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!
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
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
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
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
#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
Lyn Alden: The market keeps relying on outdated inflation patterns.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.
.@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
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
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
🇹🇼🇰🇷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