The Cycle Desk

Macro • Markets • Cycles

Matthew 6:33 ✝️

[The Cycle Desk @TheCyclesDesk]

Unpopular opinion: Purging Saylor is incredibly good for BTC

[The Cycle Desk @TheCyclesDesk]

Last one out turn the lights off $MSTR $STRC

[The Cycle Desk @TheCyclesDesk]

@jbulltard1 Bitcoins not going to zero m8 💀

[The Cycle Desk @TheCyclesDesk]

Spikes in oil have historically been a great recession indicator as energy bleeds into all facets of the economy. That said, oil can be used as a demand proxy. $USO

[The Cycle Desk @TheCyclesDesk]

The $STRC preferred flywheel is cracking in real time. Since $MSTR operational revenue is a rounding error, Saylor must either; dilute common, issue preferred below par, or sell BTC to pay the increasingly expensive cash obligations on STRC. We're in the FO of FAFO

[The Cycle Desk @TheCyclesDesk]

@GrantCardone You mean like these signs?

[The Cycle Desk @TheCyclesDesk]

@DonMiami3 HYG/IEF, DXY & Precious metals 👀

[The Cycle Desk @TheCyclesDesk]

Looking to fade this technical bounce off implied lows. 10Y off 9bps, precious metals slammed and $DXY up., Not exactly screaming risk on.

[The Cycle Desk @TheCyclesDesk]

@OpenOceanSky9 No position here. Shorts are crowded and headline risk looms. Still don’t think this is over

[The Cycle Desk @TheCyclesDesk]

Markets pricing a peace deal that appears to be stalling for the 47th time. With physical inventories dwindling and shipping unlikely to normalize any time soon, oil looks cheap here.

[The Cycle Desk @TheCyclesDesk]

@OpenOceanSky9 Gettin cheaper innit 😭

[The Cycle Desk @TheCyclesDesk]

@CannonsCall @leadlagreport Wait til you hear how gold got its start

[The Cycle Desk @TheCyclesDesk]

Negotiations going well I see

[The Cycle Desk @TheCyclesDesk]

Markets pricing a peace deal that appears to be stalling for the 47th time. With physical inventories dwindling and shipping unlikely to normalize any time soon, oil looks cheap here.

[The Cycle Desk @TheCyclesDesk]

@SenWarren If Elon musk paid his entire net worth (1.3T) in tax, that would only cover 64 days of federal spending. We don’t have a tax problem, Elizabeth

[The Cycle Desk @TheCyclesDesk]

@level941 Going Sub 50k innit

[The Cycle Desk @TheCyclesDesk]

@his_eminence_j Send it, Warsh

[The Cycle Desk @TheCyclesDesk]

$BTC to trade sub 50k in wash out move. Would be a buyer down there

Let’s see

[The Cycle Desk @TheCyclesDesk]

@FrankAFetter If you love it at 63K you'll really love it at 48k

[The Cycle Desk @TheCyclesDesk]

The $STRC preferred flywheel is cracking in real time. Since $MSTR operational revenue is a rounding error, Saylor must either; dilute common, issue preferred below par, or sell BTC to pay the increasingly expensive cash obligations on STRC. We're in the FO of FAFO

[The Cycle Desk @TheCyclesDesk]

@LukeGromen There’s a task force for that

[The Cycle Desk @TheCyclesDesk]

POP THE BUBBLE KEVIN