💥Main catalysts in the crypto world (04/10/2024)

-Avalanche ($AVAX): Has announced a $40M incentive program to encourage the growth of its ecosystem. This move could boost the value of $AVAX with the development of new projects.

-Grayscale ($AAVE): Has launched new funds for $AAVE, accessible to accredited investors, which could generate an increase in institutional demand for the token.

-Aptos ($APT): Franklin Templeton has launched a US government money market fund on the Aptos network, thus consolidating its legitimacy and favoring the institutional adoption of $APT.

-Mantra ($OM): Tokenomics update of $OM, with changes in vesting and inflation. Potential improvement in the stability and value of the token as it migrates to its Mainnet.

Bitcoin is approaching a liquidity zone with a lot of gas, which could quickly propel it to levels of $75,000.

This time, due to momentum, it could be the winner.

Many people are not interested in the traditional market because they believe it lacks volatility.

Check out this watchlist👇

I'm seeing interesting things on $DUSK

It's an altcoin from the RWA narrative that I have on my watchlist.

I've observed the following:

Possible insider buying

I've observed interesting withdrawals from this wallet: 0xb14025f7eb7717cff43e7a33b66d86eabd6bc7d7

At first glance, it might seem like something normal, but when I analyze it, I've seen that it has interacted with several pre-sale contracts, which would indicate to me that it belongs to an insider:
Mainnet launch

The project has recently launched its mainnet and it seems that they are doing things right. There are several catalysts that generate interest and attention.

On a technical level, I like it a lot and I'm waiting for a breakout of the accumulation that has been forming during the last few days👇

There is a high chance of a recession in 2025.

Personally, I am going to rotate 20-30% of my portfolio into defensive stocks.

5 stocks that could be undervalued👇

(from large cap to small cap)

I'm going to start rotating some of my longer-term capital into defensive assets, which tend to perform well in times of recession, if that's the case.

Would you like me to document the process publicly?

A while ago I received a promotion proposal from @coinexcom

You already know that I hardly do any and I only accept what I really like.

In this case, it is the $CET token and I liked what I saw:

- Good integration/utility in a growing CEX.
- Buyback and burn model with 20% of the fees generated by the exchange.

If Coinex grows, its token will grow too. Personally, I like tokens that are integrated into a real and profitable business model.

I joined a few days ago, and I already have more than 15% profit. On a technical level, in the medium term I like something like this 👇

I've been in the crypto sector for 6 years

Many of them obsessed to the point of spending sleepless nights.

I know this sector very well from the inside and I have discovered 6 realities that no one has ever told you👇

(it is important that you read this until the end)

Even though everything points to a crash in the near future, I don't see a mistake in going against the short-term trend.

The SP500 is at its highest, it's an election year...

What we have to watch is what happens after December.

It's possible that during these months we'll see big increases, perhaps the last gasps of this bull market in which we've been immersed for some time (we mustn't forget that).

Something that, for me, would make a lot of sense would be to generate a lot of euphoria, and then the final black swan would occur. That, without a doubt, would be what would do the most damage, and the market always looks for that, "unexpected surprises."

Time will tell.

What effect could today's rate cut have?

-Short term: Unpredictable.
-Medium-long term: EVERYTHING depends on whether it is accompanied by a recession or not.

We will have to keep an eye on Powell's subsequent speech and tomorrow's unemployment claims.

In the last 8 rate cuts since 1984, this is what has happened👇

The altcoins with the best momentum right now are: $SUI, $AAVE, $FTM and $ORDI.

This means that they are the ones with the most buying pressure and the greatest interest from whales.

Both $SUI and $AAVE are backed by fundamentals.

THEORY OF SHORTAGES-LIQUIDITY

A model that illustrates the future of the crypto industry.

(You won't like what you see)

Quick thread 🧵👇

In the markets, you win more by being distrustful than by being clever.

The current correction is completely normal.

What's more, we are in the Bull Market with the smallest correction compared to the previous ones.

Even if we continue to fall, I see a mistake in recapitulating and changing our bullish outlook for 2025.

I've been wanting to talk about the stock market for a long time.

A market also full of opportunities and very similar to crypto.

I think that investing in both sectors gives us a much more diversified and solid portfolio, especially if we work from €10,000 of capital.

New inflation data: 2.5%.

Objective achieved✅

Now we have to be alert to the drop of 25 or 50 points and to see if we are in a recession or a slowdown.

This will set the course for the markets in the following months.

In each rate cut, the S&P 500 corrects 42.5% on average over 6 and 12 months.

But there is one fact that we must take into account:

All these large corrections have occurred because these cuts came as a late response to a recession:

-2000 (-51%): Dotcom bubble.
-2007 (-58%): Global crisis.
-2019 (-35%): Pandemic.

However, historically there have also been other cuts in times of economic expansion, which were made to counteract only early signs of slowdown (as could be the current case).

In these cases, the corrections have been unremarkable.

Conclusions? The reduction of rates is not usually the catalyst for these corrections, but the crises that follow.

It is clear that the Fed cuts rates when it sees that "something is not working", but this time I doubt that we are facing a strong recession, but rather a mere slowdown.

#NewProfilePicture

Attention:

Tomorrow this account will change from Criptoniano to Joel Jordana.

The time has come to transition👀

Pay attention to this indicator:

-Orange valleys indicate bull markets.
-Blue valleys indicate bear markets.

We have entered a blue zone for the first time since December 2023.

These valleys can last a few months or be longer👇