Baldwin (@baldwinh_77) 's Twitter Profile
Baldwin

@baldwinh_77

Just a Tradfi guy transitioning into digital assets | My tweets are not financial advice

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calendar_today21-10-2021 15:59:38

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The entire CT is calling for a Red September. But it seems to me that the market already front-run the dip in August. $BTC showed resilience at its 21wma.

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Disappointing Bitcoin cycle without peak euphoria, but it is what it is. Reckon the bear market began on 6oct, what follows is a year of bear market. 📉

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Once again, Bitcoin is leading ahead of all other risky assets. Hang Seng index already showing early sign of weakness. Japan long end bonds yields is climbing like no tomorrow. Just a matter of time for S&P500 and other major indexes to follow.

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The best we can currently do is to wait. The bloodbath will likely take a while, until Q3/Q4 this year, where a solid multi-year buying opportunity will re-appear.

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The Fed can’t cut rates due to $110 oil. 2Trillion Private Credit is f**ked, with Blackrock halted redemption. US printing billions to fuel the Iran war while its debt sits at 38Trillion. Energy crisis happening within Asia. What next?

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Imagine one is bullish when Oil sits at $110/barrel Deteriorating US job market Ongoing conflict between US-Iran JP Morgan marking down loans on Private Credit firms Fed can't cut rates People can't sell houses or refinance CRE delinquency ratio > 2008

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Yemen blocking red sea to disrupt the oil supply Russia stopping gas supply starting 1 April US to send ground troops to Iran Thoughts?