DoubleEdge

zcash:native morning: full-page ad in the Wall Street Journal. zcash:native afternoon: full retrace. Cleanest top signal of the year?

2026 safe havens: ethereum:0x6982508145454ce325ddbe47a25d4ec3d2311933 $AMD whatever the Fed isn’t talking about today

The market wanted core CPI to cool to 0.2%. It printed 0.3% for the third straight month. Headline came in at 0.4% vs 0.3% expected. The 2Y is at 4.70%, up 13.6 bps on the session, against +5.4 bps in the 10Y. Clean bear flattener. Crude is still sliding and the front end is

Crypto breadth is cooked. A month ago, 14 of 20 coins were above their 50DMA. Now it’s 1 of 20. Alts’ share of OI went from ~61% to 50.6%, BTC ETFs saw $1.28B in outflows, and stablecoin supply shrank $6.66B in a week. Even with OI bleeding across most alts, average funding is

$SOXX up 7.45% while $NVDA traded roughly 6% lower. That’s the print I’d circle from Monday. The equal-weight S&P kept pace with $SPY at around +2.6%, and small caps gained 3.6%. There was a bid outside tech, with the strongest buying in chips. For Nvidia itself, Friday’s $186.64

Tomorrow’s CPI decides December. Nowcast: 0.2 headline / 0.19 core. Last print was 0.33 and they held. So what’s the excuse to hike on a cooler one? Market still pricing it like it’s coming.

Monday: Iran deal on. Iran deal off. Qatar denies. Al-Arabiya confirms. Oil -$5. bitcoin:native still waiting for one buyer.

One of my favorite pico top tells: altcoin OI dominance. Sep 27: alts peaked in OI share vs bitcoin:native. TOTAL3 (crypto ex BTC & ETH) topped the same day. Now corn is taking back OI share while TOTAL3 bleeds. Nature is healing.

now or you can basically log-off bitcoin:native

I'd like to stick with corn rather than longing alts at current levels. The time for them to bounce could be a lower.

Market update | November 6 The rebound has survived a stronger-than-expected jobs report, but participation remains uneven. At this snapshot, SOXX is up 3.1%, QQQ 1.7%, small caps 1.1% and SPY 0.6%. Equal weight is still slightly red. Chips have given back some of their

Pre-market thoughts | November 6 The most heavily sold parts of the market are leading this morning’s rebound. SOXX is up 4.8% premarket after losing 12.2% yesterday, while momentum is up 2.9% and QQQ 1.45%. Even after that bounce, SOXX remains roughly 8% below Wednesday’s

bitcoin:native is it bullish or not?

Market thoughts | November 5 The selloff is accelerating. SPY is down 3.5%, QQQ 5.8%, small caps 3% and equal weight 1.6%. Tech still leads lower, but the damage is spreading across the market. RSP/SPY and IWM/QQQ remain higher because they are falling less than Nasdaq. With

Pre-market thoughts | Nov 4 Chips did most of the work yesterday. SOXX is up another 1.3% premarket, but IWM is up 1.2% and equal weight is up 0.7%. The megacap basket is slightly red. I like this tape more when small caps are participating. Democratic sweept in Congress and a

update for bitcoin:native outlook. The forever resilient 80k lvl is finally fucked after CZ raped us again. What is interesting? The sell-off of brypto land is not so heavy as everyone was expecting which is fine but not when the correlation is picking up dramatically after

The relative strength from alts lend is very obvious as you can see in the chart below. Imo we are at the key point for many alts: either bounce from here and go for decent run or corn going to pick the leader-ship and alts will be eventualy scope lower at the cottom multi-month

The biggest order-book depth bid since July for bitcoin:native

Gmmmm