Not-so-daily Vol 2025-06-26
Lots to agree with in this post from Cav.
'Summer lull' thesis feels like a late-bear thesis after getting shook up from the war.
Contrast to the backdrop of a weakening dollar.
Trump wanted tariffs and he got them.
Trump now wants lower rates.
He'll probably get that too.
Positioning (l/s ratio 2:1)
- Long BTC and HYPE
- Short Alts; SOL, TRUMP, WLD, VIRTUAL, KAITO, SEI
Will be adjusting long:short ratio as we approach resistance and support, but want to accumulate more longs over the summer🫡
🕹️ Currently trading mostly on @Lighter_xyz
Closed beta. Early. Points. ZK-tech. (still) 100% 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.
The Summer Offensive
The dollar is breaking lower
HY and C's contracting and still have lots of fuel post-blowout
Trump has captured the fed and is telling you where rates are heading
Bessent is running Yellenomics
Big bootyiful bill gonna pass
The most successful businessman on the planet could not stop the train
Equities are heading into price discovery while positioning is offside
CT consensus is "summer chop" and "alts are dead"
Well my friends, we may just have the Big Beautiful Backdrop to send the coins so much fucking higher into the second half of this year
This is the Summer Offensive, not summer chop
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