Choose your RWA exposure wisely

I'd like to go on record and cancel this prediction and make a new one. I think Bitcoin will hit a new all-time high this year.

Me: Calls Trump win early 2024. Calls BTC 100k in summer 2024. Calls BTC correction to low 80s since late December 2024. Trolls with TDS: "You're retarded" BTC > 110k in 2025.

📣 Monetarium 2 Speaker Announcement: Quinn Thompson 📣 Quinn Thompson will be speaking on U.S. macroeconomic outlook and leading indicators to watch for the possible decline of the U.S. Dollar More info below ↓

I'm taking a Twitter detox/hiatus for an unknown period of time but will leave you all with this snippet from our recent report before I go 🧑‍🍳🤌😘 And tomorrow we're hosting our next Lekker Capital LP update call to help our investors get into position for a stress-free summer.

Surely the government wouldn't go after $V & $MA like they have with similar hideout safety stocks such as $UNH & $FICO to gut the middleman costs out of the system... Right?

Consider me a skeptic of charging a 2%+ take rate on remittances in a couple years with the way stablecoins are trending $RELY

. Full Port — Bulls, Bears, and Ballistic Missiles feat. Will, Quinn Thompson, & Andrew Stein x.com/i/broadcasts/1…

New episode is out now! Quinn Thompson Tyler Neville fejau We discuss: - The global fiscal supercycle - Geopolitical impact on markets - Unwinding of the U.S Dollar trade - Can A.I bail us out, CPI, jobless claims & more! Links Below ↓

Forward Guidance , live from #Monetarium2 Quinn Thompson fejau Joseph Wang

🎙️ NEW POD: The Fed Is Still Choosing to Be “Late” On Rate Cuts We Discuss: 🔶 Why Powell wants to be “late” 🔶 SLR tweaks and Treasury risk 🔶 Can the 30-year break 6%? 🔶 The coming Fed chair chaos 🔶 What fiscal dominance really means Joseph Wang Quinn Thompson fejau Links

🚀 ICYMI: All Roads Lead To Debasement We Discuss: 🔶 NFP & unemployment surprise 🔶 Impact of anti-immigration policy 🔶 What the BBB means for the deficit 🔶 Both political parties are terrible 🔶 EM-ification of the US & more! Timestamps: 00:00 Cold Open 04:00 Bullish NFP?

🏛️ Monetarium 2 👤 Quinn Thompson 🎙️ US Macroeconomic Outlook & Leading Indicators to Watch for the Possible Decline of the US Dollar ▶️ Full video From a Wile E. Coyote moment to financial repression: the macro indicators signaling dollar decline & what investors should watch ↓

Awesome way to finish the Week with a cool Forward Guidance panel! Thanks for having me guys 🥹🙏🌳

Forward Guidance Le Shrub🌳🔥🇺🇦 Tyler Neville Quinn Thompson fejau Got some good quips out of this one, amigos.

🏛️ Monetarium 2 👤 Quinn Thompson ▶️ US Macro Outlook and Leading Indicators to Watch for the Possible Decline of the Dollar From a Wile E. Coyote moment to financial repression: the macro indicators signaling dollar decline & what investors should watch ↓ youtube.com/watch?v=hPXbMi…

New episode is out now! fejau Tyler Neville Quinn Thompson We discuss: - The macro super bowl (FOMC, GDP, QRA etc) - AI capex is the economy - Are we in stagflation? - Will market euphoria fade in August? - Strategy's Q2 earnings & more! Timestamps: 00:00 Introduction

🚀 NEW ROUNDUP: The Financial Repression Endgame! We Discuss:      🔶 Stephen Miran’s Fed board nomination 🔶 The meltdown in CRE & public pensions 🔶 How to trade different tariff scenarios 🔶 The impact of the TGA rebuild 🔶 The economy’s slow-moving trainwreck

🚨NEW ROUNDUP: Markets Are Underestimating the Risk of 10–15% Correction! We Discuss: 🔶 Sticky services inflation in CPI & PPI 🔶 Why markets may be overdue for a correction 🔶 Trump’s Fed strategy and political calculus 🔶 Is the Dollar Milkshake still intact? 🔶 Automating

🚨NEW ROUNDUP: Will Powell’s Jackson Hole Speech Break Markets? We Discuss: 🔶 Jackson Hole & Powell’s legacy moment 🔶 Trump’s Fed takeover strategy 🔶 The outlook for bond yields 🔶 Foreigners retreating from Treasury auctions 🔶 Why inflation risk > recession risk