DeadCatBounce

94% of coins are above their daily trends - EMA20 and EMA 50. (pool of top 150 perp assets) After what felt like centuries, the whole industry is moving higher together, like in the old times. And that's following a bunch of bad news. I wouldn't want to be too beartarded here.

If this is the start of something great for the next few months, there is a clear 3-bullet-point filter for new projects - Revenue model - No VCs, or your favourite KOL presales, etc. - A burn mechanism or some kind of buyback system very simple.

750M $BTC sold into FOMC from ETFs Guess who is buying to get back in? 🚬

zcash:native $1400-$1500 zone reached ✅ Around here, probably an accumulation zone for EOY expansion.

Delusional optimists will always win Gm ☕️

25bps hike doesn't mean anything for the market right now Crucial data: -Fed Median Rate Forecast (Current) Actual 4.125% (Forecast 4.125%, Previous 3.75%) - Fed Policymakers see end-2026 PCE inflation at 3.7% versus 3.6% in June; core seen at 3.4% versus 3.3%. - Fed: 16

Clarity Act overview from yesterday👇

The AI Slowdown Is a Space Race Mixed With Game Theory The AI race is a classic prisoner’s dilemma. Every lab wants to be first. Every lab also knows that if everyone sprints, something ugly can happen, like a bad agentic incident or a political backlash, etc. The old Nash

Assembled a DCB Venture Capital team no one got size all vibes.

People and organizations who even remotely shilled $LAPTOP deserve to be on your block/muted list. Trust me, your journey here will be better that way.

$ZEC made privacy cool again My game plan for the near future: - slowly TP-ing the perp position into 1400-1500, spot is untouchable. - No shorts. AI agent delete the red button from ZEC chart. - Pray for a dip below 1000, or just smash on perps again when we trade 30% off highs

The best RR asset of the cycle is pulling the F-You structure At one point, ethereum:0x232ce3bd40fcd6f80f3d55a522d03f25df784ee2 was 50x smaller than Hyperliquid, and people didn't think that was a good buy. The boat is heading to price discovery now, enjoy the sunset 👋

Not to self: when life gives you an amazing entry, just stick to it for a few months early TPs on $SOL and $ETH , which were pico bottom snipes look dumb now lol

As I imagined, the timeline is full of how everyone was bullish, and everyone bought the low today lmao. So let's bring some receipts of my own: a pico one-minute candle long on bitcoin:native in July (of course the long for Tp-ed already, but spot still in the bag)

$LIT is printing textbook TA moves the last confirmation is reclaiming $2.5 new highs from there.

Maybe early alpha, maybe nothing

Guess what - the CT drama around a coin was once again a bottom leg to get behind. $HYPE leaving the <$50 bidders behind

Being on vacation for half of the month does good for your trading. Tested in real life. August next 🧿

I don’t trust cold wallets anymore.