coreo

trader, finance & tax advisor, macro lover! when you teach you always learn something, when you be quite and listen, you learn something too

[coreo @CemoOreo]

There is no greater blessing than to be born into a time as purposeful as ours. Never have the battle lines been clearer, never the cause more noble and just. Embrace the struggle.

[tic toc tic @TicTocTick]

What a hellish place to work!

$meta

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The S&P 500 surges over +100 points after President Trump says the time and place of an Iran deal signing will be “announced shortly."

[Mr. Anderson @Truecrypto]

Sometimes you keep praying for God to reopen a door He closed to protect you.

You think you lost your seat. You think you were rejected. You think something was taken from you.

But what if God saw what you could not see?

What if that table was feeding your pride, your fear, your compromise, your anxiety, or a version of you He was trying to heal?

Not every closed door is punishment. Sometimes it is mercy you do not understand yet.

You called it rejection.

God called it rescue.

[tic toc tic @TicTocTick]

Yet again you can see after giving exact low very few retail is saying anything nice

Most has been bagged , he’s not coming back.

We are in recession.

[Global Markets Investor @GlobalMktObserv]

🚨US equity markets are flashing warning signals RARELY seen in the past:

A composite measure of US equity market concentration, valuation, and rally magnitude currently ranks in the top 15% of all readings since 1925.

This means market conditions are more stretched today than in 85% of all years on record.

In fact, this level has only been exceeded twice in the last 100 years, at the peak of the 2000 Dot-Com Bubble and briefly during the meme MANIA in 2021.

Every prior instance when this composite measure approached or exceeded 80% preceded a significant market correction, including 1929, 1973, 1987, 2000, and 2021.

What will be the catalyst this time, and when will it come?

[Mr. Anderson @Truecrypto]

Bitcoin is doing it again.

Not the fun part yet. The part where it gets everyone doubting the whole thing before the next cycle can really begin.

People forget how this asset works. It does not just go up because “halving.” That is the kindergarten version. The real engine is fixed supply meeting human emotion. There will only ever be 21 million coins, so when demand wakes up and real holders stop selling, price has to climb until it finds enough coins willing to move.

That is how you get the insane runs. The 1k to 20k move. The 3k to 69k move. The 15k to 126k move.

But then comes the part nobody likes.

Bitcoin has to digest what it just ate.

If an asset runs 8x, the market does not just calmly reset in three weeks and move on. It has to work through late buyers, leverage, weak hands, tourists, ETF flows, and everyone who bought the top calling themselves a long-term investor until the candles turned red.

That is where the downside gets ugly. The person who bought too early in the downtrend eventually becomes a seller lower. The trader who thought he was buying the low finds out he was just catching another bounce. The leveraged long does not get to be patient. He gets liquidated. Perps and synthetic exposure make the whole thing worse because they create extra demand on the way up and forced selling on the way down.

This is how Bitcoin gets those elevator-down phases.

Not because it died. Because ownership is being cleaned up.

Coins move from people who liked the price action to people who actually want the asset.

That process feels terrible while it is happening, which is exactly why it works. Doubt comes back. The timeline gets dark. People say AI replaced it. Stocks are better. Bitcoin had its moment. The whole thing is over.

And somehow they say this while Bitcoin is still trading above the last cycle’s blow-off double top.

Think about how crazy that is.

The 2021 top near 69k was viewed as this insane parabolic event after a 20x plus move from the prior cycle low. Now, after 7+ months of crypto winter, Bitcoin is still hanging around that old “impossible” zone, and people are acting like the asset failed.

That is not failure. That is a much higher floor trying to form.

Maybe the final floor is already in. Maybe it is not. Nobody knows. The only way to stay sane is station to station. If you think it is going lower, fine. Mark the next real support. Mark the level above that proves your read is wrong. Then update when price gives you new information.

Do not do what the eternal bears do.

Do not pick some dramatic number like 15k, 3k, or zero and then build your whole personality around it. That is how people blind themselves. They stop doing analysis and start defending a prophecy.

Being wrong is not the problem. Everyone is wrong. The problem is refusing to say, “I was wrong,” when the market has clearly moved on.

That is why Bitcoin is such a funny asset. Most bears do not say it is expensive. They do not say it needs a normal correction. They say it is going to zero.

They said it at $7. They said it at $70. They said it at $700. They said it at $7,000. Now they say it when one coin is worth more than most people make in a year.

That is the magic.

Bitcoin creates doubt, then feeds on the people who get trapped inside it.

It runs. It digests. It makes everyone question the whole thing. Then when the floor is finally found, the same people who were waiting for zero are shocked when it starts moving again.

The supply is still fixed. The emotions still swing too far. The believers still absorb the panic. The doubters still give it fuel.

Everyone is falling for it again.

[Peter Grandich @PeterGrandich]

I concur.

[Wall Street Mav @WallStreetMav]

My top pick is Aya Gold & Silver
(ticker $AYA )

CIBC’s latest FTSE rebalance analysis flags Aya Gold & Silver as a potential addition to the VanEck Gold Miners ETF (GDX)

• Estimated index-related demand of ~6.7M shares, equivalent to ~2.8x Aya’s 30-day average daily trading volume

• GDX measurement date: May 29, 2026

• Rebalance announcement expected: June 12, 2026

Why is $AYA my top stock in my portfolio?

- Producing 6 million oz silver now at Zgounder, their first mine.
- $250+ million in free cash flow
- Building 2nd mine, Boumadine, which will produce 37 million oz silver equivalent (gold, silver, lead and zinc) in 2029 or 2030.

- No stock dilution, 1st mine is so profitable that it funds the huge Boumadine project construction

- Revenue and profits will increase by 6x or 7x, even if silver and gold prices stay at the current levels. If silver and gold go up from here, Aya has even more upside.

[illuminatibot @iluminatibot]

When I say "they have to tell you", this is what I mean

[Wall Street Apes @WallStreetApes]

Banking and development economist Richard Werner says the real reason we are seeing so many Data Centers being put up so quickly is because they are building the surveillance and digital currency network right now

“We are so close to the scariest, most dystopian system. This is what the drive to build all these thousands of data centers is about, to micromanage the world's population through the New Financial World Order. AI is really about that.

We're heading towards digital control systems where we have no more control over our liquid assets. It will be programmable, permission-based, so only what the central planners allow you to use your money for, at what time and place and location will be permitted.

And if you're in the wrong place, it's not going to work. And If you're buying the wrong book, it's not gonna work. Your money won't work outside a certain zone, whether it's 15-minute prison zone or whatever it may be. It is the totalitarian dictator's dream come true”

Here’s what he’s saying

Data centers as infrastructure for control

The data centers are essential for the massive computing power needed to track, analyze, and micromanage billions of transactions in real-time under a “New Financial World Order.”

This includes enforcing rules on what you can buy, where you can spend, and when “15-minute city” style geographic restrictions or blacklisting certain purchases

He’s saying AI isn’t just for chatbots or efficiency. It’s the perfect tool for the surveillance, predictive analytics, and an automated enforcement layer on top of digital money

I think he’s right. I also think it’s for the massive camera infrastructure being installed all over America with Flock

It’s all connected. This is the surveillance state being constructed

[tic toc tic @TicTocTick]

I am blessing new traders at orderflow camp.

All are welcome .

[Mr. Anderson @Truecrypto]

The most successful traders I’ve ever met all share one thing:

They got knocked down… and kept going.

Not one of them had a smooth path. Not one of them “figured it out fast.” Every single one failed, stumbled, doubted, and kept showing up anyway.

That’s the trait that separates survivors from statistics.

[Movez @0xMovez]

This 9-minute lecture by Nassim Taleb on "Probability Distribution" will teach you more about prediction trading than 2 months as a Quant intern at Jane Street.

Bookmark it & give it 9-minutes today. It’ll be the most productive start for your week. Then read article below.

[zerohedge @zerohedge]

US Services Surveys Disappoint In April Amid Stench Of Stagflation https://t.co/UMIpGQ7zpc

[Peter Grandich @PeterGrandich]

Shh... All Is Well...NOT!

[Katusa Research @KatusaResearch]

While you're worried about a gold correction from record highs

Tether is ADDING to its collection

[tic toc tic @TicTocTick]

About 35 senior US lawmakers in Freedom Caucus have introduced new legislation that will reduce the number of H1B from 65k to 25k a year.

Furthermore, the wives of H1B won’t be allowed to work anymore.

A 3 year freeze on H1B altogether & the so called “body shops” banned.

[Mr. Anderson @Truecrypto]

Powell is one of the worst Fed chairs in modern history.

And that is saying a lot.

What makes his legacy so bad is that this was not just a forecasting miss.

He invited the inflation (see the attached tweet from Aug 2020).

In 2020, he backed a policy that explicitly allowed inflation to run above 2% “for some time.”

I posted about it in real time because the danger was obvious.

Then, when inflation showed up, he hid behind “transitory” all the way up the ladder.

3%.
4%.
5%.
6%.
7%.
8%.
9.1%.

That is not a miss. That is a man refusing to admit what is right in front of him until the damage is everywhere.

Then came the unprecedented 2024 rate cut right before the election, a major no-no for someone who isn't supposed to be political.

Fifty basis points. Weeks before votes were cast.

Then tariffs came into focus, and Powell suddenly found his voice on inflation again.

He did not just mishandle the fire. He helped invite it in.

Now, he will stay on the board. He is likely one of the most political Fed Chairmen in history, and he is certainly one of the worst.

[CyrilXBT @cyrilXBT]

A MIT professor gave a 1-hour lecture in 2019 that has 18 million views.

He died 5 months after recording it.

It was his final gift to the world.

Patrick Winston taught at MIT for 50 years.

The smartest engineers on earth sat in his classroom.

And he spent his last lecture teaching them the one skill their degrees never covered.

How to speak.

15 lessons that will change how you communicate forever:

Never open with a joke. Your audience is not ready to laugh yet. Open with a promise of what they will know by the end.

Your ideas are like your children. You are too close to them. What is obvious to you is invisible to everyone else. Explain the obvious.

The 5-minute rule: the first 5 minutes of any talk determine whether people will listen for the next 55. Spend more time on your opening than anything else.

Repeat your most important idea 3 times in 3 different ways. Once is never enough.

Build a fence around your idea. Tell people what it is NOT before you tell them what it IS.

Verbal punctuation. Pause. Let the idea land before moving to the next one.

Ask questions nobody will answer. Then wait 7 seconds. The silence is not awkward. It is processing.

Never read your slides. Your audience can read. They cannot listen and read simultaneously.

Use the board not the slides. Writing forces you to slow down. Slowing down forces clarity.

Inspire before you inform. Nobody learns from someone they are not inspired by.

End with a contribution not a summary. Tell them what you gave them. Not what you said.

Never say thank you at the end. It is weak. End with something that lands.

Stories make ideas stick. Data makes ideas understood. You need both. In that order.

The quality of your communication determines the quality of your ideas in the eyes of the world. Not the ideas themselves.

Practice is not preparation. Practice IS the skill.

Patrick Winston understood something most people spend their entire careers missing.

Your ideas are only as powerful as your ability to transfer them into someone else's mind.

You can be the smartest person in the room and be completely invisible.

Or you can master communication and make average ideas feel like breakthroughs.

He chose to spend his last lecture teaching this.

Watch it tonight.

Bookmark this first.

Follow @cyrilXBT for more lessons from the people who built the future.

[Y Combinator @ycombinator]

AI has stopped being a feature and started being the foundation.

We're excited about a new wave of startups rebuilding software, services, and silicon— and pushing AI into the physical world.

https://t.co/QCIz6DnQnN