The stablecoin increase in the system is definitely a good sign. It shows confidence and is an indicator that an approval isn’t a “sell the news event”.

At this point, my thesis is a strong pump after the approval, leaving a lot of sideliners behind… again. They won’t learn.

But after a good run, a likewise hard correction occurs. It might be triggered by a macro event. But we will see, markets and macro is fluid and your thesis should always adapt.

If you’re using Windows, please check!

DeFi Updates

99% APY for your $JOE on Stella!

Since launch I constantly have a hyper strategy running, which yields around 40%

Bullish on ThorChain

U Protocol isn’t a very known project yet, but I like what they’re doing.

It's an omni-chain stablecoin project that also has a BTC stable, backed by LSTs.

Mubi holders get 2% of the supply airdropped.

LRT will be a huge narrative. I was already talking about it, when nobody payed attention. But now it’s a very obvious one.

Here’s a good list of some of the available protocols.

With the upcoming bull, it’s tough to keep track of all the stuff that’s happening.

The best way to profit is to get a knowledgable team with lots of Alpha!

Here’re 7 days for free. (It’s NOT my group btw)

Monkey with a very good analysis of the DYM drop. It helps to decide to sell or not.

Depending on the price, I probably will sell around 50-75%

As I’ve reported, Timeswap is one of my favorites. (Not affiliated)

They’re going to expand to a bunch of other chains as well. There’s still time to farm $TIME

The first season of Mantle Journey is coming to an end.

Lots of people barely had interest in Mantle. It was overshadowed by other events like Base launch or ARB season.

However, if the first distribution of rewards will be a significant amount for people, it could finally get pushed into focus.

Investing

Not much changes since the last letter, but I’m buying the FXS and RUNE dips.

TIA didn’t come to my buying zone and I’m afraid it won’t. But it’s my second biggest position after ETH, so I’m good.

Also traded NEON a bit and got another position after the recent dip.

Macro

2024 is going to be the year of elections. Not only the US, but there going to be elections in more than 60 countries.

All these elections can lead to a whole different dynamic in our world. So 2024 will definitely be a year of change.

Important ones:

Taiwan Jan. 13th
A very important election. Either there’ll be pro China tendencies → bad for US or reelection of the current party, pro US → growing tensions between China

China wants to incorporate Taiwan and they often indicate that they’re willing to also do this with force.

El Salvador - Feb. 4th
Tinfoil mode on → let’s see if the big players want intervene in any way. The IMF isn’t very happy about the development in El Salvador.

Russia Presidential election - March 15th - 17th
Impact on Ukraine war

UK - May 2nd

Mexico Presidential elections - June 2nd

European Parliament - June 6th-9th
Very likely there’s going to be a move to the conservative/right

US Presidential elections - Nov. 5th
Probably a battle between the two grandpas Donald and Joe.

Risk of Israel intervening against Iran

The window for Israel is closing. Iran is close to build a nuclear weapon, which is an existential risk for Israel.

US troops are still in the area and a win for Trump in the election could have a change in the support for Israel.

Suez Canal

Because of tensions in the region, shipping companies send their freight around Africa. The price of shipping company shares have already pumped.

If this situation is going to continue, it would have a strong impact on inflation in the EU.

The Suez Canal is under suspicion that it’s used as a geopolitical tool. Of course, it’s just speculation, but it’s always good to have a look on who’s profiting.

Stay Sexy!

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