Naira
24 posts


@Washigorira Do you think we will retest the $88k level and close the 2 CME gaps before going higher?
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Naira retweetledi

Gold has been on an absolute tear while Bitcoin chops sideways and equities remain mixed. This divergence matters more than most people realize.
Commodities typically run at the very top of liquidity cycles, right before the rollover into risk-off conditions. Then cash becomes king during the decline, eventually bonds at the bottom, and the cycle repeats. We might be in that late-speculation commodities phase right now.
The asset allocation cycle through liquidity regimes:
Early cycle (liquidity rising from lows): This is when you want long exposure to equities and crypto. Risk assets perform as liquidity floods back into the system after bottoming conditions.
Mid-cycle (liquidity continuing higher): Equities remain strong, risk assets continue grinding higher, speculation increases as conditions improve.
Late cycle (liquidity at peak): Commodities start catching a bid. Gold specifically tends to run as the cycle matures and investors begin rotating toward hard assets and inflation hedges. This is the speculation phase.
Downturn (liquidity declining): Cash outperforms as risk assets sell off. Defensive positioning matters. This can last 12-15 months historically.
Bottom (liquidity finding lows): Bonds perform, volatility peaks, fear is maximum. This sets up the next cycle.
Where we are now:
Gold has gone parabolic over the past 3-4 months while Bitcoin pulled back 35% from highs and equities have been choppy at best. This could be signaling we're at the late-cycle inflection point where commodities run right before liquidity conditions deteriorate.
According to Michael Howell's research at Cross Border Capital, global liquidity has likely peaked. We've now seen three consecutive weeks where absolute global liquidity values have ticked down after hitting all-time highs. Rate of change has been declining since late summer.
Why gold running matters:
In the framework of liquidity cycles, commodities outperforming while risk assets struggle is a classic late-cycle tell. It's not that gold going up is bearish; it's that gold going parabolic while everything else chops or declines suggests the music might be about to stop for risk assets.
This happened in late 2021 before the 2022 downturn. Commodities started catching bids, Bitcoin topped out, equities got choppy, and then liquidity rolled over into a 12-month bear market.
The counterargument:
This could also just be a temporary divergence that resolves with risk assets catching back up to gold's strength. AI infrastructure spending is unprecedented. Trump administration has incentives to keep markets supported heading into midterms. Fed could pivot more dovish than expected at next week's FOMC.
But ignoring the possibility that we're late-cycle because you want markets to keep going up is how portfolios get damaged. Gold's strength relative to everything else is data, and that data fits the late-cycle commodity outperformance pattern.
While I'm not predicting crashes, it's important to point out that the asset class rotation we're seeing aligns with what happens when liquidity cycles mature.
What's your take: is gold's run a warning or just an opportunity in a rotating market?


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The X algo just changed.
I spent the last 8 hours researching it, here's what I learned:
- Post no more than 4 times a day
- Reply to both BIG and SMALL accounts
- Quality posts, but if you use over the max characters it deboosts
- Images on EVERYTHING, text based posts are considered scams
- Anyone with more than 3 profiles mentioned in their bio is deboosted
- People from England are deboosted, VPN to access the site if you live there
- American Accounts have the highest reach on the timeline
- Posting positive interactions with X team boosts algo
- Profanity is no longer considered a 'negative engagement'
- Receiving a single community note shadow bans you for 24 hours

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@StackerSatoshi Not again! I have permanent emotional damage after Friday's crash. 🥲😂
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Naira retweetledi

EVERY CRYPTO HOLDER SHOULD READ THIS 🚨
Your crypto may be at risk 😱
➺ A major security issue is happening in the JavaScript software world.
➺ A trusted developer's account on NPM (a platform where JavaScript code is shared) was hacked.
➺ The hacker added harmful code to some widely used software packages, which have been downloaded over 1 billion times.
➺ This means many websites and apps could be affected.
➺ The harmful code secretly changes crypto wallet addresses during transactions, stealing money from users.
What you can do:
► If you use a hardware wallet (a physical device for storing crypto), carefully check every transaction before approving it. This keeps you safe.
► If you use a software wallet (an app or program), avoid making any crypto transactions for now.
► It’s not yet clear if the hacker is also stealing private keys (like passwords) from software wallets.
Stay cautious until the issue is resolved.
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Naira retweetledi

Ethereum hit $4200 today so as promised i will be giving away $2,500 ETH to 5 people in next 48hrs.
Like and repost this
Follow - @BullTheoryio
Join TG - t.me/BullTheory
If magically ETH hits $5,000 in next 48hr, I will add $10,000 more to this.

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