0.o @be90kr

Quick look at the charts this morning. Fresh longs on a retest of the Previous Weekly High are probably the play for coins that have clearly broken out. Deep dive incoming 🔍

@EricCryptoman @fomo Username: bekr

as this run ramps up and hopefully my winning streak continues, subs will get first access to thoughts/snippets which, honestly, some will fail and some wont

starting with $830 this run. all being tracked on a widget made with Fable 5.1. Nothing super fancy, but does show all entries/exits/PNL on the main screen. Goal is to stack a few consecutive 3-5xs, then find a hopefully-bottomed conviction play and park the whole lot in there.

Trade with me on fomo and get 10% off fees! fomo.family/r/bekr

Got lucky here with my first fomo trade. Making use of that $duke bounce and run, staying away from arc probably. Join me on my fomo adventures. fomo.family/r/bekr

CVD (Cumulative Volume Delta) CVD is essentially a visualisation of market buys minus market sells. Unlike the previous posts on funding rates and open interest, CVD is slightly more niche. CVD is typically used to infer aggressive participation i.e. traders executing via market orders/crossing the spread. These traders take liquidity and typically trade with passive traders i.e. limit orders resting in the order book. As with most indicators, CVD is most interesting and relevant when some sort of divergence is visible. In my view, the two most notable forms of divergence are the following: 1. CVD diverging from price. These are standard oscillator-style divergences e.g. CVD makes a higher high while price makes a lower high / CVD makes a lower low while price makes a higher low. This is evidence of absorption i.e. aggressive orders being 'absorbed' by passive orders (colloquially, trying harder and having a diminishing impact on price). The divergences described above are typically more impactful than the other way around e.g. CVD makes a lower high / price makes a higher high. In general, for reversal setups and intraday trading, you want setups where the more aggressive participants are not being rewarded. 2. Spot/Perp CVD divergence. On average, with many exceptions (mostly discussed in the funding rates post), perp markets provides a better proxy for aggressive traders than spot markets. Perps - by virtue of the high leverage available - attract a lot of casual punters who simply want to ape some positions. While it's not entirely accurate to posit that perps = dumb / spot = smart, it's worth being aware that perps attract more aggressive positioning and sloppy execution on average. With that in mind, it can be useful to overlay perp CVD with spot CVD to see which side is being aggressive, and importantly, to what effect. Common examples of reversal setups include an aggressive ramp up in perp CVD into a key level with no spot follow through or even spot selling / aggressive ramp down in perp CVD into a key level with no spot follow through or even spot buying. One can also identify more nuanced examples e.g. spot and perp CVD generally aligned, price reaches key support and perp CVD becomes more aggressive and makes a lower low while spot CVD makes a higher low / price reaches key resistance and perp buying becomes more aggressive and makes a higher high while spot CVD makes a lower high. In other words, it can be useful to observe which side 'takes over', and to what effect, at inflection points. On average, for reversal trades, perps getting disproportionately aroused at key levels (relative to their price impact and/or relative to spot markets) can add confluence to reversal setups. Important caveat. CVD does not always show the full picture. When the market is filled with tourists punting leverage on altcoins, CVD can be a reasonably accurate proxy for measuring aggression (whatever that means). However, when dealing with bigger markets e.g. BTC/ETH with more sophisticated participants and methods of order execution, the picture can get muddied very quickly. For example, one method of execution is 'limit taking'. This sounds paradoxical as limit orders typically add liquidity, not reduce it. However, this method involves pushing the price up with rapidly repricing and refreshing limit buys (often but not always via spot books). It's completely conceivable that this results in a 'divergent' CVD i.e. spot CVD not moving up (or even moving down) despite bullish activity in the spot orderbooks. This kind of activity can be imperfectly tracked by looking at bid/ask ratios or depth, but you can already tell that treating CVD as an omniscient oracle may give an incomplete view of the market. There are also examples of market participants being short-term aggressive in perps with the sole intention of filling spot limit orders in the opposite direction e.g. burst of perp buying to fill (typically larger) spot sell orders, which aren't always fully visible either. Summary CVD is cool, but requires the appropriate context and confluence. Standout divergences, especially in more tourist-dense altcoin markets, can provide useful short-term to medium-term trading signals. This can be especially potent if used as a confluence factor when building a case based on good levels and if funding/open interest support your argument. Blindly following CVD as bullish/bearish, without nuance and on higher market cap assets probably isn't the best idea. This concludes the tripartite series of tweets on futures data stuff (OI/liquidations, funding, and CVD). "I ain't reading all that. I'm happy for u tho. Or sorry that happened."

I am an active user of onchain protocols. From time to time I try new dapps. For example I used FWA a lot last month. Today I tried a new dapp: moji dot wtf. I'm a big fan of emoji and was meaning to try something on Robinhood chain too. I deployed a pair: 🟩 with $NVDA. I want to make it clear that this is not endorsed by MM or Consensys. It is just the green square emoji paired with a stock token. Please do not assume this is an endorsement. Thanks!

1/ I'm a cardiologist. I've practiced for twenty-five years, through a lot of "breakthroughs" that turned out to be press releases. So understand the weight of what I'm about to say: I have never seen a single week in medicine like the one we just lived through. In the span of a few days, four separate scientific breakthroughs landed. The stock market treated them as four unrelated stories and sent a handful of biotech companies soaring. But that's the shallow read. Look closer and they are not four stories at all. They are four faces of the same story — the biggest shift in medicine since the discovery of antibiotics. Medicine is becoming programmable. Individualized. Written for one human being instead of the average of millions. Let me walk you through exactly what happened, in plain language, and show you where this is actually headed. Because the future arrived quietly this week, and most people scrolled right past it.

El ingeniero que construyo Claude Code acaba de soltar un video de 28 minutos donde te enseña a escribir prompts que realmente funcionan He visto cursos de 300 dolares que no llegan ni a la mitad de lo que explica en los primeros 10 minutos Archivos CLAUDE.md, atajos de memoria, sesiones paralelas y patrones de prompting que cambian el juego Todo en un solo video y completamente gratis Da igual si eres principiante, desarrollador o ya llevas meses usandolo Esto te va a hacer usar Claude como nunca antes

Los 289 jugadores que no representarán a su país de nacimiento en el Mundial

This will eventually send much higher imo, just a matter of time $ETHFI is one of the very few things that I might actually be willing as a "longterm investment" rn already fully vested and card metrics keep printing new aths every week

Norbert Bodziony 🇵🇱 @norbertbodziony

4 months ago

x.com/i/article/2054…

10 3 45 32K 20

@growthrapidly Yes

Well well, looks like I front ran Harvard studies x.com/rohanpaul_ai/s…

Unihax0r @0xUnihax0r

7 months ago

When you realize that nearly all progress in working conditions and individual freedom has resulted from social struggles and not technological progress, you understand that the AI utopia they are selling will end up being another dystopian trap

2 1 32 8K 3

bitcoin w1 honestly the similarities in this cycle compared to the last is crazy of course it doesn't look exactly the same, there is much more money in bitcoin now but it's following the same script, just different actors price action is a display of human emotion

Matt @tradermatt

8 months ago

bitcoin d1 same but different

2 1 36 55K 3

Visual of all the products Clorox owns.

$CLX - Defensive stock breaking out that covers consumer staples from Clorox cleaning products like wipes and bleach, ranch dressing, burt bees, brita filters, and charcoal.

Energy pushing up higher on a red day.

USA Rare Earth $USAR: Government Giveth, Government Taketh Away By Hataf Capital The rare earths sector is not for the faint of heart. If you want a masterclass in volatility, just look at USA Rare Earth, Inc. $USAR, which recently doubled off its lows only to surrender a massive chunk of those gains in a matter of weeks. It’s a classic case of the market struggling to price a company that is essentially trying to reshore an entire industry that the West effectively abandoned decades ago. While the headlines are focused on a massive $3.1 billion government-backed capital raise, the underlying story is more complex. We are seeing a strategic tug-of-war where the U.S. government is finally putting real capital on the table, but at a cost that is both dilutive to current shareholders and potentially exposed to the pricing whims of Beijing. Despite the noise, my investment thesis remains bullish, as USA Rare Earth is positioning itself as the critical, vertically integrated answer to China's near-monopoly on the minerals that power everything from F-35s to the semiconductors in your pocket. The Trump Investment: A High-Stakes Lifeline Last week, USA Rare Earth dropped a bombshell regarding its capital structure. The company announced a massive $3.1 billion raise that, frankly, looks like a restructuring of the entire bull case. Here is how the math breaks down: $1.3 billion in a senior secured loan via the CHIPS Act. $277 million via 16.1 million shares priced at $17.17. $300 million from 17.6 million warrants also at $17.17. $1.5 billion from a private capital raise at a premium $21.50 per share. The market’s immediate reaction was a mix of relief and "sticker shock" over the dilution. By issuing over 103 million shares, the company is diluting existing holders by more than 50%. However, this isn't your typical desperate penny-stock dilution. This is a strategic entry by the U.S. Department of Commerce under President Trump’s push for the government to take equity stakes in exchange for critical infrastructure support. What’s interesting here is the shift in the timeline. The company was previously looking at a 2030 start for its Round Top mine in Texas, but has now pulled that forward to late 2028. When you’re trying to build a $4.1 billion "manufacturing fortress" that includes magnet production in Oklahoma and heavy rare earth mining in Texas, you need a "big bazooka" of capital. With a 2025 year-end cash balance of only ~$350 million, this multi-billion-dollar infusion was the only way to turn these "science experiments" into an industrial reality. The "China Problem" and the Lack of Pricing Guarantees Now, let's address the elephant in the room: the January 29th selloff. The market took a hit when it became clear that the government deal did not include the pricing floors that investors were desperately hoping for. The fear is simple: the Chinese government has a long history of weaponizing its supply chain by undercutting prices to bankrupt Western upstarts. Many expected a deal similar to what MP Materials secured in 2025, which provided a safety net against predatory pricing. CFO William Steele’s defense of this was telling. He argues that because Round Top produces minerals like dysprosium, terbium, and yttrium which are in "dramatic undersupply" outside of China the market itself will provide the floor. I’ll be frank: that’s a bold bet on rational market behavior in an arena that is historically irrational. However, there is a practical interpretation of this data that the bears are missing. Sophisticated buyers in the aerospace and defense sectors are no longer just looking for the cheapest price; they are looking for supply security. A 15% premium for a "Made in USA" magnet is a rounding error in a multi-billion-dollar fighter jet program, but a lack of that magnet is an existential threat. Valuation: A 2030 Vision at a 2026 Price If we look at the projected 2030 revenue target of ~$2.6 billion and an adjusted EBITDA of $1.2 billion, the valuation starts to look like a massive anomaly. At a fully diluted share count of ~280 million, we’re looking at a market cap of roughly $6.2 billion. Trading at just 5x 2030 adjusted EBITDA, the stock is being priced as if these competitive disadvantages are permanent, while its strategic advantages are temporary. Under any rational valuation framework, a company with this kind of manufacturing leverage and operational lock-in should command a premium, not a discount. Of course, there are hurdles. The U.S. lacks the "tribal knowledge" of rare earth processing, and the path to 2030 will likely be littered with operational "yield bottlenecks" and higher-than-expected costs. Your Takeaway USA Rare Earth is a classic asymmetric risk/reward play. The market is handing us a gift wrapped in fear because it can't handle the "lumpiness" of government deal-making and the lack of a pricing safety net. The reality is that the "Stargate" of Al and defense infrastructure requires these minerals. As the scarcity of these products becomes more apparent, the 50% dilution we’re seeing today will look like a small price to pay for the "Manufacturing Fortress" being built in Texas and Oklahoma. I would look to buy the stock on this current weakness. We are in the earliest stages of a decade-long reshoring cycle, and sometimes the smartest move is to let the hype burn out before the fundamentals bring everyone back to reality. [Guys! Please Make Sure To Like And Repost If You Like Our Content]

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@cousincrypt0 One doesn't preclude the other.