Džimijs II

I am back, hasta la vista

[ardizor 🧙‍♂️ @ardizor]

🚨 BREAKING:

🇺🇸 The U.S. Treasury is buying back $12.5 billion of its own debt today

A massive liquidity operation is hitting the market

This could be very bullish for risk assets

[Bull Theory @BullTheoryio]

MASSIVE PUMP ACROSS THE MARKETS

Over $1.45 trillion has been added to markets today.

Nasdaq: +1.43%
S&P 500: +1.05%
Dow: +1.20%
Gold: +2.25%
Silver: +2.53%
Bitcoin: +4.51%

Treasury yields are falling and rate hike expectations are dropping.

[Guntars Vītols @guntarsv]

Iespaidīgi. Zviedrijā pieteikumi uz jaunu kodolstaciju būvniecību 11GW.

[Jānis Pelcis 🇱🇻🇪🇺🇺🇦🇲🇩🇮🇱🇮🇷 @Janis_Pelcis]

Es joprojām ticu, ka Lemberga kabatas partijas ZZS sēdes sākas šādi. Tipisks Lemberga PSRS mentalitātes un manipulēšanas stilā ielikts vadonisma kults un tā kultivēšana. Viņa kabatas partija ZZS stāv samērā tālu no patiesas zemnieku būšanas vai zaļo kustības. #Vēlēšanas2026

[Džimijs II @digitalpastor77]

@Chapis Vienotība ar Kozlovski priekšgalā ir ilgstoši piesegusi gan nelegālo migrācijas biznesu, gan kontrabandu, gan citas lietas, kas notiek uz Austrumu robežas. Atnāca Dombrava un beidzot ieviesa kārtību uz robežas. Daudziem tas nepatīk, jo ir pazudis nelegālais rūpals!

[Taisnība @taisniba_com]

Rīgas pils iemītnieks ceriņu Edžus esot pamatīgā panikā par palikšanu krēslā uz otro termiņu. Cerībā saņemt vajadzīgās balsis Edžus esot pat devis stingrus solījumus vietējiem prokremliskajiem spēkiem, bet ar to var izrādīties par maz.

Runā, ka arī Krievijas dienestu aģents U. Pīlēns nav atmetis cerības kļūt par Valsts prezidentu. Ja "Apvienotajam sarakstam" labi veiksies vēlēšanās, Pīlēnam ir pat tīri augstas izredzes šo sapni piepildīt.

Tikmēr vēl vienai Kremļa aģentei - B. Bražei, nav pilnīgi nekādu cerību tikt kārotajā amatā.

Tā nu tas mūsu valstī ir. Dažādi Krievijas dienesti cīnās par to, lai viņu kandidāts kļūtu par Valsts prezidentu. Kā jūs par to jūtaties?

[MARMOT @Web3Marmot]

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

Read the post carefully before buying stocks.

Two AI giants are going public in the same year:

→ OpenAI ($1T+ target)
→ Anthropic ($2T+ target)

This isn't just news.

It's a multi-trillion-dollar liquidity trap that could break the S&P 500.

Here's how that domino effect plays out:

Right now, just 7 tech companies (Mag 7) make up over 34% of the entire index.

When these mega-IPOs launch, institutions will need massive cash to buy in.

They don't have it sitting in bank accounts.

They will be forced to sell what they already own: their massive, bloated positions in Nvidia, Microsoft, Google, and Amazon.

As they fall, the whole S&P 500 goes down with them.

And this is where the trap snaps:

S&P 500 rules require profitability for entry.

These AI giants aren't profitable yet, so they won't be added to the index for years.

The capital leaves the index and nothing comes back to replace it.

This triggers a chain reaction:

Extreme Concentration → Forced Rotation → Liquidity Shock → Bubble Pops

We've seen this before.

→ The Nifty Fifty, 1972
→ Japan's Asset Bubble, 1989
→ The Dot-Com Crash, 1999

The cycle is playing out in real-time

These mega-IPOs are not an opportunity for retail investors.

They are the ultimate exit liquidity for early insiders.

Don't say I didn't warn you.

Remember, I've called every major market turn for the last 10 years, including Bitcoin's crash from $111K in October and the SpaceX drop from $220.

I'll post the warning BEFORE the next leg down begins.

Stay close.

[Coin Bureau @coinbureau]

🔥BRUTAL: A Bitcoin treasury company backed by one of Trump's closest crypto allies has COLLAPSED 99% from its peak.

David Bailey raised roughly $760 MILLION for Nakamoto to accumulate Bitcoin.

Now the model has broken down.

$NAKA trades below the value of its Bitcoin holdings, making it much harder to issue shares to buy more BTC.

The company has since:
- Posted roughly $372M in losses in H1 2026
- Sold $20M of Bitcoin at a loss to fund operations
- Executed a 1-for-40 reverse stock split
- Shifted toward buying cash-generating businesses
- Prioritized buying back its own shares over buying more Bitcoin

Bailey summed up the problem himself:
“We bought Bitcoin at the top, and then Bitcoin performed very poorly.”

[Rekt Fencer @rektfencer]

🚨 THIS STOCKS PUMP LOOKS COMPLETELY FAKE.

THE FINAL BULL TRAP IS PLAYING OUT.

ONE LAST PUMP BEFORE EVERYTHING DUMPS.

THE BIG CRASH COMES NEXT.

[Bull Theory @BullTheoryio]

🚨 EUROPEAN COUNTRIES ARE HAVING THEIR OWN BOND CRISIS.

Germany's 10-year yield hit 3.38%, the highest since 2011.

France's 10-year yield hit its highest level since November 2008, nearly 18 years.

Italy's 10-year yield is at 4.246%, a near 3-year high.

Spain's 10-year yield is at 3.849%, its highest since November 2023.

The UK 10-year yield hit its highest level in 19 years, while the UK 30-year yield reached a 28-year high.

The trigger is the Iran war pushing oil higher, which pushed eurozone inflation to 3.3% in August, the highest since September 2023.

Traders now price an 80% chance of two ECB rate hikes by December, which means borrowing costs across Europe could keep climbing from here.

[Aralez 🐕 @0xAralez]

🚨 FINAL BITCOIN CRASH STARTS NEXT WEEK

Relief rally is already over and next dump will be massive

My plan is simple:

$77K → $57K → $45K (Bottom) → $58K → $87K

The final bottom will form in $42K-$48K zone in OCT-NOV

Right after that, accumulation begins + a massive rally toward $87K

Don’t get caught in the hype trap around bitcoin:native pump

IMPORTANT: I called $126K top and $98K → $60K & $83K → $57K market dumps

My next call will be the biggest one of this cycle

Turn notifs on so you don’t miss my next market call...

[Aralez 🐕 @0xAralez]

🚨 MY 2026-2027 bitcoin:native ROADMAP:

AUG → Euphoria
SEP → Fear takes over
OCT → Full capitulation
NOV → Cycle bottom prints
DEC → Whales start loading
JAN → New bull cycle ignites

Many traders think bitcoin:native cycle bottom is already in and rally will resume soon...

Yet every day, more factors are pointing to a dump below $50K

Next leg down could start anytime - don’t make same mistake as crowd

IMPORTANT:

- I called bitcoin:native $126K ATH before most saw it coming
- Flagged the $98K → $60K & $83K → $57K dumps before they hit

Still, most traders only find my analysis after move is already done...

Follow + turn notifs on - catch my next market call before it’s too late

[Watcher.Guru @WatcherGuru]

$1,000 invested 15 years ago today would be worth:

• Bitcoin: $8,970,000
• Nvidia: $735,000
• Tesla: $231,000
• Apple: $29,000
• S&P: $8,400
• Gold: $2,150

[Armands Broks @Broks]

Pēdējos divus mēnešus ir interesanti vērot, cik bieži Kulbergam tiek prasīts skaidrot, atbildēt, ierasties, pamatot un atskaitīties. To dara opozīcija, kas ir pašsaprotami, bet regulāri arī paša valdības koalīcijas partneri.
Tuvojoties vēlēšanām, šī taktika kļūst arvien izteiktāka. Acīmredzot aprēķins ir vienkāršs, jo vairāk premjeram būs jātaisnojas par problēmām, jo vairāk tas maksās viņa partijai vēlēšanās. Bet būs ļoti interesanti 4.oktobra rītā paskatīties, vai šis aprēķins bija pareizs.
Dažkārt, pārāk koncentrējas uz konkurenta vājināšanu, var panākt pretējo. Divus mēnešus atkārtojot cilvēkiem, ka tieši vienam cilvēkam jāatbild par gandrīz visu valstī notiekošo, var panākt, ka vēlētājs tieši viņu arī sāk uztvert kā cilvēku, kurš par valsti atbild. Īpaši situācijā, ja atstātais mantojums pirms tam ir bijis bēdīgs.
Redzēsim. Vēlēšanas šoreiz būs diezgan interesants eksperiments.

[Džimijs II @digitalpastor77]

@AlvisHermanis1 Vakar runāju ar vienu bāru īpašnieku, viņam pašam nākas strādāt pa naktīm kā bārmenim, jo Rīgā nav jauniešu, kas var savienot šo darbu ar studijām. Tāpēc nākas algot imigrantus no Indijas. Ja viņu nebūtu - nebūtu arī biznesa. Aizej uz Pigu, pastrādā virtuvē viņu vietā!

[Coin Bureau @coinbureau]

🩸 Nike can't stop the bleeding.

$NKE is down nearly 40% THIS YEAR and just hit its lowest price since 2014.

It reported $46.4 BILLION in revenue for fiscal 2026, a 2% decline.

Digital sales crashed 12%, China revenue collapsed 11%, and local brands like On and Hoka are taking over.

Profits dropped 35% last quarter, the CFO resigned, and CEO Elliott Hill admitted "the results aren't there yet."

Short interest has surged 11x since Hill took over, and JPMorgan downgraded it to Underweight.

The stock has lost 78% from its 2021 peak of $177.51, wiping out nearly $200 BILLION in shareholder wealth.

[The Kobeissi Letter @KobeissiLetter]

Japan's 10Y Bond Yield chart is something for the history books.

This is definitely not normal.

[Alvis Hermanis @AlvisHermanis1]

Viens no bijušajiem premjerministriem, kurš labi pazina veco Kulbergu un viņa ģimeni, man tikko stāstīja, ka jaunais Kulbergs savā mūžā diez vai kādu grāmatu ir izlasījis. Protams, garāžas priekšnieks teorētiski arī varētu vadīt valsti, bet mums šai kritiskajā brīdī vajag vadītājus, kuri izlēmīgi rīkojas pret:
1. imigrāciju
un
2.birokrātiju.
Bez raustīšanās. Kuri nav atkarīgi no vecās sistēmas, no visa tā politekonomiskā purva, kuru radīja Šķēles laikā un kas visu latviešu tautu tur joprojām par ķīlniekiem.

[JackTheRippler ©️ @RippleXrpie]

BREAKING: 🇷🇺 Russia has PASSED its own CRYPTO CLARITY ACT, which will come into effect TODAY.

The Digital Ruble has officially been launched for Russian citizens.

[NoLimit @NoLimitGains]

Most people have no idea what’s actually happening right now…

Japan’s 10 year yield broke 3% today. First time since 1996.

The US Treasury Secretary is the reason.

Bessent at the G20: “I have information that the market doesn’t have, and it’s my belief that the Japanese government and the BOJ will do the things that will lead to a stronger yen.”

Asked if he meant hikes, he said the market’s already pricing it.

BOJ meets September 17-18. Sources say they’re going, and considering moving faster than twice a year after that.

Japan has been the world’s cheap funding source for 20 years. Borrow yen at nothing, buy assets somewhere else.

Every hike makes that position more expensive to hold. And it doesn’t unwind in Tokyo, it unwinds in whatever got bought with the money.

August 2024 was the small version.

Warsh hinted at hikes here on Friday. The 30 year is at 5.29%. Now the US is pushing Japan to tighten too.

If you want to know where I’m deploying capital, turn notifications on. A lot of people will regret not doing it.