Dilen

☥

[Alpha_Ex_LLC @Alpha_Ex_LLC]

In his first press conference, Warsh invoked Druck's "the best economist I know is the stock market" ethos.
This is where I've connected with Kevin Warsh the most: on the damage done by the Fed's contamination of the critical information from market prices.
Warsh said this at the presser:
"Financial market prices are probably the most important source of information to guide central bankers. But when all the financial markets are doing is reflecting back what we’ve said, then we’re taking the most important source of information and we’re being blind to it."
He's been very consistent. Here's a snippet of the discussion I had with him at my MacroMinds conference in 2024.

[Flood @ThinkingUSD]

All this relentless bear posting, doom loop pontificating and SDS (Saylor Derangement Syndrome) always fails to examine the possibility that BTC will eventually go up in a straight line?

[Dilen @dilzzp]

truly the best times

we will be so back champs

⏳

[Flood @ThinkingUSD]

The early Anthropic employee with $100mm of M2M value will look at what to buy after and quickly realize snap bidding QQQ will not diversify them at all, the market is almost entirely comprised of AI related beta.

Bitcoin is the only true diversification.

[Flood @ThinkingUSD]

Buying Bitcoin today is front running the forced diversification of a completely AI saturated equity market.

With not one, not two, but three massive inclusion of 5 Trillion dollars of equity value into the index, diversification requires venturing out on the risk curve.

[Dilen @dilzzp]

@0nemorecomma the tourists have well and truly left the building

[Dilen @dilzzp]

@jords these are truly the best times when sentiment is this sour and all the tourists have left

[Dilen @dilzzp]

@jords lol

[Dilen @dilzzp]

@AlgodTrading comparison is the thief of joy

[Dilen @dilzzp]

@0nemorecomma gm sir

[Dilen @dilzzp]

so real

[jords @jords]

i remember during the bear market in '22-23 i was talking with @rainnen23 and asking him his thoughts about mid-IQ things like rate hikes and the US raising the debt ceiling and he just responded with 'i have no idea but my line looks good here'

there is an explanation-obsession with markets where everyone wants to be able to explain everything. i think it stems from influencers and streamers needing to product so much content, but there just isn't a need

why would i listen to somebody who doesn't know what they're talking about discussing something that i have no understanding of. monitoring the minute chart of your long term investments is pointless anyway

playing pretend like an authority figure in global market dynamics and oil disruption is retarded for ppl who spent the last 2 years trying to long fartcoin

in crypto 95% of the game is just waiting until it's obvious. drowning in the sea of ignorance is a waste of the batteries you need charged in order to capture the 5%

[Dilen @dilzzp]

beras very quiet on the timeline today…

[_Checkmate 🟠🔑⚡☢️🛢️ @_Checkmatey_]

Folks fantasize over buying the final wick of a bear.

What they should do, is DCA the bottom fifth of the market cycle. You're buying every time there is an 80%+ chance of it being the bottom.

Every Bitcoin price below $70k is/was that 'bottom-fifth' zone.

Keep it simple.

[Dilen @dilzzp]

*taps sign*

[Dilen @dilzzp]

never go full macro doomer

[Dilen @dilzzp]

@0nemorecomma damn, i sold at 62 and bought at 74

[Dilen @dilzzp]

never go full macro doomer

[Raoul Pal @RaoulGMI]

Too many people trade.

Too few people accumulate in a secular trend (especially through weakness) and allow it to compound.

There are very few rich traders but there are many, many rich people who owned assets for longer time horizons.

Zoom out. And don't fuck this up.

[Dilen @dilzzp]

geopolitical/war experts everywhere lol

[jords @jords]

don't forget to overthink the best case scenario too my bros

doomers never win, log off and thrive

[Dilen @dilzzp]

@LynAldenContact and topped the entire market at the end of 2021 🤣