Huma (@humacapital) 's Twitter Profile
Huma

@humacapital

"Verily, I have often laughed at the weaklings who taught themselves good because they had no claws." - Nietzsche

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linkhttps://medium.com/@humacapital calendar_today28-10-2021 18:37:02

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There is mixed sentiment on CT. An increasing number of people calling for a top while BTC is holding 100k and is a mere 5% below its ATH. No sense of euphoria, except perhaps from some BTC maxis. Opinions are divided on what will happen in the mid-term. We seem to be in a tough

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Over 11 million SOL (~$2b) will unlock on March 1. Will this be a bullish unlock (i.e. the dump to $160 was the low) or will SOL print a lower low below $160 in the coming weeks? Curious to hear thoughts surrounding the unlock.

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One of the best skills to have in crypto, and possibly one of the easiest, is answering the simple question of "Are we in easy mode or in hard mode?" A lot of people are able to feel/deduce which mode the market is in, but they keep trading anyway. Near the end of December, it

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Now is the time to research and build, to lay the foundations for when the markets come back again (they always will). During bull runs there is little time for building because you get distracted by coins pumping every day; that’s when you actively trade. On the other hand, now

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Compared to 2021 ATH, Bitcoin's recent ATH is quite underwhelming when calculated in terms of SP500 and Gold: - 59% higher in terms of USD - 16% higher in terms of SP500 - 8% higher in terms of Gold

Compared to 2021 ATH, Bitcoin's recent ATH is quite underwhelming when calculated in terms of SP500 and Gold:
- 59% higher in terms of USD
- 16% higher in terms of SP500
- 8% higher in terms of Gold
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The tariffs announcement has reinforced my belief that we’re in a bear market and that a recession is coming. Trump is serious about his plans, he will not reverse his stance. The Fed will be forced to cut more this year but it will be too late.

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Some thoughts/comments on current macro outlook: - Fiscal policy: Trump admin recognized the path where US debt was headed and are actively trying to fix it through (1) decreasing spending (DOGE) and (2) increasing income (tariffs and lower trade deficit). - Monetary policy:

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With US bonds down bad, gold seems to be the last remaining safe-haven. However, remember that in times of panic we can see a liquidity crunch, sending everything down with correlation +1. Stay safe out there and don't overtrade what you don't understand.

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After all is said and done, there will be more money printing. This, along with bonds becoming less ‘risk-free’, is why I expect gold to keep rising. US will print money to boost their the onshoring of manufacturing, China has been stimulating and will print more to boost their

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In an uncertain world, assets providing certainty get a premium. Stocks, bonds, currencies, real estate; all have uncertainties in a world with rising geopolitical tensions and economic uncertainty. This is one of the reasons why commodities (especially gold) have gotten a bid