Sharing insights to navigate global markets & investments 🌍📈 | Stocks, crypto, & macro trends that matter | #Investing #Stocks #Crypto #GlobalMarkets

Joined February 2020
Dando Zigib | Investment Perspective retweeted
Billionaire Stanley Druckenmiller has said that "of course" he used AI to write op-ed on Bessent and bond market, per Jeff Stein of NOTUS. "There's a reason I moved from an English major to being an economics major," he said, "I'm not embarrassed by it"
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Data is the new oil - heard it before. Memory is the new oil - seeing it now + new inflation fear from likes of Apple news now. Energy is the new oil - Elon says next currency. Clearly things changing fast. $AAPL #oil #memory #data #inflation #energy
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$BTC gets crushed every Sunday before the institutional #ETF market opens. Something must be working under the hood.
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AI is coming after corporates now. Not just a human job problem anymore #AI #Jobs #replaced
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Too much interest was unbearable. Unlevered progress is better for longer-term. #BTC #Deleverage
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Warsh-led Fed: Aggressive QT to shrink the ~$6.6T balance sheet (Treasuries ~65% + MBS ~30-35%) has zero direct impact on stocks. Fed holds no equities & QT is passive runoff, not sales. Indirect effects via yields/liquidity sure, but likely offset by rate cuts. #Fed #Rate #QT
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Kudos to $Gold but certainly feels like #Bitcoin at peak. Talk about #Fear on $BTC vs #Greed on $Gold.
Soon I will be opening one of my biggest shorts to date. GOLD. Overheated & peak euphoria is setting in. DO YOU UNDERSTAND?
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Days like today is when you seriously think Bitcoin is just a speculative asset not safe-haven like gold. #btc #SafeHaven #notright
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Nikkei 225 shines with ~7.8% up in gold terms 2019-2024, driven by Japan’s low M2 growth & tech rally. SPX, DAX & Shanghai falter, negative in gold & probably all negative in BTC terms. Real value wins. #Equity #Gold #Investing #illusion #btc
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If your HR fell for this, it’s really their fault. You should fire them instead of blaming North Korean attempts. #blamegame #doyourjob #wsjarticle
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98 companies raised $43B since June 2025 for BTC, likely deploying 3-10% of their treasuries (~5-7% est.)—in reality, much may be new capital! #Guesstimate #Bitcoin #BTCTreasury #SmartMoney
98 companies have raised $43 billion since June to buy Bitcoin and crypto. More than double all U.S. IPOs in 2025. The Bitcoin treasury wave is here. 🌊
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AI could add fuel to this fire and Universal Income might be realized at some point in time. #future #AI #whereareweheading
So people having no job - keep having no job per continuuing unemployment claims
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Singularity coming finally?
🚨GPT-5 LAUNCH IMMINENT: “IT SOLVED QUESTIONS I DIDN’T EVEN UNDERSTAND” – ALTMAN OpenAI’s next-gen model, GPT-5, is set to drop as early as next month. It will be the first GPT model to fuse general AI with its powerful inference tech, the “o-series,” unlocking new multi-tasking abilities. Microsoft is already scaling up servers to handle it - and Altman says the model answered a question he couldn’t grasp. “I had a strange feeling of uselessness,” he admitted, after GPT-5 nailed the answer instantly. Source: The Korea Times
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not sure when it would be but I fear if and when Saylor changes his mind for whatever reasons.
🔥 JUST IN: Saylor hints at another $BTC purchase. “It all began with a quarter billion in Bitcoin.”
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US gold: 8,133t vs China: 2,279t. US seized $BTC: ~190k vs China: ~190k. In a reserve race, China could lead on BTC—higher stash, opaque strategy. What would China prefer to race on? #Bitcoin or #Gold? #StrategicBitcoinReserve
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If the U.S. converted 10% of its gold reserves into Bitcoin at these prices, it would acquire approximately 861,761 BTC, with a value of roughly $75.84 billion. #StrategicBitcoinReserve $BTC #Gold
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The KEY! Switching Gold Reserve into BTC Reserve may be budget-neutral?? $BTC #Bitcoin Treasury and Commerce secretaries are authorized to develop budget-neutral strategies for acquiring additional bitcoin, provided that those have no incremental costs on American taxpayers.
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Not selling what we have confiscated. But NOT buying fresh. Complete blow to those wishful thinkers. #Disappointment #MuchAdoAboutNothing $BTC #Bitcoin #AlwaysCreative #HaHa
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