well $LLY sending.
$ZEC meh.
$XMR sent off of the hack.
plumber mode.
some plumber trades I like setting up
$LLY just gunning, trades mostly inverse to broader equities which I like in this environment
$ZEC inverse looks ready to create some rounded bottom here for a move lower
$XMR usually lags zec after major moves and is looking trendy
Show more
all you should take away from the nance exploit is that the industry needs more transparency and not less.
whether you believe in conspiracy theories or not, we created the blockchain so that events like this can be understood to create a more robust system.
hyperliquid.
Show more
hyperliquid comfy hold
prob most underpriced in the vertical is $ZRO
swept 1.50s and monitoring now to see how a base forms (june '25 till now)
that larger accumulation breakout to 4-5 will also be dependent on how ATLAS performs once it goes live.
for now, nibbling a bit.
hyperliquid has the best HFT structure out of any token in crypto, hence my focus on perps vertical for a bit.
Show more
parabola breakdowns take longer to bottom than most people think
it's also why I think BTC could range a bit lower for longer than people think here (vs. many ppl thinking we giga send post midterms)
same with memory and ai stocks looking fried after insane 10-40x parabolas from past 2 years
new opportunities will always come
waiting.
Show more
sndk/mu/memory all look fried - lot of equity traders I spoke with are diamond handing their positions since they're up multiples (complacency)
btc/eth/sol - all at giga resistance (not sure how deep we'll bleed)
alts - all broke HTF structure except maybe like 1 (zec is strong but could make the argument that this is the complacency bounce)
not trying to bear hole too much (we've been bearish for a month on the flowstate pod) but you just can't look at a lot of these charts and say they look great
we're at key levels across the board so I expect some volatility to chop around perp traders pnl wise and sentiment wise (me included), but will let the weekly charts guide my overall bias
looooong week ahead.
Show more
was free yday.
$SNDK
let's see if that was the reversion on memory before lower
btc bounced w memory to 81.4k but gut says 77k coming
alts still look not great esp. near and pump
goodbye coins.
let's see if that was the reversion on memory before lower
btc bounced w memory to 81.4k but gut says 77k coming
alts still look not great esp. near and pump
man...10/10 and now this...
hyperliquid.
thought I was being too bearish on stream.
man the markets.
FLOW STATE EPISODE 12: SHOKU MODE.
memory shrekt at market close.
$SNDK
charts from the stream:
$SOL after two years of the distro top we had a nice pop into the breakdown level, not convinced we go meaningfully higher from here
$SNDK i'm only 10iq with what's happening in AI land but a lot of these charts look like the bubble has popped, i get the idea that there are bottlenecks and memory is backed up until 2030, but the parabola has priced that in
$HYPE is just in a slow but steady uptrend, has already been trading on its own compared to the rest of crypto, probably the one play i'm long on paired w memory shorts
$GOOG originally thought the mag7s would catch a bid as value shifts from bottleneck -> consumer/software but just like the crypto bubble nuked everything i think everything adjacent to AI will also just bleed
bull market somewhere, time to find it.
Show more
charts from the stream:
$SOL after two years of the distro top we had a nice pop into the breakdown level, not convinced we go meaningfully higher from here
$SNDK i'm only 10iq with what's happening in AI land but a lot of these charts look like the bubble has popped, i get the idea that there are bottlenecks and memory is backed up until 2030, but the parabola has priced that in
$HYPE is just in a slow but steady uptrend, has already been trading on its own compared to the rest of crypto, probably the one play i'm long on paired w memory shorts
$GOOG originally thought the mag7s would catch a bid as value shifts from bottleneck -> consumer/software but just like the crypto bubble nuked everything i think everything adjacent to AI will also just bleed
bull market somewhere, time to find it.
Show more
this is a pretty accumulation chart on hypurrs
lots of hl folks who prob won't ever sell
interesting.
streaming in 40.
man so much happened today.
crazy that hyperliquid is a better barometer now for market strength than btc.
higher.
Interesting
just zoom out and chill
hyperliquid.
let's see if that was the reversion on memory before lower
btc bounced w memory to 81.4k but gut says 77k coming
alts still look not great esp. near and pump
sndk/mu/memory all look fried - lot of equity traders I spoke with are diamond handing their positions since they're up multiples (complacency)
btc/eth/sol - all at giga resistance (not sure how deep we'll bleed)
alts - all broke HTF structure except maybe like 1 (zec is strong but could make the argument that this is the complacency bounce)
not trying to bear hole too much (we've been bearish for a month on the flowstate pod) but you just can't look at a lot of these charts and say they look great
we're at key levels across the board so I expect some volatility to chop around perp traders pnl wise and sentiment wise (me included), but will let the weekly charts guide my overall bias
looooong week ahead.
Show more
you can feel it more today now.
think you just turn off the switch on equities for now and return back to coins.
lots of decent setups across the board.
$ZEC / $ZAMA / $XMR
$ZRO / $LIT
and a few more.
onchain $CARDS looks the best.
Show more
the way I see it…I rather short equities on any bounce monday/tuesday than coins.
crypto is always the highest risk beta and we top first bottom first.
everyone is eyeing 80k as the level to hold and it’s probably just a gamble to predict a mega nuke or giga send from a break or hold of said level.
some interesting coin setups after a nice 30-40% retrace and equities look a lot cleaner for bearish setups.
trade all markets.
Show more
plumber mode.
nice candle.
$LIT
after the triple impulse short setup played out, I am now interested in buying some cheap $LIT again.
slow buys.
plumber mode.
