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Tether Signs Big Four Firm to Complete First Full Audit, Setting a New Quality Standard for the Digital Asset Economy Read more: tether.io/news/tether-si…

I’m snowed in & I feel like typing today so while your favorite discord/youtube analyst panic consults their AI let me catch you guys up Once upon a time metal demand was cyclical because industrial credit cycles were predictable while the market was in a steady low rate environment Covid liquidity mania forced an asymmetrical response from the fed to panic raise rates at the fastest pace in history which resulted in the mother of all deleveraging events in 2022 Mag7 has been in control of the market since & while most point to AI being the main driver... this is not true. Yes AI has been fueling demand and been the main character of the cycle but the core driver has been the fact that MAG7 stocks very simply don’t need cheap money from the fed.. they can handle their own because they make their own. Small caps & friends which many have been accumulating in anticipation of rates coming down have lagged for the opposite reason… they NEED the cheap money to fuel growth Powell is a dork who should have cut rates 2 years ago but chose not to in an attempt to influence the election and it’s been the core bottleneck of all the higher targets we have been aiming for this cycle Many will rush to disagree here and defend Powell even while their portfolios are in a terminal decline & they watch all their favorite childhood stores slowly close down & struggle to stay alive but you can’t negotiate with people like this This is by every definition Stockholm Syndrome Why do you think Trump keeps calling Powell “too late”? Trump might have his own greedy intentions but he really is trying to stop financial decimation. The market has been running on fumes and optimistic mania ever since the BTFP program ended and RRP depleted... SVB wasn't an accident it was a planned detonation to force the feds hand into a liquidity program (x.com/TVRN20/status/…) Metals right now are parabolic for many reasons on the demand side and it’s super real.. but it’s basically just the MAG7 trade 2.0 until trump becomes fed chair & rates stabilize Many will point to Trump & blame him for the chaos that's going down but these are people who don't understand cycles or the fed and think that overlaying M2 against your favorite chart means they understand liquidity MAG7 & Metals are the same trade. Its the flight to safety trade Its the milkshake trade The same milkshake trade i used in October 2022 when I made a public call for the top of the dollar and the bottom of the market and if you look at the chart (tradingview.com/chart/DXY/lta6…) you will notice we came right back down like a boomerang to where all this chaos started at the only support I labeled on the chart The core thesis behind this idea was not just technical analysis The core thesis is the same one I am pitching you right now today There is a reason I can still use the same models I built years ago... I don't predict. If you know how to read markets properly you don't need to change anything.. the market will just paint itself against your models. It's not about drawing lines its about measuring velocity and the forces that influence liquidity What I look for in markets is concentration of energy which in physics translates to Hooke's Law Money is energy & when energy is compressed it just becomes a matter of time This is the dollar milkshake trade 2.0 but with energy & liquidity being compressed in MAGs & Metals I told you guys 1 year ago to avoid anyone on this app who holds a political bias. You may not like trump but he is all you have right now and if you put your bias aside and turn down the noise it will all start to click What we have in front of us now is basically a post Covid market with sector wide crushed velocity This is the mother of all asymmetric opportunities and if you stay patient & play your cards right all of your dreams will come true as we enter the greatest wealth transfer in history Also Powell needs to be eradicated from the Fed and never allowed to make a financial decision in his life again