Dave

[Dave @davetrane11]

@mamiiii_mamiii @APEXENIGMA6 @FirstSquawk Roman Empire could only briefly get a foothold into Persia under Trajan.

[Dave @davetrane11]

The only deals happening are in the guy's head......constant lying daily to prop this inflated fiasco.

[Myron Gaines @MyronGainesX]

WAIT...People ACTUALLY think Trump is signing a deal with Iran tomorrow? 😂😭🫵🏽😂😭

[Dave @davetrane11]

@antibearthesis Whoopsies.........

[Wimar.X @DefiWimar]

🚨 SOMETHING EXTREMELY BAD IS COMING THIS MONDAY!!

Everyone thought the biggest risk was $SPCX IPO day.

WRONG.

And if you think everything is over and we are going higher,

YOU ARE COMPLETELY WRONG.

Because after the IPO, everyone finally sees the same thing:

SpaceX demand is massive.

Retail wants more.
Funds want more.
Institutions want more.

But money does NOT appear from nowhere.

To buy more $SPCX, they need cash.

And to get cash, they sell what they already own.

→ Stocks
→ Crypto
→ AI names
→ High beta tech

Everything retail is already holding.

This is NOT just an IPO. This is a liquidity black hole.

Everyone sees the Elon hype, but almost nobody sees what WILL be sold to fund it.

Now connect the dots.

The IPO already happened. Demand was already massive. Oversubscription was already insane.

Everyone who did NOT get enough allocation will chase $SPCX on Monday.

Funds want exposure. Retail wants exposure. Institutions want exposure.

But everyone needs dollars first.

And when everyone needs dollars at the same time, markets do NOT rotate calmly.

They dump what is liquid first.

Bitcoin is liquid. Tech is liquid. AI stocks are liquid.

That is the real danger.

There are only a few ways this goes from here, and they are NOT equal.

→ LIGHT SHOCK: people sell small positions on Monday, stocks get hit first, crypto follows, then markets try to stabilize.

→ HEAVIER SCENARIO: funds raise cash after the $SPCX IPO, high beta tech dumps, Bitcoin loses support, and retail gets trapped.

→ WORST CASE: everyone rushes into $SPCX on Monday at the same time, liquidity disappears from crowded trades, stocks dump HARD, crypto gets hit first, and people get liquidated.

And now one of the most hyped IPOs in history is absorbing even more money.

This is NOT a theory.

The $SPCX IPO was Friday.

The liquidity drain hits Monday.

Markets are NOT pricing this yet.

But they will.

I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH.

Follow and turn notifications on.

I’ll post the warning BEFORE it hits the headlines.

[Borg @Borg_Cryptos]

🚨 OFFICIAL

DEAL WAS FAKE

TRUMP IS A BIG MANIPULATOR

[Dave @davetrane11]

Welcome to the late 1920s......LOL

[Shruti @heyshrutimishra]

Elon just created 4,400 millionaires in a single day.

400 of them are now worth over $100 million.

These aren't VCs. They're SpaceX employees, and the list includes welders, technicians, and cafeteria staff, because for two decades the company paid every level of the workforce in stock instead of higher salaries.

Juan Hernandez immigrated from Mexico and took a $28 an hour contractor welding job in 2015. He says he didn't even know what SpaceX was. The company gave him a $10,000 equity grant and let him buy more shares through payroll deductions. That stake is now worth $880,000.

Trevor Hise's parents wanted him to take a stable job at General Electric. He picked SpaceX instead, stayed 12 years, and accumulated over 100,000 shares. At the $135 listing price that's $13.5 million. He's 37 and semiretired. His words: "The magnitude of this has been ridiculous."

The most telling detail came before the listing. Over 100 employees quietly banded together and negotiated a group wealth management deal covering up to $5 billion, because none of them had ever needed a wealth manager before.

Software IPOs have minted millionaires for 30 years. This is the first one where the money went to the factory floor.

[Alex Mason 👁△ @AlexMasonCrypto]

🚨 THIS NUMBER SHOULD NOT EXIST

The U.S. housing market is now at the most unaffordable level in history.

Worse than the legendary 2006 housing bubble:

The median U.S. home now costs $436,000.

Five years ago? $270,000.

That’s a 61.5% price increase.

Wages over the same period? +29%.

To qualify for a mortgage on a median-priced home today, Americans need a minimum of $127,000 in household income.

The median household earns about $80,000.

That means 75% of homes on the market are unaffordable for the average American family.

3 out of 4.

Mortgage rates are the second punch.

They went from 2.7% to 6.3% in just five years.

Even if prices hadn’t moved, monthly payments would’ve nearly doubled.

And here’s the part nobody wants to say out loud:

On January 29th, Trump told his Cabinet he does not want housing prices to fall.

He wants them higher.

That’s great if you already own.

It’s brutal if you’re trying to buy your first home.

99% of U.S. counties are less affordable than their historical norms.

The country is short roughly 7.1 million homes.

And construction is slowing.

Existing home sales in 2025 are tracking around 4.1 million.

That’s near the lowest level in three decades.

Homeownership has fallen to 65%, down from 69% in 2004.

This is the largest affordability crisis in modern U.S. housing history.

Prices went up. Rates went up. Wages did not.

And politicians do not want prices to fall.

The average American family is not waiting for a better entry.

That is the trap. They are locked out of the market.

Reminder: I’ve called all the market tops and bottoms for the last 15 years, including the Bitcoin bottom at $16,000 and the top at $126,000.

The next call will be even more important.

When I exit the markets completely, I’ll post it here publicly like I always do.

Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

[Jon Brooks @jonbrooks]

Housing payments have exploded.

Median payment:
2020 → $1,500
Today → $2,800

That’s a 90% increase in five years.
Wages didn’t rise 90%.

That’s the affordability crisis.

[First Squawk @FirstSquawk]

U.S. DEBT INTEREST COSTS HIT RECORDS, SURPASSING DEFENSE AND MEDICARE SPENDING

AMERICA NOW SPENDS $3.6 BILLION A DAY JUST TO SERVICE ITS DEBT

[The General @GeneralMCNews]

BREAKING: The Israeli government is reportedly extremely upset with the peace agreement between the United States and Iran, calling it "shit."

[0xNobler @CryptoNobler]

🚨 WARNING: MONDAY WILL BE THE WORST DAY OF 2026!!

→ Fed just confirmed rate HIKES.
→ SpaceX IPO sucked ALL liquidity from the market.
→ U.S.-Iran peace deal is officially CANCELLED.
→ China and Japan are DUMPING US Treasuries.

If you hold any assets today, you MUST read this:

When markets open next week, this won't be “just another dip.”

Stocks will dump.
Bonds will dump.
Gold and Silver will dump.
Bitcoin will dump even harder.

Insiders already know what's coming.

They are not buying assets right now.

They are reducing exposure and preparing for the biggest risk-off event of the year.

At the same time, pressure is intensifying throughout the global financial system.

China is continuing to reduce Treasury exposure.

Japan's bond market is collapsing and the BOJ is forced into emergency support operations.

When the world's largest creditors step away from sovereign debt markets simultaneously, liquidity evaporates.

→ Japanese bond yields are exploding higher
→ Demand for U.S. Treasuries is deteriorating
→ Global bond markets are under extreme stress
→ Energy markets remain highly unstable
→ Liquidity conditions are tightening everywhere
→ Volatility is spreading across every major asset class
→ And the SpaceX IPO has just absorbed a massive amount of liquidity

This is no longer a localized issue.

This is systemic stress building across MULTIPLE sectors simultaneously.

And now geopolitical risk has entered the picture.

Energy markets become impossible to control.

Oil does not rise slowly.

It goes parabolic.

Critical shipping routes become exposed.

Global supply chains become disrupted.

Inflation accelerates worldwide.

Which means interest rates stay higher for longer.

And risk assets?

They do not correct.

They DUMP.

This is exactly how financial chain reactions begin.

Because once markets start pricing long-term instability instead of short-term uncertainty, everything changes.

I have spent decades studying macro cycles, liquidity flows, and systemic market reactions like this.

When the next move becomes clear, I will share it publicly.

Follow and turn notifications on.

Because by the time the mainstream media starts reporting it, the opportunity is already gone.

[Dave @davetrane11]

A lot of keeds posting this weekend about ATHs for next week.....

[Dave @davetrane11]

Bit con did nothing.....nobody believes the senile old fool's tweets any longer......LOL.

[Dave @davetrane11]

LOL

[Dave @davetrane11]

Keeds still talking about rate cuts......175bps in cuts from 2024-25....and inflation is raging...Cute.....LOL.

[Dave @davetrane11]

@realtordotcom Enjoy the winter ice storms.......LOL

[Don Johnson @DonMiami3]

@MacroEdgeRes Disgusting times. CasinoUSA

[Dave @davetrane11]

Riiiiggghhhhttt......

[The Great Martis @great_martis]

The likelihood of a deal is zero.

The drawdown will be biblical.

Yours truly.
The Great Martis✨