Weaker dollar is part of the plan.

Guy with a 5 figure portfolio decides to short gold because it’s overbought on his templates TradingView RSI indicator while central banks market buy it everyday

Imagine getting run over on your US Assets and USD longs, and not even knowing who Klaus ™️ is 🥹

China trade war worsens... Chinese state backed pensions and pools of capital will will stop investing in US private equity firms $BX $CG $KKR $APO

S&P 500 2025 EPS estimates down to $261.39, with a 10% growth and PE of 20, stocks are still too expensive.

DCP Let me ask you one simple question, choose one answer. Do you think Jamie Damon has more to sell or do you think Warren Buffet is itching to buy?

They looked you in the face and said it was Main Street’s turn Then the The Treasury Secretary held a closed door meeting with Wall Street and said he “expected the situation to de-escalate” a day before Trump capitulated…for nothing in return

Chinese embassy just posted this...

The parallels b/w Trump & Nixon are striking => including PUTTING PRESSURE ON THE FED TO CUT RATES. This morning & earlier this week Trump highlighted Powell was making a mistake by not cutting rates & was a "loser". Mid week he partially backtracked saying he had no

Q2

Art.

The US economy is in the very early stages of a severe deceleration (and potential recession). This will start to matter in June, and start to show up in economic data published in July. Then things could get spooky by Q3/Q4. Trump can and will revert some of this. How much,

Asian countries are prime candidates for an FX accord: big trade surpluses, weak currencies, and depend on U.S. protection. Investors in those countries hold lots of USD assets and they may need to sell some just in case. It could become self-fulfilling. fedguy.com/too-many-dolla…

Bitcoin is $1k from an all-time high and the Google Trends chart looks like this.

the reason Bitcoin is so satisfying is because unlike most topics if someone disagrees with you you can come back to them five years later with incontrovertible proof not only that they were wrong but that their refusal to listen to you has cost them an ungodly amount of money

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beautiful btc pa as japanese bonds r imploding, us treasury auction had no demand, and house passes a tax bill that will increase debt by trillions. we r really going to 500k-1m arent we.

Passed Pawn's Perspective 1. Things have certainly changed since the Days of DOGE. Was it ever serious? I never thought so, but the intention might have been there. Regardless, let's just say the spending bill that passed the House doesn't change the fiscal direction. 2. To be

next 7 days: Monday May 26th - holiday (Memorial day) Friday (23rd May): - Last working day of the week, expecting crazy BTC ETF numbers (last 4 days did +2.5b), Saylor to ape too Saturday/Sunday & Monday (May 24-26th): - ETFs and Saylor cant buy, if BTC holds, expecting

Any form of sanctions, confiscation of assets, capital controls, and financial repression all strengthen BTC's narrative. All of these, once unthinkable, are secularly rising in frequency. These aren't headlines with an immediate impact, but they're compounding under the surface.