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cloutman

@cloutman_

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curator

Joined November 2019
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@cloutman_
cloutman
2 days
bad news is we don't go straight to hades after May opex: estimate is 3.4%, lower than last month's, ~expected since YoY comp was 'favorable' good news is AI stonks & AI crypto likely have a good run into Jun 7 CPI estimate (next checkpoint), possibly into Jun 12 cuz HUGE Q-opex
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@cloutman_
cloutman
13 days
green light from powell :'), next checkpoint is big bank CPI estimates on May 10
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@cloutman_
cloutman
1 year
someone removing $25M in stables from exchanges every ~5 minutes for the last 2 hrs (1) similar signature on 13 March, while USDC was depegged, in $126M clips (2) can't recall other such instances in last few years any ideas?
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@cloutman_
cloutman
2 years
gcr called this in nov 2021. so sick "cycles still exist" was particularly maverick
@Cryptomodollas high confidence interval that we're very late in the cycle [and that cycles still exist] secure your freedom if you've won it
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@cloutman_
cloutman
10 months
larry fink went on a major network to shill spot BTC ETF & they allowed us to buy 30200-30500 for 19 hours
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@cloutman_
cloutman
2 years
matched, big fan of @zachxbt 's work
@q00ts
q00ts
2 years
We gifted @zachxbt $50k because we believe those that provide real value to this space need to be protected at all costs. Perhaps we'd see less hacks if we rewarded people like Zach over the reality TV influencers that stir up drama for engagement. Who steps up next?
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@cloutman_
cloutman
1 year
5 batches a year, & the 1st batch on Day 73/365 (exactly 1/5 the year)? there are no COINcidences some quick mental maffs tells me the remaining 4 batches will be sold on days 146 (May 26), 219 (August 7), 292 (October 19) & 365 (December 31) bullish
@tier10k
db
1 year
[DB] US Govt Sold 9,800 BTC on March 14, Intends to Sell a Further 41,500 BTC Connected to Silk Road in Four Batches Over the Course of the Year: Court Filing
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@cloutman_
cloutman
2 months
@virtualmusing i love this type of content
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@cloutman_
cloutman
1 year
over $500M withdrawn in 2 hrs
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@cloutman_
cloutman
2 months
@eyeslasho that's certainly interesting but we must respect their culture & traditions
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@cloutman_
cloutman
1 year
there's actually no point telling normies ye got fucked on FTX they don't understand your journey, no sympathy for the (formerly) crypteau riche & you're just going to get 10-100x angrier by the end of the convo just have to make it all back so that there's no story to tell
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@cloutman_
cloutman
1 year
could be urgent, this alert previously flagged historic FTX stables withdrawals on Nov 5
@cloutman_
cloutman
2 years
anyone have thoughts on what appears to be the single largest hourly stablecoin withdrawal reading from exchanges, today? (it's top 10 transactions but imo decent proxy) i used to think of this as an urgent withdrawal of bid-side liquidity, several high readings last 7 days too
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@cloutman_
cloutman
1 year
think about how insane these actions are in the tardfi context Founder selling equity without official disclosure (no official info about early allocations' breakdown either), while customer holdings are trapped in the company's interest bearing product, with no set release date
@bradmillscan
Brad Mills 🔑⚡️
1 year
Wait a second, Vitalik didn’t even stake his ETH 😂 He just sent $40 million worth of his ETH to an other address. Imagine being stuck in the ETH staking ponzi with no timeline for getting liquidity and watching Vitalik send his premine around all liquid and shit.
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@cloutman_
cloutman
2 months
@deedydas imo a Chinese cast for an Oxford adaptation wouldn't make sense, the aim should be to reflect Oxford scientist & engineer demographics & values precedent: Scorcese's The Departed, US adaptation of HK film Internal Affairs +composite characters are often useful & used in film/tv
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@cloutman_
cloutman
1 year
the hierarchy for nearly everything is top 1% men > 100% of women > bottom 99% of men
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@cloutman_
cloutman
10 months
@LynAldenContact BTC spot ETF approval by Feb 2024
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@cloutman_
cloutman
1 month
@gabewise everything airchat does is disgusting to me
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@cloutman_
cloutman
1 year
fan of the concept @STFX just launched my first STV :D, interested to see how this evolves
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@cloutman_
cloutman
4 months
@uncledoomer to make things worse, the lads' made up internet coin BTC will demonetize all the money the women have saved
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@cloutman_
cloutman
10 months
if BlackRock ETF can't get us from $25K to $35K minimum while tardfi flows are also supportive (till ~July 19), just gotta accept the participant profile has changed quite a bit -- not as much credit available to lever up, not as many reckless apes, etc. or they know something🤔
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@cloutman_
cloutman
1 year
if you think GCR sold his account, your intuition is the problem
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@cloutman_
cloutman
8 months
@chheplo no ilya rofl looks like they hit quotas
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@cloutman_
cloutman
1 year
who's ready for the echo bubble exit pump? (HIGH RISK) scaling back in, 10% at a time, over the next few days. max size above 23250 1D targeting 1800 on ETH, hopefully 2000 (hehe) pump window might be tiny (7-10 days if brutal NFP), will look to tp &/or fill shorts from Mar 10
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@cloutman_
cloutman
1 year
gud job every1 but it's time to scale into shorts now 25000-27000 ideally but 48-72H TWAP also p gud, targeting 19000-21000 (much worse on ETH) dump likely to be brutally fast n furious, if ye don't have limit tp's ye gon miss a few % on the wick
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@cloutman_
cloutman
1 year
2 of the biggest issues plaguing CT traders: 1. overfitting/extrapolating based on limited data 2. astrology/fooled by randomness you're instantly 99th percentile+ if you're aware of & can overcome these, but ye must know that even CT's top tier suffers from em to some extent
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@cloutman_
cloutman
4 months
@Austen reverse racism is racism
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@cloutman_
cloutman
6 days
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@cloutman_
cloutman
2 years
imagine if he beats trump lol
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@cloutman_
cloutman
1 year
it's possible Jump & Jane Street know something more draconian is coming from US authorities
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@cloutman_
cloutman
1 year
thread of trading/investment podcasts i found worthwhile, starting with this one
@cloutman_
cloutman
1 year
excellent pod
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@cloutman_
cloutman
1 year
portfolio down 85% since FTX - will have to trade extremely selectively going fwd US Liquidity management somehow becoming less clear to me over time lol + urge to make it all back in 1 trade too strong, must be managed looks like it's gonna take years for portfolio ATHs sigh
@cloutman_
cloutman
1 year
it's just untradable, esp. for my style, unless you're able to anticipate macro & Fed actions well ahead of time or just copytrade gcr, huss, CL, mgnr lol
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@cloutman_
cloutman
2 months
the crypto cycle is GCR saying something somewhere once, followed by increasingly stupider versions of the text peddled by CT influenza tryna pass it off as their own thoughts, till someone comes up with a version so bastardized, that it ends the cycle, only for another to begin
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@cloutman_
cloutman
1 year
debt limit has been hit, Treasury General Account (TGA) typically rapidly draws down thereafter (injecting liquidity) & speculators typically run with it pounding the green button until TGA gets <$100B or sucks in liquidity instead crypto is a liquidity-driven speculative casino
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@cloutman_
cloutman
10 months
sold 20% of BTC holdings, scaling into S&P500 short gm
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@cloutman_
cloutman
2 years
did exactly this, average 18 cents on the dollar we live to fight another day
@CoinDesk
CoinDesk
2 years
Customer funds stuck on crypto exchange @FTX_Official are being firesaled for cents on the dollar via over-the-counter transactions. @0x_tracy reports
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@cloutman_
cloutman
11 months
prolly nothing, but USDTUSD Coinbase 0.991 alert triggered 30 mins ago😬 last couple triggers are May 2022 Luna implosion, Nov 2022 FTX rug
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@cloutman_
cloutman
2 years
issue0 details such a coherent backstory & pedigree that it's difficult to imagine a better fit for molly's skills, chosen path & accumulated xp than precisely what she's decided on tru internet hero imo, very principled with a great history of thankless & comp-less work, subbed
@molly0xFFF
Molly White
2 years
i've launched a patreon and a newsletter! has the full story, and some updates on what i've been up to and some exciting things coming up. i would be enormously grateful if you would join or share!
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@cloutman_
cloutman
10 months
@jam_croissant translation: where has the liquidity gone?
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@cloutman_
cloutman
1 year
@dragonrbrn not immediately clear due to my primitive on-chain skillz😬 atm tryna figure out thru cryptoquant
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@cloutman_
cloutman
1 year
in crypto & in life, one must never underestimate the cartel's ability to turn on the jets during opportune periods anticipating the cartel's moves is ~the entire game these days my bags are packed, & hopefully the next 7-10+ days is a party worthy of concluding the echo bubble
@cloutman_
cloutman
1 year
who's ready for the echo bubble exit pump? (HIGH RISK) scaling back in, 10% at a time, over the next few days. max size above 23250 1D targeting 1800 on ETH, hopefully 2000 (hehe) pump window might be tiny (7-10 days if brutal NFP), will look to tp &/or fill shorts from Mar 10
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@cloutman_
cloutman
2 months
@embernic 'women teach men many valuable things so ill personally never try to find love again'
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@cloutman_
cloutman
1 year
the skill required for trading levered longs profitably long-term is extremely high basically every time you'd actually want to be levered in BTC's history, you'd find great reasons (FUD) to not be & everytime you're easily able to put on leverage, it's prolly a bad time innit
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@cloutman_
cloutman
1 year
incapable of feeling joy, FTX baggage looks set to dominate every aspect of life until everything is made back it is what it is
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@cloutman_
cloutman
8 months
if people could actually discern elite traders, they'd be one themselves many made their fortunes simply getting lucky riding a historic bull market there's several purported 8+ figure 'traders' with 1000s of tweets, that haven't expressed anything insightful, even by accident
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@cloutman_
cloutman
11 months
June 2023 - Feb 2024 BTC price is a live speculative ETF approval prediction market with lower bound (ETF rejection) $25K & upper bound (ETF approval) $1T mcap i.e. $53K balchunas current estimate = 50%, rejection only possible >= 45 days after BlackRock 19b4 should be up only
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@cloutman_
cloutman
1 year
mental health is for women
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@cloutman_
cloutman
1 year
'fairness' is a concept you must wipe from your consciousness, it will only cause you pain
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@cloutman_
cloutman
7 months
@pear_protocol @NarrativesPod @hufhaus9 @STFX_IO @MustStopMurad STFX is just super inspiring -- PMF's there, vision's very practical, love that y'all are not just jumping to higher limits even after several months since launch, & keep shipping incremental improvements really enjoying following idea->execution in real time, rooting for y'all!
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@cloutman_
cloutman
1 month
@paleonormie hmm it's not 10x psyop susceptibility due to much lower general objectivity?
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@cloutman_
cloutman
1 year
@Yodaskk removal from exchanges tho, & it's USDT
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@cloutman_
cloutman
1 year
hardships are guaranteed (recently learnt that the FTX rug was only the 2nd worst thing to happen to me in 2022) you mustn't dwell on whether they're 'deserved', only that they must be overcome - grit, perseverance, inspiration & creative problem-solving can help you on your way
@cloutman_
cloutman
1 year
'fairness' is a concept you must wipe from your consciousness, it will only cause you pain
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@cloutman_
cloutman
1 year
atm imo this is the likeliest path: 1. stonks & crypto rally till Mar 10 NFP 2. bad NFP Mar 10 sinks everything, bad CPI Mar 14 kills everything till Mar 22 FOMC 3. 25 bps at FOMC leads to a bounce
@RabinTofsla
papa bear🐻
1 year
#FederalReserve hiking 50 after hiking 25 send far stronger signal, unlike just hiking 50 in the first place its increase credibility, shows true data dependency and central bank resolve to fight inflation as needed and do nothing as needed
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@cloutman_
cloutman
2 years
how are we still floating at 0.75 Trillion crypto mcap after what's happened
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@cloutman_
cloutman
2 years
@ApeDurden ya but few of those can show 8-9 fig PnLs from the top
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@cloutman_
cloutman
24 days
fiscal dominance = Yellen (fiscal) dominance over Powell (monetary), therefore QRAs & TGA are more important for markets than FOMCs & Fed B/S going fwd also means BTC & Gold unaffected by monetary auth/high rates, & the fiscal authority is doing Trillions in QE cuz election year
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@cloutman_
cloutman
1 year
gud job every1 but it's time to scale into shorts now 25000-27000 ideally but 48-72H TWAP also p gud, targeting 19000-21000 (much worse on ETH) dump likely to be brutally fast n furious, if ye don't have limit tp's ye gon miss a few % on the wick
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@cloutman_
cloutman
1 year
new bullish pp, next change hopefully with BTC right up against 200WMA
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@cloutman_
cloutman
13 days
what do we make of this (am i missing something obvious?)
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@cloutman_
cloutman
1 year
if the events depicted in the The Big Short are accurate, burry handled the trade disastrously, about as bad as one could have with the anaylsis at his disposal & i believe he's been p lame since that trade?
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@cloutman_
cloutman
11 months
ye think this lil stall around the 200WMA at 26500 might be last chance to get on
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@cloutman_
cloutman
4 months
@carmguti im sympathetic to the sentiment but there's hundreds of thousands (if not more) of Bond villains developing rn with this mantra
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@cloutman_
cloutman
1 year
@cloutman_
cloutman
1 year
there's so few who really understand what they're talking about so many that've made famous top/bottom calls but didn't really understand the mechanism behind em, fluke might publish a list of actually great traders - kinda obvious list, but some not proportionately appreciated
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@cloutman_
cloutman
3 months
ive seen & done a great many things in this life, nothing is going to come close to shrooms
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@cloutman_
cloutman
2 years
binance UI/UX, i.. painful
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@cloutman_
cloutman
11 months
hey guys is there appetite for another crypto podcast featuring traders where we can discuss mundane things that have nothing to do with our edge
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@cloutman_
cloutman
2 years
seen chatter of an SBF put between $12K-$15K, anyone got sauce?
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@cloutman_
cloutman
6 months
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@cloutman_
cloutman
10 months
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@cloutman_
cloutman
1 year
classic BTC cycle cet. par. - 6-9 month pre-halving speculative pump/relative strength - post-halving dump/relative weakness - 6-9 month pump leads to viral marketing loop that draws in fresh $, fueling bull-run until inflow exhaustion - bleed, echo bubble, bleed till next cycle
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@cloutman_
cloutman
2 years
imo this depends on when the US defaults & the commodity supercycle begins PoS (& perhaps other ARKK-y stuff) only gains big traction in the very last inning of an artificially low interest rate regime with colossal debasement & investment outlooks are shaped by the same 'water'
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@cloutman_
cloutman
1 year
@nic__carter more deetz pls nic
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@cloutman_
cloutman
1 year
the problem is it now feels like hard work when it felt like play earlier im so fucking tired, brain's turned to mush. everything takes twice as long, everything is twice as hard much angrier than tired tho (might largely be ct-influenza-driven) so the trudge continues. forever
@cloutman_
cloutman
1 year
there's actually no point telling normies ye got fucked on FTX they don't understand your journey, no sympathy for the (formerly) crypteau riche & you're just going to get 10-100x angrier by the end of the convo just have to make it all back so that there's no story to tell
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@cloutman_
cloutman
4 years
@zhusu m8 I'm the biggest bull there is but how does 320 on ETH hold if S&P even takes a 5% dump on Tuesday
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@cloutman_
cloutman
4 months
@WuWei113 @mcuban i love your bio
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@cloutman_
cloutman
6 months
@thecaptain_nemo people don't believe me when i tell em the matrix was only good by accident
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@cloutman_
cloutman
11 months
pre-ETF BTC might never need to be sold
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@midcurver68
midcurver68
11 months
@cloutman_ how high we going mr cloutman
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@cloutman_
cloutman
1 year
would prefer all negative catalysts in a compressed timeframe thx high CPI, FOMC minutes focus on inflation much higher than 2% target, TGA tax day April 18, DoJ action, Shanghai boondoggle, RRP suck, US Govt BTC selling timeline accelerated, MOVE index > 150, etc. any others?
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@cloutman_
cloutman
1 year
BTC has fundamentals & plausible narratives for ~all kinds of financial conditions liquidity proxy, hard money, energy derivative during peak cheap energy, growth asset, commodity, neutral uncensorable sovereign reserve candidate, sovereign bond CDS, etc. the ultimate asset :')
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@cloutman_
cloutman
6 months
next year or so of tardfi trading on autopilot: 1. long ARKK till blowoff top for up to 50% 2. short ARKK till Fed intervenes for 50% 3. long GDXJ for a couple months for 100% 4. short ARKK till Fed intervenes for another 50% 5. long GDXJ for a couple months for another 100%
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@cloutman_
cloutman
1 year
@Husslin_ @Cryptonoon121 the shame hahahaha
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@cloutman_
cloutman
8 months
understanding reflexivity makes patiently waiting for godlike entries the only interesting move
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@cloutman_
cloutman
1 year
ok am 80% bull, got something that might blow yer minds
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@cloutman_
cloutman
1 year
over 1-2 months ye, but it's not the liquidity directly driving price imo, it's just that speculators are cushioned from a macro nuke while the TGA draws down so they feel safe to gamble lol should retrace a big chunk of the pump when TGA rebuild starts from $80B to $700B+ later
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@cloutman_
cloutman
1 month
a new crypto cycle has begun with that GCR tweet cryptonatives will bid every single dip from here, until they're rich or lose ~everything it's external capital that determines whether prev cycle ATH can be overcome for good ETF flows likely amplify BTC PA in both directions
@cloutman_
cloutman
2 months
the crypto cycle is GCR saying something somewhere once, followed by increasingly stupider versions of the text peddled by CT influenza tryna pass it off as their own thoughts, till someone comes up with a version so bastardized, that it ends the cycle, only for another to begin
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@cloutman_
cloutman
1 year
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@cloutman_
cloutman
10 months
how much does BTC pump if Grayscale win v SEC drops this week?
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@cloutman_
cloutman
1 year
bro already?!
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@cloutman_
cloutman
1 year
r u ready
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@cloutman_
cloutman
5 months
@JacquesThibs XiPT-4 INCOMING
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@cloutman_
cloutman
1 year
BTC is often first to sniff out liquidity bottoms. big if tru
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@crossbordercap
CrossBorder Capital
1 year
Will QE end early? via @FT Thanks to ⁦ @rbrtrmstrng ⁩ for discussing #liquidity and #QE . Size of #RRP vs #Fed reserves vital as ⁦ @FedGuy12 ⁩ says
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@cloutman_
cloutman
2 years
molly's ( @molly0xFFF ) newsletter is now on substack at i think she's doing incredibly important work (details: ), & going forward it looks like we'll be getting more crypto deep dives from her, in addition to weekly updates🤘
@cloutman_
cloutman
2 years
issue0 details such a coherent backstory & pedigree that it's difficult to imagine a better fit for molly's skills, chosen path & accumulated xp than precisely what she's decided on tru internet hero imo, very principled with a great history of thankless & comp-less work, subbed
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@cloutman_
cloutman
10 months
@mskvsk holy shit
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@cloutman_
cloutman
1 year
funding profile still v good on BTC, if i get to short ETH at $2000 im holding it to $0
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@cloutman_
cloutman
1 year
there's many CT accounts that started off wanting to become traders (or LARPed as traders from day 1), but gradually subconscously pivoted to cringe influenza thru a virtuous (vicious) cycle of their cringiest posts being rewarded with the highest engagement of all their tweets😅
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@cloutman_
cloutman
1 year
if saylor is to be liq'd, that's the short you absolutely have to nail, because there might not be a good crypto trade for a while after that if not, it's business as usual, just keep dancing to the Fed-Treasury liquidity tune & you'll have enough opportunities to make it back
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@cloutman_
cloutman
27 days
do sellers not know who gcr is
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@cloutman_
cloutman
1 year
if DCG situation is resolved by accepting creditor committee terms (which reduces/eliminates the need for DOJ action &/or liquidation of assets), we've likely bottomed already, given macro might be cushioned for 1-2 months by $350B TGA warchest, assuming RRP sideways
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@cloutman_
cloutman
1 year
@john_j_brown hot take: OKX is the #1 exchange rn
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@cloutman_
cloutman
1 year
REAL potential for a significant dip on a beat, will max long & hold till CPI in 11 days
@JStanleyFX
James Stanley
1 year
#NFP expectation for +185k tomorrow the actual print has beaten the expectation for the past 9 months and 11 of the past 12
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@cloutman_
cloutman
1 year
does seem like i overtraded & cucked myself out of a good short entry lol
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@cloutman_
cloutman
2 years
binance funding finally seems to be normalizing from absurd levels last few days think (hope) the jig is up, we should go down 80% from here if anyone thinks this is stupid, speak now
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