Hike rate never I love you

Crypto and gold most at risk for a hawkish message

Spec / Plan / Architect / Audit with Fable Max
Code with 5.6 Ultra

Best case is Warsh turn all hawkish tmr, market price 60%+ chance of a hike in sept. sel off some more

and you buy loads

They gonna JUICE the market into the midterms whatever the consequences and the funnymentals look good anyway

Out of NQ it was fun but this is getting a bit out of hand

Sending NQ up 1% pre market in less than 2h pre JHole feel like euphoria

It was probably worth a short even tbh, but it's a counter trend one on an index so not really keen

I would have tped here

But I still think it could be another short if the retarded send it again before J Hole

I enterred small position smh/dram

IN JULY, THE SHARE OF RWA VOLUME ON HYPERLIQUID EXCEEDED 50% OF THE TOTAL VOLUME ...

lol OAI again resetted my weekly limits, I think they just rewarding me for feeding a lot of content to their LLM. They reset my limit twice a week or smt

Which also means I pay 200$ but probably get 10k$ worth of inferences

This thing is pricey

Poor Ukrainian

US PATRIOT STOCKS IN EUROPE HIT CRITICAL LEVELS

US Patriot missile inventories in Europe are reportedly “beyond critical” after large transfers and heavy use during the Iran war.

Officials warn NATO has limited capacity to counter sustained Russian ballistic-missile attacks.

About 1,500 Patriots — 65% of US stocks — have reportedly been used in the Iran conflict.

NATO disputes that inventories are critically low.
(@WalterBloomberg)

Going into tonight meeting:
-Bonds have priced the event risk
-Equities not really
-Gold and btc are completely oblivious

Why did gold pump the last time? Because he fumbled the Q&A, there is no Q&A today.
It is not in the US gov interest to have a speech torching bonds
Gold has been up 15% already