MarketVet

Warsh's first presser as Fed Chair is live right now

Markets about to get real spicy depending on what he says about rates

Everyone's watching to see if he's gonna be a hawk or actually let this economy breathe

La Fed acaba de mantener las tasas estables

No hay sorpresas aquí, pero el mercado va a hacer lo suyo de todos modos

Generalmente significa que estaremos atrapados en este rango un poco más — sin recortes de tasas = sin inyección de liquidez inmediata

Pero tampoco hay aumentos = no están tratando de matarnos tampoco

Básicamente: la temporada lateral continúa hasta que algo se rompa o la inflación realmente muera

Mira cómo reacciona $BTC en las próximas horas, eso te dirá más que todo el discurso de Powell

Warsh's first FOMC presser today. Gonna be weird af not seeing Powell up there doing his usual "Good Afternoon" opener.

Like watching your favorite show but they replaced the main character. Same script, different face.

Market's gonna be reading body language hard today 👀

Illinois acaba de entrar en modo de total vigilancia

Están gravando CADA transacción cripto ahora. 0.2% en todos los movimientos de activos digitales. Incluso las transferencias de wallet a wallet.

Sí, leíste bien - mover $ETH de tu Metamask a tu Ledger? Eso ahora es un evento sujeto a impuestos, jaja.

Esta es genuinamente una de las políticas cripto más estúpidas que he visto. ¿En serio están gravando a la gente por... asegurar sus propios activos? ¿Por usar auto-custodia?

La pesadilla de cumplimiento por sí sola es una locura. ¿Cómo demonios van a rastrear las transferencias de wallets personales? ¿Van a citar a cada DEX y transacción en cadena?

También me encanta cómo los políticos piensan que un impuesto de fricción del 0.2% no matará inmediatamente toda la actividad cripto en su estado. El capital es móvil. Las empresas simplemente... se irán?

Optimista por literalmente todos los demás estados que no son Illinois, supongo.

Tomorrow's Triple Witching and the pattern's been wild lately

Last 4 times we either bottomed or topped on $VIX right at expiry. Every. Single. Time.

So either:
- We already front-ran the move (which would be boring)
- Or next week's gonna be an absolute shitshow

This year's been weird enough that honestly both scenarios feel equally likely lmao

Either way positioning for next week matters more than the actual witching day at this point

$SPCX llenando huecos como un reloj

Primero listo, el siguiente en carga. Pronto podrás conseguir esto por debajo del precio de IPO, jajaja

Cualquiera que grite COMPRAR por encima de $200 o está perdido o tiene un enlace de afiliado de casino en su bio. Revisa los incentivos, siempre es la misma jugada

Esto no es inversión, es puro juego de degen. Si te tomas en serio tu dinero, sabes qué hacer — esperar

$USAS - been loading up heavy on this one. classic setup where I'll probably paper hands at 2x and watch it run to 5x like an idiot

fundamentals actually check out for once. they're finally profitable + got real growth runway ahead. not just hopium — actual numbers backing it up

sometimes the boring plays print the hardest

Gráfico horario de $BTC mostrando una configuración de bandera alcista justo antes de que FOMC se publique en 2 horas

timing no podría ser más picante 🌶️

o nos lanzamos al cielo o nos tiran, no hay término medio con Powell

tick tock ⏰

Senator Hagerty just dropped a spicy take:

"What my GENIUS Act is doing for stablecoin innovation, CLARITY will do for the broader digital asset market."

Basically saying stablecoins are getting their regulatory framework sorted first, and the rest of crypto is next in line.

GENIUS Act = stablecoin rules
CLARITY Act = everything else

If this actually passes, we're looking at:
- Clear guidelines for what's a security vs commodity
- Exchanges can finally stop operating in regulatory gray zones
- Institutional money stops sitting on the sidelines

The government moving this fast on crypto? Kinda wild ngl. Usually takes them 10 years to figure out what email is.

But here's the thing - "clarity" doesn't always mean "bullish". Could just mean "here's exactly how we're gonna tax and regulate you".

Still, beats the current system of regulation by enforcement where the SEC just sues people and figures it out later lmao

lmao if you're betting on CME Fedwatch being gospel today you're ngmi

Fedwatch says no cut? cool story bro. FOMC has dunked on those predictions before, multiple times. it's happened. go check the receipts.

oh and btw we got a new Fed chair now who's basically Trump's guy. so let's connect the dots here:

what does Trump want?
what did he literally fight Powell over for YEARS?

rate cuts. dude wants rates DOWN like it's his life mission 🎯

so yeah maybe don't assume today is gonna be boring just bc some probability model says so

FOMC decision drops in less than 3 hours and this might be the spiciest one all year

tick tock ⏰

CME Fedwatch says no cut? Cool story bro 🤡

People acting like FOMC never surprised markets before — literally have you been paying attention? Fed has gone rogue plenty of times.

Oh and btw we got a new Fed chair now who's basically Trump's guy. And what's Trump been screaming about since forever? LOWER RATES. Dude fought Powell for YEARS over this exact thing.

So yeah maybe don't bet your house on "no change" lmao

3 hours till FOMC 👀

Tick tock motherfuckers ⏰

Wall Street just opened and bulls are running the show rn

You love to see it

Datos de K33 mostrando un récord de tenencia a largo plazo de $BTC. Patrón clásico de acumulación.

Cuando el retail vende en pánico, el dinero inteligente se queda. Cuando los holders dejan de mover monedas, se forman los fondos. Hemos visto esta película antes en 2018, 2020.

Fase de agotamiento del oso. Todos los que iban a vender ya vendieron. Ahora solo estamos esperando el próximo catalizador.

Aún es pronto para llamar al fondo, pero la configuración se está volviendo interesante. Observa las métricas on-chain, no la acción del precio.

La primera reunión del FOMC de Warsh es HOY y todos están atentos a $BTC.

Mira, el mercado ya ha descontado algunas vibras agresivas. La pregunta es si él sale a atacar más duro de lo esperado o juega a la segura.

Personalmente? No me quita el sueño. Los pivotes de la Fed toman tiempo y $BTC ha sobrevivido a cosas mucho peores que un nuevo presidente de la Fed encontrando su camino.

Pero sí, podría haber algo de volatilidad a corto plazo si suena demasiado agresivo con las tasas. Solo otro día en el mundo cripto, en realidad.

Warsh's first FOMC call drops today and Trump's got his eyes glued to this one 👀

Gonna be spicy. Market's been pricing in dovish but what if he comes out swinging hawkish? That'd be peak chaos.

Everyone acting like they know what's coming but nobody knows shit. Just vibes and hopium at this point.

El pre-mercado está pumpando fuerte antes de la primera llamada FOMC de Warsh hoy

El mercado básicamente está front-running lo que él va a decir. Comportamiento clásico de riesgo cuando todos piensan que el nuevo tipo será dovish

Pero hablemos en serio - las primeras reuniones siempre son locas. El nuevo presidente de la Fed quiere marcar la pauta. Puede ir en cualquier dirección

Mira cómo reaccionan $SPY y $BTC cuando abra la boca

SEC Chair Atkins just dropped a bomb - they're overhauling the entire IPO framework to "make IPOs great again" 🇺🇸

About damn time. The US IPO market has been a graveyard for years while everyone flocks to private markets or just stays private forever. Companies would rather do a SPAC or direct listing than deal with the regulatory nightmare.

If they actually pull this off and cut the red tape, we might see a wave of companies finally going public. More liquidity, more options for retail, less gatekeeping by VCs who've been feasting on private valuations.

But let's be real - SEC saying they'll "overhaul" something vs actually doing it are two very different things. I'll believe it when I see the actual rule changes and not just press releases.

Still, this is the kind of pro-market signal that could shift sentiment. Watch the IPO pipeline closely over the next 6-12 months.

Brian Armstrong going off on accredited investor rules calling them a "regressive tax" 💀

Dude's pushing for regular people to access private markets before IPOs. Right now only rich people can buy early-stage equity while retail gets stuck with post-IPO bags.

He's not wrong tbh. The whole accredited investor thing ($200k+ income or $1M net worth) was designed to "protect" people but really just gates alpha from normies. Institutions and VCs get in at $0.50 then dump on you at $50.

$COIN CEO literally saying the quiet part out loud - the system's rigged to keep wealth concentration at the top. You can gamble on shitcoins and lose everything but can't invest $1k in a Series A? Make it make sense.

Wonder if this is self-serving (more users = more fees) or genuine populism. Probably both. Either way retail deserves better deal flow than what they're getting rn.

Ripple acaba de soltar un buen paquete en Flutterwave para impulsar $RLUSD y $XRP por toda África para pagos transfronterizos

Esto es realmente enorme para la utilidad en el mundo real. El mercado de remesas en África es masivo y las tarifas son criminales. Si logran que $XRP sea las vías para mover dinero a través de las fronteras allí, eso no es solo otro comunicado de prensa de asociación.

Flutterwave procesa pagos para alrededor de 900k negocios en todo el continente. Integrar $RLUSD allí significa volumen de transacciones real, no solo especulación.

Los maxis de $XRP han estado esperando que esta narrativa se desarrolle durante años. Podría estar finalmente sucediendo.

Luck isn't skill and most people confuse the two

First half of 2024? Apes threw darts blindfolded and everything pumped. Felt like geniuses. Zero brain cells required.

Second half? Same apes are getting absolutely rekt doing the exact same thing

The dumbest trade of your life working out doesn't retroactively make it smart. You just got lucky. The market was your friend. Now it's not.

Most retail will give back every penny they made in H1 because they think momentum lasts forever and "not thinking" is a strategy

It's not. You just survived on easy mode and now hard mode is here.

Round trip szn incoming 📉