The AI pyramid: Massive spending on data-center leases and chip acquisitions isn’t showing up on Big Tech’s balance sheets.
According to the WSJ, U.S. AI-driven tech giants have amassed roughly $3 trillion in off-balance-sheet liabilities—nearly five times their reported $600 billion in capital expenditures. Alex Krüger has dubbed this surge “the largest bubble in stock-market history.”
✅@futures
#ArtificialIntelligence #BigTech #MarketBubble
Ebisa Tech
According to the WSJ, U.S. AI-driven tech giants have amassed roughly $3 trillion in off-balance-sheet liabilities—nearly five times their reported $600 billion in capital expenditures. Alex Krüger has dubbed this surge “the largest bubble in stock-market history.”
✅@futures
#ArtificialIntelligence #BigTech #MarketBubble
Ebisa Tech
👀3❤2🥰2👏2😁2👍1😘1
🤑 Most people believe they understand the world of big money and crypto.
In truth, they’re chasing illusions. They follow analysts who’ve never launched a project, panic every time BTC dips, and put faith in fake gurus. That’s how you stay behind — always reacting, never leading.
To truly grasp the market, you need to think like the ones shaping it.
This is the private channel of the Owner of 1win Crypto — one of the largest crypto casinos in the world. No fluff. No lectures. Just raw insights: personal reflections on risk, global scandals, and what’s really driving the next wave.
✍ See how the mind behind a global empire operates — Owner 1win
Ebisa Tech
In truth, they’re chasing illusions. They follow analysts who’ve never launched a project, panic every time BTC dips, and put faith in fake gurus. That’s how you stay behind — always reacting, never leading.
To truly grasp the market, you need to think like the ones shaping it.
This is the private channel of the Owner of 1win Crypto — one of the largest crypto casinos in the world. No fluff. No lectures. Just raw insights: personal reflections on risk, global scandals, and what’s really driving the next wave.
✍ See how the mind behind a global empire operates — Owner 1win
Ebisa Tech
😱7
Hedge funds and asset managers increased their short positions on Nasdaq 100 futures to an all-time high.
✅@futures
Ebisa Tech
✅@futures
Ebisa Tech
💯7✍2😢1😇1
💸 Dollars as Japan's Debt Shield
The US is flooding the market with dollars to prevent Japan from offloading its $1.4 trillion in US debt.
So far, joint US-Japan interventions have failed to stabilize the yen.
Finance Minister Scott Bessent is urging the Federal Reserve to expand FIMA facilities for Japan—or risk a yen collapse that could destabilize the entire Treasury market.
FIMA repo allows foreign central banks to raise dollars by temporarily selling US Treasuries to the Fed, with an agreement to repurchase them later.
✅@futures
Ebisa Tech
The US is flooding the market with dollars to prevent Japan from offloading its $1.4 trillion in US debt.
So far, joint US-Japan interventions have failed to stabilize the yen.
Finance Minister Scott Bessent is urging the Federal Reserve to expand FIMA facilities for Japan—or risk a yen collapse that could destabilize the entire Treasury market.
FIMA repo allows foreign central banks to raise dollars by temporarily selling US Treasuries to the Fed, with an agreement to repurchase them later.
✅@futures
Ebisa Tech
🤩5🍓4🎃3❤1🥰1🤓1🤷1
About half of Venezuela’s oil is now being exported to the US, according to the U.S. Energy Department.
✅@futures
Ebisa Tech
✅@futures
Ebisa Tech
😐3👏2😁1
❌ China Reduces U.S. Treasury Holdings
China is continuing its sell-off of U.S. Treasuries, with holdings now at their lowest since 2008.
Between June 2025 and June 2026, its position shrank from $731.4 billion to $633.4 billion.
At its peak in February 2019, China held a record $1.13 trillion in U.S. government debt—once the largest holder. But Japan claimed the top spot in June 2019 and has maintained it since. Now, as China offloads Treasuries, it’s increasingly turning to gold.
✅ @futures
Ebisa Tech
China is continuing its sell-off of U.S. Treasuries, with holdings now at their lowest since 2008.
Between June 2025 and June 2026, its position shrank from $731.4 billion to $633.4 billion.
At its peak in February 2019, China held a record $1.13 trillion in U.S. government debt—once the largest holder. But Japan claimed the top spot in June 2019 and has maintained it since. Now, as China offloads Treasuries, it’s increasingly turning to gold.
✅ @futures
Ebisa Tech
🤩5💋1
No developed economy prints money at the pace Canada does—its monetary base roughly doubles every eight years.
✅ @futures
Ebisa Tech
✅ @futures
Ebisa Tech
😍3🐳2😎2😁1😘1😡1
Sugar markets surge, but coffee remains hesitant — analysts say: “Coffee without sugar is a wasted opportunity.”
✅@futures
Ebisa Tech
✅@futures
Ebisa Tech
👌5🌭5💋2🔥1🤩1🙏1😍1🏆1😴1
Moderna's stock surged 150% within an hour following the successful completion of Phase 3 trials for its skin cancer vaccine, showing promise in preventing recurrence post-surgery.
✅@futures
Ebisa Tech
✅@futures
Ebisa Tech
🤓10🤷1
💵 US Bond Market Intervention
According to Bloomberg, Bessent has emerged as the most active Treasury Secretary in decades, stepping boldly into bond markets.
Yesterday, the US Treasury doubled its buying of long-dated bonds to rein in surging yields. The move aims to stabilize the market amid growing concerns over rising government borrowing costs. Meanwhile, Trump reassured the public, urging Americans not to panic over bond market fluctuations. Analysts point to the 30-year bond yield at 5.30% as the critical threshold the Treasury is determined to defend.
✅@futures
Ebisa Tech
According to Bloomberg, Bessent has emerged as the most active Treasury Secretary in decades, stepping boldly into bond markets.
Yesterday, the US Treasury doubled its buying of long-dated bonds to rein in surging yields. The move aims to stabilize the market amid growing concerns over rising government borrowing costs. Meanwhile, Trump reassured the public, urging Americans not to panic over bond market fluctuations. Analysts point to the 30-year bond yield at 5.30% as the critical threshold the Treasury is determined to defend.
✅@futures
Ebisa Tech
🔥4💯1🎃1🦄1
⚡️ JUST IN: Trump claims Iran would have used a nuclear weapon to destroy Israel and the entire Middle East.
✅@futures
Ebisa Tech
✅@futures
Ebisa Tech
😭7❤1
Michael Saylor, Bitcoin’s largest institutional holder, likely sold near the cycle bottom—again, for the second cycle running.
Keep an eye on these signals.
✅@futures
Ebisa Tech
Keep an eye on these signals.
✅@futures
Ebisa Tech
👀4🎉2😐1
The market has officially dismissed Bessent’s buyback attempt.
30-year yields have nearly wiped out all gains made right after the buyback.
We’ve seen this movie before — same outcome as the Yen intervention.
Such moves buy time, but only by the hour, not the day.
✅@futures
Ebisa Tech
30-year yields have nearly wiped out all gains made right after the buyback.
We’ve seen this movie before — same outcome as the Yen intervention.
Such moves buy time, but only by the hour, not the day.
✅@futures
Ebisa Tech
🤗6🤓5🔥4🤣3🤔2🤮1
This media is not supported in your browser
VIEW IN TELEGRAM
Stanley Druckenmiller on how top traders approach risk
Great traders don’t just manage risk—they redefine it.
They see volatility not as a threat, but as information.
Losses aren’t failures; they’re feedback.
Druckenmiller emphasizes: the key isn’t avoiding risk—it’s sizing it intelligently.
Bet big when the odds are overwhelmingly in your favor.
Stay small (or out) when uncertainty clouds the edge.
It’s not about being right all the time.
It’s about surviving the wrong calls—and thriving on the right ones.
Risk, handled wisely, becomes leverage.
#trading #riskmanagement #markets #investing ✅@futures
Ebisa Tech
Great traders don’t just manage risk—they redefine it.
They see volatility not as a threat, but as information.
Losses aren’t failures; they’re feedback.
Druckenmiller emphasizes: the key isn’t avoiding risk—it’s sizing it intelligently.
Bet big when the odds are overwhelmingly in your favor.
Stay small (or out) when uncertainty clouds the edge.
It’s not about being right all the time.
It’s about surviving the wrong calls—and thriving on the right ones.
Risk, handled wisely, becomes leverage.
#trading #riskmanagement #markets #investing ✅@futures
Ebisa Tech