RunnerXBT Insights
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Market thoughts/commentary of @RunnerXBT
Serious topics only - no shitposting or memes

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Even if true, I am not worried about this tiny & irrelevant DAT fwiw

drop in the bucket compared to MSTR or ETFs
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and CT retards get upset with me when I say that altcoins suck for the most part

very few things outperformed BTC, let alone tech stocks

🤷🏼
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Forwarded from infinityhedge
NVIDIA'S INSANE RUN: INFINITYHEDGE

$0.5T: Nov, 2022 (Chatgpt released)
$1T: May, 2023
$2T: Feb, 2024
$3T: Jun, 2024
$4T: Jul, 2025
$5T: Oct, 2025
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altcoins best usecase is to enrich VCs & us mere mortals to short them to zero

on that note, gmonad & gMegaETH
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I hear you

“i cant get a 10-100x on BTC”

yes, you cant, but you trade Alts, and you rotate profits into BTC and you keep doing it long enough, all of a sudden your stack is worthwhile, whilst reality for most is they are stuck bagholding some absolute worst of the worst dogshit to zero, then blame influencers they copied on Twitter/YouTube instead of taking responsibility 🤷🏼

only acceptable thing to do with profit for me is to either:
- own as much BTC as possible
- offramp funds from crypto forever

Crypto is like Asshole (Anus), never put things in, only out.
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RunnerXBT
altcoins best usecase is to enrich VCs & us mere mortals to short them to zero on that note, gmonad & gMegaETH
Disclaimer: I am highly against shorting pre-market coins, so you either be experienced or super gambler

especially if you trade on Hyperliquid, unless you are hedging your future airdrop

Just look at what happened to XPL perps pre-market on HL.

a 6 figure market order moves these pre-markets 10-20-30% in either direction

Its extremely illiquid, noone is market making the books

thats enough yappin for this week, refer to the busy schedule ahead for rest of it, much love x
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RunnerXBT
took profit on Fartcoin, want to focus on Monad & MegaETH in the coming weeks whilst Fart has been my favorite alt to scalp past few weeks
average FOMC experience with Fartcoin, especially when SOL is strong, its insane beta, so volatile & pretty liquid
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This is an incredible outcome, I feel like
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Forwarded from infinityhedge
TRUMP: WILL REDUCE CHINA FENTANYL TARIFF TO 10%

TRUMP: TARIFFS ON CHINA WILL BE 47% DOWN FROM 57%

CHINA TO BUY SOYBEANS IMMEDIATELY

ALL THE RARE EARTH ISSUE HAS BEEN SETTLED

IT'S A ONE-YEAR AGREEMENT THAT WILL BE EXTENDED

GOING TO CHINA IN APRIL
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as far as I am concerned, this is pretty good "for now" with regards to China (rare earths & tariffs headlines are "behind" us)

next up Today:
- ECB meeting (deciding interest rates changes)
- end of MegaETH ICO (5hrs 30min to go)
- last Monad Boxes/Airdrop today -> potentially Tokenomics or more details soon
*Apple, Amazon, Coinbase, Microstrategy, Reddit, Roblox, Eli Lilly earnings
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Microstrategy Q3 Earnings Call later today

Saylor was unable to buy anything meaningful past few 1,5months or so, i expect them to announce some new "product" that will help them buy some more BTC, as they are clearly losing momentum, mNAV is basically gone too

there is now MSTR, STRC, STRK, STRF and STRD

https://x.com/Strategy/status/1983920860189659211
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RunnerXBT
and CT retards get upset with me when I say that altcoins suck for the most part very few things outperformed BTC, let alone tech stocks 🤷🏼
every single altcoin today been thru a 9/11 with Bitcoin being down -1,75%

/end_of_discussion
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with each launch of VC-backed project

I am more and more becoming BTC & Hyperliquid-pilled

will avoid dropping names going forward, but its just years of evidence of this claim for you to see from past 2 cycles 🫡
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Such a good Telegram channel (Infinityhedge)
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Forwarded from infinityhedge
The Week Ahead: infinityhedge

Mon:
*Hong Kong financial summit from 3 to 5 Nov.; Goldman’s Solomon, Morgan Stanley’s Ted and BlackRock’s Larry & Citadel’s Griffin will speak
*U.S. Gov shutdown enters its 34th day (On Track to be longest in history)
*Saylor expected announce another BTC purchase
*U.S. ISM Manufacturing PMI
*Palantir Earnings

Tue:
*U.S. court will hear arguments for Sam Bankman-Fried’s appeal (a new trial or reversal of conviction) at 10am ET; If the panel of judges gets deeply involved with the hearing that may be a sign that it is considering whether to order a new trial OR if hearing is short & quick means court affirming the conviction
*Monad timeline/Tokenomics something expected ?
*AMD, Super Micro Earnings

Wed:
*U.S. Treasury quarterly refunding: Treasury (likely keeping guidance unchanged)
*U.S. October ADP employment report, ISM Services PMI
*US Supreme Court hears arguments on the legality of about 60% of Trump’s tariffs (IEEPA)
*Robinhood, arm, qualcomm earnings

Thu:
*Tesla shareholders will vote on Musk’s $1 Trillion pay package
*Samourai Wallet devs Sentencing 11am ET

Fri: China Gold Reserves this week

TBA/Whole Week: Worldwide Oct. services & PMIs, U.S. Gov data expected to be delayed due to the shutdown, All eyes will also be on whether U.S. lawmakers can agree to end the shutdown, & Investors will be looking for any evidence of weakness in the labor market or evidence that inflation is slowing to increase Dec. rate cut odds which has dropped to 50% from 99% after powell’s presser.

ICYMI:
*Earnings Beats Almost Across the Board for Mag 7; S&P 500 Reporting Double-Digit Earnings Growth for 4th Straight Quarter, last time the S&P 500 reported 4 consecutive Q's of double-digit earnings growth was Q1 2021 through Q4 2021. Analysts believe S&P 500 will report double-digit earnings growth in 4 of the next 5 Q's (through Q4 2026)
*There will not be "nuclear explosions," energy secretary says on Trump's call to test weapons
*OpenAI May Target $1 Trillion Valuation in IPO; OpenAI is giving Microsoft a 27% ownership stake worth about $135B, It will also continue to receive 20% of OpenAI’s revenue; OpenAI Made a $12 Billion Loss Last Quarter.
*On Oct. 28, three new crypto spot ETFs began trading in the U.S. markets, In the coming months, more ETFs are expected to target assets that meet the new generic listing standards, potential candidates could include DOGE, BCH, LINK, XLM, AVAX, SHIB, DOT and ADA.
*Bank of Korea May Buy Gold from a medium- to long-term perspective, for the first time in more than a decade
*Buffett’s Berkshire Cash Hits $382 Billion.
*Balancer Hit by $110M Exploit (hacked for 3rd time now); Berachain validators purposefully halt the Berachain network as the core team performs an emergency hard fork to address Balancer V2 related exploits.
*MSFT CEO says "the biggest issue we are now having is not a compute glut, but it's a power. And it's sort of the ability to get the builds done fast enough, close to power. So if you can't do that, you may actually have a bunch of chips sitting in inventory that I can't plug in. And in fact, that is my problem today, right? It's not a supply issue of chips. It's actually the fact that I don't have warm shells to plug into": Source in substack

https://infinityhedge.substack.com/p/the-7-days-2cf
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crypto "indexes" YTD (year-to-date)

source:
https://x.com/0xlaiyuen/status/1985210838765162827
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Saylor bout to buy gigafucktn of BTC

sources later; im running
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Wrong..

TLDR just a new SEC prospectus/filling regarding ATM program of Strategy & the fact they launched new European product

sorry for providing fake bullhopium
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bears are gay regardless
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