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小鲨鱼shark
696 Posts

小鲨鱼shark

X:小鲨鱼shark|悉尼大学金融专业| web3交易员|币安返佣20% sharkkla|前中信建投证券|CFA一级
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$BTC is still in a bearish trend; the bullish news has already been priced in.
$BTC is still in a bearish trend; the bullish news has already been priced in.
PINNED
In the frame with Binance's dual CEOs: @Yi He and Richard Super lucky 😆 The sky's the limit, and money never sleeps Gotta thank the part of yourself that never settles for mediocrity
In the frame with Binance's dual CEOs: @Yi He and Richard

Super lucky 😆

The sky's the limit, and money never sleeps
Gotta thank the part of yourself that never settles for mediocrity
The US-Iran deal is in play, easing Fed rate hike expectations. Iranian oil is set to re-enter the global market, and falling oil prices are directly reducing inflationary pressures, which indirectly lowers the necessity for the Fed to keep tightening. Also, with oil prices dropping, hawkish rate hike expectations are cooling off, leading to a weaker dollar that boosts gold prices. Gold is bouncing back (I’m talking about the Fed, not Japan). The future trajectory of gold will largely depend on what the FOMC has to say about potential rate cuts.
The US-Iran deal is in play, easing Fed rate hike expectations. Iranian oil is set to re-enter the global market, and falling oil prices are directly reducing inflationary pressures, which indirectly lowers the necessity for the Fed to keep tightening.
Also, with oil prices dropping, hawkish rate hike expectations are cooling off, leading to a weaker dollar that boosts gold prices.

Gold is bouncing back (I’m talking about the Fed, not Japan).

The future trajectory of gold will largely depend on what the FOMC has to say about potential rate cuts.
Forget about revenue, P/E, and P/S ratios; it's all about market sentiment.
Forget about revenue, P/E, and P/S ratios; it's all about market sentiment.
This morning I saw the protocol and knew it wasn't that simple. Trump just loves to play with candlesticks; when major interests are at stake, nobody's gonna compromise easily. Still bearish on $BTC .
This morning I saw the protocol and knew it wasn't that simple.
Trump just loves to play with candlesticks; when major interests are at stake, nobody's gonna compromise easily.
Still bearish on $BTC .
$SIREN All the crypto whales have fled.
$SIREN All the crypto whales have fled.
Things aren't as simple as they seem; the road to a deal is tough, huh? $BTC
Things aren't as simple as they seem; the road to a deal is tough, huh?
$BTC
A lot of folks aren't losing due to the market They're losing because reality's too harsh They can't wait to stack those gains slowly They end up risking it all in the market Greed is just the surface Poverty is the root cause
A lot of folks aren't losing due to the market
They're losing because reality's too harsh

They can't wait to stack those gains slowly
They end up risking it all in the market
Greed is just the surface
Poverty is the root cause
Verified
$SIREN just got dumped!
$SIREN just got dumped!
Partly True
The reason I'm bullish on stablecoins while also believing that the Fed's balance sheet reduction is inevitable is fundamentally due to the strong logical connection between the two.\nFrom the asset side, the issuance mechanism of mainstream stablecoins dictates that for every $1 in circulation, there's usually $1 of short-term U.S. Treasury bonds backing it up as reserves. The core operation of the Fed's balance sheet reduction involves actively selling or not renewing purchases of U.S. debt, pulling liquidity out of the market. At this point, stablecoins, as significant buyers of U.S. Treasuries, become an indispensable hedging tool during this balance sheet reduction process, providing the Fed with stable market absorption to prevent extreme volatility in the Treasury market due to sell-offs.\n\nFurthermore, during a rate-cutting cycle, stablecoins also play a critical role. The cheap dollar liquidity resulting from rate cuts could potentially raise inflationary pressures globally, but stablecoins, by redirecting dollar liquidity to external markets, can effectively harvest benefits from smaller countries lacking independent monetary policies, while simultaneously strengthening the dollar's position as a global settlement and reserve currency, reinforcing the credibility of the dollar.
The reason I'm bullish on stablecoins while also believing that the Fed's balance sheet reduction is inevitable is fundamentally due to the strong logical connection between the two.\nFrom the asset side, the issuance mechanism of mainstream stablecoins dictates that for every $1 in circulation, there's usually $1 of short-term U.S. Treasury bonds backing it up as reserves. The core operation of the Fed's balance sheet reduction involves actively selling or not renewing purchases of U.S. debt, pulling liquidity out of the market. At this point, stablecoins, as significant buyers of U.S. Treasuries, become an indispensable hedging tool during this balance sheet reduction process, providing the Fed with stable market absorption to prevent extreme volatility in the Treasury market due to sell-offs.\n\nFurthermore, during a rate-cutting cycle, stablecoins also play a critical role. The cheap dollar liquidity resulting from rate cuts could potentially raise inflationary pressures globally, but stablecoins, by redirecting dollar liquidity to external markets, can effectively harvest benefits from smaller countries lacking independent monetary policies, while simultaneously strengthening the dollar's position as a global settlement and reserve currency, reinforcing the credibility of the dollar.
If a deal really goes through: Bullish for BTC Oil prices cooling down at $CL , with a recovery expected, and risk assets generally benefiting.
If a deal really goes through:
Bullish for BTC
Oil prices cooling down at $CL , with a recovery expected, and risk assets generally benefiting.
Finally got the short opportunity I've been waiting for! CL keeps dropping, what's the play here!! As long as the Fed doesn't cut rates, I'm still bearish $BTC .
Finally got the short opportunity I've been waiting for! CL keeps dropping, what's the play here!!
As long as the Fed doesn't cut rates, I'm still bearish $BTC .
I've been shouting 'short' since 83k <a>...</a> $BTC
I've been shouting 'short' since 83k <a>...</a> $BTC
Who’s to say otherwise...
Who’s to say otherwise...
Altcoins really can’t hold it together, double up before bed and cut losses when you wake up. Take your profits and run! 🫠 $VELVET
Altcoins really can’t hold it together, double up before bed and cut losses when you wake up.
Take your profits and run! 🫠
$VELVET
$BEAT This coin is on fire! One massive bullish candlestick just keeps pumping.
$BEAT This coin is on fire! One massive bullish candlestick just keeps pumping.
Let's DCA into BNB!
Let's DCA into BNB!
$BTC I'm waiting for an opportunity to short Grab a bite and run like the wind.
$BTC I'm waiting for an opportunity to short
Grab a bite and run like the wind.
Partly True
CPI is basically bearish $BTC The overall data meets expectations, but!! Compared to history, inflation pressures are still at extremely high levels, and high inflation is driving the Fed to restart rate hikes.
CPI is basically bearish $BTC
The overall data meets expectations,
but!! Compared to history, inflation pressures are still at extremely high levels, and high inflation is driving the Fed to restart rate hikes.
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