onchain fx is a gigantic opportunity -$6.5+ traded daily, largest financial market globally -Fragmented market compared to equities -Lighter regulation b/c inherently global -Less transparent than equities if you are building in this space, would love to chat
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Gmeow anons, when are you planning to take profit and what’s your reasoning behind picking that timeframe? Based on market sentiments, Potato is expecting that we might hit pico top of this cycle in Q4 2025 and potato is expecting another bear market from 2026.
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[Day 2] : The Digital Gold Thesis remains unchanged One day or another, Bitcoin's market cap will be higher than Gold's market cap, and it'll be inevitable. Currently, the XAU:BTC market cap is trading just at a 14:1 ratio.A Comparison of All the Top Assets by Market Cap (All Assets, Including Public Companies, Precious Metals, Cryptocurrencies, and ETFs):In the context of the current 4-year cycle, we will face contagion risk from the "treasury company meta," in which, except for 2–3 entities, almost all entities are trading at a huge premium to their NAV, which won't continue post-Q4 2025.
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