HanJay Contemplates
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I vocalize my thoughts here. DM: @hanjasonn. Tweets x.com/hanjaycrypto. Casts warpcast.com/hanjay.eth

Disclaimer: I'm 80% builder and 20% investor, so it's not a trading channel. But you would find a lot of hidden opps if you read carefully.
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currently in-profit and still-open trades. closed all march trades. all of the followings have been open after apr 9

- short bitcoin at $95.3K
- long $mkr at $12xx
- long $hype at $13.x
- long $wal at $0.43x
- polymarket: no rate cut in june bought at 48%
being sideway in the +-3x% in the uncertain time is not the abnormal thing. most recent time was the whole q3 of 24
the divergence between some alts and the rest is getting clearer
pretty good list of subnets backed by dcg & barry silbert

https://x.com/YumaGroup/status/1918308701137424444
2 biggest lending market / CDP stablecoin protocol now on berachain

dolomite manages $600M TVL, 11th biggest lending market - $DOLO is traded at $16M market cap & $44M FDV

beraborrow manages $433M TVL - $POLLEN is traded at $3.3M market cap & $6.5M FDV

all have been massacred since the tops

i gave you 3 good opportunities
potential gain: 100%
potential loss: 100%

enough volume to size your bag

due date: july 31st
no words from fed in fomc saying that they will ease the rate (start qe) or stop selling t-bills (stop qt). powell also said that negative q1 growth gdp is not reliable and believes that q2 growth will show a good picture, which brings no motivation for rate cut.

m2 supply won't be lifted up for now (https://t.me/hanjaycrypto/2564). no macro hopium now but bitcoin is still growing, a sign proving sentiment around bitcoin has been clearly changed
$100K party is coming the 2nd time

i'm a bitcoin holder
it might capture your attention: the bullishness from barry, as a contrarian calling bittensor as new bitcoin, going along with the hatred of many towards bittensor, which is similar to which towards bitcoin at the early days

no matter if he's right or wrong, the cult is real

what i understand about bittensor is that it's a decentralized network of intelligence. it was not born to be an ai project. it basically mimics bitcoinomics and chooses ai as the narrative to grow its subnet network. thanks to all that, it's been able to build a culty community going on and on about bittensor is a new bitcoin.

it's a pretty good episode where you can learn about barry himself and what he's bullish on https://www.youtube.com/watch?v=XoqdTfKQCjA
fomoed in taohash