📈 Ithaca Protocol Market Update

► Rumoured $TRUMP team address moved almost 20m$ worth to the exchanges: at some point some repricing on eventual change in political winds may be a market tail risk; this is the trade after the trade after the trade, one needs midterms on the horizon to start debating impact

► Coinbase Bitcoin yield fund launched

► US equity volumes -30% vs 10d average

► JPM research calls for ‘ being buyers of risk sometime in q2 ’ (non-falsifiable content extravaganza; ‘ letting dust settling on earnings guidance and tariffs ’ is a trivial statement

► JPM market intel calls though for tactical rally now though ( which makes more sense epistemologically ); mag7 earnings, asymmetry to MOU / trade agreements to be signed

► Monero spoke was hack related..

► ⁠NYT story about Minecraft, parties, hacking, kidnapping and crypto, indicative of the progress to be done; even the SEC is cracking down on obvious scams