to me right now its about "When" rather than buying "picobottom"
entire rally from January 2024 was on the backs of ETF inflows and Saylor ability to raise tens of Billions of dollar
reality is, as of today, ETFs are selling a LOT, and Saylor is going on national TV getting others to buy and tweet shit like "HODL"
reflexivity works both ways
entire rally from January 2024 was on the backs of ETF inflows and Saylor ability to raise tens of Billions of dollar
reality is, as of today, ETFs are selling a LOT, and Saylor is going on national TV getting others to buy and tweet shit like "HODL"
reflexivity works both ways
π43β€13π1
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Someone is trying really hard all US session to push this a LOT lower
This is the easiest example of orderflow i have even seen, just market selling all day long
Its Binance by the way (being the absolute biggest seller)
what surprises me the most, there are close to no "short covering" in all of this dump, just more and more sellers
This is the easiest example of orderflow i have even seen, just market selling all day long
Its Binance by the way (being the absolute biggest seller)
what surprises me the most, there are close to no "short covering" in all of this dump, just more and more sellers
β€23π19
Kraken Raising at 20b val
Kalshi Raising at 10b val
Polymarket Raising at 14b val
DATs raised fuck ton of money ( just to buy the top lol)
if only these big funds who invest into space actually bought BTC instead of buying another trash
Kalshi Raising at 10b val
Polymarket Raising at 14b val
DATs raised fuck ton of money ( just to buy the top lol)
if only these big funds who invest into space actually bought BTC instead of buying another trash
π35π₯4
Binance has been offloading billions of dollars in BTC since CZ got pardoned
yes, its customers of Binance and Binance being the biggest exchange by a large margin, but still, fuck CZ & Trump
yes, its customers of Binance and Binance being the biggest exchange by a large margin, but still, fuck CZ & Trump
1π34π12
I am actually VERY surprised BTC is still trading this high given how much is being sold on the market, all day, everyday for multiple weeks now
(translation for slow homies who will cry that I am bearposting: There is a lot of resting limit orders (people willing to buy) that are absorbing a pretty stunning ammount of sellers)
(translation for slow homies who will cry that I am bearposting: There is a lot of resting limit orders (people willing to buy) that are absorbing a pretty stunning ammount of sellers)
β€36π13
Forwarded from infinityhedge
NVIDIA 3Q EARNINGS PREVIEW: INFINITYHEDGE
*Consensus: Beat & Raise
*Rev. EST.: $54.92B
*EPS EST.: $1.26
*7.2% Implied move in either direction for stock, the options-implied move would represent the largest one-day market value change for Nvidia (~$320 billion price swing).
*1.7% Implied Move in either direction for SPX
*SPX realized moves have been below the options implied moves in 7 of the past 10 NVDA earnings events (very muted reaction in the last two earnings)
*According to JPMorgan the so-called whisper rev. numbers are even higher. "Survey says $56.32b (Q3) & $63.02b (Q4)": INFINITYHEDGE
Key focus:
*guidance for next quarter and beyond next quarter
*any note on health of the cash flow
*insights into the $500B Datacenter rev. forecast in combined orders for 2025 & 2026
*details about OpenAI deployments in terms of timing, rev. in CY26; Blackwell, Rubin ramp in CY26; about deal with Nokia, Intel investment and China licenses
*Consensus: Beat & Raise
*Rev. EST.: $54.92B
*EPS EST.: $1.26
*7.2% Implied move in either direction for stock, the options-implied move would represent the largest one-day market value change for Nvidia (~$320 billion price swing).
*1.7% Implied Move in either direction for SPX
*SPX realized moves have been below the options implied moves in 7 of the past 10 NVDA earnings events (very muted reaction in the last two earnings)
*According to JPMorgan the so-called whisper rev. numbers are even higher. "Survey says $56.32b (Q3) & $63.02b (Q4)": INFINITYHEDGE
Key focus:
*guidance for next quarter and beyond next quarter
*any note on health of the cash flow
*insights into the $500B Datacenter rev. forecast in combined orders for 2025 & 2026
*details about OpenAI deployments in terms of timing, rev. in CY26; Blackwell, Rubin ramp in CY26; about deal with Nokia, Intel investment and China licenses
π18π5
*NVIDIA 3Q ADJ EPS $1.30
*NVIDIA 3Q REV. $57.01B, EST. $55.19B
*NVIDIA 3Q ADJ GROSS MARGIN 73.6%
*NVIDIA 3Q DATA CENTER REVENUE $51.2B, EST.
*NVIDIA SEES 4Q REV. $63.70B TO $66.30B, EST. $61.98B$49.34B
*NVIDIA 3Q REV. $57.01B, EST. $55.19B
*NVIDIA 3Q ADJ GROSS MARGIN 73.6%
*NVIDIA 3Q DATA CENTER REVENUE $51.2B, EST.
*NVIDIA SEES 4Q REV. $63.70B TO $66.30B, EST. $61.98B$49.34B
π24β€12
RunnerXBT
average FOMC experience with Fartcoin, especially when SOL is strong, its insane beta, so volatile & pretty liquid
(serious post)
I have again, reduced my exposure ty Fartcoin because my position was getting uncomfortably large and its +25% in last 12 hours
It loves to trend for few days then full-retrace the move completely
My favorite (and decently liquid pair to open/close multiple hundred thousand positions at the time with ease)
I have again, reduced my exposure ty Fartcoin because my position was getting uncomfortably large and its +25% in last 12 hours
It loves to trend for few days then full-retrace the move completely
My favorite (and decently liquid pair to open/close multiple hundred thousand positions at the time with ease)
π28β€15
It goes without saying, I would never recommend holding any of this shit (no pun intended with Fartcoin) past a daytrade/weekly setup. All these "fun" coins eventually end up at zero.
5π30π―19
fartcoin carrying my portfolio, i would never expect to have said that...
β€27π21
RunnerXBT
as for BTC, i would love it to flip YO (Yearly Open) on the lower timeframes but very mindful of US session sellers that have been punishing us nonstop
like clockwork, americans wake up, sell aggressively
π16π13
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We bottom when Binance seller runs out of coins to market sell all US session
Problem is, that you cant know when he runs out of coins or how many he has left.
If tradfi is strong, we might NOT have ETF outflows, so thats kinda nice
Also Monad just made new all-time lows, yay
Problem is, that you cant know when he runs out of coins or how many he has left.
If tradfi is strong, we might NOT have ETF outflows, so thats kinda nice
Also Monad just made new all-time lows, yay
β€19π16
RunnerXBT
I am actually VERY surprised BTC is still trading this high given how much is being sold on the market, all day, everyday for multiple weeks now (translation for slow homies who will cry that I am bearposting: There is a lot of resting limit orders (peopleβ¦
this unfortunately still stands
there is no "support", there is just moment this f@ggot stops selling, then we bounce.
people been saying we are "oversold" for weeks now, brother in christ, this guy/entity/group on Binance is offloading 10s of thousands of BTC nonstop, your magical line/indicator is pointless
there is no "support", there is just moment this f@ggot stops selling, then we bounce.
people been saying we are "oversold" for weeks now, brother in christ, this guy/entity/group on Binance is offloading 10s of thousands of BTC nonstop, your magical line/indicator is pointless
β€24π24
you almost have to be stupid/retarded to try to buy BTC in this nonstop free fall (says the guy who is long BTC)
π35π24
RunnerXBT
(serious post) I have again, reduced my exposure ty Fartcoin because my position was getting uncomfortably large and its +25% in last 12 hours It loves to trend for few days then full-retrace the move completely My favorite (and decently liquid pair toβ¦
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ggs ποΈββοΈ
π12π€―6