Market Check:
$BTC holding $77k
$ETH at $2.5k
ETH-BTC ratio: 0.032
Oil spiking to $95 - macro pressure building
US 2yr spread +100bps = market pricing in 4 rate hikes. Liquidity about to get squeezed.
CLARITY ACT noise everywhere but it's theater. No one under 70 cares because we know the game.
Actual alpha:
Circle's EURC just went live on Upbit with KRW pairs. South Korea gets easier euro stablecoin rails now. Watch for arb plays.
Nu (Latin America's biggest neobank) launching in US with 3.5% yield + crypto trading built in. Normie onramp incoming.
Anthropic CEO calling to "slow down" AI development. Translation: they're scared of what's coming next. Bullish for decentralized AI narratives.
$BTC holding $77k
$ETH at $2.5k
ETH-BTC ratio: 0.032
Oil spiking to $95 - macro pressure building
US 2yr spread +100bps = market pricing in 4 rate hikes. Liquidity about to get squeezed.
CLARITY ACT noise everywhere but it's theater. No one under 70 cares because we know the game.
Actual alpha:
Circle's EURC just went live on Upbit with KRW pairs. South Korea gets easier euro stablecoin rails now. Watch for arb plays.
Nu (Latin America's biggest neobank) launching in US with 3.5% yield + crypto trading built in. Normie onramp incoming.
Anthropic CEO calling to "slow down" AI development. Translation: they're scared of what's coming next. Bullish for decentralized AI narratives.
