AMADO'S CRYPTO GROUP
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MZ Specialized in crypto currencies Not a financial advisor @alpacino_fuentes_mz 🔱
نمایش بیشتر1 257
مشترکین
اطلاعاتی وجود ندارد24 ساعت
-57 روز
-1030 روز
آرشیو پست ها
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🇺🇸 Fed Chair Warsh sounds HAWKISH at Jackson Hole:
1. Inflation is better but still sticky.
2. The Fed is sticking to its 2% inflation target.
3. The economy is strong: solid spending, stable jobs, rising investment.
4. Rates may not be high enough yet.
5. Most Fed officials wanted to wait before changing rates.
Fate cuts aren't coming easy.
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Core PCE came in as expected. Which is higher vs last month.
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One thing I don’t understand is why everyone is already so hyped about the DXY dump and acting like the dollar is finished.
A significant part of the initial move wasn’t simply an organic shift in supply and demand. Japan and the US carried out a rare coordinated FX intervention after the yen came under extreme pressure. Japan’s intervention was estimated at up to $85B over July 30–31, while the US participation was much smaller but sent an important policy signal. (Goldman Sachs)
There was also a Treasury-market angle to this. Japan holds a massive amount of US Treasuries, and one concern was that supporting the yen through large-scale Treasury sales could put even more upward pressure on US yields. The US involvement, including access to mechanisms that allowed Japanese authorities to obtain dollars against Treasuries rather than selling them outright, appears to have helped reduce that risk. (Axios)
That’s why I’m hesitant to extrapolate the initial DXY move and immediately conclude that the dollar is about to get destroyed.
At the same time, I wouldn’t say the entire DXY dump was artificial. There are genuine fundamental pressures on the dollar as well. US fiscal concerns, elevated long-term yields and the Treasury’s expansion of its bond-buyback program have all contributed to uncertainty around the dollar. The Treasury recently increased its long-duration buybacks as policymakers try to improve liquidity in a stressed bond market.
Another important point: intervention by itself usually doesn’t permanently change the direction of a currency unless the underlying fundamentals change with it. The yen initially moved from roughly ¥164 to ¥155, but has already weakened back toward ¥159.
So for now, I’m not convinced that DXY is ready to completely break down.
I actually think there is a decent possibility of a DXY bounce, and if that happens alongside USD/JPY recovering and/or tighter financial conditions, it could have a meaningful impact across risk assets especially crypto. I am not saying the whole move on BTC will get erased
For me, the key is watching DXY + USD/JPY + US Treasury yields together, rather than looking at DXY in isolation.
Until those confirm a structural dollar breakdown, I’m staying cautious about the narrative that the dollar is simply going to get rekt from here.
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Around 5% exposed longterm atm. No rush easy peasy lemon squeeze. Fact I am longterm exposed is already something special for me. First time since 2023.
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As I’m preparing for the next phase, I want to bring back something that worked really well for us in the past.
Anyone who believes they can genuinely contribute to the group — whether that’s through sharing charts, finding gems, providing insights, or bringing any other valuable skill — will receive a discount. I believe that people who actively add value to the community should be rewarded for it.
We did something similar back in 2023, and the group we built was an absolute banger. I’m trying to bring those vibes back again, especially now that a lot of the old members who took some time off are starting to return.
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You can still use the call with 4h close below if you still have a position
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Lets do some more scalps
#TAO
Purple zones targets, main target YELLOW, Imbalance zone. Will make a small video as well on my reasoning for this trade
Sl 1h close below 217
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Getting questions about my gameplan. Obviously cannot share this in public. But will try to upload some charts soon.
Everyone only busy with trying to predict a bottom or no bottom. Imo its irrelevant. If you believe we started the bullmarket we have 2 years to go :) so stop crying after a 20% move on bitcoin. And if you believe bottom is not in than have a plan B as well.
I don’t work with bottom in or not. I work with validations
