Trade Watcher
Palantir: the altseason crypto never got
While crypto traders chase constantly wrecked alts, some argue the real casino has moved to traditional markets.
From the November 2022 bottom:
• Palantir → +1800%
• Meta → +735%
• Nvidia → +1050%
• Ethereum → +235%
Which begs the question:
If another recession-driven dip comes, what would you rather buy?
Nvidia at $30–50 aiming for $150–300…
Or ETH at $1,000 aiming for $2,500?
While crypto traders chase constantly wrecked alts, some argue the real casino has moved to traditional markets.
From the November 2022 bottom:
• Palantir → +1800%
• Meta → +735%
• Nvidia → +1050%
• Ethereum → +235%
Which begs the question:
If another recession-driven dip comes, what would you rather buy?
Nvidia at $30–50 aiming for $150–300…
Or ETH at $1,000 aiming for $2,500?
Trade Watcher
Forwarded from Crypto Insider
James Wynn blew $100M on perps in a single week — and got liquidated.
Here’s what he could’ve bought instead:
• Private jet — $20M
• Luxury mansion — $20M
• Actual castle — $20M
• Hypercar collection — $10M
• 2 Alien CryptoPunks — $10M
• Still $20M left to gamble or flex
Here’s what he could’ve bought instead:
• Private jet — $20M
• Luxury mansion — $20M
• Actual castle — $20M
• Hypercar collection — $10M
• 2 Alien CryptoPunks — $10M
• Still $20M left to gamble or flex
Trade Watcher
Bank of Japan’s unrealized losses on government bonds have hit a record $198B.
That's triple last year’s figure of around $66B.
The surge comes as yields spike:
– 10Y JGB yield doubled in a year to ~1.5% by March-end
– 30Y yield rose ~70bps to ~2.5%
Yields have kept climbing over the past two months, putting even more pressure on the BoJ.
That's triple last year’s figure of around $66B.
The surge comes as yields spike:
– 10Y JGB yield doubled in a year to ~1.5% by March-end
– 30Y yield rose ~70bps to ~2.5%
Yields have kept climbing over the past two months, putting even more pressure on the BoJ.