Bom dia é o caralho, chegou a hora de tu parar de ser tchola! 🤬🤬
COMO COMPRAR CRIPTO, E USAR NO DIA A DIA, SEM SER RASTREADO!!! 🥳🥳🥳
Vocês vão usar duas plataformas:
PARA COMPRAR: https://t.co/844eS2DySJ
PARA USAR NO DIA A DIA: https://t.co/98YCZ2UiOe
Vem comigo, que eu vou explicar como fazer 👇🧵
O nível de endividamento das famílias é o maior da história e o percentual da renda gasto com serviço da dívida também, oferecer crédito enquanto a Selic está alta não ajuda em nada o trabalhador.
Ao invés de implementarem políticas fiscais que façam o juro cair, o que beneficiaria a todos, anunciam medidas meia boca como essa.
A snapshot of inflation as of February 2025
A year ago, the prospect that housing might not meaningfully disinflate spooked markets. But those fears were dismissed as the year went on. Housing has meaningfully contributed to the inflation slowdown, as expected since late '22.
Just a few minutes ago, President Trump signed an Executive Order to establish a Strategic Bitcoin Reserve.
The Reserve will be capitalized with Bitcoin owned by the federal government that was forfeited as part of criminal or civil asset forfeiture proceedings. This means it will not cost taxpayers a dime.
It is estimated that the U.S. government owns about 200,000 bitcoin; however, there has never been a complete audit. The E.O. directs a full accounting of the federal government’s digital asset holdings.
The U.S. will not sell any bitcoin deposited into the Reserve. It will be kept as a store of value. The Reserve is like a digital Fort Knox for the cryptocurrency often called “digital gold.”
Premature sales of bitcoin have already cost U.S. taxpayers over $17 billion in lost value. Now the federal government will have a strategy to maximize the value of its holdings.
The Secretaries of Treasury and Commerce are authorized to develop budget-neutral strategies for acquiring additional bitcoin, provided that those strategies have no incremental costs on American taxpayers.
IN ADDITION, the Executive Order establishes a U.S. Digital Asset Stockpile, consisting of digital assets other than bitcoin forfeited in criminal or civil proceedings.
The government will not acquire additional assets for the Stockpile beyond those obtained through forfeiture proceedings.
The purpose of the Stockpile is responsible stewardship of the government’s digital assets under the Treasury Department.
PROMISES MADE, PROMISES KEPT
President Trump promised to create a Strategic Bitcoin Reserve and Digital Asset Stockpile. Those promises have been kept.
This Executive Order underscores President Trump’s commitment to making the U.S. the “crypto capital of the world.”
I want to thank the President for his leadership and vision in supporting this cutting-edge technology and for his rapid execution in supporting the digital asset industry. His administration is truly moving at “tech speed.”
I also want to thank the President’s Working Group on Digital Asset Markets — especially Treasury Secretary Scott Bessent and Commerce Secretary Howard Lutnick — for their help and support in getting this done. Finally Bo Hines played a critical role as Executive Director of our Working Group.
Imagine you're the Chief Strategist at one of the largest paid macro research subscription services out there…
You’re looking at the latest services PMI and calling for a recession in 2025 based on that single print of 49.7, completely ignoring that manufacturing within the same report surprised to the upside in February.
What they’re missing is the fact that the supply side always leads the demand side – manufacturing leads services.
Here’s the thing:
The supply side of the economy, which is manufacturing, reacts faster to shifts in demand and changes in financial conditions.
When factories ramp up production, it signals that demand is coming back, and that eventually spills over into services.
But if you're only focused on services without taking into account manufacturing, you’re missing the complete picture.
Yes, consumption is 70% of GDP, but when it comes to inflection points in the economy, it’s the manufacturing sector you want to watch.
On top of that, they’re completely ignoring the fact that changes in financial conditions are always a leading indicator.
The dollar strength we saw in Q4 was a big part of what pushed the services PMI down in February, but the dollar has already started to weaken again.
I believe this sets us up for a bounce in the services PMI over the next 1-2 months.
Simple, but overlooked by so many...