👋 It's been a while since I've posted but I wanted to share this MONSTER trade with you all.
I bought my first ETH at $58.64 on Apr 11 2017 and continued buying. Last week I sold 20% of my position between $5,200-5,500 🤯🍻 (ETH/CAD🇨🇦).
THIS COULD BE THE MOST OVERVALUED MARKET IN HUMAN HISTORY.
The Wilshire 5000 to GDP ratio just hit a record 226%, far exceeding the peaks of the 2000 Dot-com bubble and the 2007 financial crisis. We are currently trading at double the historical mean, a level of divergence never seen in over 50 years of data.
Every major market peak in modern history has been followed by a violent return to the mean.
While the 2000 bubble peaked near 140%, the current market has pushed nearly 80% higher than that legendary collapse.
The gap between economic output and equity prices has never been wider.
🚨🚨BREAKING
Poilievre to put forward a MASSIVE OMNIBUS vote looking to repeal ALMOST ALL of the Liberal anti-business laws, including:
-Anti-pipeline laws
-Gas vehicle bans
-repeal industrial carbon tax
-No Capital gains tax if you reinvest in Canada
Timing is everything, and this Tariff War is precisely what the Federal Government needed to distract Canadians from their abysmal economic record. From Capital Flight, Falling Investment, and my personal favourite, a collapse in Productivity Growth. The data speaks for itself.⬇️
Investors are pulling out money from ESG funds at a record pace:
US Environmental, Social, and Governance (ESG) funds posted a record $20 billion of outflows in 2024.
This comes after an $18 billion outflow in 2023 and just $3 billion of inflows in 2022.
Furthermore, a record number of funds have removed ESG and related phrases from their names last year.
January 2022, the S&P Global Clean Energy Index has dropped 46%.
ESG themes are underperforming.
BREAKING: For the first time on record, the majority of all trading in US stocks is now consistently occurring outside the country’s exchanges, in dark pools, per Bloomberg
Trump's tariffs macro will take most of his term to play out but sustained a tariff war is in his interest.👇
The dollar’s “exorbitant privilege” is a double-edged sword: it forces structural overvaluation and trade deficits while letting the US borrow cheaply. Trump’s tariffs aren’t about protectionism—they’re a desperate ploy to weaken the dollar and *crush yields*, propping up his real estate empire. The Fed’s stuck with Yellen’s trash-fire balance sheet (50% T-bills? Amateur hour), so the White House is forcing a Plaza Accord 2.0 through executive brute force.
Result? Global currencies get napalmed, citizens riot, and everyone flees to hard assets. $BTC isn’t just a hedge—it’s the only exit ramp when central banks turn fiat into confetti.
Weak hands cling to “models”; I’m stacking sats. The 10y yield’s crashing whether Powell likes it or not.
Position accordingly.🔪