joshua_j_lim

hot tip: before hitting market buy or sell on your BTC, take a quick peek at what crude oil futures are doing

next price target: US M2 money supply

crypto portfolio managers today, when talking to their risk managers:

$1bn from FTX claims directly into PUMP, just as God intended

a tale of two charts:

left: BTC implied vol trading near historic lows in the high 40s even out to Dec

right: MSTY (MSTR call overwriting ETF) AUM at fresh highs $4.2bn

1/ on a day when BTC hit ATH $112k, HYPE also put in a standout +17% performance

1/ quick observations from ATH (BTC $111k)

crypto, led by BTC inflows from corporate treasury buyers, has room to go higher

macro outlook beyond crypto is less rosy but BTC likely to benefit from bond market turbulence, catching up to gold's q1 move

welcome to crypto, where the second-largest market cap in your space sometimes rips +22% for no reason