クォン

While April CPI inflation rose to 3.8%, inflation is much higher in many basic necessities: 1. Energy Commodity Inflation: +29.2% 2. Gasoline Inflation: +28.4% 3. Airfare Inflation: +20.7% 4. Energy Inflation: +17.9% 5. Electricity Inflation: +6.1% 6. Fruits and Vegetables Inflation: +6.1% 7. Hospital Services Inflation: +5.5% 8. Motor Vehicle Repair Inflation: +5.1% 9. Apparel Inflation: +4.2% This has driven cumulative inflation since 2020 to +29%, meaning goods that cost $100 in 2020 now cost $129 today. Inflation remains a major issue for Americans.

for some bizarre reason ETH dumping on speculation of taxing of highly profitable assets. Only thing ETH has delivered in the past year is NOLs

片山さつき財務大臣、🇺🇸べッセント財務長官と会談🇯🇵🤝🇺🇸 為替、サイバー脅威、重要鉱物サプライチェーン強化など、幅広い分野で情報連携を図りました👍✨ また🇺🇸べッセント財務長官は午後4時から高市総理との会談を予定✨

Two Democrats, Coons and Fetterman, voted yes on the motion to proceed with Warsh's Fed nomination.

Industry is waiting on tenterhooks for the new text of the Clarity Act to be released by @BankingGOP tonight. If the January markup is any indication, the text could drop sometime between now and midnight ET.

Pro-tip to video creators: Add captions to your videos. Most people scroll Timeline with volume off. It will increase engagement on your content by 5x. We’ll be adding this natively to our video uploader soon.

My only real mistake was the timing. Instead of late Q1 2026 to early Q2 2026, it ended up being more around mid Q2 to early Q3 2026. But you need to understand something, and I already explained it many times: It’s not about perfect precision down to the exact day, exact hour or exact minute. It’s about proximity. I was one of the most vocal people about this entire #alts outperformance thesis while constantly updating everything in real time. I never disappeared. I never went hiding when things got difficult. I never abandoned the thesis halfway through like most people do. I stayed with it publicly the entire time while updating the view step by step as the market evolved. I even openly acknowledged when the timing was slightly off, but I never deviated from the core thesis that an altcoin outperformance phase was coming. That’s the difference. Most people either stop talking, delete posts, switch sides every two weeks or pretend they never said anything once pressure appears. Meanwhile I kept documenting everything publicly in real time from beginning to end. It’s about having the correct thesis, the correct direction and the correct overall outcome while updating the view in real time as the market evolves. And despite the timing delay, the core thesis about the altcoin outperformance phase was still correct 📌 Thank you for the attention to this matter 🫡

米国財務長官からもツイートがありました。

Key Events This Week: 1. April Existing Home Sales data - Monday 2. April CPI Inflation data - Tuesday 3. April PPI Inflation data - Wednesday 4. OPEC Monthly Report - Wednesday 5. April Retail Sales data - Thursday 6. April Industrial Production data - Friday More crucial inflation data is ahead of us.

In advance of @POTUS' historic summit with President Xi in Beijing, I will depart on Monday for a quick series of meetings in both Japan and South Korea. On Tuesday, I will meet in Tokyo with Prime Minister @takaichi_sanae, Finance Minister @satsukikatayama, and other government and private sector representatives for discussions on the U.S.-Japan economic relationship. On Wednesday, I will stop in Seoul for a discussion with Vice Premier He Lifeng of China, before continuing on to Beijing for the Leaders’ Summit between President Trump and President Xi. Economic security is national security, and I look forward to a productive series of engagements as we work to advance President Trump’s America First Economic Agenda.

⏱️ NEXT WEEK WILL BE BIG: ➡️ May 14: The Senate Banking Committee has scheduled voting on the Clarity Act ➡️ May 15: Jerome Powell‘s term as FED-Chair ends ➡️ May 16: Pro-Crypto Kevin Warsh will replace Powell as new FED-Chair SO IT BEGINS 🙏🏼

Let’s make America the crypto capital of the world.

Also I’m not an Avenger and I do not possess the time stone. So I’ll say this one more time When you make profit from the February 6th lows, you take profit. Don’t be greedy. And don’t mistake the #altcoin outperformance thesis for the start of a brand new multi-year bull cycle because this is exactly where the trap is set like I’ve explained many times already. It’s really that simple. Don’t expect me to take you by the hand every single step of the way. Now as for May 14th and May 15th, those are dates we need to monitor very closely. Why ? Simple. Number 1 I told you long ago about the Jerome Powell window since his term comes to an end around May 15th 2026 📌 x.com/chainshinobi/s… 👁️ Number 2 📌 We also have the Senate Banking Committee scheduling the Crypto Clarity Act vote for May 14th at 10:30 AM EST. So both events are happening almost at the same time which creates an important confluence window. Now if the outperformance phase continues beyond those dates, then personally I would expect an extension of roughly another 30 days toward mid June / early Q3. Why ? Because the outperformance itself started around 30/40 days later than my original projected window. So it’s logical and safe to also apply a 30/40 days deviation to the potential ending window as well. Again… It’s not about exact precision down to the minute. It’s about proximity, confluence and correctly navigating the overall market direction.

@andyperbonie Bitcoin not crypto! Buy Bitcoin, coldstore it. Simples.

One of the more interesting signals in the data right now is that the yield curve continues to flatten despite a significant increase in oil prices on a trailing three-month basis. Historically, in a more traditional economic cycle, an energy shock that is being monetized by the Federal Reserve would steepen the curve, not flatten it. The Fed is not monetizing this energy shock. In our view, the bond market may be beginning to discount something much more powerful: the deflationary impact of artificial intelligence and technologically enabled productivity gains across the economy. The cost to train AI models is falling dramatically. Inference costs are collapsing even more rapidly. At the same time, productivity growth appears to be accelerating beneath the surface of the official data, while unit labor costs remain remarkably subdued. Much of the market narrative today is centered around tariffs, deficits, and structurally higher inflation. Yet the underlying signals increasingly suggest that disinflationary forces tied to innovation are building momentum. We believe inflation is likely to surprise on the low side over the next 6–9 months. If that proves correct, the implications for interest rates and long-duration equities could be profound. Historically, the market has tended to underestimate the speed and scale at which technologically driven innovation can reshape the macroeconomic environment. I share my thoughts on this month's episode of In The Know.

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🚨NEW: @BankingGOP Committee markup of the Clarity Act set for Thursday, May 14 at 10:30 AM EST.

🚨NEW: Banking trades are mounting a coordinated push for revisions to the stablecoin yield compromise ahead of an expected Clarity Act markup next week, arguing the current language still leaves room for rewards programs that could effectively replicate yield. @bankpolicy, @ABABankers, @ICBA, @FSForum, @NatBankers1927 and @ConsumerBankers sent proposed edits to @BankingGOP leadership despite signals from @SenThomTillis and @Sen_Alsobrooks earlier this week that the issue had been settled. A Senate aide who reviewed the letter described the effort as “pretty milquetoast,” saying members have already shifted their focus to wrapping up other issues in the bill like ethics, suggesting the trades may struggle to gain meaningful traction on reopening the yield debate.

We truly are witnessing history right now. It's clear that the period we are in now will be referenced for decades to come. The S&P 500 has added +$10 trillion in 29 days, semiconductor, AI stocks are surging 100%+ in weeks, and the Trump Administration is up +550% on Intel. When we began emphasizing the need to own assets to win in this market over 12 months ago, this is exactly what we meant. While inflation is back and the labor market has weakened, it simply does not matter right now. In fact, the return of inflation has only intensified the scramble for yield and hard assets that can preserve purchasing power. Look at the data: just 5 stocks have accounted for ~50% of the S&P 500’s total gains since April 1st. These same tech giants driving the market higher are gaining even more momentum amid rate cuts, deregulation, and historic inflows into equities. Asset owners are experiencing one of the greatest wealth expansions in modern history while everyone else is being left behind. Our 12+ month thesis has materialized.

FIRST ON FOX: President Trump has directed federal agencies to begin the process of identifying and releasing government files related to UFOs and extraterrestrial life. The move follows "tremendous interest" from the public and promises a level of transparency into unidentified aerial phenomena never before seen from the U.S. government. The administration’s push for disclosure has drawn bipartisan support, with officials noting that the American people deserve answers to decades-old questions regarding potential non-human activity.