Cassanova

Tuned to B standard.

[Cassanova @RespecttheCycle]

"Central banks are going to be forced to cut rates far more aggressively than currently priced.
Liquidity is going to have to be pumped into markets from all major central banks.
The Bitcoin cycle could be extended beyond the 4 years"

[LondonCryptoClub @LDNCryptoClub]

Our biggest non consensus view is that for 2025/2026 disinflation if not outright deflation will be the biggest problem for western central banks

Extremes of Covid have distorted economic cycles but fundamentally they haven’t changed

We still believe we’re in a disinflationary world driven by debt, technology and an ageing population

The worlds second largest economy is in a deflationary spiral which it will export to the world

Global growth is falling and US “resilience” is merely a function of the insane deficits north of 7% that Biden has been running

We have had sharp falls in inflation from circa 10% in the US to now 3% and are in the “bumpy phase” before the next leg lower

Yet rates in our view remain too high for over indebted economies to handle

Without there being a supply shock, the fall in global demand makes it difficult to see where inflation will come from

If disinflation takes hold and falls below central banks 2% targets, there will be a panicked response

Deflation is a MUCH bigger problem than inflation for these debt bloated economies

Yet the transmission of monetary policy is 12-18 months

So rate cuts when they come will appear ineffective (much like hikes were initially ineffective)

So the cuts will be sharper and quickly they’ll reach into the QE tool kit

If inflation in the real economy can’t reduce the real debt burden, they’ll pump the asset side of the balance sheet

The deflation in the real economy will be replaced by rapid asset price inflation

Ultimately of course, it’s less assets going higher than it is the value of fiat currency going lower

TLDR:

central banks are going to be forced to cut rates far more aggressively than currently priced

Liquidity is going to have to be pumped into markets from all major central banks

The Bitcoin cycle could be extended beyond the 4 years

You are not bullish enough Bitcoin

[Cassanova @RespecttheCycle]

@tailopez I chose Pikachu

[Cassanova @RespecttheCycle]

@sunny051488 @LeadingReport Slurpage technique

[Cassanova @RespecttheCycle]

@TheInsiderPaper @VladTheInflator is this true?

[Cassanova @RespecttheCycle]

@sunny051488 @mattkratter Kratters prefers IBIT 😅

[Jeff Walton @PunterJeff]

Take the car out of the garage

Go to work

Park the car in the garage

$SATA traded ~ $98M in volume today

[Michael Saylor @saylor]

₿uild them a product they’re allowed to buy.

Bitcoin Capitalism — in 2 minutes.

[Cassanova @RespecttheCycle]

@tailopez Ewwwwww!

[Tai Lopez @tailopez]

Carl Jung was right when he said what you find unbearable in another person is usually the part of yourself you refuse to look at.

[Cassanova @RespecttheCycle]

@Strive Good ad!

[Cassanova @RespecttheCycle]

@TheInsiderPaper Well, yeah for once I'm on the governments side of things...at least for now

[Adam Livingston @AdamBLiv]

The AI boom is the FINAL BOSS of FIAT CAPITAL ALLOCATION.

Global capital markets raised $4.7 trillion so America can build a digital god that answers emails, writes layoffs, and tells your unemployed cousin to practice gratitude.

Yes, a civilization that cannot build starter homes is raising trillions to build server farms so a chatbot can explain why you’ll never own one.

All of this paper is being created to chase future cash flows in dollars that are being silently euthanized by the same system funding the boom.

Eight companies are levering up to buy each other's GPUs in a circle while your rent went up 40 percent and a single egg now costs what a 1996 car payment cost.

Record capital raised. Record delusion.

Record everything except babies, borders, and functioning infrastructure.

Bitcoin is real sovereignty. Ignore it at your own peril.

The rotation is coming.

[Swan @Swan]

Introducing Swan Real Bitcoin Exchange (RBX).

A structured path from Bitcoin ETFs to real, on-chain Bitcoin you own.

https://t.co/5EOgnGjhJi

[Cassanova @RespecttheCycle]

@JoshMandell6 @LynAldenContact @ZacMannes Nothing stops me from stopping this boat

[blue @bluewmist]

Hard Pill to swallow as an adult:

At some point, you will have to disappoint others to live a life that's honest to you.

People pleasing will drain you, not save you.

You have every right to set boundaries and choose your peace. You can disappoint people and still be a good person.

[Cassanova @RespecttheCycle]

@FinanceLancelot We will understand but will most people? Assets crashing. Will people riot? Is it that easy to just say things will be okay afterward?

[Mr Anonymous @zxce6718]

@TheInsiderPaper The number matters less than the exit path. Paper trillionaires are just signaling where liquidity hasn’t priced reality yet

[Bitcoin News @BitcoinNewsCom]

JAPAN MOVES TO TREAT BITCOIN LIKE STOCKS

Japan’s lower house has approved landmark legislation that would bring Bitcoin and other digital assets under the same legal framework as traditional securities.

The proposal cuts the maximum tax on crypto gains from 55% to a flat 20%, matching stocks and bonds, while opening a pathway for regulated crypto ETFs and broader institutional participation.

The bill would classify cryptocurrencies as financial instruments under Japan’s Financial Instruments and Exchange Act (FIEA), extending securities-style rules to the crypto market, including insider trading restrictions.

The legislation also significantly increases penalties for unregistered crypto sellers, raising the maximum prison sentence from 3 years to 10 years.

Japan Exchange Group has indicated crypto-linked ETFs could begin listing as early as next year if the regulatory framework is finalized.

The bill now heads to the upper house. If approved, it would mark one of the most significant crypto regulatory reforms in a major economy, lowering taxes, enabling ETFs, and bringing digital assets further into the traditional financial system.

[Cassanova @RespecttheCycle]

@BitcoinNewsCom "Never sell YOUR Bitcoin" not "never sell MY Bitcoin" 🤣😂🤣😂

[Cassanova @RespecttheCycle]

@BitcoinNewsCom Ahhh very clever twist of words 😅

[blue @bluewmist]

pretty shitty how baseline human activities like singing, dancing and making art got turned into skills instead of being seen as behaviors
so now it's like 'the point of doing them is to get good at them' and not 'this is a thing humans do, the way birds sing and bees make hives.