bought some $ZZZ in this dip,

good thesis here:
https://x.com/yh_0x/status/2098576173530018026?s=46&t=US8hdKu5FCAqApEd0gFyVQ

Food prices for the rest of this year are largely headed in one direction: up....

Food and grocery companies’ efforts to keep prices down are sputtering following a sustained rise in energy and fertilizer costs along with tariffs on imports. On top of this, the El Niño weather pattern is on track to become the most powerful of the past 76 years

Campbell’s Chief Financial Officer Todd Cunfer said this week at the Barclays Global Consumer Staples Conference. Cost-cutting measures couldn’t keep up, he added: “Unfortunately, that was not enough given the extreme amount of inflation that we are seeing right now.”

current crypto spot holdings:
$BTC
$NEAR
$ZEC
$HYPE
$ZZZ
$CARDS

not including my degen (higher risk) and agr+urnm holds (longer term)

i am actually still not fully deployed (sadly i don't work well with top blasting) and will continue dca-ing if prices go lower

still think prices will be higher in the months to come, so j gonna be patient

stock paired tokens are going to get even more interesting

probably stick to leaders

https://x.com/mumbles_c/status/2099549892800884820?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

BOND SELLOFF DEEPENS

US10Y YIELDS RISE ABOVE 5%, HIGHEST SINCE 2007

US30Y YIELDS ABOVE 5.4%, HIGHEST SINCE 2004

JAPAN 10Y YIELD RISES TO 3%, HIGHEST SINCE 1996

UK10Y YIELDS RISE ABOVE 5.4%, HIGHEST SINCE 2007

FRANCE 10Y YIELD RISES ABOVE 4.5%, HIGHEST SINCE 2008

GERMANY 10Y YIELD RISES TO 3.5%, HIGHEST SINCE 2009: INFINITYHEDGE

DEMOCRATS CLARITY ACT COUNTER-OFFER REJECTED BY REPUBLICANS: PUNCHBOWL

SEN LUMMIS SPOKESPERSON SAID DEMOCRATS HAVE NOT BUDGED AN INCH

Clarity Act Disagreements Continue With Just Hours Till Vote: Punchbowl

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