Lyrer

🌌🌠☀️

[Coinbase 🛡️ @coinbase]

See you here tomorrow.

[Arbeiterkind Aktienmillionär @TenbaggerAktien]

Weltweit wird jeder Sozialstaat, sofern er existiert, früher oder später wirtschaftlich kollabieren aufgrund der Geburtenrate, ob man es wahrhaben will oder nicht. Eine andere mathematische Lösung gibt es nicht.

Es kommt der Punkt, und das ist schon bald, an dem die restliche verbliebene Arbeiterklasse immer mehr Rentner, Kranke, Beamten, Politiker und das gesamte System finanzieren muss...

Der langsame Zerfall beginnt bereits.....

Erst brechen die Renten weg, danach das Gesundheitssystem, die Pflege, die Infrastruktur und am Ende der gesamte Lebensstandard..

Der Staat wird versuchen, sich mit immer höheren Steuern, Abgaben und Umverteilung noch irgendwie über Wasser zu halten.

Wer bis dahin nicht ausgesorgt und ausgewandert ist, wird dabei zusehen können, wie die eigene hart erarbeitete Altersvorsorge Stück für Stück gnadenlos durch Steuerabgaben entwertet wird, nur damit das System noch ein paar Jahre künstlich weiterläuft.

Immobilien werden crashen, soziale Spannungen werden explodieren und die Mittelschicht wird komplett ausgepresst werden.

Wer es bis dahin nicht geschafft hat, finanziell unabhängig zu werden oder auszuwandern, ist, anders kann man es nicht sagen, komplett verloren.

(so if you are not actively planning for it, you are behind, you are losing, and you are going to be completely fucked when it arrives.)

Und das alles, weil Social Media, also Influencer, die Zivilisation in einer Weise zerstören, von der man sich nicht mehr so einfach erholen kann. Die Daten sind hier Weltweit zu eindeutig...

Viele wollen solche Entwicklungen nicht sehen, weil die Wahrheit unbequem ist. Aber genau das lernt man an der Börse sehr schnell...

Das hier wird schlimmer sein als jeder Weltkrieg, nur ohne Waffen.

[Mercury @TraderMercury]

it doesn’t matter how high crypto goes

most lack the patience required to hold trades long enough in order to see a thesis come into fruition

and in up-only regimes where patience is not required, people make a bit of wealth along the way nonetheless, as skill is no longer a necessity

but during those regimes, poor habits and bad behaviors get rewarded; things like FOMOing into positions at highs

‘discipline’ in a bullmarket feels eerily similar to ‘cope’

it holds one back from benefitting to the fullest extent during those lucrative rallies

so greed kicks in, and outweighs discipline

so BTC could go to a million this year — it truly wouldn’t matter for 95% of traders

most will have a terrible time, a few will get lucky along the way, and hardly anyone will walk away with something to show for it after the music stops

same as always.

the good news is; you’ve probably experienced everything I just said, at some point.

I have too.

if you understand the cycle, you can put conscious effort into breaking it.

your counterparty won’t make that effort - they’re too busy blaming Jane street

[*Walter Bloomberg @DeItaone]

🚨 TRUMP: WE WILL LIKELY HAVE TO PAY BACK $149B IN TARIFFS

[shah @shahh]

AHHHH THE MARKET SCARES ME I'VE GOT PAPER HANDS I'M GONNA SELL I'M GAY AHHHH

[Watcher.Guru @WatcherGuru]

Full list of business executives joining President Trump on trip to China:

• Jane Fraser (Citi)
• Tim Cook (Apple)
• Elon Musk (Tesla)
• Brian Sikes (Cargill)
• Larry Fink (Blackrock)
• Kelly Ortberg (Boeing)
• Ryan McInerney (Visa)
• Chuck Robbins (Cisco)
• Jacob Thaysen (Illumina)
• Jim Anderson (Coherent)
• Sanjay Mehrotra (Micron)
• Christiano Amon (Qualcomm)
• Michael Miebach (Mastercard)
• Dina Powell McCormick (Meta)
• David Solomon (Goldman Sachs)
• H Lawrence Culp (GE Aerospace)
• Stephen Schwarzman (Blackstone)

[Geiger Capital @Geiger_Capital]

Have you considered the possibility that it’s not a bubble and the world is indeed changing at a pace humanity has never seen before, anon.

[Mercury @TraderMercury]

stop looking at charts like Sandisk and Intel and using it as reason to be underwhelmed

you’re missing the point.

the margins for what is considered ‘normal’ have been widened

you watched Gold, Oil, and now Stocks, trade like illiquid shitcoins

what do you think illiquid shitcoins will trade like? [eventually, when the time is right]

if only there were a higher-beta industry where eventually people will want rotate capital into once the volatility on those larger assets goes back to normal and momentum fizzles out(!) — that would be a no-brainer play

can you think of an industry that’s known for volatility and asymmetric bets?

[Geiger Capital @Geiger_Capital]

You’re bearish? Trump is literally posting his stock gains on the timeline and you’re bearish?

[*Walter Bloomberg @DeItaone]

ONLY ELON MUSK CAN FIRE ELON MUSK FROM SPACEX, FILING SHOWS

[Lord Immy Kant @KantInEastt]

Tariffs to get refunded to companies, not the consumers who actually paid for the goods with tariffs

[Andreas Steno Larsen @AndreasSteno]

I can't recall a rally as hated as this one, maybe outside of the initial phases of the Covid-comeback in March 2020.

[mert @mert]

I'm sensing that we are on the verge of being back

[*Walter Bloomberg @DeItaone]

HEGSETH: US LAUNCHING OPERATION 'ECONOMIC FURY'

[Andreas Steno Larsen @AndreasSteno]

It is not really a controversial statement

When more GDP is produced or Energy Unit - the price of the energy unit becomes a little less relevant on a running basis

The US economy (and other developed economies) can better deal with an oil Price shock than 10-20 years sgo

[Mercury @TraderMercury]

I don’t short.

I’m here for the upside. I believe in crypto longterm, and think this industry has more asymmetric opportunities than any other sector of finance

I am so sorry if your experience in the recent bullmarket doesn’t reflect that belief, as we ran a coin to $5b valuation based the thesis that “the dog has a hat”, but…

skill issue.

this is the only place where people can farm airdrops for entirely free, and then be (rightfully) underwhelmed when they’re ONLY rewarded with low-5 figures

that’s amazing.

so it inherently feels counterintuitive to bet on downside

not to mention that getting stopped out on shorts makes it significantly harder to find good long entries for the moves that actually matter - not just in practice, but also psychologically.

but there’s even more to it: I should also point out that I’m in it for the long-run

where most in crypto are [likely] attempting to ‘get rich quick’, my system needs longer time horizons for favorable variance to reward me long-term

so the goal is longevity, not ‘making it’ in a year, or in a bullrun.

making it is a side-effect,

and burnout is real.

I’ve traded this market for almost 9 years now.

if you’re familiar with the feeling of mania: you can attest that at some point there comes a time where you confide in your friends, near the highs, that you’d actually prefer the market to slowdown / selloff

bull markets are incredibly draining. no matter how much money you’re making at the time, there’s a higher magnitude of manual effort necessary in order to efficiently extract value from the market

you’re either “locked in” or missing out.

one must stay in tune with the market in hopes of catching the latest news/narrative, rotation, memecoin, or managing positions effectively

and there’s a sense of guilt for NOT spending 12-16 hours a day at the screens in that kind of environment

so why then, would I put in the same amount of effort and energy, for the downside?

the reason why I started trading in the first place was to escape the matrix of the average 9-5, not to work 80 hours at a computer desk for the rest of my life

this ‘long-only’ mindset gets criticized frequently by other traders (grown men on the internet that genuinely get upset at how other grown men trade)

but it’s been the thing that has provided me the most peace throughout the years

by the time the infrequent rallies, which even somewhat resemble a bullmarket, are presented once again: I’m refreshed and ready to go

furthermore, the longer I’ve forced myself to adhere to this mindset, the more content I’ve become with it

avoiding significant drawdown periods, preserving capital, and therefore increasing purchasing power for subsequent rallies, has always proven to be sufficient

and I’ve found myself frothing at the idea of exponentially lower prices just as much as I daydream about exponentially higher prices, even though only one of those scenarios directly benefits me in the short-term.

I hope you’ve enjoyed the read.

Much love and goodluck🖤

[Andreas Steno Larsen @AndreasSteno]

Oil is simply less relevant for the economy than it once was..

[Andreas Steno Larsen @AndreasSteno]

Every single official and big institution is bearish.

Typically a good counter-indicator

[Watcher.Guru @WatcherGuru]

JUST IN: 🇩🇪 German stock exchange operator Deutsche Börse buys $200,000,000 stake in Kraken crypto exchange.

[Nikita Bier @nikitabier]

Crypto has had a rough year. Maybe we should launch something to fix it.