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Ithaca Protocol

@ithacaprotocol

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Ithaca Protocol
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Ithaca Spaces: Market Report Now Live on X 🎧 https://x.com/i/spaces/1eaKbWovyvnGX
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Ithaca Protocol
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Odyssey of Fate Airdrop 1ïžâƒŁ ⁠Visit 👉 app.sablier.com/airdrops/campa
 2ïžâƒŁ ⁠⁠Connect your connected wallet on Odyssey 3ïžâƒŁ Click on “Check Eligibility and Claim” button 4ïžâƒŁ Sign the claim transaction 5ïžâƒŁ You will receive the airdrop tokens
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Ithaca Protocol
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📈Ithaca Protocol Market Update â–ș White House crypto summit still up in the air; who is invited, who isn’t, when, what agenda. We should be certain it will produce good headlines â–ș 1 of 3 Trump / Bessent economic policy pillars under pressure; biggest German government bond selloff in 30 years on the back of rearmament policy shift â–ș ⁠JPM still bearish crypto markets, this time no further structural arguments, but making the case that ETF outflows are mostly driven by retail and better and better terms offered by Strategy to entice investors point to flow picture headwinds â–ș ⁠Would love to hear why would anyone still be involved in memecoins, flows have dried up, thankfully for the rest of the market, with huge destruction and distraction along the way. Serious investors were looking at memecoin funds and memecoin allocations. What a top of ( memecoin ) market sign. Elon on JRE was scathing about the joking nature of it; DOGE last cycle around pumped more on utility hopes
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Ithaca Protocol
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Ithaca Protocol
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📈Ithaca Protocol Market Update â–ș Tariffs clotheslining the market; still surprised how it keeps being a surprise â–ș 4D chess is becoming all the more complicated with ADA, XRP SWF and the response which verges at the disappointing / shockingly disappointing / intelligent response to what, as is, may be negative for crypto ( but will be very positive moment the ' art of the deal ' initial gambit gets withdrawn, it can’t be that this administration can’t see the irony or, frankly, the silliness here ) â–ș @cryptohayes unraveled the simplicity of what may be unfolding; drive the economy as close as possible to recession, even triggering a technical one, by DOGE inspired cutting and tariff related uncertainty for the mother of all monetary easings to be unleashed â–ș Stay bullish
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📈Ithaca Protocol Market Update â–ș There is a Trump crypto put active right now; ( market should feel there is a structural bid in the market post aggressive FUD; similar to how Greenspan put underwrote the late 90s bull market ). We are also nowhere close to any ' irrational exuberance ' speech, which was uttered in late 96 and next bailout took place Sep 98 ( and bubble burst in March 2000, but also left us with Amazon and Google as well as fibre optic network that underpinned next 25 years software eating the world ) â–ș ⁠ISM and payrolls this week â–ș ⁠Trump’s State of the Union address early Wednesday Asia time, will he elaborate on crypto stockpile or reserve/ crypto summit on the 7th, we aren’t done with the headlines â–ș 4 D Ukraine chess in full swing with Europe presenting their version of ceasefire plan â–ș GS Prime Book short positioning highest in 5 years â–ș ⁠Option skew increasingly favoring puts, another way to see retail stepping back
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📈Ithaca Protocol Market Update â–ș Ethereum Foundation leadership changes â–ș Trump crypto summit â–ș Treasury cash starting to draw down attracting attention as the great white hope â–ș End of U.S. exceptionalism, US GDP weak growth patch dominating commentary, Mag7 dispersion, lots of wisdom after fact that to start the year 58% expected US to outperform, healthy contrarianism pays off sometimes, prediction here China will continue doing well this year, Europe not so much, US and Japan will catch up â–ș Last week ranked among top 5% of weekly risk reductions among hedge funds, Tuesday was the largest retail selling day since U.S. elections, signals point to continuing CTA selling ( who are 35% long vs last year, but still 85% vs 5 years, as per MS ) â–ș ⁠Summary: some hickups still, but worse over as we are approaching Trump Put territory
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📈Ithaca Protocol Market Update â–ș Broad retail ( in equities ) in pain; leveraged MSTR, Palantir and now NVDA show extent of carnage ( their crypto younger brothers can give some cope advice ) â–ș⁠ PCE to provide some reprieve; institutions closer to ‘ buyers’ strike ’ than capitulation, unlike retail, according to GS â–ș⁠ Broad market misinterpreting bitcoin weakness as ‘ retail pain ’, nowhere close to it, having performed well enough, it acts as allocator ATM in overall weakness; Microstratecy weakness yes, but this is just silly premium compression â–ș⁠ GS meme basket ( the real market ones, not pump.fun ), ‘ one of its worse 5 days on record ’ â–ș⁠ TSLA -40% off the highs, Mag7 in correction territory â–ș⁠ ⁠You don’t sell here, you should have done so earlier, buy calls with light delta â–ș⁠ Consensys / Metamask SEC case dismissed, memecoins not securities, yes, there are good news daily somewhere
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📈Ithaca Protocol Market Update â–ș Vibe shift continues shifting with Jeff Bezos realigning WaPo’s opinion page â–ș NVDA no need to hear from us, stock reaction, barely moving despite 9% priced, tells it all â–ș Treasury Account will start getting run down, liquidity support the macro factor that will underpins crypto recovery â–ș We will stop commenting on the tariff headlines, just bake that in â–ș Rates continue to rally, curve flattening, these are a good backdrop â–ș Now SOL is oversold too.. usually big unlocks eventually become bullish
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