Закреплённый твит
D P G
7.6K posts

D P G
@DPGresearch
Research of financial markets for capital allocation angel investor
Присоединился Aralık 2020
634 Подписки1.9K Подписчики

@mikemcglone11 how long of being wrong vs being right makes for a good analysis
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Next Big Trade vs. the Last - US Treasuries Shining vs. Bitcoin Glory Days
Bitcoin stopped outperforming the S&P 500 in 2021 and has been lagging beta, notably on a risk-adjusted basis, since US ETFs were launched in 2024.
Crypo appreciation glory days are over. The purge has started. I expect reversion toward $10,000, especially when the US stock market drops.
Gold stretched to its highest ever in 1Q vs. the Bloomberg Commodity Spot Index, about a four decade extreme vs. most long-term moving averages and a basket of US Treasuries, and its 180-day volatility has surged to about 2.3x that of the S&P 500 -- the highest since 2009.
The gold rush is over. This year's high could endure for years.
When the US stock market eventually succumbs to a high-price cure, I expect US Treasury yields to drop toward China's
Full report on the Bloomberg terminal here: blinks.bloomberg.com/news/stories/t… {BI COMD}
#Bitcoin #gold #stockmarket #bonds @BBGIntelligence

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@MelonieMac must suck to have to keep defending this
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@AndreasSteno @atensnut But he didn’t take the 400k so it canceled out apparently
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@atensnut So what about the billions after billions of USDs that he has channeled in his own familys direction via policy initiatives and insider trading?
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@LawrenceLepard @pete_rizzo_ @koolmillions So you’re saying that making hyperbolic statements that don’t come to fruition isn’t that of legends.?? 😂
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@pete_rizzo_ @koolmillions she may be right but she is no legend. her track record is awful
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JUST IN: INVESTING LEGEND CATHIE WOOD JUST SAID #BITCOIN WILL SURGE WHEN THE NEW FED CHAIR IS CONFIRMED
BTC IS UP "SINCE THE DAY HE WAS ANNOUNCED"
CONFIRMATION COMING THIS WEEK
HERE WE GO 🚀
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@crypto_bitlord7 So you’re saying that there’s a crypto twitter.?.?.?.?.?
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@benjamincowen one could hope but I feel we are past that point as a society and its sad
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Someone could go to school for 4 years and study aerospace engineering, then get a PhD with a dissertation related to orbital mechanics, and some instagram influencer who watched a youtube video will be like "actually that guy is wrong" on a topic related to space travel and people will believe them.
I'm not sure how we got here, but I hope we go back to a society where credibility is earned with rigorous training in the associated field, not by a popularity contest.
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@CaffeSatoshi @btc_is_hope I have always thought it was Len and Hal.
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D P G ретвитнул

WAR STREAM:
- How war will impact metals, stocks, oil, crypto
- Polymarket bets
2pm EST twitter.com/i/broadcasts/1…
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