Dan

[Dan @illusionauti]

@StealthQE4 Liquidity in the system

[Dan @illusionauti]

@onechancefreedm

[Capital Flows @Globalflows]

bingo

[Dan @illusionauti]

@Pyro_clipz Write off plus content royalties, viral hate as marketing, plus pushing degen agenda. Strategic…

[Dan @illusionauti]

@WatcherGuru I bet this super-undercover CIA agent is relieved.

Mission accomplished. Let’s get this patriot home.

[Dan @illusionauti]

@realTimHack China is a net importer of oil and gas. Sustained energy price spikes directly affect their growth and add inflationary pressure.

What’s happening now is economic warfare strategy in play. This situation is bearish for China.

[Dan @illusionauti]

Adding more risk smh… haha

Tbf, I just think there’s a better way to trade gold exposure. But if the objective is to accumulate a lot of gold quickly then there’s a real advantage to using, what’s in effect, a 0% loan.

All assuming you pay off the principal before interest decimates you.

[Dan @illusionauti]

Buying above spot then selling below is already doing things backwards. Even if gold rips, you trigger a taxable event and are still selling below spot.

The profit margin is thin while paying a premium monthly (CC bill) and you risk APY escalation if you don’t unwind the trade before the 0% promotion ends.

I could go on but the downside risk is asymmetrical from my perspective.

[Capital Flows @Globalflows]

WHEN IS THE BIG SHORT IN BONDS? 🧵

Bessent knows exactly what will happen with oil prices and the path of it so sure he will use this to time buybacks to WAM targets

The thing is, oil is only one input into inflation. It is the most sensitive input, but it is only one.

Growth and government spending have been driving the long end and the marginal changes in oil are just amplifying or muffling the structural drivers.

When Trump finally crashes oil back down, it will cause a little rally in bonds but then thats when the big bond short will actually take place because everyone will realize how cooked the entire situation is. Bonds don't bid until AI crashes. TSMC is trying to moderate supply so that it can maintain the safety of Taiwan from a China invasion but even if they started flooding the market with more compute supply, the US can just start giving it to other countries. Every other country needs to adopt AI.

Interest rates are driving equities now and with the level of valuations we have right now, everything is coming back to rates and FX.

I will be sending out a report providing a comprehensive analysis of these flows AND models to map them here: https://t.co/rpJr1XL6FO

If this tweet gets 2k likes, i will make it free for everyone

[Dan @illusionauti]

That’s exactly how it happened.

One day (a few years ago) my YouTube algorithm was full of, what are now exposed, fraudulent trading gurus all claiming “ICT is the biggest fraud… His concepts don’t work… etc.”

Looking into those claims for myself I was confused by all the hate. Why hate on someone teaching for free?

Didn’t take long to understand that it was destroying their grift.

A humble thank you from me for sharing with the world.

[Krown @KrownCryptoCave]

q3 is up 34.5% with a month left. that number matters more than anything september does

when q3 closed green, q4 followed green 6 of 8 times with a median of +27.9%. the red q3 years never had that edge, q4 after them was closer to a coin flip

a green q3 has been the launch condition for the strongest stretch of the cycle. september is the toll booth on that road, not the destination

let the tourists trade the red month. position for the quarter

[Count Draghula @countdraghula]

A lot of people upset today about politics and the degradation of free markets. Let me assure you that it really doesn't matter who was in power, as this is inevitable.

When the US' largest economic competitor runs:
1. A closed capital account and managed currency
2. Endless debt growth that subsidises below market pricing
3. Intentional export growth and suppression of imports
4. Actively discouraging profit seeking and price discovery
5. A totally internalised government bond market

There is absolutely no chance a free and open economy can compete. It's just not possible. The pressure that economy places on capital allocation in the free economy will increasingly imbalance and force adaption to the same set of rules.

If you believe in capitalism and free markets, it's a fight that they are losing and as a result those ideals will need to be abandoned.

Like a subsidised new entrant to a market achieving a monopoly by just waiting out their competition, the only option for the US is to be hollowed out, or copy the new entrants tactics.

[Dan @illusionauti]

@aj_geo_analysis There’s more at play, especially with the recent move, but this is an accelerant.

[Dan @illusionauti]

@Globalflows

[Newsy @NewsyJohnson]

Bears are killing themselves and you're not bullish?

Newsy Johnson

[Dan @illusionauti]

@TMZ @coachgregadams

[Dan @illusionauti]

@Globalflows Any short term concern on JPY 10yr auction coming up given “historic” intervention levels on the FX side? Or will swingies get the rope?

[BILLIONAIRE COLLECTION ® @BillionMagazine]

Whilst the ZR1X is still destroying hypercars that cost on an order of magnitude more, Corvette is quietly working on new things that are even more menacing. Congratulations America. 🫡

[CoinMarketCap @CoinMarketCap]

LATEST: 📊 Hyperliquid spot ETFs pulled in $22.3M in net inflows in their first week of trading, often outpacing Ethereum ETFs.

[David Schamis @dschamis]

Hey @HyperliquidX community - let's make sure that @elonmusk and @SpaceX don't make the same mistake that @cerebras made in pricing their IPO.

HL provided price discovery that was very accurate.

Elon - @MorganStanley and the other banks will push back - they will have a long list of reasons as to why you need to price it well below the true market value - don't fall prey to this nonsense.

@HypeStrat @tradexyz $PURR