Just Some Dude

Understanding Financial Markets | Global Macro | & #Bitcoin

[Rony @Ronycoder]

Bill Ackman literally gave a 44-minute masterclass that explains money better than any business school.

[Merlijn The Trader @MerlijnTrader]

🇺🇸 CONGRESS BANNED STABLECOIN YIELD.

BLACKROCK JUST BUILT THE WAY AROUND IT ON ETHEREUM.

The GENIUS Act says a stablecoin issuer can't pay you interest.

So BlackRock isn't issuing a stablecoin. It's issuing money market fund shares that live on Ethereum.

Same Treasuries, same yield, different legal wrapper.

Two of them: BRSRV, a new reserve fund for issuers.
BSTBL, an onchain share class on a $6B Treasury fund that already exists.

Minimum ticket: $3 million. This was never built for you.

The pattern: $ETH hosts 65% of all tokenized assets. RWA market doubled in a year. BlackRock onchain today: $2.93B.

My take: ETH is my conviction play this bull run.

Retail argues about the ban. The $1 trillion cash desk already routed around it.

Reposts can have the old news.

[Tony Research @TonyResearch_]

MARK MY WORDS

$ETH will first reach 2,000

Then we’ll see the final drop

Here’s my plan:
1. Correction into the 1,800 zone (DONE) ✅
2. Then a rally to 2,000
3. When $BTC reaches 70k, $ETH will likely move into the 2,200 zone
4. 7–10 days of distribution
5. Final bottom zone for $ETH: 1,260–890 (DCA)
6. Then the start of a new bull cycle, with a target of 7k

$BTC hasn’t reached 70k yet, so #ETH still has room to grow!

At the moment, if we follow Fibonacci, the 0.618 target is 2k+

Right now, it depends heavily on #BTC!

And don’t forget there was a lot of negativity around Ethereum - that was done to disillusion the crowd

Whales will start pumping positivity around $ETH when the price sets a new ATH

As a reminder, I warned about the bull trap at 82k and the summer drop

MY NEXT CALL WILL BE THE BIGGEST ONE OF THIS CYCLE

TURN ON NOTIFICATIONS. MOST PEOPLE WILL FOLLOW ME TOO LATE

[Paul Graham @paulg]

No matter which party is power, they can't stop spending.

[Kurt Supe, CPA & Retirement Planner @KurtSupeCPA]

TRUMP ACCOUNTS AREN'T WHAT YOU THINK. 5 THINGS ALMOST NO ONE KNOWS.

Over 6 million are open and most people have no idea how they actually work. 🧵👇

1. Your kid or grandkid can now obtain a Roth IRA with no job

[Miles Deutscher @milesdeutscher]

This is pure gold.

Marc Andreessen's custom system prompt that makes any LLM 10x smarter.

You'll want to save this:

[JTheretohelp1 @JTheretohelp1]

Call/Put ratio

Nothing to see here….

Look away

[Alex Mason 👁△ @AlexMasonCrypto]

Everything is going according to the plan.

Nothing here is random.

Bitcoin cycle bottom will look exactly like this.

Remember, I was the only one publicly calling the exact bottom at $16,000 three years ago and the top at $126,000 in October.

If you missed those calls, don’t worry. I’ll call the next one too.

Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

[ThiccTeddy @ThiccTeddy]

FOUR OF THE BEST SCREENERS IN THE WORLD🌎🌎

1) 200sma
2) Double Bottom/Top
3) News
4) Buy Ugly

USE THESE TO FIND STOCKS TO TRADE📈📉

[Lance Roberts @LanceRoberts]

Just remember...it is FAR BETTER to MISS the 10-WORST DAYS in the market than worrying about the 10-BEST DAYS.

[David Levenson. I am increasing low beta leverage. @PolarityRadio]

@davevermilion My favorite data point.

The mutual funds industry’s worst nightmare would be for investors to learn that buy and hold costs more than 50% of total return.

[Sunil Gurjar, CFTe @sunilgurjar01]

Periods when to Make Money!📊👇

#trading

[Barchart @Barchart]

U.S. Treasury just bought back $2.5 Billion of their own debt 🚨🚨

[Barchart @Barchart]

Countries With Highest Debt Burden 🚨🚨

[Carlo⚖️ @CarloDAngelo]

When consumers wake up to the reality that they can make their wallet their bank, the big banks are f_cked.

I literally wrote the book on how to Make Your Wallet Your Bank and its available now as a free download. The book covers the full tech-stack pipeline: how the banking extraction model actually works, how stablecoins and Bitcoin offer a structural alternative, and every trade-off you need to understand before making a move.

[Download the free guide →]
https://t.co/UORXXqeHzr

[The All-In Podcast @theallinpod]

ALL-IN INTERVIEW 🚨

Ray Dalio joins David Friedberg for another classic 🔥

-- The cycle that destroyed Rome
-- Why DOGE failed
-- Gold vs. Bitcoin
-- What economists got wrong about tariffs
-- The forces that will decide America's future

(0:00) Friedberg Introduces Ray Dalio

(1:29) Five Forces That Will Decide America’s Future

(7:26) Why Government Reform Is Nearly Impossible

(11:19) Gold vs. Bitcoin

(28:16) What Economists Got Wrong About Tariffs

(41:11) Is America Heading For Collapse?

@RayDalio @friedberg

[Charlie Bilello @charliebilello]

The sector rotation so far this year has been absolutely stunning...

Video: https://t.co/VjMx0vXyKp

[The Market Mind @Market_Mind_]

Silver Price 100 Years

[Darth Powell @VladTheInflator]

Buy a house

or

rent + investing

Who wins?