W3Q
@Web3Quant
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long short or cash. everything else is noise.
Joined April 2022
tradfi pa seems really off. vix looks like its about to do its thing.
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signs of exhaustion in the privacy. best case now is sideways pa while momentum resets. then we see if it has real legs and if people are in it for the tech/ideology.
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htf needs a bit more work. ltf still in play. alts holding while equities puke and VIX spikes is a good sign. liquidity is the only “macro” that matters. two variables: the fed and trump. the fed path is known, no need to second guess. trump flips when equity pain gets too
mean rev in play. new uptrend depends on how fast trump pivots to voter friendly policies after mamdanis win.
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my father passed away. he was one of the most important people in my life. i am grateful for everything he gave me. please keep him in your prayers. this week reminded me that time is the currency of life. we traders are wired to optimise for money, and that is fine, but
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gold going for new ath.
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