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Ithaca Protocol

@ithacaprotocol

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945 Followers
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📈Ithaca Protocol Market Update ► ‘ Trump / Musk relationship is fraying ’, this is just ‘ get popcorn at the ready ’, has even geopolitical implications; which side on Russia / Ukraine Misk lands? ► Circle IPO 25x oversubscribed, what a journey this has been for the team ( which mirrors crypto in many ways ) ► ISM and ADP have provided a gloomy outlook for payrolls tomorrow; bonds caught a proper bid. ADP a poor predictor payrolls but ISM services below 50, prices paid too high, new orders too low ► 2 main risks here; US / China ( and market sees China having a bit of the upper hand, but not ready to wield yet aggressively, rare earths issue subtle but painful ), OBBBA pushing yields beyond the 5% resistance ► Section 899 will be a focus every day for some time for everyone globally, capital flows impact will be meaningful and will play to dollar weakness
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📈Ithaca Protocol Market Update ► Trump | Elon rift incoming; skirmish starting with Isaacson’s withdrawal from NASA’s top job and now escalating with Musk calling the ‘ big, beautiful Bill ’ an abomination and Rand Paul in the crosshairs; OBBBA passed the House vote, now at the Senate ► KIA / Blackrock ‘ 100bln in AI data centers ’ ; Meta 20 year PPA for another nuclear plant ► Left-wing candidate wins in Korea ( they control both branches this time ) ► ADP, claims, payrolls this week ( JOLTS was strong ) consolidation day, MOVE back to 100 ► Payrolls will be good news is good news event; tomorrow the analysis ► Sharplink acquisition closed ( with additional ETH purchases discussed ) and Joe Lubin making a lot more credible case for how Ethereum as the yield bearing programmable money layer will be transformational for corporate governance ( more than imagining metrics up to when NAV > 100% for Strategy ) ► CZ calling for DeFi dark pools
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