Crypthios

Investor | Macro finance and global markets | Digital assets and crypto

[FORECASTER @Forecaster_gg]

No following needed. No audience needed.

Only calls that keep landing.

That's how you build your fortune on Forecaster.

[Ray Dalio @RayDalio]

https://t.co/hadW05gZBl

[Crypthios @crypthios]

@CFCforxile Looking back at these replies honestly makes me want to cry. These were the final years of football at its absolute best. What we have today is painfully boring in comparison.

And, of course, this is that famous Kaká goal against Manchester United. Pure class, pure football.

[Crypthios @crypthios]

McDonald’s is also a real estate business disguised as a fast-food company. Land, properties, rents, and franchises. When Treasury yields and the cost of capital rise, the present value of those cash flows falls and the multiple can compress.

Unfortunately, finance doesn’t just eat Big Macs.

[Finanz-Kroko @FinanzKroko]

Haltet mich bitte davon ab, mein GESAMTES Vermögen in McDonald’s zu stecken??! 🫠🍔

Es handelt auf 5-Jahres-Tiefs, trotz:

• Umsatz +40%
• Operatives Ergebnis +70%
• 3,2% Dividende (seit 50 Jahren steigend 😳)
• 46.000 Filialen, zu 95% im Franchise

Haut raus… was übersehe ich hier?

[Crypthios @crypthios]

@aave @monad Who want a ghost pass?

[Coin Bureau @coinbureau]

You can't make this up.

3 of history's biggest stock market bubbles all ended the same way.

Today, the 10 biggest AI stocks make up 41% of the US stock market, per Bank of America.

That's the same level where the dot-com bubble peaked in 2000.

And BofA says each of those past bubbles was ended by a surge in bond yields:

- Nifty Fifty, 1973: US yields jumped 2 percentage points

- Japan, 1989: Japanese yields jumped 2.3 points

- Dot-com, 2000: US yields jumped 2.6 points

In all three, the end came once yields had risen by 2 points or more.

Meanwhile, US 10-year yields are already up 1.27 points since February.

"Quickest way to end US boom is surge in bond yields," BofA writes.

[Crypthios @crypthios]

BITGET GOT HACKED FOR ~$350M.

Their wallet infrastructure backend was compromised, with transaction data manipulated to push through fraudulent transfers.

Bitget halted withdrawals as an emergency measure while investigating the incident.

The losses are expected to be fully covered by Bitget’s User Protection Fund, which the exchange says holds more than $464M.

The attack also appears to be linked to the usual suspects: North Korea’s Lazarus Group.

[Crypthios @crypthios]

Oil down, bonds up. The market gets a brief reprieve.

But the bigger story hasn’t changed: energy-driven inflation is pushing rate expectations higher, keeping yields elevated and tightening financial conditions.

The sell-off may have paused. The problem hasn’t.

https://t.co/NObQddpo9v

[Crypthios @crypthios]

Tomorrow. 👀

[Stani @StaniKulechov]

Tomorrow. 👀

[Crypthios @crypthios]

😬

[NoLimit @NoLimitGains]

What the fuck…

Buckle up, because you're in for a ride.

[Wu Blockchain @WuBlockchain]

Bitget Wallets Suspected of Security Breach, Over $170M in Assets Moved and Swapped to ETH

Breaking: MLM monitoring indicates that Bitget may be experiencing an ongoing wallet security incident, with three hot wallets and one cold wallet suspected to have been compromised. More than $170 million worth of assets have reportedly been moved out and swapped into ETH, with activity linked to 0x770b10b273fC44Fe9197D6bF20F145c2e98463Ee. The affected wallets are said to still hold about $530 million in assets. The attack vector and total losses remain unconfirmed, and Bitget has not yet publicly responded.

[Crypthios @crypthios]

😅

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The US 30Y Note Yield rises to 5.44%, its highest level since June 2004.

We are nearing a +500 basis point gain from the 2020 low.

Where is the US Treasury?

[Crypthios @crypthios]

This is what a bond market losing confidence looks like.

Japan has been able to carry enormous debt for years, but rising yields change the math very quickly.

The real question is how long the system can absorb higher borrowing costs before something breaks.

[Bull Theory @BullTheoryio]

🚨 EVERY COUNTRY IS LOSING CONTROL OF ITS BOND MARKET.

Japan’s 2-year yield just hit a new 31-year high.

The 5-year yield just hit a new 31-year high.

The 10-year yield just hit a new 30-year high.

For one of the most indebted economies in the world, this is very dangerous.

[Crypthios @crypthios]

Trump meets Xi today.

The US and China sit down as markets watch closely.

And #Bitcoin is holding.

No panic, no breakdown. Just #BTC absorbing the noise while macro plays out.

Let’s see what comes next.

[Cointelegraph @Cointelegraph]

🐋 LATEST: Short-term holder whales just hit a record $9.07B in unrealized profit, the highest since 2016.

[Coin Bureau @coinbureau]

🚨HUGE: South Korea's $200 BILLION Hanwha has built a tokenized securities platform on Avalanche.

The financial giant developed it ahead of the country's February 2027 rollout, when blockchain records become legally recognized securities registers.

The group is also the LARGEST shareholder in Securitize, the firm behind BlackRock's tokenized fund.

South Korea isn't waiting for the rules, its biggest institutions are already building.

[Barchart @Barchart]

China bought 650,000 ounces of Gold last month, its largest monthly purchase since 2023 🚨 🚨

[Crypthios @crypthios]

@puparulepatan Quando contare qualcosa significa prendersi in muso una bomba nucleare. Il bello di vivere in fallitalia