whaleguru (@whaleguru) • Hey
whaleguru (@whaleguru) • Hey
Publications
- Congrats on the successful raise, Onomy!
- The funding gap of hot projects
- The periods when to make money the century scale
- Hundred years of investing cycle
- 100 years of stock market returns
- The Fed is expanding its balance sheet again. The bear market is really over
- Best photo of the day
- Link3 and Cyberconnect are the next alphas
- US banks: loan to deposit ratio
The Fed offers $2 trillion more BTFP for a good reason.
- Bank of America has $113 Billion of unrealized losses on its balance sheet. This represents >60% of tangible book value. And they are already too big to fail.
The current policy rate can’t last long.
- Employees of venture backed startups
- Typical liquidity farming strategies
- Comparing modular stacks of Ethereum and Celestia
- Comparing the speed of US interest hikes historically - this one is the steepest. How will it end, the same way down?
- Here is where SVB stands among other banks in the US
- With the latest loan solution from Department of Treasury and Federal Reserve, the large unrealized loss across the US banking industry is covered, at least until the next quant easing
- $Bitcoin Quarterly returns since 2013
- The implied end-point interest rate changed dramatically these few days. The market has smelled quant easing and is getting ready, thanks to the SVB incident
- Congrats for those that held on tight and remained in faith
[Joint Statement by the Department of the Treasury, Federal Reserve, and FDIC](https://home.treasury.gov/news/press-releases/jy1337)
WASHINGTON, DC -- The following statement was released by Secretary of the Treasury Janet L. Yellen, Federal Reserve Board Chair Jerome H. Powell, and FDIC Chairman Martin J. Gruenberg: Today we are taking decisive actions to protect the U.S. economy by strengthening public confidence in our banking system. This step will ensure that the U.S. banking system continues to perform its vital roles of protecting deposits and providing access to credit to households and businesses in a manner that promotes strong and sustainable economic growth. After receiving a recommendation from the boards of the FDIC and the Federal Reserve, and consulting with the President, Secretary Yellen approved actions enabling the FDIC to complete its resolution of Silicon Valley Bank, Santa Clara, California, in a manner that fully protects all depositors. Depositors will have access to all of their money starting Monday, March 13. No losses associated with the resolution of Silicon Valley Bank will be borne by the taxpayer. We are also announcing a similar systemic risk exception for Signature Bank, New York, New York, which was closed today by its state chartering authority. All depositors of this institution will be made whole. As with the resolution of Silicon Valley Bank, no losses will be borne by the taxpayer. Shareholders and certain unsecured debtholders will not be protected. Senior management has also been removed. Any losses to the Deposit Insurance Fund to support uninsured depositors will be recovered by a special assessment on banks, as required by law. Finally, the Federal Reserve Board on Sunday announced it will make available additional funding to eligible depository institutions to help assure banks have the ability to meet the needs of all their depositors. The U.S. banking system remains resilient and on a solid foundation, in large part due to reforms that were made after the financial crisis that ensured better safeguards for the banking industry. Those reforms combined with today’s actions demonstrate our commitment to take the necessary steps to ensure that depositors’ savings remain safe. ###
- A project I like - InfinityPools, which offers end-point leverage for participating parties, ignoring any intermediate volatility before target. Ideal for leverage traders
- Looking at SBF's donation list, we have a pretty good idea who to lobby and remove that potential electricity tax charge in Biden's budget proposal
- Historically, Fed cut rates in response to crisis. The time is near
- Monolithic vs. modular chains. Ethereum adopted Celestia’s approach in its latest developments
- This is actually very true. The turning point is near, either the crypto market or the Fed's currency policy. Or both.
- BREAKING: Microsoft says GPT-4 is coming next week
- Top investors in generative AI
- Upcoming Web3 events in March and April
- $Bitcoin has reached two critical support lines: the 120 and 200 MA. Historically, these lines signifies bull - bear market conversion.
- Remember this is still where we are in the long run
- Play-to-earn as driver for metaverse economics
- Number of tech employees let go in the past year. Soft landing expected? Given recent nonfarm employment data
- The evolution of inflation and buying power of $100
- $Bitcoin has been oversold for some time. The RSI is still close to historical low.
- Bank of England expects inflation to fall sharply this year
- #BTC weekend trade volume fell to its lowest levels in months ~ 🤔
# Up # Down
[Kaiko on Twitter](https://twitter.com/KaikoData/status/1632728355798671362)
“‼️Monday morning #liquidity update post-SEN shutdown‼️
#BTC weekend trade volume fell to its lowest levels in months.”
- We are pretty close, or right at the point of maximum opportunity. Or have we passed it already ;)
- Companies with high ROIC outperform in the long run. That’s the future of web3 ecosystems
- #Educational
How to draw trend line ?
A trendline is a charting tool used to determine the market's direction by connecting prices using support or resistance. A trendline can also be seen as a straight line that joins two lower highs or higher highs.
Drawing trend lines comes with a few rules
A trendline should connect a minimum of 2 swing tops or bottoms, more touches means it’s stronger.
A trendline should not cut through a candle or candles.
A trendline can only be based on closed the candle .
To draw an uptrend line, you start with a swing low on the left-hand side of the chart and connect it to a higher swing low.
To draw a downtrend line, you begin with a swing high on the Lefthand side of the chart and connect it to a lower swing high.
Trend following is a trading strategy that buys when the price is rising and sells short when the price is falling.
- The world’s biggest hedge funds
- Domino's Pizza beats Apple!
- The long-run drivers of stock performance
- Signs of excessiveness and extremism
- Total nominal return indexes, 1802-2006
- The Dow Jones Industrial Average: 1896-2016
- The November 28th cycles theory. Coincidence or behavioral finance?
- Who goes first? ;)
- US Federal spending in FY 2022. A huge deficit inbound. How can the Fed sustain the current interest rate for long?? The government clearly can't afford it.
It's high time to embrace risky assets.
- The $BTC halving schedule
- SBF's political donations categorized
- Similarly,