Will @WClementevIII

currently @keyrocktrading prev. sold startup to public co. dropped out of school, student of life & markets. not investment advice, opinions mine & change, etc Joined January 2012

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Will @WClemente

7 months ago

With headlines about about Treasury-Fed Accord, here's 10-yr real yields overlayed with price of BTC. This bull mkt was more about ETF & institutional adoption narrative but real yields stayed flat. If Warsh/Bessent are coordinating to reduce the debt burden, this is bottoming

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Will @WClemente

7 months ago

Watch market bottom? Global index up 7% over the last year after getting slaughtered post 2021

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Will @WClemente

7 months ago

Spent the morning vibe coding a portfolio tracking & optimization tool. Auto-tracks/analyzes my portfolio using AI, now integrating other analytical tools I've built to make it an all in one dashboard. Hard to see a world where generic wealth advisors exist in the future.

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Will @WClemente

7 months ago

Finally bought some $HYPE on this pullback

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Will @WClemente

7 months ago

Yesterday Hyperliquid reached ~1.5% of CME's silver futures volumes. Non crypto assets now represent ~1/3rd of its perpetual futures volumes. My main hesitation with holding HYPE was that the assets it trades are in a period of contraction and volumes/open interest on crypto assets have been bleeding for months. This made Hyperliquid a bet on speculative activity and volumes for crypto assets in my eyes. So while it was great as a platform, I didn't feel as strongly about the assets traded on it. However, the recent rally in metals opened the door for Hyperliquid to be more than just a crypto exchange, with TradeXYZ doing $4.28b of volume yesterday. I think HL could increasingly become viewed as a liquidity hub/trading venue, that just happens to be on crypto rails; especially as tooling for institutions to trade on HL improve and obfuscates any need for being "crypto native". If HL can continue to execute as it has shown it's been able to, this new development opens up the door for a much higher valuation ceiling and shift away from crypto market cyclicality. Probably not a coincidence that HYPE is the only crypto asset in an uptrend paired against Bitcoin outside of USDT.

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Will @WClemente

7 months ago

Wegonebeok

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Will @WClemente

7 months ago

BTC just traded below Microstrategy’s cost basis wow

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Will @WClemente

7 months ago

Historic movement on gold

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Will @WClemente

7 months ago

Nice to finally see BTC behaving like digital gold today

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Will @WClemente

7 months ago

Just saw someone say this and had to verify myself — Gold has added about $1.75 trillion in market cap just today alone. The market cap of Bitcoin right now is $1.78 trillion.

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Will @WClemente

7 months ago

For those who remember the last bear market well, it's hard not to see the the resemblance to Q1 2022. First loss (& retest) of both the 20/50 week moving averages since we crawled out of the depths of the bear.

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Will @WClemente

7 months ago

Generational breakouts on rest of world equity ETFs accelerating into the new year. Below: Emerging, Latin America, Asia, Canada

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Will @WClemente

7 months ago

Scott Bessent is the best American government official of my life time. He has a tough set of issues to face, but truly believe he cares deeply about the US, is a great spokesperson for the admin, & is as well suited as anybody to guide the country.

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Will @WClemente

7 months ago

/platinumbros

Will @WClemente

7 months ago

6 months later and it seems like capital rotation is following this order. Using crypto as my mental framework here: Instead of BTC -> ETH > alts would be Gold -> Silver -> Platinum/Uranium/others. Currently like platinum (& uranium) based on this + price action & am long.

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Will @WClemente

7 months ago

Will @WClemente

12 months ago

Imagine alt season, but real physical commodities led by gold instead of BTC Below: Gold, Silver, Platinum, Uranium

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Will @WClemente

7 months ago

The Europeans must come to grips with the fact that their own woke policy’s around energy, regulation, and spending billions on social programs for migrants instead of defense have now left them in a very weak state. The theatrics are all to save face, the US calls the shots.

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Will @WClemente

7 months ago

MAG7 with a pretty clear loss of momentum here for the first time in a while, doesn't seem like a spot where you want to be overweight risk. Seems like Energy, Defense, and Commodities are the only safe places to hide out for the time being

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Will @WClemente

7 months ago

Long end US treasury yields looking super coiled here on multi year view

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Will @WClemente

7 months ago

Vibe coded an indicator for Bitcoin by comparing its price to its underlying production cost. Interesting to see that over the last few years Bitcoin has more of less just floated at/below its production cost based on this methodology.