Marketing campaign for an always-on agent that starts a successful business without your knowledge and deposits the profits in your bank account without your consent.
Market Bubble ep.21: my full conversation
0:00 - CASHCAT, Stonk and the launchpad race
11:04 - Tokenized stocks and the next onchain trade
22:43 - NFTs, memes and finding 100x trades
43:01 - Meta, ansem(io) and crypto security
54:58 - Bitcoin, Hyperliquid, AI mining and Ethena
Markets are repricing inflation and rates: Brent >US$100, US 10Y at 5.1% (highest since 2007) and October hike odds ~64%.
For bitcoin:native, this dynamic is reflected in a stronger inverse correlation with Brent on selected macro event days: -0.53 vs -0.36 overall.
Market internals continue to weaken, with the percentage of S&P 500 stocks trading above their 20-day moving average falling below 30% for the first time since the market came under pressure back in March.
Read the full note in today's Morning Print. 🌤️
MARKETS INCREASINGLY PRICE TWO MORE FED RATE HIKES AFTER GOVERNOR MICHAEL BARR SAID FURTHER TIGHTENING MAY BE NEEDED, WHILE IRAN’S PRESIDENT SAID TEHRAN WILL NOT ALLOW FREEDOM OF NAVIGATION THROUGH THE STRAIT OF HORMUZ UNDER SANCTIONS AND A U.S. BLOCKADE; THE U.S. IS ALSO WORKING WITH REFINERS ON VOLUNTARY LIMITS TO DIESEL EXPORTS.