obvs ((programmable permissionless money))

The world is ran by satanic pedophile jews and you're thinking about selling your gold?

I think gold is going to dip further, the pain hasn't really started yet and people are going to need to shore up a LOT of liquidity in the next 2-4 weeks But also the system is objectively collapsing and I can't bring myself to part with it

@ces921 Literally none of us know what to do right now

US$ up, Yields up, Vix up, Oil up - You know what to do

Currently ETH Gold Chevron In that order, around 1.4x lev Might come back to haunt me but currently sleeping quite soundly

Complacency

@iamgingertrash Truly surprising to even the die hards like myself

I'm not trying to lack empathy here, I think anyone taking a CO stance has morals above average and these people are better in society than on a battlefield But shouldn't you expect that if you join the army you will go to war? You don't just get to be paid for fitness drills

@fejau_inc @ForwardGuidance The real trick that I'm not sure you guys are aware of is that it's hellishly approachable. You're not afraid to go on 10 minute rants about the state of the world or touch borderline-conspiracy topics Not pretending to know it all or that it can all be calculated

Always blows my mind that our main audience base for the @ForwardGuidance is finance professionals and we provide enough value to pros that they tune in. Grateful 🙏

@ethanhackett @LukeGromen @FirstSquawk @Myrmikan Incredible viz

I'm working on a blog post for this theory but I generated this chart to show how the percentage of capital deployed daily through weimar hyper inflation actually behaved erratically even though it overall favored certain asset classes. As you pointed to above it's tempting to look at the accumulative value on a log chart it fails to convey the day to day or month to month chaos.

GOLD FALLS TO UNDER $4500, SET FOR ITS BIGGEST WEEKLY FALL SINCE 1983. - @FirstSquawk Gold volatility in USD is doing what gold volatility did in 1920s Weimar German Reichsmarks, which makes perfect sense once you understand our present context. Chart via @Myrmikan

@fejau_inc Fuck me better sell my gold - the market

Yeah not great

@BasedMoneyLich > So the Middle East just got worse What now?

So the Middle East just got worse Trump is worse than Biden at this point because the recession he’s going to cause will be brutal. I will not be voting in the midterms & I hope the Democrats impeach him.

@CappyTrades 🫠

@obvs___ **ONLY if $BTC falls to ~$35,000 - $40,000 this year though.

$500,000 $BTC (Late) 2027/2028 🤓

@tenobrus This is one of the most fascinating social commentaries I've seen in years, thanks for putting that together

now this starts to feel like more interesting commentary to me. at white collar jobs there's a lot of implicit pressure to grow the fuck up, because you're exposed to peers who manifestly have their shit together. used to be lower class people would have a kid and community members would push them to get their shit together too. older coworkers even at dead end jobs, church and other local communities, etc. but if these days the 27 yo teenagers working retail aren't having kids and basically have no older peers with their shit together in any meaningful way, what incentive do they have to do anything but keep watching the same anime in discord calls? who are you feeling social pressure from?

Gold and ETH have bottomed Otherwise I'm destitute

@jcarltonneil @abcampbell What I'm hinting at is that the Chinese wouldn't want the Yuan to be the direction of de-dollarization. It'll have some dd effects in the meantime, but they'll need to have final settlement in gold You're bang on about pricing in RMB though, it is objectively a big deal

@obvs___ @abcampbell I’ve got no opinion on whether it’s good or bad for China. What matters more is whether a US ally is buying sanctioned Russian oil priced in RMB or not. Much bigger deal.

there are no de-dollarizers in the fox hole

@jcarltonneil @abcampbell Chinese don't want a strong Yuan, it'd kill their export market

@abcampbell Are you discounting the headlines of Japan buying Russian oil priced in yuan? Recognize that headlines are not exactly data, but that would seriously fracture the petro dollar

@gmoneyNFT Having a lot of success with Oh My Pi at the moment, nice portability between providers. Functional.

i gave it a shot, but can't do this anymore. hermes sucks ass. all these agents suck ass. they just stop working all the time and then take forever to debug. sticking to claude code and codex in terminal. far and away better than messing with this productivity porn

@game_for_one Today

People looking to hide in a safe heaven assets but all assets going down. Interesting dynamic. Questions is when do equities give in.

@SMNYC1 @acrossthespread @peruvian_bull scotty b

@acrossthespread @peruvian_bull There is a decent chance scotty b is getting way way over his skis.

So IF (“if”) 🇺🇸Treasury Dept: •Conducted JPY rate checks via NY Fed crushing USDJPY↓ -8 figures from ~160 on Jan 23 & •Shorted crude futures back to mid-$70s from ~$115 on Mar 9 Then the current “cap” on USDJPY is: CL1 → $100 as much as it is spot USDJPY → 160 “If..”

@MetamateDaz From my experience; let AI handle all the grunt work that burned you out in the first place. Sidestep the issue entirely.

how do you get your work ethic back? I burned myself out from 2018-2025 and now I’m tired and just don’t want to anymore.