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nobody
3.9K posts
nobody
@bpweb33
Helping you about macro without the daily panic
Katılım Mayıs 2017
971 Takip Edilen845 Takipçiler
My analysis for the week is this..
+ Oil has become a central macro variable again
+ Fed cuts have become more nebulous
+ Bitcoin reacted better than many expected
+ AI continues to drive capex on an extreme scale
Which of these 4 theses do you think the market is still mispricing?
English
Você não investe em Bitcoin apesar da volatilidade.
Você investe por causa dela.
É a volatilidade que ainda permite acúmulo.
Quando o mercado entender o que está segurando, essa janela fecha.
Português
Today I won first place, but the best part is always the good vibes.
@lumincrypto @DCrypto87ng @luxurynad @Cryptottiger @2imtunek @BharatWormie @thanglee9304 @0x0_air @suka19xx @flxthesixth @JayKryptoX @enestre11a @placeboeffect_0 @Lewwiinnn @0xJayZ
@pharos_network @PharosResearch_ @Pharos_Intern @0x0_air @Brunobnset @Cryptottiger @Darkfall_x @De_secgen @favour7814 @Henriqu36204352 @LEONARDOOCS @Lehox_x @bargxx @fabio_fudo @josephtty17 @bpweb33 @julianosch97093 @loryx777jota @acsilvax77 @williaam_allves @VictoChain @thanglee9304 @WillZera_01 @pharos_network @Pharos_PTBR @chlealrj
@Pharos_PTBR
#PharosStoryteller #PHAROSBR #PharosNetwork #pharos @Farooxyz
English
@ducavendish Pior que eu avisei nesse post aqui sobre o petróleo
x.com/bpweb33/status…
nobody@bpweb33
If I had to look at only one chart this week, it would be oil Not because energy explains everything. But because energy today is linked to: --> inflation --> interest rates --> dollar --> multiples --> risk appetite A chart might look like a commodity In practice, it's talking about a regime.
Português
Mercados depois desse post subiram forte no pós-mercado. 🚀
E. Cavendish@ducavendish
Acabou. Só falta a rendição. @grok traduza o post abaixo.
Português
It's "just" about controlling the narrative, and many people get lost in that
The Kobeissi Letter@KobeissiLetter
President Trump today: 3:43 PM ET: "I don't want to do a ceasefire with Iran." 5:13 PM ET: The US is "considering winding down" the war with Iran. What changed over those 90 minutes?
English
Bitcoin is a check and balance on inflation. When spending gets too far out of hand, capital moves to Bitcoin.
Competition benefits customers, and this applies even in the market for money. In this way, Bitcoin will help preserve dollar dominance.
Watcher.Guru@WatcherGuru
JUST IN: 🇺🇸 US national debt reaches new all-time high of $39 trillion.
English
@bpweb33 Life teaches everyone, but only some people actually pay attention
English
I didn't learn investing from a course.
I didn't learn it from an advisor.
I didn't earn it from a book.
I learned it by doing it badly
until I started doing it right.
$41,850 later still learning.
English
JUST IN: X officially integrates AI content detection feature.
English
The smart use X to make money.
The poor argue with strangers.
English
Quero dar uma dica pra vcs, é normal ter fases em q o engajamento cai, as vezes o algoritmo não favorece tanto, mas quando ele te favorecer, aproveita ao máximo e usufrui disso o quanto puder, façam postagens legais, sei q nem todo mundo vai comentar (ninguém é obrigado), mas quanto mais vc posta, maior a chance de alguém se identificar com alguma dessas postagens e assim o alcance vai vindo
Português
At the start, nobody sees your content.
So you need to force eyes on it.
And unless you have a network or money to spend, you do this with quality comments.
Good comments = profile clicks = followers.
Start leaving more comments.
English
@leilaruts Demorei alguns ciclos pra ter confiança de fato no processo do btc
Português
@leilaruts Concordo, por exemplo como gosto e sei sobre a tecnologia pra mim faz sentido segurar por 5/10 anos pq eu confio. Agora quer começar, começa com algo que te brilhe os olhos e que vc tem confiança no projeto depois vai evoluindo ( por favor memecoin não)
Português
