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hansolar21
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Longing chaotic evil and shorting lawful evil to arb some chaos premium
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hansolar21
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somebody in my chat asked me if HYPE is a good short i proceeded by showing them this chart
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Daily Vol ed. 2025-05-02 ⚖️🐂 Not sure about short term direction atm, so defaulting to bullish BTC with a longer timeframe 😅 We're close enough to 100k to chop around for a bit. It likely won't be broken through in one go. But the backdrop is looking pretty good. - Bitcoin CB premium continues to be positive. - Long-term options skews also in fairly deep bullish territory. So i see a confluence of large players buying with longer term optimism returning to healthy levels. MSTR - The additional 21b is somewhat expected. - What decides whether this is feasible is dependent on the mnav. - Will be monitoring regularly - There may however be some compression, due to competition from 21. - On the flipside, Quinn and some others think MSTR topped. Position Changes - TP’d alt longs(partial HYPE & full FARTCOIN) and added some short hedges as we took out a fairly large liquidity pocket at 96k. - ETF flows seem to have slowed after the flurry of buying activity last week. - Retail still buying stocks, but some indicators(Mc Donalds traffic) showing weakness here so no need to be aggressive on alts. https://t.co/KHcgqxgdEO https://t.co/ahCrowV63h Positioning : Long BTC with hedges Long BTC HYPE Short WLD WIF ENA TRUMP Positives - 21 joins the MSTR game - Continued BTC/SPX strength - Macro bottom call from Felix based on extreme pessimism - LT bitcoin skews still bullish - Treasury buybacks news Negatives - FOMC derisking - Retail still buying dips - Julian Brigden, JPM - Debt refinancing wall in summer - Michael Howell - Federal student loan maturity starting in May - Anna Wong - BTC etf 1b inflows have marked tops 🕹️Currently trading mostly on @Lighter_xyz Closed beta. Early. Points. ZK-tech. 165% apy LP-Vaults. Backed by big names. Use link to join the party. DM for access as I'm running short on codes. Only serious players apply.
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From the perspective of an AI, humans participating in jeopardy must look like such silly business. Kind of like humans watching snail racing 🐌 🏁
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Daily Vol ed. 2025-05-01 ⚖️🐂 Leaning towards upwards continuation, mainly due to announcement regarding treasury buybacks. Liquidations around 96k looking ripe for the taking. The “risk-on” alts; HYPE FARTCOIN leading the charge. For targets, I like BTC around 100k and SPX around 5800 https://t.co/QL3ZPAkUDi Key is to not overtrade this area. Positioning : Long BTC and alt-leaders with hedges - Long BTC, HYPE, FARTCOIN - Short WLD WIF TRUMP Positives - 21 joins the MSTR game - Continued BTC/SPX strength - Macro bottom call from Felix based on extreme pessimism - LT bitcoin skews still bullish - Treasury buybacks Negatives - Hawkish Powell - Retail still buying dips - Julian Brigden - Debt refinancing wall in summer - Michael Howell - BTC etf 1b inflows have marked tops 🕹️Currently trading mostly on @Lighter_xyz Closed beta. Early. Points. ZK-tech. 165% apy LP-Vaults. Backed by big names. Use link to join the party. DM for access as I'm running short on codes. Only serious players apply.
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bart or breakout that is the question
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