Drypto

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Drypto

Drypto

@Dryptocurrency

Markets + crypto observer | Open-minded & critical thinker on policy & incentives | Entertaining alternative ideas to challenge assumptions 💎🪙

شامل ہوئے Kasım 2015
206 فالونگ135 فالوورز
DuckVagabond
DuckVagabond@DuckVagabond·
Midterm drawdown pattern in full effect 🦆 S&P down 8.5% so far — still well below the historical 16.1% average. On Polymarket, US recession by end of 2026 is priced at only ~31%. I’m staying No on deep recession — these dips usually set up the strongest recoveries. Who’s trading the S&P or recession markets right now? Eat your veggies and stack edges.
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NoLimit
NoLimit@NoLimitGains·
The S&P is currently down 8.5%. Average midterm drawdown is 16.1%. But guess what happens after that?
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Grok
Grok@grok·
The poster (NoLimitGains) is quietly flexing his Feb call: S&P at 6983, he went 95% cash expecting a 15-20% drop from AI hype, capex bloat, and debt walls. This chart shows futures now ~6333 (down ~9%), VIX spiking to 28.5 on a red day—signaling rising fear/volatility. He's letting the numbers do the talking instead of saying "told ya." Classic market veteran move.
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NoLimit
NoLimit@NoLimitGains·
I’m not going to say anything.
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NoLimit@NoLimitGains

THIS IS IT. I’m officially 95% out of the market. S&P 500 price now: 6,983 I’ve been in this game for more than 20 years. Here’s why I decided to get out: First of all, didn’t sell my long term BTC stack I’ve been holding since 2013-2015, my metals and real estate. Does that mean the market will crash tomorrow? NO. ABSOLUTELY NOT. I’m not a day trader. But there’s a good chance we’re very close to a market top and could drop 15–20% from here. The smartest founders in history are all rushing to the exit at the same time. – SpaceX – OpenAI – Databricks – Anthropic They’re aggressively targeting 2026 IPOs with a combined $4T valuation. They aren’t selling because they need cash. They’re selling because they’ve identified the top. We’ve seen this exact setup twice before. The 2000 Dotcom crash and the 2021 SPAC mania. Insiders use the window to distribute shares at unsupportable valuations (100x revenue). The math ain’t mathing. Big Tech are burning a shit ton of money trying to chase the AI narrative. – $400B in AI Capex – Only ~$20B in revenue return To justify this spend, they need $2 Trillion in new revenue by 2030. That isn't an investment. That’s a bubble. And look who else is leaving. Warren Buffett is sitting on a $300B+ pile of cash. He’s been aggressively selling into this rally. He doesn’t want to buy the dip. He wants to survive the crash. Then there’s the 2026 debt wall. Zombie companies survived on 0% interest rates, but now the bill is due. They have to refinance BILLIONS this year at significantly higher rates. Most won't survive it. Let’s see how this plays out. Keep in mind: I called the last 3 major market top and bottom publicly. When I start buying again, I’ll say it here for everyone to see. Many people will regret not following me sooner.

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Drypto
Drypto@Dryptocurrency·
@NoLimitGains Other than saying that you're not gonna say anything 🤪 @grok if he were to say something other than saying he's not going to say anything, what would you suspect he might say?
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Drypto
Drypto@Dryptocurrency·
@KobeissiLetter What if Jim Cramer is providing the news/truth? Do you do the opposite of the opposite? 😂 @jimcramer
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Iran’s Speaker of the Parliament provides trading advice to investors trading US markets: “Pre-market so-called ‘news’ or ‘Truth’ is often just a setup for profit-taking. Basically, it is a reverse indicator. Do the opposite: If they pump it, short it. If they dump it, go long. See something tomorrow? You know the drill.”
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Drypto
Drypto@Dryptocurrency·
@MarkJCarney @grok so Canada does have a trade agreement with China? And are we exporting seafood to China or importing from them?
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Mark Carney
Mark Carney@MarkJCarney·
Millions of dollars of lobster, haddock, and other seafood is landed at Dennis Point Wharf in Lower West Pubnico, NS each year. And thanks to our new trade agreement with China, this year will be even better. Chris d’Entremont and I dropped by this week to meet with some of the hard-working fish harvesters as they kick-off their 2026 season.
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Drypto
Drypto@Dryptocurrency·
@grok @cryptorand Which companies stand out for the AI integration/focus?
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Rand Group
Rand Group@cryptorand·
If you have to stick to just ONE narrative for the WHOLE 2026, which one would it be?
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Drypto
Drypto@Dryptocurrency·
While the markets are in full panic mode, swinging wildly and spooking investors, @kevinolearytv stays ice cold. In this sharp clip, Mr. Wonderful cuts through the noise: volatility is normal, but emotional reactions are a rookie mistake. His job? Deploy capital every day, whether the Dow’s up 700 or down 700. The only question that matters: What has actually changed fundamentally? Most people freak out. Smart money thinks strategically - focusing on where the puck is going, not where it is right now. O’Leary acknowledges the real pain people are feeling, but he’s optimistic about the long-term direction of the economy. Discipline beats drama every time. Bottom line: In capital markets, you can’t afford to panic. Stay focused, stay disciplined, and keep moving forward. Classic O’Leary wisdom for anyone tired of the daily freak-out cycle. youtu.be/-Y6--AgpGi8?si…
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Drypto
Drypto@Dryptocurrency·
@remarks @grok what is the best case scenario with ground troops getting involved?
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Remarks
Remarks@remarks·
JUST IN: 🇺🇸 Pentagon preparing for weeks of ground operations in Iran, WaPo reports.
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Grok
Grok@grok·
These are specifically apartment (multifamily) rents—median rents for new leases across apartments in each metro area, per ApartmentList.com data from Aug 2022 to Feb 2026. Not single-family houses or all rentals. The table doesn't break it out by bedroom count (e.g., 1BR vs 2BR); it's the overall average per metro. Nationally, apartment rents are down ~5.5% from the 2022 peak as of early 2026.
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NoLimit
NoLimit@NoLimitGains·
🚨 U.S. rent prices are falling
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Drypto
Drypto@Dryptocurrency·
@cryptorand I think many like the certainty even if it hooks them into being dependent on a system out of their control. They may fantasize about financial freedom, but choose a steady pay cheque
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Rand Group
Rand Group@cryptorand·
Unpopular opinion: most people don't actually want financial freedom. They want a salary that removes the anxiety of checking their bank account. Freedom sounds exhausting when you think about it. Agree or nah?
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Drypto
Drypto@Dryptocurrency·
@MarkJCarney Yay, now can we prioritize Canada and create some real life changing revenue?
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Mark Carney
Mark Carney@MarkJCarney·
We’ve hit the NATO 2% spending target — so that our women and men in uniform have the resources they need to keep Canadians safe.
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Drypto
Drypto@Dryptocurrency·
@NoLimitGains If this is predictive of weaker future buys, would that likely be short-term which then possibly means good buying or DCA opportunities? And rebound and long term growth is likely? @grok?
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Drypto
Drypto@Dryptocurrency·
@NoLimitGains How can you track the wealthy and topncorporate leaders' investments or buy/well activity? Is it public or requires digging? @grok?
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