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hansolar21
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那么... 超流动资产何时会在 @Rabby_io 上显示
我希望在2025年之前获得一点自信提升
免责声明：含第三方意见，不构成财务建议，并且可能包含赞助内容。
详见《条款和条件》。
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don't fall for the reverse 'sell-the-news' event on Saylor's 1.9b purchase guys it's april fools tmrw, remember?
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onchain robinhood = lighter?
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Daily Vol ed. 2025-03-31 🐻 Still bearish at least until the 2nd US time. With Nikkei opening very red, it looks like the whole world is panicking into liberation day. - SPX futures down, US yields down, JPY up Not great for South Korea too 😭 Will need to work harder to earn the dollars back for my country. Hard to bid crypto in this environment. Who's gonna bid here before liberation day??? 👉 Literally no one. Positioning : Continuing to hold shorts Positives - GME Convertible Note > $1.4b CN announced on 26th > Guessing it takes 5-10 days to close; so April 2 and April 9, 2025? - Orderbook demand increasing; positive for futures and spot - Tom lee thinks there’s a possibility of a reversal on liberation day Negatives - Skews still negative - 81k being defended atm. Doesn’t look great though. No spot follow though. On my to-read list today 🤗
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Daily Vol ed. 2025-03-28 🐻 Got SL’d out on my GME-news longs yesterday on the dip Decided to get straight back into longs and TP’d today on the bounce. Very lucky here. Portfolio made a slight profit overall. Now generally bearish. Positioning : Short BTC, ETH, XRP, FARTCOIN, etc Positives - Seeing signs of macro growth revisions. Maybe we’re bottoming? - End QT, but we're in a fiscal dominance regime and Elon is cutting jobs. - GME 1.3b Raise. Keeping this in mind, but not sure what it’ll look like on the tape. Negatives - Tariffs : No idea what'll happen, but uncertainty is bad. - US Tax szn incoming in April - LT Skews : Trending more bearish. This is an important HTF indicator for me. - Coinbase Premium : Negative - Spot orderbook consistently top heavy. There’s a big buyer on futures, but not sure what they’re angle is. - TA : Top of the range - Weekend risk : Wouldn’t be surprised if Sunday seller returns Stablecoin meta might still be a decent pair to trade : Long CRV / Short ENA Long CRV - Low emission - Everyone seems to be launching a stablecoin, so picks &shovels play Short ENA - Stablecoin act prohibits yield - Higher inflation
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