67 Photos and videos
Pinned Tweet
Everyone has Warsh backwards. This week I'm releasing a three part series on the Fed. Part I below👇
4
5
16,749
This is more significant than many realize. I wrote about it here: lukegrahamwhite.substack.com…
LATEST: ⚡ Ethereum's Glamsterdam upgrade is now in its final development phase ahead of testnet deployment, with a mainnet launch expected in H2 2026.
9
Everyone has Warsh backwards. This week I'm releasing a three part series on the Fed. Part I below👇
4
5
16,749
6/6/26
1
488
Everything sold off together today — equities, crypto, gold, DXY bid. Classic forced deleveraging. Meanwhile June 5 COT just printed S&P Commercials at maximum long (100). Large Specs at 0. Tops don't look like this. Shakeouts do.
2
1
12
1,445
Luke Graham White retweeted
Jun 4
A 3D model of the solar system, driven by the sun's gravitation pull.
The solar system does not look like a flat spinning mobile. The sun hold 99.8% of the mass in the solar system and it's gravity keeps every planet , asteroid and comet locked in orbit around it.
88
360
2,105
148,067
Hair is standing up on my arms a bit. Something is going on under the surface and I'm going to lay it out soon, but I think rotation within the crypto sector is underway. A few things I'm watching👇
ZEC 110% in 30 days. NEAR 178% in 3 months. HYPE fresh ATH, flipping DOGE for top 10. INJ 86% on the month. Privacy sector 288% last year.
BTC dominance breaking down off 60%. ETH/SOL/XRP/FET/BNB/ZEC all making higher highs against BTC on the intraday.
Korean retail vacated crypto for the KOSPI semi boom, kimchi premium on ETH at a near-historic discount (@FroehlichThors1).
ETF outflows in BTC and ETH. The slowest money trimming the index while the fastest money rotates underneath.
Foundational piece on ETH coming very soon. Curious if anyone else is noticing this percolating in their feeds.
11
29
317
258,437
There's a frequency under the tape right now, too low for the obituary to hear. No one's pricing it. It's the answer to the strongest bear case made on ETH.
It's here👇
3
2
16
5,006
Luke Graham White retweeted
Jun 3
Leonardo da Vinci's greatest paragraph
88
5,946
33,453
651,120
Despite the flush and the dystopian crypto sentiment today — I have never been more fired up about the signals. Foundational ETH piece drops tomorrow — it'll explain exactly why. Subscribe for free on substack to get it first: 👇
2
2
18
894
Luke Graham White retweeted
🚨: You’re closer in size to the entire observable universe than to the smallest possible scale of reality—the Planck length—by roughly 400 million times.
Let that sink in.
139
1,067
5,745
458,945
Yes it will be a wild ride, hardly believable in real time, and biotech and pharmaceuticals will do very well.
Jun 1
if you're under 50 and you stay healthy, i think you will live to 150 years old minimum
the medical singularity is happening.
just in the past 2 months alone:
> revmed's pancreatic cancer drug (daraxonrasib) doubled survival in the deadliest cancer there is, 13.2 months vs 6.7 on chemo. it got a standing ovation from 40k doctors at the world's biggest cancer conference
> a one-time gene editing infusion (verve-102) permanently switched off the gene that drives bad cholesterol and cut it up to 62% from a single dose. one and done, no daily pill for life
> a lung cancer pill (lorlatinib) kept 60% of patients with spread cancer progression-free at 5 years. the longest anyone has ever held back a metastatic solid tumor with a single drug
> mayo built an ai that catches pancreatic cancer on routine ct scans up to 3 years before doctors can. it spotted 73% of the earliest cases vs 39% for human radiologists
> lilly's new weight loss drug (retatrutide) hit up to 30% body weight loss in its big phase 3 trial, and along the way it cut knee arthritis pain by 76% and dropped bad cholesterol about 20%
and we are still just at the beginning of the exponential
call me crazy but i'm a believer when Demis hassabis says we will cure all disease in the next 10 years
4
1,431
For the record: @Sykodelic_ and @dangambardello are among the few analysts whose theses actually hold up against the data — and their positioning will be vindicated when the dust settles. Striking how many trusted voices have anchored to consensus and gotten caught offsides. Credit where it's due. Follow both.
4
626
Sharp piece — and worth reading in full. The frame I'd add from my own work: ETH's late-cycle leg is structurally different from BTC's because ETH doesn't halve. The 4-year cycle is a BTC pattern. ETH was only mapped onto it through correlation. The setup ahead is BTC making a lower high while ETH decouples and runs on its own institutional clock — the same clock Chalom is describing.
Two engines underneath it: ETH treasuries earn native staking yield BTC treasuries can't, and the supply story (institutional accumulation against a structurally lower float from staking) is the part the market hasn't priced. Vol surface still has upside cheap.
9
780
Not to oversimplify things, but of all matters, peace and the continuance of life, rank top for me.
5
370