kamala must be framed for everything bad that happens to the US gm

i don't think it's well-understood that everything is bearish: 25 bps, 50 bps, 100 bps, 500 bps. everything

definitely not my area but we dodged the UR-NFP bazooka today, & next week's CPI estimate is 2.6% -- there's really not much reason for vol to stay elevated thru Sep 18 which makes it a good short trim/tp point, & might have to reshort post FOMC into last 2 weeks Sep seasonality

Ryzan Literally have something similar in my drafts haha AI will cannibalize revenues of any open-source tech projects with fees, literally only leaving you with BTC, stables and Cults

imo crypto mcap excluding BTC should get to 2022 low, possibly lower

blanc imo markets drop bigly cuz $ moves from stocks/risk to bonds due to falling growth, then $ exits US assets (stocks, bonds, USD) cuz Fed overreact, & then we get recession (tho it's possible we're already in shallow recession rn, econ data revisions might confirm in a few months)

& a 90% drawdown is >3 separate 50% drawdowns

if you came across a trader way better than yourself, would you be able to tell

consider that the trillion+ $ memecoin supercycle is over, not simmering

'there's crypto bro bias on polymarket' is false, trump should be 80-85% rn imo