🚨Today's job report looks like we're in a recession.

*May Nonfarm Payrolls revised from 144.0K to 19.0K (-86% correction)
*June revised from 147K to 14K (-85% correction)
*July numbers missed estimates by 30% (70K from 106K).
*The 6m change in the unemployment rate, a leading recession indicator, is picking back up

[High inflation with a dovish Fed is ultra bullish. BTFD!]

Trump is following Turkey's lead. Erdogan sacked the Central Bank chief in 2021 and the head of the Statistics Agency in 2022. The lira has lost 94% of its value over the past 10 years (green line), and inflation is sky-high (dark line). [Bullish crypto, BTFD!]

🚨Michael Howell's CrossBorderCapital GLI index predicts liquidity momentum to start cooling off in Q1 2026. Contrary to M2, GLI is a measure of deployed liquidity in financial markets

🚨Public companies added over $2.5bn in Bitcoin to their treasuries last week. [BTFD!]

🚨The ISM report today highlights a slowing services sector, with growth momentum weakening amid strong inflationary pressures as the Prices Paid index hit 69.

[The Fed can't hike any time soon, the inflation hedge trade has never been stronger. BTFD!]

🚨Markets are pricing in a 88.2% chance of September cut

[September cut with high inflation means inflation hedges will fly. BTFD!]

🟢 Verb Technology ($VERB) announces $558M private placament to build its TON treasury [Let the rotation from stocks into crypto continue, BTFD!]

Bitcoin/Ethereum Spot ETF Flows: 5 August 2025

🔴Bitcoin ETFs: $196M net outflows

🟢Ethereum ETFs: $73.22M net inflows

[Let the rotation from BTC into alts continue. BTFD!]

🚨The stagflation narrative is now hitting the mainstream media. Stagflation (low growth, high inflation) is the textbook environment where liquidity flows info inflation hedges. Crypto is an inflation hedge. [BTFD before it's too late, alts will fly]

🚨Bloomberg Chief Economist: Job revisions were a black swan event with less than 0.2% chance of occurrence in the last 30 years. Numbers should get worse before getting better later this year. [The Fed will get more dovish before turning hawkish. Buy the crypto dip!]

🚨Bloomberg's Apollo: ISM Services Prices Paid for July shows that inflation pressures in the service sector are intensifying, pointing to upside risks to CPI inflation over the coming months. [We're still at the beggining of the inflation hedge trade, Buy The Crypto Dip before it's too late!]

🚨BTC.D excluding stables is continuing lower after a bearish retest of the ascending trendline in the weekly for the first time since 2022. [Alts are about to explode, BTFD before it's too late!]

🚨China instructs local brokers and other organizations to stop publishing research or hosting seminars promoting stablecoins, in a bid to rein in the asset class and prevent instability. [Looks like China found out about the stablecoin put. BTFD!]

🚨The US leading economic index is already under the Covid crash low level. [50bps cut at Sept meeting likely. Melt up has just begun, BTFD!]

🚨BofA August Forex survey:

🟢 LONG USD the highest conviction trade for 0%

🟢 SHORT USD the highest conviction trade for 48% of partecipants

You know a parabolic bull is ahead of us when nobody wants to hold world's safe haven currency. This extreme USD positioning is the definition of a late cycle risk on market. [BTFD, we're still early!]

🚨Morgan Stanley: We're bullish on a 6-12 month horizon.

*Tariff induced inflation should subside later this year paving the way to more cuts.

*Should CPI come in soft this week it should trigger a more durable rotation into small caps

[This late cycle bull will last for as long as the Fed doesn't hike, BTFD before it's too late!]

🚨JPM: We are tactically bullish.

*The key bull case risk is CPI printing hawkishly.

*While inflation is moving higher we have not yet seen evidence of an inflation shock.

*The market is likely to remain unbothered until we get to a level that would make a rate hike a credible threat. That levels may be closer to 4.0% for Core YoY (vs 3-3.1% forecast for July) unless the Fed views that as transitory as well.

[The Fed will only get more dovish from here and won't hike even with 4% core, which will probably get dismissed as transitory tariff inflation. BTFD before it's too late!]

Bitcoin/Ethereum Spot ETF Flows: 11 August 2025

🟢Bitcoin ETFs: $178.1M net outflows

🟢🟢Ethereum ETFs: $1.01B net inflows

[Btc.d has topped and the rotation is not even that slow anymore]

🚨State Street's proprietary Risk Appetite Index, which tracks big money flows into risk assets, ended July near record high at 53%. June–July have seen the highest readings since late 2020, just before the 2021 bull market took off.