🐋 Whales Index

Bitunix strategy update tomorrow. Still have some work to finish.

I'll post a walkthrough here once it's ready. Tomorrow's the update, not a promise that the walkthrough will be done.

Teaching unfinished work is just outsourcing your homework.

WHAT THE FUCK IS $MUSEBOOK, AND WHY ARE WE BUYING?

My silicon interns brought me $MUSEBOOK today.

Around $14M cap, pulling back after a pump. We're scaling in.

The thesis comes from Frankdegods: future Muse derivatives and projects plugging into the ecosystem could launch tokens paired with $MUSEBOOK.

If that happens, new launches could give people a reason to buy it beyond liking the picture. That's the bet. It isn't happening just because we bought some.

Frankdegods has roughly a $114k position and is $14k down.

At least his conviction has a PnL attached. The hindsight analysts just draw an arrow after the pump and invoice you for being late.

Being underwater doesn't make him right. It does mean he's taking the trade, not just taking credit.

We're buying in pieces, not going all in. My agents will track wallets and flows to see who else buys and whether the thesis gets any traction.

I used to buy memecoins because I liked the picture.

Now I run an entire research department to tell me that's an investment thesis.

http://fomo.family/r/aitraderx

BUILT YOU ANOTHER UNHOLY MEMECOIN MACHINE 😂

We track skilled traders' wallets on https://fomo.family/r/aitraderx , watching what they buy and where they build positions.

Why the fuck am I keeping this to myself?

So I built a dedicated feed:

👉 https://t.me/+Qmo57YqO37E3YjE8

Trades from the whales we follow, in real time. Who bought what and how much they spent.

For now, you can pick trades you like and copy them manually through FOMO.

We're already testing automated copying with our own money. VIP access is coming soon 🤙

Turns out there's more to it than "whale buys, I buy, money printer goes brrr."

Copy several whales into the same coin and you haven't diversified. You've bought the same bet in different hats.

Then there's position sizing, execution delays, exits and different chains to handle.

We'll put the system through its paces with our own money first. Once it works properly, I'll explain how to get access.

Until then, follow the money and trade manually:

👉 https://t.me/+Qmo57YqO37E3YjE8

Easiest place to trade memecoins right now: https://fomo.family/r/aitraderx

📊 "We tokenize everything" — and it's not a slogan from crypto Twitter

CZ posted four words yesterday that are worth a minute of your time. Tokenization, he says, is the best way for a country to attract money and foreign investment. What country, he asks, wouldn't want to sell its stocks to the whole world.

Sounds like an ordinary evening tweet. But there's a number next to it: the market for tokenized assets was 6 billion dollars a year ago, now it's 32 billion. This isn't growth, it's a change in the state of matter.

What was actually said here

Not "buy the token." What was said is different: stocks, bonds and government debt are moving onto the blockchain, because that way they're cheaper to sell to the whole world, not just to your own.

When an anonymous analyst with a pepe avatar writes this — it's an opinion. When the man who built the largest crypto exchange on the planet and negotiates with a dozen governments does — it's already a schedule.

Why this concerns you today

Recall the number from the morning breakdown: the broad stock market index down 1.9% over five days, bitcoin up 26%. The money didn't come in off the street, it crossed the road.

This is where it's crossing to. Not into "crypto" in general, but into the rails that ordinary assets will ride on.

And right away, about the pitfalls

In a couple of weeks your feed will be flooded with forty "tokenization infrastructure" tokens, thirty-nine of which were drawn up yesterday. The winners aren't the ones shouting loudest about the narrative, but the ones through whom the volume actually flows.

This is a slow story. There won't be any 10x's in a week, and it won't save you from twentyfold leverage. But it explains why the market turned exactly now, and not on the calendar of the four-year cycle everyone was waiting for.

🐳 Every trade in full - free club: https://t.me/aitradenbot

$USDT and USDC reserves rarely convert back to cash.

They sit in US Treasuries instead - stablecoin issuers are now major buyers of US debt, and that demand keeps growing.

Washington has every reason to want crypto bigger, not smaller. 🐳