Sabitlenmiş Tweet
Satoshi Stacker
11.2K posts
Satoshi Stacker
@StackerSatoshi
Crypto Investor & analyst. Not Financial Advice
Katılım Mayıs 2020
770 Takip Edilen232.8K Takipçiler
After many reports that Iran plans to charge some form of toll or fee after the initial 60 day period, Trump has stated that there will be no tolls unless they are imposed by the United States.
English
Bitcoin is on track to have its worst June since 2022 with -13.25% so far.
English
Iran says they are re-closing the Strait of Hormuz.
The US claims it remains open to commercial traffic.
Meanwhile, representatives from both countries are on the way to Switzerland for potential in-person negotiations.
English
The US is reportedly sending a replacement negotiator in Vance's place to Switzerland, although it remains to be confirmed whether or not the talks are still suspended.
Satoshi Stacker@StackerSatoshi
After the in-person negotiations in Switzerland were suspended, Trump has stated that the US will "play out the 60 days".
English
What is your highest conviction trade for the next 1-3 months?
English
After the in-person negotiations in Switzerland were suspended, Trump has stated that the US will "play out the 60 days".
English
Saylor and the CEO of Strategy both made posts today that appear to be meant to reassure $STRC holders after it closed for the week at $89.
On Monday, we will find out whether or not they took actual action to address this recent drop.
Michael Saylor@saylor
Markets are closed today. Volatility is never easy. Bitcoin keeps working. So do we. Thank you for your support.
English
Don't forget, US tradfi markets are closed today so crypto gets to trade on its own for 3 days.
English
Now that $STRC has fallen significantly below par, people are remembering that Saylor himself stated that he used ChatGPT to design it ....
English
The move down for bitcoin:native from $67k towards $62k has come alongside an increase in US-based sell pressure.
English
This is NOT GOOD for Saylor and Strategy.
$STRC is crashing to new lows today in spite of Strategy's post that they have 32 years of dividend coverage via the $BTC reserve.
That post of course implies that they are willing to sell their BTC to cover STRC yield.
English
Strategy's $STRC fell even further today and closed below $90.
This is the lowest close since STRC began trading on the Nasdaq nearly a year ago.
English
Another major change: Warsh states that the Fed has "dropped" forward guidance.
He states that markets are more efficient when they pay attention to the data itself when it is released rather than trying to predict how the Fed will react.
Satoshi Stacker@StackerSatoshi
The Fed is about to change.... Fed chair Warsh just announced 5 task forces to examine and reform how the Fed handles 5 key areas of monetary policy: 1. Communications 2. Balance Sheet 3. Use/reliance on existing data sources 4. Productivity + jobs 5. Inflation frameworks
English
Fed Chair Warsh (Q&A):
-Fed policy looks restrictive in the housing market
-I would have a hard time calling policy restrictive if i look at what's happening in financial markets.
English
The Fed is about to change....
Fed chair Warsh just announced 5 task forces to examine and reform how the Fed handles 5 key areas of monetary policy:
1. Communications
2. Balance Sheet
3. Use/reliance on existing data sources
4. Productivity + jobs
5. Inflation frameworks
English
There has been a significant change in the length and detail of the FOMC statement with Warsh as Fed chair.
For comparison, here is the FOMC statement from April under Powell vs what was released today.
English
FOMC: 9 out of 18 FOMC participants forecast a rate hike in 2026.
Traders price in 42.8% odds of 25 bps of rate hikes by December and 15.6% odds of 50 bps of rate hikes.
English
The Fed will release their decision on rates and their quarterly economic projections in 1 hour.
Warsh will speak in 1.5 hours.
Satoshi Stacker@StackerSatoshi
Everybody expects the Fed to leaves rates unchanged tomorrow. The focus will be on the quarterly FOMC economic projections and what guidance Kevin Warsh gives during his first press conference as Fed chair.
English
TRUMP live from G7 summit:
-Stock market will continue to rise
-Some of the understandings between the US and Iran have not been written down
-If they don't honor the agreement, it is back to bombing
Satoshi Stacker@StackerSatoshi
TRUMP live from G7 summit: -The stock market is more brilliant than anybody except me -Oil is dropping like never before -Every time we talked about peace, the market shot up like a rocket ship -Iran will not have a nuclear weapon, that is 99% of what this was about
English