⚠️ Today banks borrowed more from Fed Repo than they lent via Reverse Repo for the first time since the pandemic
The excess liquidity well is officially dry 🪫
ABD BAŞKANI TRUMP
Putin’e “Ukrayna’ya birkaç bin Tomahawk vermeme itirazınız olur mu?” dedim.
Aynen böyle söyledim.
(Gülerek) Hoşuna gitmedi. Gerçekten hoşuna gitmedi.
Bazen biraz esprili olmak gerekir.
**Bitcoin**
How important is the 108k level ?
I asked Grok to explain it ...
It's the goddamn line in the sand, folks! Hold it, and crypto buys a few extra days of delusion before the whole scam house of cards implodes. Break it? Total apocalypse—your grandma's retirement
As U.S. stock investors brace for a replay of the 2008 financial crisis, with regional bank stocks tanking due to losses tied to loose lending standards and a weakening economy, the bigger risk is a dollar crisis that sends consumer prices and long-term interest rates soaring.
Moody’s says the private credit & banking systems are perfectly “sound.”
In 2007, right before the Great Recession, they also rated nearly 45,000 mortgage-related securities as triple-A. By 2010, 73% had been downgraded to junk. Oof!
They were wrong then. They’re wrong now.
THE UPCOMING MARKET CRASH
We have three things coming;
1. The crash of the stock market
2. The crash of the residential real estate market
3. The crash of the commercial real estate market.
Those big three things are going to basically crash the whole matrix.
$BTC $GBTC
I have been saying for months that this is the most underrated chart on X. The original Bitcoin ETF. Double bearish div into the top of this rising wedge. Clean as a whistle.
Gold is the biggest threat to Bitcoin. That's why the entire crypto industry is now attacking it. Bitcoin hype worked when gold spent over a decade consolidating its prior gains. But now that gold is surging, there is no longer a reason for anyone to buy Bitcoin instead.
Several weeks ago, Federal Reserve Chair Jerome Powell acknowledged that equity prices are “fairly highly valued.”
This choice of language is notable, as “fairly highly valued” may be interpreted by some as “the most overvalued ever.”
We are currently witnessing record equity