Crypto Stuff I'm Looking At Today ... - Total crypto market cap at $3.67T... down from recent ATH of $4.40T... - $QQQ at $623 down from recent ATH of $635... - Bitcoin Fear & Greed Index at 29 - Altcoin Season Index at 41 - Politics center stage in markets as Trump talks about $2k stimmy checks, 50 year mortgages, and all eyes are on the government shutdown plus pending Supreme Court stuff re: tariffs (more thoughts on this below)... - Monad releases $MON tokenomics, also apparently doing some additional raise thing on Coinbase - DefiLlama releases new LlamaAI tool (extremely cool - will link to more info below) - Ledger to potentially IPO or do big raise - Mantle going hardcore on embracing RWA's (link below) - $XRP ETF apparently launching in next week - $ORE now up 60x and generating all sorts of attention (think I'm too late on this one sadly but will link to good thread on it below) - Tether continues to buy $BTC and make all sorts of interesting moves - $MOVE bond volatility index super low (typically bullish for risk assets) - Kaito meta seems to have declined a bit but remains ongoing (link below) - The dudes from Phantom gave an interesting interview to The Empire Pod (one of the Blockworks podcasts) where they discussed the possibility of IPO'ing as well as the possibility of launching a token, but seemed pretty noncommittal on both... I would be insanely bullish $PHNTM if we ever get it though... think they are absolutely killing it... - Aave and Orderly and a number of other projects are generating excitement via new buyback initiatives - I once again encourage you to watch some Doomberg videos to understand what's going on with natural gas and by extension oil prices... think its one of the biggest macro variables nobody is talking about and is EXTREMELY bullish risk assets for the next 10 years... - Sentiments seem to be improving a bit and alot of smart accounts I follow are bullish... many think $BTC is currently being distributed from early whale sellers and 4 year cycle believoors to institutional and/or long-term buyers, setting stage for bullish macro setup to propel us higher (link below to good example) Conclusion Once again lads, I remain resolutely bulltarded on every medium and long-term spectrum that exists :) I do think its possible the Supreme Court overturning Trump's tariff stuff could catalyze a short-term drop though, so I went from like 130% long on stonks + crypto overall to 100% long and then if this happens and we see a drop I'll redeploy back to 130%... Some have asked whether the Supreme Court overturning them would actually be bullish, and while on a super long-term basis you could maybe argue so, the problem is that Trump has already been making all sorts of deals and etc with other countries based on them, so essentially if the Supreme Court overturns them its going to create a big mess and lots of uncertainty, and markets tend to hate uncertainty... Any drop would be short-lived imo though and I still think 2026 is gonna be the start of the *real* bull market no matter what happens (we just had a couple rebound mini-bula's thus far), and that things will get utterly crazy... Imo it most likely starts in Q2, but its possible markets frontrun it and things start getting wild sooner than that :) Either way stay frosty my dear internet friends 💪 I appreciate you all tremendously 🫡🙏