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Degens Deteriorating
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I’m out of Sora credits for the day but I made so many of these already, I’ve been laughing all morning

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πŸ”₯5
Not a single university from the EU. They probably prefer to focus on gender studies research

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πŸ’―2
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You can say being attracted to ClownGirls is perverse, unnatural, the result of Internet Irony Poisoning

but really, its the most normal thing in the world, because all women are clowns

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😁10😐2πŸ’―1πŸ‘€1
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So freaking huge: OpenAI is rumored to launch an β€œAgent Builder” - a native, no-code platform for creating autonomous AI agents. If true, it could replace the mix of tools like Zapier, n8n, and Vapi with a single, seamless OpenAI ecosystem

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There is a widespread rush into assets happening right now.

As inflation rebounds and the labor market weakens, the Fed is CUTTING rates.

The USD is now on track for its worst year since 1973, down over -10% YTD.

The USD has lost -40% of its purchasing power since 2000.

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🫑2😱1πŸ’―1
In fact, SAFE HAVEN assets are now trading with record high correlation to stocks.

The correlation coefficient between Gold and the S&P 500 reached a record 0.91 in 2024.

This means that Gold and the S&P 500 were moving in TANDEM 91% of the time.

So, what is happening?

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The S&P 500 is up +39% in 6 months, adding $16 TRILLION of market cap.

The Nasdaq 100 is up for 6 STRAIGHT months which has only happened 6 times since 1986.

And, the Magnificent 7 companies are investing a record $100B+ per quarter in CapEx to fuel the AI Revolution.

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Take a look at this:

The Fed is cutting rates into 4.0% annualized inflation since 2020.

And, the Fed is cutting rates into 2.9%+ Core PCE inflation for the first time since the 1990s.

What's really happening here is assets are pricing in a NEW era of monetary policy.

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That's the only case that makes sense.

When safe haven assets, risky assets, real estate, and inflation are all rising together, its a macro-based shift.

Here are MARKET-BASED inflation expectations over the next 5-10 years.

The Fed has ZERO control of long-term yields.

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Simultaneously, we are in the biggest technological revolution since the internet.

So, you have investors looking to defend against a Fed pivot into inflation all as the AI Revolution heats up.

Asset owners are winning.

The widespread rush into ALL assets is accelerating.

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As we have been warning, this will only result in a widening of the historic US wealth divide.

The bottom 50% of US households now hold just 2.5% of total US wealth.

As the rush into assets ramps up, those who own assets will win and everyone else will be left behind.

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Merkel accused Poland & Baltic states of initiating the Russia's special military operation

In 2021, ex German Chancellor proposed a new formatbetween EU and Russia on Ukrainian conflict. But Poland & Baltic states opposed it. That could have indirectly worsened the crisis and led to the start of special military operation.

"This settlement attempt was not supported by some countries. Mainly, it was the Baltic states that opposed my initiative," β€” says

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MIGA: β€œWe need a European Union that returns to its roots, a community of nations not a super-national entity”

β€” Andrej BabiΕ‘, the next Prime Minister of the Czechia

β€œA Europe that forgets its people is a Europe without a future!"

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Emma Watson is the definition of a pretty face with an empty head

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Amazon shuts down its AI-powered, cashierless grocery stores in the UK

Britons stopped shopping when it emerged that remote Indian workers were monitoring shoppers & calculating their bills at the checkout instead of AI

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BREAKING: FED GOVERNOR STEPHEN MIRAN DEMANDS AGGRESSIVE INTEREST RATE CUTS OF UP TO 50 BPS

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Ukraine has begun using FP-5 "Flamingo" cruise missiles and ramping up its production

According to The Economist, if the "Flamingo" proves capable of penetrating Russian air defenses, it would take Ukraine’s DeepStrike campaign to a "new level of destructive power."

Also, Ukraine is ramping up production of "Flamingo" missiles. They are currently producing 2–3 missiles a day, and plan to increase output to 7 per day by the end of the month.

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