CIA can't operate without it. Pentagon can't function without it. And Wall Street can't trade without it. Yet most people have no idea what Palantir does behind closed doors. Here’s how the U.S. government allowed a $300B surveillance company to track your every move: 🧵

My friend used to be super active in DeFi during the 2020 and 2021 run. Then Terra Luna and FTX blew up, and he exited the space. But now he’s back after hearing about ETH’s price action. I’ve been catching him up over the past few days on everything. Honestly, it feels like

Hold times have been getting shorter. In late 2024, median hold time in the trenches was 200-300 seconds. Today we're close to 60 seconds.

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there's a blockchain out there with an asymmetrical amount of successful apps (phantom, jupiter, jito, axiom, pump, bonk, squads, kamino, helium, hivemapper) with the fastest evolving market structure (BAM, prop amms, ACE, routers) with the most battle-tested scalability

The Core contributor $HYPE allocation (about 24% of supply) is set to begin unlocking in November of this year. At current prices that's about 440 million of additional supply added to the market each month (through Oct 2027), a total of ~$10B. This is also not to mention the

this one triggered some folks so naturally im doubling down. Some thoughts on airdrops and TGEs in general for anyone reee-ing in the comments; airdrops are a pretty nonsensical practice that have generally served three purposes a) regulatory cover around decentralization of a

The odds of being profitable trading new pairs is depleting by the day, so I don't think we get a new 'superstar' of the trenches. Before, the attractive part about trading on-chain is that you had better odds on there vs the casino. Contrary to now, you are better off being

Every System Sucks Social media trading glorifies perfect win rate systems with 0 drawdown entries that go straight to target. Gurus don't talk about their losing trades or losing streaks to maintain the fantasy that you can consistently risk and win without losing. This

Get ready to lose your job.

Since there's a dearth of official labor data this week, I thought I would publish the Sept federal payroll tax receipts (even though there's still 2 days left in the month). Definite slowdown, but I think it's too early to draw conclusions. Still positive y-o-y though less

Who would have thought that the Eurozone’s/EU’s second most important economy would have an A+ rating? S&P has just downgraded France’s sovereign credit rating to A+ from AA–. This surprise move is likely to add pressure on French bond spreads. Beyond raising borrowing costs

Stock market insiders continue to dump heavily, I pointed this out since September, a pattern that usually matches before strong downside moves. Alone in the last three weeks NVIDIA CEO dumped $250M worth of NVIDIA shares on retails that are buying right into the top

Tension in the U.S. money market rose this week. U.S. banks returned to the Federal Reserve for funds more often: the figures are still under $10 billion, but the pattern is telling. Mid-month tax payments + Treasury cash build-up made things tighter: the U.S. Department of the

Been thinking about the ZEC trade past the whole, "It's just BTC maxis piling in and creating artificial demand." I think certain coins and the narratives behind them tell you a lot of vital things unfolding in the real world. My takeaway from it? The OG BTC cabal understand

⚡️This chart is a pressure fracture in the American economic mythology itself. For decades, new construction symbolized progress - the forward vector of growth. When new homes become cheaper than existing ones, that’s not a market quirk. It’s a signal that something fundamental

The rapid build-up of leveraged positions in the U.S. market continued in October. Margin debt jumped again - by $57 billion, reaching $1.184 trillion. The dependence of the S&P 500’s rally on margin-debt dynamics increased sharply in 2025; this factor has become significantly

FOMC at War With Itself Ahead of December Vote Liquidity popped as Treasury spent cash and bank reserves moved back above $2.9T. SOFR is calm at 3.91%. But the December meeting is not clear. The Fed is split: 5 want to hold 3-5 want to cut Powell is in the middle Foreign CBs

This is a high-stakes gamble experiment.

🗓 2026 Crypto January Calendar Happy New Year! As January 1st is a day off, I’m greeting you a bit early. May everything you do turn out well. Jan 1: 🇺🇸Bank of America(BOA) - BTC Spot ETF approve Jan 1: Canton($CC) - 1st Inflation Halving Jan 1: SUI - $64.23M(1.17% of Float)