Content
@
https://warpcast.com/~/channel/harecrypta
0 reply
0 recast
0 reaction
Renatov
@renatov.eth
π§πΏππΊπ½ + ππΏππ½ππΌ + ππ²π± π°πππ + π«πΆ = ??? Next 24h = stacked catalysts + skewed flows. Expect elevated vol and some liquidation showers. Fed * 2025βs second rate cut is in. Powell presser up next, watch guidance with data gaps from the shutdown. * QT ends Dec 1 β liquidity tailwind. * Vote 10β2 (one wanted - 50 bps, one wanted no change). * Activity: moderate; hiring cooled; unemployment ticked up; inflation still above target. Mega-caps (1h after the Fed) * Meta, Microsoft, Alphabet report (~$9T combined mkt cap). * A big print can yank index gamma and risk appetite fast. USβChina (02:00 UTC) * Trump - Xi meeting. The newly announced tariffs, blamed for the recent crypto liquidation wave - are set to kick in in coming days. * A positive readout and a pre-Nov 1 TACO could shove risk back to the top of the range. * Trumpβs talking up a win-win and flagging a South Korea trade deal with ~$350B investment into the US. Read it as a rare overlap of monetary + corporate + geopolitics in one session: * Soft tariffs + QT end β risk-on. * Hard tariffs / negative summit β de-leveraging and another forced-sell wave. Stay nimble. Tighten risk, trade the reaction, not the headline.
1 reply
1 recast
17 reactions
sara
@sara2003
Sharp breakdownπ
0 reply
0 recast
1 reaction