real talk

If you’re on the wrong side during a big move like this, most of your immediate impulses are gonna suck

Greatest hits:

1. Revenge short - Can’t believe I missed this piece of shit sca

It seems we are at the point of societal decline where everybody is just extracting as much value as they can before the whole thing collapses. Would love to be proven wrong.

fully sidelined on perps atm, just sized up in spot

will most likely wait for a soul crushing pullback at a later date to get allocated on perps

like the first big wipeout of the cycle

Since 2013, $BTC has closed a day at 5+ sigma to the upside only 14 times.

Half of them, like yesterday, came out of very low vol environments.

Median performance after those events:

1 week: +4.8%
1 month: +11.8%
3 months: +15.1%
6 months: +84.8%

Separating the implicit variables within a multiple and why capital struggles to disentangle them