This is literally 90% of my "for you" feed

Poll Artur Hayes latest article. Bit sad that can't see sample size

https://x.com/i/status/2016511667644064164

Finally have a date for megaeth

Unfortunately its in late Q3

🧐🧐🧐 thoughts on metal runs etc:

insane parabolas now in gold and silver and chart looks like weekly btc in 2017.

impossible to call a top bc this shit could easily double again even though i think its very very stretched.

i had very small metal alocation (sub 2% nw) and started scaling out a while back already which was way too early. I am close to flat now.

In future I plan to have 2.5% alo to 80 20 gold silver. Will stay in shortterm bonds here until it hits prices where i want to buy back.

even though gold had sick parabolas the corrections were alot more tame compared to btc while silver experienced more severe drawdowns which are basically on par with crypto.

another issue with metals is that if parabola broke it took at least a decade for new ATHs (see charts). Once this run is over it could get very boring again for a long time.

My plan is to slowly starting buy back gold -25% from ATH and silver -35% from ATH

i see alot of fud posts about dollar being done for, hyperinflation, yadayada but i saw all those talking points already in 2017 (and fell for them) so I am quite relaxed in this regard.

if i would still have big metal exposure definitely would starting to reduce hard here. sooner or later this will come to an end and given how hard this ran I could easily see a -20% day one day and wouldnt be too surprised

NFA

⁉️ also lastly it cant be overstated how c00ked/weak crypto is:

there was an insane amount of liquidity needed to send silver and gold like this over the last weeks. also stonks are still pushing ATHs. Saylor did some of his biggest buys ever.

all while btc is trading at the lower end of latest range 30% from the top. there is zero interest witnessed by the charts to buy crypto here. ZERO.
if only a fraction of all this money went into crypto we would be popping off like no tomoro but we actually dont.

if you are objective this tells you all you need to know for now and the short to midterm future imo

as expected any nuke we in other tardfi markets we follow closely while being entirely decoupled from any upside move😂😂

https://polymarket.com/event/who-will-trump-nominate-as-fed-chair

Big jump for Warsh

The nuke is Neverending, but so is the nuke❤️❤️❤️