CallMeHunch

The reason nobody cares anymore is because everyone remaining here is so brutally desensitized. I’m not even exaggerating when I say this place has been wiped out by so many asteroid impacts over time [10/10 being somewhat recent still], That the only survivors are crocodiles / species existing deep under water. That’s why, sometimes, being in a losing position is a good thing. ABUW. Always Be Under Water. ~ Dr. Axius.

More and more glut evidence showing up by the day!!! That $12 whale oil dream is feeling super close rn 🥹 #oott #iran

LINK:NYC was one of the most institutional rooms I've ever been in. Almost every conversation came back to moving trillions onchain. For years the line was that the institutions are coming. After this week I'd put it more simply, they're here, and they're building. What struck me most is how quiet the end state sounds. Someone buying Apple on Schwab may never know it's tokenized, and honestly, they may not care. Securities that sit idle in brokerage accounts start earning for the people who own them. Collateral moves just in time instead of just in case. Markets stop closing. Capital wants to be free and liquid, and the plumbing is finally being built to let it. I've also come around to the idea that the word crypto may fade. Its exports won't. Stablecoins, smart contracts and tokenized assets carry far less baggage, and they're quietly becoming part of finance itself. There will be more tokenized assets tomorrow than there were today, and that trend isn't reversing. If this is what winning looks like, it won't feel like a revolution. It'll just feel like finance working better.

BREAKING: A breakthrough has been reached between the United States and Iran, both sides have agreed to preliminary measures concerning Iran’s nuclear program, navigation through the Strait of Hormuz and financial incentives for Tehran. China and Russia are set to be guarantors of the agreement, the Iranian delegation has flown to Doha alongside the Qatari mediators to continue negotiations later today, according to Qatari Al Araby Al Jadeed.

Getting ready for bond 3. Bitcoin capital markets are humming blockstack:native

$ZECBTC dgaf about any of the worry out there

Bitcoin ROI after a rate hike in September of a midterm year. Notice how both prior times, Bitcoin held for about 1.5 months before the final drop began

#BTC and #SILVER went up about the same amount in the bull market (just different paths to get there). Perhaps they bottom around the same level too (just different paths to get there). Bitcoin historically goes below both the realized price and balanced price in bear markets (neither of which have happened yet). Though we have been getting closer and closer each cycle to not taking out the balanced price, so I would not be so deterministic about that. Just keep those risks in mind in Q4 and don't lose sight of the bigger picture. Could see both doing well next year once this drop is over.

This should go without saying, but usually the time to sell Bitcoin (if you are going to) is Q4 of post-halving years, not during the Q4 dump of midterm years. Usually the Q4 dump of midterm years just provide opportunities to buy for those who sold long ago. While many people will have you believe all sorts of things, I was clear that Q4 2025 was the top and that the accumulation phase started (in my mind) on July 1st, 2026 (with the potential for a Q4 drop like we typically see in midterm years). xitter.gq/benjamincowen/status/2…

Increased functionality and complexity leads to a larger attack surface. Bitcoiners have been warning people for years that Ethereum's design decisions would lead to catastrophic losses. It has in the past, it happened with Binance and it will continue. Keep it simple, stupid.