Didier G retweeted
The Everything Code suggests that over time the NDX has a 97% correlation with GMI Total Global Liquidity.
Total Liquidity is at all time highs.
NDX is following.
We have been long tech stocks in GMI (and RV Pro) since Dec 2022 when liquidity bottomed.
Crypto has digested the lagged effect of the US shutdown and liquidity crunch and should follow suit and head back to new highs as the business cycle improves and the Iran war fades. This has been a nasty mid cycle correction in my view and as marginal liquidity was withdrawn it got hit hard but as it comes back, it should accelerate.
Let's see but nothing in my framework has changed. That led me to keep adding into weakness.
Once we hit over 1 standard deviation overbought on the log trend, that'll be the time to take lifestyle chips off. I didn't before because it didn't get to that zone so I added on weakness instead.
Good luck. Let's see...
Didier G retweeted
A short thread on the war and where we are with the Russian government’s goals of re-writing the European security order to reflect a weakened West and a stronger Russia.
Didier G retweeted
It is regrettable that many Western commentators repeated Putin’s narrative that the problem came from an aggressive NATO expansion aimed at encircling Russia.
Time for a reset of narratives. Here are some simple insights, informed by our work on the game theory of alliances. 🧵
Didier G retweeted
To some European leaders who are still hesitant: each year at commemorative events you say ‘Never again’. The time to prove it is now. Russia is waging a horrific war of aggression in Europe. Here is your ‘never again’ test: BAN RUSSIA FROM SWIFT and kick it out of everywhere.
Didier G retweeted
The enormous payoff from decentralization and permissionless innovation. I cannot believe more people don't understand this. It's so obvious.
Didier G retweeted
Nancy Pelosi claims that politicians should be allowed to invest in stocks while in office because "this is a free market economy."
If that is true, why do politicians and regulators prevent people who aren't rich from investing in startups? 🤔
teapaw.org/i/status/1471231000835…
Didier G retweeted
We live running from our mortality and denying our irrelevance -- then we die and become irrelevant.
Make sure to enjoy the ride ♾
Didier G retweeted
The Coming Rise And Fall Of Central Bank Digital Currencies
Digital currencies are quickly gaining traction in the world; but Bitcoin is poised to maintain superior incentives.
Written by @Ammarooni
bitcoinmagazine.com/culture/…
Didier G retweeted
$DCR connecting to broader ecosystem. This will be second type of inter-blockchain DEX which will connect Decred to other communities. First is done by Decred core team, second by @THORChain. Great work and KUDOS to @fst_nml
Decred bifrost is making good progress. The vast bulk of work has been done and add liquidity/swaps are working.
$DCR $RUNE
cc @decredproject
Didier G retweeted
#DeFi und #Staking Wie man mit der Blockchain passives Einkommen erzielen kann
bit.ly/35CZKiT
@johannesschmitt @_d146t @StakingRewards @FrankJSchwab @JensSiebert
Didier G retweeted
Doge Bubble Edition pscp.tv/w/c0hH3jFvTlFsTFdST0…
Didier G retweeted
In moments of uncertainty, when courage and strength are required, you find out who the true corporatist scumbags are.
Didier G retweeted
Lindy Coin performance over the last 2 months vs BTC as it pushed from $12k to $41.6k.
One of these coins held it's ground far better than all the others.
Next step is to continue consuming those higher than it.
#Decred is being repriced
#BuiltToOutlast
