Wimar.X

no financial advice. only alpha.

[Wimar.X @DefiWimar]

🚨 BREAKING

🇮🇷 EXPLOSIONS WERE JUST HEARD IN SIRIK, IRAN, ACCORDING TO IRIB.

SIRIK IS LOCATED DIRECTLY ON THE STRAIT OF HORMUZ.

THE U.S. HAS NOT TAKEN RESPONSIBILITY FOR THE STRIKES.

THIS IS EXTREMELY BAD FOR MARKETS...

[Wimar.X @DefiWimar]

🚨 BREAKING

🇺🇸🇮🇷 US-IRAN PEACE DEAL IS GETTING CANCELED!

ODDS ON PREDICTION MARKETS JUST DROPPED BELOW 20% FOR A DEAL BY AUGUST 18.

INSIDERS NOW EXPECT IRAN TO OFFICIALLY REJECT THE PEACE DEAL WITH THE US.

THIS IS EXTREMELY BAD FOR MARKETS...

[WhaleTwits @WhaleTwits]

🚨 MOST PEOPLE ARE ABOUT TO GET THIS COMPLETELY WRONG.

They think Bitcoin survived the crash.

I think it's still walking toward it.

$82K bull trap ✅

$67K fake recovery ✅

Next:

→ $62K
→ $55K
→ $70K
Then:
→ $50K
→ $43K

The bottom won't form when people are hopeful.

It will form when nobody wants to touch Bitcoin.
That's the moment I'm waiting for.

[Wimar.X @DefiWimar]

🚨 BREAKING

🇺🇸🇮🇷 US-IRAN PEACE DEAL IS GETTING CANCELED!

ODDS ON PREDICTION MARKETS JUST DROPPED BELOW 20% FOR A DEAL BY AUGUST 18.

INSIDERS NOW EXPECT IRAN TO OFFICIALLY REJECT THE PEACE DEAL WITH THE US.

THIS IS EXTREMELY BAD FOR MARKETS...

[Wimar.X @DefiWimar]

🚨 SPACEX IS REPEATING THE SAME IPO PATTERN

The biggest bubbles never end quietly.

1999 → Palm IPO
S&P 500 later crashed 50.18%.

2007 → Blackstone IPO
S&P 500 later crashed 56.60%.

2016 → Fitbit IPO
S&P 500 later crashed 21.96%.

2026 → SpaceX IPO
S&P 500 later crashed ***

The setup is already here.

→ Massive hype.
→ Extreme valuations.
→ Record concentration.

And one final company pulling billions into the market at the end of the cycle.

SpaceX may not start the AI crash.

It may simply confirm that the top is already in.

Markets are celebrating the IPO.

History says they should be preparing for what comes next.

Follow and turn notifications on.

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

[Kalshi Finance @Kalshi_Finance]

JUST IN: Chinese hedge funds warn the AI "super bubble" is ready to burst

[Wimar.X @DefiWimar]

🚨 SOMETHING EXTREMELY BAD IS COMING THIS MONDAY!!

Markets are getting hit from EVERY side.

→ The US-Iran peace deal is collapsing
→ Fed rate hikes in 2026 are now confirmed
→ China, Japan, and Turkey are dumping US Treasuries

It is a full macro stress setup hitting from every direction.

When markets open Monday, this will NOT be just another dip.

Smart money already sees it.

They are cutting risk, moving into cash, and preparing for a major risk off move.

There are only three ways this goes.

- LIGHT SHOCK: markets panic first, bonds get stressed, oil pumps, and risk stabilizes if headlines calm down fast.

- HEAVIER SCENARIO: the peace deal collapses, and markets start pricing a real war risk.

- WORST CASE: diplomacy fully breaks, oil pumps HARD, yields pump, liquidity gets worse, and risk assets dump all at once.

This is the REAL danger.

When diplomacy breaks, markets stop pricing hope.

They start pricing war.

And when geopolitical stress hits an already fragile financial system, markets do NOT adjust slowly.

They dump HARD.

Watch oil.
Watch bonds.
Watch semiconductors.
Watch rates.

Once this starts accelerating, there will be no time left to react.

I've studied macro for 10 years and 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.

[Wimar.X @DefiWimar]

🚨 BREAKING

🇮🇷 IRAN IS NOW ACCUSING THE U.S. OF VIOLATING THE WAR-ENDING AGREEMENT.

REZAEI, AN ADVISOR TO IRAN'S SUPREME LEADER, SAYS THE US CREATED NEW TENSIONS IN THE STRAIT OF HORMUZ.

THE PEACE DEAL IS NOW FALLING APART FROM BOTH SIDES.

THIS IS EXTREMELY BAD FOR MARKETS...

[Wimar.X @DefiWimar]

🚨 THIS IS HOW AI BUBBLE WILL CRASH S&P 500

Read this carefully before buying stocks.

Three AI and space giants are entering public markets in the same cycle with a combined valuation approaching $4 trillion.

1. THE BIGGEST IPO WAVE IN DECADES

→ SpaceX has already gone public with $1.7 trillion valuation

$SPCX debuted on Nasdaq on June 12 and become one of the largest public listings in history.

→ OpenAI has already filed a confidential S-1 and is targeting a valuation above $1 trillion.
→ Anthropic is also considering an IPO at a valuation of around $1 trillion.

2. THE LIQUIDITY DRAIN

The S&P 500 is now carried mostly by the Mag 7 and AI stocks.

Nvidia, Microsoft, Google, Amazon and others make up roughly 33% to 35% of the entire index.

These three listings could pull $200 billion or more from the market.

Funds may need to sell existing positions to buy SpaceX, OpenAI and Anthropic.

Nvidia, Microsoft and Google could be the first to feel the pressure.

The S&P 500 has also resisted fast tracking these unprofitable giants into the index.

That means the rotation could hit existing index leaders even harder.

3. HISTORY IS REPEATING

At the peak of every major bubble, capital became concentrated in a small group of “can’t lose” companies.

→ The Roaring Twenties
→ The Nifty Fifty era
→ Japan’s 1980s bubble
→ The Dot-Com Bubble of 1999 to 2000

Today, tech concentration is once again near historical extremes.

4. THE REAL SELLING STARTS AFTER THE IPO

After an IPO, early investors finally get the chance to lock in profits.

Lockup expirations have historically increased selling pressure.

During the Dot Com crash, even the strongest companies got destroyed.

→ Amazon: 95% dump
→ Microsoft: 65% dump
→ Intel: 80% dump
→ Oracle: 80% dump
→ Yahoo: 97% dump

A great business does NOT protect investors from extreme overvaluation.

Massive listings at these valuations, while many AI companies are still deeply unprofitable, are a clear sign of market euphoria.

I’ve said this before.

And the cycle is still playing out exactly according to plan.

Turn notifications on.

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

[Kalshi @Kalshi]

JUST IN: AI stocks now represent 39% of the S&P 500

[Wimar.X @DefiWimar]

🚨THE BIGGEST IPO WARNING IN 100 YEARS

This pattern has NEVER failed.

1999 → Palm IPO
2007 → Blackstone IPO
2016 → Fitbit IPO
2026 → SpaceX IPO

Every major IPO arrived right before a major market correction.

Then the S&P 500 dumped HARD.

→ Palm IPO: 50.18% crash
→ Blackstone IPO: 56.60% crash
→ Fitbit IPO: 21.96% crash
→ SpaceX IPO: ***

SpaceX will be the final liquidity event before the AI bubble breaks.

Markets are NOT pricing this in yet.

[Kalshi @Kalshi]

JUST IN: Stock market reaches "most expensive" valuation ever — surpassing dot com bubble.

[Wimar.X @DefiWimar]

🚨 BREAKING

🇺🇸🇮🇷 US-IRAN PEACE DEAL IS OFFICIALLY COLLAPSING.

IRAN JUST ATTACKED SHIPS IN THE STRAIT OF HORMUZ WITH FOUR DRONES.

TRUMP CONFIRMED THE ATTACK AND CALLED IT A “VIOLATION OF THE CEASEFIRE.”

ODDS OF A PEACE DEAL ON PREDICTION MARKETS JUST DUMPED TO 13%

THIS IS EXTREMELY BAD FOR MARKETS...

[Wimar.X @DefiWimar]

🚨 BREAKING

🇮🇷 IRAN ATTACKED SHIPS IN THE STRAIT OF HORMUZ.

TRUMP JUST CALLED IT A “RECKLESS VIOLATION OF OUR CEASEFIRE AGREEMENT.”

INSIDERS NOW EXPECT THE US TO OFFICIALLY REJECT THE PEACE DEAL WITH IRAN.

THIS IS EXTREMELY BAD FOR MARKETS...

[Wimar.X @DefiWimar]

🚨 BREAKING

🇮🇷 IRAN ATTACKED SHIPS IN THE STRAIT OF HORMUZ.

TRUMP JUST CALLED IT A “RECKLESS VIOLATION OF OUR CEASEFIRE AGREEMENT.”

INSIDERS NOW EXPECT THE US TO OFFICIALLY REJECT THE PEACE DEAL WITH IRAN.

THIS IS EXTREMELY BAD FOR MARKETS...

[Wimar.X @DefiWimar]

🚨 BREAKING

🇺🇸 TRUMP WILL MAKE AN "URGENT" ANNOUNCEMENT TODAY AT 1:30 PM ET DURING THE POLICY CONFERENCE!

HE NEVER MAKES OFFICIAL ANNOUNCEMENTS UNLESS SOMETHING SERIOUS IS HAPPENING.

REPORTS EXPECT HIM TO ANNOUNCE STRIKES ON IRAN AFTER THE IRANIAN ATTACK ON A CARGO SHIP.

THIS IS EXTREMELY IMPORTANT FOR MARKETS...

[Wimar.X @DefiWimar]

🚨 BREAKING

🇦🇪 UAE JUST ISSUED EMERGENCY PHONE ALERTS OVER POTENTIAL MISSILE THREATS.

THIS COMES AFTER ISRAEL VIOLATED THE CEASEFIRE IN LEBANON.

THE REGION IS NOW ON HIGH ALERT.

THIS IS EXTREMELY BAD FOR MARKETS...

[Wimar.X @DefiWimar]

Bitcoin just broke the most important trendline in its history.

For 14 years, it survived Mt. Gox, COVID, and the FTX crash.

But now, it has finally failed.

THE BOTTOM IS ALMOST IN.

$BTC

[Kalshi @Kalshi]

BREAKING: Our traders forecast Bitcoin to reach a low of $45,000

[Wimar.X @DefiWimar]

🚨 BREAKING

🇺🇸 BLACKROCK JUST STARTED AGGRESSIVELY DUMPING BITCOIN RIGHT BEFORE THE TRUMP ANNOUNCEMENT!

THEY ARE SELLING MILLIONS IN bitcoin:native NONSTOP:

65 SELLS, $400 MILLION IN VOLUME.

SOMETHING EXTREMELY BAD IS COMING...

[Wimar.X @DefiWimar]

🚨 BREAKING

🇺🇸 TRUMP WILL MAKE AN "URGENT" ANNOUNCEMENT TODAY AT 1:30 PM ET DURING THE POLICY CONFERENCE!

HE NEVER MAKES OFFICIAL ANNOUNCEMENTS UNLESS SOMETHING SERIOUS IS HAPPENING.

REPORTS EXPECT HIM TO ANNOUNCE STRIKES ON IRAN AFTER THE IRANIAN ATTACK ON A CARGO SHIP.

THIS IS EXTREMELY IMPORTANT FOR MARKETS...

[Wimar.X @DefiWimar]

🚨 BREAKING

🇺🇸 TRUMP WILL MAKE AN "URGENT" ANNOUNCEMENT TODAY AT 1:30 PM ET DURING THE POLICY CONFERENCE!

HE NEVER MAKES OFFICIAL ANNOUNCEMENTS UNLESS SOMETHING SERIOUS IS HAPPENING.

REPORTS EXPECT HIM TO ANNOUNCE STRIKES ON IRAN AFTER THE IRANIAN ATTACK ON A CARGO SHIP.

THIS IS EXTREMELY IMPORTANT FOR MARKETS...

[Wimar.X @DefiWimar]

🚨WARNING: SOMETHING BAD IS COMING FOR SPACEX

Unlocks haven't started yet, but $SPCX is already down 30% from its ATH.

Here's the EXACT roadmap for the upcoming unlocks:

Aug 11 → $150 → $130 → $115
Sep 24 → $130 → $135 → $120
Oct 25 → $125 → $110 → $100
Nov 7 → $115 → $100 → $86

The real selling has not even started yet.

I've been reading this chart since day one.

Bookmark it to compare later.

Follow and turn notifications on.

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

[Kalshi @Kalshi]

JUST IN: SpaceX lost $1 trillion in market cap since last week

[Wimar.X @DefiWimar]

🚨 BREAKING

🇮🇷 IRAN JUST ATTACKED A SINGAPORE FLAGGED SHIP IN THE STRAIT OF HORMUZ, ACCORDING TO THE WSJ.

IRAN JUST LITERALLY REJECTED THE PEACE DEAL WITH THE U.S.

OIL IS ABOUT TO GET EXTREMELY VOLATILE.

THIS IS EXTREMELY BAD FOR MARKETS!

[Wimar.X @DefiWimar]

The most overvalued market in 100 years.

Retail is still buying like nothing is wrong.

But this pattern has NEVER failed.

100 out of 100 years showed the same thing:

The S&P 500 is already following it.

→ Dot-com bubble
→ AI bubble

And SpaceX is the final liquidity event before it all breaks.

Follow and turn notifications on.

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

[Wimar.X @DefiWimar]

EUROPE, READ THIS CAREFULLY!

MiCA is Europe's crypto standard now.

@okx is fully regulated under it and on-chain friendly.

Worth a look for your base layer.

[Wimar.X @DefiWimar]

🚨 BREAKING

🇺🇸 BLACKROCK JUST STARTED LIQUIDATING ITS BITCOIN HOLDINGS RIGHT BEFORE THE U.S. MARKET OPEN!

THEY DUMPED $200,000,000.00 IN JUST 30 MINUTES, AND SELLING EVEN MORE RIGHT NOW!

THIS IS EXTREMELY BAD FOR MARKETS...

[Wimar.X @DefiWimar]

🚨 BREAKING

🇺🇸 FED BALANCE SHEET DROPS TODAY AT 4:30 PM ET!

IF BALANCE > $6.74T → MARKET GOES PARABOLIC
IF BALANCE = $6.72T → MARKET STAYS FLAT
IF BALANCE < $6.70T → MARKET GETS REKT

PRAYING FOR OUR BAGS! 🙏