RazorSharpDNA 🧬 (@RazorSharpDNA) - Hồ sơ Twitter

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Fuck it‼️ Here’s my 2025-26 market call & plan: 1️⃣2025 Nov Jobs report weakens → Dec rate cut + QT ends → $TNX ↓ + final blow-off top into Q1/early Q2 2026 $QQQ $SPX 📈 2️⃣End Q1 2026/Early Q2 Black swan (tariffs/jobs/credit crisis/war/Trump surprise i.e. take your pick) → Fake correction Q2 with 15-20% dip → QE pump 💪 3️⃣📉 Short QE pump becomes dead cat bounce, followed by Q3/Q4 2026 inflation narrative returns, AI can’t save us, uncertainty rising, yada yada yada😭 Market crash💥 💀 late 2026. 🏁I’ve already started executing on my plan, smaller portfolio of Risk on assets with small caps, Crypto & hedges e.g. $TMF $EWZ. Started trimming positions for cash rebuild in Q4 2025, moving 40% into Cash, money market funds and short term Bonds yielding 4-5%. Short the top Q1/Q2 2026🚀➡️🪦 $SQQQ $RGTZ etc & start buying the dips DCA after the major crash 20%+💥 💰Q4 2026 into 2027. At least that’s what I’m doing with my DIY portfolio. I still have my standard passive investing going into my retirement funds mainly allocated to the S&P500 irrespective of what the market does, but I add significantly more on larger 🩸 dips to DCA better. Buy the fear, sell the greed!!! NFA, subject to change pending macro data monitoring 😀

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Forward Guidance@ForwardGuidance·2d

@BobEUnlimited @fejau_inc Apple 🎙️: shorturl.at/Se1Nt Spotify 🎙️: shorturl.at/hdfDU YouTube 🎥: youtu.be/91up0VxYeNw

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RazorSharpDNA 🧬@RazorSharpDNA·25m

@PeterSchiff Either way rate cuts and QE is coming before rate hikes

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Peter Schiff@PeterSchiff·1h

10-year Treasury yields hit 4.4% for the first time since July 2025. But war, exploding debt and soaring inflation will drive yields much higher. Without big rate cuts and massive QE (a mistake), stocks and real estate will crash, resulting in a financial crisis worse than 2008.

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RazorSharpDNA 🧬@RazorSharpDNA·27m

Unsustainable exponentially growing debt & recession fears > oil inflation risks. Rates must be lowered before we get to the rate hiking part of the cycle.

RazorSharpDNA 🧬@RazorSharpDNA

Rates need to be lowered, the debt needs to be refinanced or else it doesn’t matter what happens with the oil shock, the country will self implode. You can’t keep the illusion going unless you reduce rates & print more money. Buy $BTC and chill.

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RazorSharpDNA 🧬@RazorSharpDNA·30 Eki

Fuck it‼️ Here’s my 2025-26 market call & plan: 1️⃣2025 Nov Jobs report weakens → Dec rate cut + QT ends → $TNX ↓ + final blow-off top into Q1/early Q2 2026 $QQQ $SPX 📈 2️⃣End Q1 2026/Early Q2 Black swan (tariffs/jobs/credit crisis/war/Trump surprise i.e. take your pick) → Fake correction Q2 with 15-20% dip → QE pump 💪 3️⃣📉 Short QE pump becomes dead cat bounce, followed by Q3/Q4 2026 inflation narrative returns, AI can’t save us, uncertainty rising, yada yada yada😭 Market crash💥 💀 late 2026. 🏁I’ve already started executing on my plan, smaller portfolio of Risk on assets with small caps, Crypto & hedges e.g. $TMF $EWZ. Started trimming positions for cash rebuild in Q4 2025, moving 40% into Cash, money market funds and short term Bonds yielding 4-5%. Short the top Q1/Q2 2026🚀➡️🪦 $SQQQ $RGTZ etc & start buying the dips DCA after the major crash 20%+💥 💰Q4 2026 into 2027. At least that’s what I’m doing with my DIY portfolio. I still have my standard passive investing going into my retirement funds mainly allocated to the S&P500 irrespective of what the market does, but I add significantly more on larger 🩸 dips to DCA better. Buy the fear, sell the greed!!! NFA, subject to change pending macro data monitoring 😀

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RazorSharpDNA 🧬@RazorSharpDNA·30m

Rates need to be lowered, the debt needs to be refinanced or else it doesn’t matter what happens with the oil shock, the country will self implode. You can’t keep the illusion going unless you reduce rates & print more money. Buy $BTC and chill.

Wall Street Mav@WallStreetMav

The US Treasury debt jumped by another $1 trillion in five months, and by $2 trillion in 7.5 months to $39 trillion now. We will hit the $40 trillion milestone, in a few months, with the war in Iran likely to add extra $100 to $200 billion that was not expected. Buy your gold and silver on this price dip ... This debt train won't be stopping. We are already spending 25% of all tax revenue on interest payments for the national debt. This is not even remotely sustainable as the debt continues to grow faster than the economy. Source: Wolfstreet dot com

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RazorSharpDNA 🧬@RazorSharpDNA·38m

‼️ It’s all smoke and mirrors folks, the timing is unclear, but the sequence of events is rate drop first, then raise rates later. The fed cannot raise rates. They also can’t lower them, yet….So for now it’s hold the line, but it seems inevitable rates get lowered 1st in the sequence of events either way. If this war/oil shock is quickly resolved, markets will rip & interest rates will be lowered as inflation scares will be gone. If the oil shock prolongs, the markets crash and rates need to be lowered to save the markets 🤷‍♂️ Either way we’re going to lower rates 1st before we raise rates imo. The greater concern & driving force now is recession as a result of this shit show war catalyst. There’s no fucking way they raise rates going into a recession. Remember the Government actually wants inflation, it’s good for business. The Fed is influenced by the Government despite the bs independence preached. So they will wait until something clearly breaks, then lower the rates which will sadly make inflation worse for the next wave, but that’s a hidden tax, all that matters is the illusion of helping the consumer by lowering rates that will supposedly save us all 🤷‍♂️ Money printer go brrrrrr 🏁It’s all smoke and mirrors folks, the timing is unclear, but the sequence of events is rate drop first, then raise rates later.

Watcher.Guru@WatcherGuru

JUST IN: 🇺🇸 Fed Governor Christopher Waller says he was ready to cut interest rates until oil prices raised inflation risks.

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Jurrien Timmer@TimmerFidelity·2h

Bitcoin has been very resilient in recent weeks, and we can see below how the 52-week Z-score has been recovering (along with ETH) while the rest of the asset class spectrum has been weakening. The outlier there of course are commodities (BCOM).

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RazorSharpDNA 🧬@RazorSharpDNA·1h

This correlation will likely break once stocks truly crash & bonds go the other way 🤷‍♂️

Hedgeye@Hedgeye

Stocks and Bonds have a positive correlation of +0.91 on an immediate-term TRADE (15d) basis.

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RazorSharpDNA 🧬@RazorSharpDNA·4h

@Micro2Macr0 Chip wars ouch

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Micro2Macr0@Micro2Macr0·5h

That's a headline you don't expect to see. $SMCI

NIK@ns123abc

🚨BREAKING: SUPER MICRO CO-FOUNDER ARRESTED FOR SMUGGLING $2.5B IN NVIDIA GPUs TO CHINA >SMCI co-founder Yih-Shyan "Wally" Liaw arrested today >personally holds $464 MILLION in SMCI stock >charged with smuggling BILLIONS in Nvidia servers to china >used a southeast asian shell company to funnel $2.5B in servers to chinese buyers >$510 million worth shipped in just THREE WEEKS in spring 2025 >built thousands of fake dummy servers to fool U.S compliance auditors >caught on surveillance camera using a HAIR DRYER to swap serial number stickers >coordinated the whole thing over encrypted group chats >SMCI down 12% after hours >faces up to 30 years in federal prison ITS SO OVER…

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RazorSharpDNA 🧬@RazorSharpDNA·4h

@Thebestfigen Boys just being boys 🤷‍♂️

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The Best@Thebestfigen·1d

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RazorSharpDNA 🧬@RazorSharpDNA·4h

@jonatanpallesen AI replaced that too

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Jonatan Pallesen@jonatanpallesen·7h

The proportion of high-IQ people in the world is declining fast.

Jonatan Pallesen@jonatanpallesen

The total number of smart people in the world has just peaked. And now it's about to crash.

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Investment Wisdom@InvestingCanons·12h

"Extreme patience combined with extreme decisiveness. You may call that our investment process. Yes, it's that simple." — Charlie Munger

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RazorSharpDNA 🧬@RazorSharpDNA·5h

@SteveStuWill The purge!!

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Steve Stewart-Williams@SteveStuWill·18h

The happiest countries in the world tend to have the most heavy metal bands. stevestewartwilliams.com/p/political-bi…

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RazorSharpDNA 🧬@RazorSharpDNA·6h

@sciencegirl Expensive shit

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Science girl@sciencegirl·10h

Black Ivory Coffee, one of the rarest and most expensive coffees, made from beans processed by elephants

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RazorSharpDNA 🧬@RazorSharpDNA·6h

@GeneInvesting Who doesn’t 😂 I’m nibbling again. Waiting for a bigger market drop before taking a larger bite.

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Gene Investing w/Anthony 🧬@GeneInvesting·10h

@RazorSharpDNA If you like money ;)

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RazorSharpDNA 🧬@RazorSharpDNA·2d

I guess the clinical hold is over for $NTLA should I buy back in 🤔

RazorSharpDNA 🧬@RazorSharpDNA

$NTLA sadly 💀 💰 until the clinical hold is lifted. PSA even the best mature biotech companies have unexpected issues resulting in clinical holds sometimes. Investing in biotech can be unpredictable, never go full retard with your life savings into a single biotech stock.

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Global Markets Investor@GlobalMktObserv·14h

‼️Hedge funds are shorting the US market at an accelerating pace: Hedge fund short positions in US-listed ETFs spiked +10% on Thursday, the 2nd-largest one-day increase on RECORD. The only bigger spike came during the April 2025 SELLOFF👇 globalmarketsinvestor.beehiiv.com/p/us-stocks-po…

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zerohedge@zerohedge·18h

There's the flush: "LOs net sold -$9.6bn across our floor today and ran a 50% sell skew (most of this within LT/PT channels). That is the largest day of net selling in our data set's history going back to 2022 and a 5 sigma event." - GS

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Jurrien Timmer@TimmerFidelity·23h

For me the most interesting development of the past few weeks is the upward pressure on bond yields and the resilience of Bitcoin. Both the 10-year yield and the dollar index are at major resistance levels. This next chart illustrates the resilience of Bitcoin as well. It has gained ground while gold has lost some oomph. Bitcoin has acted more like a risk asset lately, so this is noteworthy.