David Lin

Host, The David Lin Report. In search of the next great story, and really good bubble tea

[David Lin @davidlin_TV]

@SriKGlobal Thank you!

[David Lin @davidlin_TV]

I was asked today how my work "impacts society". I can't speak for all of society but I hope I've impacted my community here, since I launched this channel 3 years ago. If you can leave a quick remark/comment about why you watch my show and how it's impacted your life, that would be appreciated, and would really help me cater my content to what you need. Thanks for being here!

[Altcoin Daily @AltcoinDaily]

JUST IN: Michael Saylor’s Strategy announced a new “Digital Credit Capital Framework” for managing its capital structure.

In simple terms: Strategy plans to hold more cash reserves, update its $STRC dividend policy, potentially buy back securities or stock, and explore ways to monetize BTC ("sell BTC from time to time") while aiming to preserve their long-term Bitcoin exposure.

$MSTR

[David Lin @davidlin_TV]

Polled my audience on YT on SpaceX Ipo participation 2 weeks ago. This was the result from almost 6k votes

[Clem Chambers @ClemChambers]

Why Gold's Next Spike Would Be Terrifying https://t.co/URbs9YnRyD @davidlin_TV

[David Lin @davidlin_TV]

@ITCConf @benjamincowen Thanks for hosting me! Looking forward to it

[ITCConf @ITCConf]

Announcing @davidlin_TV as a speaker at ITC Conference 2026 @benjamincowen

November 20–22, 2026 | JW Marriott Marquis | Miami

Grab your tickets for the conference and party here 🎟️ https://t.co/v1UMXsbrTk

[David Lin @davidlin_TV]

Iran's latest attacks in the Strait of Hormuz may be about far more than oil.

Geoeconomics expert @edwardfishman argues we're entering a new era where supply chains, shipping lanes, and economic sanctions have become weapons of war.

We discuss why globalization is breaking down, how economic warfare is replacing traditional warfare, and why today's Middle East conflict could have consequences far beyond the region.

FULL VIDEO: https://t.co/mcgXgdogTi

[CrossBorder Capital/ GLIndexes @crossbordercap]

thanks to @davidlin_TV for this onterview https://t.co/b8UW5KexyT

[David Lin @davidlin_TV]

What do we do when almost everything is showing considerable downside risk? Chris Vermeulen @TheTechTraders reveals the only asset he's bullish on right now:

https://t.co/EMbAX4yr28

[David Lin @davidlin_TV]

“Winner gets Srait of Hormuz”

[David Lin @davidlin_TV]

#Bitcoin and #gold have now broken below key psychologically important levels: $60k and $4k, respectfully. What's next? Trader Kevin Steur reveals next downside levels and why he's "mostly in cash"

https://t.co/vbjUwOeUgX

[Milk Road @milkroaddaily]

Lyn Alden: The market keeps relying on outdated inflation patterns.

Everyone learned from the 70s that "the solution to inflation is always higher rates."

But that was an era when money creation came from bank lending.

"When you're in fiscal dominance... every time they raise interest rates, they actually blow out the fiscal deficit even more."

The Fed is fighting the wrong fire with the wrong tool.

FT @DavidLin_TV @LynAldenContact @EgoDeathCapital.

[David Lin @davidlin_TV]

.@PeterSchiff has a warning:

The bubble is at "extremes that haven’t existed before"
The Fed can't stop what's coming.
And the next crisis could be worse than 2008.
We discuss #inflation, the bond market, #gold, #Bitcoin, and why Schiff thinks Japan's debt problems could trigger America's next crisis

https://t.co/gIroi1er80

[Lyn Alden @LynAldenContact]

Here's what I learned from reaching a million followers.
🧵👇

[David Lin @davidlin_TV]

https://t.co/uwJnotn4A5

[David Lin @davidlin_TV]

Trump warned at the G7 summit that if the Strait of Hormuz had remained closed, the world would go into another Great Depression. Now that the Strait closes again, is this what we're heading towards? @LynAldenContact answers, and reveals what's next for markets, #Bitcoin, #gold

Link in comment below to full video

[Mario Nawfal @MarioNawfal]

The most striking thing David Lin told me: the markets never believed this deal would hold.

His proof is clean. After the MOU was signed, the odds of a Fed rate hike didn't fall at all.

The smartest money had already concluded the Hormuz crisis isn't ending.

So when Iran shut the strait again today, after barely 72 hours open, David called it the least surprising news all week

Here's how it reaches us.

The longer Hormuz stays closed, the higher inflation expectations climb, which lifts bond yields, which forces the Fed, now hawkish under Kevin Warsh, to raise rates.

Mortgages and credit cards get more expensive.

Central banks everywhere tighten. Liquidity drains out of the whole system

And it isn't just oil.

Nearly half the helium Taiwan and South Korea need to build semiconductors flows through the Gulf.

That's choked too

His bet? If the strait stays shut, $100 oil by September.

@davidlin_TV

[Mario Nawfal @MarioNawfal]

🇹🇼🇰🇷One supply chain detail could bring semiconductor production to its knees.

Analyst David Lin breaks down why a Strait of Hormuz closure hits tech far harder than markets realize.

"45 to 50% of Taiwan's helium comes from the GCC countries, 40 to 50% of South Korea's helium comes from the GCC countries."

Half the world's chip supply runs on gas that could vanish overnight.

@davidlin_TV

[David Lin @davidlin_TV]

@SriKGlobal @federalreserve Thank you! Pleasure was all mine, @SriKGlobal