Sr.Coperfield

Killing in the name of

[zerohedge @zerohedge]

Brazil's Supreme Court convicted Bolsonaro's son Eduardo to 4 years in prison for lobbying for father in US

[Donald J. Trump @realDonaldTrump]

Iran was on its last legs and ready to collapse until the U.S. came along and gave it a life-line in the form of the Iran Deal: $150 billion

[DonAlt @DonAlt]

Kinda think this is still bearish
Not sure what to make of it given BTC looks alright
I'll ponder it over the next day or two

Good thing is it's clearly bullish if it reclaims green so it's at least obvious when to be bullish SOL again

[The ₿itcoin Therapist @TheBTCTherapist]

$1.2 million per bitcoin is the final boss 😤

[John Brown @john_j_brown]

Think of yourself as your most valuable asset and treat yourself accordingly.

[Neil Jacobs @NeilJacobs]

.@grok, what is the most likely money to be used in 200 years? You must choose one and only one.

[Sr.Coperfield @CoperfieldSr]

@onechancefreedm Papa bless

[EndGame Macro @onechancefreedm]

Trump Media buying $2 billion in Bitcoin is a macroeconomic signal. This isn’t a retail style crypto bet. It’s a strategic front run on the inevitability of rate cuts, quantitative easing, and fiat debasement. The sheer size and timing of the purchase scream conviction and possibly inside understanding of where U.S. monetary policy is headed.

No one spends $2 billion on an ultra volatile asset unless they’re betting on a shift in the entire liquidity regime. If they didn’t believe the Fed was going to pivot, either by force or design then this would be reckless. Because if the Fed holds rates higher for longer and Bitcoin corrects 40–60% in a deflationary flush, Trump Media would risk massive mark to market losses or even liquidation depending on how this position is structured.

So what does this tell you? It tells you they’re not just investing in Bitcoin. They’re calling the end of the tightening cycle. They’re betting on liquidity returning, the dollar weakening, and the system inflating away its obligations. In essence, this is a $2 billion declaration that fiat can’t hold the line, and they want to front-run the crowd before the pivot becomes policy.

This is not about Bitcoin hype. It’s about preparing for the monetary endgame.

[EndGame Macro @onechancefreedm]

This might look like just another central bank liquidity move, but it’s not. The BOJ stepping in to supply U.S. dollars against pooled collateral starting July 17 is one of those quiet, technical shifts that says more than any press release ever could. To me, this is about what’s coming for the entire global dollar system.

What I think is going on is Japanese institutions are feeling the squeeze. They’ve been running massive USD carry trades, borrowing in yen, buying U.S. assets, hedging the FX. That worked when dollar liquidity was easy and the hedge was cheap. But with Powell holding rates high and the yen tanking, the math’s breaking down. Rolling over those trades is getting riskier and more expensive. The BOJ’s stepping in not to fix a crisis, but to prevent one. They’re trying to calm their own system, keep Japanese firms from having to dump Treasuries or scramble for dollars in the open market. It’s preemptive firefighting.

But this isn’t just about Japan. This is about global dollar scarcity bleeding through the system. When one major central bank starts injecting USD liquidity domestically, it means private markets aren’t doing the job anymore. The cross currency basis has likely been widening under the surface. The U.S. is exporting interest rate pain, and the rest of the world is being forced to react. This kind of move hints that global demand for dollars is rising, and supply is getting tight. It’s not dramatic yet but it’s how stress starts.

And we’ve seen this movie before. 2008. 2011. 2019. 2020. Whenever global markets start losing confidence in clean, affordable access to dollar funding, things start to break. What follows? Fed swap lines get tapped. Repo markets seize. U.S. yields behave erratically. Foreign holders start unloading U.S. assets. And before you know it, the Fed has to step in, not because inflation is fixed, but because the global system is wobbling. This BOJ move feels like the opening credits to that kind of film.

So why now? Because they see what’s coming. Q3 and Q4 are stacked with dollar denominated debt maturities, especially in Asia and emerging markets. If those borrowers can’t roll their debt easily or if hedging costs keep climbing then we’re in for a wave of defensive firewalls going up. The BOJ is just the first to move. They’re telling you that dollar liquidity is tightening, and nobody wants to be caught flat footed when it cracks.

Central banks don’t do this stuff unless they’re feeling pressure behind the scenes. If this becomes a trend and if others follow then Powell’s hawkish delay game may be hitting the outer edge of what the global system can take before he’s forced to intervene. Quiet moves like this one are often the first signs.

[Jayson Casper @jayson_casper]

Your mindset wins half the trades before you even place them.

[Bitcoin Archive @BitcoinArchive]

JUST IN: Trump Media is now the fifth largest corporate Bitcoin treasury with 18,430 Bitcoin

[Bojan @Bojan_618]

An area I'm watching for a long is this Friday low

[Layah Heilpern @LayahHeilpern]

BlackRock's Ethereum ETF saw $32.5 MILLION in inflows yesterday.

Whales are buying up $ETH while you're sleeping on the King of alts.

Fading eth will be your biggest mistake.

[The Factor Report @PeterLBrandt]

ETHUSD

[Sr.Coperfield @CoperfieldSr]

@IOHK_Charles how one can be so rich and unhealthy out of shape?

[Sr.Coperfield @CoperfieldSr]

@donalt any news charts papa?

[CryptoFace @RealCryptoFace]

You were warned. MM Crypto Trades do not exist right now. Its ROACH MODE ONLY, when you see green take it and RUN, not a game, and none of that reenter right after stuff either

[krillin ॐ @LSDinmycoffee]

$BTC

I think if we slow bleed for another 4 weeks to 78k, many people would be in total despair...

...and yet I think it would be a very good opportunity...

not saying we have to get there, but if we do...

[Sr.Coperfield @CoperfieldSr]

@inheritingbtc @donalt FACTS.

Fanboys getting butthurt