robustus-1

I think what annoys me the most about short term traders, especially re Bitcoin, is that the asset is really interesting on a long term fundamentals basis, but traders choose to think about really dumb & boring stuff 98% of the time: lines on charts, short term reactions, etc.

Very annoying how tradfi/media talking heads confidently talk about "stablecoin"

They made the word singular cuz they're totally ignorant about the sector. Can't differentiate one stablecoin from another; just one amorphous blob to them

They did this with "blockchain" 10yrs ago

JP Morgan got paid $20mm to bring $CRCL to market at $31 nine days ago.

Now this:

Someone forgot to tell $CRCL there's a new war on

Was ETH on the IDF's target list?

Dumping BTC in response to middle east news is still one of the dumbest things traders do. And traders are pretty dumb.

So Circle is trading at >4x the IPO price 2 trading days after list, in an otherwise flat market

So bankers still have *no idea* about the crypto world, how to price stuff, how to think about demand, etc

If Circle shareholders weren't getting so rich anyway, they'd be pissed ;)

Vai Elons ir arī Ethereum izpilddirektors?

During the campaign:

- Vivek was talking about firing 50% of fed workers

- Elon was talking about $1T+ in cuts

None of that is even remotely happening. Not surprising Trump admin failed/chickened-out, but it's disappointing. Was a unique opportunity.

Time for plan B(itcoin).

Stock sites don't show company logos next to price quotes, but crypto sites almost always show the project logos everywhere.

Does it make sense to treat them differently?

Bitcoin cena un ROI kopš katras iepriekšējās Picas dienas:

Maybe bitcoin is the new 'bond vigilantes'

Let's just reflect, for a moment, on how much all the bitcoin haters must despise days like today...

I think at some point exchanges will just start listing an additional "SATS" instrument. Ratio of BTC to SATS 1:100,000,000.

For reference, NYSE lists both BRK.A and BRK.B. Same asset (ex some voting rights stuff); ratio of A:B is 1:1500.

Plenty of precedent.

BTW, if you're mad at Coinbase for the data leak, fine, but you should be 10x madder at the government for requiring that businesses like Coinbase collect and store your personal information in the first place.

Right now, $HYPE FDV is 26% of $SOL FDV. That is:

"Zeltam ir bijusi tik neticama, vēsturiska attīstība pēdējā gada laikā, tas noteikti pārspēj BTC, vai ne, vai ne?"

Nē. Visos vairāku gadu laika posmos līdz šodienai Bitcoin pārspēj zeltu, ļoti daudz."

Starp citu, ja eth:btc attiecība būtu palikusi nemainīga kopš The Merge, ETH šobrīd tirgotos par $7904 ¯\_(ツ)_/¯

BTC doesn't know if it's gold or nasdaq today.

Should just pick whichever one is going up ;)

Ja es būtu jauns analītiķis, kurš cenšas izveidot savu vārdu, es uzrakstītu ziņojumu ar nosaukumu "Vērtību investēšana kriptovalūtās" un atrastu virkni zemu "PE" projektu, salīdzinātu naudas plūsmas, bilances, izturību, aizsargjoslas utt. Iesāktu to tradicionālās finanses vērtību investēšanas valodā un sagatavotu PDF, kā JP Morgan ziņojumu.