Phil Bonello
@PhilJBonello
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@plaintext_cap Prev: @grayscale, @ikigai_fund, @messaricrypto. ~nidber-filbur Opinions are my own. Not investment advice.
Joined October 2011
RT @joshua_j_lim: 1/ macro and options view from fresh highs:. our trading desk is bullish on crypto in the near term, led by the range bre….
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BTC is at all-time highs, and this is where the vol is. Wild
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Keep an eye on small vs large cap equities here. Russell is tradfi's shitcoin index.
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RT @tier10k: The world’s largest bank, JPMorgan, has filed a trademark for what appears to be a stablecoin called ‘JPMD’ .
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The market structure can be summarized with "the loser now will be later to win".
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The most absurd hill to die on.
@catturd2 @BasedMikeLee FYI. Pedophiles are attracted to pre- pubescent girls and boys. I'm not defending Epstein. But he had sex with teenage girls, 14-17 that had physically developed sexually. They were underage, so criminal and immoral, but that does not make him a pedophile.
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Reminder, politicians gonna spend. Relevant today as Elon and Trump have their fallout over continued spending. Bitcoin really is the escape hatch.
The highest probability outcome is that the Trump/Bessent plan to reduce spending won't actually happen, and we'll ultimately return to a market driven by fiscal dominance.
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RT @blockworksres: 1/ Decentralized Physical AI meets AI mining. @natixnetwork’s new Bittensor subnet transforms crowdsourced street-level….
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There have been a lot of fakeouts, but ETHSOL outperformance is in sight. They have essentially traded places over the last two years in terms of positioning. In 2022, ETH was by far the most crowded trade, and now I think SOL has taken that spot.
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Very little short-term holder supply despite Bitcoin pushing ATH. Paired with fairly neutral derivatives positioning, things are looking good for BTC.
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RT @bennypjacobs: Important PSA 🚨. There is a very sophisticated social engineering scam/hack that I nearly fell victim to yesterday. 5 oth….
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Trump really is a crypto bro with all these announcements of announcements.
🔴 Trump: There may be news on Russia-Ukraine today.
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RT @NATIXNetwork: 📢 DEPIN MEETS SUPERIOR MAPPING TECHNOLOGY 📢. We’re excited to announce our collaboration with Grab, Southeast Asia’s lead….
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This was fun. Thanks for having me @AndrewSteinwold!.
“Attention is the asset”. @PhilJBonello, CIO of @plaintext_cap, shares how he built a $30M+ liquid crypto fund by betting on emerging narratives before the world catches on. We dive into.- 4 year cycles.- Why token flows rule.- Why story > spreadsheets.And much more. LINKS ⬇️⬇️
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nothing stops this train.
House GOP aims $150 billion Pentagon spending increase: Politico.
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Glad that Zora launched a token. Too few consumer apps are experimenting with tokens as a way to bootstrap growth.
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Now that the tariffs are getting walked back, the other narratives are next.
The highest probability outcome is that the Trump/Bessent plan to reduce spending won't actually happen, and we'll ultimately return to a market driven by fiscal dominance.
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