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Great article talking about how reflexive ETH will become after ETH2. I have made similar points in this journal in the past https://blog.bitmex.com/eth-flexive/ ETH will become a huge bubble at some point. Buy and sell at the mania is likely to outperform most other strategies

https://www.bridgewater.com/research-and-insights/an-update-from-our-cios-transitioning-to-stagflation Bridgewater is betting on stagflation and I tend to agree. I'm bullish Gold, Bitcoin/Ethereum

The Fed is giving the first hints of a pivot today (no guidance, slower pace of hikes) plus the Ethereum merge is coming. ETH is a buy, BTC probally too but I think ETH has more upside

Bought a bunch of ETH today here at 1250. Great entry point for BTC and ETH right now IMO

Be dumb or a genius but the 100 IQs are the worst when it comes to crypto

Classic Nothing has changed. This feels like 1974 all over again. Back then Gold got crushed by 50%, so did equities. Bonds were collapsing (so interest rates were rising). Yet it was the best time to buy inflation hedges, gold did a 8x from there, art/collectibles and real estate did great...

Back in 2017 there were several times where USDT depegged down going as low as .86-.90, yet, nothing happened. This was back when the company was super obscure and the Fud was in full force I dont know what will happen but I would bet the peg holds and without much difficulty

Funny how he says they were not involved in the bailout, he did not say he didnt use the company funds to reach for yield in the UST ponzi stable that is now collapsing. I suspect he did

No idea if this is true but fyi I bought some $COIN (coinbase stock) at the open today. Looking cheap af

I'm not sure but I think he is joking. In any event, Dogecoin is the same as Bitcoin but actually fun (instead of having tons of toxic people), dog people are usually fun to talk to, so its a fun store of value. I wouldnt underestimate it

Good thread

I realized what was my mistake on missing out BAYC. I was trying to analyze this as typical NFT project, so the prices never made sense to me. But now I think I understand a bit better what is going on. To me, Yuga Labs and BAYC look like a classic Soros style Reflexive bubble, people use the...

This Russian war might be to certain strategic assets what covid was to tech stocks (ZOOM, etc) What assets can be considered strategic? I'm thinking Energy, gold (given that the USD can be used as a weapon), microchips (Taiwan accounts for 92% of the worlds semiconductor manufacturing capacity)...

Crypto already competes with 6-8% yields in stablecoins from DeFi protocols. 1% rates in insolvent banks is nothing. Rate hikes don't matter But hey, dont quote me on this

Dont quote me on this but we had 2 BTC dips of 50%, and an stagnant market for about a year. I think that is enough to drive all the weak hands, non-believers, tourists and levered gamblers. I think 2022 will be a monster year for crypto and NFTs. Uponly

Respect Jay Peg, he died so you could get rich on NFTs

The best barbell portfolio for the next 5-10 years is short-term US treasuries + JPEGs

TradFi scratching their heads. Ethereum is now a country and if the currency ETH tanks, exports (NFTs) soar