RazorSharpDNA 🧬

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RazorSharpDNA 🧬

RazorSharpDNA 🧬

@RazorSharpDNA

BioTech Pro, Tech&Science Nerd, Investor & Family Man. Tweets R my opinion, not 💵 advice. 🗣️Science/Tech/Crypto/Stocks/Macro/Memecoins/Shitpost🐂📈🛡️🧬😱

Inscrit le Kasım 2011
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RazorSharpDNA 🧬
RazorSharpDNA 🧬@RazorSharpDNA·
Fuck it‼️ Here’s my 2025-26 market call & plan: 1️⃣2025 Nov Jobs report weakens → Dec rate cut + QT ends → $TNX ↓ + final blow-off top into Q1/early Q2 2026 $QQQ $SPX 📈 2️⃣End Q1 2026/Early Q2 Black swan (tariffs/jobs/credit crisis/war/Trump surprise i.e. take your pick) → Fake correction Q2 with 15-20% dip → QE pump 💪 3️⃣📉 Short QE pump becomes dead cat bounce, followed by Q3/Q4 2026 inflation narrative returns, AI can’t save us, uncertainty rising, yada yada yada😭 Market crash💥 💀 late 2026. 🏁I’ve already started executing on my plan, smaller portfolio of Risk on assets with small caps, Crypto & hedges e.g. $TMF $EWZ. Started trimming positions for cash rebuild in Q4 2025, moving 40% into Cash, money market funds and short term Bonds yielding 4-5%. Short the top Q1/Q2 2026🚀➡️🪦 $SQQQ $RGTZ etc & start buying the dips DCA after the major crash 20%+💥 💰Q4 2026 into 2027. At least that’s what I’m doing with my DIY portfolio. I still have my standard passive investing going into my retirement funds mainly allocated to the S&P500 irrespective of what the market does, but I add significantly more on larger 🩸 dips to DCA better. Buy the fear, sell the greed!!! NFA, subject to change pending macro data monitoring 😀
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RazorSharpDNA 🧬 retweeté
The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: President Trump says the US is “close to meeting our objectives as we consider winding down our great military efforts in the Middle East.” The announcement comes 13 minutes after futures markets have closed for the weekend.
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RazorSharpDNA 🧬 retweeté
Watcher.Guru
Watcher.Guru@WatcherGuru·
JUST IN: 🇺🇸 Senators reach deal with White House to resolve crypto stablecoin yield dispute with banks.
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RazorSharpDNA 🧬 retweeté
Ryan Detrick, CMT
Ryan Detrick, CMT@RyanDetrick·
After 214 trading days, the S&P 500 closed beneath it's 200-day MA this week. Since 1950, when the S&P 500 closes above this trendline the annualized return is 21.1%. When it closes beneath? -22.2%. Proving once again that bad things tend to happen beneath this trendline.
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greg
greg@greg16676935420·
@Kalshi They should call it the Fire Phone
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Kalshi
Kalshi@Kalshi·
JUST IN: Amazon reportedly working on a phone
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RazorSharpDNA 🧬
RazorSharpDNA 🧬@RazorSharpDNA·
First order effects could take the 10 year yields to 5% but second order effects more mid-long term paint a clear picture rates must come down.
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RazorSharpDNA 🧬
RazorSharpDNA 🧬@RazorSharpDNA·
x.com/razorsharpdna/…
RazorSharpDNA 🧬@RazorSharpDNA

My current view of the bond markets and why I think now is actually a good time to buy some long duration bond protection with $TLT $ZFL.TO 👇 It’s looking like a classic bear flattening driven by short-term inflation panic while the long end starts pricing in the eventual recession + stimulus response. It’s bad news is good news for long bonds later. The market is leaning into that recession + eventual money-printing/refinance cycle. Add in flight to safety trades & chaos insurance like $BTC & I think you’ll be in a decent position. Also time to trim some high risk stock winners if you haven’t already, nothing good lasts forever.

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RazorSharpDNA 🧬
RazorSharpDNA 🧬@RazorSharpDNA·
Fuck it‼️ Here’s my 2025-26 market call & plan: 1️⃣2025 Nov Jobs report weakens → Dec rate cut + QT ends → $TNX ↓ + final blow-off top into Q1/early Q2 2026 $QQQ $SPX 📈 2️⃣End Q1 2026/Early Q2 Black swan (tariffs/jobs/credit crisis/war/Trump surprise i.e. take your pick) → Fake correction Q2 with 15-20% dip → QE pump 💪 3️⃣📉 Short QE pump becomes dead cat bounce, followed by Q3/Q4 2026 inflation narrative returns, AI can’t save us, uncertainty rising, yada yada yada😭 Market crash💥 💀 late 2026. 🏁I’ve already started executing on my plan, smaller portfolio of Risk on assets with small caps, Crypto & hedges e.g. $TMF $EWZ. Started trimming positions for cash rebuild in Q4 2025, moving 40% into Cash, money market funds and short term Bonds yielding 4-5%. Short the top Q1/Q2 2026🚀➡️🪦 $SQQQ $RGTZ etc & start buying the dips DCA after the major crash 20%+💥 💰Q4 2026 into 2027. At least that’s what I’m doing with my DIY portfolio. I still have my standard passive investing going into my retirement funds mainly allocated to the S&P500 irrespective of what the market does, but I add significantly more on larger 🩸 dips to DCA better. Buy the fear, sell the greed!!! NFA, subject to change pending macro data monitoring 😀
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The Long Investor
The Long Investor@TheLongInvest·
US 10 YR looking like the best 'bullish' set up in the market right now Trump does not want this above +4.55%
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Peter Schiff
Peter Schiff@PeterSchiff·
10-year Treasury yields hit 4.4% for the first time since July 2025. But war, exploding debt and soaring inflation will drive yields much higher. Without big rate cuts and massive QE (a mistake), stocks and real estate will crash, resulting in a financial crisis worse than 2008.
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RazorSharpDNA 🧬
RazorSharpDNA 🧬@RazorSharpDNA·
Rates need to be lowered, the debt needs to be refinanced or else it doesn’t matter what happens with the oil shock, the country will self implode. You can’t keep the illusion going unless you reduce rates & print more money. Buy $BTC and chill.
Wall Street Mav@WallStreetMav

The US Treasury debt jumped by another $1 trillion in five months, and by $2 trillion in 7.5 months to $39 trillion now. We will hit the $40 trillion milestone, in a few months, with the war in Iran likely to add extra $100 to $200 billion that was not expected. Buy your gold and silver on this price dip ... This debt train won't be stopping. We are already spending 25% of all tax revenue on interest payments for the national debt. This is not even remotely sustainable as the debt continues to grow faster than the economy. Source: Wolfstreet dot com

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RazorSharpDNA 🧬
RazorSharpDNA 🧬@RazorSharpDNA·
‼️ It’s all smoke and mirrors folks, the timing is unclear, but the sequence of events is rate drop first, then raise rates later. The fed cannot raise rates. They also can’t lower them, yet….So for now it’s hold the line, but it seems inevitable rates get lowered 1st in the sequence of events either way. If this war/oil shock is quickly resolved, markets will rip & interest rates will be lowered as inflation scares will be gone. If the oil shock prolongs, the markets crash and rates need to be lowered to save the markets 🤷‍♂️ Either way we’re going to lower rates 1st before we raise rates imo. The greater concern & driving force now is recession as a result of this shit show war catalyst. There’s no fucking way they raise rates going into a recession. Remember the Government actually wants inflation, it’s good for business. The Fed is influenced by the Government despite the bs independence preached. So they will wait until something clearly breaks, then lower the rates which will sadly make inflation worse for the next wave, but that’s a hidden tax, all that matters is the illusion of helping the consumer by lowering rates that will supposedly save us all 🤷‍♂️ Money printer go brrrrrr 🏁It’s all smoke and mirrors folks, the timing is unclear, but the sequence of events is rate drop first, then raise rates later.
Watcher.Guru@WatcherGuru

JUST IN: 🇺🇸 Fed Governor Christopher Waller says he was ready to cut interest rates until oil prices raised inflation risks.

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Jurrien Timmer
Jurrien Timmer@TimmerFidelity·
Bitcoin has been very resilient in recent weeks, and we can see below how the 52-week Z-score has been recovering (along with ETH) while the rest of the asset class spectrum has been weakening. The outlier there of course are commodities (BCOM).
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Micro2Macr0
Micro2Macr0@Micro2Macr0·
That's a headline you don't expect to see. $SMCI
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NIK@ns123abc

🚨BREAKING: SUPER MICRO CO-FOUNDER ARRESTED FOR SMUGGLING $2.5B IN NVIDIA GPUs TO CHINA >SMCI co-founder Yih-Shyan "Wally" Liaw arrested today >personally holds $464 MILLION in SMCI stock >charged with smuggling BILLIONS in Nvidia servers to china >used a southeast asian shell company to funnel $2.5B in servers to chinese buyers >$510 million worth shipped in just THREE WEEKS in spring 2025 >built thousands of fake dummy servers to fool U.S compliance auditors >caught on surveillance camera using a HAIR DRYER to swap serial number stickers >coordinated the whole thing over encrypted group chats >SMCI down 12% after hours >faces up to 30 years in federal prison ITS SO OVER…

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The Best
The Best@Thebestfigen·
The Best tweet media
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RazorSharpDNA 🧬 retweeté
Investment Wisdom
Investment Wisdom@InvestingCanons·
"Extreme patience combined with extreme decisiveness. You may call that our investment process. Yes, it's that simple." — Charlie Munger
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