N8

@0xn8

121 Following

54 Followers

N8 pfp

for agents I actually like Gemini 2.5, am I weird

1 reply

0 recast

0 reaction

N8 pfp

Do we remember how old alts going parabolic was the end days signal of the bull What if old trench coins are the new end days signal considering: Who in their right mind trades high float alts Market is fractionalized into: BTC/Stable farming Majors Trenches (shit alts) New tech (cool alts) What if yesterday was a warning not a bat signal 🚨

0 reply

0 recast

0 reaction

N8 pfp

There is a silver lining underneath the storm: Liquidity outside of the US is loosening with most major central banks cutting rates. This fights back the turmoil caused by the US but I still don’t believe it’s enough. For a bit more depth, subscribe to my substack for mid year check in coming at the start of 2H 0xn8.substack.com/subscribe

0 reply

0 recast

0 reaction

N8 pfp

Upcoming catalysts like July 9th deadline of 2/3 countries tariffs deal deadlines + doubling down of no rate cuts by the FED (markets digesting this) + JPY interest only able to move up Signals a tougher environment rather an easing one in the short term. Put that with the backsplash of liquidity extraction event(s) [PumpFun, Plasma] this space has never seen (it’s extractive; whether it’s out of your current holdings into these new ones or out of the space in altogether) preparing for the cold at the very least will keep you from getting offsides during the summer lull.

1 reply

0 recast

0 reaction

N8 pfp

This leads directly into rate cuts. Tariffs aren’t going away and they lean into the chance to rise then they do settle. Soft data (consumer reports) are terrible. Inflation expectations at the highest level in 3 decades. These are highly volatile and somewhat political data points but still. The FED has a dual mandate and inflation is still a much bigger concern than employment. Rates stay the same and even hikes could be considered depending on tariffs effects on prices.

1 reply

0 recast

0 reaction

N8 pfp

0 reply

0 recast

0 reaction

N8 pfp

Is it unpopular to say that I kind of like it ? It’s an adjustment and things will need some fixing (as all new tech) but it’s actually super innovative

0 reply

0 recast

0 reaction

N8 pfp

0 reply

0 recast

0 reaction

N8 pfp

Key on extensive planning Engineers going from code slaves to architects is a nice shift. In 20 years nobody will want to code in python like they don’t want to code in assembly Tech

0 reply

0 recast

0 reaction

N8 pfp

The London implementation, details still being released but centers on the Geneva agreement What that was: ◇ August 10: Postponement or highest tariffs ◇ 30/10 - - US/China tariffs ◇ Not a full truce but an easing with continued negotiations London implementation details (so far): ◇ 55/10 US/China tariffs (higher on US side) ◇ Likely not a full truce but an easing with promises Trump's first-term trade war lasted nearly two years. This game is probably just getting started.

1 reply

0 recast

0 reaction

N8 pfp

Is a long winter coming for our digital assets? At minimum, the weather is cooling. • Rate cuts (lack thereof) • Weakening soft data • Trade war postponement, not truce • Upcoming macro likely to hurt rather than heal • LE. (Liquidity Extraction)

0 reply

0 recast

0 reaction

N8 pfp

are you going to add anymore wallets ?... pain I missed mint pass/presale

0 reply

0 recast

0 reaction

c0des pfp

first artwork is revealed now, refresh the metadata. it can unexpectedly turn into an another artwork. remember, this is a dynamic nft. 👀 stay based 💙

6 replies

8 recasts

47 reactions

Stubby pfp

Live look at the @primitivesnft group chat We are so early 🤣

4 replies

4 recasts

16 reactions

N8 pfp

1 reply

0 recast

3 reactions

N8 pfp

Sometimes its important to pay attention to TradFi other times its important to turn off Bloomberg. This is BTC's correlation to S&P. Notice crypto so far this year has been moving into a world of it's own. This is the lowest correlation to equities (23%) since fall 2021.

0 reply

0 recast

1 reaction

N8 pfp

As first formal cast I want to restate and share with the crew a tweet I wrote a bit ago: To be risk averse in the face of ~ - halvening - rate cuts - presidency switch to red - falling global currency value - at the cusp of the most prolific growth in market & tech history with AI Higher, for longer. Thend it.

1 reply

0 recast

2 reactions

N8 pfp

1 reply

0 recast

2 reactions

N8 pfp

I'm castinggggg

0 reply

0 recast

1 reaction

Primitives pfp

Welcome to Primitives on @base

12 replies

9 recasts

40 reactions