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Mirana Ventures(related to #Bybit) bought another 21,667 $ETH($46.25M) from #FalconX via OTC 4 hours ago. After #Bybit was hacked, Mirana Ventures bought 265,912 $ETH($700M) via #OTC and deposited it to #Bybit. Mirana's anchor capital providers are the co-founders of Bybit.

JUST IN: President Trump says Zelensky wanted to come back to the White House "right now" but he wouldn't let him. Reporter: "How long do you think it will take for Zelensky to want peace and be invited back to the White House? Trump: "Well, he says he wants it now. He wants to

President Trump has announced a Crypto Strategic Reserve consisting of Bitcoin and other top cryptocurrencies. This is consistent with his week-one E.O. 14178. President Trump is keeping his promise to make the U.S. the “Crypto Capital of the World.” More to come at the Summit.

The biggest news from this is a Trump's Put on BTC (and ETH). So anytime we see a major correction, he may spit out some positive catalysts , putting an effective floor On the other hand if mkt fully retraces this Friday (on lack of details for example) then it's gonna be

Chuck Schumer, Elizabeth Warren and Cory Booker posted identical videos—word for word—right before Trump’s speech.

Scott Bessent on CNBC: “The market and the economy have become hooked, become addicted, to excessive government spending and there’s going to be a detox period.”

Choppy season with short USD bias against low yielders I continue to expect episodes of USD strength given tariff threat is still there - and are cognizant of the risk a Fed/Bessent that will provide a Trump Put if risk markets continue to slide (despite recent comments). We

Choppy season with short USD bias against low yielders I continue to expect episodes of USD strength given tariff threat is still there - and are cognizant of the risk a Fed/Bessent that will provide a Trump Put if risk markets continue to slide (despite recent comments). We

🇺🇸🇷🇺 Special Envoy Steve Witkoff on the Trump assassination attempt: "When the president was shot, [Putin] went to his local church and met with his priest and prayed for the president, not because he could become the president of the United States, but because he had a

☉rthonormalist🧭✡️ Yup. You nailed it.

My calcs on tariffs on EM Asia

Random thoughts/musings: All considered china tariffs shouldn't be a big deal it's only 0.5% of GDP , certainly hurt china more.. and showing they don't even wanna reduce that 20% fentanyl which is extremely low hurdle Selling eq/ commods were the easiest recessionary trades

$bera really went from 9 to 3 in ten days 🐻

Some observations: -There should be significantly less tariff-related tapebombs now (3 months window), and on the margin these headlines should be bullish, given China tariffs unlikely to increase from here -AxC awarded a short reprieve, esp previously most-affected candidates

Check out this Linktree! - linktr.ee/TezzaPoker?utm…

Israel has dropped almost 80,000 tons of explosives - this means that Israel has dropped ~36 kilograms of explosives on Gaza for every man, woman, and child. Each red dot shows a bombed place in Gaza. (UN Satellite Centre, July 6th) This is what genocide looks like.

x.com/i/article/1912…