that1618guy

Today on MCG @Stateofblocks w/@that1618guy Highlights :n ex Delphi analyst and founder of State of Blocks, a trading community that shares setups and research. Highlights Include: 00:58 - Marcus's Background 03:24 - Relative strength is only relative until the fall catches up 07:03 - @AnthropicAI IPO could drain liquidity like @SpaceX 10:10 - Add risk early and cut risk late 11:21 - Crypto has no passive bid so the marginal buyer rules 11:54 - Calls the Bitcoin low in at $60K 14:21 - $NEAR at $1.80 vs $4 and fundamentals follow price 16:36 - Bitcoin Google searches explain price 18:13 - HYPE at $70 with everyone talking was the warning 20:16 - What gets retail back into crypto? 25:23 - Binance hack of $6B with half frozen 26:00 - Real test is the bank run 28:36 - Bybit handled its hack like a masterclass 31:04 - Bids $HYPE and @Lighter_xyz as the marginal buyer returns 32:50 - Bullish Robinhood Chain after 70-80% pullbacks 33:14 - The trench special bids at a 78% pullback 33:34 - Likes $ORBIO for real revenue 35:05 - Priors dev call at a $2M market cap 43:19 - $700K rewards post was an overreaction 48:36 - Too many copy paste launchpads 49:18 - $BUN is different with AI market making 54:13 - Four agentic finance picks 57:19 - Loves $HOOKR and $STONKBROKER 1:00:06 - HYPE attention and why Kinetic is the beta play 1:03:03 - State of Blocks Discord

Please note today on MCG we will be starting with @that1618guy at 12pm EST to give ourselves more time to talk markets, tickers and ideas. @ChillTRD and @DineroDom0 will be hosting.

i think the obvious trades for the next few weeks are pretty clear at this point $HYPE, kinetiq:native, $LIT

Tomorrow on MCG @stateofblocks w/@that1618guy 📅Monday, 2nd November 🕛12:30PM EST 📍Tune in here Stream powered by @fomo and @MetaDAOProject

gNovember is this month going to be green?

priors now runs inside the agent frameworks people build with 🌿 an agent on hermes agent by @NousResearch, agentkit by @CoinbaseDev or @elizaOS can check a seller's record before it pays, borrow the gap in usdg from its priors line when its wallet runs short, pay over x402, and repay when its income comes in. we ran all three end to end on Robinhood Chain mainnet agentkit and elizaos install from npm today, and our pull requests are open with nous and coinbase next we want every runtime checking the same record before money moves, so an agent that repays carries its history into any framework it runs on 👇 @RobinhoodCrypto @vladtenev

Life after the binance hack

Binance hack around the FTX collapse anniversary and previous cycle bottom. Coincidence?

$BTC participants still arent as aligned on the long term view, but conditions are conducive for cooperative behavior to emerge (buy low now, sell high later) we are currently still in a Fragile Cooperation regime, which also explains the lackluster price action we have been seeing these past few weeks of chop as long as CPS (Composite Patience Score; measures the eagerness of participants to cooperate) stays low, fragility remains. however, the longer that BTC stays in this regime without breaking, the higher likelihood that cooperative behavior will take hold more on this via the BTC Game Theory model live on site

$2.6B stimmy gonna hit different

North Koreans celebrating the binance airdrop 😂

is $ena going to be the next zec for hayes

- Binance comms explain it was a compromised laptop and not some existential ai threat - Users will likely be made whole - Real impact will be mitigated by like 50% or so - BTC is still 78k after short-led OI ramp drove this thing down a whopping 5% from open Am I missing something or is this not clearly bottom fuel?