InfinityInCrypto
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InfinityInCrypto
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My plan for TOTAL3 — where I’d be aggressively accumulating spot.
Ideally:
Bitcoin goes into a range / sideways, dominance drops, and liquidity rotates into alts.
We get the first impulsive moves on altcoins, then BTC gets pushed higher, and alts follow with a full-blown run — straight to a “to the moon” phase 🚀
#total3
Ideally:
Bitcoin goes into a range / sideways, dominance drops, and liquidity rotates into alts.
We get the first impulsive moves on altcoins, then BTC gets pushed higher, and alts follow with a full-blown run — straight to a “to the moon” phase 🚀
#total3
Is Binance tightening control over market makers?
In the new guidelines for MMs and token issuers, Binance outlines the following:
⚪️ Issuers must promptly disclose all market maker details to the platform.
⚪️ Profit-sharing agreements and guaranteed returns with market makers are prohibited.
⚪️ Token lending agreements must clearly define how the tokens can be used.
⚪️ Binance promises swift enforcement, including blacklisting market makers who violate the rules.
#news
In the new guidelines for MMs and token issuers, Binance outlines the following:
⚪️ Issuers must promptly disclose all market maker details to the platform.
⚪️ Profit-sharing agreements and guaranteed returns with market makers are prohibited.
⚪️ Token lending agreements must clearly define how the tokens can be used.
⚪️ Binance promises swift enforcement, including blacklisting market makers who violate the rules.
#news
Macro Update: Mixed PMI Signals - Perfect Conditions for “Helicopter” Price Action
Fresh U.S. PMI data for March just dropped, and the readings came in highly mixed. For the order books, this is like a red flag.
📊 The numbers:
• Manufacturing PMI: Actual 52.4 | Forecast 51.5 | Previous 51.6 📈
• Services PMI: Actual 51.1 | Forecast 52.0 | Previous 51.7 📉
What it means:
A clear economic divergence. On one hand, manufacturing is picking up, which is inflationary and sends a more hawkish signal to the Federal Reserve.
On the other hand, the services sector - a massive part of the U.S. economy - is cooling off and missed expectations, which is risk-on supportive.
For algos and HFT desks, this is a perfect setup to shake both sides.
Some models will sell the strength in manufacturing, while others will buy the weakness in services.
Market reaction & strategy:
Right now, the U.S. Dollar Index is likely to whipsaw in both directions, and in crypto we’ll get that classic choppy, high-volatility price action - stop hunts on both longs and shorts.
Market makers love this environment to farm liquidity.
Stay level-headed and protect your capital.
#news #macro
Fresh U.S. PMI data for March just dropped, and the readings came in highly mixed. For the order books, this is like a red flag.
📊 The numbers:
• Manufacturing PMI: Actual 52.4 | Forecast 51.5 | Previous 51.6 📈
• Services PMI: Actual 51.1 | Forecast 52.0 | Previous 51.7 📉
What it means:
A clear economic divergence. On one hand, manufacturing is picking up, which is inflationary and sends a more hawkish signal to the Federal Reserve.
On the other hand, the services sector - a massive part of the U.S. economy - is cooling off and missed expectations, which is risk-on supportive.
For algos and HFT desks, this is a perfect setup to shake both sides.
Some models will sell the strength in manufacturing, while others will buy the weakness in services.
Market reaction & strategy:
Right now, the U.S. Dollar Index is likely to whipsaw in both directions, and in crypto we’ll get that classic choppy, high-volatility price action - stop hunts on both longs and shorts.
Market makers love this environment to farm liquidity.
Stay level-headed and protect your capital.
#news #macro
Macro update: the labor market and manufacturing are giving the Fed free hands
A fresh batch of macro data just dropped, and the numbers perfectly reinforce Jerome Powell’s hawkish tone from yesterday. We’re seeing the classic setup: good news for the economy = bad news for the markets.
📊 Breaking down the raw numbers:
• Philly Fed Manufacturing Index (Mar): Actual 18.1 | Forecast 8.3 | Previous 16.3 — manufacturing is showing a strong jump, coming in more than 2x above expectations.
• Initial Jobless Claims: Actual 205K | Forecast 215K | Previous 213K — lower than expected. The labor market remains tight and strong.
• New Home Sales (Jan): Actual 587K | Forecast 722K | Previous 712K — this is where it hurts. Housing sales dropped off hard. The real estate sector is struggling under high rates.
What it means for us:
This data gives the Federal Reserve a solid argument not to rush into rate cuts. The economy is holding up: unemployment isn’t rising, and manufacturing is picking up.
Yes, housing is cracking, but as long as inflation and the labor market stay hot, the regulator won’t back off.
For crypto and equities:
Short-term, this is a bearish signal. The US Dollar Index (DXY) gets fuel on this kind of data, pulling liquidity away from risk assets.
#macro #news
A fresh batch of macro data just dropped, and the numbers perfectly reinforce Jerome Powell’s hawkish tone from yesterday. We’re seeing the classic setup: good news for the economy = bad news for the markets.
📊 Breaking down the raw numbers:
• Philly Fed Manufacturing Index (Mar): Actual 18.1 | Forecast 8.3 | Previous 16.3 — manufacturing is showing a strong jump, coming in more than 2x above expectations.
• Initial Jobless Claims: Actual 205K | Forecast 215K | Previous 213K — lower than expected. The labor market remains tight and strong.
• New Home Sales (Jan): Actual 587K | Forecast 722K | Previous 712K — this is where it hurts. Housing sales dropped off hard. The real estate sector is struggling under high rates.
What it means for us:
This data gives the Federal Reserve a solid argument not to rush into rate cuts. The economy is holding up: unemployment isn’t rising, and manufacturing is picking up.
Yes, housing is cracking, but as long as inflation and the labor market stay hot, the regulator won’t back off.
For crypto and equities:
Short-term, this is a bearish signal. The US Dollar Index (DXY) gets fuel on this kind of data, pulling liquidity away from risk assets.
#macro #news
Geopolitics & Macro: 19 days into the Middle East escalation
The conflict with Iran is still ramping up, draining liquidity from the markets and fueling fresh inflation risks. Here’s the raw breakdown from less than three weeks of escalation — and how it’s hitting the US economy:
💸 Cash burn rate: The military campaign is costing the US about $1B per day, with the total bill already nearing $24B.
🪖 Scale of the operation: Around 50,000 US troops have been deployed to the Middle East, with over 11,500 combat sorties flown so far.
⛽️ Fuel shock: Average gasoline prices in the US are up 40% since December — a direct trigger for future CPI spikes, something the Federal Reserve has been fighting hard to contain.
🛢 Oil dislocation: The price spread between US and Middle East crude has blown out to an extreme 60% gap.
🏛 Political risk: On top of all this, impeachment odds for Donald Trump have surged to a record 72%.
📌 P.S. Donald Trump has officially postponed his planned China visit by one month. The market is reading this loud and clear — no de-escalation expected in the next 30 days. Geopolitical tension and market turbulence aren’t going anywhere.
#news #Geopolitics
The conflict with Iran is still ramping up, draining liquidity from the markets and fueling fresh inflation risks. Here’s the raw breakdown from less than three weeks of escalation — and how it’s hitting the US economy:
💸 Cash burn rate: The military campaign is costing the US about $1B per day, with the total bill already nearing $24B.
🪖 Scale of the operation: Around 50,000 US troops have been deployed to the Middle East, with over 11,500 combat sorties flown so far.
⛽️ Fuel shock: Average gasoline prices in the US are up 40% since December — a direct trigger for future CPI spikes, something the Federal Reserve has been fighting hard to contain.
🛢 Oil dislocation: The price spread between US and Middle East crude has blown out to an extreme 60% gap.
🏛 Political risk: On top of all this, impeachment odds for Donald Trump have surged to a record 72%.
📌 P.S. Donald Trump has officially postponed his planned China visit by one month. The market is reading this loud and clear — no de-escalation expected in the next 30 days. Geopolitical tension and market turbulence aren’t going anywhere.
#news #Geopolitics
$BTC — a hedge asset during wars
You can now confidently say that BTC has turned into a local “safe haven” during the conflict, outperforming other risk assets and even gold.
Today we broke a new local high at $76k and continued the short squeeze — the kind we haven’t seen in a while: over the past two days, nearly $1B in shorts got liquidated.
At the same time, we’re seeing some whales активно accumulating Bitcoin and Ethereum, positioning for the long term into the next cycle, while others are already closing out their spec plays and swing trades, locking in profits.
Which also makes sense: if you look at the chart, we’re repeating the previous bear flag and moving almost perfectly in line with the 2022 pattern. If it plays out, the $76k ± level could end up being the local top of this trading range.
What to do now: intraday is a must. If you’re planning to accumulate BTC for the long term, it’s better to wait for a pullback and a cleaner entry — especially since your first spot buy is already in the $60–64k range.
Also, it’s a good time to start building a watchlist of strong alts you see potential in for the next cycle. And of course, make sure your stables are working for you while market activity is low — that’s key.
#BTC
You can now confidently say that BTC has turned into a local “safe haven” during the conflict, outperforming other risk assets and even gold.
Today we broke a new local high at $76k and continued the short squeeze — the kind we haven’t seen in a while: over the past two days, nearly $1B in shorts got liquidated.
At the same time, we’re seeing some whales активно accumulating Bitcoin and Ethereum, positioning for the long term into the next cycle, while others are already closing out their spec plays and swing trades, locking in profits.
Which also makes sense: if you look at the chart, we’re repeating the previous bear flag and moving almost perfectly in line with the 2022 pattern. If it plays out, the $76k ± level could end up being the local top of this trading range.
What to do now: intraday is a must. If you’re planning to accumulate BTC for the long term, it’s better to wait for a pullback and a cleaner entry — especially since your first spot buy is already in the $60–64k range.
Also, it’s a good time to start building a watchlist of strong alts you see potential in for the next cycle. And of course, make sure your stables are working for you while market activity is low — that’s key.
#BTC
🎁 Goldman Sachs is forecasting an extreme market rally after the current instability.
According to the firm, which manages around $3.5T in assets, low market liquidity could lead to sharp price spikes when large orders hit the market.
Any positive news about a resolution of the conflict with Iran could trigger an immediate surge in market prices.
I fully agree, but there’s one nuance. Because there’s no media hygiene nowadays, very few people can actually tell what’s fake and what’s real anymore.
#news
According to the firm, which manages around $3.5T in assets, low market liquidity could lead to sharp price spikes when large orders hit the market.
Any positive news about a resolution of the conflict with Iran could trigger an immediate surge in market prices.
I fully agree, but there’s one nuance. Because there’s no media hygiene nowadays, very few people can actually tell what’s fake and what’s real anymore.
#news
$ICP
Weakness is clearly visible.
If buyers don’t step in to defend the level, I’d like to see a short setup like this.
Weakness is clearly visible.
If buyers don’t step in to defend the level, I’d like to see a short setup like this.
😨 An interesting trader from HL is on the radar.
He’s running a 100% win rate since the start of the Iran-Israel conflict escalation.
Today he opened new positions:
• $70M short on BTC
• $18M short on ETH
• $2.6M long on oil
Since March 1, he has closed all 12 trades in profit, making roughly $27M.
Definitely a trader worth keeping an eye on.
#news #BTC #ETH #oil
He’s running a 100% win rate since the start of the Iran-Israel conflict escalation.
Today he opened new positions:
• $70M short on BTC
• $18M short on ETH
• $2.6M long on oil
Since March 1, he has closed all 12 trades in profit, making roughly $27M.
Definitely a trader worth keeping an eye on.
#news #BTC #ETH #oil
⚡️Macro Update: CPI Inflation Data — In Line With Expectations
Key U.S. inflation data has just been released. The numbers came exactly in line with market expectations, with no major surprises.
📊 The numbers:
• CPI (MoM) — Feb: Actual 0.3% | Forecast 0.3% | Previous 0.2%
• CPI (YoY) — Feb: Actual 2.4% | Forecast 2.4% | Previous 2.4%
• Core CPI (MoM) — Feb: Actual 0.2% | Forecast 0.2% | Previous 0.3%
What this means for the market:
Inflation didn’t deliver any negative surprises, which eases some pressure on equities and crypto markets. Core CPI even showed a slight decline compared to last month (0.2% vs 0.3%).
For the Federal Reserve, this is a constructive signal — they can likely keep rates steady without aggressive moves, reducing the probability of a strong risk-off scenario we discussed earlier.
Market reaction:
Markets will likely react positively, as the worst-case fears didn’t materialize.
However, don’t forget about the usual “helicopter” volatility algorithms like to create in the first minutes after major macro releases.
Game plan:
Let the dust settle first.
Wait for market makers to finish shaking out impatient traders on both sides.
Once clear volume and tape aggression appear, we’ll start looking for long setups on our in-play alts that are holding just below their highs.
#macro #NewsAboutCrypto #crypto
Key U.S. inflation data has just been released. The numbers came exactly in line with market expectations, with no major surprises.
📊 The numbers:
• CPI (MoM) — Feb: Actual 0.3% | Forecast 0.3% | Previous 0.2%
• CPI (YoY) — Feb: Actual 2.4% | Forecast 2.4% | Previous 2.4%
• Core CPI (MoM) — Feb: Actual 0.2% | Forecast 0.2% | Previous 0.3%
What this means for the market:
Inflation didn’t deliver any negative surprises, which eases some pressure on equities and crypto markets. Core CPI even showed a slight decline compared to last month (0.2% vs 0.3%).
For the Federal Reserve, this is a constructive signal — they can likely keep rates steady without aggressive moves, reducing the probability of a strong risk-off scenario we discussed earlier.
Market reaction:
Markets will likely react positively, as the worst-case fears didn’t materialize.
However, don’t forget about the usual “helicopter” volatility algorithms like to create in the first minutes after major macro releases.
Game plan:
Let the dust settle first.
Wait for market makers to finish shaking out impatient traders on both sides.
Once clear volume and tape aggression appear, we’ll start looking for long setups on our in-play alts that are holding just below their highs.
#macro #NewsAboutCrypto #crypto
☠️ Ethereum could enter a “death spiral.” 🔻
Culper Research has opened a short position on $ETH and related equities, including BitMine, claiming that the network’s economics have deteriorated after the Fusaka upgrade.
Key points from the report:
• Ethereum network fees have dropped by ~90% after the upgrade.
• Lower fees reduce validator revenue and staking yield, potentially weakening network security.
• The growth in transactions and active addresses may be distorted by spam activity and address poisoning scams.
• If the network’s real utility doesn’t grow, Ethereum could enter a “death spiral.”
Let’s see how these bets play out in the end…
When there’s this much FOMO being pushed, in my experience the market usually does the exact opposite.
#newscrypto #eth #MarketAnalysis
Culper Research has opened a short position on $ETH and related equities, including BitMine, claiming that the network’s economics have deteriorated after the Fusaka upgrade.
Key points from the report:
• Ethereum network fees have dropped by ~90% after the upgrade.
• Lower fees reduce validator revenue and staking yield, potentially weakening network security.
• The growth in transactions and active addresses may be distorted by spam activity and address poisoning scams.
• If the network’s real utility doesn’t grow, Ethereum could enter a “death spiral.”
Let’s see how these bets play out in the end…
When there’s this much FOMO being pushed, in my experience the market usually does the exact opposite.
#newscrypto #eth #MarketAnalysis
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