MakroBull

[MakroBull @duanescot]

@rektfencer You can do it!

[Rekt Fencer @rektfencer]

you kept asking so fuck it

$20 → $10,000 challenge starts again today

last one took 7 days

let's see how fast i can do it now

if you're in, like, rt, and drop a comment

invites dropping to followers only

[Julien Bittel, CFA @BittelJulien]

I posted this earlier in the week on @RealVision, but thought it was worth sharing here as well, just to give everyone something to think about.

If you step back and look at the data, something interesting is happening in markets right now…

When you line up liquidity with equities, you get this (chart 1).

And then compare that with the same liquidity measure versus Bitcoin (chart 2), a simple truth emerges:

Both cannot be right...

Either equities are fundamentally mispricing liquidity despite trading near record highs, or Bitcoin is correctly signaling that the liquidity cycle has already peaked and that risk assets are about to roll over. Only one of these outcomes can ultimately be correct.

Now let’s separate data from opinion for a moment...

The data is clear:

Global liquidity has not yet peaked.

Now to my subjective view…

I think Bitcoin remains the outlier here, and that the events around 10/10 temporarily distorted price discovery, for reasons I’ve discussed at length previously. 

Equities, credit, and broader risk assets are behaving exactly as you would expect in a rising liquidity regime. They’re hovering near all-time highs...

Bitcoin, by contrast, is pricing a liquidity peak that the data simply does not support at this stage.

At some point you have to step back and ask:

Is it more likely that one asset is right, or that every other BTC-correlated risk asset is wrong (chart 3)?

If you then layer in broader financial conditions, it stops being about opinion and becomes more about probabilities (chart 4).

What really stands out to me is the sheer magnitude of the “Excess Fear Gaps” that have opened up relative to the macro and liquidity fundamentals.

Right now, the weight of the evidence suggests liquidity is still rising and, in our view, will continue to rise, and that is what risk assets are reflecting.

That means Bitcoin is the anomaly.

What I’ve done here is present the data objectively and my view subjectively.

This is the battlefield for 2026.

The bull versus bear debate comes down to one thing and one thing only:

The direction of global liquidity...

[MakroBull @duanescot]

@jasonpizzino Exactly this.

[MakroBull @duanescot]

@MDXcrypto The White Cliffs of Dover

[MakroBull @duanescot]

@Morecryptoonl “Posts aren’t loading right now”

[More Crypto Online @Morecryptoonl]

Most altcoins are lottery tickets in disguise. Treat them as long-term investments and the market will cash your ticket at zero.

[MakroBull @duanescot]

@rektfencer ETH season. That means liquidity rotation.

[IncomeSharks @IncomeSharks]

My prediction is in 2026 we'll get another big stock dip that everyone will actually buy. Majority have missed like 5 dips but this one people will buy, heavily. This will be the dip that dips much more violently. People will give back 2025 profits. Bear market until midterms.

[lumberjack @lumberjack2243]

Time to kill that zeeero!!!

Hey @grok please choose a random winner who comments and retweets this post to win 100B $DINU if one zero is gone in the next 24h.

Thank you & goodluck all

[MakroBull @duanescot]

Let’s go!

[lumberjack @lumberjack2243]

Time to kill that zeeero!!!

Hey @grok please choose a random winner who comments and retweets this post to win 100B $DINU if one zero is gone in the next 24h.

Thank you & goodluck all

[MakroBull @duanescot]

Investing alpha.

[Raoul Pal @RaoulGMI]

Here's my recent talk at Sui Basecamp in Dubai—Enjoy!

00:00 - PALvatar introduces the episode
01:04 - Reframing the macro fear narrative
01:26 - The Everything Code and liquidity
01:51 - Debt cycles and macro structure
02:10 - Demographics, debt, and GDP
02:38 - Aging populations and GDP drag
03:00 - Liquidity as the real driver
03:25 - Fed balance sheet to total liquidity
03:50 - M2 and asset correlations
04:23 - Why the rich get richer
04:47 - Global tax via currency debasement
05:21 - Crypto as a generational opportunity
05:48 - Banana zones and BTC decoupling
06:13 - Bitcoin log regression and upside
06:37 - 850K $BTC and market cycles
06:56 - Debasement and asset returns
07:19 - Liquidity vs. traditional returns
07:48 - Why tech and crypto matter
08:10 - Bitcoin vs Nasdaq performance
08:38 - Crypto: best asset in history
09:03 - The "Don’t F*ck This Up" thesis
09:38 - Liquidity and the macro setup
09:58 - Volatility is the price for returns
10:31 - Tariffs, rates, and market lag
11:01 - Economic surprises and liquidity
11:37 - 2017 tariffs and liquidity boost
12:01 - Twitter narratives vs macro truth
12:24 - What assets lead market cycles
12:51 - Inventory buildup and Q1 GDP
13:12 - Philly Fed confirms thesis
13:31 - ISM and forward outlook
14:00 - #Bitcoin and DeMark analysis
14:21 - Trump cycle deja vu
14:38 - My Bitcoin trading mistake
14:57 - Dollar strength and the Trump pivot
15:16 - Why the dollar isn’t over
15:36 - A weak dollar lifts global growth
15:56 - The 2017 breakout comparison
16:18 - One of the best setups ever
16:40 - Global M2 and debt cycle
17:03 - Basel IV and monetary creation
17:25 - Liquidity cycles repeat
17:45 - Debt refi cycles and patterns
18:06 - Liquidity leads Bitcoin
18:29 - Banana Zone phases
18:50 - Global M2 vs BTC chart
19:09 - Breakouts and corrections
19:29 - The voodoo chart: M2 + BTC
19:50 - One-way street ahead
20:08 - China, the dollar, and liquidity
20:31 - Central banks printing
20:50 - Liquidity surge from all angles
21:14 - Correlation with BTC and Nasdaq
21:39 - The Everything Code plays out
22:03 - Business cycle and crypto
22:32 - Bitcoin and ISM outlook
22:54 - Bitcoin at 450K?
23:21 - Altseason and business cycle
23:48 - Earnings, spending, and risk
24:16 - Altcoins = risk curve
24:40 - ISM >50 = big signal
25:06 - Everyone's fearful at the bottom
25:35 - Bearish sentiment at extremes
26:03 - Institutions still not in
26:29 - Indicators signal reversals
26:56 - Bitcoin corrections are normal
27:18 - The 2017 rollercoaster
27:42 - Technicals: #Solana & $SUI
28:00 - @SuiNetwork charts breaking out
28:28 - Sui vs $SOL: faster horse
28:50 - $DEEP: top performer
29:16 - Ecosystem growth & excitement
29:45 - Market reacting to the vision
30:07 - Follow liquidity, not noise
30:27 - RSI and breakouts
30:47 - Liquidity patterns repeat
31:13 - We are in the Banana Zone
31:30 - No cycle top in sight
31:56 - This is just the beginning
32:19 - Banana Zone map
32:44 - Final advice: don’t mess this up
33:08 - Cycle could run into Q2 2026
33:39 - Stick to the program and DFTU

[MakroBull @duanescot]

"If you take out all of the negative numbers, GDP is up."

Donald Trump, May 2, 2025.

[𝕄𝕠𝕦𝕤𝕥𝕒𝕔ⓗ𝕖 🧲 @el_crypto_prof]

#Altcoins

The drops will be short, the upside potential huge.

We are heading for the last big wave of the bull market. It's going to be more extreme than anything we've seen since 2021 imo.

[MakroBull @duanescot]

Global liquidity leads Bitcoin price.

[Real Vision @RealVision]

Liquidity is the name of the game.

[MakroBull @duanescot]

“If you can’t think without AI, you can’t think with it either.”

[Mr. Anderson @Truecrypto]

Stop Outsourcing Your Brain to AI

If you can't think without AI, you can't think with it either

Lately, whenever I post something, I see people tagging Grok or asking an AI to explain or verify it. That’s a problem.

Here’s why:

You’re outsourcing your thinking.

You’re trusting a tool that’s trained to sound confident, not to be right.

You’re handing your judgment over to a system that will literally fake it when it doesn’t know.

LLMs are great assistants, not replacements for your brain.

They don’t “know” truth. They predict what sounds like truth.

And they’ll keep talking, even when they’re dead wrong.

Don’t lease out your thinking.

Question. Research. Learn.

Because if you can’t think critically without an AI… you never think critically with one.

[Massimo @Rainmaker1973]

Speed comparison GT3 vs F1

[MakroBull @duanescot]

Exactly correct. Self destructive.

[Mike Bird @Birdyword]

Regardless of what you made of Biden-era industrial policy, is an amazingly grim irony that US tariffs are being raised with the stated aim of reindustrialising America, ignoring an *actual generational boom in industrial investment* which the tariffs now pose a huge threat to.

[Lakshya Jain @lxeagle17]

Am I going to argue that a stock market crash is Actually Good? No, because I have a retirement portfolio (....had?) and have deep personal experience with how bad things can get in recessions.

But if you wanted to know whether anything could halt Trump, well...yeah, this is it.

[Draft Jon Stewart 2028 @Stewart_2028]

Watch Jon Stewart expose how F*CKED-UP our tax system is: