Crypto Mumbles
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things I mumble to myself about crypto

basically my transparent crypto diary

education, analysis, and trades 🙂

Twitter: https://twitter.com/dpycm
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Forwarded from Fin Watch
BREAKING:🚨🇺🇸 U.S. Banks are currently facing $482 Billion in unrealized losses, an increase of 33% from the prior quarter

@Fin_Watch
virtual seems unfazed

they have a genesis launchpad going on rn which is pretty cool

runitback.exe?
Forwarded from Tree Capital
Forwarded from Wu Blockchain News
Mastercard announced the launch of a global stablecoin payment system, covering wallet enablement, card issuance, merchant settlement, and on-chain remittances, and will partner with OKX to issue the OKX Card, linking crypto trading with everyday spending. Mastercard is also collaborating with Circle, Nuvei, and Paxos to enable direct merchant settlement in stablecoins. — link
Forwarded from Shoal Research Hub
Ray Dalio: It's Too Late - The Changes Are Coming

The post argues that U.S. tariff conflicts and unsustainable trade and capital imbalances have made de-globalization and reduced interdependence with the U.S. inevitable, forcing exporters, investors, and nations to reshape their plans now.👇

Source: https://x.com/raydalio/status/1916967796065423688?s=52&t=txFAbiSPTdLLDlAYj9X_AA
Forwarded from unfolded. DeFi
The quarterly transaction fee revenue on Ethereum is down ~95% from the all-time high in Q4 '21 — link
goes back to trial by fire whereby established memes survived the test of time and communities have been formed

aka murad thesis...

also they benefit from better liquidity

naturally strong fundamental projects will creep up as usual such as hype
some onchain initiative by OKX, best to do it early

generated my own identity here:
https://gen-o.xyz/ids/ZXxnBEHGyg?ref=ZXxnBEHGyg
Forwarded from Watcher Guru
JUST IN: 🇨🇳🇺🇸 China removes 125% tariff on US ethane imports.

@WatcherGuru
Forwarded from Birds of a Feather
So far we’ve increasingly seen negative headlines come out with minimal price impact to BTC and equities. Within the last 48 hours we’ve had:
- Tariff back and forths from both sides (US / China) increasing uncertainty
- MSTR’s massive BTC bid signalling minimal ammo left for further buying w/o more cap raises
- Military conflict escalation between India and Pakistan

Yet, BTC remains at 95k. This tells me that the structural shift remains intact and that dips are for buying. I won’t go into specific names past the majors but right now I like SOL and XRP the most.

As long as the music plays, we dance, no matter how uneasy we feel.