Today marked the biggest outperformance in $BTC vs $TOTAL3 in a good while, many spread trades showing a massive candle today. If crypto as a whole realizes that $BTC isn’t the entire crypto market and that storage of value is simply the old cycles theme we could start to see
26 likes · 3 retweets · 3 replies · 2026-06-01T21:54:40.000Z
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$MSTR tried to be cute and fully misunderstood the psychological impact of having to sell $BTC. Very big impact for a few more dollars. That said most oversold since feb/march and many have been waiting for them to sell $BTC, perhaps a contrarian trade showing up. Many
157 likes · 4 retweets · 21 replies · 2026-06-01T15:52:48.000Z
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Most likely mistake into the next blockchain cycle will be people betting on store of value vs betting on an infrastructure cycle. I expect drastic underperformance by $BTC. That said inflation and deficits will continue so having a inflation hedge is not wrong.
178 likes · 10 retweets · 26 replies · 2026-06-01T15:56:15.000Z
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If the war was to end tomorrow, people would likely be very surprised by the result. You can't start to imagine the amount of 'normal' people telling me about waiting for the war to end for clarity to buy. Furthermore if they are not in that camp, they are fully leveraged
144 likes · 8 retweets · 17 replies · 2026-06-01T15:35:43.000Z
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We welcome today’s CFTC actions: approval of the first U.S.-listed perpetual derivatives contract, an accompanying Commission policy statement on the listing of perpetual derivatives, related interpretive guidance and no-action relief from the Market Participants Division, and a
1901 likes · 433 retweets · 153 replies · 2026-05-29T15:07:56.000Z
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Just additionally, on one end they want to use the entire blockchain stack and are using it (last few sec), while making sure consumers can not get any yield which will go straight to big bank bottom line. Banks want the technology, which will reduce all their fees while they
19 likes · 3 retweets · 1 replies · 2026-05-29T19:13:46.000Z
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Iranian source to Fars News Agency: The text of the agreement is in its final stages and no decision has been made regarding it yet #العربية_عاجل
57 likes · 8 retweets · 3 replies · 2026-05-29T15:51:49.000Z
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Banks had the last year to debate the clarity act and its terms. They blocked it a dozen time, argued and got what they had asked for. It passed the house, with dozens of amendments being discussed and voted on. Banks are trying to stall knowing the democrats will be in
109 likes · 8 retweets · 10 replies · 2026-05-29T19:03:39.000Z
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Approaching a double. Hyperliquid and ZCASH remain the most promising projects ex ETH BTC TRON
93 likes · 7 retweets · 15 replies · 2026-05-29T16:51:35.000Z
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But Polymarket has sharply upgraded the chance of a deal, now seeing a 53% chance of a permanent deal by the end of June, up from 34% just earlier this morning and double a week ago.
25 likes · 4 retweets · 6 replies · 2026-05-23T17:57:03.000Z
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BREAKING: The US and Iran are closing in on a deal that would extend their ceasefire by 60 days and lay the framework for discussions on Iran's nuclear program, mediators say. Details include: 1. This would include a "gradual reopening" of the Strait of Hormuz 2. It would also
8989 likes · 1976 retweets · 1493 replies · 2026-05-23T14:41:17.000Z
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BREAKING: Iran has just submitted a new two-phase proposal to the United States The proposal is significant because it includes the suspension of the toll system in the Strait of Hormuz Phase 1: — Iran wants an official end to the war and the U.S. naval blockade + the
3577 likes · 864 retweets · 375 replies · 2026-05-23T10:56:52.000Z
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Midterms are about to be interesting.
72 likes · 4 retweets · 4 replies · 2026-05-22T20:39:10.000Z
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Man, today's print in US consumer sentiment is brutal.
3586 likes · 514 retweets · 287 replies · 2026-05-22T17:44:30.000Z
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JUST IN: SEC approves Nasdaq Bitcoin index options trading.
8081 likes · 1294 retweets · 387 replies · 2026-05-22T21:18:25.000Z
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I’m surprised crypto even thought tokenization would go through in the form the headlines presented this week. The SEC’s reported “innovation exemption” apparently opened the door for third parties, unaffiliated with the companies themselves, to create tokenized versions of
94 likes · 10 retweets · 10 replies · 2026-05-22T23:12:40.000Z
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BREAKING | Iran: no deal is close, nuclear issues off the table for now Iran’s Foreign Ministry spokesperson said Friday that Pakistan’s army chief’s visit represents a continuation of diplomacy, and not a breakthrough. He also confirmed a Qatari delegation met with Foreign
1745 likes · 464 retweets · 32 replies · 2026-05-22T18:44:38.000Z
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Retail can’t get enough of semis.
89 likes · 6 retweets · 9 replies · 2026-05-19T18:24:19.000Z
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Nightly email from @dailychartbook again had an update on Goldman's CTA estimates, so I thought I'd add the SPX estimates as I have been the past few weeks. The good news is while they are still asymmetric to the downside, they've improved such that there's modest buying in all
42 likes · 10 retweets · 1 replies · 2026-05-19T10:00:02.000Z
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Narrow market breadth
56 likes · 7 retweets · 5 replies · 2026-05-19T11:38:48.000Z
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Goldman: S&P 500 implied correlations continue to plumb new decade lows.
37 likes · 13 retweets · 4 replies · 2026-05-19T18:24:13.000Z
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BREAKING: After 7 failed attempts, the US Senate has advanced a measure that would require congressional approval for continued military strikes on Iran. In a 50-47 vote, the Senate has now officially advanced the Iran War Powers Resolution.
8243 likes · 1350 retweets · 435 replies · 2026-05-19T21:57:30.000Z
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AI pair posting its worst drop since DeepSeek Monday according to GS.
46 likes · 5 retweets · 4 replies · 2026-05-19T12:54:37.000Z
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