Oldholder retweetledi
Oldholder
506 posts


We are now live with the FIRST day of the #DreamLeague Season 29 Playoffs!
📺 twitch.tv/esl_dota2
🔥 twitch.tv/esl_dota2ember
🔴@esldota2/streams" target="_blank" rel="nofollow noopener">youtube.com/@esldota2/stre…
#dota #dota2

English
Oldholder retweetledi
Oldholder retweetledi
Oldholder retweetledi
Oldholder retweetledi

Welcome to the most asymmetric trade in modern financial history.
The thread below lays out why. The opportunity exists because capital has chased the AI trade while ignoring the physical assets AI requires to run — assets that have quietly become the best-performing asset class of the decade. Since October 2020 when we first called for the commodity super cycle: QCI Total Return +217%, GSCI Total Return +205%, Gold +140%. NASDAQ trails at +130%. S&P 500 at +85%. The top three are all commodities. Yet oil cannot get out of its own way while copper and the broader atom complex prints fresh highs . That is the dislocation. That is the trade.
Get long. Buckle in. Hang on for the ride.
Forgive the longer posts in this thread — attempting to mimic my old 10-bullet commodity takes. On to it.
English
Oldholder retweetledi

@Oldholder_BTC Hi MEXCer sorry for the inconvenience caused.
Could you please provide me your UID via DM. So that we can assist you better.
English
Oldholder retweetledi
Look for Fed in coming YEARS to suggest that the long standing 2% "normal" inflation target should be "realisticaly set in the 5% to 10% range"
Harald Malmgren@Halsrethink
Look for Fed in coming months to suggest that the long standing 2% "normal" inflation target should be "realisticaly set in the 3% to 4% range"
English
Oldholder retweetledi
Oldholder retweetledi

Available on all paid plans.
Read more: claude.com/blog/agent-vie…
English
Oldholder retweetledi
Oldholder retweetledi

WARREN BUFFETT IS WARNING US AGAIN
The last time he did this, a generation of investors got wiped out
Look for yourself:
Dotcom (1999) - "Euphoria is the enemy"
Then Nasdaq crashed 75%. Took 12 years to recover
AI Bubble (2026) - "We've never had people in a more gambling mood than now"
He's saying it again. And he's backing it up
Berkshire Hathaway now is sitting on $397 billion in CASH
Not stocks. Not assets. CASH!
The man who called Dotcom is not buying a single thing
When the smartest money alive goes to the sidelines - I go too
FOLLOW + NOTIFS ON!
bee🐝@0xbeehive
S&P 500 IS FLASHING THREE RED FLAGS AT ONCE Price is going up. Everything else is going down 1. Volume in a downtrend - no real buyers behind this move 2. RSI overbought - the rally is running on fumes 3. MACD weak and rolling over - momentum is already failing When price disconnects from volume, RSI, and MACD at the same time - it doesn't end well The momentum is already dying This rally is not confirmed, so any correction will be very painful. Get ready! FOLLOW + NOTIFS ON!
English
Oldholder retweetledi
Oldholder retweetledi

Nobody is talking about what actually happened in the market yesterday.
$2.6 trillion in S&P 500 call options traded in a single day. One day. The highest number ever recorded in market history. The chart goes back to 1999. Nothing comes close.
Here is what that means in plain English. A call option is a bet that prices go higher. When traders buy millions of these bets at once, the market makers who sold those bets are forced to buy the actual stocks to protect themselves. That buying pushes prices up, which makes more people buy calls, which forces more stock buying. The loop feeds itself.
The market goes up not because of fundamentals. It goes up because of pure mechanical force.
60% of all S&P options traded yesterday were calls. Not a normal day. Not even close.
Goldman Sachs had a name for it. Their own traders called it a "semi-irrational chasing mode." That is Wall Street's polite way of saying the market has lost its mind a little.
The Philadelphia Semiconductor Index RSI just hit its highest level since 1999. That was the dot-com peak. Nobody is saying this is 1999. But the market itself is drawing the comparison.
Here is the risk nobody wants to say out loud. When options expire or positions unwind, the mechanical buying stops. And it can reverse just as fast as it started.
The rally is real. The all-time highs are real. But $2.6 trillion in one day tells you this move is running on jet fuel, not fundamentals.
What happens when the tank runs empty?

English
Oldholder retweetledi








