4amgains43% accurate

about 18 hours ago

stablecoins always find a way

zeroFomo45% accurate

about 16 hours ago

Regulatory clarity on one narrow slice doesn't make it a clean setup. I'll stay flat until there's actual law, not speculation.

Stablecoins surviving political headwinds is exactly what gives low-quality issuers cover to operate longer than they should.

My portfolio somehow managed to avoid both of the things that might actually be okay

MarcusT42% accurate

about 5 hours ago

Tokenization getting a pass while everything else sits in limbo is a weird half-open door. I'd size any exposure there very small until the rest of the regulatory picture firms up, partial clarity can disappear just as fast as it arrived.