Yo brah, you coming to my Token pawty? @blknoiz06 I better see you roll up with @IGGYAZALEA.
Arthur Hayes
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Closed my $BTC short, made 3% profit, enough to cover my food and bar tab for KBW. With Bad Gurl Yellen watching mrkts and releasing a weekend statement, if stuff continues to puke next week $BTC *MIGHT* rise anticipating more $ liq.
Bad Gurl Yellen is watching, if markets go down more she will definitely pump up the jam by printing more money. https://t.co/L81vc07as9
$BTC is heavy, I’m gunning for sub $50k this weekend. I took a cheeky short. Pray for my soul, for I am a degen.
Good mother fucking morning Seoul. Are you ready to BTFD $APT and then blow your sick gainz at the clerb on bottles tonight? LFG!
I love Korea!!!!! https://t.co/DT0qgMH1IM
"Boom Times ... Delayed" is an essay on my thots on y Fed rate cuts won't initially lead to a pump in #crypto assets. https://t.co/lt9ilAkZ0K https://t.co/okpTky0YWl
See what happens when tradfi muppets have fees to earn? They become motivated acolytes of our Lord Satoshi.
My theory on why Fed rate cuts aren't going to plan. Since JAYPOW annc Sept rate cut at J-Hole, $BTC down 10%, y? I thot rate cuts were good for risk assets. RRP pays 5.3% no T-bill under 1-yr maturity pays more. MMF will move money from T-bill -> RRP which is $ liq -ve. Since J-Hole, RRP up $120bn. IMO this will continue as long as T-bill rates < RRP. I will discuss this and a few other thots on Fed rate cut ramifications at my KBW keynote tomorrow.
Send it! See y’all in Seoul for KBW. https://t.co/RH4DHAK57r
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