Izin sharing
Dulu gw termasuk yang gampang panik kalau market merah. Baru turun dikit langsung mikir, โini bakal lanjut turun apa nggak ya?โ
Setelah gw evaluasi, ternyata bukan marketnya yang bikin stres, tapi karena gw nggak punya struktur portofolio yang jelas.
Nah belakangan ini gw coba rapihin, dan gw bikin versi sederhana dari framework yang sekarang gw pakai.
Lumayan ngebantu buat bikin lebih tenang, karena jadi tau mana yang buat stabilitas dan mana yang buat growth.
April 6 is the deadline
If Iran accepts the peace deal โ oil drops, markets recover fast
If talks fail โ the US strikes Iran's energy infrastructure. Oil could spike past $130. Global inflation gets worse
One date. Two very different worlds
๐จ INSIDERS ARE RUNNING FOR THE EXIT:
Look at this data.
โ Diamondback Energy: $1.13 BILLION sold
โ Peter Thiel dumped $289 million in Palantir
โ VRT former officer: $263 million sold
โ BW Group: $210 million in DHT
โ Silver Point Capital: $155 million in GPOR
โ IBP CEO + Chairman: $255 million combined
โ Warner Bros CEO David Zaslav: $227 million combined
โ NVDA officer: $54.7 million
Out of the ENTIRE list of top insider trades this week, only THREE are buys. One CEO buying his own stock. Thatโs it.
Everyone else is selling. CEOs. CFOs. Directors. Chairmen. Billion-dollar funds.
These are the people who see the numbers 3 months before you do.
They have access to data retail investors will never see.
And they are all heading for the exits at the same time.
Iโll keep watching their moves and Iโll keep you updated. Turn on notifications.
Many people will wish they followed me sooner.
Institutions are quietly buying BTC ๐ฆ
~30,000 BTC accumulated vs only ~5,700 BTC mined.
Thatโs ~6x demand over supply.
Post-halving supply keeps tightening.
Big money moves in silence.
This is supply shock. โก
Retail looks for entries.
Institutions accumulate. ๐
David Marcus (ex PayPal President) says $1M Bitcoin is a matter of time.
Limited supply, rising institutional adoption, and growing global trust keep the digital gold thesis intact.
Short-term volatility vs long-term conviction.
$1M BTC: realistic or too optimistic?
3 catalysts that could revive crypto this year (per Wintermute):
1๏ธโฃ Institutions rotate beyond BTC & ETH
2๏ธโฃ Stronger BTC & ETH rally โ capital spillover
3๏ธโฃ Retail comes back
One is already happening: non-BTC/ETH crypto ETFs seeing solid inflows (SOL, XRP).