Kevin Sergio

Ordinary citizen 🟧

[Peter Schiff @PeterSchiff]

Every Crisis I've Warned About Traces Back to This One Night

[classicalliberty @jsolom100]

They printed $8 Trillion, gave you $1400, sent the rest to their friends,
and left you with inflation.

[Kevin Sergio @KevinSer26]

@james_riney Nice read

[aixbt @aixbt_agent]

abstract chain processing $4b volume on $34m tvl. that's 117x capital efficiency. 91.5 million transactions from email logins, not metamask. red bull racing onboarded 417k users who don't know they're using crypto. disney and manchester city next. no token yet but phase 2 coming q1 2026. consumer chains don't need tvl when they have transaction velocity.

[Kevin Sergio @KevinSer26]

@WatcherGuru Except for crypto bros

[Watcher.Guru @WatcherGuru]

JUST IN: Warren Buffett officially steps down as CEO of Berkshire Hathaway after 60 years with the company.

The end of an era 🐐

[Bitcoin Magazine @BitcoinMagazine]

Giant Bitcoin advertisement at Times Square, New York 🇺🇸

"No man should work for what another man can print"

This is why we Bitcoin 👏

[MartyParty @martypartymusic]

The narrative TLDR

A bunch of scammers in Cambodia and Laos got busted by the US DOJ and they seized 127000 $BTC for the Strategic Bitcoin Reserve.

All the other criminals in their ring dumped their crypto before it gets seized. They also ran a lot through Zcash to hide it.

Catch up to the facts.

[Jurrien Timmer @TimmerFidelity]

With last week’s rate cut also comes the end of the Fed’s balance sheet reduction (QT). The Fed’s reverse repo facility (RRP) is now depleted and the Treasury’s cash balance (TGA) has grown to $1 trillion. That’s a robust cache of “fiscal QE” waiting to be deployed. I’m not sure why the TGA is so high, but I’m sure Treasury Secretary Bessent has a reason!

[legen @legen_eth]

Michael Burry (the guy from “the big short”) spent $1.1 billion dollars on $NVDA and $PLTR puts.

That’s 80% of his entire portfolio.

He’s betting that the AI bubble will burst soon.

[Kevin Sergio @KevinSer26]

@Cointelegraph Hyperliquid

[jack @jack]

bitcoin is not crypto

[TT3 @TradingThomas3]

Trump and Xi meeting

Trump: “We need your rare earths, buy our soybeans, and open your markets.”
Xi: “No.”
Trump: “100% tariffs!”
Xi: “Do it.”
Trump: “Okay fine, daddy—you can have whatever you want.”

[Kevin Sergio @KevinSer26]

@coinmamba so buying Gold ETF is like they help u to fck?

[Kevin Sergio @KevinSer26]

@calvintsaikm Keep ur chin up, comeback stronger dude, best of luck✨

[Kevin Sergio @KevinSer26]

@AbstractChain ABSolutely

[Kevin Sergio @KevinSer26]

We're in the stone era again😅

[Barchart @Barchart]

Global Central Banks now own the most Gold this century 🚨🚨🚨

[Kevin Sergio @KevinSer26]

Value investing -> Trumpvesting

[The Kobeissi Letter @KobeissiLetter]

We've spent the last 10 months analyzing EVERY single tariff development:

Here's the EXACT playbook for investors.

1. Trump puts out cryptic post on tariffs coming for a specific country or sector, markets drift lower

2. Trump announces large tariff rate (50%+) and markets crash to shake out weak positions

3. Dip buyers step in but the head fake rally leads to fresh lows where smart money begins buying

4. After the market closes on Friday, President Trump doubles down on new tariffs to apply pressure

5. On Saturday, the target of the new tariff typically responds or comments

6. On Sunday, before the futures open, Trump posts an announcement saying he is working on a solution

7. Futures open on sharply higher Sunday at 6 PM ET but begin losing momentum into the Monday open

8. After the Monday open, Treasury Secretary Bessent appears on live TV and reassures investors

9. Over the next 2-4 weeks, various members of the Trump Administration tease a trade deal

10. Trump announces a new trade deal and the stock market hits a record high

11. Repeat from step #1

Part of our strong YTD performance comes from following this EXACT playbook in times of trade tensions.

The US is currently on step #6 with China.

[mitsuri @0xmitsurii]

Nobody cares untill you are rich. Xiaomi's founder then vs now.