11 Comments
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George Aldous's avatar

“Bad Gurl Yellen pleased her boss. Can Buffalo Bill Bessent find his BBC and Bismarck the markets into shape for the Team Red Republics to get out the vote amongst those who hold financial assets in the 2026 midterm elections?”

Only you Arthur can concoct such a literarily compelling sentence…

Jake Jillyhold's avatar

Good read man thank yoy

RG's avatar

Looks like stoncks not gonna to stonck. Huge gains todays across all stoncks. No way stoncks will go down after a day like this.

In the meanwhile even without stoncks puking crypto is going crazy too.

Was planning to buy but due to reading this 'setup' decided to not go all in and the result is I missed it.

All pseudo analysis above is basically invalidated by just one day.

PatronLibertad's avatar

This shortages always end in more printing, that is why Bitcoin tends to move hard after that. Good context for what might fuel the 2026 run.

Andre F.'s avatar

But… but… the five biggest holders only add up to less than 10% of IBIT, and IBIT itself makes up roughly 2% of Bitcoin’s market cap. Can that really swing the market this much?

Coinsigliere's avatar

After 10/10 the crypto market is experiencing a liquidity constriction as some of the market makers have privately exploded - thus we're experiencing an internal of Crypto Quantitative Tightening, if you will. But notwithstanding all of the headwinds, I see the bottom come today whilst stonks continue to tumble for awhile, just as we saw crypto front run both the downswing and the up swing. Up only from here, comrades. HODL fast to your bags. A wild and explosive ride is before us.

Donteo's avatar

correct me here but the Yuan is down agaisnt gold,, which seemed to be the chinese Idea ,,

that was Howel saying that but it does seem to be born out , that and collateral mechanism ..

I don't see why Blockchain gold wouldnt do well. why not ? solve for paper gold.

in any case the actionable is simply tread water, and head above , survive.

As you have been saying for a while unless a protocol actually solves for something - Zcash,,

and the token is direct benefit...if not then why exist other then a get rich for founders / VCs.,,

long Zcash

John's avatar

The latest BB formula I can find for USD Liquidity Conditions is [ FARBAST Index - (RRPQTOON Index * 1000) - CERBTGAN Index + NYRPVOA Index - FARWFOIA Index + FESLTOTL Index ]

But the values it gives don't match your charts. Has there been an update?

TXUUQ's avatar

Thanks for clarifying the situation!

Pat B.'s avatar

How do I buy cheap vols?

Strategy Master's avatar

He is long.

And he is right.

Let the next 2 months bring the biggest bull