Rundown on markets
- More home sellers than buyers
- Inflation all time high
- Salary x home prices sky high
- Credit short term debt all time high
- Interest rates high so lenders cant even give a mortgage
- Stocks ATH people scared going all in
Only asset not up is
Crypto - Still an opening for many
- More home sellers than buyers
- Inflation all time high
- Salary x home prices sky high
- Credit short term debt all time high
- Interest rates high so lenders cant even give a mortgage
- Stocks ATH people scared going all in
Only asset not up is
Crypto - Still an opening for many
⚠️ $7 trillion asset manager Fidelity announces support for the crypto Clarity Act and says it will "ensure the US remains a global leader in digital assets."
✅ @PRIME_3RADE
✅ @PRIME_3RADE
⚠️ Unemployment Claims
Actual: 211K
Forecast: 205K
Previous: 200K
Overall: Short-term Bullish for crypto and risky assets.
✅ @PRIME_3RADE
Actual: 211K
Forecast: 205K
Previous: 200K
Overall: Short-term Bullish for crypto and risky assets.
✅ @PRIME_3RADE
⚠️ The Senate confirmed Warsh as head of the Federal Reserve with 54 votes for and 45 against.
Powell will step down this Friday but stay on the board until 2028.
Warsh served on the Fed under Bush and Obama, worked at Morgan Stanley, and called BTC important for regulatory policy.
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Powell will step down this Friday but stay on the board until 2028.
Warsh served on the Fed under Bush and Obama, worked at Morgan Stanley, and called BTC important for regulatory policy.
✅ Follow @PRIME_3RADE
⚠️ BREAKING ⚠️
🇺🇸 US Treasury has extracted $180 billion in liquidity from the markets in just 3 WEEKS.
This is very bad for risk-on assets.
🇺🇸 US Treasury has extracted $180 billion in liquidity from the markets in just 3 WEEKS.
This is very bad for risk-on assets.
🇺🇸 US stock market added nearly $11 TRILLION in market value in the last 45 days.
This is bullish for crypto because at some point this money will rotate to crypto and send everything higher.
This is bullish for crypto because at some point this money will rotate to crypto and send everything higher.
BREAKING: Trump has disclosed thousand of transactions.
He owns more than a million of $NVDA, for example.
He also owns, $TSLA, $ADBE, $NOW, $AMZN, $AAPL, and much more.
The transactions are from 2026, and most are up to $50,000 purchases.
✅ @PRIME_3RADE
He owns more than a million of $NVDA, for example.
He also owns, $TSLA, $ADBE, $NOW, $AMZN, $AAPL, and much more.
The transactions are from 2026, and most are up to $50,000 purchases.
✅ @PRIME_3RADE
JUST IN: Bitcoin reclaims $82,000 as Senate Banking Committee officially advances crypto Clarity Act.
✅ @PRIME_3RADE
✅ @PRIME_3RADE
Study rich people every day until your brain thinks being broke is weird.
What goes in your head shapes your whole life.
What goes in your head shapes your whole life.
The US sold 30-year bonds with yields above 5% for the first time since the global financial crisis began.
✅ @PRIME_3RADE
✅ @PRIME_3RADE
THE "SMART MONEY" JUST TRIGGERED THE LARGEST DE-RISKING CYCLE IN HISTORY.
10 of the world's biggest investors just filed their Q1 2026 portfolios with the SEC.
They manage hundreds of billions of dollars combined.
And they all arrived at the exact same conclusion in the same quarter: reduce exposure, preserve capital, and wait.
Warren Buffett is sitting on $397 billion in cash, the highest in Berkshire's history.
He reduced Chevron by 35%, exited Constellation Brands almost entirely, and trimmed Amazon.
He cannot find anything cheap enough to buy at scale.
Chris Hohn sold 83.74% of his entire Microsoft position in a single quarter. 14 million shares gone.
He rotated into Moody's, S&P Global, and Visa. He is moving out of software and into businesses that collect tolls on data and transactions regardless of what the market does.
Daniel Loeb reduced his entire disclosed equity portfolio from $7.27 billion to $2.08 billion in one quarter.
Nvidia down 93.56%. Norfolk Southern down 89%. Union Pacific down 94%.
Capital One down 87%. This is not trimming. This is a fundamental decision to carry less risk.
Bill Ackman sold 95% of his entire Google position in a single quarter and rotated into Microsoft and Amazon.
Bill and Melinda Gates foundation dumped 100% of Microsoft holdings.
David Tepper reduced Microsoft by 82%, Meta by 27%, and QUALCOMM by 56%.
Chase Coleman cut Microsoft by 54%, Take-Two by 65%, and Apollo by 46%. Tiger Global posted -6.03% in Q1.
David Einhorn wrote in his Q1 investor letter that he is "prioritizing capital preservation once again."
His fund is running at just 39% net long, the most hedged positioning of his entire career.
But why are they all selling?
The Shiller CAPE ratio was at 39 at the start of 2026, more than double its historical average.
A Natixis survey found that nearly 8 in 10 institutional investors expected a market correction this year.
Goldman Sachs data showed hedge funds selling financial sector positions at the fastest pace in nearly a decade.
And this is why they all are looking for an exit.
And when something like this happens, it's a sign that something big is coming and it's really BAD.
10 of the world's biggest investors just filed their Q1 2026 portfolios with the SEC.
They manage hundreds of billions of dollars combined.
And they all arrived at the exact same conclusion in the same quarter: reduce exposure, preserve capital, and wait.
Warren Buffett is sitting on $397 billion in cash, the highest in Berkshire's history.
He reduced Chevron by 35%, exited Constellation Brands almost entirely, and trimmed Amazon.
He cannot find anything cheap enough to buy at scale.
Chris Hohn sold 83.74% of his entire Microsoft position in a single quarter. 14 million shares gone.
He rotated into Moody's, S&P Global, and Visa. He is moving out of software and into businesses that collect tolls on data and transactions regardless of what the market does.
Daniel Loeb reduced his entire disclosed equity portfolio from $7.27 billion to $2.08 billion in one quarter.
Nvidia down 93.56%. Norfolk Southern down 89%. Union Pacific down 94%.
Capital One down 87%. This is not trimming. This is a fundamental decision to carry less risk.
Bill Ackman sold 95% of his entire Google position in a single quarter and rotated into Microsoft and Amazon.
Bill and Melinda Gates foundation dumped 100% of Microsoft holdings.
David Tepper reduced Microsoft by 82%, Meta by 27%, and QUALCOMM by 56%.
Chase Coleman cut Microsoft by 54%, Take-Two by 65%, and Apollo by 46%. Tiger Global posted -6.03% in Q1.
David Einhorn wrote in his Q1 investor letter that he is "prioritizing capital preservation once again."
His fund is running at just 39% net long, the most hedged positioning of his entire career.
But why are they all selling?
The Shiller CAPE ratio was at 39 at the start of 2026, more than double its historical average.
A Natixis survey found that nearly 8 in 10 institutional investors expected a market correction this year.
Goldman Sachs data showed hedge funds selling financial sector positions at the fastest pace in nearly a decade.
And this is why they all are looking for an exit.
And when something like this happens, it's a sign that something big is coming and it's really BAD.