Today’s Nuggets
Cathie vs Warren
Inflation Spooks Bond Market
Tariffs are Hurting
ETFs Hanging in
10K Whales Stack
Liquidity Cycle and BTC
SOL Rev Surges Despite FUD
Circle IPO and Stablecoins Will be Massive
Trump Bros Score HUT
The Bloomberg Killers
This is our regular weekly OCTA story.
We had many people calling for 50,000 Bitcoins that have all flipped mega-bullish. We have more Bitcoin treasuries popping up.
Here is a list of some of the big unlocks this week.
ENA has unlocks every week, no surprise there. Layer 2s are always dumping and show up on this chart.
Wormhole is on the list, and they have a pretty big unlock coming. I have a tiny position in Wormhole. Render is also on the list, but it always has these tiny little 0.1% unlocks. Do not sweat that too much.
The top 50 performances over the last 90 days have been absolutely brutal.
This is the stuff of
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