Deepesh_Bashyal

Do the best you can until you know better. Then … when you know better, do better."

[Fabrizio Romano @FabrizioRomano]

❤️‍🩹 Cristiano Ronaldo: “We knew what does this date mean for us. We knew it”.

“We won for Diogo, for us, for Portugal”.

[Deepesh_Bashyal @iamdeepesh07]

@Ryker_Crypto Japan 1-2 Brazil

[Deepesh_Bashyal @iamdeepesh07]

@Real_Lucas55 Toni kroos

[Deepesh_Bashyal @iamdeepesh07]

@LifeOfBoch @grok @grok remove current portugal problem

[ICC @ICC]

A true legend of the game as Kane Williamson calls time on his illustrious international career 😍

More 👉 https://t.co/DzDMqhmGqK

[New Low Observer @NewLowObserver]

1846-1947 Boston: How is this sustainable?

2026 Boston: How is this sustainable? 😉

Boston Middle Income Group Rents and Rent Paying capacity

Note that the war years were the only period when middle income earners could afford rents of exiting housing properties.

[Viral Patel @viralpatel15]

The Redemption of Sanju Samson: More Than Just "Well Played"

I have a confession to make: I am a Sanju Samson critic. Not a hater, but a skeptic. Because of that, I couldn’t let the day end by simply saying, "Well played, Sanju." This innings deserves so much more than three words.

The Burden of Unfulfilled Talent
For years, Sanju Samson has been defined by a single word: Talent. Yet, he rarely delivered to the ceiling of that potential. We became accustomed to the cycle—glimpses of brilliance, sublime timing, and the ability to dispatch good deliveries for six, only to see him throw his wicket away after a breezy 20 or 30. His fans would shout from the rooftops, armed with statistics and highlight reels, but the reality remained: he underdelivered when it mattered most.
I’ve always been wary of cricketers who rely solely on pure timing or hand-eye coordination. As Rahul Dravid has often noted, we often mistake the ability to "hit the ball" for "talent." To succeed at the highest level, you need more than a good swing; you need grit, situational awareness, and the mental toughness to grind. Until today, those were the ingredients missing from Sanju’s recipe.

The "End of the Road" Stakes
To appreciate this innings, we have to understand the pressure cooker Sanju was stepping into. Had India lost today, they were out of the World Cup—and that likely would have signaled the end of Sanju’s international career.
The shadows behind him are long:
Ishan Kishan is in the form of his life.
Rishabh Pant is waiting in the wings for the next IPL to reclaim his throne.
KL Rahul has locked down the ODI spot.
Sanju knew this wasn’t just about extending his career by a few games; it was about legacy. He needed one "Master Innings" to define his time in the blue jersey.

A Technical and Mental Shift
Technically, something changed today. He started his innings by using his feet—a rarity for him. He stepped back to pierce the boundary and danced down to the spinners. In those moments, his feet were as active as his hands.
But the real story wasn't the footwork; it was the determination. As wickets tumbled at the other end, Sanju didn't panic. He understood that this was his last hurrah.
Dinesh Karthik noted a pivotal moment in the commentary: after reaching his 50, Sanju took a fresh guard. He treated the next two balls as if he were back on zero. He reset his ego and his heart rate. He was likely whispering a mantra to himself: "This is it. Make it count." He did more than make it count. He played an innings of immense substance—a knock characterized by the "grit" he was always accused of lacking. His sigh of relief at the winning run told the whole story; it was the sound of a man who had finally conquered his own reputation.

Finally, we have an innings from a gifted player that will be remembered for a lifetime.

Well played, Sanju Samson. You've earned this.

[EliZ @eliz883]

It's Monday, but apart from that nothing has changed. If you want to trade, do so, but with discipline and small sizes.

It's not yet time to push.

[Deepesh_Bashyal @iamdeepesh07]

@IncomeSharks @grok why $ROSE is up?

[Deepesh_Bashyal @iamdeepesh07]

@alifarhat79 My crytpo portfolio right now

[Brian Armstrong @brian_armstrong]

The Ethereum whitepaper was published 12 years ago today.

Ethereum changed the course of crypto by giving builders greater tools - including a Turing complete language!

Shoutout to @VitalikButerin, the Ethereum co-founders, and the entire Ethereum community. So many of the products responsible for where our industry is today wouldn’t have happened without your vision.

[Heisenberg ☢ @internetumpire]

Thank you for setting the standards so high that the team is still struggling to even understand what they need to look for to fill what you’ve left behind. Will always be the definition of what a player is meant to be in this beautiful sport. Happy Birthday to my Greatest 💛

[Deepesh_Bashyal @iamdeepesh07]

@midascabal @midascabal It’s important not to present stock suggestions in a misleading manner, as some individuals may act on them without proper research and risk losing their hard-earned money. Could you provide a fundamental justification for why $OPEN should trade higher?

[HedgeView @Hedgeview3]

This cycle is insanely hard to predict. One moment everything’s lining up perfectly, the next it’s flipped upside down by headlines, insiders, or politics. I’ve never seen a market this manipulated and reactive. Even clean breakouts can vanish in hours. Stay alert, stay hedged only discipline and risk management will save you this round.

[HedgeView @Hedgeview3]

“Markets hover near record highs on solid earnings and renewed China-trade optimism yet gold’s sharp drop and rising credit risks remind us the runway isn’t clear. Ride the wave, but respect the risk. #HedgeView”

[HedgeView @Hedgeview3]

Carvana’s current $85B valuation is pure market euphoria , it’s now worth more than BMW ($62B), Volkswagen ($60B), GM ($58B), and Ford ($49B) combined, despite selling only used cars to subprime buyers on 21% loans with no down payments. The company generated around $16B in revenue (up ~39% YoY) but netted only about $200–300M in profit, giving it razor-thin margins of just 2–3%. Compare that with Ford or GM, which produce millions of cars with real assets and consistent earnings ,it’s clear how inflated Carvana’s price has become.

Behind the flashy numbers, the model remains fragile average loan term 72 months, average FICO 580, and LTV near 100%, meaning zero buffer if used-car prices fall. With credit tightening and defaults creeping up, one shock could unravel the whole setup. This isn’t innovation; it’s leverage disguised as growth. My take it’s a ticking bubble likely to deflate back toward a $35–$40 share range, once liquidity cools and the market remembers what real value looks like.

[HedgeView @Hedgeview3]

If you:
• Buy on support
• Don’t chase green candles
• Stay patient with price action
• Understand the fundamentals
• Protect your portfolio from surprises

Then failure becomes almost impossible.

The market rewards discipline, not speed.
Everything here is within your control.

[HedgeView @Hedgeview3]

Too Big to Fail or Too Interconnected to Break?🤔

By Roshan Dhakal | HedgeView Macro Journal

⸻————————————————

There’s a saying in markets nothing is truly too big to fail. But when it comes to the United States, that line blurs. The U.S. isn’t just another economy; it’s the foundation that modern globalization was built on.

After World War II, America didn’t just rebuild itself it rebuilt the world. The dollar became the world’s reserve currency, U.S. Treasuries became the benchmark for safety, and global trade began to orbit around a single gravitational center: American stability. For decades, this system worked beautifully. Nations traded, invested, and prospered under the assumption that the system itself would never break.

That’s why “too big to fail” in this context isn’t just about size it’s about connection. The world is so deeply tied to the dollar that if the U.S. were to stumble, every other economy would feel the tremor. It’s very hard for the U.S. to truly fail, and the world wouldn’t want it to, because its fall would unravel the very fabric of global finance.

But as history reminds us, even the strongest systems bend under their own weight. Today, the U.S. carries $38 trillion in debt, rising political polarization, and a slow erosion of institutional trust. No nation has ever navigated this kind of leverage while being this globally intertwined. If confidence in the dollar or in U.S. leadership itself ever cracked, the response wouldn’t be rational. It would be human.

That’s what Keynes called animal spirits the unpredictable side of economics where emotion overrides logic. The top fraction might adapt, finding safety in hard assets or foreign exposure, but for the majority, chaos would follow. Jobs would vanish, savings would evaporate, and the basic rhythm of daily life would be disrupted. When money loses meaning, society loses balance.

And the danger doesn’t stop there. Mix economic stress with political division, and you get volatility we haven’t seen since the early 20th century. It’s not just about inflation or interest rates anymore it’s about social cohesion. When trust breaks at both the monetary and societal level, that’s when civilizations don’t just slow down ,they reset.

Yet even in that chaos, history offers hope. Every collapse has sparked reinvention. The Great Depression gave rise to Keynesian economics. The stagflation of the 1970s birthed monetarism. The 2008 financial crisis redefined monetary policy altogether. Maybe the next economic breakthrough the theory that reimagines money, trade, and trust is already being drafted somewhere at Harvard, LSE, or MIT by someone who sees what the rest of us don’t yet.

Because that’s the beauty of the human system we adapt. Empires fall, currencies shift, and economies reset, but innovation never stops. Humanity has a way of finding balance again, even after losing it.

So perhaps the U.S. isn’t “too big to fail.”
Maybe it’s simply too interconnected to collapse quietly.
If it ever falls, the world will fall with it and then, once again, rebuild from the ashes of its own creation.

[HedgeView @Hedgeview3]

🏛️ The Silent War: Gold, Dollar & Crypto — The Final Round
—By Roshan Dhakal | HedgeView Macro Analysis

***************************************************

“It’s not about crypto — it’s about control.”

For decades, gold and the U.S. dollar have been natural enemies.
Gold is truth tangible, limited, and eternal.
The dollar is trust printed, political, and powerful.

Every time gold rises, it whispers a message the system doesn’t want to hear: paper money is losing its soul.

***************************************************

Gold: The Ancient Truth

Gold doesn’t need marketing. It has survived wars, collapses, and empires.
That’s why the U.S. dollar fears it, because gold is the only mirror that reflects fiat’s weakness.

Meanwhile, China is quietly rewriting the script.
Month after month, the People’s Bank of China keeps adding gold to its reserves, now holding over 2,300 tonnes.
This isn’t random ,it’s strategy.

Every bar of gold they buy is one less dependence on the dollar.
Beijing knows the future is uncertain, but value backed by metal will always outlast value backed by promises.

***************************************************

Crypto: The Digital Defense or the Digital Trap?

Crypto was supposed to be freedom money without masters.
But now? The very powers it tried to escape are the ones pulling the strings.

If crypto is truly decentralized, why are governments and institutions rushing to regulate, own, and dominate it?
The same system that once called Bitcoin a fraud now builds its own Digital Dollar (CBDC).
That’s not innovation that’s transformation through control.

***************************************************

Bitcoin: Digital Gold or Digital Mirage?

The bull case:
Bitcoin’s limited supply makes it a modern store of value — borderless, transparent, and unseizable.
Hedge funds, corporations, and even countries are starting to hold it.

The bear case:
It’s still volatile, unregulated, and vulnerable to manipulation.
If liquidity dries up or regulation tightens, the same freedom narrative can quickly turn into fragility.

But one thing is undeniable ,Bitcoin changed how we look at money, technology, and trust.
It didn’t just introduce digital value; it unlocked the potential of blockchain — a transparent, borderless system that could reshape industries far beyond finance.

Still, Bitcoin is not everything.
It’s the spark not the entire fire. The revolution it started might evolve into something far bigger than itself.

So the question stands:
👉 Is Bitcoin the new gold… or the biggest psychological trade of our generation?

***************************************************

The Power Equation: East vs. West

The U.S. plays offense pushing digital currency dominance to extend its reach beyond the paper era.
China plays defense, accumulating gold and promoting the digital yuan to challenge the dollar’s monopoly.

This isn’t just an economic contest it’s a war for financial sovereignty.
Gold represents independence.
Crypto represents evolution.
The dollar represents control.

***************************************************

My Take – The HedgeView Perspective

Gold is the enemy of the dollar.
Crypto is the defense or maybe the distraction.
And the dollar? The empire fighting to survive one last digital round.

This decade will decide everything whether money remains power, or power finally returns to people.

***************************************************

“Money keeps changing its shape from paper to code but power never changes hands; it only hides behind new systems.”

***************************************************

💬 Closing Thought:
Bitcoin may not be the endgame, but it changed the game forever.

#HedgeView #MacroMind #GoldVsDollar #Bitcoin #Blockchain #DeDollarization #DigitalGold

[unseen1 @unseen1_unseen]

It's time for a gut check. It's been almost 9 months into Trump 2.0, and absolutely none of the doom, fear porn, or predicted horror shows of life under a Trump administration have come to pass. The doomers and panicans have been absolutely wrong on everything. Every. Single. Thing.

Let's name just a few areas where they have been wrong:

1. We aren't in a depression/recession
2. Shelves are not empty
3. Unemployment is not a major concern
4. The stock market did not crash
5. Interest rates are not going up
6. Egg prices are down
7. Gasoline is down, wholesale is at $1.82/gal
8. Oil isn't $100/brl. It's actually below $60/brl
9. The deficit isn't increasing. It actually decreased.
10. We aren't in WW3 or 4 or whatever crazy number they come up with next.
11. There is no major Middle East war with Iran.
12. Russian tanks are not rolling across Europe.
13. China has not invaded Taiwan.
14. North Korea is not at war with the South.
15. The southern border IS secured.
16. Canada and Mexico tariffs have not hurt the USA.
17. The lawfare has not stopped Trump's blitzkrieg.
18. The resistance is dead. It's dead, Jim
19. The opposition to Trump is decreasing, not increasing.
20. The world doesn't hate the US, nor are they laughing at the US 🇺🇸
21. The FED caved
22. The OBBB passed with much of the MAGA agenda codified.
23. The Senate did not stop Trump's appointments
24. Speaker Johnson was not some swamp creature.
25. Massie and Paul were clowns, not principled men.
26. Trump has not made himself king.
27. Trump's DOJ is arresting people in the conspiracy, but not arresting everyone who opposes him.
28. J6ERS WERE PARDONED
29. There has been no chaos in the WH or with staffing
30. The trucking industry hasn't imploded.
31. There are no massive concentration camps of millions of illegals.
32. Deportations have been mostly the worst of the worst.
33. Self deportations is a thing now.
34. Natural disasters have been handled well, and FEMA has been somewhat reformed.
35. Housing prices are coming down, not going up
36. Grocery prices are stable.
37. Inflation is controlled
38. Trump is getting results and not being stonewalled by the dead resistance. It's dead, Jim.
39. China's economy isn't swamping us in a trade war. They are actually in a deflationary event and hurting.
40. Nato is actually paying 5% and not broken up.
41. The EU caved on trade
42. I mean, should I go on?

At some point, any sane person should come to the conclusion after 9 months of failed doomerism that Trump isn't going to destroy the country. That orange man isn't bad enough to go to defcon 1 over and instead is a very active president who has the best interests of the country in mind. You can agree or disagree with those polices on what is best for America, but if you are sane and reasonable, you can not claim Trump is some existential threat to the country that must be stopped at all costs or opposed on everything just because he is the one that mentioned it. This reflex by the anti trumpers is getting old and tired and frankly, boring.

The TDS suffers among us have no factual ground to sustain themselves, and TDS has morphed into some weird irrational mental illness.