Crypto Narratives
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Pretty insane compression on $ZEC, I struggle to have a firm opinion on how this resolves
$BERA is down a light -98.5% It can always get worse, dawg
Let's try this again? $SNDK
Some patience was required here I think UNI remains a good hedge short
$MU, the 'blue-chip' memory stock, is only +28% away from making new highs
Crypto will have its time again but there's zero reason not to trade stocks right now In the current state of each respective market, trading equities is like 5x more profitable/easy/interesting than crypto
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$DELL is now in price discovery Some other AI stocks that look likely to make new highs sooner than the others, purely based on charts are: $LITE $CRDO and $NVDA (as a muuuch safer play and less volatile obviously)
Anthropic has the fastest growing ARR at this scale in history That's at least one argument in favor of the fact that "this time is different" and that the AI buildout is not the exact same thing as every previous financial market bubble
EtherFi Call today It didn't really run into it, so news-selling isn't guaranteed
$TRUMP is down -96% from $80bn FDV Still -70% to go to trade below $1bn FDV
The only thing the market has to do to force Saylor's hand is to keep STRC strictly under $100 And Strategy still hasn't figured out that they are providing immense incentive for shorting right below $100 by automatically ATMing STRC at $100.00
We will keep holding memory stocks until morale improves
We will keep holding memory stocks until morale improves
$UNI is probably cooked for a while +67% in a month for a large cap with all catalysts exhausted now
The only thing the market has to do to force Saylor's hand is to keep STRC strictly under $100 And Strategy still hasn't figured out that they are providing immense incentive for shorting right below $100 by automatically ATMing STRC at $100.00
It's time to break below $1, buddy $XRP
The price of BTC doesn't care at all about Strategy selling BTC anymore This overhang is out of the picture for quite some time now, with the USD reserve getting close to $5bn