Institutional-grade speculation by @dankrupk connectioncapit.substack.com…
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The 10-year Treasury bond yield is breaking out. This may be related to the US's upcoming diesel export ban. Countries may retaliate by selling US bonds, but Scott Bessent has ~1 trillion ready to buy them out. Was this the plan all along?
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Tron tron:native is clearly in the crosshairs of regulators as it relates to the war in Iran, but they are unlikely to act until after the midterms.
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The DXY is close to breaking above resistance on the monthly chart. If it does, what comes next will be the fifth and final wave in the DXY bull market that started in 2008. It will take time to play out.
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The risk that a major crypto company like Binance could be sanctioned due to ties to Iran remains underpriced.
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The odds of the CLARITY Act have been quietly rising since a revised version of the bill was tabled. A vote to proceed with an actual vote on the bill will occur on Tuesday, September 15th.
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Gamestop $GME daily RSI looks identical to the days leading up to the melt up in May 2024, triggered by the return of Keith Gill AKA Roaring Kitty. Will history repeat?
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The launch of Hunter Biden's LAPTOP memecoin on Base is likely to cause ethereum:native's price to rise later today as speculators will presumably need to buy ETH to buy LAPTOP.
The same thing happened to SOL when the TRUMP memecoin launched; SOL rallied by over 60% in a matter of days. ETH's rally probably won't be as big, but still noteworthy.
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What we're seeing right now is a bit complex. Stocks are in the late stage of their cycle. In the late stage of the stock cycle, you see higher risk, higher reward assets like crypto rally.
As stocks melt up in the coming weeks, crypto will rally as well, and this will give the impression that we are at the start of a new crypto bull market (and many people believe this already).
However, it is likely that the current crypto rally is just normal late cycle behavior in the broader macro context - it's an echo - a consequence of the 'final' blow off top for stocks in this cycle.
When stocks start crashing later this year or early next year, crypto will not be spared, and will likely fall to even lower lows sometime in 2027 before recovering for the actual next bull market.
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In his last livestream on June 7th, 2024, Keith Gill AKA Roaring Kitty did technical analysis on $GME . He pointed out that the early 2024 rally started once prices had retested the 2021 breakout level (blue line).
If history repeats, then GME could be on the brink of another parabolic run, because it recently retested the 2024 breakout level (yellow line). Gamestop reports earnings tomorrow, which could be a bullish catalyst.
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When it comes to what's illegal in crypto, authorities rely on blockchain analytics firms. Some of these firms are hostile to crypto, whereas others are loyal to it.
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Major milestones in Bitcoin's history appear to have happened within 2-3 months of US government debt hitting a major milestone. What will happen this time?
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