As many of you know, I recently cleaned up most of my non-English content for a few reasons — tax issues in Turkey 🇹🇷, my plan to move to Thailand 🇹🇭 around October, and my goal of building a more global audience 🌍.
That also meant something I didn’t take lightly: a lot of old memories, posts, and records had to go with it 🧾.
So I’m using this pinned thread as a kind of “public proof vault” while I reintroduce myself to a global audience — collecting every certificate, achievement, and verifiable record I can recover here 📌.
Mostly so I don’t wake up one day to someone asking: “Okay, but what have you actually done?” 🤔
I’ll keep updating this thread whenever I add something new 🔄.
Feel free to scroll through everything below 👇
💥 BREAKING: Bitcoin is up 35% in Q3 so far.
If it holds, this would be Bitcoin’s 3rd-best Q3 in history.
But here’s the interesting part:
After a move this strong, the question isn’t whether Bitcoin can go higher.
It’s whether the market can absorb the gains without a deeper correction.
Q3 isn’t over yet.
🚨 REMINDER: 🇺🇸 US PCE INFLATION DROPS TODAY AT 8:30 AM ET!
Previous: 3.7% · Forecast: 3.6%
IF PCE > 3.6% → risk off
IF PCE < 3.6% → risk on
Last inflation print before Kevin Warsh speaks at Jackson Hole on Friday.
Tomorrow isn’t just about the PCE.
Yes, a cooler-than-expected number could spark an immediate rally.
But that’s not the real story.
The real question is:
Can the Treasury actually force yields lower?
If PCE comes in soft and 10Y/30Y yields fall → risk-on.
If PCE is soft but yields keep rising → the market is telling us something:
“We don’t believe the intervention will work.”
So tomorrow, don’t just watch inflation.
Watch the bond market.
Because the next move in Bitcoin, Gold and Nasdaq may be written in Treasury yields first.
Tomorrow isn’t just about the PCE.
Yes, a cooler-than-expected number could spark an immediate rally.
But that’s not the real story.
The real question is:
Can the Treasury actually force yields lower?
If PCE comes in soft and 10Y/30Y yields fall → risk-on.
If PCE is soft but yields keep rising → the market is telling us something:
“We don’t believe the intervention will work.”
So tomorrow, don’t just watch inflation.
Watch the bond market.
Because the next move in Bitcoin, Gold and Nasdaq may be written in Treasury yields first.
The closest Dominos to the Pentagon is reporting high traffic. Several other pizzerias nearby the Pentagon are also reporting high traffic.
As of 2:39pm ET
At one point, Machi(@machibigbrother) was liquidated until he had less than $60K left in his account.
Now, his account balance has grown nearly 200x, and he has opened massive $113M in $BTC and $ETH longs.
Current positions:
23,350 $ETH($59M)
668 $BTC($54M)
https://t.co/j0jBgYa1zp
A CLEAR LIQUIDITY ROTATION IS PLAYING OUT BETWEEN CRYPTO AND US STOCKS TODAY.
The S&P 500 is up 0.26%, adding $240 billion to US stocks.
Bitcoin is down 3% from its day high, wiping out roughly $48 billion from its market cap.
Bitcoin started dumping at almost the exact moment US stock futures bottomed and reversed higher.
Tomorrow isn’t just about the PCE.
Yes, a cooler-than-expected number could spark an immediate rally.
But that’s not the real story.
The real question is:
Can the Treasury actually force yields lower?
If PCE comes in soft and 10Y/30Y yields fall → risk-on.
If PCE is soft but yields keep rising → the market is telling us something:
“We don’t believe the intervention will work.”
So tomorrow, don’t just watch inflation.
Watch the bond market.
Because the next move in Bitcoin, Gold and Nasdaq may be written in Treasury yields first.
If I can teach this 🇹🇷meme to everyone who speaks English🇺🇸🇬🇧, I’ll consider myself successful.
“Hasan Mezarcı, the man who didn’t laugh at the joke.”
Of course, he ends up laughing himself.
I know this means nothing to most of you. To the public, he became “the crazy guy.”
But there’s another layer to this joke that most people here won’t catch.
The joke comes from Nasreddin Hodja, one of the most important figures in Turkish folklore and humor.
So, in a way, this meme is an intersection of two universes.
That image is for the Turks.
But in finance, there’s a much more familiar version of the same story:
Michael Burry → Cassandra.
Cassandra was the Trojan princess blessed with the ability to see the future, but cursed so that nobody would ever believe her.
Burry didn’t choose that name by accident.
Look at the 3rd image.
And then look at the next one:
“Me, saying oil is going down.”
Yes, you can laugh at the PnL.
I probably would too.
But if you know Cassandra’s story, you already know how this ends.
Sometimes being laughed at is simply the price of seeing something before everyone else does.
And sometimes…
the market has to move before people realize you weren’t crazy.