🚨 CPI IS OUT — AND THE HEADLINE NUMBER IS NOT THE REAL STORY. Earlier, before the release, I argued that CPI should not be read in isolation. The real equation was: Geopolitics → Oil → Inflation → Fed → Risk Assets Now we have the data. 🇺🇸 August CPI: • Headline: +0.4% MoM | +3.4% YoY • Core CPI: +0.3% MoM | +2.4% YoY Headline inflation was broadly in line with expectations — but Core CPI came in hotter than the expected +0.2% MoM. And the market reacted immediately: Fed hike probability jumped from ~68% to ~82%. This matters because inflation is still above the Fed’s target while geopolitical pressure and elevated energy prices remain part of the equation. For crypto, the chain is simple: Sticky Core CPI → Hawkish Fed → Tighter Liquidity → Pressure on Risk Assets. But here is what I’m watching next: If Bitcoin holds despite higher rate-hike expectations, that resilience matters. If oil and short-term yields accelerate again, pressure on BTC — and especially altcoins — could increase. The CPI number is out. Now price action tells us what the market has actually priced in. #CPIWatch #Bitcoin #BTC #Fed #Inflation #Crypto
$PROM — I’M ENTERING AT THESE LEVELS. Personally, I see the current $PROM levels as a great entry opportunity. The weakness is obvious, but that’s exactly why the risk/reward is becoming interesting to me. I’m putting my own capital behind this view and starting my entry here. $PROM #PROM #BigBangThesis
. $PROM — THE MARKET IS STABILIZING, BUT PROM IS STILL FALLING. THAT DIVERGENCE MATTERS. PROM is trading around $5.25, down roughly 4.3% over 24H, while ETH is roughly flat and several major assets are showing much better relative strength. This is clear relative weakness, and I’m not going to pretend otherwise. PROM has also returned almost all the way to its recent $5.224 low, after failing to sustain the recovery toward $5.50–$5.60. So why am I still watching closely? Because personally, I see this weakness as a potentially massive entry opportunity — not a reason to chase blindly, but an opportunity worth preparing for. The market is forcing PROM back into a critical valuation zone while the broader market is behaving significantly better. $5.22 is now my battlefield. If buyers defend this area and PROM starts reclaiming $5.30 → $5.50 → $5.60, I’ll view that as increasingly important evidence that the sell-off is exhausting. If $5.22 breaks with expanding volume, I won’t fight the data — I’ll reassess and watch $5.00 next. My personal view: this could be one of the biggest PROM entry opportunities I’ve seen — but confirmation still matters. I’m watching the divergence very closely. $PROM #PROM #BigBangThesis
🚨 The market may be watching CPI — but CPI is no longer the whole story. Today’s inflation print arrives at a dangerous intersection of geopolitics, oil and monetary policy. U.S. PPI already rose 0.4% MoM and 5.4% YoY, while escalating Middle East tensions pushed Brent toward $110 before it pulled back. Treasury yields surged, and markets are now pricing a significant probability of a Fed rate hike. Historically, this combination matters: Oil shock → inflation pressure → higher yields → tighter financial conditions → pressure on risk assets. My base case: the Fed does not need to react to one CPI number alone. The real question is whether energy-driven inflation becomes persistent. 🔴 Hot CPI + renewed oil surge = bearish risk assets. 🟡 Softer CPI + oil stabilization = Fed may hold. 🟢 Softer core inflation + geopolitical de-escalation = strongest bullish scenario. Today, I’m watching oil and Treasury yields alongside CPI — not CPI in isolation. #CPIWatch✨ atch #Fed #Inflation #Markets #Bitcoin
$PROM — I STILL THINK THIS WEEK IS OFFERING A STRONG ENTRY WINDOW. Here’s why I’m still watching it: $234M+ Binance Spot volume. 39M+ PROM traded. 1.66M+ trades in 24H. Price is still around $5.87 after testing $6.262. What interests me most is the disconnect: massive activity, but price hasn’t expanded with it yet. My thesis is simple: as long as this structure holds, I’m watching the current zone rather than chasing the move later. $6 reclaim → $6.262 breakout → then I reassess the road toward $7. I’m sharing my real position below. Follow me — I’ll update the $PROM thesis when the data changes. $PROM #PROM #PromWeek