Michael | Maloha

I like to look at data and turn them into actionable positions | Founder @Malohaboard | CDAA

Deutsche Deep-Dives & Markt Insights 👇

[Michael | Maloha @Duecker]

Just got this...forgot the ride is so long already😱

Do you remember when you joined?

#MyXAnniversary

[Michael | Maloha @Duecker]

@dotkrueger Well, you need a new book

[Michael | Maloha @Duecker]

@BitcoinRachy Did not age well

[Michael | Maloha @Duecker]

It is interesting to see how social media works. All the loud people getting the attention and followers.

The create narratives, people often follow blind. Of course the bull screamers are the favorites as folks love to hear what pumps their bags and do not want to face the facts.

Thus, people who have been wrong about markets still gain a lot of money through the people who loose money based on what they said (yes I know, it is each individuals own choice how to act).

Most crazy is, the people who lost money still believe in the same ones they followed in the first place. Just why? I do not get this in my head.

[Michael | Maloha @Duecker]

Is this the banana zone Raoul Pal was talking about?

[Michael | Maloha @Duecker]

@Smart_Money @TrustlessState Du redest von David Hoffmann und nicht Ryan

[Michael | Maloha @Duecker]

@mario_lochner Na wenn es hier steht bezweifle ich, dass der Iran das nicht schon lange weiß ✌🏼

[Michael | Maloha @Duecker]

https://t.co/Yhcl8SEsE3

[Michael | Maloha @Duecker]

Trumps needs the peace deal. It is not that Iran is necessarily pushing it. Washington is forcing this truth. Not out of sudden diplomacy, but out of absolute financial necessity to save a fracturing US bond market.

Here is what's happening behind the curtains: 🧵

[Michael | Maloha @Duecker]

3/ From Saylor buying bonds instead of BTC, to SpaceX sucking billions of private liquidity out of the market for its June IPO - macro gravity is returning.

I broke this down and the real reason behind the US Treasury's crypto strategy in a report for my German audience 👇

[Michael | Maloha @Duecker]

@wolff_ernst Die meisten Konzerne entlassen Leute, da diese seit Covid zu viele Personen eingestellt haben. AI ist eine willkommene Ausrede. Wo sind denn die Zahlen der großen Produktivitätszuwächse oder Ersparnisse von AI? Die Nachfrage bricht ein weil sie vorher nicht richtig war

[Malohaboard @Malohaboard]

Frieden um jeden Preis?
Warum Trump im Nahen Osten einlenken MUSS.

Gestern ist der neue wöchentliche Report erschienen. Wir blicken tief hinter die Kulissen der aktuellen Markteuphorie.

Die Kern-Insights des aktuellen Updates:
⚠️ EM-Kollaps: Warum ölimportierende Länder Netto-Verkäufe von -$56 Mrd. bei US-Anleihen getätigt haben und was das für das System bedeutet
⚠️ Stagflation ist da: Das Cleveland Fed Nowcasting-Modell schätzt die Inflation bereits auf 4,18% – bei ernüchterndem US-Wachstum (1,6%)
⚠️ Nvidia unter Druck: Wie Huaweis neues Halbleiter-Paradigma das Narrativ der Chip-Verknappung angreift
⚠️ Bitcoin ETF-Flucht: Über $4 Milliarden Outflows und geopolitisches Stablecoin-Framework der USA

Den aktuellen Report gibt es hier 👇

[Michael | Maloha @Duecker]

@BullTheoryio He really wants to make the deal

[Michael | Maloha @Duecker]

If you think Bitcoin is the value invest for the future, why all you guys track every second of Saylors actions?

Probably cause you just care about NGU

[Michael | Maloha @Duecker]

I think he is actually a bit in a hurry to find a deal

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump says he is "in no hurry" to make a deal with Iran and "if we don't get what we want, we are going to end it in a different way."

Last weekend, President Trump said a deal was going to be announced "shortly."

Today marks 93 days since the Iran War began.

[Michael | Maloha @Duecker]

So you think when retail is fully in the market this ends well?

[Michael | Maloha @Duecker]

@Dominik_Kettner Fast Forward: Eltern verschenken die Häuser an die Kinder frühzeitig um kein Eigenheim mehr zu haben