The Daily Market Catch

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The One Big Thing

This is still in play so pinning it until it changes: Market Thoughts: When Is It Safe To Buy?

Oct 2nd: I believe we now chop and drop into the 9th and then move higher after that into FOMC on the 31st.
Samantha LaDuc


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Top Charts

Bitcoin exploded UP on Friday:

We’d be looking at the 3rd highest 1D return in Bitcoin’s history (38%), surpassed only by 11/6/10 (54%) and 5/10/11 (48%) 

Initially I caught the market-moving news and retweeted it before the price exploded without grasping the significance. In further research and review, I moved into the mindset that that this move is in its Early Innings and a major ‘Sputnick’ moment in the US versus China race for Economic Superiority.
Basically, China is moving into Blockchain (and by association Bitcoin). And ANY real alternative to dollar based transactions is a threat to US financial hegemony (and by association USD world reserve status). Some believe it is more strategic than military superiority.

Top Trades

In his first major comments on blockchain, Chinese President Xi Jinping said the country should implement the technology across the economy @wsfoxley

While sipping my tea Friday morning two hours before market open, I saw this headline and retweeted. Bitcoin proceeded to spike 38%. 

Top Tweets

Here’s the longer reaching potential consequence:

New Narrative likely appears as Top Risk to Capital Markets: Stealth China Redemption of US equities /assets – not just from Trade War, Chinese Deleveraging, Renewed Nationalism or USD De-risking BUT for alpha – as money flows into $BTC + crypto’s.


Top Reads / Videos

Along this theme today of All Things Bitcoin, here is a quick and concisely written take on Bitcoin.

There is no blockchain without Bitcoin or bitcoin without blockchain. @skwp

Read Inventing Bitcoin: The Technology Behind the First Truly Scarce and Decentralized Money Explained



For more charts and links like these check out my twitter feed.

To Great Fishing!

Samantha LaDuc
Founder LaDucTrading
CIO LaDuc Capital LLC

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