📣 MARKET IMPACT China's Vice Premier He Lifeng: Trade discussions were constructive, and made substantive progress #bitcoin cryptocraft.com/news/1341356

Oh boy, and the #btc weekly MACD cross...😬

Long stocks, short bonds and short bonds outright vs cash.

Andy Constan Party on, Garth! This policy mix plus the blowout deficit plans is pretty stimulative ahead. The 90d timeframe further incentivizes pull forward of demand. And a lot of real money bearish likely to reinforce it and need to catch up. A lot like the Sept 24 dynamic I suspect,

BUDGET BLOWOUT? The initial Congressional budget plan puts US spending at an 8% deficit. So much for austerity or belt tightening. Everyone is solving for midterms. The political incentives for whomever is in power is spend, spend, spend and print, print, print. The ten

I will see a post saying “tag the best trading accounts” or “who caught this rally best? tag them below” I’ll think to myself: “lol, I didn’t even get tagged once?” anyone that’s been paying attention the past several months can attest, there are few better candidates than

The most important development.

Stocks > Bonds Cash > Bonds USD Down Gold Up The “Party On, Garth” trade

Considering the reasonable view two months ago was $2t doge cuts and austerity and now we’re looking at this coming through you kind of have to change your view completely. If you don’t it means you either misread things in February or Misreading things now. All we can do is

HH spending remains the primary driver of the US economy, and timely data shows it keeps on trucking even as wage growth softens. Keeping it going requires a continued push higher in asset prices, which is likely on track thanks to expansionary policy ahead. Thread.

Latest 'Capital Wars' Substack capitalwars.substack.com/p/are-bond-vig…

A bull market forgives bad entries and punishes impatience

Unfortunately $BTC usually fills these wicks and there are some retests lower. With that said, this is an abnormal liquidation event and we might not retest those lows, similar to March 2020. If we do grind down a bit (which I expect), assume alt prices also go another -20%+ imo

Bingoto yeah the thesis has been - macro growth scare/shutdown impact/monetary liquidity concerns in Q4 - same time as everyone selling cause 4 year cycle top - victory laps about 4 year cycle being right again - q4 dat unwind which has been ongoing, dont think they will be big sellers

x.com/i/article/2002…

Higher until 10k followers