StocksPlot

Reasons to be bullish: - Fed just did a large QE buy post a rate-cut - M2 money supply keeps climbing - Sideline cash at ATHs and APYs on that cash is dropping (cash likely floods into assets for yields) Reasons to be bearish: - Japan dumping ETFs, Yen carry trade is concerning - AI bubble threat is real as corporations are not adopting AI as fast as predicted - Crypto's 10/10 liquidation massacre has destroyed sentiment Which side are you on? #Markets #Crypto

If BTC fails, all crypto will fail. Buying BTC through the ETFs or a custody service gives you complete anonymity. ZEC is pointless

Isn’t this exactly what would happen in a government-sanctioned break-up? What are you suggesting is the alternative?

Is bitcoin safe?

Every time crypto has a run up, a “crypto expert” comes out and talks about negative things that may or may not happen. Hmmmmm

I won’t believe we’re in a bubble until Anthropic buys Sports Illustrated so they can have si.com

A job report that increases the chances of a rate hike just instantly dropped the market 1% Algos are in control

Sell in May?

NBA talk: I just don’t see this finals being all that competitive. Knicks have been playing great, but nobody considered them to be a championship threat all season until they whooped up on the *checks notes* 76ers and Harden-lead Cavs… Spurs will be the best offense and defense Knicks have played all playoffs. Knicks will be the 3rd best defense and arguably 1st or 2nd best offense. Spurs will get good looks every single possession. Brunson is a liability out there. Knicks will have to work for their shots. KAT will need to have a monster series AND the Knicks shooters will have to shoot hot just for this series to be competitive. It can definitely happen, but so much has to go right for the Knicks just to make each game even close. Spurs sweep is a legit possibility, but I’ll go with Spurs in 5.

Once Bitcoin devs implement quantum resistance, what’s the bull case?

I genuinely don’t get the zcash:native bullishness. Feels like a coordinated effort by influencers to pump the price. It’s a less-proven Bitcoin that is quantum resistant and private. But Monero is the privacy coin everyone who requires privacy uses. Once Bitcoin becomes quantum-resistant, what is the bull case for Zcash? Does anyone actually use it?

1) quantum is nothing to worry about. Wallets will be secured well before quantum is an issue. If they require new wallets and leave the old coins susceptible to hacks, Google will be the first entity capable of breaking the encryption and will take Satoshis coins then donate them back. That’s worst case scenario 2) agent-to-agent commerce will be huge, and crypto is the obvious choice here. I assume SOL is the big winner here, but could also be stables (in which case maybe Circle stock is a big winner) 3) the reason I specifically like BTC is simply because it’s a global asset, which everyone on the planet can buy. It has a bad narrative on it now but that will change. Want to buy AI? Which asset will you buy - Google? NVIDIA? Microsoft? There are lots of options. If you want crypto, you buy bitcoin. Once narrative shifts back positive, it will 🚀

My prediction is Google will steal them if they’re available and then donate them back to the Bitcoin Foundation

My Bitcoin/Quantum take is very simple. 1) Bitcoin core team will come up with a quantum-resistant plan well before quantum attacks are relevant 2) the primary concern is what will happen to Satoshi’s coins (and others that don’t migrate to the upgraded wallets). In my view, this is not a concern because for a simple reason: the first quantum computer will 99% likely be from Google, and they can take the coins and store them themselves. Google can work with the community to determine what to do with them. The worst case scenario of hackers stealing satoshis coins and dumping them on the market is not realistic at all. Google can be the hero in the story and take them years before a hacker group can get their hands on a quantum computer.

That was before every single person’s 401k buying into index funds on a biweekly basis

We’re in a K economy. People are either struggling or prospering

Oof They launched a successful streaming service over that time too. Brutal

With high end slabs, especially modern, the supply will continuously go up as sealed gets ripped -> cards pulled -> cards graded Sealed supply will continuously go down as sealed gets ripped. That’s to say, sealed will do fine even if overall demand falls. People collecting today that won’t be here in a year, but then come back in 3 years will remember 151 and prismatic

Bitcoin integration?

Why do traders keep levering up?? 😭

Oof