Bitcoin followed Gold instead of the S&P on this latest tariff hike. Market is finally acting interested in a transnational immutable hard digital money. This is where you load up under $83,000

“We have actually received quite a number of approaches by a few governments and sovereign wealth funds on the establishment of their own crypto reserves.” Teng said [Binance] was helping a number of countries set up national strategic digital assets reserves.

There's the signal something bad is going on in the world. Would guess we'll hear the US just bombed Iran in a few minutes

There was some Pakistan/India UN security council meeting a few hours ago. Still seems unlikely to explain these violent gold/oil moves x.com/srdmk01/status…

China continues to buy gold even as it goes parabolic, added 2 tons to reserves in April (0.1% of total reserves). 15 tons total in 2025.

Thought about posting a moon landing video in the company slack, which usually marks the top. Not euphoric enough though. We're still in the heavy metal music phase of a bull. Moon is close though.

Our tweeted rotations lately have been comically bad, although directionally sound. Think it has to do with not adjusting properly to a new regime and looking at <5m charts.