Every day Trump keeps the war going, he risks sending the world into hyperinflation. He obviously wants an out as the entire world is panicking, but even Trump did not expect this to play out the way it has
I truly believe we are close to a bottom, at least a temporary bottom, with ceasefire potential
This cannot drag on further.... another month of this and the damage to the global economy will be beyond repair
crypto is fucking useless
except when a war starts on a saturday and it's the only market on the planet where 8 billion people can hedge, trade, and move money
but yeah, it has no use case
As a beginner, you’re not starting at 0 and climbing to a 100. You’re starting at 0 and immediately getting dragged into the negatives. The first voices you encounter are influencers who either have no idea what they’re talking about, or worse, know exactly what they’re talking about and have calculated that bullshit gets more engagement.
By the time you notice this, you’re not at zero anymore. You’re at –30. You’ve absorbed frameworks that are actively wrong, intuitions that point backward, habits that cost money. The journey to 100 starts with unfucking yourself back to 0 first.
A quick note to those who turned our chart into a @binance-only story.
New listings performance in 2025 across exchanges.
Funny how the outrage stopped at Binance.
What about other exchanges - didn’t fit the narrative?
Trump has been very consistent
When the treasury secretary was headed between Bessent and Warsh it was even known at that time that Warsh wanted the Fed Chair role
That was effectively carved out for a year
Both times they deliberately created a sense it could be someone else but resolved the way expected
This means Warsh is very aligned to Trump policy thinking but he is not the pushover candidate - same as Bessent - aligned but conservative stewards who temper Trumps aggression
Warsh is very anti mismanagement and conservative on QE front limited to only major crisis
I think we will initially get cuts but not to the extent people forecast
This is not a qe infinity/rates to 0 fed chair it’s one that’s aligned ideologically of a lower base rate that’s a trusted advisor
Good chance that bets related to 0-1% interest rates get unwound within few months of his entering aswell as TDS people thinking fed independence is dead bets get unwound aswell - this is not pro the sovereign trade nor the debasement/inflation trade in itself
It also tempers the level of weakness one can expect from USD as the interest rate differential won’t be as big as market betters think against foreign currencies in forecast
As all candidates were at min aligned on rates structurally lower - this is priced in and honestly it’s neutral for bitcoin and potentially neutral to negative on gold as Warsh isn’t the “they are destroying independence” candidate which takes away from some of the fervour attachment that was along side the central bank buying
That’s to say while the main driver was expected to be fed this year I think it’s actually background noise to fiscal policy and mid term elections
This is the best time to be in Crypto since 2020. Certain sectors are about to experience exponential growth. Don't let the doomers stuck in vaporous altcoins tell you otherwise.
"Just DCA and hold long-term" worked when the asset class was being discovered.
Now you're competing with funds, algorithms, and literal scammers who treat your "conviction" as exit liquidity. Passive strategies require passive markets. Crypto isn't that. And holding isn't a strategy. It's the absence of one.