Bull Case
🚨Morgan Stanley Research: Fed Funds currently 100bps behind the market, a spread that's widening. *The disconnect between weak labor data and Fed caution creates near-term volatility, but supports the bull case if they catch up Morgan Stanley Research confirming…
🚨Chicago Fed's Goolsbee says neutral rate is 100-125 bps below current rate
*Golsbee: Inflation target still 2%
[That's why gold keeps ripping, the Fed is on a dovish autopilot but can't afford to admit it. BTFD!]
*Golsbee: Inflation target still 2%
[That's why gold keeps ripping, the Fed is on a dovish autopilot but can't afford to admit it. BTFD!]
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🚨Bitwise CIO: The Bitcoin Treasury trend may be slowing, but more companies are eyeing 5–10% BTC allocations on their balance sheets.
[That’s Bitcoin penetrating corporate treasury assets as an inflation hedge. Every 1% allocation adds $20k to BTC's fair price!]
[That’s Bitcoin penetrating corporate treasury assets as an inflation hedge. Every 1% allocation adds $20k to BTC's fair price!]
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🚨New Calastone survey reveals imminent $235B liquidity big bang.
*Calastone: TradFi managers are accelerating fund tokenization, while DeFi platforms project a 50% surge in tokenized holdings to improve treasury management.
*Calastone: TradFi managers are accelerating fund tokenization, while DeFi platforms project a 50% surge in tokenized holdings to improve treasury management.
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Bull Case
🚨The gap between the S&P 500 and the weakening job market has widened significantly since the collapse of Silicon Valley Bank, when Powell still raised rates by 25bps. Today, that gap has reached an ATH. [This chart is the smoking gun that Powell's higher…
🚨Powell: downside risks to employment have risen, "one-time" price increases are likely over the next several quarters
[Powell will only get more dovish, BTFD before everything rips!]
[Powell will only get more dovish, BTFD before everything rips!]
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Bull Case
🚨Discretionary (independent) investor equity exposure ticked up this week but they are still stuck at neutral with plenty of room to catch up. Systematic strategy positioning ("Big Money") flipped discretionary investors in summer and has been rising ever…
🚨Crypto treasury companies (DATCOs) have now accumulated $105bn in assets, up from $60bn since June
[Same story as with stocks, insitutions have been accumulating while retail sits on the fence. BTFD before big money pumps their bags!]
[Same story as with stocks, insitutions have been accumulating while retail sits on the fence. BTFD before big money pumps their bags!]
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Bull Case
🚨Discretionary (independent) investor equity exposure ticked up this week but they are still stuck at neutral with plenty of room to catch up. Systematic strategy positioning ("Big Money") flipped discretionary investors in summer and has been rising ever…
🚨Goldman: Feels like sentiment will catch up rather than prices catching down. Sentiment vs stocks yet to inflect, stubborn bears remain.
[Hated rally, innit? BTFD!]
[Hated rally, innit? BTFD!]
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Bull Case
🚨Discretionary (independent) investor equity exposure ticked up this week but they are still stuck at neutral with plenty of room to catch up. Systematic strategy positioning ("Big Money") flipped discretionary investors in summer and has been rising ever…
🚨CRYPTO SENTIMENT NOW LOWEST SINCE APRIL 2025
[Institutions have been loading up all summer while retail has been FUD out. Show some conviction and BTFD before the most hated rally in the history of crypto begins!]
[Institutions have been loading up all summer while retail has been FUD out. Show some conviction and BTFD before the most hated rally in the history of crypto begins!]
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Bull Case
🚨CRYPTO SENTIMENT NOW LOWEST SINCE APRIL 2025 [Institutions have been loading up all summer while retail has been FUD out. Show some conviction and BTFD before the most hated rally in the history of crypto begins!]
🚨Public companies and ETFs have accumulated over 12M ETH (~$51B), equal to about 10% of the total supply.
[Load up spot before the most hated rally in the history of crypto begins!]
[Load up spot before the most hated rally in the history of crypto begins!]
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Bull Case
🚨The SEC has approved new generic listing standards for commodity based trust shares, paving the way for digital asset products to be listed without requiring case-by-case approval. [ETPalooza imminent, BTFD before big money floods in!]
🚨Hashdex’s Nasdaq ETF has been approved by the SEC under generic listing standards, to include altcoins beyond BTC and ETH such as XRP, SOL and XLM.
With the approval of generic listing standards the SEC rolled out the red carpet for big money to enter crypto. ETF approvals are now on autopilot.
[BTFD before everything rips!]
With the approval of generic listing standards the SEC rolled out the red carpet for big money to enter crypto. ETF approvals are now on autopilot.
[BTFD before everything rips!]
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