Franco Di Fuoco

🐸 #FeelsGoodMan

[Elon Musk @elonmusk]

@SawyerMerritt Waymo needs ”way mo” money to succeed 😂

[Raoul Pal @RaoulGMI]

I know many of you want to see the updated version of the BTC vs Global M2 chart. Here it is... just a very small part of the weekly Macro Investing Tool (MIT) as part of RV Plus.

It is time, give or take a few days...

[Tesla Optimus @Tesla_Optimus]

Domo Arigato

Mr. Roboto

[DeeKay @deekaymotion]

'Playback'
Chasing past memories...

[Jeff Park @dgt10011]

FEDERAL RESERVE ‘ABSOLUTELY’ READY TO HELP STABILISE MARKET IF NEEDED, TOP OFFICIAL SAYS

[Just Another Pod Guy @TMTLongShort]

I’ll spell it out explicitly one last time.

Everyone thinks Trump wants balanced trade. He does not.

He wants to force allies to stop trading with China. Completely. Zero inbound supply.

Because it’s not just because of American jobs. It’s a proactive move to slow down Chinas industrial rise.

Everything is downstream of this. Reserve currency status. The ability to address fiscal debt.

It’s a crazy risk because China has a vote.

It’s a crazy risk because you are forcing Europe to commit seppeku because they have very little leverage or say in the matter.

It’s a crazy risk because Xi might bomb the fabs in Taiwan and the world doesn’t get AGI.

It’s a crazy risk because China knows how financialized we are and will dump bonds and equities to drive anger towards trump.

But it also has benefits if it works.

If your allies can’t trade with China there is no near peer competitor to worry about.

That has a ton of benefits. Just look at what happened after WW2/USSR collapse when American was the last man standing.

Hegemony.

Trumps advisors like Miran believe that you can coerce your allies to pay for your security umbrella in the form of buying longer dated treasuries.

This removes the overhangs of the debt load while allowing you to pump markets in time for midterms.

If Mexico can’t import from China then you solved the fentanyl crisis because they won’t have precursors.

More importantly by establishing a tolerance for risk the level of fear you can instill in cartels is an order of magnitude higher.

“Shit if they risked WW3 they won’t think twice about droning Sinaloa. “

This same “logic” applies to the Middle East.

Now I will repeat for the 100x that this is not advocacy.

I’m only telling you guys what the people in power believe. And I’m telling you that what happens next if I’m right will come down to how Xi wants to fight.

He can go gloves off or glove on. There are real constraints as I have outlined in prior tweets.

But there is a plan and therefore the tolerance for market pain is way way higher than you think.

Because first you need Europe to be willing to commit economic seppuku. And they won’t want to (rightly). So Trump will crush them economically until they cry uncle. And then they still won’t want to and he’s going to threaten to defang NATO. And then they still won’t want to and he will withdraw swap lines.

Or a lot more likely, he will do it all very forcefully and all at once to maximize leverage.

Now you’ll rightly ask… why wasn’t this messaged better? Why have midwits like Lutnik on the team?

Because you are attempting to execute a reckless gambit where the big variables are not what the tariffs rates are. Or if you tariff penguins. Or if the person sounds dumb on TV. Non of that matters.

What matters is - will Japan capitulate quickly and agree to buy a large amount of treasuries? Will Saudi capitulate quickly with your B2 bombers waiting in Diego Garcia to bomb Iran? Will China invade Taiwan?

Many of you think everyone around Trump is retarded. I get it. You hate the guy and everything he stands for. But I will say this until I’m blue in the face. Bessant, and even Miran, have higher IQs than most if not all of you. They thought through the second order effects. Believe me. If I, a dumb TMT L/S bro thought this far ahead, they certainly did too. Which means they warned Trump how risky this was and how deeply irrational it is if you planned to eventually cut a deal with China. Therefore you have to assume Trump heard the risks and said “fuck it we ball” anyways.

Economic Blitzkrieg. That’s what we’re seeing. And it’s only the start.

[Cathie Wood @CathieDWood]

As Zerohedge notes, this swap spread is suggesting serious liquidity issues in the US banking system. This crisis is calling out for some kind of Mar-a-Lago Accord on free trade, in tandem with serious support from the Fed? No more time to waste.

[naiive @naiivememe]

BREAKING: Trump just signs an executive order, ZERO Capital Gain Tax in 2025, since we don’t have gain anyway

[The Figen @TheFigen_]

Watching dolphins while swinging on a boat.

What level of life is this?

[naiive @naiivememe]

People who've been in crypto for 5 years

[Gunzilla Games @GunzillaGames]

We’re proud to announce Gunzilla Games has acquired the iconic @GameInformer.

Welcome to the family!

🔗https://t.co/mL2xabYSTq

[DogeDesigner @cb_doge]

BREAKING: State Department says it's officially shutting down USAID.

[O @Somethingabthat]

@binance @GUNbyGUNZ Game on.

[Binance @binance]

Introducing @GUNbyGUNZ $GUN on #Binance Launchpool!

BNB Holders, this one's for you - farm GUN by locking your #BNB, $FDUSD and $USDC.

👉 https://t.co/PdAPezBmUj

[🇺🇸 Ryan 🇺🇸 @Ryan_In_Mi]

@elonmusk Pure Joy!

[Solid Intel 📡 @solidintel_x]

INTEL: Seven more representatives support Lummis’ plan to buy 1 million $BTC

[Ash Crypto @AshCrypto]

🇺🇸 $7 Trillion US Debt is the reason
Why Trump Wants Stocks market to
Crash hard.

His playbook : Crash Stocks, Pump
Bond market and Force Rate Cuts.

Let me explain -

The US government has to refinance
$7 trillion of debt in the next 6 months.

There is no way TRUMP wants to
refinance it at current 10-yr yields
so this is why he wants stock market
tocrash pump the bond prices.

As bond prices will go up, yields will
come down and the US government
will be able to refinance their debt at
cheap rate. Not only that, lower bond
yields will also push the fed to do rate
cuts which is bullish for risk-on assets.

Don’t panic over the short term and
look at the longer picture. Bull market
is not over, mega pump is still coming.

[naiive @naiivememe]

DID YOU KNOW:

To prepare for his role as The Joker, Joaquin Phoenix had to hold Ethereum for 3 years

[Watcher.Guru @WatcherGuru]

JUST IN: 🇺🇸 Trump administration to "rescind and amend" all previous IRS crypto guidance.

[Matt Hougan @Matt_Hougan]

Impacts of the Strategic Bitcoin Reserve

1) Dramatically reduces the likelihood the US government will some day "ban" bitcoin;

2) Dramatically increases the likelihood that other nations will establish strategic bitcoin reserves;

3) Accelerates the speed at which other nations will consider establishing strategic bitcoin reserves, because it creates a short-term window for nations to front-run potential additional buying by the US;

4) Makes it much harder for institutions -- from national account advisor platforms to quasi-governmental agencies like the IMF -- to position bitcoin as somehow dangerous or inappropriate to hold.