.@FundstratDirect's @SeanMFarrell with a warning that $BTC could fall as low as $48,000 as Strategy fears mount 👀⬇️

Thanks @David_Grid and @SeanMFarrell for a great conversation at Medici LA We covered a lot of ground on financial privacy and why I have backed Zcash $ZEC for nearly a decade

Bitcoin just notched its first week of outflows in 2 months. Is bitcoin:native headed for trouble? @fundstrat Head of Digital Asset Strategy @seanmfarrell joins us live to break it down. Tune in!

Hyperliquid

Data from @FundstratDirect @SeanMFarrell shows that $BTC usually underperforms in weeks following $STRC ex-dividend dates, like today: "BTC performance in the ~14 days following prior STRC ex-dividend dates has been weak (-4.3%, -6.5%, -11.6%), suggesting a potential air pocket"

1/ 📣 "Jupiter today reminds fundamental investors of what Robinhood was pre-COVID… a very strong core audience, a very loyal and sticky retail customer base." @xxjzhu makes the case that Jupiter is the clearest expression of the fat app thesis on @solana. New Level Up episode is LIVE with @xxjzhu, President of @JupiterExchange. Join @David_Grid & @SeanMFarrell as they dive into: ◆ Its evolution from DEX aggregator to DeFi super app ◆ JupNet: the omni-chain execution layer ◆ Jupiter Global: stablecoin cards QR pay in 200 countries ◆ Net-zero emissions DAO vote ParaFi’s investment ◆ Bull and bear case for JUP at current valuations 🔗 Full episode links below ⬇️

Chatting with @fundstrat Head of Digital Asset Strategy @SeanMFarrell about where crypto goes from here:

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PSA: Mark was hacked. Please do not click any links. He is working on a resolution.

I believe I once read about this in a substack post

Live webinar starting in 1 hour🚨 Join @SeanMFarrell and @MarkNewtonCMT today at 2PM ET for a live Crypto Market Update as they break down: → Key risk levels for BTC and ETH → What positioning and flows signal about institutional behavior → The catalysts that could shift sentiment in the weeks ahead → Where we think the bottom is for crypto fsinsight.com/event/crypto-m…

An interesting theme emerging in crypto is the rise of devcos building operating businesses on top of their own purpose-built chains. The most notable example is Stripe/Tempo. Plasma is another team pursuing this "full-stack" strategy, and I find it compelling. I’ll try to eventually share more thoughts soon on what this could mean for the token, but in the meantime, enjoy this podcast we recorded with @pauliepunt. Thought it was a fun convo.

crazy levels of fear in the crypto markets today... - SOL touching $68, putting all the auction levels in the FTX estate sales underwater - BVIV (30d rolling implied vol on BTC) hit 95v, from 40v a week earlier - MSTR Jan27 $5 strike puts trading at $0.50, pricing in ~10% of default over the next year - BTC March (50 days) 15 delta skew at 35v to the puts "buy when there's blood in the streets"?

Almost time to go shopping

TBT to that time we had @SeanMFarrell on Coinage 31 days ago to give our community the warning that: Bitcoin was falling to $60,000 Solana was falling to double digits Ethereum was falling to $1,600 Signal through the noise.

Great.. shoot me a message in May.. the most important thing you can do for YOURSELF NOW.. is to watch the ONE-HOUR webinar Sean and i did on Crypto last week

👀 actually I started with @fs_insight around November and since then they’ve been spot on @SeanMFarrell called the January rally and predicted 1800 eth and 60k btc in December. And so far he’s been spot on 😅 I hated to hear that of course but he’s been right

ironically, Hyperliquid.

Observing

[ ZOOMER ] MSCI CONCLUDES REVIEW INTO DAT INDEX INCLUSION, DECIDES NOT TO EXCLUDE DATS LIKE MICROSTRATEGY FROM INDEXES