Crypto Macro Trends for 2022

Discussion in 'Crypto Assets' started by johnarb, Jan 3, 2022.

  1. johnarb

    johnarb

    Fake Jared, low follower count... scam


     
    #761     May 26, 2023
  2. johnarb

    johnarb

    Good news(?) the debt ceiling has been raised and may completely disappear in 2025

    It will be an interesting week. We'll have to look at how the bond markets trade

    The Treasury is going to be issuing over a trillion $ of debt, who's going to buy them? If it's the Fed, that would be awesome for the stock market and all risk assets, party like it's 1999, QE45678

    The other countries are not a fan of our US debt

    If it's going to be the US banks or the stock market "investors" or other investors, that's less liquidity for all risk assets

    upload_2023-5-28_12-2-15.png
     
    #762     May 28, 2023
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  3. themickey

    themickey

    Purely from a technical perspective from my algo which I deem relatively reliable, there's a little more downside to bitcoin which can be expected in the very near term (smart money driving prce down to get more of a bargain) then very early June, bitcoin will run up.

    The usual pattern to expect is for price to languish for long periods of time followed by sharp short price explosions to the upside which leave many sitting in the dust caught by the surprise.
    ^BTCUSD_Barchart_Interactive_Chart_05_29_2023.png
     
    #763     May 28, 2023
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  4. johnarb

    johnarb

    Closed the yield farm on Pepe, yield is down due to low trading volume on Uniswap, weak price action on Pepe even with the debt ceiling news

    Converted 70% of the Pepe holding to Eth in anticipation of the HK/China allowing trading of the top 20 cryptos in the next 2 days

    NFA
     
    #764     May 30, 2023
  5. johnarb

    johnarb

    h/t to Cobie

     
    #765     Jun 8, 2023
  6. NoahA

    NoahA

    I gotta say, this isn't positive in the slightest. Even if the projects themselves have something going for them, losing exchange listings is a huge problem to overcome.



    Prices are of course far too low now to do anything about my positions (I have a good chuck of SOL and smaller positions in ADA and Matic), so it either goes to zero or pumps again at a later date, but man, just when you thought things couldn't get any worse....
     
    #766     Jun 9, 2023
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  7. johnarb

    johnarb

    Cryptos are under attack by the US regulators and banks. There's no denying this

    Crypto firms and projects are moving out of the US and also do not want US residents to access their systems, i.e. putting geo-blocking

    We all have suspicions on why this is happening but there is nothing that can stop these attacks from continuing to happen, maybe if there is a more crypto-friendly administration in the future, who knows, but I would not count on it

    Anyway, yes it's possible that prices may come down for the crypto projects that are affected, even the majors like btc and eth prices may go down, but these are in the short term

    Bitcoin and cryptos ecosystem will move on without the US
     
    #767     Jun 9, 2023
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  8. themickey

    themickey

    Difficult to see how, US has a lot of clout and when US says "jump" everyone else asks "How high?"
     
    #768     Jun 9, 2023
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  9. NoahA

    NoahA

    I honestly doubt the viability of many of these coins without the US market (ie. Money). Bitcoin of course is safe, and I see a place for all the innovation around smart contracts and this type of technology. But I honestly wish I didn't own anything but bitcoin at this point.
     
    #769     Jun 9, 2023
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  10. johnarb

    johnarb

    Capital will go where it is treated best

    https://www.forbes.com/sites/digitalrules/2009/05/18/capital-goes-where-its-welcome/?sh=160b6dd553d4


    Money will flow to Bitcoin and Ethereum, and from there, the cryptos ecosystem will absorb the liquidity, through dexes and other inter-blockchain transfers, even offshore cexes

    Binance dot com has 10x btc trading volume than Coinbase Asian crypto trading markets are much bigger than the US


    https://cointelegraph.com/news/cryp...not-in-the-us-or-europe-bitcoin-builders-2023
     
    #770     Jun 9, 2023
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