People often think of the stock market as the heart of the economy. But in reality, the bond market is the foundation. If that cracks, everything built on top banks, pensions, credit, the dollar starts shaking too.

Lastly, it's interesting that leverage shorts on Ether are now at a record high, per ZeroHedge. We saw the same exact situation before the April 2025 bottom. Is a major crypto short squeeze set to begin? Follow us The Kobeissi Letter for real time analysis as this develops.

$0.12 million seems cheap for a whole bitcoin

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Think this is largely accurate. OG bitcoiners sold. Crypto natives rotated. Class of '21 and '24 chase endless memes. Meanwhile tradfi is buying all the Bitcoin. *from Udi Wertheimer new post

Here's a good one for you... *Vanguard*, via its funds, is now the single largest shareholder of Strategy. Still can't buy spot bitcoin ETFs on their brokerage platform. via Vildana Hajric

Many know of the "Curse of the New Headquarters** ", but have we ever seen a company build a $2.5B new HQ after having lost nearly $240B the prior 3 yrs? 🤔 ** A theory suggesting that companies often experience setbacks or decline after constructing a lavish new headquarters.

BREAKING: Kathryn Wylde of Partnership for New York City -- the city's largest biz lobby group--is refusing to release details about its planned meeting this week with socialist Dem Party mayoral nominee Zohran Kwame Mamdani, nor will she open it to the press. Her stated reason for the secrecy:

X won’t let me repost the below post without quoting it; that’s because they know it’s true. They also know they do masking is written in code, God‘s code. It’s prophetic and there’s nothing they can do to stop it.

Polymarket predicts a 95% probability the GENIUS act will pass. The GENIUS act will bring trillions of stablecoins to Ethereum - all the world's largest banks will use Ethereum. If GENIUS act passes ETH goes up. Ethereum = world ledger ETH = world reserve asset

Remember back in 2023 when the then-SEC chairman put "deal with it" meme sunglasses on his twitter photo? And then all the stuff he was doing basically got reversed or otherwise went nowhere? Wild times.

Talked about this with Magoo in spaces the other day. The boomers created the greatest government transfer program in history and a little over 10 years after they hit retirement, the program's finances flipped upside down. Rip 😅

Thus far, Vanguard has 'protected' its clients from 160% gains since the Bitcoin spot ETFs were announced last year.

The best perfect setup for the entire #Crypto market to go bull for 12-24 months is here. If there are any corrections on #Altcoins, I'd be happy to be buying them. The final easy cycle is about to happen.

This keeps growing in my mind: xAI = making the smartest AI software in the world TSLA = making the things AI will control IRL (from cars to robots to...anything) TSLA will now likely take a stake in xAI = full vertical integration Few companies can compete at this level

This is bananas I asked Grok to write me a country song about “dogs, beer & women” It produced lyrics in 3 seconds I then entered those lyrics into Suno, an AI song generator It created a song instantly -- and it's pretty good! Listen to it here: suno.com/s/EwNPk4WGi599…

ai can't replace pussy.

When inflation is really greedflation, & billionaires have convinced you that it’s not them it’s you, down is up, the sky is Green, & we hate each other instead of the people that we should be working together to fight back against. You’re not crazy. Life is harder than it has to

The Bitcoin OG with 80,009 $BTC($9.46B) seems to be selling $BTC! In the past hour, they transferred 9,000 $BTC($1.06B) to Galaxy Digital—likely preparing to sell through their services. intel.arkm.com/explorer/addre…

This Bitcoin OG with 80,009 $BTC($9.46B) transferred another 7,843 $BTC($927M) to #GalaxyDigital, for a total of 16,843 $BTC ($2B). Galaxy Digital is depositing $BTC to exchanges, and 2,000 $BTC($236M) has been directly deposited to #Bybit and #Binance. x.com/lookonchain/st…