Michael Lee

After years of development, we're entering a new phase of rapid commercialization - Strategy 2026 begins now. #OTC #UMEWF

@DeItaone Same vibes:

PENTAGON CHIEF HEGSETH AMERICA IS WINNING IN IRAN

@DeItaone Change the plan to 'Made in Select Places in Europe' and you're good to go

EU delays 'Made in Europe' plan after disagreements over scope

@DeItaone If these are the genius insights that they pay analysts for, then we deserve to get replaced by AI

STABLECOINS OUTPERFORM OTHER CRYPTOS AS MONEY MUFG Bank’s Lee Hardman says stablecoins are better suited than Bitcoin and other cryptos to act as money. Their stable value makes them more acceptable for transactions, enables faster global payments, and often carries lower fees than banks or card networks. Pegging to traditional currencies also gives a predictable unit of account, though reliability depends on the issuer or backing mechanism.

@WatcherGuru Between new 100 year corporate bonds and 5 minute options, the crypto market and equities markets are headed in entirely opposite directions with their degeneracy

JUST IN: Polymarket launches 5-Minute Bitcoin Price markets.

@KobeissiLetter SBF is clenching his first right now

BREAKING: Coinbase, $COIN, says many users currently unable to buy, sell, or transfer crypto.

@WatcherGuru Brian Armstrong front running the market by freezing it first

JUST IN: Coinbase says users currently unable to buy, sell, or transfer crypto.

@KobeissiLetter The mag7 and precious metals have memecoin volatility now The simulation is broken

BREAKING: Apple stock, $AAPL, falls -5% on the day, now on track for its biggest daily decline since April 2025.

@DeItaone The only diplomacy Netanyahu understands is missiles and bombs His trigger finger is always twitching

NETANYAHU: I EXPRESSED GENERAL SKEPTICISM ABOUT THE QUALITY OF ANY AGREEMENT WITH IRAN

@unusual_whales Can't even eat Costco rotisserie chickens in peace anymore

"Gen Zers and millennials are swimming in student debt and may never own homes, but they’re splurging on gut-healthy juices and rotisserie chickens," per WSJ

@unusual_whales Russia is an economic lightweight with a smaller economy than California, Texas or even just NYC. Begs the question why an economic partnership with them of all places is so important to the administration.

BREAKING: A Kremlin memo reportedly details proposals for Russia to reenter the dollar-based financial system as part of a wider economic partnership with a possible Trump administration, per Bloomberg.

@DeItaone Waiting until we can get our hands on some 1000 year bonds

CORPORATE BOND RALLY SPARKS ‘BUBBLE’ FEARS A surge in corporate bonds has pushed yields on risky debt to historic lows, fueling concerns of bubble-like behavior. Strong demand, driven by expectations of a hot U.S. economy, has sent spreads on top-rated U.S. and European firms to pre-2008 lows, while riskier debt offers minimal extra return. Tech giants like Alphabet and Oracle are capitalizing with large bond sales, but some investors are cautious. Phoenix Group, for example, has trimmed corporate holdings, shifted to safer bonds, and moved up in quality to guard against a sudden market repricing.

@DeItaone It's almost as though the entire world foresaw this, apparently except for the ones who actually make the policy. You want lower rates, you kill inflation - tariffs are counterproductive to that goal.

WHO REALLY PAYS FOR U.S. TARIFFS? - NY FED In 2025, U.S. tariffs soared from 2.6% to 13%, but nearly 90% of the cost hit American consumers and businesses—not foreign exporters. Sharp hikes on Chinese goods in April and May pushed importers toward Mexico and Vietnam, but most exporters didn’t lower prices, passing the burden straight to U.S. buyers. By year’s end, import prices for tariffed goods were up 11%, forcing firms to shift supply chains and leaving Americans footing the bill.

@KobeissiLetter They can't help but boast about their accomplishments. The most transparent administration in history because they just like to brag, even if it actively derail their talks that they're in the middle of.

BREAKING: The Trump Administration secretly smuggled 6,000 Starlink satellite terminals into Iran in January after the Iranian government cut off internet in the country, per WSJ.

@DeItaone He frames it almost altruistically Except every other governors dinner across every other administration has been bipartisan

TRUMP: 'I INVITED, NOT HAPPILY, ALMOST ALL DEMOCRAT GOVERNORS TO THE GOVERNOR'S DINNER AT THE WHITE HOUSE'

@naval And larger tribes wipe out or consume smaller ones over time, hence why we've gone from small nomadic groups to city states to nation states. Assuming this scales, it's a matter of time before continental states become the new normal.

People who don’t organize into tribes get wiped out by people who do.

@unusual_whales A whole lot of conflicting data coming out simultaneously. Will wait for third parties to confirm the numbers.

US employers added 130,000 jobs in January, the strongest gain in over a year, per BLS

@KobeissiLetter All the while, they're drowning in student debt. Desperation in the youth of your workforce is never a good thing.

BREAKING: The inflation-adjusted average starting salary for college graduates is down -8% YoY, to ~$54,500, the lowest in at least 6 years. This marks the 4th consecutive annual decline. Salaries have plummeted -24% in real terms since the ~$71,000 peak seen in 2021. This comes as graduates are being pushed into lower-paying roles that often have little to do with their degree. The % of recent graduates whose first job aligns with their field of study has fallen from 26% for the 2022 cohort to 20% for the 2025 cohort. Young Americans are unable to find jobs.

@DeItaone Three shutdowns in four months is just full-on government failure. At this point your tax dollars are going towards their vacation time.

🚨HOMELAND SECURITY WARNS SHUTDOWN WOULD JEOPARDIZE SAFETY Kalshi now shows 67.7% odds of a U.S. government shutdown starting Feb. 14 at 8 a.m. EST, up 4.8%. Homeland Security officials caution that a government shutdown this week would leave the U.S. less secure, affecting TSA, FEMA, ICE, and Border Patrol operations. Acting ICE Director Lyons said task forces targeting terrorism and transnational crime would be hit hardest. Democrats are seeking limits on ICE operations in funding talks. kalshi.com/markets/kxgovt…

@DeItaone Meanwhile, buy-now-pay-later schemes are being shoved down the throats of consumers. 'You shall own nothing and be happy' isn't a meme.

US CONSUMER DELINQUENCIES HIT NEAR-DECADE HIGH U.S. loan delinquencies rose to 4.8% of household debt in Q4, the highest since 2017, driven by low-income and young borrowers. Mortgage defaults surged in lower-income areas, while student-loan delinquencies hit 16.3%, a record. Credit-card and auto loan delinquencies also climbed to 12.7% and 5.2%, respectively, highlighting a split economy despite overall debt rising modestly to $18.8 trillion.

@DeItaone Jensen Huang has the world in a headlock, it's actually a marvel to witness

LUTNICK: AMERICAN DEMAND IS VAST FOR AI CHIPS, AND "WE DONT WANT TO DO ANYTHING TO STAND IN THEIR WAY"