EndGame Macro
RT @onechancefreedm: Thanks Martin. And just to clarify, the fact that I use AI is literally in my bio. But none of this would land the way it does if I were just typing prompts and posting whatever comes back. I spend minimum 6 hours every day digging through news, data, reports, charts, history and then I use AI as a tool to help me express the ideas clearly and compactly, because macro and geopolitics is insanely complex and a single missed detail can flip an entire argument on its head.
So when people say it’s just AI, it actually does annoy me a bit lol because the thinking, the framing, the interrogation of assumptions… that’s all me. AI just helps me package it in a way that fits into a post without losing the nuance. And honestly, the best part of this whole thing is that I’m learning constantly as I go.
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RT @onechancefreedm: Thanks Martin. And just to clarify, the fact that I use AI is literally in my bio. But none of this would land the way it does if I were just typing prompts and posting whatever comes back. I spend minimum 6 hours every day digging through news, data, reports, charts, history and then I use AI as a tool to help me express the ideas clearly and compactly, because macro and geopolitics is insanely complex and a single missed detail can flip an entire argument on its head.
So when people say it’s just AI, it actually does annoy me a bit lol because the thinking, the framing, the interrogation of assumptions… that’s all me. AI just helps me package it in a way that fits into a post without losing the nuance. And honestly, the best part of this whole thing is that I’m learning constantly as I go.
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EndGame Macro
RT @MauiBoyMacro: This sincerely resonates with me and describes what motivates me to be here; sharing information, learning/growing and contributing where I can. 👇🏼
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RT @MauiBoyMacro: This sincerely resonates with me and describes what motivates me to be here; sharing information, learning/growing and contributing where I can. 👇🏼
Why I Post So Much: Because Every Day the Game Gets Smarter And So Should You
I look at the world like a game that’s constantly trying to outsmart me. Inflation chips away at savings. Policies tilt the board. Laws shift incentives. Every move the system makes, it’s taking a small bite out of your time, your labor, your freedom usually without you even noticing. Money might not be everything, but it dictates almost everything we do. So I treat it like chess. The board is the monetary system, and the goal is simple…don’t get cornered.
That mindset forces me to study. You can’t win a game you don’t understand. So I read history to see what happens when debt piles up, when currencies debase, when governments overextend. It’s not about predicting the future but rather about recognizing patterns. The same mistakes repeat with different branding. The players change, but the incentives don’t.
To me, this is awareness. Whether or not the system is out to get me doesn’t even matter. Acting as if it is makes me sharper. It keeps me questioning what’s real value versus what’s illusion. It keeps me from trusting a system that punishes people for saving, rewards debt, and sells security that quietly erodes in real terms.
There’s a psychological piece to it too. When you start viewing the world this way, you stop feeling like a victim and start thinking like a player. You realize you’re not powerless, you’re just uninformed. And the more you learn, the more control you take back. That’s what really drives me to post, trying to pull more people into that mindset. Not fear, but curiosity. Not cynicism, but agency.
Because once you see the game, you can’t unsee it. You start noticing how narratives are used to keep people comfortable, distracted, compliant. You start thinking in probabilities, not promises. And you realize that every bit of knowledge about history, markets, policy, or human behavior is a small form of protection.
That’s what all of this is about. The system may not actually be trying to screw you, but if you assume it is, you’ll live smarter. You’ll learn faster. You’ll stop playing by rules that were never written for you in the first place. And honestly, I hope more people start thinking that way. Because once you do, you stop drifting and start playing the game on purpose. tweet
AkhenOsiris
RT @FreightAlley: Freight data has been telling us that there was more demand than retailers forecasted
https://t.co/VXCBRZLKoS
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RT @FreightAlley: Freight data has been telling us that there was more demand than retailers forecasted
https://t.co/VXCBRZLKoS
Mastercard's preliminary SpendingPulse data indicates U.S. retail sales excluding autos rose 4.1% year-over-year on Black Friday 2025, exceeding the 3.6% holiday season forecast and the 3.4% growth seen in 2024. tweet
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EndGame Macro
What a 0.70 Put/Call Ratio Is Really Telling Us
A put/call ratio this low isn’t some grand signal on its own, it’s just the market saying fewer people are paying for downside insurance right now. After two cuts, QT ending, and a steady grind higher in equities, a lot of hedges have basically bled out. People get tired of paying for protection that never gets used.
But that’s only the surface read.
Why It’s Dropping Now
A lot of this isn’t sentiment, it’s mechanics. When volatility slips and the tape gets quiet, systematic funds have to add exposure. Dealer flows pull volatility down even further. That combination naturally kills demand for puts whether or not investors feel safe. It’s the structure of the market doing the work.
And Here’s the Catch
The broader macro picture hasn’t magically improved. Oil is soft, growth is slowing, delinquencies are rising, credit is getting shakier, and everyone sees the refinancing wall coming. So this low put/call ratio doesn’t mean risk is gone, it just means nothing has sparked real fear yet, and the system rewards staying long until the moment it doesn’t.
The drop isn’t irrational. It’s just the kind of calm that shows up right before markets need a fresh catalyst to wake up again.
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What a 0.70 Put/Call Ratio Is Really Telling Us
A put/call ratio this low isn’t some grand signal on its own, it’s just the market saying fewer people are paying for downside insurance right now. After two cuts, QT ending, and a steady grind higher in equities, a lot of hedges have basically bled out. People get tired of paying for protection that never gets used.
But that’s only the surface read.
Why It’s Dropping Now
A lot of this isn’t sentiment, it’s mechanics. When volatility slips and the tape gets quiet, systematic funds have to add exposure. Dealer flows pull volatility down even further. That combination naturally kills demand for puts whether or not investors feel safe. It’s the structure of the market doing the work.
And Here’s the Catch
The broader macro picture hasn’t magically improved. Oil is soft, growth is slowing, delinquencies are rising, credit is getting shakier, and everyone sees the refinancing wall coming. So this low put/call ratio doesn’t mean risk is gone, it just means nothing has sparked real fear yet, and the system rewards staying long until the moment it doesn’t.
The drop isn’t irrational. It’s just the kind of calm that shows up right before markets need a fresh catalyst to wake up again.
Total Put/Call Ratio drops to 0.70, one of the lowest levels in the last 4 years 👀 https://t.co/5Kw1zcRH69 tweet
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EndGame Macro
What Jack Dorsey Is Probably Signaling With 108
If you’ve followed Jack for a while, you know he doesn’t post numbers randomly. The most straightforward read is that Block recently added 108 BTC to its balance sheet and he loves turning dry filings into little on chain haikus. It’s his way of signaling that they’re still quietly accumulating without making it a formal corporate announcement.
The Second Layer Most People Miss
Jack isn’t just a Bitcoin executive, he’s deep into Vipassanā, Eastern philosophy, and symbolic numerology. And in that world, 108 is a loaded number. It represents wholeness, cycles, completion. It shows up in meditation beads, mantra counts, and the way practitioners frame essential truths. Jack often blends that part of his life with the way he communicates about Bitcoin.
How It Comes Together
So the post probably isn’t a date, a prediction, or some cryptic countdown. It’s Jack doing what he does best…mixing a real world signal with a number that reflects how he sees Bitcoin not just as an investment, but as something foundational, cyclical, and spiritually aligned with his worldview of strip everything down to what actually matters.
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What Jack Dorsey Is Probably Signaling With 108
If you’ve followed Jack for a while, you know he doesn’t post numbers randomly. The most straightforward read is that Block recently added 108 BTC to its balance sheet and he loves turning dry filings into little on chain haikus. It’s his way of signaling that they’re still quietly accumulating without making it a formal corporate announcement.
The Second Layer Most People Miss
Jack isn’t just a Bitcoin executive, he’s deep into Vipassanā, Eastern philosophy, and symbolic numerology. And in that world, 108 is a loaded number. It represents wholeness, cycles, completion. It shows up in meditation beads, mantra counts, and the way practitioners frame essential truths. Jack often blends that part of his life with the way he communicates about Bitcoin.
How It Comes Together
So the post probably isn’t a date, a prediction, or some cryptic countdown. It’s Jack doing what he does best…mixing a real world signal with a number that reflects how he sees Bitcoin not just as an investment, but as something foundational, cyclical, and spiritually aligned with his worldview of strip everything down to what actually matters.
108 tweet
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EndGame Macro
What a 0.70 Put/Call Ratio Is Really Telling Us
A put/call down near these levels is the market saying, “We’re not worried right now.” When people stop buying puts and pile into calls, it usually means they’ve convinced themselves the coast is clear. Protection feels like a waste of money, upside feels cheap, and everyone wants to chase what’s been working.
Why It’s Happening Now
The setup makes sense. We just had a clean narrative flip, the Fed stepped back, cuts are on the table, QT is ending, yields have eased, and stocks have ripped higher. A lot of managers were underweight risk all year, and the easiest way to catch up into year end is to buy upside rather than rebuild hedges slowly. So positioning gets lopsided…lots of calls, very few puts, and sentiment that feels almost relieved.
The Deeper Tone
But historically, when everyone leans to one side like this, short term returns get choppy. Not because disaster is guaranteed, just because the payoff for adding risk shrinks while the air pocket in the other direction grows. It’s classic late cycle psychology…the feeling that the worst is behind us, right as the system is still carrying real macro fragility.
So the put/call ratio is flashing confidence maybe a little too much of it at the exact moment when the market should probably still be paying attention.
tweet
What a 0.70 Put/Call Ratio Is Really Telling Us
A put/call down near these levels is the market saying, “We’re not worried right now.” When people stop buying puts and pile into calls, it usually means they’ve convinced themselves the coast is clear. Protection feels like a waste of money, upside feels cheap, and everyone wants to chase what’s been working.
Why It’s Happening Now
The setup makes sense. We just had a clean narrative flip, the Fed stepped back, cuts are on the table, QT is ending, yields have eased, and stocks have ripped higher. A lot of managers were underweight risk all year, and the easiest way to catch up into year end is to buy upside rather than rebuild hedges slowly. So positioning gets lopsided…lots of calls, very few puts, and sentiment that feels almost relieved.
The Deeper Tone
But historically, when everyone leans to one side like this, short term returns get choppy. Not because disaster is guaranteed, just because the payoff for adding risk shrinks while the air pocket in the other direction grows. It’s classic late cycle psychology…the feeling that the worst is behind us, right as the system is still carrying real macro fragility.
So the put/call ratio is flashing confidence maybe a little too much of it at the exact moment when the market should probably still be paying attention.
Total Put/Call Ratio drops to 0.70, one of the lowest levels in the last 4 years 👀 https://t.co/5Kw1zcRH69 tweet
memenodes
I've seen this before
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I've seen this before
I've lost $6000 trading over the last 3 months. I had $20 left and turned it to $400 then to zero all in one day. I've no choice but to leave crypto. tweet
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Coinfessions (@coinfessions) on X
I've lost $6000 trading over the last 3 months. I had $20 left and turned it to $400 then to zero all in one day. I've no choice but to leave crypto.
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memenodes
There will be no second date, but at least she now knows what bitcoin is and who controls the market https://t.co/EYpQIYANLK
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There will be no second date, but at least she now knows what bitcoin is and who controls the market https://t.co/EYpQIYANLK
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Fiscal.ai
7 quality companies trading at their cheapest valuations ever:
1. Airbnb $ABNB
EV/EBIT: 22.6x https://t.co/QKzcWeWFTu
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7 quality companies trading at their cheapest valuations ever:
1. Airbnb $ABNB
EV/EBIT: 22.6x https://t.co/QKzcWeWFTu
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