0xedrA retweeted
The dynamic is indeed changing
Capital can start to flow back into the market
Whether current policy setting are liked or not, we have 2 years of unchanged policy certainty
Markets like certainty
One thing that remains certain on current policy trajectories is debt will continue to grow ever larger and that debt will need to be monetised
Trump also has 2 years now to preserve a legacy and I suspect getting an Iran off ramp and oil lower which allows for lower rates and a weaker dollar and equities pumping to ever new highs will be a priority
Non farm Friday might provide the last risk event caution but this market feels like late march/early April
Send it 🚀
Just recycling this as this de-grossing is still playing out
“Position off” shows where largest positioning resides
Tech slammed
Bonds bid
Dollar lower
Bitcoin lacking positioning treading water (notwithstanding the kneejerk Binance hack sell off!)
The midterms a nothing burger in terms of what it means for markets going forward yet it’s a “risk event” that keeps capital sidelined (and feeds the de-grossing)
We’re also seeing the month end “liquidity hangover”
That dynamic changes come the end of this week…
Hmmm this good aye?
Why the fuck the coin is bleeding then, don’t say theres a vamp 😔
0xedrA retweeted
Imagine holding almost exclusively one coin for the Squad Competition!
BATONARMY and BATONARMY2 are doing exactly that, holding almost $1,000,000 worth of $baton combined!




















