Ricardo Connection
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thinking out loud
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Over the past 3 yrs, it has become very difficult to build expectations, so I will sum it up in one phrase: get a life
They want to become the number one app in the world of finance.

We'll see.
It's a serious claim.
announced new products:

Prediction markets (for the most reckless gamblers)
Stock trading
Perpetual futures and bonds
Loans secured by BTC and ETH (never do this!)
Integration with DEX via Sol

Considering that they also control all USDC stablecoins...
They own the most influential venture fund on the planet - Coinbase Ventures.

The company's long-term prospects are probably quite good.

Considering that the younger generation is choosing the crypto market over stocks, I'm buying Coinbase.
I have secured most of my oil positions!
A 120% increase since the end of December 2025 in the form of a right-angle acceleration will end with an equally sharp collapse.

Could oil reach $200?
Easily!
If Iran continues to bomb oil infrastructure.

But we must also understand that if peace is suddenly declared tomorrow, oil will also quickly fall to 2025 levels!

My bet on oil in 2026 has paid off!
Just like gold and silver!

The next step is cryptocurrency!
These charts look great for averaging current positions👌
Key points to clarify:

m2 from the altseason index x BTC price (in image 2)

When the business cycle grows, US liquidity explodes

It is better not to include 2021 in the analysis, as the whole world turned on the printing presses then, 2017 is much more interesting

The Fed's balance sheet and US liquidity move in line with US government debt; during periods of Fed liquidity withdrawal, this leads to a decrease in US liquidity

Oil price growth is deadly for markets (oil price growth = inflation growth), anything above $100 is bad for the US economy, and these are already certain risks.

If the US gets stuck in a conflict with Iran for a long time, there is a possibility that China will launch an operation against Taiwan, so I have started to fix my positions and exit the Chinese stock market.

We live in amazing times😭
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The next month will decide whether we are heading into a new crisis or a bright future.

I am optimistic about the market, so I am starting to buy American stocks