The Alchemist

The universe is paving a way for you

[The Alchemist @assetalchemy1]

@leadlagreport My dude you are looking great. Keep up the good work at the gym and the diet. Keep building muscle 💪🏻

[The Alchemist @assetalchemy1]

@CrashiusClay69 Damn, this dude is an idiot. Sorry for the people that followed his Brett call.

[Michael A. Gayed, CFA @leadlagreport]

Japan can't solve inflation by raising rates.

Why? Debt.

At ~235% debt-to-GDP — highest in the developed world — every hike detonates the fiscal base.

So they must let the currency do it.

Force the Yen to surge. Force the reverse carry trade to unwind.

Only lever left.

[The Alchemist @assetalchemy1]

@leadlagreport

[The Alchemist @assetalchemy1]

@justinsuntron @Coachjv_

[The Alchemist @assetalchemy1]

@NoLimitGains Gold spikes

[The Alchemist @assetalchemy1]

@Coachjv_ @justinsuntron @worldlibertyfi It’s ok to admit this is a bad investment

[The Alchemist @assetalchemy1]

@leadlagreport Whipsawing the shit out of those hamsters

[The Alchemist @assetalchemy1]

@leadlagreport You are a legend my dude. This shit is playing out EXACTLY how you’ve been calling it. Queue the music “Can you take meeeeee Hiiiiigher…..”

[Michael A. Gayed, CFA @leadlagreport]

¥35 trillion in yen carry trade forwards.

BOJ raises rates → unwind. BOJ holds → yen collapses.

There's no good exit. This is a trap. We saw it in 2008. We saw it in 2020.

$FXY

[The Alchemist @assetalchemy1]

@MasonVersluis How does it translate into value for Xrp token?

[The Alchemist @assetalchemy1]

@leadlagreport That’s right!

[The Alchemist @assetalchemy1]

@leadlagreport Killer analysis my dude. You are the best in the business

[Michael A. Gayed, CFA @leadlagreport]

The macro setup right now:

- WTI at $91 (up 36% in a week)
- VIX near 30 (up 50% in a week)
- Payrolls at -92K
- Bonds offering zero protection
- Small caps in free fall
- Fed completely paralyzed
- SPR at 40-year lows
- Private credit cracking
- Iran choosing a new Supreme Leader

This isn't a pullback. It's a repricing of everything you thought you knew about this cycle.

[Andrew Lokenauth @FluentInFinance]

People have no clue what is coming

[The Alchemist @assetalchemy1]

@leadlagreport A more pressing matter……where is Matt Damon. And fuck your hamsters

[The Alchemist @assetalchemy1]

@leadlagreport And where the hell is Matt Damon!

[The Alchemist @assetalchemy1]

@goldseek WhatsApp junior miner stocks you buying

[The Alchemist @assetalchemy1]

@MakeGoldGreat Which ones