Leading Perps Aggregator https://xitter.cf/t.co/Vhf7mXMzmO 🤑 Low Cost 🐂 100X+ Leverage 0️⃣ 0% Spread on ETH & BTC 💧 Aggregated Liquidity 🔥 80+ markets
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The S&P 500 is 2% from an all-time high.
And most of the S&P 500 is already in a bear market.
Both true. At the same time. 🔍
The hidden stats:
🔴 84% of S&P 500 stocks are down 10%+ from highs
🔴 59% are down 20%+
🔴 41% are down 30%+
🔴 17% are down 50%+
Leaderboard of pain:
→ Real Estate: 97% down 10%+
→ Materials: 96%
→ Utilities: 94%
→ Consumer Discretionary: 92%
3/
NVDA's stock is up +900% in 5 years. Its P/E ratio? Down -46% in the last 12 months. Forward P/E now ~24x — nearly in line with the S&P at 22x.
Large-cap tech is trading at discount multiples at record highs.
Translate it:
→ Earnings growth is outpacing price (unusual)
→ 490 stocks are already repriced for pain
→ If breadth widens even slightly → buying pressure explodes
→ If tech multiples re-rate to historical premium → massive upside
4/
Without the Iran War, this market is probably at 9,000+. With it, it's at record highs anyway.
Q2 2026 earnings grew +52% — highest since Q2 2021 when the government handed out $4T in stimulus.
This time? Organic. AI-driven. Real.
Market concentration isn't the risk. It's the setup.
Own the asymmetry 👇
100x leverage | 0% spread on BTC & ETH
mux.network
🚨 The reacceleration is official.
September CPI: 3.7% (vs 3.6% expected)
September Core CPI: 2.6% (vs 2.5% expected)
3rd highest reading in 2 years.
The inflation story most retail bought in July was simple: "CPI is cooling, Fed can cut, risk assets rip."
The inflation story the market has been pricing since August: "CPI stopped cooling. Yields exploded. Hard money flows surged. Something had to give."
Today's print validates the second story.
Follow the thread:
1⃣ ISM Services Prices Paid spiked (August) → leading indicator
2⃣ 10Y yield went vertical (September) → bond market pricing it
3⃣ Gold + crypto ETF inflows surged (September) → smart money rotating
4⃣ September CPI prints hot (October) → confirmation
The sequence is textbook. Leading indicators flashed. Yields moved. Flows followed. Data confirmed.
What's left to catch up: the crowd.
And when the crowd catches up to a trend that's already been running for 3 months, the moves get violent.
The reacceleration isn't the trade. The repricing is.
Be positioned before the next CPI print 👇
mux.network
Excited to grow dollar in @arbitrum ecosystem!
The 10Y just hit 5.30%. 🚨
Highest since April 2002. Twenty-four years.
+55bps this month. +138bps since the March low.
Mortgage rates nearing 7.60%.
The escalation ladder in MUX's feed:
4.47% → 4.55% → 4.63% → 5.13% → 5.30%.
Every post said the same thing. Something breaks.
The pace is accelerating. The Fed is out of moves.
2/
When bonds sell off THIS fast, hard assets win. Gold and crypto inflows already at 10-month highs — that wasn't luck. That was front-running the break.
Cash holders are getting run over in slow motion.
Be positioned for the resolution 👇
mux.network
The 10Y just hit 5.13%. 🚨
Moving in a LITERAL straight line higher.
Here's what 5.13% actually means:
🔴 Mortgage rates: heading well above 7%
🔴 US government interest expense: exploding
🔴 Corporate refi wall: crushing
🔴 Duration trades: annihilated
🔴 Fed credibility: gone
2/
This is no longer a months-or-years problem.
Straight-line yield spikes only end one of two ways:
→ Emergency Fed intervention
→ Something breaks in the system
Both are violent. Neither is priced in.
This is unsustainable. And the market is about to tell us how.
Be positioned for the break 👇
100x leverage | 0 price impact on BTC & ETH
mux.network
The Fed hiked 25bps to 3.75-4.00%. 🔥
And here's why crypto barely flinched:
Big difference 👇
Rewind to March 2022:
→ Fed embarked on a CYCLICAL policy shift
→ +550bps in 16 months
→ Meaningfully raised the opportunity cost of holding non-yielding assets
→ BTC and crypto got crushed
Wednesday's move looks completely different:
→ One-off adjustment
→ Maybe one more this year
→ No signal of a new tightening regime
The historical analog: March 1997.
The Greenspan Fed did a one-off hike. The Nasdaq bull market kept ripping.
2/
What this actually means for crypto:
🟢 Stablecoin issuers (Circle, Tether): higher revenue on cash reserves
🟢 Tokenized bonds + money market funds: higher yields → flow magnet
🟢 On-chain fixed income: growing TAM
🟡 Speculative long-duration assets: modestly higher opportunity cost
Higher rates aren't uniformly bearish for crypto. Same as TradFi — they just reshuffle who wins.
The headline is scary. The mechanics are neutral-to-bullish for the parts of crypto that benefit from yield.
Read the setup, not the fear 👇
100x leverage | 0 price impact on BTC & ETH
mux.network
The inflation reacceleration warning just went off. 🔥
ISM Services Prices Paid Index: 72.6 in August.
→ +2.3 points month-over-month
→ +9.6 points in 6 months (biggest jump since May 2025)
→ HIGHEST reading since July 2022
Here's the part that matters:
This index leads CPI and core PCE by ~6 months.
If the historical relationship holds:
🔴 CPI could hit 6.0% (from 3.4% in July)
🔴 Core PCE could hit 4.0%+ (from 3.3% in July)
2/
Read that again.
CPI at 6.0% would be:
→ 3x the Fed's target
→ Highest since 2022
→ The nail in the coffin for cut hopes
→ The confirmation of hike expectations
→ Structural inflation, not transitory
Remember: the July CPI print showed MoM swinging from -0.4% to +0.1%. That was the shot across the bow.
This ISM print is the incoming missile.
3/
What's at stake:
→ Cash holders lose 3-6% purchasing power per year
→ Long-duration bonds crushed
→ Fixed-income strategies broken
→ Fed independence tested
→ Hard assets: escape hatch confirmed
Gold ETF inflows at 10-month highs. Crypto ETF inflows at 10-month highs. Both simultaneously.
The smart money is already moving. The leading indicators confirm why.
Own assets or be left behind 👇
100x leverage | 0 price impact on BTC & ETH
mux.network
The most resilient market in history. 🔥
S&P 500 added +$700B in market cap TODAY.
Brent crude near $100/barrel. Inflation near 4%. Rate hikes back on the table.
And equities are less than 1% from a record high.
Read that again.
The fuel behind it:
Q2 2026 blended earnings growth: +52%
→ Highest since Q2 2021
→ Last time growth was this hot: post-COVID stimulus + $4T government injection
This time? No stimulus. No lockdown reopening. No $4T check.
Just AI, capex, earnings, and demand.
2/
Organic growth on par with post-crisis stimulus growth.
That's not a rally. That's a regime.
Now imagine the setup if the headwinds actually lift:
→ Iran War resolution → oil back to $70
→ Rate cuts return → financial conditions loosen further
→ CPI cools → Fed pivot back on
With today's earnings growth as the FLOOR, the ceiling isn't 7,000. It's 9,000+.
Meanwhile inflation has been above 2% for 60 STRAIGHT months.
Cash is losing every day. Assets are winning every day.
Own assets or be left behind 👇
100x leverage | 0 price impact on BTC & ETH
mux.network