Dan

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Dan

Dan

@danmacr0

Head of research @coinbureau. Analysis is my own and not financial advice. "We must never be afraid to go too far, for the truth lies beyond" - Marcel Proust.

Beigetreten Eylül 2020
3.1K Folgt2.9K Follower
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Dan
Dan@danmacr0·
What I forecasted for the TOTAL crypto market cap in 2024-2025 (top picture) and what I forecast for TOTAL in 2026 (bottom picture). - Bullish Q1 2026, with a possibility of new all time highs in TOTAL led by altcoins due to 3 month lag of liquidity increase from TGA drain in November 2025 and 'not QE' by the Fed in December 2025 (hence second, higher box with the question mark) - Bearish Q2 2026, with a possibility that the crash starts around March due to debt refinancing causing a liquidity drain and/or a black swan event that creates an excuse for central banks to create liquidity to help with debt refinancing (which is arguably what happened in 2020) - Bear market bottom around Q3 2026, with a possibility that the bottom is much lower than investors expect due to a new Fed chair who is more hawkish than investors expect (hence the second, lower box with the question mark) - Recovery around Q4 2026 due to liquidity injections in Q2-Q3, with a possibility of a faster recovery than investors expect due to the potential for additional stimulus ahead of the 2025 midterms (hence the second, higher box with the question mark)
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Polymarket
Polymarket@Polymarket·
BREAKING: Marco Rubio says the U.S. is unhappy with NATO & the partnership may be “reassessed” after the Iran operation.
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Lukas Ekwueme
Lukas Ekwueme@ekwufinance·
Little reminder: After Germany blew up their nuclear power plant cooling towers, last year they blew up one of their biggest coal power plants. Right in time for the biggest energy crisis in history to hit… The coal plant was: - Only 6 years old - Cost €3 billion - Produced 1,650 MW Germany is doing everything in its power to create a perpetual energy crisis.
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Whiplash347
Whiplash347@Whiplash437·
That's it. I give up.. Donald Trump is a time traveler. 20/20 interview 1987. Wtf.
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Daily Mail
Daily Mail@DailyMail·
Long-term cannabis use 'changes brain structure and leaves users demotivated, unable to make decisions and struggling to deal with complex tasks' trib.al/TVbCUPY
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Disclose.tv
Disclose.tv@disclosetv·
JUST IN - Thousands of paratroopers from the U.S. Army's 82nd Airborne Division arrive in the Middle East — Reuters
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zerohedge
zerohedge@zerohedge·
*DUBAI APPROVES 1B DIRHAM SUPPORT PACKAGE FOR BUSINESS SECTOR
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Saagar Enjeti
Saagar Enjeti@esaagar·
South Korea's President today: "The world is in turmoil over the energy crisis...the situation is so serious that it has even kept me up at night. The immediate problem is grave enough, but the outlook ahead seems even more unstable — the situation is worse than expected"
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
*TRUMP: GREAT PROGRESS HAS BEEN MADE *TRUMP THREATENS TO OBLITERATE ALL ELECTRICITY PLANTS IN IRAN
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Aave
Aave@aave·
Aave V4 is now live on @ethereum.
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Dan@danmacr0·
Private credit issues are starting to spill into insurance, and regulators are noticing @citrini prediction about private credit is about to come true sooner than expected
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Israel's Channel 12 says that in case of a US ground operation in Iran, Israeli soldiers will not be participating on the ground.
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J.K. Rowling
J.K. Rowling@jk_rowling·
If you're the mother who was reading Harry Potter and the Philosopher's Stone aloud to your child on the LNER train from London to Edinburgh yesterday, one of my grown up children was listening and says you did the voices brilliantly❤️🥹
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Tyler
Tyler@TylerDurden·
Liquidity.
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James Van Straten
If Bitcoin takes one more leg down, whoever is left of Crypto Twitter, the majority will be gone.
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Bob Loukas 🗽
Bob Loukas 🗽@BobLoukas·
In a bull market, extreme oversold is opportunity. In a bear market, it’s business as usual.
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Insider Paper
Insider Paper@TheInsiderPaper·
BREAKING - Pakistan, Saudi Arabia, Turkey, Egypt foreign ministers to meet in Islamabad: govt
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