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Degens Deteriorating
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BULLISH:

Bitcoin just broke $71,000 and ETH hits $2,200 liquidating $120 million in shorts in the past 60 MINUTES.

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BREAKING: US oil prices are crashing, now down -21% over the last 8 hours

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CRASH:

Oil has crashed -16% from $110 to $93 in just 60 minutes, one of the largest hourly drop in history.

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Prediction:

GLP-1RAs will not pan out as longevity drugs.

Remember the difference: drugs to extend lifespan (longevity drugs) vs. drugs to bring up the left tail of mortality (normalizing drugs).

GLP-1RAs are likelier the latter: saving fat people, not extending non-fat lives.

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β€œNow wait until 10:00 AM when the markets hot, say there was never an agreement and dump the living sh&t out of everything. Tank the market. Send them into a multi decade depression.”

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JUST IN - Iran's Supreme National Security Council releases 10-point proposal to end the war, proposing negotiations begin on Friday, April 10, in Islamabad

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BREAKING: Iran said it would guarantee safe passage for maritime traffic through the vital Strait of Hormuz for two weeks, announcing that the pause would be used for talks with the United States on ending the war, starting Friday in Islamabad

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MORE - Iran's FM posts that the Supreme National Security Council agree to a 2 week ceasefire and the opening of the Strait of Hormuz

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Both the United Arab Emirates and Qatar have stated that they have dealt with Iranian waves of ballistic missiles and drones since the ceasefire went into effect

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POV: you sent a rocket around the moon, removed the authoritarian leader of Venezuela, eliminated all the terrorists in Iran and pumped the market all before a new dovish Fed Chair

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Iran: American military "completely destroyed" with "massive casualties."

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The market's reaction is very telling.

Amid the news of a two-week ceasefire, the S&P 500 is now nearing 6,800, trading just ~3.5% away from a new record high.

Gold prices are soaring toward $4,900/oz, Bitcoin is above $72,000, and silver is nearing $77/oz.

The reality is that in the background of the Iran War's headlines and volatility, the AI Revolution has been rapidly expanding and inflation expectations have risen.

Magnificent 7 companies are investing over $600 BILLION in AI CapEx this year alone, and that has not changed.

On top of this, we have seen exposure to equities drop sharply due to the volatility, now at the lowest level since May 2025, with this capital eager to re-enter the market.

So now, we have one of the biggest technological revolutions in history coupled with higher inflation, which investors need to hedge against, and trillions of dollars of sidelined capital.

We have been saying it for months and will continue to say it now:

Own assets or be left behind.

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