Prev memecoin trader on Solana & NFT trader on Solanart Researching and trading Crypto and onchain 2023 Plumber of the Year 🎖️
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Backpack, the Engine for Internet Capital Markets and Tokenization.
frictionless.capital/article…
A thesis piece on how the United States is in the process of exporting its capital markets in the same way the dollar was tokenized with stablecoins and distributed over the Internet.
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Azebracake retweeted
JUST IN: 🇺🇸 CFTC announces the agency is establishing "clear" crypto market structure rules.
"It's GO TIME"
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Azebracake retweeted
yeah so basically trump got cocky after succeeding with venezuela and had a hot hand and decided to double down and strike iran in february thinking they could take over the country in a couple of weeks despite everyone telling him it was a bad idea and would drag on
nothing really happened and then Iran learned that they can actually close the strait of hormuz and were unsure if it would even work but now its become obvious they can do it and feel empowered. the iranians have a longer history as a culture and are slow walking trump as much as possible as they know that higher oil prices are going to ruin his odds in the midterms and weaken him
not only that but now higher energy prices are putting upward pressure on inflation and bond yields which has made the job of his new fed chair warsh who came in under a premise of potential rate cute but because of the iran war were entering a rate hiking cycle
the only person in the room who was trying to juggle all of this was scott bessent but after trying to juggle everything for so long he decided he was going to try and fight the bond vigilantes to lower bond yields and declared himself as the house. but he showed up to the bond fight with hardly any ammunition and now the bond market is calling his bluff and now the bond auctions are going terrible and he looks like a fool now
so now bond yields are surging export bans on diesel are being put in place as an act of desparation midterms are a total write off and the trump admin is about to spend the next two years probably fighting impeachment hearings while things continue to detoriorate and the funny thing about all of this is he won the presidency off the idea of no more foreign wars but its his own foreign war with iran that started this whole mess and now the free market is testing them all
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What does the 10yr going vertical mean for my second derivative launchpads on Jeremy’s Arc Blockchain
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Azebracake retweeted
June 25. BTC at $58K.
The signs were already there.
Alex 👽
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FYI @rainnen23 got phished and isn't in control of his account atm (he reached out on personal channels)
be careful and pls share
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The next bear market lows for BTC will be above $100k just think about that for a sec. Dream bigger
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Think we are close to this point. Don't know exactly when or why or how but balls are tingling
Rate hikes, Iran war/Oil/Inflation, mid-terms, Clarity act failing, ETF's dumping 600mil+ over the last week ahead of FOMC and BTC is still at $75,500.
Probably a very small window over the next month to buy the lows on BTC, most will not, the reversal will be quick, and onward to 100k we march
Doug Funnie mode
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Azebracake retweeted
Think we are close to this point. Don't know exactly when or why or how but balls are tingling
Rate hikes, Iran war/Oil/Inflation, mid-terms, Clarity act failing, ETF's dumping 600mil+ over the last week ahead of FOMC and BTC is still at $75,500.
Probably a very small window over the next month to buy the lows on BTC, most will not, the reversal will be quick, and onward to 100k we march
Doug Funnie mode
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Ahhh so that is who was buying spot on coinbase at 4am this morning, I thought that seemed odd.
Saylor liquidated 800 BTC in shorts himself before the sun came up, we are so back
Strategy has acquired 950 $BTC and repurchased $174M of $STRC. As of 9/20/26, we hold 846,000 BTC and $6.09B of USD Assets. $MSTR strategy.com/press/strategy-…
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robinhood:0x18e674231a58c239dc7daedcffe15ec3a24cff5c , One of the 4 robinhood chain infra coins I own that I think have 1bil+ marketcap potential
I loved the thesis early on when researching infrastructure plays on Robinhood in late Aug/Early Sept and it looks like the market is finally starting to agree with me
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Azebracake retweeted
The time we have been waiting for!
Audit complete.
Pashov Audit Group went through every line of PARE. 41 findings. 0 critical. 0 high. Every medium and low fixed and re-reviewed by the auditors. Full report below:
parestocks.com/audit
Huge thanks to @PashovAuditGrp and the team. Eight researchers, three days, and they found things we'd never have caught ourselves. That's exactly what you pay an audit for.
The fixes are already written, re-reviewed and sitting in the deploy queue.
Starting now and over the next few days:
→ The audited contracts go live on mainnet. New vaults, new accountants, new oracle, all verified on chain.
→ Series caps come off.
→ The treasury goes deeper into the pools. More liquidity on every series.
→ Lending opens to everyone, and pSPY won't be the only market.
→ New series. More tickers, and for the first time, one that isn't a stock.
→ Spice Flow goes live. Any chain, any wallet, one click into a split stock.
Two months ago this was an idea. Now it's audited infrastructure on the fastest-growing chain in crypto, with the only oracle that can tell a dividend from a split.
parestocks.com
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UpSideDownCat is the only good meme on Arc
It's funny, memeable and you get the upsidedowncat-3:native/USDC ticker
If it doesn't do well send the entire chain to 0
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Azebracake retweeted
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I have the opposite conclusion.
Fed cutting has been a two-year policy error that (hopefully) ends tomorrow with a hike (91% prob now).
This chart shows that since the Fed started cutting rates on Sept. 18, 2024, the 10-year yield is UP 1.30%
@AnnaEconomist @fundstrat
The odds of a serious Fed policy mistake are uncomfortably high and rising. Markets are all but certain the Fed will raise rates a quarter point at next week’s meeting, and are pricing in more to come. But the economy is already growing near potential (2% real GDP growth) and operating at full employment (unemployment a bit above 4%). Inflation is too high, to be sure, running above 3%. But much of that is the fallout from higher energy prices and tariffs, supply shocks that rate hikes can’t fix and that should fade on their own so long as inflation expectations stay anchored, as they have. If the Fed tightens to bring inflation down faster, it must push growth below potential, and that is hard to do without layoffs, rising unemployment, and igniting a self-reinforcing negative cycle. The challenge is even more complicated because AI-related investment appears to be powering the economy, while the non-AI economy is already struggling. To hit its inflation objective, the Fed either needs to rein in the AI boom or put even more pressure on the rest of the economy. Neither is a good outcome. Of course, it doesn’t have to choose either. It can wait.
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Azebracake retweeted
I'm sure you've seen Bundle Cat on the Pons home page recently.
Believe it or not, there's some incredible tech under the hood.
Learn about Mosh and our plans for $BUN in this article:
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They took over the market and helped spur Solana season in 2023 and 2024 and now it is complete and utter dogshit. @Phantom absolutely ruined what was once a Mount Rushmore crypto product
One of the biggest fumbles ever. From the best crypto wallet to a bloated spyware site full of popup ads and scams
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Don’t overthink it, sideways for now. Anchored VP is useful to see reactions at the extremes.
Final boss is above at 82.8k to shift weekly downtrend structure.
Two single prints below at 76k~ and 74k~ that I would expect strong reactions from if price tests them
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