Umber❇️

Crypto

[Umber❇️ @Umberj57]

@jaymesrosenthal @Globalflows The macro goat🐐 @Globalflows

[Jaymes R. @jaymesrosenthal]

If you guys follow @Globalflows and have learned/benefited over the last year…

Repost this and comment so we can get more eyeballs on his work. Absolute chad who I’ll be supporting as long as I’m in the space.

He’s been Jon Snow’n against so many doomers the past 6 months and it’s proving that there’s more depth to this game of global capital than we all could possibly understand.

There’s levels to this ish

[Capital Flows @Globalflows]

People have no clue how positive Kevin Warsh is for everything in geopolitcs, markets, and the economy

[Jaymes R. @jaymesrosenthal]

Betting all the chips.

AI God Mode.

Bitcoin Catch Up Trade (MSTR even better)

Warsh sets the tone.

Bessent continue to Chad.

Rates globally chill a bit but long end stays elevated, bullish.

All of you never mention them again after you realize you’re rich.

On to your next narrative.

Wall of worry climbs.

Dollar weakens.

Iran war takes a backseat and ends abruptly.

All eyes on grandiose IPOs.

Elon trillionaire and you start seeing his golden fleet drive by your house with no drivers.

You’ll still f all this up at some point though.

Somehow Trump ratings will start to rise.

The midterms will be close but team red wins.

JD Vance will f the biggest couch cushions.

[Jaymes R. @jaymesrosenthal]

Price capitulation for $BTC already happened but time capitulation is the wost. 😮‍💨

[Jaymes R. @jaymesrosenthal]

The fear of the long end rising is exactly why we are going to go much much higher first.

But then… A brrrrr steepener will be the endgame crescendo once the real rates bottom much lower from here.

[Capital Flows @Globalflows]

The Credit Cycle Melt UP and Coming Crash 🧵

We have seen one of the greatest melt ups in US history since the 2022 lows, as we begin entering unknown territory of the highest valuations in human history

The melt up isn't driven by europhoria or sentiment, it is driven by liquidity and credit that is directly linked to the AI retooling occurring in the financial market and underlying economy

This thread is meant to be a complete breakdown of HOW to think about what is happening, and WHEN risks begin to build that will cause the next bear market 🧵

[Capital Flows @Globalflows]

1y real rates have fallen and now sit only 30bps from turning negative. The last time real rates turned negative like this was during the credit cycle melt up of 2021

This is one of the most important datapoints to show people who want to keep denying that markets cant go higher. I assure you, markets can go higher.

[Capital Flows @Globalflows]

Real rates and FX are driving the credit cycle right now

All of this connects to the Impossible Trinity

#impossibletrinity

[Jaymes R. @jaymesrosenthal]

How To Trade And Win Huge During This Coming Market Melt Up

[Mostafa @Mostafa_Trades]

$Aura top 10 on @phantom

[Mostafa @Mostafa_Trades]

Im hearing that @binance is about to list solana:DtR4D9FtVoTX2569gaL837ZgrB6wNjj6tkmnX9Rdk9B2 can anyone confirm?

[Binance @binance]

no word begins with A and ends with A

[Sebbz❇️ @sebaseviene_]

Feel it ❇️
@binance +10000
solana:DtR4D9FtVoTX2569gaL837ZgrB6wNjj6tkmnX9Rdk9B2

[chase @chasexbtt]

$aura probably the craziest chart on solana rn

[Sebbz❇️ @sebaseviene_]

Yes it does ❇️

[Sam. K ❇️ @SamandarKarim12]

$aura is about to giga send again.
@cryptonary 👀

[Jeremy @Jeremybtc]

They’re doing it again

[Capital Flows @Globalflows]

The bidding will continue until morale improves

None of this is going to end well but first we melt up MUCH HIGHER

I don’t make the rules

[Abror @abror_ta]

@binance @binance casually aura farming

+100,000 aura