stablecoin is a one-million-dollar usecase in crypto. it doesn't go with much speculative nature like many other crypto things. it's literally fintech 2.0
theres no better time to be bullish on stablecoin like now. we're all ultra bullish on the sector back in q4 2021, q1 2022, and the first half of q2 2022 back in the time when $ust was still in town. the bullishness was purely driven in the most speculative & dangerous phase of the market. now is different, institutions are stepping in.
theres no better time to be bullish on stablecoin like now. we're all ultra bullish on the sector back in q4 2021, q1 2022, and the first half of q2 2022 back in the time when $ust was still in town. the bullishness was purely driven in the most speculative & dangerous phase of the market. now is different, institutions are stepping in.
no tricky math if you are in aothecomputer eco. total supply = total btc supply = 21M and circulating supply <4M
https://x.com/sjdedic/status/1913523885263249517/photo/1
https://x.com/sjdedic/status/1913523885263249517/photo/1
in my book the need for the fully-equipped infra for stablecoins will grow given the extremely important role of it in the new financial system. plasma as the stablecoin chain is just the beginning
i think Bitcoin is finally catching up with Gold as the global hedging asset.
HanJay Contemplates
i think Bitcoin is finally catching up with Gold as the global hedging asset.
outperfoming level in descending order
Gold > Bitcoin > Equities
Gold > Bitcoin > Equities
according to nachi, market bottomed. i also called for the bottom on apr 9th
https://x.com/alphawifhat/status/1914243855488360718
https://x.com/alphawifhat/status/1914243855488360718
last round val of Zora was $500M - $600M FDV
wondering if $ZORA can climb to that high on the first live day
wondering if $ZORA can climb to that high on the first live day
deposit cap of mkr on aave is running out of capacity.
folks are locking their asset that is much better than many equities
folks are locking their asset that is much better than many equities
HanJay Contemplates
i think Bitcoin is finally catching up with Gold as the global hedging asset.
CTs made a term for this today: 'the decoupling of BTC from stocks'
Babylon suddenly sits on a bunch of monay as btc spikes
nothing much to update as i started to deploy on apr 9 and fully deployed on 13rd. bought some bitcoin just ystd and will hold it for 5+ years. will let my portco run from now onwards. also told my gf to stop dca-buying bitcoin if the price surpasses 100k. took a loan against my portco to get some cash and use this as my flexible portco that can be deployed and retreated in ltf. now dive in researching gems that can do x10 in a matter of days and will share them here (i've actually shared about many of my on-the-radar gems here for awhile).
what's the most surprisingly bad news launched out of no where that can bring down the market again?
- other countries and us suddenly stop dealing
- china-us negation suddenly hits the rocks (enough to call it the new level of trade war escalation)
- armed conflict at some point of the world suddenly outbreaks
now place your expected probability on each incident/occurrence.
- other countries and us suddenly stop dealing
- china-us negation suddenly hits the rocks (enough to call it the new level of trade war escalation)
- armed conflict at some point of the world suddenly outbreaks
now place your expected probability on each incident/occurrence.
HanJay Contemplates
it's what written in textbooks 100K is a really important level. the chart tries to paint a breakout then turnd down that it's a fakeout. let's pretend we haven't broken 100K yet. it will stay at pre-100k support for awhile imo
update on this $btc chart https://t.me/hanjaycrypto/2185
my prediction was we would stay at pre-100K for awhile. it was right until the tariff thing. we stayed above this level until feb 24. we are finally being back to this pre-100K band thanks to the pump ystd.
if this level is kept, you can be confident to long alts (selective ones)
if you deployed wen bitcoin was at anywhere under the pre-100k range, it's so good on you
if you deploy wen bitcoin finally keeps the pre-100k range, it's fine because the range keeping and conviction go hand in hand.
my prediction was we would stay at pre-100K for awhile. it was right until the tariff thing. we stayed above this level until feb 24. we are finally being back to this pre-100K band thanks to the pump ystd.
if this level is kept, you can be confident to long alts (selective ones)
if you deployed wen bitcoin was at anywhere under the pre-100k range, it's so good on you
if you deploy wen bitcoin finally keeps the pre-100k range, it's fine because the range keeping and conviction go hand in hand.