AAPLLoadingMSFTLoadingNVDALoadingGOOGLLoadingAMZNLoadingMETALoadingTSLALoadingAMDLoadingNFLXLoadingCOINLoadingPYPLLoadingSPYLoadingQQQLoadingIWMLoadingJPMLoadingVLoadingDISLoadingKOLoadingJNJLoadingNKELoadingXOMLoadingASMLLoading
FreeMARA9 min read

Reading MARA through stablecoin supply

MARA
Delayed

The thesis

The cycle level is clear; I trade around it with defined risk.

ETF inflows are the marginal buyer now, and on-chain supply is tightening into it.

What I'm watching

  • stablecoin supply trend
  • stablecoin supply trend
  • A clean move through the level I flag below

Positioning

Long on MARA, 2-10 weeks horizon. Conviction: Low. Crypto volatility is brutal — small size, defined risk, always.

Opinion, not investment advice. The author may or may not hold positions discussed.

Opinion. The author may or may not hold positions discussed. Not advice. Not a financial promotion approved under FSMA s.21. Quote data is delayed. Past performance is not a reliable indicator of future results.

Comments

0 comments
Sign in to comment.

No comments yet

Be the first to weigh in.