My thoughts currently: - Macro is extremely terrible. You can delay a recession/crash but at this point it’s unavoidable. - US government wants you believing Iran conflict is the reason for the current inflation + yields spike. This is not true. It’s adding fuel to the fire but the main culprit is AI capex crowding out government bonds. For the first time in history the private sector is crowding out the public sector for investor’s money. - Interest rates are hence going so much higher than anyone expects but will probably not cause the shock everyone is thinking they would cause by spiking up. - Although I said recession is possible I don’t believe a 2008 scenario is possible due to the simple fact that the banking sector is solid AF. So yes, the AI trade will blow up big and bad but banks are fine and no systemic issues will follow that collapse. Job losses could spike and an ugly stagflation environment could persist for a while but by no means will there be any systemic risk or massive collapse or any bear porn doomposting. It will be a huge buy the dip opportunity. - The era of the fed holding money hose aka QE and firing it at everybody is over. From now on, QE’s only job will either be to bail out the banking sector or stabilize it. Internal plumbing within the financial sector will be the move forward. Sound money isn’t coming back as governments have to fund ridiculously overblown budgets but neither will the free QE era of 2009-2022. - A massive energy shock is in the making and nobody has any idea how bad it will get or when it will end. That’s the biggest tailwind now. - AI capex is reaching its limits for now. This is wave 1 of early companies and 90% of them won’t survive to reap the rewards just like what happened with the dotcom bubble. All the AI is dangerous and will destroy us all advocates are a bunch of clowns. - Massive massive rehiring will come again in a couple of years tops. The biggest losers will be the companies who rushed to lay off their staff early on. They destroyed their public picture forever. - All markets are at a coinflip right now and the direction is 50/50 at best but considering all what I said and all this bearishness, tbh it makes sense that shitcoins pop like popcorn. The only counter argument I have here is what if they already had their scam pump and oblivion is upon us? I will play any dips we get but at best with 25% of my portfolio and will be happy with whatever 50-100% profit I make if any. - Unfollow the crypto will decouple a pump on its own crowd. Your better off without unless you wanna test losing all of your money before the real BTFD moment. Any bets here should never be made with 100% size neither on the bullish or bearish sides. - Shorting right now is dangerously destructive despite it being the best R/R in almost all markets except energy. - Key is to survive, make monthly income and stack $$$ as I believe whatever is coming will make plenty of new millionaires. - Finally, for freaking God’s sake ditch the fucking meme platforms before you lose everything you have you psychotic stupid fucks. Over and out.

Couldn’t eat what I want because of money, now I can’t because of calories 😆 Unfortunately you can’t print calories lol. I burn an average of 2700 per day but still I can barely be negative 100-200/day. IDK how inactive people eat man.

That’s the type of energy you want in your life 👇🏼

“ we’re so fucking early you have no idea how much money we will make” 80% of ct that is invested in absolute shitters & meme coins that will go to 0 right as the AI bubble is bursting

Funny how these posts literally mark the top of any up move. Bulls and bears chopping each other out in a 5% range and going crazy already. The truth direction has never been more coinflip than it is right now.

Greed has no limits. I used to manually make double stuffed oreos and as soon as I bought double stuffed oreos for the first time, I made quadra stuffed oreos lol

Trump already rebranded AI to SI bro is following the steps of the great crypto scammers lol Next step is to rug pull the entire project 😆

By time you grow to learn that CT is the most normie of all

We leave singapore tomorrow and it was beautiful Onwards to Malaysia Our singapore trip in a picture 👇 And btw most of that was outdoors 😄

At least the food was amazing in token 2049 😆

Cheers to the ones who never yielded and added AI to their bios

What the influencers won’t tell you Neither @ether_fi virtual nor @ethena virtual can withdraw money from ATMs in Singapore. If your experience is different let me know which atm you used. They didn’t work either for charging ez link card. Feels kinda useless AF to hold them as the initial experience was awful 1 your into the country already and during token2049. Truly if you wanna be bullish on a token never try its product lol.

Please stop hiring a one man marketing team for a 6-7k$/month Instead, hire 3 part-timers for the same money. Better quality, better outcome, less stress and everyone is happy. You have realized AI is shit and can’t actually replace anybody, so you’re back to hiring. Congrats, but now you’re back to hiring the superman who can do literally everything. For the sake of your business, adapt or perish. Yes, more hires mean more management but if you play your cards right, these hires will be autonomous in a couple of months max.

The art of the deal

from out latest dive trip

If you’re going to token 2049 singapore let me know. I am going with @0xWands and we will be there for a week before heading to Malaysia!

I am not exactly a fan of @benjamincowen but seeing my entire timeline dumping on him for being bearish is kind of proving his point for being bearish here.