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.
Trade Watcher
China Slams U.S. Over Trade Measures
China’s Commerce Ministry criticized the U.S. for introducing “discriminatory restrictive measures” after recent talks in Geneva, calling the actions a serious violation of mutual agreements.
Beijing reaffirmed its commitment to implementing the consensus and firmly safeguarding its rights and interests — urging Washington to “immediately correct the relevant wrong practices.”
China’s Commerce Ministry criticized the U.S. for introducing “discriminatory restrictive measures” after recent talks in Geneva, calling the actions a serious violation of mutual agreements.
Beijing reaffirmed its commitment to implementing the consensus and firmly safeguarding its rights and interests — urging Washington to “immediately correct the relevant wrong practices.”