Co-Founder of https://t.co/cimTYcqJ01, Publisher of Balthasars Börsenbrief, in #crypto since 2015, #defi since the beginning, investor and educator.
Jun 9, 2023 • 10 tweets • 7 min read
The main points of the Glassnode newsletter of 5 June: 1/9 🧵@glassnode Insights: Stagnant digital asset prices and underlying indicators suggest a shift towards risk-off capital rotation, with an increasing preference for stablecoin capital. #CryptoMarket#RiskOff#Glassnode
Jun 8, 2023 • 9 tweets • 5 min read
Thread🧵 on GMI's key macro charts by Raoul Pal. @RaoulGMI#GlobalMacro1/7 ISM is falling to 46.9, indicating short-term weakness. New orders point towards a drop closer to 45 in June. #GlobalEconomy
Jun 7, 2023 • 11 tweets • 5 min read
A recent post by John Authers @johnauthers raises some interesting questions about the US consumer market and #crypto industry. Let's look at some important points.
1/10 💵 Consumer discretionary stocks are outperforming staples, which is usually a sign of economic expansion. However, retail sales growth remains slow, causing some uncertainty. #Markets
Jun 7, 2023 • 11 tweets • 6 min read
Short summary of the Cake DeFi Twitter Space on 6 June: 1/11 📢 In a recent @cakedefi space, @julianhosp & @andreattafab discussed the current state of the #cryptocurrency industry. Key focus: the SEC's lawsuit against Binance and its impact on the crypto community. #CryptoNews
2/11 Notably, they shed light on the difference in allegations against #Coinbase and #Binance, suggesting the latter's case might be more severe. Discussion ensued about potential regulatory actions of the US government. #CryptoRegulations