High Timeframe Momentum Thoughts

Lower Timeframe Price Action Thoughts

“Sell me this CME gap”

CME gaps have always fascinated Bitcoin traders. They occur when the futures market reopens after a weekend at a different price than Friday’s close, leaving a blank space – or “gap” on the chart. While most gaps eventually close, the rare occasions when two appear back-to-back in the same direction create a far mor

If you’ve been following the AI race, you’ve probably noticed billions are being poured into scaling bigger and bigger models. GPT-5, Gemini, Claude, and Grok all follow the same trend – more parameters and higher training costs have resulted in better benchmarks scores, but the underlying issues with reliability remain.

I’m sure you’ve a

Some protocols seem under the radar, so I’m farming them.

Futarchy.fi

The first futarchy market on Ethereum, similar to MetaDAO on Solana. It’s been live for a year but never promoted. Robin Hanson, who created the futarchy concept, is an advisor and was paid only $25k for the role. It was backed by GnosisDAO directly.

Prediction markets

He is not here; he has risen, just as he said. -Matthew 28:6

Release is still scheduled for August 29 so far. Working on collecting lists and more details will follow prior to the launch as well. pic.twitter.com/FhW51rvIkJ

— Milady In Christ (@miladyinchrist) August 26, 2025

The NFT space has been incredibly quiet. Ordinals are dead. Ne

The Fed is expected to deliver its first rate cut of the cycle in September, and BTC’s history around cuts is mixed. In 2019 the market front-ran easier policy, then faded once the cut arrived. In 2024 the opposite occurred, with Trump’s campaign, ETF inflows and corporate balance sheet demand extending the rally.

September 2025 now sits

Flagging this now as it may be a good way to get exposure to a potential ByBit/Mantle ($MNT) rotation/re-rating

I know LTR is planning on releasing a longer, more thorough report on Mantle soon so I’ll keep this brief.

Mantle appears to be looking to tie more value back to its layer 2 token, $MNT, similarly to how Binance has directed val

It’ll shock no one that I’m pitching ENA. I’ll start by reiterating the high-level thesis, before talking about the 3 most important short/medium-term catalysts I see coming.

Thesis: a better dollar

Stablecoins are undeniably crypto’s biggest killer app outside Bitcoin/SoV. TradFi understands this and is fully stablecoin pilled, as seen b

TLDR

Between Aug 13 – Aug 18, Bitcoin has fallen ~ -8.15% from its recent high. Meanwhile, the S&P 500 futures (ES1) dropped –0.78% and Nasdaq futures (NQ1) fell –1.35%. This divergence implies a BTC macro beta of 6.0x to 10.4x,  far exceeding its empirically validated range of ~2.0x during macro-correlated periods. Assuming equity indic

LTR gives his take on the launchpad tug of war and what he thinks the future might look like in this area.