Crypto Scroopy Noopers

@DariusDale42 @42Macro You are amazing. Another happy client here(from Seattle). I have gone from bag holding 90% draw downs to saying 'i can risk missing out some of the gains if we are wrong and rather managing the downside risk's. BTW I've bag held from 2013....no more massive drawdowns for me again

I just noticed that I’ve finally crossed 100,000 followers after nearly a half decade of consistently providing one of the highest — and most valuable — signal-to-noise ratios on this platform. I said this back then and I’ll say it again now: @42Macro is the kale 🥬 of macro risk management content. We do not participate in the macro junk food 🍕🍟🧁 provision that is wildly popular on social media apps, as evidenced by the number of followers bull 🐂 porn, bear 🐻 porn, and hyperactive trading 📈📉 accounts tend to have (i.e., multiples of mine). Many thanks to each of you for providing me with a platform to actually educate the public. Our mission at @42Macro is to take what I’ve learned from ~17yrs of collaborating with many of the top investors on global Wall Street to permanently improve the investing *habits* of Main Street investors. Constantly forcing strangers to consume the marketing equivalent of kale 🥬 is no way to grow a business. But it’s a fantastic way to grow lifelong partnerships once the people in your network finally discover the benefits of said kale 🥬. There is a reason @42Macro, with thousands of customers in 80+ countries around the world, only has a ~3.5% attrition rate — one of the lowest for any product in any industry in the world (e.g., Apple $APPL has roughly 10% attrition for the iPhone). Don’t be the last to find out why. It’s better to improve your absolute and risk-adjusted returns instead. 💜

@CurveFinance @RyanSAdams $CRV the sleeping giant that is waking up .....

@RyanSAdams Guess

packing my bags for stablecoin summer - Circle (CRCL) - Aave (AAVE) - Maker (SKY) - Ethena (ENA) - Frax (FRAX) - Ether (ETH) what else should i bring?

@tmallard @HustleBitch_ Diesel will not do this. Propane or gas vapor

@HustleBitch_ Diesel/gas fumes collect in the bilge, it looks like it had spilled fuel or an open gas-can & inadequate ventilation long enough, seemed to be gasoline This is a well-known hazard, it had to be smelled yet unheeded, could've been a slight not strong odor Sadly 🕯

A boat exploded out of nowhere at a Florida marina. Slowed-down footage shows people getting launched like missiles. Be honest… does this look normal to you?

@PressSec $4.5+/gallon here....ain't cheap

💪🇺🇸

@RyanSAdams $17k is inevitable - I think this is significantly under priced

The case for $17k ETH is dead simple. ETH grows to $2 trillion as a global store of value just as bitcoin already has. Digital gold with yield. Nothing else in crypto has this potential.

@gunsnrosesgirl3 Negativity, hate, blaming....

What's an addiction no one talks about but is super common

@gunsnrosesgirl3 Caffeine

@freight_Dogs @APompliano Lol was gonna say, $5k a year? Where are they a dumpers in a meth lab?

@APompliano Why? That does not move the needle to me or my friends that are in prime baby making age. Cost of daycare for 2 kids is 5k a year

If the government is handing out $5,000 bonuses to moms who have a baby, we are going to see a baby boom unlike anything America has ever seen.

@mikealfred @APompliano Let alone the hospital bills to have said child

@APompliano $5000 doesn’t even pay for diapers and formula

@APompliano $5k doesn't even pay for the hospital bill to have the child. $500k, $5 million, we are talking different

@bennyjohnson And how does this help? That's a drop in the bucket and yet all this 'fraud' has lead to actually nothing...

DOGE has reached over $160 BILLION in savings. This is what I voted for.

@Sanddollarspit So you have a newer car? What's your policy coverage? Genuinely curious, not saying your wrong at all, just trying to understand why mine hasn't gone up vs everyone else.

@Crypto_Noopers Because the cost of business in WA is so expensive. From crime rates to hospital visits to mechanics were all listed by USAA.

I am desperate. There has to be something we can do. My car insurance premium has increased every 6 months at renewal for the last 3 years. It's gone up like 80% just because I live in WA. The insurance commissioners response was to search around for new insurance. I DID.

@PNW98338 @k74607492 @Sanddollarspit @JoeBiden @BarackObama Nah I'm good, I'm going to continue to speak out my truth because it's my right just as much as it's yours to speak out yours.

@Crypto_Noopers @k74607492 @Sanddollarspit @JoeBiden @BarackObama Get off this thread your obviously not inline with our issues.

@Genral_Malaise @Sanddollarspit Um okay? I am in Washington and my premium has not gone up....I drive a 2003 Toyota Corolla.....I don't have full coverage, so maybe that's it?

@Crypto_Noopers @Sanddollarspit That is not true if you're in WA.

@k74607492 @Sanddollarspit @JoeBiden @BarackObama Stop blaming people ffs.

Same and even though we've been dealing with broker, I called USAA and it was hundreds more than we're currently paying. He said it's due to all of the accidents and tickets, underinsured and uninsured. We're all getting screwed over. We can thank @JoeBiden @BarackObama and @georgesoros for facilitating their fckn illegal invasion.

@GuntherEagleman No, that is not how rule of law goes.

Should President Trump ignore the courts and keep deporting?

@RealJamesWoods Non Republican or Democrat here. Both parties are disgusting. There's a number of things there I do not want. Boarder closing? No thank you, we have a poor immigration process(years) and so an open board is good for us

How could any rational person (Democrats exempt) not want this?

@NickGallantin @DariusDale42 @realDonaldTrump @POTUS @federalreserve It's apparent you aren't a subscriber. There's enough data to show that yes they are levered, but they all could capitalize their debt while we are so levered beyond the funny level that the US lacks the liquidity to pay of debts. Even Japan has enough liquidity to pay it's debt

@DariusDale42 @realDonaldTrump @POTUS @federalreserve The Eurozone has the same issue. Japan the same. They are extremely leveraged. Is that what you call exceptionalism? It’s not. It’s simply MMT

Good morning, and God bless, #Team42! Today’s Key Macro Question(s): Will the @realDonaldTrump administration’s policy blunders trigger a balance of payments crisis in the US? US stocks are slumping as @POTUS escalated attacks on @federalreserve Chair Jay Powell, with National Economic Council Director Kevin Hassett recently confirming that Trump is exploring his ability to fire Powell. This follows Trump's latest criticism of the Fed chair for not cutting rates quickly enough. Reminder: Powell is not cutting rates because easing right now would exacerbate the selloffs in the US dollar and @USTreasury bond market for all the capital account and cross-currency-basis dynamics detailed in our 4/12 and 4/19 Around the Horn webcasts. S&P 500 futures dropped 1% and Treasury bonds dropped in price with nominal yields up 4bps on the 10yr and up 7bps on the 30yr. The US Dollar Index sank to a 15-month low and Gold rallied 2% to a new all-time high. Fed independence concerns and stalled tariff talks with Japan and the EU renewed the “Sell America” trade. While legal scholars argue a Fed chair cannot be easily dismissed and Powell has stated he won't resign if asked, White House commentary is forcing investors to grapple with potential fallout from Powell’s dismissal. In our 4/12 and 4/19 Around the Horn webcasts, we unpacked why the Trump administration’s threat to the US’ “exorbitant privilege” represents the biggest structural risk to the US economy and asset markets I’ve seen in my career. It is beyond clear in the data that “US exceptionalism” is a function of our chronic abuse of “exorbitant privilege” in the form of overconsumption by US consumers, overinvestment by US businesses, overspending by the US government, and under-taxing by the US government—and the rest of the world was happy to finance all that largesse because it gave them jobs. Moreover, that “exceptionalism”—which is still priced into US assets—can be taken away if the foreign investors become less willing to park capital in US assets. Mutually assured economic destruction is a non-zero risk if foreign leaders feel disrespected by the Trump administration and respond in a hawkish manner to domestic political pressure. A capital war hurts the US far more than it will hurt foreign creditors like China, Japan, and the Eurozone. As such, US assets are egregiously overpriced for any scenario that features currency instability that stems from a lack of central bank independence and a disregard for the rule of law that helps make the US “exceptional” to begin with. The US’ $24 TRILLION net international investment deficit is at risk of destabilizing capital outflows if we become the United States of Turkey. Our foreign creditors know this and smell blood. Japan Prime Minister Ishiba rejected continually conceding to US demands on tariffs, with the ruling Liberal Democratic Party calling US tariffs “highly regrettable” and warning they could “fundamentally alter the nature of free and fair economic order.” China warned other countries against signing US deals detrimental to Beijing’s interests, pledging to leverage its large market to protect companies from “external shocks.” All told, the risk to US asset valuations from a change in the international perception of US political risk cannot be overstated. We know that sounds like a political statement, but it is not. Very few firms across global Wall Street have performed as much extensive data-driven analysis on this subject as we have over the past few years via our Investing During a Fourth Turning Regime presentations. This is why we feel confident enough in our research and reputation as data-driven centrists to provide yet another public service announcement. The Trump administration must pay attention to these warnings before it is too late. Because once the US’ net international investment deficit dam breaks, there’s no telling how long it will take to repair. CC @SecScottBessent @SteveMiran @jamiesongreer @howardlutnick @elonmusk If you found this note helpful, please like and share. Thank you! Consistently making money and protecting gains in financial markets requires a lot of time, expertise, and computational power. Investors partner with 42 Macro because we do the heavy lifting and answer the hard questions for them. See for yourself: 42macro.com/42-macro-sampl…. Have a great day! -Skipper

@mattgaetz Empathy is lacking in this nation

Over-educated, under-loved white women are this nation’s true pandemic.