Bull Case
🚨GOLDMAN EXPECTS INFLATION TO KEEP RISING IN Q4 UNTIL JAN 2026 A 1% rise in PCE equals four 25 bps cuts, pushing real rates lower and accelerating WRESBAL outflows. With $3T still parked in WRESBAL this bull market has a lot of jet fuel in the tank. [BTFD…
🚨TRUMP'S TARIFFS STARTING TO SHOW UP IN CPI
[Translation: Trump's tariffs starting to push real rates down. BTFD!]
[Translation: Trump's tariffs starting to push real rates down. BTFD!]
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Bull Case
🚨2025 IS GOLD'S BEST YEAR SINCE 1979 [Because the inflation hedge trade is on steroids, BTFD before crypto catches up!]
🚨WHY ISN'T MY ALT PUMPING? (exclusive analysis by @bullcase)
We're inside a global inflation hedge trade on steroids. Remember how BTC pumped in Nigeria, Turkey and Venezuela because of excessive money printing? The same thing is happening today at a global scale!
The entire world is moving toward the Venezuela scenario. Gold is the confirmation signal.
Crypto is starting to catch up: BTC pumps first, majors follow suit, then liquidity trickles down smaller alts. You have to wait for liquidity to move down the risk curve.
Show some conviction and buy spot before everything moons. Longing the Ponzi is the only way to survive. BTFD!
We're inside a global inflation hedge trade on steroids. Remember how BTC pumped in Nigeria, Turkey and Venezuela because of excessive money printing? The same thing is happening today at a global scale!
The entire world is moving toward the Venezuela scenario. Gold is the confirmation signal.
Crypto is starting to catch up: BTC pumps first, majors follow suit, then liquidity trickles down smaller alts. You have to wait for liquidity to move down the risk curve.
Show some conviction and buy spot before everything moons. Longing the Ponzi is the only way to survive. BTFD!
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Bull Case
🚨DELINQUENCIES ON SUBPRIME AUTO LOANS HAVE RISEN FROM 2.24% TO 2.32% (EDGAR SEC FILINGS) [ABS delinquencies will force the Fed to cut moar, BTFD before everything goes full bullgazi!]
🚨US AUTO LOAN JUST HAD THEIR BIGGEST MONTHLY LOSS SINCE MARCH 2020
The Fed will cut again in October.
[BTFD before JPow turns on the money printer and everything rips! Don't be a rational trader or you will be boiled by all the bad news and capitulate right before the big move comes.]
The Fed will cut again in October.
[BTFD before JPow turns on the money printer and everything rips! Don't be a rational trader or you will be boiled by all the bad news and capitulate right before the big move comes.]
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🚨NEW FILING WITH 3X LEVERED ETFS FOR BITCOIN, ETHEREUM, SOLANA AND XRP FROM GRANITESHARES
[Bullish SIR.trading, just like leveraged ETFs but without volatility decay! BTFD!]
[Bullish SIR.trading, just like leveraged ETFs but without volatility decay! BTFD!]
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🚨BTC FACES ITS MOST IMPORTANT TEST IN 8 YEARS (exclusive analysis by @bullcase)
If BTC breaks above the 130k–145k level, it will break a long term upper trendline that has lasted for 8 years (black line). That would mean only one thing: BTC's cycle could extend until 2027.
This is inline with our base case that points to a prolonged, exhaustive bull.
Macro supports it: gold keeps making new highs, the Fed is projected to stay dovish and keep cutting, and global sovereign debt markets are tightening further. These dynamics fuel the inflation hedge trade, and show no signs of slowing anytime soon.
Sentiment supports it too: the final phase of a cycle can't be driven solely by institutional investors, as it is now. Retail participation is needed, and so far, they've remained on the sidelines.
This is why we think BTC will break above that black line soon and shift the entire crypto market 4 year cycle forward.
[BTFD before bears start chasing the pump and everything melts up!]
If BTC breaks above the 130k–145k level, it will break a long term upper trendline that has lasted for 8 years (black line). That would mean only one thing: BTC's cycle could extend until 2027.
This is inline with our base case that points to a prolonged, exhaustive bull.
Macro supports it: gold keeps making new highs, the Fed is projected to stay dovish and keep cutting, and global sovereign debt markets are tightening further. These dynamics fuel the inflation hedge trade, and show no signs of slowing anytime soon.
Sentiment supports it too: the final phase of a cycle can't be driven solely by institutional investors, as it is now. Retail participation is needed, and so far, they've remained on the sidelines.
This is why we think BTC will break above that black line soon and shift the entire crypto market 4 year cycle forward.
[BTFD before bears start chasing the pump and everything melts up!]
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Bull Case
🚨3-month correlation indicator, a measure of profit taking activity that shot up in March-April, seems set to break to new lows despite September's negative seasonality. [Nobody is selling. Load up or you gonna miss the biggest bull market in the history…
🚨The 3 month correlation indicator, a profit taking indicator, just made another low at 13.04.
[BTFD before the Fed sends everything!]
[BTFD before the Fed sends everything!]
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🚨BofA: Lovely bubbly ...Price action, valuation, concentration, speculation all frothy, and lead indicators of inflation inflecting higher, but every bubble in history popped by central bank tightening, and no central bank in the world has hiked rates in past 2 months.
[Translation: don't be a beartard calling tops, BTFD! Important caveat: this cycle the tightening will probably come from US tariff inflation phasing out, not CB tightening.]
[Translation: don't be a beartard calling tops, BTFD! Important caveat: this cycle the tightening will probably come from US tariff inflation phasing out, not CB tightening.]
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Forwarded from Maciej
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