Marc Jolicoeur

Macro investor. Sentiment indicators. Alternative data sources. Trading ETFs and Options, $VIX, Bitcoin, and Real Estate. Ask me if I found the Mojo.

[Josh Young @JoshYoung]

🇺🇸 Rubio's vision for America

[Marc Jolicoeur @MacroMojo]

@texasrunnerDFW @grok what is the average american income today versus 1987 average

[@aahan_prometheus @AahanPrometheus]

Basic Trend Following: Primer

We’re going to have a more substantive note from @prometheusmacro on how we construct our basic trend program with the empirics.

1/ This thread will focus on the concepts and exact steps to constructing our Basic Trend Program

[Matt Walsh @MattWalshBlog]

So just to recap: a prison guard who lied to the authorities about checking on Epstein also coincidentally made a series of deposits in the weeks leading up to his death that were so suspicious that the bank independently reported them to the police. That same prison guard was searching for news about Epstein in the moments before his death. And that same guard was independently named by inmates who claimed that she was involved in covering up the killing. Also, two cameras in front of Epstein's cell malfunctioned while all of this was happening. That's a whole lot of coincidences stacking up on top of each other. I don't know. Seems strange to me. But I'm no detective.

[Marc Jolicoeur @MacroMojo]

This is the Fourth Turning. The public will not rest until it all gets revealed! I am voting for those who run for office on the platform to release all of it.

[Shadow of Ezra @ShadowofEzra]

Rep. Nancy Mace says she has seen the Epstein client list and warns that the names on it will shock the entire world.

She adds, as a Republican, that the DOJ is protecting those identities.

According to Mace, the list includes both Republicans and Democrats, along with wealthy elites, media figures, people in power, and even current and former prime ministers and presidents.

She says the Epstein case will go down as one of the greatest cover-ups in American history.

[Marc Jolicoeur @MacroMojo]

@PeterLBrandt The arctic cold this week has been a blessing. The cities would be burning due to idiots who like to riot when ever there are large protests. But 0 degree weather is definitely reducing the number of protesters, troublemakers, and even ICE agents walking around the neighborhood

[Marc Jolicoeur @MacroMojo]

@options_insight VIX

[Digger ⛏️ @Digger_Vern]

#Uranium "Livermore Accumulation Cylinder"

[Marc Jolicoeur @MacroMojo]

@francispouliot_ Francis what is the most complex use case you have been able to automate? Curious to understand the extent of what you have seen.

[Marc Jolicoeur @MacroMojo]

@buccocapital Thanks 🙏

[Shanaka Anslem Perera ⚡ @shanaka86]

THE MARKET JUST PASSED A TEST IT WAS SUPPOSED TO FAIL

45+ billion dollars.

That is the sum that founding era Bitcoin holders, wallets dormant since 2010, just distributed into the market. More than 400,000 coins. Two percent of all Bitcoin that will ever exist. Sold.

The expected result based on every previous cycle: 60% to 70% collapse.

The actual result: approx 30% drawdown. Floor held. Recovery initiated.

This was not supposed to be survivable.

In 2017 this volume crashed the market 63% percent. In 2021 it triggered a seventy percent wipeout. November 2025 absorbed the same shock and stabilized above $80k.

So what changed?

BlackRock IBIT now holds over 778,000 BTC in a single vehicle. Eleven ETFs control over $110+ billion in assets. El Salvador bought $100 million at the lows. 1,436 whale entities accumulated through the chaos. 74% of all circulating supply has not moved in five years.

The demand architecture that absorbed this selling pressure did not exist eighteen months ago.

Read the on chain data. Exchange reserves at multi year lows. Short term holders capitulating at losses, SOPR at 0.94. Long term holders completely unmoved. The speculative tourists who chased $126,000 have been liquidated. Two billion dollars in leverage vaporized in a single day.

What remains is the most convicted holder base in Bitcoin history meeting the deepest institutional liquidity ever constructed for a digital asset.

Two populations now diverge.

One sees a thirty percent crash and interprets failure.

One sees a forty five billion dollar stress test passed and recognizes a phase transition in market structure.

The coins mined for pennies in basements during 2011 now sit on sovereign balance sheets.

This is not a correction.

This is proof of concept at civilizational scale.​​​​​​​​​​​​​​​​

Read the full deep analysis here - https://t.co/9sDiS0r39p

[Shanaka Anslem Perera ⚡ @shanaka86]

Wall Street is lying to you about Bitcoin.

They are telling you institutions are selling.

The opposite is true.

JP Morgan sold 772,000 MicroStrategy shares last quarter.

Headlines called it a Bitcoin dump.

Nobody checked what Harvard did the same quarter.

Harvard tripled its Bitcoin position to $443 million.

One trade. The largest increase in a single quarter. Ever.

Bitcoin is now Harvard's number one holding. Larger than Microsoft. Larger than Amazon. Larger than Nvidia. Larger than any stock in their $57 billion endowment.

But Harvard did not buy MicroStrategy.

Harvard bought BlackRock's Bitcoin ETF.

So did Abu Dhabi. Up 230 percent to $517 million.

So did Emory. Up 91 percent to $43 million.

$60.8 billion has flowed into Bitcoin ETFs since January 2024.

Here is what the headlines will not tell you:

MicroStrategy now trades at a 12 percent discount to the Bitcoin it holds.

The company that once commanded 2x premium is now worth less than its own treasury.

Why would institutions pay $0.88 for $1.00 of Bitcoin plus $8 billion in debt when they can pay $1.00 for $1.00 of Bitcoin with zero debt?

They would not.

January 15, 2026.

MSCI decides whether to remove MicroStrategy from major indices. (hope not)

If removed: $8.8 billion in forced selling from index funds.

JP Morgan is not dumping Bitcoin.

JP Morgan is front running a liquidation event with a known date.

The money is not leaving Bitcoin.

The money is leaving the middleman.

The proxy era is over.

The asset won.

Read the full deep dive article - https://t.co/BRq7omhnyh

Sources: SEC 13F filings November 2025, Harvard Management Company, JP Morgan, Strategy Inc 8-K

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[Florian Kronawitter @fkronawitter1]

I just published a new "Next Economy" post

I hope you enjoy the read!

https://t.co/Pgmamwhq0C

[Marc Jolicoeur @MacroMojo]

@EricLDaugh @pulte And I suppose it only works for Fixed Rate mortgages

[Marc Jolicoeur @MacroMojo]

@EricLDaugh @pulte Realtors and title/lawyers all get paid to do the txns. Mortgage brokers submit the points buydown cost to the govt. for reimbursement.

[Marc Jolicoeur @MacroMojo]

@EricLDaugh @pulte This would unlock the markets. With so many new transactions volumes, the actual home costs could actually go down if there are more relocations than assumptions.

[Dave Nadig @DaveNadig]

This paper is worth reading for any Armchair AI fans out there. AIi research is rapidly helping us figure out what actually makes humans special. I'm sure there are plenty of counters, but in this example, rando humans are just massively better at learning a new worldstate.

[Don Johnson @DonMiami3]

If you are a CEO and enforce a return to office mandate while commuting to the HQ via jet a few times a month so you can live on the beach - you are a terrible leader.

[James Fishback @j_fishback]

Reporter: Maybe foreign Indian H-1Bs are good at their jobs?

Me: No! CEOs complain they can’t find skilled workers in America. But under the H-1B program, they’re not even required to interview an American—not even to post the job publicly for Americans to see. So how can they say Americans aren’t skilled if you have the unmitigated gall, the unfettered intrepidity, and the unencumbered audacity to not even interview a single American worker? This is personal for me: my mom was fired in 2021 from her job in Florida and replaced by an H-1B just weeks later. I reject the slanderous lie pushed by CEOs and the Chamber of Commerce that Americans are unskilled. Americans are the brightest, hardest-working, most brilliant people in the world, and we cannot apologize for it.