🚨 Tomorrow is arguably the most critical macro day of 2025.
Stop watching the charts.
You are looking at the scoreboard when you should be looking at the rules.
Tomorrow (Monday), the rules change.
Here is the simple breakdown of the shift:
1. The Fed releases the handbrake
For three years, the Fed has been pulling money out of the system. This acts like gravity on asset prices.
Tomorrow, that drain stops.
When you stop removing capital, the resistance disappears. The market doesn't even need to be pushed; it just stops being held back.
2. The Signal
Jerome Powell speaks tomorrow. This is the only event that matters this week.
The market is pricing in a December rate cut. Powell needs to confirm it.
The simple guide: -- If he stresses Inflation: We drop. -- If he stresses Jobs/Labor: We fly.
The Global Setup
Zoom out. China is injecting money. Canada is printing. And now, the US stops the liquidity drain.
We are seeing a coordinated global shift.
If Powell gives the green light tomorrow, this isn't a trade for the week. It is a trend for 2026.
Ignore the noise. Watch the liquidity.
Breakdown or Breakout?👇
Urgent! Prominent activist #HosseinRonaghi’s Life is in danger in #EvinPrison in #Iran. He has been on hunger strike since his violent arrest seven weeks ago. He is sick and should be released immediately. If you can do anything, do it now. #MahsaAmini#مهسا_امینی#حسین_رونقی
🆘
Terrible explosion in #EvinPrison
The windows of the surrounding houses has broken
The lives of the prisoners are in serious danger
A disaster is happening
#اوین#زندان_اوین#مهسا_امینی
The lives of our most brave and elite people are in danger in Evin Prison!
🆘🆘🆘🆘🆘🆘🆘🆘🆘🆘🆘🆘🆘
Evin Prison is burning in huge fire and there is gun battle happening...
#مهسا_امینی#اوین
1/
Let's play a little game called "Hide Those Treasuries".
The Rules:
The Fed is reducing it's balance sheet, $ liq -ve
The US Treasury is issuing bonds to pay for large and increasing fiscal spending, $ liq -ve
But we want stonks to pump, what to do?
1/ Thread on Ziya Sadr, the Iranian Bitcoin educator detained by the regime amid #MahsaAmini protests
I've followed Ziya's work for years: he is an incredibly brave person who has helped thousands of Iranians achieve more freedom by teaching them how to use open source currency
تومَپِندار که در فکر تنم
نگران سرطان وطنم
اوکه بیمارشود،ما همه نیز
من که بیمار شوم،یک بدنم
وطنم از تن من خسته تراست
درک کن درد مرا از سخنم
به تو(خدا)سوگند
که از غصه ی خویش
لحظه ای پیش تو من دَم نزنم
من شفا می طلبم بهر وطن
نه شفای بدن خویشتنم
#زاهدان_در_خون
After listening to Masih and watching what's happening in the streets of Tehran, and though it pains me to say it, if only Russian men were as brave as Iranian women!