D-Day is underway. Some would argue that what's happening right now is the most daring and ultimately successful operation in the history of military Alliances.
Note: the majority of troops are friends of the US from eight countries. Eisenhower has been told that three-quarters of the 23,400 airborne troops will be lost. He's hoping that the prediction will be wrong.
When AI agents have wallets, treasuries, and profit motives, the TAM of finance becomes infinite.
I sat down with @yoniassia of eToro to explore the future of finance, where AI doesnโt just assist investors, but trades, builds, learns, and forms capital on its own, reshaping global markets into 24/7 machine-driven systems. As ever, please enjoy!
Total Global Liquidity is rising
Global M2 is rising
US Total Liquidity is rising
US M2 is rising
China Total Liquidity is rising
ISM is rising
Try not to over think it.
I launched https://t.co/tNYOm7V5wD last night and already 130+ people have signed up including an OF model (lmao) and the CEO of an AI startup.
If your AI agent wants to rent a person to do an IRL task for them its as simple as one MCP call.
โก The people who move history rarely start with power.
They start from conviction.
They say:
โEven if no one sees me.
Even if it changes nothing.
I still will act.โ
Thatโs when the signal finds them.
Everyone is suddenly back to debating who to unfollow because this whole space has turned on itself yet again, so here is my takeโฆ
I usually stop following accounts that pump out views when everything is going up and then disappear the moment things turn down, right when the community needs them most.
Most step back because they do not want to be ridiculed. I get it. None of us do. But if you are in this game, it comes with the territory. You have to learn to take the hits...
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I have been doing this a long time. I have been more right than wrong over the years, but I have had my fair share of bad takes too. That is the nature of markets. They humble everyone. If you do not like these insights, unfollow. Simple.
What counts is having the courage to stand up, be brave, and be bold when others are fearful. That is how you actually show up for the community when it matters most.
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Right now, almost nobody wants to take a view. Everyone has their head buried in the sand and a bullish argument is the last thing anyone wants to hear.
When the market is falling like this it becomes almost impossible to separate signal from noise because every narrative is competing for emotional bandwidth. That is exactly why I am posting this. It is not a call and it is not an opinion. It is fact. Objective, not subjective, is what we need right now.
This market is oversold, but bottoms take time to form (chart 1).
When you look back at past oversold conditions, the path of least resistance has on average been higher following the last five times Bitcoinโs RSI dropped below 30 since this bull market began in Q4 2022 (chart 2).
Important note: If you believe the bull market is finished and we are entering twelve months of pain, these charts are not for you. Move along...