Bull Case
π¨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!]
π¨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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π¨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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π¨BTC FACES ITS MOST IMPORTANT TEST IN 8 YEARS (exclusive analysis by @bullcase)
If BTC breaks above the 130kβ145k 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 130kβ145k 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
π¨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 historyβ¦
π¨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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π¨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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π¨GOLD TO SILVER RATIO REACHING KEY SUPPORT
A bottom in GDS ratio would mark the top in the precious metals bull and the beginning of a the rotation from metals into crypto. Trillions are locked up in metals.
[BTFD before the final blowout phase of this bull sends all shitcoins to the moon!]
A bottom in GDS ratio would mark the top in the precious metals bull and the beginning of a the rotation from metals into crypto. Trillions are locked up in metals.
[BTFD before the final blowout phase of this bull sends all shitcoins to the moon!]
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Bull Case
π¨RETAIL BOUGHT OVER +$100B OF US STOCKS IN THE LAST MONTH, THE LARGEST 1M BUYING ON RECORD. That's right, contrary to popular belief, retail isn't broke. [BTFD before retail storms crypto!]
π¨HEDGE FUND BEARS ARE UNLOADING AT RECORD PACE, $2.1B A WEEK ON AVERAGE, THE BIGGEST DUMP SINCE 2008
Retail bought 10x that the past month. Guess what comes next? Hedge fund bears will start shorting.
[BTFD before retail starts bidding everything to liquidate the evil shorts!]
Retail bought 10x that the past month. Guess what comes next? Hedge fund bears will start shorting.
[BTFD before retail starts bidding everything to liquidate the evil shorts!]
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π¨WHY YOU SHOULD BTFD! (exclusive analysis by @bullcase)
This was a news driven dump, typical deleveraging before the next big move up. Markets don't top on news, but on Fed policy decisions that affect liquidity.
China will not reciprocate this time. With no escalation during the weekend, by Monday we will be back on mission moon.
Ignore the new Trump tariff FUD and BTFD spot.
This was a news driven dump, typical deleveraging before the next big move up. Markets don't top on news, but on Fed policy decisions that affect liquidity.
China will not reciprocate this time. With no escalation during the weekend, by Monday we will be back on mission moon.
Ignore the new Trump tariff FUD and BTFD spot.
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Forwarded from Codonyat (π¦^π©)
For the ETH bulls, an excellent chance to open an ETH long in SIR
https://app.sir.trading/?vault=2
https://app.sir.trading/?vault=2
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Bull Case
π¨WHY YOU SHOULD BTFD! (exclusive analysis by @bullcase) This was a news driven dump, typical deleveraging before the next big move up. Markets don't top on news, but on Fed policy decisions that affect liquidity. China will not reciprocate this time. Withβ¦
π¨FIRST CHINESE RESPONSE TO 100% US TARIFF THREAT IS IN AND IT'S DE-ESCALATORY (exclusive analysis by @bullcase)
The bullish bounce that will send everything ripping will come as soon as China signals its intention to de-escalate instead of going for tit-for-tat like in April.
Tariffs are inflationary, any April style trade war standoff would put Fed's plans to cut on hold.
The first de-escalatory comments on the US tariff threat came in Sunday morning, where the Chinese MOF Spokeperson said:
Obviously China doesn't intend to retaliate. BTFD before the market connects the dots and everything rips!
The bullish bounce that will send everything ripping will come as soon as China signals its intention to de-escalate instead of going for tit-for-tat like in April.
Tariffs are inflationary, any April style trade war standoff would put Fed's plans to cut on hold.
The first de-escalatory comments on the US tariff threat came in Sunday morning, where the Chinese MOF Spokeperson said:
China urges the U.S. to promptly correct its wrong actions and, guided by the important consensus reached between the two heads of state during their phone call, to safeguard the hard-won outcomes of previous consultations.
Obviously China doesn't intend to retaliate. BTFD before the market connects the dots and everything rips!
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Bull Case
π¨FIRST CHINESE RESPONSE TO 100% US TARIFF THREAT IS IN AND IT'S DE-ESCALATORY (exclusive analysis by @bullcase) The bullish bounce that will send everything ripping will come as soon as China signals its intention to de-escalate instead of going for tit-forβ¦
π¨ALL CRYPTO PUMPING AGAIN ON NEWS THAT IT WAS JUST A MISUNDERSTANDING, NO ESCALATION WITH CHINA.
[Send it!]
[Send it!]
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