🚨The JOLTS (Job Openings) report came in soft, with 7.18M openings in July vs. 7.4M expected. The 2nd sub 7.2M print since 2020.
*Ratio of job openings to unemployed workers fell to 0.99, the least since Apr 2021. At its peak in January 2021 it was 2.
[September cut looks locked in, BTFD!]
*Ratio of job openings to unemployed workers fell to 0.99, the least since Apr 2021. At its peak in January 2021 it was 2.
[September cut looks locked in, BTFD!]
🍾5🗿3💯1😈1
Bitcoin/Ethereum Spot ETF Flows: 3 September 2025
🟢Bitcoin ETFs: $300.5M net inflows
🔴Ethereum ETFs: -$38.2M net outflows
[Buy the crypto dip!]
🟢Bitcoin ETFs: $300.5M net inflows
🔴Ethereum ETFs: -$38.2M net outflows
[Buy the crypto dip!]
🐳3
Bull Case
The Tariff/Trade War Bull Case 1. Global inflation⬆️=liquidity⬆️=Crypto⬆️ 2. CN¥ ⬇️=🇨🇳capital flight⬆️=stables/crypto⬆️ All you have to do is BTFD for the next 6 months. Don't let Trump's tariff ON/OFF zig zags bamboozle you.
🚨SCOTUS WILL SMACK DOWN TRUMP'S TARIFFS AND EVERYTHING WILL PUMP (exclusive analysis by @bullcase) In April, we stated tariffs would trigger the biggest bull market crypto has ever seen. In a series of posts, we explained tariffs would lead to global inflation and a rush back into USD through stablecoins.
The chart above shows that, from Liberation Day, yield curves have indeed been steepening around the world, confirming that inflation is spiralling out of control. Contrary to the rest of the world, the US long end has held up well until recently, when the MOVE index started rising.
As US long-term notes get cheaper, a counter rotation by big money from gold into USTs begins. This triggers a gold top, and frees up liquidity to cascade down the risk curve into crypto.
Trump's tariffs always rested on shaky legal ground. Yesterday, he asked SCOTUS to fast-track review of the ruling that struck them down. We believe SCOTUS will either decline to take the case or uphold the Federal Circuit's ruling.
The chart above shows that, from Liberation Day, yield curves have indeed been steepening around the world, confirming that inflation is spiralling out of control. Contrary to the rest of the world, the US long end has held up well until recently, when the MOVE index started rising.
As US long-term notes get cheaper, a counter rotation by big money from gold into USTs begins. This triggers a gold top, and frees up liquidity to cascade down the risk curve into crypto.
Trump's tariffs always rested on shaky legal ground. Yesterday, he asked SCOTUS to fast-track review of the ruling that struck them down. We believe SCOTUS will either decline to take the case or uphold the Federal Circuit's ruling.
🌚6❤1💯1
🚨Labor market growth slowed in August with US adding just 54,000 jobs (106k previous)
[Big hot money is selling gold for treasuries now, which they will flip to banks once Powell cuts rates in 2 weeks. Then all in Bitcoin. BTFD!]
[Big hot money is selling gold for treasuries now, which they will flip to banks once Powell cuts rates in 2 weeks. Then all in Bitcoin. BTFD!]
😈4🐳2
Bull Case
🚨In the week to August 27, WRESBAL went down by almost $100B from 3,317B to 3,224B [As real rates go down with inflation, WRESBAL's $3,3T starts flooding the markets. BTFD!]
🚨WRESBAL (the reserve balances of commercial banks held at the Fed) dropped another $43B this week, to $3,181B.
This brings total outflows from the Federal Reserve to $217B since July 16, when CPI came in hot and, as BofA noted, provided ample evidence that tariffs were being passed onto consumers.
These outflows are mainly because of inflation pushing real rates lower. When the Fed cuts rates in 2 weeks, that $3tn will get drained much faster.
[$3tn are about to flood markets, buy the crypto dip before everything blows up!]
This brings total outflows from the Federal Reserve to $217B since July 16, when CPI came in hot and, as BofA noted, provided ample evidence that tariffs were being passed onto consumers.
These outflows are mainly because of inflation pushing real rates lower. When the Fed cuts rates in 2 weeks, that $3tn will get drained much faster.
[$3tn are about to flood markets, buy the crypto dip before everything blows up!]
🍾4🤯1👌1🐳1
Bull Case
🚨Tether just minted $2 billion worth of USDT. [BTFD!]
🚨Circle and Tether have been the seventh largest buyers of US treasuries in 2025 YTD [The stablecoin put is here to stay, BTFD!]
🍾2🔥1
🚨WHY YOU AREN'T BULLISH ENOUGH (exclusive analysis by @bullcase) ICYMI: On Tuesday, the SEC and CFTC issued a joint statement clarifying that there is no legal barrier under current laws preventing traditional federally registered US exchanges from listing and facilitating the trading of certain spot crypto assets.
In other words, the SEC and CFTC are about to allow traditional stock markets (NYSE, Nasdaq, etc.) to list spot cryptocurrencies (not derivatives, but the actual coins themselves).
This would let people unfamiliar with complex crypto platforms and wallets buy crypto directly on a traditional trading platform, no longer only through an ETF.
Such move would balance the current dominance of financialized forms of crypto (derivatives and ETPs) in the markets. If realized, spot markets would once again carry weight in price formation, potentially enhancing the usual cyclical patterns that lately seem weakened. [The crypto landscape is about to change forever, BTFD before everything explodes!]
In other words, the SEC and CFTC are about to allow traditional stock markets (NYSE, Nasdaq, etc.) to list spot cryptocurrencies (not derivatives, but the actual coins themselves).
This would let people unfamiliar with complex crypto platforms and wallets buy crypto directly on a traditional trading platform, no longer only through an ETF.
Such move would balance the current dominance of financialized forms of crypto (derivatives and ETPs) in the markets. If realized, spot markets would once again carry weight in price formation, potentially enhancing the usual cyclical patterns that lately seem weakened. [The crypto landscape is about to change forever, BTFD before everything explodes!]
🤯3😈2😁1🍾1
Bull Case
🚨WHY YOU AREN'T BULLISH ENOUGH (exclusive analysis by @bullcase) ICYMI: On Tuesday, the SEC and CFTC issued a joint statement clarifying that there is no legal barrier under current laws preventing traditional federally registered US exchanges from listing…
🚨In a joint statement, the SEC & CFTC call for harmonizing U.S. market rules to end regulatory dead zones, bring crypto innovation back onshore, explore 24/7 markets, event & perpetual contracts, portfolio margining, and DeFi exemptions.
[Real spot, not ETP & derivatives, crypto markets are coming to Wall street. BTFD before everything blows up!]
[Real spot, not ETP & derivatives, crypto markets are coming to Wall street. BTFD before everything blows up!]
🤯3💯2🔥1🌚1
This media is not supported in your browser
VIEW IN TELEGRAM
🚨MIND THE ROTATION FROM ETH ETFS TO ETH TREASURIES (exclusive analysis by @bullcase)
ETH is a yield bearing asset and at some point companies realize that contrary to BTC, it’s much better to hold Eth directly and stake it instead of holding it through an ETF.
Eth ETF flows since Aug 28: -213,378 ETH
Eth Treasury flows since Aug 28: +268,853 ETH
The current dip in ETH is driven by this massive rotation happening from ETFs into treasuries.
The usual suspects in the mainstream media are trying to capitalize on this rotation by focusing on ETF outflows. This has benefited ETH treasuries, that have soaked up an extra 55,475 ETH in sell pressure.
Ignore the FUD and BTFD!
ETH is a yield bearing asset and at some point companies realize that contrary to BTC, it’s much better to hold Eth directly and stake it instead of holding it through an ETF.
Eth ETF flows since Aug 28: -213,378 ETH
Eth Treasury flows since Aug 28: +268,853 ETH
The current dip in ETH is driven by this massive rotation happening from ETFs into treasuries.
The usual suspects in the mainstream media are trying to capitalize on this rotation by focusing on ETF outflows. This has benefited ETH treasuries, that have soaked up an extra 55,475 ETH in sell pressure.
Ignore the FUD and BTFD!
🔥3🌚3😈2🐳1
Bull Case
🚨Chamath SPAC filed. It will invest in Defi, AI, energy, warfare. [We're officially back in 2021, BTFD!]
🚨Crypto asset manager CoinShares to go public in US via SPAC deal with Vine Hill Capital SPAC and Odysseus Holdings, valuing the firm at $1.2 billion.
*A $50M private placement is planned, with the deal expected to close by December 2025.
[Average SPAC IPO size in 2025 is $205M, the highest since 2021. In case anyone was worried about where risk appetite is at]
*A $50M private placement is planned, with the deal expected to close by December 2025.
[Average SPAC IPO size in 2025 is $205M, the highest since 2021. In case anyone was worried about where risk appetite is at]
🍾5💅1