Jukov

🐂Crypto Is the Cleanest Bid in the Room
Came back from a weekend without displays and charts to a pretty red market. Reading through all the messages of my favorite groupchats & timeline made me realize quickly that sentiment has flipped bearish across the board and majority of people seem to expect a M-formed top here on BTC with the final leg down (heard everything from 30 to 60k as a target).
Reasons? "Bad Macro", "Iran war escalation/oil pumping", "AI Trade could be topped and drag us down with it", "Rate hikes coming" are the most prominent ones.
None of that is wrong per se, but my ba

In trading you can do a lot of things wrong - generic rules rarely fit everyone.
But...
If you TP'd out at a reasonable level, following your plan, & it keeps running after you're mostly out...
DO. NOT. BUY. BACK.

Just saw in a chat that someone advertised a token with "someone aped 1 ETH into this" and realized how far away we still are from a real trenches season.
In 2021 people were literally aping 6 figures in actual ponzis and memecoins based on a website.

Count your blessings

Saw $ORUS and think a dip-buy agent with server side encryption for the wallets is pretty cool at 2m MC.
But I think a multi-purpose/multi-strategy agent running fully local under 100% self-custody with zero server-side risk vector at 450k MC is even cooler: robinhood:0xa15cd06dd305269a0f48bebeb30aa3588fba7b32

Some thoughts about leveraged stock pairs:
Quick thing about pairing memecoins against leveraged stock tokens (the new RH/Solana trend). There's a trap in it most people don't see or just don't know..:
Most People probably never really traded leveraged stocks, so here's the key part: a 3x leveraged stock works on a daily-performance basis. That creates a so-called volatility decay. The moment there's no clear uptrend, the price just bleeds, even if the underlying stock is flat. Sideways or choppy = the leveraged token loses value over time, by design. Only a clear uptrend makes a leveraged sto

How to not get rekt

What this week has in store for us:
Macro-wise, alongside wednesdays PCE print (headline seen at +3.7%, core at +3.3%), the main event is the annual Jackson Hole Symposium, kicking off Thursday. The highlight, of course: Fed Chair Warsh's speech on Friday, though you could argue Jackson Hole matters less this year than it used to. Most likely.
Also on Friday: the annual revision of US labor market data. This could be more interesting. Why? Remember last year? The Bureau of Labor Statistics casually revised its estimated new jobs down by a cool 911k. Well uhm, minor rounding error, just a milli

Seems more and more likely that Financial oppression is soon on the menu & $BTC and Gold the most obvious hedges against it.

Bonds rule the world. More than ever.
Watching the news you would think the world is burning and the stock market is in a deep recession:
War, inflation, absurd US state debt, everyone scared about rent and jobs due AI. And yet stocks keep printing ATHs.
That doesn't seem to make sense, but it does: First thing to unlearn: the stock market is not the economy. And without going too deep into Keynesian Economics and whatever, its easier to just be aware that it's just not a "how are normal people doing" meter.
It prices four things:
> Future profits
> Interest rates
> Where money flows
> And wha

I remember back then when I was a plumper I outtraded carlos matos

So … citadel liquidated & bought up leopold aschenbrenners $45bln fund on the weekend he gets married? Is this the story?

We need more launchpads to launch launchpads on launchpad hood, can someone please launch some?

FOMC tomorrow & a rate hike is now genuinely back on the table.
Markets currently pricing ~35% for it, still not quite 50/50 but the fact we're discussing hikes again is the whole story.
Stocks already sold off further, especially growth-sensitive ones is another proof about what the market worries about rn.
So tomorrow:
no hike => market exhales, chop continues/relief rallies.
hike => risk-off & bleeding through the summer lull
Be ready to get chopped up & probably smart to avoid any leverage trading until its done.

People compare $PONS to $CASHCAT to gauge upside, which is nonsense imho.
$PONS shouldn't be compared to other RH tokens, but rather compared to the biggest competitor: $PUMP .
Nearly same metrics in terms of revenue & volume but 30x(!) smaller MC with a non extractive team.

Never in my life I've been more sure about the fact that retail is absolute NOT here in the RH trenches. In none of previous trenches seasons I was that sure lol

Some thoughts
Robinhood on-chain feels veeeeeeery PvP right now. Many opportunistic "devs" obviously bridged and rushed to launch their shit projects & literally 200-300 people dumping on each other with a handful of "sustainable" (I guess we have to assess that definition over the next days) runners left.
Shills are outweighing fundamentals by magnitudes and a lot of vapor is running way harder than their fundamentally more sound counterpart.
This being said, I want to believe that these are just early innings and a flight for quality is about to happen at some point (maybe after a short rese