Louis Teo retweetledi
Louis Teo
3.4K posts

Louis Teo retweetledi

Liquidity Floodgates Open As 3 Central Banks Unexpectedly Cut Rates In Under 24 Hours zerohedge.com/economics/liqu…
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Louis Teo retweetledi
Louis Teo retweetledi
Louis Teo retweetledi

How much money you'll make in the next Bull cycle will literally depend on how 'Active' you are in the bear market. This is the rule. The only rule. If you become lazy during bear market, there's no way you'll get rich when everything Pumps. I can't explain more.
Just one little advice of cringe sounding words but the realest advice.
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Louis Teo retweetledi
Louis Teo retweetledi

Nothing new here. It’s just The Everything Code playing out. The Fed won’t start QE until they can roll over debts at more sustainable levels – meaning rates have to come down first.
Plus, the Fed's got other tools, and they've been working with the Treasury since Covid to smooth out the QT impact through the TGA and RRP.
Also, when we talk about “moar cowbell,” we're talking about global liquidity, which can come from the PBoC (for example), private credit creation, rate cuts, a weaker dollar, or lower bond yields. All of these ease financial conditions and support growth.
Back in 2017, the Fed was a small player in the liquidity game. In fact, the Fed was doing QT and hiking rates all year, yet risk assets still flourished and Bitcoin did a 23x following the sharp but short 28% correction in January.
Bottom line: it’s not just the Fed in this equation, and QE is not a prerequisite to rising liquidity conditions. We’ve seen that play out over the last two years.
Finally, Chinese rates are now approaching zero, which means the odds of China QE are rising significantly.
Phase One: Rate cuts.
Phase Two: Debts get monetized.
This is The Everything Code playbook.

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Louis Teo retweetledi

Everyone gets horny about M2 because they think rising M2 = liquidity = uponly.exe
So they must be confounded by the fact that Global M2 is pushing new all-time highs but their shitcoins continue to underperform
Whilst rising M2 does appear to support things of actual value (equities, Bitcoin, gold etc.) your shitcoins are purely a phenomenon of speculative excess
If you want to see speculative excess, you need surplus dollars to those being spent in the real economy — now look at this chart and tell me what you notice…
If you need some help, Global M2 (blue) has been growing at roughly the same rate as Global GDP (white) this cycle (of course, there is lag in this data), ergo where is the surplus currency to funnel into speculative excess?
Looking for the reason why this cycle has felt more difficult than previous ones? I believe this is precisely why
For all the easiness of financial conditions over the past 2 years, most of the growth in M2 globally is being spent on goods & services
You want shitcoins to outperform BTC en-masse, you need Global M2 growth to outpace Global GDP growth — this in turn allows for an excess pool of nominal currency with nowhere to go except speculation (and to a lesser degree consumer inflation & being hoarded)
Throw this chart into ChatGPT or Grok and see what they have to say…
I write about this phenomenon at length in my Financial Deepening post at @OstiumLabs:
ostium.io/blog/understan…
(P.S I also believe this explains why since the 1990s we’ve seen historical peaks in equity PE ratios become modern troughs)

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@NaniTheHeck Do you have a core group chat or a broadcast channel sir ? 🫡
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over time, i just came to the realization that no matter what. it is nearly impossible to have a permanent core group around. it is temporary, bond through common shared-interest for the time being.
other smart autist would rather form their own groups and be the main character than dealing with people.
5 years from now, an autist would purely only have their own set of AI agents to whatever special interest they are in.
skip all of the inefficiencies that are previously “accepted” to have feedbacks on ideas.
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cycle of private crypto chats:
goes quiet during consolidation/ sideways phases of the market, except for the 1 retarded autists still info-dumping every single day.
by bear market, entire chat dies with most normies not returning.
new cycle of getting new member starts. tough work again finding like-minded people.
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Louis Teo retweetledi
Louis Teo retweetledi

Woah, this is cool. Keeping up-to-date on Web3 thx to @Chain_GPT and their AI News service!. Navigating Black Swan Events in the Crypto Industry app.chaingpt.org/news/14366/Nav… Black Swan Events in the Crypto Industry
#ChainGPTAI
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Louis Teo retweetledi
Louis Teo retweetledi














