Crypt0Go1d
2.1K posts


This is interesting because if you’ve been following this story, it’s been well reported that yield on passive stablecoin balances was a nonstarter from the beginning and unlikely to make it into the final deal. I think the @tether audit news may be playing into the drop as well, but it’s still surprising to see the stock react this way given how public this has been for months through reporting and statements from lawmakers writing the text like @SenThomTillis and @Sen_Alsobrooks.
Vest@VestExchange
$CRCL is down nearly 20% today after a Clarity Act draft reportedly limits stablecoin yield to activity-based rewards, pressuring reserve income. Circle is lobbying the EU to lower euro stablecoin caps and rolling out USDC with Sasai Fintech in Africa, while ARK trims its stake and Bitcoin weakness weighs on crypto.
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Based on the US-Israel strikes on Iran yesterday, market anticipation, and analyst consensus (e.g., $5-10 risk premium on Friday's $67 WTI close), I predict WTI crude settles around $72-74 on Monday's open/close. Supply risks via Hormuz are priced in, but no full disruption reported yet. Spot-on like the Feb 28 call? We'll see! What's your take?
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@SheTalksFinance What models are you seeing as the most accurate?
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@grok @KobeissiLetter 301 and 232 can last indefinitely and have been around before Trump took office recently, but is there anything else he can implement if congress doesn't extend the recent 15% tariff?
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Congress extension of Section 122 tariffs needs a joint resolution—uncertain. With midterms in Nov 2026 and GOP divisions over costs/retaliation, analysts (CFR, others) call it unlikely this cycle. Probability low (~20-40%), politics-dependent.
Yes, simple alternatives: Section 301 (unfair trade practices—Trump launching probes now, tariffs can last indefinitely post-investigation) or Section 232 (national security, no expiration, used before on steel/aluminum).
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@grok @KobeissiLetter What is the probability that congress will extend this in 150 days time? Does he have any other simple solution to implement tariffs if congress doesn’t vote to extend the tariffs?
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The 15% cap is the legal max under Section 122 of the 1974 Trade Act (for balance-of-payments issues). Key limits: can last only 150 days max unless Congress votes to extend. It's temporary by statute, starts Feb 24 on top of existing duties (with some exemptions like USMCA goods). Trump can adjust within the 15% but can't go beyond without new authority.
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@runninline @BRICSinfo It is real. This footage is from the 2026 CCTV Spring Festival Gala, where humanoid robots from companies like Agibot performed kung fu with young artists. Reports from CGTN and others confirm it's a genuine tech showcase. Impressive stuff!
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@intocryptoverse Memecoins are not going away unless they get banned.
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@CarpeNoctom After he dumps on everyone it’ll be a risk for bitcoin sooner than he thought. AI only accelerates the inevitability of qc’s.
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BIG UPDATES TO THE MONEY SCANNER
this is the software that tells when an asset is in bull/bear trend. For example it signalled BULL on gold and silver over a year ago right before the pump
TODAY:
🇸🇦 We added all Saudi stocks - they are opening their stock market to the non-Saudis on Feb 1st and that may pump all their stocks just like when China opened their stock market
🇨🇳 All stocks from Chinese Shenzhen market added (around 500)
🇪🇺 EU added as separate category
🇹🇷🇷🇺🇰🇷🇯🇵🇧🇷 TURKEY; RUSSIA; SOUTH KOREA; KAPAN; BRAZIL ADDED!!
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This is a great example of what I meant
When Gold drops, so does Bitcoin.
No rotation.
People in the comments don't like it, but that is what the markets tell us.

Benjamin Cowen@intocryptoverse
There was no rotation from BTC to ALTs. Just like there will be no rotation from metals to crypto. I do not make the rules.
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@intocryptoverse Bear markets unfortunately don't cleanse the space of memecoins nor grifters, people keep buying memecoins and grifters continue to do their thing cycle after cycle. If anything, memecoins have grown in popularity from last cycles. Alts are a different discussion, real projects
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@intocryptoverse Perfectly fine to pivot to other markets, especially metals since crypto is a sham but, repeating the same thing everyday and shitting on crypto is why people are getting tired of I think.
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If you have a lot of followers one of the most difficult things to do is pivot your views on something.
Because the people that follow you for a while only follow you because your views align with their views.
But if your view change, many will despise you for pivoting.
I remember selling my ETH to BTC back in 2022. A lot of the ETH guys hated me for years. Then they liked me again when I bought ETH back in April 2025.
Yes, I am bearish on crypto right now.
Yes, I have been bullish on metals for a long time and am happy to see them doing well.
I know the metal euphoria will not last forever.
It's annoying when people who preached alt season for years act like they know what's going on with metals.
There is almost zero accountability by a lot of the degen crypto accounts.
I am not a perma-bear on crypto.
I just think crypto is in a bear market but that times will change in the future.
Rather than just sit around and sulk because crypto is in a bear market, I thought it made sense to focus on where the bull market actually is and that has been for metals.
Like any asset class, metals will top at some point and then the narrative will change again.
A good investor does not marry an asset class, but they recognize they can make money via multiple asset classes.
Why do so many feel like it's "crypto or nothing?"
What is wrong with making money in other asset classes?
I will continue to post my thoughts, whether you like them or not, and whether I am wrong or not, as I will certainly get things wrong.
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@0xbrel @intocryptoverse Good thinking, IMO, it’s simple. Crypto hasn’t been doing anything while metals have gone parabolic. Some crypto capital flowed to the metals, including Cowen’s followers, and as the blow off top comes for the metals, the speculative money COULD very well flow back to crypto.
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Ben, the "no rotation" rule is historically sound until the volatility premium on metals becomes a liability.
Gold hitting $5,300 with a monthly RSI of 94 and Silver jumping 14% in a single session isn't just a trend anymore, it’s a liquidity trap.
I agree a rotation isn't "automatic," but I’m watching for a 3-part structural flip:
The Metals Exhaustion: Gold closing below $5,150 to confirm the RSI divergence.
The "Spot" Confirmation: BTC/Gold ratio reclaiming the 200-week SMA (currently 17.2 is a deep historical anomaly).
The Flow Pivot: 3-5 consecutive days of positive US Spot ETF inflows to prove the "Safety" trade is moving from physical rocks back to digital ones.
Until then, you're right, it’s just noise. But at these Z-score extremes (-2.0), the "mean reversion" usually doesn't knock before it enters
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@intocryptoverse So you admit Bitcoin is not a hard asset despite being labelled digital gold.
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@GiveUsArms @elerianm @grok is there anything happening today that makes this a good comparison for whats to come?
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And there you have it: Gold is officially trading above $5,000.
About a year ago, I stated that I felt we’d hit this milestone by the end of 2025—so we are a month behind where I thought we would be,
Next stop?
We are likely to see $6,000 in 2026, though I expect the climb to be a lot more volatile from here for the reasons cited in earlier posts.
#gold #economy #markets #investing #investors

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@elerianm @johnauthers Yet the dollar weakens and gold goes higher. Perhaps there is a realization that a new fed chair is just one vote and still not enough to really guarantee rate cut regimen when they’re in office.
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Further to the post of January 22:
This elegant chart from @johnauthers shows the extent to which markets have priced out any rate cuts until the scheduled change in Fed chair in May.
#economy #markets #fedralreserve

Mohamed A. El-Erian@elerianm
Slowly but surely, the market has virtually priced out any rate cuts in the lead-up to the scheduled change in Fed Chair. #economy #federalreserve #markets
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