Scotty V
1.6K posts

Scotty V
@Sure_Shot_Scott
Makes cool things. Opinions are my own
Katılım Kasım 2017
15 Takip Edilen245 Takipçiler

@dannyinvests02 @benjamincowen They said the same thing all of 2025. Bitcoin dropped anyway. It's a stupid perma bull narrative. Follow the charts from past bull markers not narratives
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@benjamincowen Benjamin I understand you remain bearish, but what are your thoughts on major institutions stacking Bitcoin every single day? The fact they buy more than is mined each day is insane. Do you think despite that we will still see more downside?
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@ljchandler11 @benjamincowen Could it be they looked at a chart from last bear markets?
Crypto tourists are smooth brained as hell
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@benjamincowen All these accounts with big followings calling for lower….who’s paying you?
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@benjamincowen We've rallied into every FOMC meeting then sold off every time it seems.
April 29th next one
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@benjamincowen Would like to see a poll for BTC bottom this cycle. Bet for me is roughly 50k
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@stevehou What people fail to realize is the stock market could crash and would still be in an uptrend. The history of the market is one giant uptrend. No one thinks macro level. It’s all over-leverage with 1 min charts.
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This is exactly the kinda attitude that led to the Black Monday in 1929: complacency. It was also a Swiss vol trader who triggered the avalanche almost 100 years ago. It’s all in Andrew Ross Sorkins’s book 1929, which I’ll definitely read at some point. #1929 vibes.
david@sdav1986
Can’t wait to hear your takes on how we crash on Monday this weekend. Much appreciated.
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@JusDayDa @HormuzLetter Obama was in Libya for 7.5 months and ignored the War Powers resolution as well
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@HormuzLetter Trump only has 6 days left before Congress is required
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@1mrr4c @FmrRepMTG he didn't drain the swamp. young people want fucking change
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Any Republican that wants a future with Gen Z support better distance themselves from Trump.
He has failed them.
Political Polls@PpollingNumbers
New - Trump approval poll (Gen Z) 🟤 Disapprove 76% 🟢 Approve 24% Survey monkey #B - 4/13
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Momentum is having an insane run right now. It's the biggest 18-day rally since June of 2000, which came after the dot com bubble's peak in March of 2000. Per BTIG's Jonathan Krinsky:
"The GS High Beta Momentum Long Index (GSCBHMOM) is having its second biggest 18-day run in history, exceeded only by June ‘00 which came after the initial -60% crash off the March ‘00 peak. Much of this can be attributed to semis, but there are also Electronic components, Optical, Data Center, and Infrastructure. In other words, a pretty broad based AI basket.
The only other times when high beta momentum had a 30%+ gain over 18-days into a 52-week high was Nov. ‘99 (+34%) and Feb. ‘00 (+33%). So this is the largest 18-day gain into a new high on record. Of course the index doubled from Nov. ‘99 to the final peak in March ‘00, but that was a generational top in tech and momentum."

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ALERT: 72-year-old man arrested for hitting a group of cyclists after honking and heckling them for taking over the road in Georgia.
Jerry Ross was driving when he pulled up behind a group of 10 cyclists in the road.
He began honking and heckling the cyclists, and one of them started filming.
Ross then sped around them while laying on the horn and hit 2 of the cyclists, causing minor injuries, before driving away.
Ross, when confronted by police about the incident, blamed the cyclists for taking up the road and causing the collision.
He was arrested and is charged with two counts of aggravated assault, hit and run, and reckless driving.
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Stocks at all-time highs!
War — bullish
Inflation — bullish
Sticky inflation — bullish
Record valuations — bullish
Rate cuts delayed — bullish
Higher-for-longer — bullish
Yield curve distorted — bullish
Deficits exploding — bullish
Debt at records — bullish
Treasury supply surge — bullish
Central bank trapped — bullish
Earnings revisions down — bullish
Margins compressing — bullish
Consumer slowing — bullish
Credit card delinquencies rising — bullish
Commercial real estate stress — bullish
Geopolitical tension — bullish
Supply chains shifting — bullish
Energy volatility — bullish
AI disruption — bullish
AI overspending — bullish
Bad news is good news.
Good news is even better.
Liquidity over logic.
Momentum over meaning.
Don’t ask why—just ask how much higher.
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@rationalaussie Normally business cycles end in a hard crash (recession). Oil spikes typically preclude them

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@rationalaussie Data backs this up.
New job openings and hires declining steadily.
However, once a recession happens in next year or two, things can recover.
Economic conditions are more important than AI doomerism

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@billybinion Yes, have sympathy for the people robbing you.
That's worked out well for us.
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I didn’t like USAID. But watching people gleefully mock a woman for having to start over at ~60 is bleak. You can disagree with someone’s politics without losing basic empathy. The internet has broken a lot of brains.
Alec MacGillis@AlecMacGillis
"Sheryl Cowan, 57, was making $272,000 a year as a senior VP at a U.S.A.I.D.-funded nonprofit when she was let go at the end of March 2025. Last month she had an online interview for a $19-an-hour job managing a Penzeys Spices store in Falls Church, Va." nytimes.com/2026/04/21/us/…
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