Major thematic/sectoral tops often coincide with the awakening of another.

You have multiple ways to position yourself, not just shorting the most obvious play.

The market has many products, many themes and offers many opportunities, often countercyclical…

the portfolio i built for myself after mapping out the ai value chain in the essay below is up 10-25% today

it is your greatest advantage to deeply understand the generational capital rotation into physical infrastructure that powers intelligence

then…

@WClementeIII if btc isnt trading $250k by eoy ill swim through central park in a bikini

Just saw someone say this and had to verify myself — Gold has added about $1.75 trillion in market cap just today alone. The market cap of Bitcoin right now is $1.78 trillion.

The real rate of currency devaluation is more than triple or quadruple what is represented by dollar FX pairs

American stocks are 30% less valuable in the last month year if you denominate in gold. Foreign investors will pull back from American investing…

A Rabobank strategist just published the clearest framework for understanding Trumponomics I've seen.

The thesis: Trump is running Gorbachev's playbook, in reverse.

Here's what that means for bitcoin, stablecoins, and the future of money 🧵

bitcoin is supposed to be a debasement hedge but it is a digital asset first and foremost amidst a secular rotation from the world of bits into the world of atoms, something thiel has predicted for over a decade

Gold and Silver continue to move in lockstep with the thesis I laid out 2 weeks ago

The structural drivers remain in place
https://t.co/q2e0kN7kFf

Binance stole my life savings by manipulating time. Here is the undeniable video proof. 👇

CZ Cooked on CT: Delayed Anger, Ignited by Cathie Woods

This is the top rated post rn on @moltbook (facebook but for molt/clawdbots), and it has 125 comments in a single day.

Going through it now, will post the most interesting ones.

uh