farcards

Books

Listening to the audiobook and i’m enjoying it so far 

What are you reading this week?

(@phil you haven’t asked this in a while😅)

Coming to FarCon? 

Make sure to stop by the /books side event hosted by @amelie and @debbie: https://beta.events.xyz/8ee4fd

目前可以看到，新关税政策推动短期通胀，能否持续通胀取决于三个原因：影响规模，传导至价格的时间长度，以及是否能够牢牢锚定长期通胀预期。

当前，美联储的立场仍是以观望为主，确保通胀与就业之间保持平衡。 

不过在这一次发言上，虽然科技股重挫，但鲍威尔的言论当中却赞赏了数字货币！对于币圈来说，可能是一个不可持续性的短暂情绪利好！毕竟像他说的，特朗普关税是多变的，并且超出预期！

crypto-revelatio

Mystery Whale Moves 118MinBitcoin:BullishBetorWarningSign?∗∗Afreshwalletjustpulled∗∗1,398BTC(118MinBitcoin:BullishBetorWarningSign?∗∗Afreshwalletjustpulled∗∗1,398BTC(118.3 million) from Kraken, igniting debates across crypto circles. While the move screams institutional involvement, its intent remains shrouded.

Key Context

Whale Patterns: Massive withdrawals often precede major market shifts—think accumulation before rallies or stealth exits before downturns.

Macro Jitters: Upcoming U.S. inflation data and global trade tensions loom, creating a powder keg for Bitcoin’s price.

Technical Signals: BTC’s price clings to a critical support zone. A break below 85KcouIdtriggerpanic;asurgepast
85Kcouldtriggerpanic;asurgepast88K might fuel FOMO

Bottom Line
This isn’t retail money. Whether it’s a calculated bet on Bitcoin’s post-halving surge or a hedge against macro chaos, one thing’s clear: Big players are positioning. Traders, brace for volatility. Hodlers, keep calm and stack sats

[Visual Analysis: Parallels Between SP500 & BTC Market Behavior]
Attached are comparative charts showing:

Top: SP500 Index trajectory (Feb-Mar 2020)

Bottom: BTC price movement (Feb-Mar 2020)

Key Observations:
While BTC exhibited amplified volatility (theoretically 2%+ drop per 1% SP500 decline), it maintained relative resilience until the March 12 (312) liquidity crisis. This decoupling pattern warrants attention in current market conditions.

[Cross-Asset Liquidation Mechanics]
Q: Why did gold - the traditional safe haven - decline during the crash?
A: Two primary drivers:

Industrial Demand Factor: Gold's use in electronics manufacturing created tariff-induced supply chain pressures

Margin Call Dominance: Institutional liquidations forced leveraged positions to unwind, making gold (high liquidity asset) first casualty for cash raising. Long-term gold fundamentals remain intact.

"FED DROPS ECONOMIC BOMBSHELLS 💣 Powell plays hawkish DJ at 2AM – NO March rate cuts, but sneaky QE-lite move! 🕶️

🚨 Key Fire Alarms:
• "Dot Plot" Still Shows 2x 2025 Cuts (Same copium as December)
• QT Slowed to $5B/month – Secret money printer go BRRR? 📉→📈
• 2024 Forecasts:

GDP Growth ⬇️ 2.1% → 1.7% (Recession vibes)

Core PCE ⬆️ 2.5% → 2.8% (Inflation time bomb)

Unemployment ⬆️ 4.3% → 4.4% (Soft landing? More like crash landing)

📌 Reality Check:
The Fed just admitted their "Goldilocks economy" fairytale is dead ☠️ – Now hedging bets with stealth money printing while pretending to fight inflation. When did "transitory" become "permanent"? 🤡

Crypto Angle: BTC hodlers eyeing June rate cut odds – Will this liquidity drip fuel the next leg up? 🚀 Or is stagflation the real black swan? 🦢

Analysis of Recent BTC Transfer Events from Mt. Gox
Timeline and Key Developments:

Small Test Transaction (10 minutes ago)
0.000017 BTC transferred to Kraken deposit address: This very small transfer may be a test of the transaction channel, similar to the small test model in July 2024 (e.g., 0.021 BTC transfer), used to verify address validity or the exchange integration process. If the test is successful, larger compensation transfers may be initiated later.

893.41 BTC Transferred to New Address (1FodP...b28DB)
Usage Speculation: Combined with other transfer records from today (March 25, 2025), the 893.41 BTC may be related to the same batch transferred to hot wallets, intended for subsequent compensation to creditor trading platforms (such as BitGo or partner exchanges). The compensation process typically involves transferring BTC from cold wallets to hot wallets, then distributing to creditors.

Music

currently in the musical instrument museum in arizona!

it’s so beautiful, there are instruments from pretty much every country with screens that play the music when you walk past

lmk if you want to see a particular countries instrument and ill share it below 🎶🎼

Founders

Excited to share something that’s been in the works for a while.

Farcaster has long needed a native investment group - now, it’s here!

Meet Crossroads: the Farcaster-native angel group, investing in and amplifying the next generation of founders.

Apply to join or seek funding: https://crossroads.srcbook.app/

Follow @crossroads and /crossroads for updates and opportunities to get involved.

Frontend

If not React, then what?

https://infrequently.org/2024/11/if-not-react-then-what

A few house/electronic songs i've been listening to this week.

Pretty upbeat + positive for the most par :)

Lmk your favorite!

Im obsessed with the first two..

https://open.spotify.com/playlist/06IqwNnhZkbTZgU0R2XQep?si=c38159c568ec49b1

The latest voting stats for #SOL's SIMD-0228 proposal are in: 12.4% support, 3.4% oppose. It's almost certain to pass!

This might cause a short-term hiccup, though. Stakers could start unstaking en masse since staking rewards will drop once SIMD-0228 is approved. But looking at the bigger picture, tackling #SOL's inflation issue is a major win for the long haul!

First impressions:
- we don't post here, we cast
- no videos, why?!
- lots of features, little explanation
- it's refreshing to only see people I follow

base-builds

Another day to show the work on @base , propelling the narrative of base across Africa making everyone know that on-chain economy is for them no matter your background. Still on the journey of onboarding around 3000 people before Q4. 

Watch out  for Street OT With Ayblogger

https://x.com/Ayblogger01/status/1888847289449345031?t=a2TIC9Fb8lLpzlfuSuRNCQ&s=19

Congratulations to all 750 Base builders who received rewards for their efforts throughout the year. Base is better off thanks to you.

Here’s to another year of building together. LFB!

Jerome

@jerome-1