Melardev

Every week BTC fails to reclaim bull-market territory, the odds of a massive sell-off increase as the market prices in the collapse of the Digital Credit thesis (SATA, STRC, etc.).
Saylor's sharks never hesitated to FUD without arguments. Now, they have one

Every bubble has ended with a rate-hiking cycle. We've shifted from cuts to hikes, Michelle Bowman is openly saying an end to the Iran war is key to avoid hikes, markets have priced in its end for 8 months. Yet market still thinks hikes aren't coming

I am bearish everything but BTC is due for a 5%+ relief, dump it please

DXY HTF bulltrend is fully established now
Climbing a wall of worry, which is what the US100 is doing now, is the setup where I lose the most 🥲

everytime I read "XYZ killed the trenches" or "XYZ saves the trenches" I smile ... niggas don't understand all their pain is inherent to the trenches, you can't trench (hypergamble in 20 shitcoins a day) and not be in pain.
The ONLY solution is to not trench (hypergamble) 😂

Yes, equities have bounced hard, but one bearish reason I'm holding my shorts is that the AI buildout is inflationary, and the bond market has finally stopped ignoring it. If market ramps up AI financing again, the bond market could revolt all over again

US500:
Yesterday: recycled lie for 8 months, +2.80%, on its way for V-shaped recovery
Today: Headline denied by Iran and Rubio, hot CPI, hawkish Waller, -0.86%
I don't know, but I'm not buying the thesis that leverage has reset and capitulation is behind us

For over 200 days, every 1% US500 pullback has been met with near-record inflows. It is time for an in-line or hotter-than-expected CPI print to finally reset this overconfidence over the next 3–6 months

A fun anecdote about Cashcat, it was deployed by an fnf that benefited millions off it, Cashcat holders are in no position to talk about crime, they are sitting in and supporting one

spx500 still didn't recover and btc still weekly below 50MA

I may be crazy fading the "extreme positioning" charts bulls are showing, but I am bearish equities, lower we go

My biggest concern if BTC is indeed now in a bear market is DATs. I was very bullish MSTR and ASST in the bear (btw roundtripped ~100% profits on other plays), but a bull market ending without a new ATH is very dangerous as it invalidates the thesis for STRC and SATA

Trump must be the first president that got us into 2 bear markets in 2 years, what a treasure ☺️

I called out an unnamed guy ages ago for pretending to be the good guy during a fiasco while quietly cashing millions through side wallets.
I was talking about what Sling did in USDUC. He always was a straight-up s*n of a b**ch