iginho

[Milk Road Stocks @MilkRoadStocks]

Everyone's screaming recession. Meanwhile:

S&P 500 at new all-time highs. Nasdaq ripping. Every single S&P sector is sitting above its 200-day moving average.

That's not crash behavior. That's bull market behavior.

The biggest investing mistake right now? Listening to headlines instead of watching price action.

FT @CalebFranzen

Tune in to know more

⏱ TIME POINTS ⏱
00:00 - Intro
01:29 - Are Markets Ignoring The Headlines?
03:54 - Tracking Real-Time Portfolio Alpha
04:03 - Why Are Markets Back At All-Time Highs?
06:44 - Earnings Growth Beyond The Mag 7
09:03 - Why Rising Unemployment Can Be Bullish
11:41 - Has AI Actually Boosted Productivity?
13:14 - Inflation Outlook: Oil, Energy & Market Risk
17:17 - Why Rising Money Supply Matters
19:56 - Deregulation & The Return Of Bank Lending
21:25 - Sponsor: Nexo
22:03 - How Much Higher Can This Bull Run Go?
25:35 - Why Overbought Markets Can Stay Bullish
26:48 - How To Allocate Capital Right Now
29:39 - Sell In May Or Keep Buying?
31:42 - Why Crypto Is Lagging Stocks
34:14 - Best Bitcoin Accumulation Zones
36:45 - Wrap-up

[Deezy (Nick Valdez) @NickValdez]

Rate cuts WILL affect your altcoin portfolio

But how?

Let's look at the previous 4 rate cuts impact on top alts, THEN let's see how long the "altseason" rallies usually last

THIS IS YOUR EXIT STRATEGY
w/ @discovercrypto

[Chainlink @chainlink]

⬡ Swift
8.4 billion messages across 11,500+ institutions

⬡ Mastercard
Over 3.5 billion cardholders worldwide

⬡ Euroclear
€40.7 trillion in assets under custody (AUC) across 1.7 million securities held

⬡ J.P. Morgan
$3.9 trillion in AUM across 100+ countries

⬡ Clearstream
300 thousand bonds, equities, and investment funds deposited

⬡ Franklin Templeton
$1.6 trillion in AUM

⬡ Fidelity International
$900.7 billion in AUM

⬡ Citi
$28 trillion in AUC/A

⬡ ANZ Bank
Over A$1.2 trillion in total assets

⬡ UBS Asset Management
Part of UBS, the largest private bank in the world managing over $6 trillion in invested assets

⬡ BNP Paribas
€602 billion in AUM and $15.4 trillion in AUC

⬡ Wellington Management
Over $1 trillion in client assets managed across more than 60 countries

⬡ SBI Digital Markets
Participant in the Monetary Authority of Singapore’s (MAS) Project Guardian

⬡ Vontobel
CHF 235.1 billion in AUM

⬡ Bancolombia Group
One of Latin America’s financial institutions with $72.8 billion in total assets

⬡ Westpac
Australia’s oldest bank, which has grown to over 12 million customers

⬡ Emirates NBD
One of the largest banks in the MENAT region with over AED 1 trillion in total assets

⬡ Banco Inter
37 million app users

⬡ Sygnum Bank
$4.5+ billion in assets under administration across 60 countries

⬡ Six Digital Exchange
World’s first fully regulated blockchain-based stock exchange

⬡ ADDX
SGD 2 billion in transactions for investors from over 50 countries

⬡ 21X
Europe’s first tokenized securities trading and settlement system

And many, many more.

Explore Chainlink’s major banking and capital announcements ↓
https://t.co/y7ynxWkIwb

[Willy Woo @willywoo]

What past scholars taught us about the properties of money are no longer relevant, they lived in a physical world. We live in the digital world.

Out of the 5 properties of money, only "acceptability" is relevant, the others are a given because money is digital.

[Jesse Peltan @JessePeltan]

China is winning the race to Type 1 Civilization and we're not even aware it's happening.

By 2030, China will have the manufacturing capacity to build an entire U.S. worth of generation from solar and storage alone - every single year.

The flow of energy is what drives physical change in the world. Control over that flow is power. Sunlight on Earth is 10,000x as powerful as all human energy sources combined.

This is the Space Race of the 21st century, and it has the potential to lift humanity into an unprecedented era of abundance, but it will dramatically shift the balance of power globally.

The West needs to wake up and realize that the construction of TW scale solar manufacturing and TWh scale battery manufacturing is not about climate change.

Sunlight is >99.9% of Earth's energy budget. The tools that harness the power of the Sun are the tools that unlock power at planetary scale.

This is not a race that we can afford to ignore.

[Joshua Jake @itzjoshuajake]

BREAKING: Bitcoin Strategic Bill Passes House Committee unanimously🇺🇸

Today remarks was a historical moment, and I am proud to have been a part of it with @samuelarmes and Florida.

Bitcoin is the PEOPLES currency.

[CJK @CJKonstantinos]

Is the GREAT REVISION finally here?

If we went back to the U.S. gov's more accurate 1982 CPI equation, instead of the modern day substitution based equation...

Interest rates would have to skyrocket to 10%+ for lenders to get a real positive rate of return ⚠️

Asset prices, which you'd think would fall bc of higher rates, would actually increase because the FED would be forced to do 🖨💵♾️ Yield Curve Control to keep interest rates low

Too high of rates destroys the value of the debt collateral underwriting the whole system, it'd wipe out TENS OF TRILLIONS+ of value ☠️

People would be forced to spend & invest to "save in assets" in place of holding a highly inflationary fiat dollar debt derivative with negative real rates of return.

This is all masked by a manipulated CPI, which is an important KPI.

Without an accurate CPI, marketplace incentives derived from positive vs negative rates of return are unclear.

Participants are confused and businesses lack ability to LT plan.

CPI isn't just about price increases, it's also about the GDP deflator 👀

When you understate inflation, you overstate GDP ⚠️

What is supposed to remove price increases from nominal GDP to get real GDP ends up adding prices as a source of false economic stregnth/growth.

We've been in a recession and we are quickly heading towards worse (see quote tweet below 👀👇)

Trump has pointed out a lot of "fake news" and shed light on many things that cantillionaires have tried to keep hidden from the masses.

I wonder if he will ever reveal the flaws in economic data that make it more fake than the fake news ⚠️

If not, why not? What's the goal?

IMHO the "system" is the most vulnerable its ever been.

No better place to be than outside of the system.

That's why I Bitcoin.

I can be my own bank, built on top of proof of work equity, safely securing the fruits of my labor.

Otherwise, you've placed the security of all your time and energy on a weak foundation of proof of promise debt derivaitves, one big broken promise collapses the foundation like a house of cards.

Stay safe out there.

Stacks Sats & HODL 💪

[iginho @iginho333]

@rektfencer 4jGnYurGsGGUT8m8BeW6LTgavCNvKLLXtHfngap44UzH

[iginho @iginho333]

@rektfencer Lets go

[Rekt Fencer @rektfencer]

It’s time.

$10 to $10,000 starts NOW

Every call. Every play. All LIVE

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

Invites dropping to followers only

[Miles Deutscher @milesdeutscher]

Everyone speaks about how to make money in a bull run, but I think an equally valid discussion is how to successfully exit.

I've thought a lot about this and I have a rough plan.

1. DCA out progressively as prices climb (I won't time the top but I'm ok with that). I've already started shifting money out of crypto slowly (I'm still trying to maintain adequate exposure as I still have a bullish disposition heading into 2025, but I've taken out enough not to need to worry about financial security in the event of a black swan).

2. When a big collapse does come, and this may not be until the end of 2025/2026 (who knows, that's why you ladder out progressively), I'll have parked capital in "safe assets" with the goal of a) capital preservation, and b) income production. This will be a mix of:

• US treasuries (basically cash but with higher yield to cover inflation). Probably some other currencies too just to hedge FX.
• Gold (historically it holds up much better during times of uncertainty than #Bitcoin).
• Real estate (this will also drop in a market collapse, but no where near as violently as equities and its income producing - but it's better to do this sooner as R/R will get worse as the economic cycle progresses, as real estate prices typically lag more liquid assets).

3 (this is the most lucrative step). Buy back a ton of $BTC and equities during the inevitable market collapse (potentially 2026-2027). Also invest in new startups (many of which will likely be in web3) during this period when valuations are low, with an AI focus (that's the first bubble that will probably pop in a market crash but still offers immense long term upside).

The ultimate goal is to have firepower during an economic collapse, that's how you significantly speed up long term wealth creation. It's also impossible to time, so taking an extremely macro lens when making these decisions is needed.

I'd also love to hear your plans too (including all the giga brains out there), as I'm always open to optimising my strategy).

[Caleb Franzen @CalebFranzen]

$125k is bearish.

RT if you agree.

[iginho @iginho333]

@rektfencer Thank you sir

[Rekt Fencer @rektfencer]

Binance insiders made millions on $ACT, $PNUT, $HIPPO

Front-ran the listings. Dumped on the news

I tracked their wallets. Found what they’re buying now

Looks like it's the next Binance listing

Dropping it to a few who like, rt, and comment here

Must follow so I can send u DM

[Crypto Feras @CryptoFeras]

#Bitcoin
One of the best explanations I have ever seen.

[Joshua Jake @itzjoshuajake]

How Bitcoin will hit $1,000,000

60-second introduction to the #bitcoin power law and time contours via @apsk32

Insane presentation👇👇👇

[Luke Belmar 👽 @lukebelmar]

Fear does not prevent death.

It prevents life. I wish you understood this.

[iginho @iginho333]

@RunesMaxis @MarkYusko #RUNES

[Leonidas 🧡 $DOG @LeonidasNFT]

REPOST IF YOU BELIEVE THE LARGEST MEMECOIN IN THE WORLD SHOULD LIVE ON THE LARGEST BLOCKCHAIN IN THE WORLD

₿ 🤝 ᛤ

[iginho @iginho333]

@tomoon123 @LeonidasNFT @JoinEveryworld ᛤ