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Post by Sonny

Published Aug 01, 2025Updated Aug 01, 20252 min read

This blowoff top in Tradfi has way more steam left in it according to USDJPY


Things are going to get really crazy from here on out as institutions triple down on carry trades


I've doubled down on long positions this morning across crypto and CLSK and CRCL


Key dates to watch will be August 12th and August 22nd - I suspect I will build the hedge in VIX around August 22nd but let's see how it unfolds

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