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@Tekeee Canned beans and a good therapist

Gold is crashing. Silver is crashing. Crypto is crashing. Stocks are crashing. The dollar is crashing. Real talk what should we buy now?

@NoLimitGains 20% of global LNG supply just went offline in one strike. Europe at 27% storage heading into the worst supply crunch since 2022 while Asia outbids them for every remaining cargo. Emergency price caps don't create molecules. This is a physical shortage no policy can fix.

🚨 European natural gas prices up 32% this morning. TTF was at €53 yesterday. It spiked to €70 at open after two waves of Iranian strikes caused extensive damage at Ras Laffan in Qatar. The world’s largest LNG hub. QatarEnergy’s 77 million tonne per year export system is effectively shut. That’s 20% of global LNG supply offline. Europe was already walking in with gas storage at 27%. Lowest for this time of year since 2022. Asia is now bidding for every available cargo on the spot market. Ships heading to Europe are being rerouted east for higher bids. Europe keeps losing. HSBC said this week European gas prices will be 40% higher than previously forecast for all of 2026 and stay elevated into 2027. The European Commission is already talking about emergency price caps. This doesn’t look good. I’ll keep you updated as things develop. Follow with notifications, this is very important.

$628M in liquidations sounds catastrophic until you remember January did $1.7B and February did $2.5B in single days. Each flush gets smaller. The leverage is leaving the system. The liquidity map tells the whole story. Thin air below $68K. 8x more liquidity stacked above $72K-$78K. Price goes where the liquidity is. And right now there's eight times more reason to go up than down. But forget the charts for a second. Who's actually selling at $68K? Long-term holders already stopped. Miners already capitulated. ETFs just posted daily inflows for a straight week. Whales added 270,000 #BTC last month. The only sellers left are leveraged longs getting liquidated. And every forced sell is one less seller in the market tomorrow. Bulls don't need to "respond." The sellers need to show up. And they're running out.

Insane dump. $BTC dumped below $70,000 today liquidating $521M longs! That's $628M liquidations in the past 24 hours!!! Now, $68,000 - $69,000 has thin liquidity below that could be swept, potentially leading to lower levels. However, above at $72,000 - $78,000 we have left behind enormous liquidation clusters, totaling roughly 8x more liquidity, making this the 'higher probability' zone to visit next. Bulls need to respond now.

BREAKING: Brent crude oil spikes to $116 after strikes target oil refineries and gas facilities across the Middle East.

@KillaXBT Good one OG🫡

I time my uploads deliberately, syncing them with $BTC to make my bias transparent & public. They can’t stand watching you succeed again and again. This way, you can clearly see the transparency and consistency without tweets getting buried and forgotten.

Fed did exactly what the market expected. No cut. No hike. Frozen. Oil above $85 means they can't cut. Economy slowing means they can't hike. So they sit. The interesting part isn't the decision. It's the press conference after. Markets want to hear one word: "transitory." If Powell calls the oil shock temporary, rate cut odds come back and risk assets bid. If he doesn't, 3.50% becomes the floor not the ceiling.

BREAKING: 🇺🇸 Federal Reserve leaves interest rates unchanged, remains at 3.50% - 3.75%.

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Five trades. Seven months. Pattern worked every time until it didn't. That's not failure. That's how every edge works. You extract value until the market adapts. The real signal is timing. FOMC approaching. CPI didn't mark a top. Price pushing higher into the meeting. Market is front-running a dovish outcome. If the Fed delivers, move continues. If not, everyone positioned for the same trade unwinds at once.

$BTC For the first time in 7 months, we’ve broken away from the established 14th pattern. This was always inevitable, the algorithm shifts over time. What matters most is that we were able to capitalize on all 5 occurrences of this setup during that period. That said, this is only a single pivot from a time based perspective, which on its own isn’t enough to invalidate my broader thesis. It doesn’t change the overall trend structure, only how price reacts around that pivot. Pivots help identify periods where directional volatility is likely to increase, and in this case, we had a consistent pattern over 7 months that provided 5 high quality opportunities. It’s important to distinguish between time-based pivots and price-based structure. A pivot can fail or become invalid, but the underlying price structure is what ultimately matters moving forward. With FOMC approaching, much of the narrative is already priced in, with larger players positioning ahead of the event. Currently, we’re seeing price push higher into it. CPI did not mark a local top, which leaves open the possibility that FOMC could serve as that inflection point. That’s the key area I’m watching next.

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That is a pretty violent flip. Going from minus 90 bps in January to plus 92 bps now tells you traders went from fading the dollar to paying the biggest premium for upside since late 2022. The move makes sense, too. Oil above $100 raises inflation risk, pushes rate cut expectations further out, and makes the dollar look attractive again as both a yield and safety trade. The interesting part now is whether this is the start of a bigger trend, or the kind of crowded dollar trade that eventually becomes vulnerable to a sharp reversal.

Bullish bets on the US Dollar are skyrocketing: 1-month risk reversals of the Bloomberg Dollar Spot Index are up to 92 basis points, the highest since November 2022. This measures the difference in demand between bullish and bearish Dollar options. By comparison, in January, this metric was at -90 basis points, marking one of the sharpest turnarounds on record. This means traders are now paying the largest premium for option bets on Dollar strength in over 3 years. Surging oil prices, which are fueling rising US inflation expectations, are primarily behind the move. Meanwhile, the Bloomberg Dollar Spot Index is trading at the highest level in 3 months. The US Dollar is seeing strong demand for the first time in months.

Japan's Strategy. That's what Metaplanet is becoming. $255 million raise for one purpose. Buy Bitcoin. Not diversify. Not hedge. Buy Bitcoin. They already surpassed Coinbase's holdings with over 10,000 BTC. A Japanese hotel and real estate company now owns more Bitcoin than a major US crypto exchange. Why Japan specifically matters. The yen has been one of the weakest major currencies for three years straight. Japanese companies watched their cash reserves lose purchasing power in real time. Metaplanet looked at that and made the same calculation Saylor made in 2020. Hold cash and lose. Hold BTC and bet on scarcity. Now count the dominoes. Strategy in the US. 720,737 BTC. Metaplanet in Japan. 10,000+ BTC. Twenty One backed by Tether. Bitcoin Standard Treasury backed by Cantor Fitzgerald. 193 public companies with some form of Bitcoin treasury. This isn't a trend anymore. It's a corporate treasury standard being adopted across continents. $255 million sounds small next to Saylor's billions. But Japan is the fourth largest economy on earth. When Japanese public companies start copying the Bitcoin treasury playbook, Korean and Southeast Asian companies follow. Saylor lit the match. Metaplanet just proved it burns in every timezone.

NEW: 🇯🇵 Japanese public company Metaplanet raises $255 million to buy more bitcoin 🚀

Elon isn't building a chatbot. He's building a trading desk that never sleeps. Wall Street bankers, portfolio managers, and traders don't get recruited to teach AI how to write emails. They get recruited to teach AI how to price risk, model cash flows, and spot mispricings across markets. Grok already has real-time access to everything posted on X. 400 million users posting sentiment, breaking news, and market reactions faster than any Bloomberg terminal. Now add financial modeling expertise on top of that data stream. You get an AI that reads every earnings report, every Fed statement, every geopolitical headline, and every on-chain metric simultaneously. Then runs portfolio models against all of it in real time. That's not a product for consumers. That's infrastructure for X Money. Connect the dots. X Money launching next month. Grok being trained on financial modeling now. xAI already raised billions in funding. Elon already integrated payments into Tesla and SpaceX. He's not competing with ChatGPT. He's competing with Bloomberg, Goldman's trading floor, and every robo-advisor simultaneously. The last time someone combined a massive distribution platform with financial infrastructure was PayPal. Elon cofounded that too. Then got fired before he could finish. He doesn't get fired from X.

JUST IN: Elon Musk's xAI recruiting Wall Street bankers, portfolio managers, and traders to train Grok on financial modeling.

When every asset class moves together that's a normal market. When they all move in different directions that's a market that doesn't know what's happening next. 18% dispersion. Highest since 2022. Only topped by the pandemic crash and the bear market bottom. Both of those times marked turning points. Not middle of the road moments. Extremes. Here's what dispersion actually tells you. The market is mispricing something massive. Stocks, bonds, oil, dollar, and credit are all disagreeing about whether we're heading into inflation, deflation, recession, or recovery. They can't all be right. Oil says inflation. Bonds say recession. Equities say hope. The dollar says uncertainty. Credit says stress. When this happened in 2020 the Fed printed $5 trillion and everything ripped. When it happened in 2022 the Fed hiked into a crash and everything bottomed. The pattern isn't the dispersion itself. It's what comes after. High dispersion compresses violently once the market picks a direction. And when it does the move is massive because all that disagreement resolves into one trade at once. We're in the "nobody agrees" phase. The "everyone agrees" phase comes next. And it won't be gradual.

Major asset classes are moving in completely different directions: The 3-month dispersion across US equities, oil, the US Dollar, bonds, and credit is up to ~18%, the highest since the 2022 bear market. This measures divergence in price of major asset classes, with higher readings signaling that traditional correlations are breaking down. Dispersion has surged ~15 percentage points since March 1st. Over the last 10 years, higher levels of dispersion have only been seen in 2020 and 2022. Current market conditions are extremely unusual.

CZ spent four months in prison and came out still posting. That's credibility most analysts will never have. But here's where we'd push back. Nobody has to "make" BTC look bullish. The data either says it or it doesn't. Long-term holder selling down 87%. Miner capitulation near zero. ETF inflows flipped to $2 billion in ten days. Whales accumulated 270,000 BTC in a month. Fear and Greed at 12. 14-day RSI hit levels seen only twice before in history. Both times preceded massive rallies. That's not someone spinning a narrative. That's on-chain data you can verify in ten seconds. Is the macro downtrend real? Absolutely. Oil shock. Stagflation risk. Fed frozen. Equities cracking. But BTC has never existed during a period where spot ETFs, sovereign buyers, and a company holding 3.4% of total supply are all accumulating simultaneously during a drawdown. The macro is bearish. The supply dynamics have never been tighter. Both things are true at the same time. CZ is right to be cautious. But being cautious and being wrong aren't mutually exclusive.

They are trying extremely hard to make $BTC look bullish in a macro downtrend. You might fool 90%, but I can assure you… you don’t fool me @cz_binance

@MerlijnTrader Reminds us of the great Bellend of reversal👀

Altcoins slowly waking up… But don’t worry guys, I was told the cycle is over. The blue pill just needed some time to kick in.

$21 billion in 16 days. $1.3 billion per day. "Negligible." For context. The entire annual budget for NASA is $25 billion. Trump just spent almost that in two weeks on one conflict. But that $21 billion is just the direct military cost. It doesn't count the real bill. Oil going from $65 to $95. Gas past $3.50. Iraq losing $128 million per day in oil revenue. Supertanker rates at $423K per day. Fuel oil at record $175 per barrel. Global shipping rerouted around two closed chokepoints. Every consumer good that crosses an ocean repriced. The military cost is $21 billion. The economic cost is measured in trillions. "Negligible" is a word you use when you don't want the next question to be "how are we paying for this."

BREAKING: President Trump says the cost of the conflict with Iran is NEGLIGIBLE. Meanwhile, the war has already cost the U.S. over $21 billion in just the first 16 days.

T. Rowe Price manages $1.6 trillion. They just put SHIB in the same filing as Bitcoin and Ethereum. Read that again. A legacy asset manager with pension fund clients is building an ETF that holds memecoins alongside blue chip crypto. This tells you exactly where the industry is heading. Not single asset ETFs anymore. Diversified crypto baskets managed by the same firms that run your 401k. The quiet part nobody's saying out loud. Amendment number two means the SEC didn't reject amendment number one. They sent it back for revisions. That's the process working not failing. The same path every approved ETF has traveled. When your grandparents' retirement fund manager starts filing for SHIB exposure, the line between "institutional crypto" and "degen crypto" doesn't exist anymore.

JUST IN: T. Rowe Price files amendment no. 2 for its Active Crypto ETF, which will track multiple assets including $BTC, $ETH, $XRP, $LTC, and $SHIB, among other assets.

Scaramucci has been calling $150K since Bitcoin was at $30K. At some point he's going to be right. That's not a prediction. That's a stopped clock. The question isn't whether Bitcoin hits $150K. It's when. And "soon" from a billionaire on CNBC means nothing — these guys have a 5-year time horizon and a PR team. Watch the on-chain data. Watch the liquidity. Watch the Fed. Not the TV.

🇺🇸 BILLIONAIRE ANTHONY SCARAMUCCI SAID LIVE ON CNBC THAT #BITCOIN WILL GO PARABOLIC SOON “EASILY $150,000” 🚀

Bitcoin at $2T is 1.4% of global stocks and 5.7% of gold. Gold took 5,000 years to get to $35T. Bitcoin did $2T in 15. If Bitcoin captures just 10% of gold's market cap, it's a 17x from here. If it reaches gold parity, it's a 175x. The chart isn't bullish. It's embarrassing. And that's the opportunity.

You're still so early...

Last three times Trump held a press conference during this crisis, markets moved 2%+ within the hour. He's either announcing a ceasefire framework or escalating further. There's no middle ground press conference during a war. If it's de-escalation, oil dumps another $10 and risk assets rip. If it's escalation, everything reverses and the $1.2 trillion added yesterday starts unwinding. Don't trade the conference. Trade the oil price 15 minutes after it ends. That's the market's real-time fact check on whatever he says.

VOLATILE: 💥 🇺🇸 President Trump to hold a White House news conference today.