Uriel

smilesss #5079

[Bravos Research @bravosresearch]

Inflation is following the EXACT footsteps of the 1970s

Economists are wrong about what’s coming next

A thread 🧵

[Bravos Research @bravosresearch]

Beware: Interest rates are now at levels seen during the peak of the 2007/2008 Financial Crisis

[Benjamin Cowen @benjamincowen]

Here you can see just how closely #TOTAL3 (the altcoin market) tracks net liquidity.

Assets further up the risk curve like alts require excess liquidity more than stocks.

[Bravos Research @bravosresearch]

The yield curve is the most inverted since the 1980s

Inversions systematically lead to recessions

This time is not different

[Uriel @UriTheLadd]

Dude doesn’t miss

[Doctor Profit 🇨🇭 @DrProfitCrypto]

PERFECTION

IT WAS ONLY A MATTER OF TIME.

[Doctor Profit 🇨🇭 @DrProfitCrypto]

PERFECTION

IT WAS ONLY A MATTER OF TIME.

[Lucky Chart Ape @luckychartape]

I was probably at a 1-5% likely hood of the most bearish scenario playing out, and then I read the comments.. and it's hard not to bump it over 50%

[iftymonkin @niftymonkee]

Departure

[POLYGON1993■ @Polygon1993]

SPIDER-MAN 2099■

[Doctor Profit 🇨🇭 @DrProfitCrypto]

🚩Be extra careful in the next few days regarding altcoins. People calling out for altseason while #Bitcoin dominance broke out today above huge two year resistance. What does it mean ?

If the dominance that rose today continues to pump, and BTC decides to dump. You can prepare for an altcoin season in other way, a massacre like rarely seen before. Such dumps will result in easy -20% for alts in one day, and this will continue as long dominance keeps rising and BTC dumping.

Best case scenario for the whole market would be that the dominance breakout turns out to be a fakeout, and Bitcoin pumps. That would take us to the alt season.

At the same time ETH/ BTC dumping hard, If support can’t hold you can expect ETH to be strong underperformer vs BTC in next days, same goes for alts.

However, with todays explosive breakout you need to be extra cautious with your alts holdings.

Summary:

Dominance pump + BTC pump = Altcoin dump

Dominance pump + BTC dump = Altcoin massacre

Dominance dump + BTC pump = Altseason

[Luke Sophinos @lukesophinos]

VC's are FINALLY starting to realize the power of industry specific software aka vertical SaaS.

In the last few months I've seen more and more top tier investors come out of the woodwork with blogs and overviews.

Why the time is right for YOU to start a vSaaS business 🧵

[Legendary @Legendaryy]

Why aren't we talking more about @huxleysaga? While most web3 games are just screenshots & concepts at this stage, the first Huxley experience is already playable.

@BenMauroArt who's behind Huxley has an incredible track record working on CoD, Halo, The Hobbit, Altered Carbon.

[Bravos Research @bravosresearch]

The Fed has been on an aggressive hiking cycle

Fed funds rate has moved above the 10-year Treasury yield

Everytime this happens, the unemployment rate moves higher

[Bravos Research @bravosresearch]

The market has been very optimistic recently

But caution is warranted in the near-term

VIX is now close to its 2018 macro uptrend line

The reaction here is going to be pivotal

[Gabor Gurbacs @gaborgurbacs]

The 5 countries in BRICS now contribute 31.5% of global GDP while G7 share has fallen to 30%. BRICS is expected to contribute over 50% of global GDP by 2030. This is perhaps the most important macro chart that doesn’t get shared much.

[TradingView @tradingview]

Silicon Valley Bank resumed trading today 😳

[Bravos Research @bravosresearch]

A major warning signal has flashed for the markets

Everytime this indicator collapses, equities fall rapidly

[Bravos Research @bravosresearch]

Credit spreads have been rising amidst the ongoing banking crisis

This has often been a leading indicator for the unemployment rate

[Genevieve Roch-Decter, CFA @GRDecter]

Five bank failures in less than a month. 

- Silvergate
- Silicon Valley Bank
- Signature Bank
- First Republic.
- Credit Suisse

Now Deutsche Bank is wobbling.

Probably nothing.