#1 in 🇮🇩 | Pusat Info A1 Market Kripto | Masuk sebelum di-private 👇
Indonesia
Joined November 2023
- Tweets8.9K
- Following69
- Followers53.6K
- Likes5.1K
Pinned Tweet
INFO A1 : Market is not looking good.
Lo tambah amunisi cash dulu aja buat seminggu kedepan.
Gua liat cukup banyak bearish positioning terkait kemungkinan “Black Monday” di US equities, sementara beberapa tokenized US equity pairs di Binance/Hyperliquid hari ini sempet junam.
Combined with the broader liquidity picture, the risk/reward untuk terlalu aggressive sekarang menurut gua kurang menarik.
Yang bikin gua semakin cautious adalah kontraksi stablecoin market cap (-$1.2B seminggu terakhir)
Kalau liquidity yang tersedia di market mulai berkurang, sementara macro pressure dari oil dan faktor lainnya masih meningkat, menurut gua ini bukan sesuatu yang bisa kita ignore.
The market needs fuel to sustain the next leg.
Dan untuk sekarang, gua belum melihat fuel tersebut cukup kua
At this point, I think cash gives us three things we need most: optionality, flexibility, and peace of mind.
The objective is to stay liquid enough to capitalize when the opportunity comes.
Seperti biasa, arahan selanjutnya/update gua post di markas telegram.
📌 Gratis, klik link di bio ajeee~
CC retweeted
I still remember the day Paul Tudor Jones came out and called Bitcoin the fastest horse in the race.
It was May 2020. Bitcoin was at $9k. That moment changed everything for Bitcoin.
PTJ's public call forever eliminated the career risk for hedge funds to buy BTC.
Bitcoin went on to 10x over the next year.
Druck investing in trade xyz is that moment for all of onchain capital markets.
The career risk for all funds to participate in onchain capital markets is now zero. "If druck is doing it, I can too"
I wouldn't be surprised to see onchain market volume 10x from here.
Welcome to the next stage of the bull market.
Unik nih.
Lo pada tau FOMO kan?
Trading platform untuk memecoins yang ada socials-nya.
Udah mulai dikejer nih sama app-nya $PUMP.
Jumlah address aktif:
PUMP 61K.
FOMO 55K.
$PUMP masih bing bong ke bawah dulu sepertinya.
Solid project, revenue, buyback.
Pumpfun app juga recently overtake FOMO by addresses.
It'd be nice kalo ada further discount while the revenue masih bisa sustain.
CRAZY $HYPE
trade[XYZ] and ICE, owner of the New York Stock Exchange, are joining forces to bring 24/7 perpetual futures on Hyperliquid to the United States.
In just over a year, our markets on Hyperliquid have surpassed $650 billion in volume. They provide continuous price discovery for stocks, indices, and commodities, and have become trusted reference points for retail and institutions alike when traditional markets are closed. Much of the world trades them. Until now, Americans could only watch.
We intend to change that. Subject to CFTC approval, trade[XYZ] and ICE plan to establish a new, dedicated U.S. market, with novel exchange and clearing infrastructure built on Hyperliquid. Planned contracts span equities, indices, commodities, FX, and crypto, with access through participating brokers and platforms. We’ll share more on products, eligibility, and timing as approvals progress.
ICE brings more than 25 years of experience operating regulated markets, clearing, and managing risk. trade[XYZ] brings the product development, market design, and technology behind the most liquid and robust markets on Hyperliquid.
Innovation and the protections of U.S. regulation shouldn’t be a trade-off. Together, we plan to prove it.
ICE is making a strategic investment in trade[XYZ] and joins us in building towards the future of Hyperliquid. A small group of market luminaries is joining as well, beginning with Stan Druckenmiller. For more than four decades, few investors have anticipated the great turns in markets as often as Stan. We’re proud to have him with us for the next one.
We’re building the U.S. market in parallel with our existing HIP-3 markets, which we’ll continue to expand and innovate on. We expect both to flourish. They each have a long road map ahead, from new asset classes to new ways to trade them.
To the Hyperliquid community, whether you were here before us or came because of us, thank you. You took a chance on new markets and you made them matter. You’ll forever be a part of this story.
Anything. Anytime. On ICE[XYZ].
Gw bahas FOMC dikit.
Seperti yang lo pada udah tau, The Fed semalem tahan suku bunga di 375-400 BPS.
Tapi, bukan itu yang lo harus fokusin.
Inget ini:
The market pays for what comes next, not for what has been delivered.
Pasar liat ke depan, bukan yang barusan terjadi.
Terus, gimana kedepannya?
Dari FOMC kemarin, The Fed bilang kalo "inflation remains elevated" dan aktivitas ekonomi "at a strong pace".
Simplenya, inflasi masih panas dan aktivitas ekonomi masih kuat, masih bisa kita tahan suku bunga tinggi.
Nah, next FOMC itu di December.
Dan berdasarkan dot plot terbaru, masih ada chances kenaikan suku bunga 1x lagi di December.
Itu fokus lo sekarang.
Fokus dulu sini.
Besok ada FOMC.
Tepatnya, 29 Oktober, jam 01:00 WIB.
Hampir 90% kemungkinan suku bunga akan ditahan.
Tapi, jangan fokus sama itu doang.
Liat apa yang mereka bilang pas meeting, dan kedepannya seperti apa.
Itu yang tentuin arah $BTC.
CC retweeted
Saat ini Indodax menghentikan sementara deposit dan penarikan sebagai langkah pengamanan karena kami mendeteksi peningkatan upaya serangan siber.
Tim kami sedang melakukan evaluasi dan mitigasi. Deposit dan penarikan akan kami buka kembali setelah dipastikan aman.
Aset member aman dan tidak ditemukan penarikan tidak sah maupun kebocoran data.
Maaf atas ketidaknyamanannya. Kami akan terus memberikan update melalui kanal resmi Indodax. Keamanan aset dan data member selalu menjadi prioritas kami.
BREAKING NEWS:
Osmosis $OSMO menargetkan total burn lebih dari 100 juta $OSMO.
Sebuah proposal mengusulkan pembakaran 55,5 juta $OSMO dari Community Pool, hampir setengah dari total kepemilikannya.
Jika disetujui dan dieksekusi:
Total supply berkurang sekitar 7%.
Akumulasi burn menembus 100 juta $OSMO.
Target eksekusi on-chain: 30 Oktober 2026.
Lo liat deh, altcoins udah gak overheat lagi.
Gua cek data open interest (anggap aja ini total duit + leverage yang lagi ada di market)
Cara baca nya :
OI BTC > others = sehat
OI others > BTC = altcoins lagi kepanasan
Dan posisi kita sekarang udah netral. Altcoins sempet overheat di akhir september sampe awal oktober.
Koreksi dan chop beberapa minggu ini ternyata ada gunanya: leverage yang berlebih udah kebuang.
Kita mulai masuk healthy regime lagi.
Proses nya emang gabisa ditebak, bisa lama, bisa bentar.
Yang jelas : we're in the process for second leg higher in BTC and altcoins.
$LIT hit target lagi ya.
Sesuai sama panah gw dari analisa sebelumnya.
Lumayan juga.
Free analysis Lighter di X Cryptocium, 3/3 hit.
$LIT udah naik lagi setelah hit target gw kemarin.
Apakah selesai turunnya? Menurut gw belom.
Resistance yang sama masih ada, belum di-flip lagi.
Breakout dari box merah, baru gw pantau lagi.
Bagi lo yang suka trading memecoin.
Paling penting itu tau kapan agresif dan kapan harus mode berlindung.
Nih, salah satu metrik yang bisa lo pantau:
Daily volume, trading terminals.
Sejak titik tertingginya di September kemarin, volume harian udah turun -80%.
Dari $1,2 billion 1 hari, sekarang sisa $250 juta.
Jangan salah kaprah, ga berarti lo gabisa cuan.
Lebih alot aja carinya. Good luck.
