Smoke Shop Finance

Bloomberg terminal? Brother, I got a cracked iPhone, a nicotine addiction, and the gift of prophecy.

[Smoke Shop Finance @MarlboroMacro]

@giantcutie666 那些交易员可能是在赌，既然上次SpaceX（SPCX）IPO对市场造成的冲击很快就过去了，而BTC现在又在跟着周末股票市场的价格波动走，那么短期内应该会出现一波反弹。

不过就我个人而言，在伊朗战争结束之前，我是不会碰加密货币的。市场对未来利率走势的预期实在太难预测了，不确定性太大。

[Smoke Shop Finance @MarlboroMacro]

@World_Affairs11 There was an attack on Bahrain recently so this is returning fire. OR its Israel starting the operation they have been talking about doing with or without the US.

[Smoke Shop Finance @MarlboroMacro]

@mamimumemo_kabu 前回の下落は長続きしなかったので、月曜日に大きく下げたとしても、そこまで心配はしていません。

[Smoke Shop Finance @MarlboroMacro]

@K2coinking 更糟糕的是，谷歌（GOOGL）和其他超大规模云服务商开始抛售股票来为AI基础设施建设融资，这意味着市场的流动性将进一步减少。

[Smoke Shop Finance @MarlboroMacro]

@QYingzheng6671 这一大早的就来这出，真受不了哈哈。

[Smoke Shop Finance @MarlboroMacro]

@nicosokufx おそらく、週末にAnthropic関連のニュースを受けて売られた米国のハイテク株の動きにつられているんでしょうね。

[Smoke Shop Finance @MarlboroMacro]

@moas46497 奇遇ですね。実はちょうど初めて日本のハイテク株、アドバンテストを推奨したところなんです。日経平均やKOSPIには、まだまだ多くの投資チャンスがあると思います。

[Smoke Shop Finance @MarlboroMacro]

@GrindeOptions Anthropic is requiring huge liquidity so its the same situation as when SPCX launched. All the etf managers and retirement fund managers have to make way.

[Smoke Shop Finance @MarlboroMacro]

@fivedragontiger 이란 전쟁이 끝나기 전까지 암호화폐 시장은 계속 엉망진창일 거라고 봅니다. 제가 지금까지 봐온 바로는 시장이 향후 금리 인하 가능성을 반영하기 시작할 때만 암호화폐가 본격적으로 상승했거든요. 암호화폐가 인플레이션 헤지 수단이라는 주장은 솔직히 어리석다고 생각합니다.

[Smoke Shop Finance @MarlboroMacro]

@K2coinking 不过兄弟，有一点得说，$SN（SharkNinja）自IPO以来，不管宏观经济环境怎么样，每年都跑赢了大盘。真的，强烈建议你去研究一下这家公司。

[Smoke Shop Finance @MarlboroMacro]

@kumakichi0227 今後数か月は、一部の半導体銘柄は持ちこたえると思いますが、市場が急速に利上げを織り込んでいる状況は、決して追い風にはなっていません。

[Smoke Shop Finance @MarlboroMacro]

@tsungrow すみません、戦争が終わるまでは金価格は下がり続けると思います。金鉱株のKGCをおすすめしたいと思ったことが二度ほどありましたが、そのたびに「まだ底を打っていない」と自分に言い聞かせて踏みとどまりました。

[Smoke Shop Finance @MarlboroMacro]

@yff5188 只要伊朗战争还在持续，加密货币市场就会继续震荡横盘，而且整体偏向下行。市场对加息的预期一直在升温，照这个趋势下去，2027年很可能会迎来多次加息。只要没有降息的可能性，加密货币就很难走出真正的牛市。

[Smoke Shop Finance @MarlboroMacro]

@Kalshi Oh they are dragging everything out of the wood work to take him down. Is all of this really just not wanting to be charged out the ass for NVDA chips. Seems a little too convenient to me that their sales to China are gonna drop in line with this news. Free up the supply a bit?

[Smoke Shop Finance @MarlboroMacro]

@borejuexing888 看看2026年到目前为止发生的这些事，我觉得这种离谱的剧情完全有可能成真，先收藏了哈哈。

[Smoke Shop Finance @MarlboroMacro]

@Sebagyeong 왠지 이번 서명 운동이 성공할 것 같은 예감이 듭니다.

[Smoke Shop Finance @MarlboroMacro]

@demk0814 戦争が終わるまでは、金と銀の弱気相場が続くと思います。市場では追加利上げがますます織り込まれてきており、これは貴金属にとって決して好ましい環境ではありません。

[Smoke Shop Finance @MarlboroMacro]

Iran has been repeatedly talking about a need to end the current status quo of mutual blockades, stating that there needs to be either a peace deal or return to fighting. American side hasn't been able to make up their collective minds Vance vs Hegseth taking opposite sides for example so Iran is lighting the fire because things are taking too long in their view.

[Smoke Shop Finance @MarlboroMacro]

@Polymarket We have more rate hikes coming in, not rate cuts. I seriously don't understand how anyone is going to be bullish until inflation cools. The "inflation hedge" argument for BTC is bs.