@freddenver
crypto charts and drama / 🫶
Ryan isn't buying the idea that Solana is just going to be a one-trick pony stuck on perpetual futures contracts. He's actually pushing back hard on that narrative because he thinks distribution is the whole deal for…
Ryan Solana Perps Robinhood Chain
Raoul says we should be racking up the liquidity of q1-q2 of 2027 now ‘The debt cycle is now 5.8 years that would give us that we should be ramping up the final aspect of liquidity now into Q1- Q2 of 2027 and normally…
Raoul Pal on debt cycle and liquidity
The thing about El Niño that gets lost in the weather chatter is what it does to the price of food, and that's the thread JG Nuke is pulling on here. His starting point is pretty simple: take the temperature of the water…
JG Nuke on El Niño and food prices
Raoul Pal wasn't surprised by Kevin Warsh's rate hike at the FOMC, but he thinks it was a mistake. The real play is winning the political battle to prove independence because Warsh is obsessed with productivity, a theme…
Raoul Pal on Kevin Warsh FOMC rates
It is the scarcity of speculative capital that has forced funding into a single lane, leaving everything else dry. Raoul Pal points out that Bitcoin simply does not carry the same attributes found in the Nasdaq right now…
Raoul Pal on Bitcoin Nasdaq liquidity
Central banks are actively shifting their reserves toward gold, and JG Nuke sees this as a clear signal for Gold and Silver. The logic here is that while big market spikes might push Gold prices down temporarily, it's…
JG Nuke on Gold Silver and Central Banks
The market is expected to absorb multiple IPOs simultaneously, but the math gets shaky when you look at the numbers. JG Nuke states Anthropic will raise $100,000,000,000 via an IPO, which would dwarf the SpaceX IPO that…
JG Nuke on Anthropic IPO and Market Capacity
The clock is ticking on when companies decide to drop their latest numbers, especially if they wait past October. Holding off means the data snapshot will land right at the peak of that ugly token maxing trend instead of…
JG Nuke on Anthropic Q3 numbers
Raoul Pal keeps the portfolio strategy dead simple, sticking to BTC and L1 assets while listing specific holdings that include ethereum, solana, sui, plus a small amount of zcash. The entire trading activity for the year…
Raoul Pal crypto portfolio breakdown
The price of diesel won't stop climbing and it's hitting record highs every single day, which makes the whole situation look pretty grim. JG Nuke thinks the Anthropic S-1 will be the biggest event of this fall, assuming…
JG Nuke on Caterpillar and AI trade
Nobody can actually estimate what US GDP will look like over the next ten years because we are witnessing an adoption rate faster than anything ever seen before. It's a double exponent phenomenon that doesn't exist in…
Raoul Pal on Amazon robots and AI
Gotrilla is dropping some hard truths for anyone looking to jump into crypto, and the first rule is actually about patience. He tells new traders to use fomo as a method for trading on any blockchain because it's one of…
Gotrilla on fomo and memecoin risks
@freddenver
crypto charts and drama / 🫶
Ryan isn't buying the idea that Solana is just going to be a one-trick pony stuck on perpetual futures contracts. He's actually pushing back hard on that narrative because he thinks distribution is the whole deal for…
Ryan Solana Perps Robinhood Chain
Raoul says we should be racking up the liquidity of q1-q2 of 2027 now ‘The debt cycle is now 5.8 years that would give us that we should be ramping up the final aspect of liquidity now into Q1- Q2 of 2027 and normally…
Raoul Pal on debt cycle and liquidity
The thing about El Niño that gets lost in the weather chatter is what it does to the price of food, and that's the thread JG Nuke is pulling on here. His starting point is pretty simple: take the temperature of the water…
JG Nuke on El Niño and food prices
Raoul Pal wasn't surprised by Kevin Warsh's rate hike at the FOMC, but he thinks it was a mistake. The real play is winning the political battle to prove independence because Warsh is obsessed with productivity, a theme…
Raoul Pal on Kevin Warsh FOMC rates
It is the scarcity of speculative capital that has forced funding into a single lane, leaving everything else dry. Raoul Pal points out that Bitcoin simply does not carry the same attributes found in the Nasdaq right now…
Raoul Pal on Bitcoin Nasdaq liquidity
Central banks are actively shifting their reserves toward gold, and JG Nuke sees this as a clear signal for Gold and Silver. The logic here is that while big market spikes might push Gold prices down temporarily, it's…
JG Nuke on Gold Silver and Central Banks
The market is expected to absorb multiple IPOs simultaneously, but the math gets shaky when you look at the numbers. JG Nuke states Anthropic will raise $100,000,000,000 via an IPO, which would dwarf the SpaceX IPO that…
JG Nuke on Anthropic IPO and Market Capacity
The clock is ticking on when companies decide to drop their latest numbers, especially if they wait past October. Holding off means the data snapshot will land right at the peak of that ugly token maxing trend instead of…
JG Nuke on Anthropic Q3 numbers
Raoul Pal keeps the portfolio strategy dead simple, sticking to BTC and L1 assets while listing specific holdings that include ethereum, solana, sui, plus a small amount of zcash. The entire trading activity for the year…
Raoul Pal crypto portfolio breakdown
The price of diesel won't stop climbing and it's hitting record highs every single day, which makes the whole situation look pretty grim. JG Nuke thinks the Anthropic S-1 will be the biggest event of this fall, assuming…
JG Nuke on Caterpillar and AI trade
Nobody can actually estimate what US GDP will look like over the next ten years because we are witnessing an adoption rate faster than anything ever seen before. It's a double exponent phenomenon that doesn't exist in…
Raoul Pal on Amazon robots and AI
Gotrilla is dropping some hard truths for anyone looking to jump into crypto, and the first rule is actually about patience. He tells new traders to use fomo as a method for trading on any blockchain because it's one of…
Gotrilla on fomo and memecoin risks