BitHoncho

Primarily crypto rants
Accompanied with thoughts on $ES_F , $XAU and other things macro

[BitHoncho @BitHoncho]

So .. #musing thoughts
#bitcoin has not seen a recession.
It was created as a consequence of #recession.

Would be a great test ..
To validate all theories

[BitHoncho @BitHoncho]

@rickjeff78 Energy and agriculture have been seeing outflows with this dump - wonder the inverse correlation with snp n qqq return - or liquidity will drain from them too

[BitHoncho @BitHoncho]

@markminervini Energy , agriculture was moving inversely to snp and tech. Wonder if will get some love or liquidity will get sucked out of energy and agriculture with the dump

[Hunter Biden @HunterBiden]

@gmoneyNFT Hyperliquid

[Hedgeye @Hedgeye]

🇺🇸 U.S. Strategic Petroleum Reserve (SPR) stocks fall to 2-year low

[العميد إبراهيم ذو الفقاري @Ibrahim_alFiqar]

إننا نجدد التأكيد على أن مضيق هرمز سيبقى تحت الإدارة والسيادة الإيرانية الكاملة، حتى في حال التوصل إلى أي اتفاق مستقبلي. وتشدد الجمهورية الإسلامية على أن صلاحيات تحديد مسارات العبور، والتوقيت، وإصدار التراخيص البحرية هي حق سيادي مطلق بيد طهران حصراً.

[Jeffrey Currie 🆔++ @CommodMkt]

Welcome to the most asymmetric trade in modern financial history.

The thread below lays out why. The opportunity exists because capital has chased the AI trade while ignoring the physical assets AI requires to run — assets that have quietly become the best-performing asset class of the decade. Since October 2020 when we first called for the commodity super cycle: QCI Total Return +217%, GSCI Total Return +205%, Gold +140%. NASDAQ trails at +130%. S&P 500 at +85%. The top three are all commodities. Yet oil cannot get out of its own way while copper and the broader atom complex prints fresh highs . That is the dislocation. That is the trade.

Get long. Buckle in. Hang on for the ride.

Forgive the longer posts in this thread — attempting to mimic my old 10-bullet commodity takes. On to it.

[BitHoncho @BitHoncho]

Really hoping at this stage, 11th May. #axios comes out with a headline but $USOIL still goes up.

[BitHoncho @BitHoncho]

@carlosdomingo @Securitize @Brandonlutnick Congratulations to the customer first approach that you and the team always had !

[Securitize @Securitize]

https://t.co/SYaqQhsShj

[Alex Krüger @krugermacro]

$100K invested in Jan 1980 would have reached the following values by Oct 2025:

• Savings account: $700K
• Gold: $770K
• 10Y T-Bonds: $1.3M
• Tokyo real estate: $150K
• Madrid real estate: $560K
• NY real estate: $1.1M
• Paris real estate: $1.2M
• Sydney real estate: $1.75M
• London real estate: $2M
• S&P 500: $10.6M
• IBM: $8.8M (including dividends)
• Apple: $214M (including dividends)

Takeaways:

➤ Cash underperforms dramatically, so limit it to liquidity needs.
➤ Volatile assets such as gold can perform poorly if one FOMOs into a top (gold had a major top in 1980).
➤ Real estate returns trail stocks' sharply unless leveraged with a mortgage to boost returns, yet even with leverage, they lag behind the S&P 500.

[BitHoncho @BitHoncho]

@shanas621 Very sorry to hear that.

[BitHoncho @BitHoncho]

@LinusEkenstam Congratulations !

[BitHoncho @BitHoncho]

@jennyai Hope he gets better soon ! Strength to the family

[BitHoncho @BitHoncho]

@heyBarsee Free

[BitHoncho @BitHoncho]

@donalt Congratulations

[Compounding Quality @QCompounding]

🧵🏆 20 Undervalued Quality Stocks

Stocks in an oligopoly (where a few players dominate the entire market) outperform the S&P500 with a wide margin.

In this thread, we'll discuss the 20 best stocks ⬇️⬇️⬇️

[Mysterium Network @MysteriumNet]

Mysterium #Mainnet is coming.

2021.11.22

The countdown begins.

https://t.co/YpdRH81B7J

[BitHoncho @BitHoncho]

@EasyMoneyShad

[WIZZ🥷 ( beware scammers ) @CryptoWizardd]

I leave this here.

Binance

Moon soon..

Project under 50 mil. Backed by consensys

$btc $eth $ocean $vra $sha $tomo $tone $sxp $trac