Aguaty @StrarTrading
Joined September 2019-
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$BIO update: Since the thread, price went from ~$0.065 to sub-$0.04 and has been consistently selling off. The point wasn’t that BIO is useless — it was that the DeSci / biotech narrative was being priced far ahead of proof. So far, that looks correct. Good flywheel, but hype ≠ retention.
1/ Bear case for $BIO: The token has a real flywheel, but the current move looks more like narrative repricing than confirmed protocol usage. BIO is being traded as a biotech / Eli Lilly / GLP proxy, but that connection is extremely loose.
$TSLA $420 is a good number. $1K+ is even better.
I'm still crazy enough to believe $TSLA can have another run to $1K+ from here. Long overdue for a send to catch up with the price action we've seen from a plethora of the other majors. Think the Elon drama has run its course for long enough and the bottom is in. Not a matter
STARTS NOW 📻Pete Najarian @petenajarian joins Jason DeRusha @DeRushaJ 5:15pm CST Drive time 🚗 on @wccoradio Minneapolis #GiddyUp
@TheJMSM21 @BetclicPortugal Erro muito grave da Betclic. A aposta é clara e sem caveats - 1 •jogada OFENSIVA A equipa de suporte admite o erro, retiram a aposta do mercado nos jogos em calendário e recusam se a pagar ao apostador que tem uma aposta vencedora. Como ficamos @BetclicPortugal ?
Eth coins rallying hard, $OP $LIDO $ARB while eth/btc bottoms. These 3 are running hard
$SOL below 100$ is a steal under this conditions
All in
JUST IN: 🇺🇸 SEC may notify issuers about Spot #Bitcoin ETF approval as soon as Tuesday or Wednesday, Reuters reports.
There’s no way this thing doesn’t become a 7-8T market this cycle. Plan for it.
Some AI “math” from todays baseline: Chips improve by 2x next year Models improve by 2x next year Capex scales capacity by 10x next year Means that whatever you see today will be ~40x better in a year and another 20-40x better a year after that. So we can expect 800-1600x by 2026. What won’t be possible is probably the better question.
People will charge you +$1000 to explain to you how fundamental analysis works. Here is a thread completely for free. This is the exact same analysis I do for each project I invest in that gave me 500x on average. No fancy shit, only real insights. Save it, share it. Thread!🧵
Humanities degrees should cost $5,000 yearly, ~$500 per class. If these degrees were $20,000 in total over four years/40 classes, they would be very popular Someone should create this product as a startup… find a cheap space to host classes & strip out all costs that aren’t teachers/essential. At $100-250k, these degrees are wildly disconnected from reality and a luxury product for elites.
Treasury yields have risen so much they've completely snuffed out the risk premium offered by emerging-market bonds. Great chart by @SriniSivabalan bloomberg.com/news/articles/…
1/6 The state of the stock market in five charts. Friday's close, the S&P 500 (blue) correction is now 7.95% (red), the largest since the market bottom a year ago (October 12, 2022). This correction is bigger than March, when everyone was hyperventilating about bank failures.
Crypto Watchlist for the week ahead: $FXS - FRAX v3 deployment has started and will be completed in the coming weeks $BNB - Binance SEC hearing is scheduled for Oct. 12 - grab your popcorn🍿 $APT - ≈$23.8M worth of $APT will be unlocked on Oct. 12 • $RDNT - Radiant Capital's launch on Ethereum was rescheduled to Oct. 15th. It will likely end up being a "sell the news" event, but I think that it will help Radiant to attract more TVL in the long run $SNX - Synthetix Perps V3 is coming + Infinex (a CEX-like front-end project) launch is around the corner + Synthetix is launching on Base soon. $SNX is one of the tokens with several mid-term catalysts And that's it for this week. If you enjoyed reading this, a like + retweet would be much appreciated🫡
1/11 The hottest topic in the markets is how much higher rates will hurt. It may not be that painful. Non-financial corporations are getting a bigger benefit from higher interest income than the drag from higher interest expenses. Their financial position is improving. 🧵
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