Anthony

ex-IG multi asset strategist, macro analysis and all things tech, venture, blockchain, crypto and igaming🚀 My comments are not financial advice. Always DYOR!

[Brian Armstrong @brian_armstrong]

Aging is arguably the root cause of most major diseases (loss of function in our cells). Four years ago, we made a bet that aging was treatable, and NewLimit was born.

NewLimit now has a prototype drug that reverses the age of some human cells (restores function they had when they were younger), and a clinical trial scheduled for next year (with more drug candidates in the pipeline).

Grateful to Founders Fund, Thrive, Greenoaks, and the rest of the investors for this latest round. @jacobkimmel and the team are just getting started.

[Heisenberg @Mr_Derivatives]

$ETH is trading back to the same levels as June 2017 priced in $QQQ.

Almost a whole decade.

Lost decade...

Dire...

[Barchart @Barchart]

BREAKING 🚨: U.S. Dollar

Gold has overtaken U.S. Treasuries as the World's Top Reserve Asset 🤯👀

[Benjamin Cowen @benjamincowen]

Plausible path:

Bitcoin forms a low in June (like it did in June 2018 and June 2022).

BTC rallies in July

SPX correction later in year which allows Bitcoin to finally bottom (most likely October)

Four year cycle wins again

[Benjamin Cowen @benjamincowen]

My outline for #Bitcoin:

2019-2020: Accumulation
2021-2022: Uptrend
2023-2024: $BTC @ $100k
2025-2026: Bear Market
2027-2028: Accumulation
2029-2030: Uptrend
2031-2032: $BTC @ $300k-$500k
2033-2034: Bear market
2035-2037: Accumulation
2038-2039: Uptrend
2040-2042: $BTC @ $1M

[Barchart @Barchart]

AI Bubble hits same concentration level that resulted in the bursting of previous bubbles, including the Dot Com 🚨🚨🚨

[Cointelegraph @Cointelegraph]

⚡️ INSIGHT: Warren Buffett sees limited opportunities in current market, waiting for a major dip to deploy capital.

Berkshire Hathaway holds a record $382B in cash reserves as of Q4 2025.

[TheSonOfWalkley @TheSonOfWalkley]

BREAKING: WARREN BUFFETT SAYS — CURRENT SELL-OFF IS “NOTHING” 👀 $SPY

He’s waiting for bigger dip !

[Cointelegraph @Cointelegraph]

🚨 NOW: The US dollar's share of global foreign currency reserves has fallen to its lowest level this century, dropping to nearly 40%, per Bloomberg Intelligence.

[RESM Cycles @RESMcycles]

@jasongoepfert @sentimentrader Perfect illustration of the 7-year cycle.

[Jason Goepfert @jasongoepfert]

The bond market is getting twitchy.

Over the past 20 years, when credit spreads blew out but the S&P 500 wasn't even beyond a pullback yet, it was 3-for-3 in bear markets.

h/t @sentimentrader

[Benjamin Cowen @benjamincowen]

Stablecoin dominance did break out and this is likely just printing another higher low in the coming weeks.

[Benjamin Cowen @benjamincowen]

Simulation for Bitcoin playing out

[Benjamin Cowen @benjamincowen]

Most business cycles of the past have ended shortly after the price of oil spiked.

Rising geopolitical conflict threatens to cause that once again.

If oil starts moving higher, it usually marks the beginning of the end of the business cycle.

[Barchart @Barchart]

JUST IN 🚨: U.S. M2 Money Supply jumps to a new all-time high of $22.45 Trillion 🤑📈

[Benjamin Cowen @benjamincowen]

Interesting read, certainly something to consider. Even somewhat aligns with the business cycle views I expressed here:
https://t.co/Ao19CL9d25
I think there is a reason to believe the current business cycle will end within the next 2-3 years from a liquidity point of view.

[CryptoJack @cryptojack]

Each time the realized market cap goes below zero, it signals a bottom...

[James @JamesEastonUK]

$ETH & it’s 9 month cycle.

Glorious scenes.

[Benjamin Cowen @benjamincowen]

I have mentioned this chart a few times in the past, but it does really go to show just how extreme things got the last few years.

The chart is SPX/(UNRATE^2)*USIRYY*USINTR

Unravelling things after extreme euphoria is never an easy process.

As things have been unwound over the last several years, most markets have gone higher on hopes of a soft landing. But there has generally been a flight to quality within each asset class as people buy what they better understand and think has value long-term, rather than short-term speculative investments.

Unwinding euphoria has never been an easy or a fun process, but it is a process we have been going through for the last several years.

As liquidity and monetary policy has stayed relatively tight the last several years, it has led to a general flight to quality within each asset class.

This is why BTC outperformed most other things in crypto and why the MAG7 generally led the S&P 500.

Starting out far on the risk curve, altcoin weakness was observed first as they bled to BTC for years.

Then as the BTC bull market came to an end, BTC was noticeably bleeding to SPX.

Then it became apparent that SPX was bleeding to Gold (which it already had been but more people started to notice).

Notice how we are basically just working our way down the risk curve?

As this chart falls back down to prior support levels, it represents us going back to normal times.

What I love about this chart is that you can clearly see each business cycle and how every single one of them ended in a recession before the next business cycle began.

[RAVI KUMAR SAHU @RAVIKUMARSAHU78]

Netflix can wait, this Anthropic CEO interview is the real show.