🚨 📊NEW Macro Minute: Predicted Stabilization in Markets, Decision Time A debrief of last week's panic, stocks, Treasuries and Bitcoin's bounce-back, and the long-term macro time scales to help you understand market moves. 🔥

Bitcoin & Markets

Macro Minute: Predicted Stabilization in Markets, Decision Time

Understanding last week's panic, Bitcoin's rebound, and the time scales guiding long-term market trends.

NEW!! - #Bitcoin Minute: 13F Deadline, Big Players Quietly Expand Bitcoin Holdings Goldman Sachs leads w/ $419M in ETFs, while international institutions increase stakes in $MSTR. Despite slower Q2, Q3 off to stronger start. Subscribe to the email list! Or become a member, first month free at the link in following post.

Bitcoin & Markets

Bitcoin Minute: 13F Deadline, Big Players Quietly Expand Bitcoin Holdings

Goldman Sachs leads with $419M in Bitcoin ETFs, while international institutions increase stakes in MicroStrategy. Despite a slower Q2, early signs...

Ethereans bending over backwards to say their ETFs are performing well. The AVG DAILY FLOW is -$29M!

I live streamed the CPI drop. Everything came out with consensus expectations. MoM 0.2% YoY 2.9% Like comment subscribe! https://www.youtube.com/live/y6kJLbK21S0

📈📊 NEW!! - Deflationary Drift: Insights from PPI, CPI, Stocks, Curves, and Shipping - Premium #PPI Trends, #CPI Expectations, Yield Curve Inversions, $SPX 500 Movements, and Global Shipping Costs w/ Deflationary Risks and Recession

Bitcoin & Markets

Deflationary Drift: Insights from PPI, CPI, Stocks, Curves, and Shipping - Premium

Analyzing PPI Trends, CPI Expectations, Yield Curve Inversions, S&P 500 Movements, and Global Shipping Costs in the Face of Deflationary Risks and ...

💢 Chinese credit creation and M1 are collapsing. Notice in the left chart of credit impulse, the normal cyclical peak that should have been in 2023 is absent. The trend in both charts is clear. What comes at the end of this decline? The China miracle is OVER guys, the economic model that saved and supported the CCP is imploding rapidly. They are edging closer and closer to major revolution IMO.

🔥 NEW!! - #Bitcoin Fundamentals Report #300 JOIN my live discussion of the Report in 30 mins! TG: t.me/bitcoinandmarkets YT: https://www.youtube.com/@btcmarketupdate Rumble: https://rumble.com/c/BTCandMarkets MARA borrows to buy Bitcoin, #Trump Jr Bitcoin platform, #China struggles, #Iran uncertainty, and price analysis - it wants to go up.

Bitcoin & Markets

Bitcoin Fundamentals Report #300

Marathon borrows to buy Bitcoin, Trump Jr Bitcoin platform, China struggles, Iran uncertainty, price analysis - it wants to go up, mining and layer...

I reported these tweets for threats of violence. Promoting violent arrest, infringement on human rights, and false imprisonment.

X (formerly Twitter)

Crown Prosecution Service (@CPSUK) on X

Think before you post! 📲✋ Content that incites violence or hatred isn't just harmful - it can be illegal. The CPS takes online violence seri...

X (formerly Twitter)

GOV.UK (@GOVUK) on X

Think before you post.

The architect of censorship on YouTube dies at 56 after battle with lung cancer. https://www.cnn.com/2024/08/10/business/susan-wojcicki-obit/index.html

Just finished my Friday LIVE stream on #commodities, #recession and #bitcoin. If you missed it, check it out here! Like, throw in a comment of where I'm wrong, and subscribe! https://youtube.com/live/VH6RnteVHYE

Busy, but this chart will bring you up-to-speed on my oil analysis.

📈 NEW!! - Macro Minute: Commodities Under Pressure, Support Recessionary Signals Exploring the weakening trends in oil, copper, and the commodity index, and what they signal for the global economy and #Bitcoin. Follow, sub free on website!

Bitcoin & Markets

Macro Minute: Commodities Under Pressure, Support Recessionary Signals

Exploring the weakening trends in oil, copper, and the commodity index, and what they signal for the global economy and Bitcoin.

A Tesla minivan? I have 4 kids, probably the only Tesla I'd think about buying.

"Cryptocurrency" mining. That's a scam word, because if they were trying to be accurate or even maximize SEO, they'd just say #Bitcoin. @zerohedge blocked me a long time ago on Twitter for pointing out their shitcoin bias.

ZeroHedge

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

On Monday, the day of the crash, I targeted the Death Cross for the rally. "These crosses are historically bullish, believe it or not. Price tends to rally toward the Schelling point of the cross, whether it be a death cross or a golden cross." 1/

⚠️ NEW!! - Rally or Retest? Navigating the Bitcoin Rollercoaster - Premium Analyzing Market Trends and Key Levels as #Bitcoin Faces Critical Short-term Decisions

Bitcoin & Markets

Rally or Retest? Navigating the Bitcoin Rollercoaster - Premium

Analyzing Market Trends and Key Levels as Bitcoin Faces Critical Short-term Decisions

I get it, but people actually hitting those numbers are not middle-class to start with. This is the real trap affecting the middle-class today: Used car: $20k, don't have money for new Wedding: $0, gotta get a career first Mortgage: $0, live with parents School debt: $50k, at state school and worked summers Total: $70k in debt by 30. But single, no kids, living at home, making barely above minimum wage. Culture is built to waste your time away from family and good values. Be humble and family oriented.

As expected, the US 2Y yield has likely put in a multi-month low on major oversold conditions in this panic. The path to lower recessionary yields won't be a straight line.

Before programming...

💢 Great last segment on China Update today. Excerpt from an academic piece on the scale of troubles China finds itself in. The scale of overcapacity is hard to believe. They are in a typical bust phase of a market, but instead of it being a market economy where the gov steps in with bailouts, it is an authoritarian directed economy. Creative destruction doesn't mean businesses fail, it means the CCP fails. Here is the op-ed published by the Council on Foreign Relations

Foreign Affairs

China’s Real Economic Crisis

The Chinese economy is stuck. Following Beijing’s decision, in late 2022, to abruptly end its draconian “zero COVID” policy, many observers a...