Professional investor. Entrepreneur by heart. TG: for personal insights https://xitter.cf/t.co/Z75gT3zKfP
Verenigde Arabische Emiraten
Joined September 2021
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While $MSTR makes a GOLDEN CROSS on the daily...
The price also moved downwards in to the last line of resistance.
$130 level needs to hold otherwise we could see sub 100 levels again. Let's see how this aligns with the November low theorie of Bitcoin.
Robert Nass retweeted
points got a lot of attention this week, and we've already made adjustments based on your feedback. thank you for that.
three things i want to share:
we didn't start txflow to run points, launch, and walk away. we see a real shift coming in global finance, and we want to build an open platform where more people get a fair share of that growth.
most perp dexes are apps built on someone else's chain. txflow runs on its own l1, the same path hyperliquid took, because the goal is to be infrastructure for how the world trades, not just another app.
and txflow will be one of the few fair launches out there. we don't have the long list of vc investors most perp dexes carry, so there's no big insider allocation waiting to be sold on the people who actually use and support us.
points are the start. the l1 is our foundation and ambition. fair launch is our commitment.
gFlow
ETH/BTC - ALT SEASON INDICATOR
IS VERY CLOSE TO A BIG BIG BREAKOUT
THE BIG SHIFT. PREPARE ACCORDINGLY.
Robert Nass retweeted
Bitcoin Spot ETFs Saw $854M in Net Inflows Last Week; Ethereum ETFs Took In $245M
From August 3 to 7 (ET), Bitcoin spot ETFs recorded $854 million in net inflows, while Ethereum spot ETFs saw $245 million, marking five consecutive weeks of inflows. Solana, XRP and HYPE spot ETFs recorded net inflows of $144.9K, $1.01 million and $2.84 million, respectively.
MiniMax is down 81% from its peak.
The business is growing 159%.
I dug into the financials beneath China's token market: the ARR curve, the ~7x forward EV/ARR, and three 12-month scenarios.
The chart says fallen star. The ARR says something else.
Today the US national debt hit a staggering $40.000.000.0000.0000
Nearly double what it was at the start of Covid.
Since the dotcom bubble, the debt-to-GDP ratio has climbed more than 133%.
This is where inflation comes from. More debt means more money in circulation, which means higher prices. Nothing else.
The problem? Governments across the globe are addicted to the money-printing machine, and they can't stop.
When I was young, I understood one simple thing: 21 million Bitcoin will always be 21 million Bitcoin. And as long as governments keep printing, that fixed supply has to rise in value against a currency that keeps losing it.
With Bitcoin trading 50% below its all-time high, and major economies about to fire up fresh stimulus, buying hard assets is never a bad idea.
Are you a pro like me who thinks you can time the market? Good.
If not: DCA, DCA, DCA.
Cool! Ended high on the leaderboard in the first trading competition run by @TxFlow_L1.
Here's what I've learned and experienced so far:
1. The order book and execution work very smoothly.
2. Running positions only show on the chart on desktop, not on mobile. Dev team, please add this as soon as possible.
3. The order book is deep on BTC. I could easily trade size here, which is remarkable for a DEX this early.
4. The spot offering is still small, but I assume that's because the focus is on perp volume first.
5. A great experience overall. I expect this one to become a very big player in the near future.
I assume I've picked up a fair number of points for the retro points programme, and with today's news that they'll be offering staking nodes in the future, I can become an actual part of this new DEX.
I've had great experiences running nodes and the yield they provide, so I'm happy to stake my tokens once I receive them.
Great work so far, @Harry_TxFlow @matthubuilds.
By the way, if you're not trading on this DEX yet, consider joining through my referral link. The point program is still running.
We have one of the higher volumes, and I expect some extra benefits for our referral group.
app.txflow.com/r/TXQAC1
gm Team.
FROM MY FREE TELEGRAM CHANNEL:
Wild few days in the markets. After one of the craziest rallies in financial history, with the AI trade pushing valuations into the trillions, the semiconductor sector, better known as the chip industry and largely driven by the AI boom, is suddenly under heavy pressure.
The trigger came out of China. A state-backed Shanghai company has started producing its own immersion DUV lithography machines. Lithography is the one piece almost every chipmaker depends on, and until now ASML, our small Dutch world-beater, was effectively the only game in town. So the symbolism is big: China has taken a real step toward building this technology itself.
But let's keep the facts straight, because the reaction has been overblown in places. This is DUV, not EUV. DUV is the older, less advanced technology; EUV, the machine you need for the most cutting-edge chips, is still ASML-only and still off-limits to China.
Get free access to my channel where I share big value:
t.me/+EaFKV-Ng01dlYWRk
Do you understand?
US net liquidity hits $5.92T, up 3.5% over 12 weeks and still climbing.
RRP at just $0.7B, effectively zero, meaning the excess liquidity buffer is fully drained.
All incremental system liquidity now flows directly into risk assets with no cushion absorbing it first.
Bitcoin up 9% in four weeks against this backdrop, even as the 12-week window remains pressured at -17%.
Liquidity leads price by weeks, not days. The setup is tightening into a cleaner transmission channel.
Im heavily buying more spot ethereum:0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3
The reason I’m interested in the ONDO token right now comes down to regulation. There is a bill in the US called the CLARITY Act that would finally settle which financial regulator oversees which type of digital asset. Until that is resolved, most large American institutions cannot legally touch products like these. If the rules land, the market for Ondo goes from a limited offshore audience to the entire US institutional market. Very few crypto projects are positioned that directly in front of that unlock.
I’m buying spot on @TxFlow_L1 so I can farm more points for the token airdrop. Win-win
Get access to Txflow:
app.txflow.com/r/TXQAC1
The biggest HYPE allocations didn't go to the people who bought the token.
They went to the ~11,500 traders in Hyperliquid's closed alpha, before anyone was paying attention. Average payout per wallet at today's prices: ~$180,000. For volume they were doing anyway.
Now the whispers. Word in the corridors is that a new perps DEX named @TxFlow_L1 built and fully self-funded by founders from a top-tier CEX, is quietly preparing something similar. Nothing announced. Nothing confirmed. That's exactly the point: by the time these things get announced, the window is closed.
What is verifiable: 3,800 traders on the platform. No VC, no insiders on the cap table. Volume up from ~$500M to ~$1.8B in weeks.
If the whispers are right, every trade made today counts at a weighting that will never exist again. If they're wrong, you traded on a fast, no-KYC perps DEX with 50x, stocks and commodities, at a 5% fee discount.
Asymmetry rarely looks better than this.
The exchange is stil in closed alpha phase.
Use Code: TXQAC1 to get access
app.txflow.com/r/TXQAC1
How to get started on TxFlow
1. Go to app.txflow.com/r/TXQAC1 (code: TXQAC1)
2. Connect your wallet. Almost any wallet works. No KYC, no documents, no sign-up forms.
3. Fund your account. Send USDC over the Arbitrum network to your wallet, then click Deposit to move it onto the platform.
4. Enable trading and you're live. Trade perps up to 50x, plus stocks and commodities, straight from the interface.
5. Trade daily. Even small positions add up fast: $500 at 50x is a $25,000 position, and opening plus closing it prints $50,000 in volume.
That's it. Under two minutes from wallet to first trade.
