MH
$QQQ lost more than 6% on Thursday as the AI trade sold off hard. $BTC fell about 5% over the same market-close window. This is only the second session since 2014 when $QQQ lost more than 5% and $BTC also fell, but by less. The other was March 16, 2020. Days when Bitcoin was
0 replies·0 reposts·4 likes·1,042 views
MH
Outperforming $BTC and $ETH isn't that difficult. We think the simplest way to beat the majors this year has been owning DeFi protocols that actually hand their revenue back to holders. You might have heard of the DeFi index, but what's worth noticing is that not all those
1 replies·0 reposts·3 likes·968 views
MH
Everyone is lumping $ZEC and $XMR together as the privacy trade. They solve the same problem in very different ways, and the trade-offs matter more than the price action. $ZEC uses zero-knowledge proofs. When you send from the shielded pool, you hide among everyone else in it,
3 replies·0 reposts·3 likes·1,371 views
MH
Memecoin peaks keep getting smaller. The top 2023 launches like $PEPE and $WIF peaked in the billions. The best 2026 launch so far topped out under half a billion. 2025 looks like the exception, but that's $TRUMP and $MELANIA . Both were political launches rather than trenches
2 replies·1 reposts·3 likes·1,145 views
MH
Midterms are done, and $BTC hasn't moved much yet. That's unusual. In the two weeks after each of the last 4, it moved somewhere between -13% and 30% from the election-day close, and realized vol climbed every time. The biggest one, 2018, started from the calmest setup at about
1 replies·0 reposts·4 likes·979 views