Jim
970 posts


Wait.
You liquidated your entire portfolio at Extreme Fear two days ago.
"Market conditions too uncertain"
"Didn't behave like normal cycle"
"Something broke"
Now GDP misses and suddenly:
"They HAVE to cut rates!"
Bro.
You sold at the bottom.
Now you're bullish on the news?
This is peak retail timing.
Sell the fear → Miss the setup → Chase the move.
You liquidated BEFORE the catalyst that forces rate cuts.
That's not risk management.
That's panic selling then FOMO'ing the reason you should've held.
Pick a thesis that lasts longer than 48 hours.
This is the masterclass in bad timing.
And you're teaching it to a million people.
Do better.
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Now they HAVE to cut rates!
The Kobeissi Letter@KobeissiLetter
BREAKING: US Q4 2025 GDP growth slows to +1.4%, well below expectations of +3.0%.
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@cryptomanran That is why I stop watching your videos after 60 seconds
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For the first time in 12 years, I’m questioning Bitcoin’s thesis.
It’s not the drawdown that concerns me; it’s how Bitcoin responded when markets genuinely moved into risk and uncertainty.
$BTC evolved from “peer-to-peer cash” into “digital gold.”
We fought for ETF approval.
We fought for institutional access.
We wanted it inside the system.
Now it is. There is nothing to fight for anymore.
So when tariffs, currency tension, and fiscal instability hit, this was the moment Bitcoin was supposed to behave like a store of value.
Instead, capital ran to gold.
Institutions had access. There were no barriers left.
That’s the uncomfortable part.
If it’s not used as cash, and it didn’t meaningfully absorb the stress bid, then what exactly is the narrative?
Retail participation is near multi-year lows.
Early evangelists have largely exited.
Even aggressive weekly buyers can’t generate sustained momentum.
That doesn’t mean Bitcoin dies.
But it does mean the thesis isn’t unquestioned anymore.
What’s interesting is I’m worried about Bitcoin, not crypto.
Because the next wave isn’t ideological.
AI agents won’t use banks.
They won’t use credit cards.
They’ll need instant, programmable settlement rails.
That’s crypto.
In my new video, I unpack why I think Bitcoin failed this cycle’s defining test and what is likely to happen next.
[link in comments]

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Slow markets are when you should be building, not stressing. Most people either stare at dead charts all day or completely zone out.
Build your systems while it's quiet. When things heat up again, you'll be ready to execute while others are still doing everything the hard way.
The real edge comes from what you build during the boring times, not from forcing bad trades.
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I am often asked:
Which is a better investment?
Gold or Bitcoin.
Obviously I would say both for diversification of assets and add silver.
Yet if I had to choose only one asset I would choose Butcoin.
Why?
Because gold is in theory infinite. When the price of gold rises more gold miners, which I am….will dig more more.
Bitcoin, by design is limited to 21 million…. a number which we are near now.
That means….by design….no more Bitcoin can be added after 21 million are mined.
Brilliant. That means the price of Bitcoin should only go up.
Glad I bought my Bitcoin early.
I am still actively mining for gold and drilling for oil.
Take care.
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Jim retweetledi

@AndreasSteno @ThomAquinas77 That’s an asshole response. It might as well be in the EU. They left and will probably rejoin it sometime in the future.
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To all the Americans lecturing us in Europe about immigration: can you name one major city in the EU where the mayor publicly calls upon Allah and the Quran on stage?
Please get your own house in order before lecturing us.
The Rubin Report@RubinReportShow
🚨BREAKING: Mayor Mamdani signs an order to protect illegals from ICE, and calls on New Yorkers to look to Islam and the Prophet Mohammed as he quotes the Quran
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@__Wait_for_it_ I agree, but it was kinda the Americans that questioned that
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@RoundtableSpace @grok add an animal to the picture that you think best represents this number
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Every day, I get more worried about this market.
Literally no bounces. OGs exiting. Miners leaving.
And we just broke a level we NEEDED to hold..
I warned you last week things could get messy.
Here's what I'm doing now.
Emergency update.
Watch now👇
youtu.be/KKAa_7GwkQE

YouTube

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This was the goal.
It's easy to shill alt season and be loved by everyone.
It's harder to tell people the truth.
But in the end, people appreciate the truth.
Alan Mangan@olaizola08CL
@intocryptoverse You saved me a life changing amount of money. I would have gone all in on alts in the last bear market. The Bitcoin dominance education saved me. I hope I’ll get to thank you in person one day
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