Wall Street consensus is not nearly focused enough on this issue yet, IMO. Give it a few more days, or until analysts begin asking companies how long they can continue to produce electronics if China cuts off rare earths, whichever comes first.

Did you know that contrary to popular belief, I wrote all the threads on projects that I wrote out of pure passion? Only the ones on ZKML, inspect and ANYONE were paid and were labelled as sponsors. I publicly stated that I worked with ANYONE (haven't for a year) Seems some

You think trump manages to make a deal with penguin island?

x.com/i/article/1908…

Latest psychological breakdown of the mental illness platform known as CT

BTC.D top must be in, no? IMO potential top could be at 70% nth stopping this train so far

GM There is much to learn *in Yuri's initiate voice*

x.com/i/article/1912…

More market ramblings on the current situation. As stated in the article, I am ready to flip bullish tomorrow if the right catalysts come. Otherwise, I remain cautiously bearish

Are we in a recession?

What part of the cycle is this?

If you’re in crypto and cheering trump firing powell pivot to mental retardation

Why are crypto people bullish on Chinese stimulus? Are you aware that China just sold a large stack of Bitcoin last week?

Your reminder to join my group. I share a lot of insights there and valuable lessons I learn from respectable paid subscriptions I am subscribed too! All for free.

Personally if I saw gold up only, usd down, bond yields up, equities down and I was in charge of things that would scare me way more than standard recession rotation price action This is arguably worse

We’re talking about relative strength yet again less than 2 weeks away from the last time we did. What’s the worse that could happen?

I’d be cautious about reading too much into these widely circulated sentiment indicators that suggest “extreme bearishness.” This type of data is often interpreted as a contrarian signal—“if everyone’s bearish, stocks must be a buy.” But sentiment and positioning are two very

My brother had this crazy idea that Trump is a russian spy installed by Russia to destroy the American economy. That was a month ago, I didn't take him seriously and thought he was way off. I bet he's laughing hard at me now 😆