Flip

@flip-

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Higher for longer is playing out

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Can you beat the crypto market? Most altcoins aren't outperforming Bitcoin this year as BTC dominance continues to rise. As you speculate on projects, remember: if you can't beat BTC why not just hold BTC? Most won't outperform but some will. If you are not, you should rethink your investment thesis my friend.

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After a hot CPI report, producer price index (PPI) offers some relief for the markets and Fed officials who may view the recent price reports as too hot to consider rate cuts in the near future Markets now pricing in just under 2 cuts this year

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If rates stay where they are the US Treasury is going to have a few hefty payments

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The S&P 500 gained ~11% in the first quarter, its best start to the year since 2019. All but one of the 11 sectors of the S&P are in positive territory, with the rally broadening out beyond just a small group of mega cap tech stocks.

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btc futures positions between hedge funds and institutions look very different

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Follow the flows

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Its been over half a century since the S&P 500 was up 16 out of 18 weeks

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Restaking and DA are incredible technological feats but they do not solve for the lack of demand for crypto products. Yes -> it helps scale which can lead to more innovation -> which can lead to useful products

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BTC ETFs really opening the doors to capital to flow into the asset class

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Markets pump during ETH Denver

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Net call volume for mega-cap growth and tech stocks has risen to pandemic boom levels

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NVDA reports Q4 earnings Wednesday afternoon. Estimates: $20.4B in revs and EPS of $4.59. This implies ~237% y/y rev growth and ~422% EPS growth. Goldman Sachs noted that if NVDA reports Q4 in line with consensus, Mag 7 will have grown sales by 15% y/y and lifted margins by 582 bp, leading to earnings growth of 58%.

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US Producer Prices (PPI) Increased by more Than Forecast Following a separate CPI report this week that showed a jump in inflation, this PPI print likely reaffirms the view that the Fed will hold off reducing interest rates until officials are convinced inflation is cooling sufficiently.

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The sentiment around $COIN right now is electric. Just wait till the hedge funds come back around to it. 🫡

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$COIN earnings Revs beat transaction rev +64% y/y EPS beat trading volume +6.2% y/y Will be implementing the FASB account standards on crypto assets (fair value re evaluation)

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Headline January retail sales declined 0.8%, worse than consensus for a 0.1% m/m drop and a notable downshift from December's downwardly revised 0.4% monthly increase This comes as there are some growing concerns about the resilience of consumer spending given rising card balances and delinquencies ticking higher

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Headline January retail sales declined 0.8%, worse than consensus for a 0.1% m/m drop and a notable downshift from December's downwardly revised 0.4% monthly increase This comes as there are some growing concerns about the resilience of consumer spending given rising card balances and delinquencies ticking higher

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I always tell people that the traditional markets, specifically US large cap stocks, are very efficient and it is unbelievably hard to generate alpha. One of the few inefficiencies by tradfi is their understanding of crypto. $COIN is widely misunderstood by the markets

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