Crypto hunter Konstantin @krypto_mio - Twitter Profile

10 months ago

The AI narrative is dead. Quantum/Nuclear… forget about them. And crypto… oh boy crypto… sell, sell, sell. I mean after all, Dr. Burry is posting all kinds of screenshots of him channeled via Christian Bale. The rally must be over. Give me a break… Let me make this very simple. Take all your repo, SRF, SOFR mumbo jumbo and cut through the crap. We had a $198 billion-dollar fiscal SURPLUS in September. We should get the October number later today at 2pm via the Monthly Treasury Statement. We’ll see what that says, but one thing we do know about October, the government was shut down. This is an accounting identity: Fiscal Deficits = Private Sector Surpluses. We have had one of the driest periods for fiscal liquidity in months if not years. The fact that markets and BTC are still up where they are is incredible. The flood gates are now being opened. Post-Mamdani, the DJT admin is going to unleash a tsunami of fiscal largess in coming quarters. Mid-terms must be defended. The best signal for liquidity returning is BTC. BTC futures currently up over 1% today. It is leading the way. Next week or two could be choppy. But as liquidity comes in like a full-moon high tide, so shall price action move toward that self-evident space on every beach where the ocean forces its way onto the shore.