Dan

What I forecasted for the TOTAL crypto market cap in 2024-2025 (top picture) and what I forecast for TOTAL in 2026 (bottom picture). - Bullish Q1 2026, with a possibility of new all time highs in TOTAL led by altcoins due to 3 month lag of liquidity increase from TGA drain in November 2025 and 'not QE' by the Fed in December 2025 (hence second, higher box with the question mark) - Bearish Q2 2026, with a possibility that the crash starts around March due to debt refinancing causing a liquidity drain and/or a black swan event that creates an excuse for central banks to create liquidity to help with debt refinancing (which is arguably what happened in 2020) - Bear market bottom around Q3 2026, with a possibility that the bottom is much lower than investors expect due to a new Fed chair who is more hawkish than investors expect (hence the second, lower box with the question mark) - Recovery around Q4 2026 due to liquidity injections in Q2-Q3, with a possibility of a faster recovery than investors expect due to the potential for additional stimulus ahead of the 2025 midterms (hence the second, higher box with the question mark)

Private credit issues are starting to spill into insurance, and regulators are noticing @citrini prediction about private credit is about to come true sooner than expected

Yea It was much bigger than that.

BREAKING: Israel's Channel 12 says that in case of a US ground operation in Iran, Israeli soldiers will not be participating on the ground.

If you're the mother who was reading Harry Potter and the Philosopher's Stone aloud to your child on the LNER train from London to Edinburgh yesterday, one of my grown up children was listening and says you did the voices brilliantly❤️🥹

Liquidity.

ETH holders

If Bitcoin takes one more leg down, whoever is left of Crypto Twitter, the majority will be gone.

In a bull market, extreme oversold is opportunity. In a bear market, it’s business as usual.

BREAKING - Pakistan, Saudi Arabia, Turkey, Egypt foreign ministers to meet in Islamabad: govt

Quarterly candle view of the Bitcoin 4 Year Cycle. Just like all prior Cycles, despite the relentless narrative changes you hear. Don't get hung up on price. Time matters more than Price. Time gives structure.

If you’re seeing a bunch of Japanese posts, here are some fun facts: Japan has more daily active users and more time spent on X than any other country in the world. Over two thirds of the country is monthly active on X. X in Japan has one of the highest penetration rates of any social network in history.

The Internet was a mistake

The 10 year Treasury yield continues breaking out. There needs to be stimulus and/or de-escalation with Iran to bring these yields down, or else the markets and the economy will get crushed.

Next low in April. Don’t over complicate it

WHAO !! The amount of rain that we just experienced here in Dubai in the last 3-4 hours was probably equivalent to 2 full years of rain.

Have to make a political comment… This is the nail in the coffin for @TPUSA Comedians always portend the future. There has been enough weird behavior by that organization after Charlie’s death, it’s very obvious to the public at this point there is a massive psy op going on. It’s become comedy at this point. Those who aren’t addressing the absurdity are compromised at this point. Fun Fact- One of the reasons the Klu Klux Klan imploded was because they were publicly ridiculed on the radio for their secret code words. Generational power structures are falling and it’s becoming way more obvious to the public because they are simply horrible liars.

Tether hires KPMG as auditor ahead of US expansion ft.trib.al/d9C56rz

First Bo Hines, and now David Sacks is out. No audit on the Strategic Bitcoin Reserve, let alone any type of road map to ever accumulate more. Time to admit we got scammed.