Uhhh what was this sell off? ...

Being able to highlight and work with awesome partner's like Caldera, to bring more eyes to their ecosystem is incredible, and I'm VERY gratefulI think this is only going to continue to show that Block Space is a commodity. ...

Block space is the New Oil.Don't overthink this.What Caledera is showing is that organizations, rollups, and their deal flow is paying A LOT for real block space.As more and more entities continue to come on chain, that block space inherently becomes more valuable as a result.It is clear as day, that what is happening here is.Caldera's rollup ecosystem has already generated more revenue in a short period of time, than MANY entire L1s and ecosystems have in years.Caldera (@Calderaxyz):Real usage = real reven ...

Thanks to Tarrifs, i still lean this way.0.25 cuts across the next 3 meetings.We do however now see the volatility, 12% chance of a 50bps cut in September.With December on FedWatch pricing in a 350-375 target, which is what 3 rate cuts would have us at, for a 67.3%I am on the 25bps for October, as well as 3 Fed Rate cuts to happen in 2025.Easy (@EasyEatsBodega):As the effort continues to become the #1 Predictoooor on this app.I am looking at this line a lot, becuase I think 3 Rate Cuts are more or less a su ...

As the effort continues to become the #1 Predictoooor on this app.I am looking at this line a lot, becuase I think 3 Rate Cuts are more or less a sure fire thing this year.September, October, December, all 1 0.25 BPS cut.If we get a shock 2 cuts in September, these odds fly imo.If we get 1 cut, and the data continues to be bad into October, 3 should fly.Your risk here is we get 2, then 1, then 1, which would make the toss up between 3 and 4 on the table.3 Cuts should be closer to 50% imo.Easy (@EasyEatsBode ...

This is sick.Gonna start incorporating this a lot more.Big fan of MOBY, and loving their angle on tracking all smart money across all markets.MobyScreener (@mobyagent):Next Frontier: Predictions 📈Our goal is for MobyScreener to become the home for all types of onchain discovery.We started by reshaping token discovery with MobyScreener and @whalewatchalertNow, we’re expanding into Prediction Markets with the launch of Smart Money Feeds https://t.co/JmwXouxmlL ...

Update.It now has 2 cuts at a 2% chance.Still feel that the 1 cut is the play here imo.We will get a second cut in October, and probably a 3rd cut in December. https://t.co/es1DH2owugEasy (@EasyEatsBodega):There is a 99% chance of a rate cut in September.Polymarket still has these odds at at 89%You are basically seeing an 11% gain, more or less a sure fire thing here, over 12 days.Fed Meeting is going to be the 17thMacro data is showing clear signs a cut is going to https://t.co/r06mF160j3 ...

There is a 99% chance of a rate cut in September.Polymarket still has these odds at at 89%You are basically seeing an 11% gain, more or less a sure fire thing here, over 12 days.Fed Meeting is going to be the 17thMacro data is showing clear signs a cut is going to happen.Prediction Markets are lagging.When there's pennies in front of you, pick em up. ...

Recaping Yesterday's macro talksCaught the $PUMP retest, and up toward our 1st Take Profit.It really is enjoyable just seeing the trades play out in REAL TIME.Live Right nowhttps://t.co/QStcdJBhD4 https://t.co/ASJ1smQk6JEasy (@EasyEatsBodega):LIVE RIGHT NOWhttps://t.co/NDT5TzT8x3- Macro Moves- Sports Overlapping Prediction Markets- Justin Sun - WLFI DRAMA!?- Giving away $1,000 THANKS TO YEET!&& so much more🔋by @yeet https://t.co/eZTRKGMdkj ...

LIVE RIGHT NOWhttps://t.co/NDT5TzT8x3- Macro Moves- Sports Overlapping Prediction Markets- Justin Sun - WLFI DRAMA!?- Giving away $1,000 THANKS TO YEET!&& so much more🔋by @yeet https://t.co/eZTRKGMdkj ...