Alex

Always live life to the full. Work hard play hard :)

[Nostra, House of Gold @Nostre_damus]

You can't lose if you already won

- Trump Tzu

[Peter Schiff @PeterSchiff]

Trump is thinking about suspending the federal gas tax. This will just make already exploding budget deficits larger and result in even higher inflation. Plus, the elimination of the tax will encourage greater demand for gas, helping to put even more upward pressure on prices.

[Kirill TALAI @KirillTalai]

@PeterSchiff "Pause." Oil drops 30%. "Final blow." Oil spikes 4%. "Begging to deal." Then "don't know if willing." The administration whipsawing markets to slow the bleeding while chasing the military objective. Someone keeps trading it 15 minutes early. It is getting tiresome...

[Graham Stephan @GrahamStephan]

What’s a good business idea you KNOW would work… but you’re too lazy to actually start?

[Aman Sharma @amancool5]

@zerohedge Weeks is a long time.

[Luke Gromen @LukeGromen]

@markfny 100%

[Anthony Scaramucci @Scaramucci]

NYT: Iran just wrecked America’s Gulf bases—Kuwait gutted with collapsed roofs & smashed radar, 17+ U.S. sites hit, $800M+ in damage in weeks. Troops ‘fighting remotely’ from hotels.
A forever-basing empire is a $1T liability. Time for a lean, naval, over-the-horizon posture… before the next war bleeds us dry.

[Sam Jones @samjones1337]

I don’t know if we’ll get to 35K but I certainly don’t think the low is in for the cycle and anybody who does is either new here or hasn’t yet learned that narratives don’t mean shit in a bear market. It’s always the same fucking thing. We don’t bottom until more are in loss.

Check back in July Adam, and we’ll see who is right.

[Jeff Walton @PunterJeff]

“There’s going to be a cry for more liquid things, and more transparency”

@jvisserlabs let’s talk about Digital Credit.

Strategy’s $STRC and Strive’s $SATA

Credit instruments supported by a large pool of liquid and transparent assets.

Credit risk calculated 24/7/365

[Justin F @DJMF420]

@DMichaelTripi Guess we’re lucky that Russia & China aren’t taking this opportunity to jump on us after we’ve needlessly weakened by a pointless war for Israel

[Jeff Walton @PunterJeff]

Whole world is cooking,

Let’s chat Digital Credit!

Tune in, we’re live!

[Peter Schiff @PeterSchiff]

Here's the ruling in my winning FOIA lawsuit against the IRS. It's not often that someone sues the IRS and wins. Not because the IRS rarely does wrong, but because it's rare they're ever held accountable in a legal system that's rigged in their favor. https://t.co/o5Ypu1CUIO

[Willy Woo @willywoo]

I'm seeing crypto folk falling into the trough of dispair after an abysmal bull market with mainly losers and BTC outperforming their "beta".

Let me tell you a story that tells you why you got screwed. It starts with the end of FTX.

When the bankruptcy folk came in to liquidate FTX assets their mandate was to sell everything. This included vast quantities of locked SOL.

They inadvertently invented something new, selling an asset that was locked up on-chain through the magic of a legal sale agreement (pay me now, I deliver later).

The deal got passed around the ecosystem, fund managers bought up the locked SOL at more than 60% discount to compensate for being locked up and exposed to the token price.

Many hedge funds bought the deal. They knew they could hedge the token price on futures markets by shorting SOL pocketing 70-80% yield at near zero risk (staking + basis yield + token discount).

They liked it and asked where can we get more of this?

Herein lies your PROBLEM as a crypto investor in 2023-2025.

Every crypto project has backers (and a foundation) who has great wads locked tokens that have been sold to hedge funds and dumped on you immediately through futures markets.

All your alpha went to market neutral hedge funds pocketing risk free yield.

THAT IS WHY CRYPTO IN 2023-2025 UNDER PERFORMED

You got dumped on prematurely.

On the bright side many of these projects, even though they have "locked up tokens ready to dump" on paper, in reality they have been sold already, so they will logically perform without the expected sell pressure in the next bull market given they have effectively been sold.

Not that I recommend buying crypto, you need to be an insider to get an edge, it works like a casino, the house will take your money. The house in 2023-2025 were the people who understood this trade. Just buy BTC and get on with your life.

[Jayo @jayowayo]

@GrahamStephan High interest rate owners become red, buy the foreclosure.

[Luke Gromen @LukeGromen]

Update:

10y UST yields (blue, RS1)
USDJPY*oil (red, LS)
USDCNY*oil (green, RS2)

Hormuz is still closed; China still has several years of oil inventories; 10y UST yields are ~20-30 bps from triggering a US & global debt spiral. What happens first?

Let's watch.

[Luke Gromen @LukeGromen]

@BennettWoodman S&P 500 Total Return still down by >50% in gold terms from 2000 highs... 🤯

[Anthony Scaramucci @Scaramucci]

Most of you will hate me saying this, but I will say it anyway.

The Democrats are in complete disarray and have no coherent message.

No real solutions. Just anti-Trump rhetoric on a loop.

And listen — I understand the anti-Trump sentiment. I share a lot of it.

But that is not a governing platform. That is not a vision for the country.

And it is not going to win elections.

Talk to your constituents about affordability.

About raising living standards. About the wealth gap that is tearing this country apart at the seams.

Here’s the hard truth: If we don’t fix the wealth gap through traditional American capitalism, we will have a populist leader on the left or a populist leader on the right in perpetuity.

And that is genuinely dangerous for the country.

Trump looks imperious right now. Looks invincible. I understand why people are scared.

But he’s got 36 months.

He can do a lot of damage in 36 months. I won’t minimize that.

But it is 36 months.

The question is whether the opposition uses that time to build something real or spends it screaming into the void.

[Alex @alexandrasofja]

@holly_thresher @bt_uk Oh right fair enough!! 😊