I just made a large investment in one stock.
After digging deep into the thesis, Iโve made it one of my biggest positions.
And now the stock is starting to move.
I laid out the full thesis, including why Iโm sizing it this aggressively, on my Substack. Link in bio.
๐ Bitcoin & CPI: History Could Be Repeating Itself
$BTC has posted strong moves following the last two U.S. CPI releases:
๐น June CPI: Bitcoin gained approximately 10.75% within
Tomorrow, August 12, the U.S. will release its latest CPI inflation data, making it another key.
$BTC pumped after the last 2 CPI data.
June CPI: Bitcoin pumped 10.75% in a week.
July CPI: Bitcoin pumped 7.58% in a week.
Tomorrow, US CPI data will released again.
What'll happen this time?
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โBut the curse of every ancient civilization was that its men in the end became unable to fight. Materialism, luxury, safety, even sometimes an almost modern sentimentality, weakened the fibre of each civilized race in turn; each became in the end a nation of pacifists, and then each was trodden under foot by some ruder people that had kept that virile fighting power the lack of which makes all other virtues useless and sometimes even harmful.โ
-Teddy Roosevelt