A theory is spreading on X: trailers for Dune and Dune: Part Two both aligned with market bottoms, followed by BTC pushing to new ATHs.
Now the trailer for the third movie just dropped, so the βsignalβ is back in play.
Sometimes the market finds indicators in the most unexpected places.
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Coinbase launched round-the-clock trading on equities for users outside the US, with leverage and full integration into its derivatives stack.
At launch, futures are available on the βMagnificent Sevenβ plus SPY and QQQ.
Equities are starting to look more like crypto with each step.
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Polymarket bets on FDV one day after launch show a clear shift. Expectations are low almost everywhere, with only a few pockets of optimism.
$100M ~70% β $1B ~20% β $2B ~9%
Market expects a weak launch. Trust is low, NFT narrative faded.
$100M ~99% β $300M ~73% β $700M ~7%
Pre-market around $300β350M disappointed many. Returns look average.
$300M ~50% β $1B ~22% β $3B ~6%
Once seen as a multi-billion play. Now mostly skepticism.
$50M ~92% β $300M ~45% β $1B ~13%
Some curiosity remains. Prediction markets still have momentum.
$300M ~94% β $1B ~49% β $5B ~2%
Strongest sentiment in the group. Still early, still attention.
The common thread is simple. Market is no longer paying up for narratives alone.
Feels like pricing is finally getting stricter.
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And some crypto bros still living with delusional mindset that $10,000 is not money.
People outside crypto bubble travel 130 days, visit 9 countries with $12,000.
You only live once.
β
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People outside crypto bubble travel 130 days, visit 9 countries with $12,000.
You only live once.
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"No, I can't quit my job.
There is zero opportunities to make it outside my safe 9-5"
β
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There is zero opportunities to make it outside my safe 9-5"
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As of March 23, the average cost to mine 1 BTC is above $82K, while price sits near $69K, putting miners at roughly a 15% loss per block.
Higher energy costs, partly driven by rising oil prices, are squeezing margins. Some miners are shutting down equipment and selling more BTC to cover expenses.
Lower hash rate and forced selling add pressure on price.
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Trump confirmed the talks happened just last night and says he has no idea what Iranian media is talking about when they denied any direct or indirect communication with Washington.
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Top 250 deployers pulled ~$79M in 6 months, launching 194K tokens.
Only ~10 tokens crossed $5M market cap.
Supply is infinite. Winners are not.
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5 minutes before Trumpβs announcement:
β‘οΈ $1.5B notional worth of S&P500 (ES) futures are bought in a single clip.
β‘οΈ $192M notional of oil futures (CL) sold.
More than 4x-6x any other trade size during the market close.
Insiders profited from his lies in broad dayligh.
β
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More than 4x-6x any other trade size during the market close.
Insiders profited from his lies in broad dayligh.
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π€19π₯7π€£7β€2π±1
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Peter Schiff, one of the most well-known Bitcoin critics, says he never invested in crypto for a simple reason.
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The New York Stock Exchange is partnering with Securitize, backed by BlackRock, to build a platform for tokenized securities.
Key details:
The stack is based on Ethereum with L2 solutions like Polygon, Arbitrum, and Optimism.
Built with regulatory frameworks in mind, including SEC and MiCA requirements.
TradFi isnβt ignoring crypto anymore.
Itβs rebuilding itself on top of it.
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