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@Intuit_Trading
Co-founder @blckchaindaily | Trading Crypto for 13 Years | Creator
Katılım Şubat 2014
1.9K Takip Edilen7.9K Takipçiler
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🚨 BREAKING: A “Strategic Bitcoin Reserve” bill is being introduced in Congress
This would move Bitcoin from an executive order experiment to permanent U.S. law
If passed, it could lock in BTC as a sovereign reserve asset for the United States 🇺🇸
We are officially in uncharted territory for crypto + geopolitics. 📈💥
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Max pain is repeated bear traps while the market grinds higher with minimal corrections.
Iran, oil, inflation, rates, and the “AI bubble” narrative are enough to scare short-term, one-dimensional retail traders. But structurally, many of these risks point toward higher inflation and negative real rates, not true monetary restriction.
The Iran conflict is increasingly priced in. The net effect is higher oil prices, higher inflation pressure, and more pressure on policymakers. Retail hears “higher inflation means higher rates” and assumes bearish. But higher nominal rates are only truly restrictive when they exceed inflation. If rates are chasing inflation from behind, real rates remain negative, and monetary policy is still permissive.
Rates rising alongside accelerating inflation is not the same as tight money. From 2020–2022, markets ripped while inflation and rates rose. The pressure only really shifted when inflation cooled and policy rates moved closer to neutral or positive real territory.
Higher rates also worsen the fiscal problem. Interest expense becomes a larger share of tax revenue, increasing pressure for financial repression, deficit monetization, or policies that ultimately keep real rates negative. That is not structurally bearish for nominal asset prices.
As for the “AI bubble,” it is likely far too early to call the top. AI task-completion ability is compounding rapidly, and what AI can do today is only a fraction of what it will likely be capable of in the next few years. Most companies are still in the R&D and early implementation phase. They have not yet fully integrated AI into workflows, margins, productivity, or operating leverage.
This looks less like the end of a bubble and more like the mid-1990s internet/computer adoption phase, when the market began realizing the technology would transform business before the full earnings impact had even arrived.
For these reasons, the bearish narrative does not hold together. The more logical outcome is continued upside, repeated bear traps, and shallow corrections that punish anyone waiting for the “obvious” crash.
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🚨BREAKING: @TRON_INC REPORTS Q1 $TRX HOLDINGS INCREASED TO $225M; NET INCOME OF $21M v NET LOSS OF $0.6M IN Q1 2025; UNREALIZED GAIN OF $20.7M, STAKING GAIN OF $3M

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@SatomotoC Maybe in 10 years but it's hard to tell, and unless they somehow get their debt under control it would probably be best to not be holding dollars (or any fiat currency) for too long
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@Intuit_Trading Have you looked into when the next secular bear will be(if there ever will be.. in a fiscal dominance regime)?
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The market keeps dipping on any little negative iran headline and its always a buying opportunity 😏
Blockchain Daily News@blckchaindaily
🚨BREAKING: IRAN'S ISNA SAYS PARTS OF AXIOS REPORT ARE SPECULATION
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@SatomotoC Inflation is bullish for crypto. When we had the last wave of inflation in 2020-2022 was when crypto was doing the best. This next wave could be even bigger.
Whatever happens with the war is unpredictable in the short-term, but the oil shock has damaged supply chains for years
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@Intuit_Trading You no longer think the war started THE next inflation wave?
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Not really the same at all. Blockone issued EOS tokens and sold them for BTC, but the EOS token holders had no claim on the BTC and Blockone had no obligation to EOS holders, so they just walked off with the BTC and didn't support EOS at all.
Treasury companies are selling shares to acquire BTC, and those shares give an indirect ownership claim on the BTC held by the company (with preferred shares like STRC having seniority), so the incentives of shareholders and treasury companies are generally aligned, and the companies have an obligation and fiduciary duty to their shareholders.
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@Intuit_Trading @koreanjewcrypto And now 'treasury companies' and STRC are doing something similar.
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It’s pretty wild Eos raised 4 billion dollars and nobody ever says shit about Dan Larimer 😂

Alex Kehr@alexkehr
it’s pretty wild that VCs poured billions into web3 and the category didn’t produce one breakout company
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🚨BREAKING: JOINT STATEMENT FROM @SENTHOMTILLIS @SEN_ALSOBROOKS ISSUED SIGNALING CLARITY ACT COMPROMISE IS LIKELY FINAL

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🚨BREAKING: TRUMP'S WORLD LIBERTY FINANCIAL $WLFI COUNTERSUES @JUSTINSUNTRON FOR DEFAMATION IN RESPONSE TO ALLEGATIONS OF FRAUD


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