ShevY

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ShevY

ShevY

@ShevY_xx

finance @trylimitless | @trylimitlessfin

Katılım Ocak 2024
326 Takip Edilen1.3K Takipçiler
ShevY
ShevY@ShevY_xx·
@KobeissiLetter last time cpi printed 3.8% was may 2023. fed funds was 5.25-5.50% and powell said "more work to do." today funds is 4.25-4.50% and the market is pricing 2 cuts by year-end. one of these has to break. x.com/ShevY_xx/statu…
ShevY@ShevY_xx

since jan 2020: - cumulative cpi: ~29% - median us home price: ~+45% (case-shiller) - s&p 500: roughly doubled - gold: more than doubled cpi measures what you consume. asset inflation is the price of what you need to own to retire. later you start, less chance you make it.

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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: The odds of the Fed HIKING interest rates in 2026 surge to a new high of 31% after US CPI inflation hits a 3-year high. Just months ago, markets were pricing in 3+ interest rate CUTS this year. Rate cuts have been entirely priced-out.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: April CPI inflation rises to 3.8%, its highest level since May 2023. Core CPI inflation also rose to 2.8%, above expectations of 2.7%. We are now experiencing post-pandemic inflation levels amid surging oil prices. Odds of Fed rate HIKES are surging.
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Limitless
Limitless@trylimitless·
Prediction markets will replace options Prediction markets will replace perps Prediction markets will replace CFDs Prediction markets will replace sportsbooks Prediction markets will replace exchanges Prediction markets will replace hedging Prediction markets will replace analysts Prediction markets will replace news Prediction markets will replace polls Prediction markets will replace surveys
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Bull Theory
Bull Theory@BullTheoryio·
Indonesian Rupiah has literally gone 0 against USD. You are a millionaire in Indonesia if you have just $57.
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ShevY
ShevY@ShevY_xx·
indian stocks are all red. the reason is: - strait of hormuz, where 20% of global oil ships through brent crude is back at $107 - india imports 85% of its oil - the rupee just printed a record low at 95.32 to the dollar - foreign investors are dumping indian equities for a third straight day india is the world's third largest oil importer. meanwhile modi is on tv asking citizens to stop flying abroad and stop buying gold.
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ShevY
ShevY@ShevY_xx·
$mu: $50 in october 2023. $746 today. a literal 1392% rip in 25 months. over the same window, the s&p 500 returned roughly 40%. nvidia 5x'd. micron printed 15x. the most boring memory company on the index quietly outperformed the entire ai narrative trade. $mu was not in the reddit mention leaderboard a year ago - and now its the most discussed ticker with +56.6% wow growth.
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ShevY
ShevY@ShevY_xx·
every prior bubble topped between 40-63% concentration. ai big 10 just hit 40% of s&p 500. railroads 1880: 63% japan 1989: 44% tech & telecom 2000: 41% nifty fifty 1973: 40% ai big 10 : 40% time is ticking...
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ShevY
ShevY@ShevY_xx·
@SzabadonMagyar me in front of my pc every time market resolves in my side
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ShevY
ShevY@ShevY_xx·
sometimes the smallest things make life sooo much easier. like trading on a prediction market without doing the vpn dance every single time.
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ShevY
ShevY@ShevY_xx·
i think the apu is great .. that is why i was also depositing some stables there but the process of depositing and withdrawing back to usdc is not intuitive at all even despite i used lots of protocols - i had to try hard in order to make withdrawal so hope guys will work on it
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CryptoBob
CryptoBob@cryptobobtism·
@ShevY_xx @trylimitlessfin because deposit DUSD, earn 10%+ APY automatically, trade BTC ETH gold silver oil with yield on your margin the whole time. pretty simple UI, no strategy needed, just yield while you trade. that's mom friendly 👩‍👦‍👦 @ShevY_xx
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ShevY
ShevY@ShevY_xx·
perp dex vol: -67% since october. prediction market vol: $7b last week. leverage trading is cyclical. opinion trading is structural. and one of them onboards the next million traders onchain.
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ShevY
ShevY@ShevY_xx·
@sjdedic Hard times ->Strong men -> Good times -> Weak men -> Hard times.
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Simon Dedic
Simon Dedic@sjdedic·
Once again, I’m absolutely ashamed of being European. I just don’t understand how we manage to be this far behind in our thinking, every single time, until it’s too late. And still refuse to learn from our mistakes despite already being on our knees. Absolute clown show. The rest of the world is laughing at us and honestly, they should be.
European Central Bank@ecb

Stablecoins are not an efficient way to strengthen the international role of the euro, says President Christine @Lagarde. The best solution remains deeper capital market integration through the savings and investment union and a stronger safe asset base ecb.europa.eu/press/key/date…

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