Trading Pub – 03 August 25 – Catch Up
00:39: Recommend using forexfactory.com for tracking news announcements, focusing on USD and FOMC minutes
01:03: Expect interest rate cuts in Q3/Q4 this year
01:52: Next interest rate review scheduled for September 17th, markets likely to be volatile week before and after
02:15: Bitcoin and ETH ETFs continue accumulating significant cryptocurrency holdings
04:24: Currently mid bull market, not yet near peak cycle
06:28: Dollar continuing downward trend
09:49: Alt season won’t start until Ethereum breaches and stabilizes above $4,000
11:40: Meme coins unlikely to pump until Solana reaches around $10
18:33: Tao treasuries website currently lists only three public STR companies
19:31: Three undisclosed companies planning $100–250 million raises, fully investing in Towel
20:25: Cryptocurrency market trends show Kaspa and other cryptocurrencies following similar price patterns
21:01: Most cryptocurrencies currently mirroring Bitcoin or Ethereum price movements
22:10: Subnet prices experiencing significant drops, creating potential entry opportunities
25:18: Trader acknowledges past error of buying subnets based on technology potential without considering trading methodology
28:03: Recommendation to focus on 5–7 solid trading plays with 10% allocation instead of spreading across 40+ subnets
31:00: Strong recommendation to avoid newer subnets less than 45 days old with less than 1500 total holders
33:03: Bittensor’s Detail protocol working but progressing slower than some participants expect
34:14: Trader maintains 30–70% portfolio allocation in route tower, waiting to make strategic moves
41:09: Cryptocurrency markets volatile; Iota developing transformative tech, but not immediate OpenAI competitor
42:02: Ridges recommended as a strong investment, with potential for significant portfolio allocation
42:42: Subnets show promise; Dippy recommended as investment opportunity amid market uncertainty
45:46: Recommended portfolio strategy: 10% Ridges, 10% Dippy, wait for market bottom
46:33: Considering sidestepping most subnet investments and focusing on root Tao
48:05: Central banks expected to cut rates; Base UI to potentially boost Tao market awareness