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Feb 11, 11:13
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There is an 80% gap between current AI adoption and full market saturation - which is inevitable. https://t.co/Gqw8YG11hD
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Feb 11, 10:09
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Early 2026 AI is giving me early 2017 crypto vibes. https://t.co/ikkqCGfPg5
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Feb 08, 19:32
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I've never been more optimistic about the future than now. Productivity, revenues and scientific discoveries are highly likely about to skyrocket. https://t.co/a00JzN2OFC
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Feb 08, 18:59
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Why most crypto tokens have failed
Most tokens ever created are worthless by design because of outdated regulations.
The SEC’s Howey Test & regulation by enforcement forced projects to strip tokens of all rights to avoid the security label. This created a lethal combo: purely
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Feb 07, 22:50
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On this recent interview Warsh argues we are entering the most significant productivity boom of our lifetimes.
The key takeaway: Anecdotes are currently outstripping data. While government statistics (BLS, Commerce) are stuck in the 1970s, real-world implementation is moving at
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Feb 07, 22:20
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Comical chart, don't see this every day https://t.co/pWVGF8iUQd
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Feb 07, 21:51
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The AI productivity boom is real and just getting started https://t.co/PEkyWUKVOi
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Feb 07, 21:45
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Many equities were also down 10 to 20% on 2/5. It was just a very bad day for risk assets. And bounced just as much the day after. There clearly is no 2/5 ghost. No culprit to go after. https://t.co/SjMvWvqjVI
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Feb 06, 20:35
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Bottomed. Not gay. https://t.co/qbNPDQ2iEk
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Feb 06, 16:15
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BTC already +15% off the bottom
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Feb 06, 15:56
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After a market crash, an aggressive next-day bounce is vital. That’s how you know if a bottom is likely in or not.
When the bounce is weak, on the subsequent pullback, traders who longed the blood will puke it all back.
When the bounce is strong, on the subsequent pullback,
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Feb 06, 09:43
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Excellent analysis, though to me the market has been getting ahead of itself. Warsh has not even been appointed yet. Nor spoken since his nomination. He was only 25% priced in. And much more hawkish than his competitors. But he still is dovish on a net basis. Trump did not https://t.co/dxKWI7dYw6
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Feb 06, 08:04
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Btw Warsh was the main trigger that started the chain reaction last week. His nomination triggered similar moves in other asset classes, all interconnected.
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Feb 06, 06:59
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What went wrong with crypto
1. 10/10 slaughter (will I get sued if I mention Binance?).
2. Digital Asset Treasuries (DATs) hangover.
3. Reversed flows from crime syndicates: major flows reversed after the DoJ indictment of the Cambodian Prince Group last October.
4. Quantum
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Feb 06, 03:33
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Agree https://t.co/dVcVD7yMRq
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Feb 06, 01:36
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Friends I really do not know where the bitcoin bottom is but I can recognize extreme conditions that you only see close to bottoms *in time*, such as extreme negative funding, options skew at levels only seen once before since 2022 (FTX day), and volumes & liquidations at https://t.co/vqlp32LxEL
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Feb 06, 00:22
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Incredible. BTC 1W skew @ 33. https://t.co/xyAeWPg1Zs
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Feb 05, 23:23
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I really hate how when things go to shit, people with zero skin in the game start mocking those with skin in the game. And no, I'm not a Strategy investor and never been. https://t.co/SwSaopGv74
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Feb 05, 23:10
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Quantum stocks are down more than bitcoin since everyone started talking about quantum in October. Quantum topped five days later.
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Feb 05, 21:25
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BTC just broke. Insane volume and liquidations. https://t.co/NjTOFFEfls
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Feb 03, 14:00
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So there I am, scrubbing this old lamp I found at a garage sale, and WHAM, a genie pops out in a cloud of vape smoke and patchouli. He looks at me, bored as hell, and says :
"Look man, I'm on a tight schedule. You get one wish. I could give you eternal life, a trillion dollars
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Feb 03, 01:55
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Hyperliquid https://t.co/AMvyzfXzLD
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Feb 02, 22:50
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The Treasury coordinates borrowing needs with the Fed and shifts borrowing to Tbills (on the front of the curve) at the lowest possible rates.
The Fed also stops paying interest on reserves, incentivizing banks to redeploy on treasuries.
That's how you reduce the Fed's balance https://t.co/eWfJjF9ATb
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Feb 02, 11:52
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We are not far from Warsh reminding the market how dovish he is on the rates side, despite his small balance sheet stance.
His first post-nomination interview should break the downtrend that started last Thursday.
Some assets offer some very compelling entry points around here,
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Jan 30, 21:22
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Watch this https://t.co/0Taxbpjcrx
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Jan 30, 20:49
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Had been a while since markets were this much fun. On top of that insane things are happening on the AI front. Take Moltbook for example, a Reddit for AI agents created two days ago. It already has 37K agents who are creating religions and discussing new languages.
Guess there's https://t.co/vXum0AQRqT
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Jan 30, 19:05
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Epstein files show Bill Gates asking Epstein for “antibiotics” to give his wife, Melinda because he contracted an STD from “Russian girls.”
Windows Defender couldn't quarantine the Russian virus
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Jan 30, 18:32
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This is what happens when crypto bros get involved in precious metals. fwiw I just longed some silver, looking for a 10% bounce. https://t.co/y723J7TTSu
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Jan 30, 17:53
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Bitcoin took 6 weeks to go from 120 to 80
Silver is going from 120 to 80 in 2 days.
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Jan 30, 07:01
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Mapping the market's reaction to a Warsh Regime
- Sound Money: USD up, Flattener
- Fed Independence Fears: USD down, Bear Steepener
- Rate Cuts (+ than priced in): USD down, Bull Steepener
- QT: USD up, Bear Steepener
- Risk Off: USD up
Think Warsh's New Fed-Treasury Accord
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Jan 30, 05:39
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Warsh's track record as Fed Governor is not the best, but there's unique credibility in a former inflation hawk advocating for aggressive cuts. https://t.co/X76zTthBkH
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Jan 30, 05:08
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Good take. Rieder and Hassett were the more bullish candidates for risk assets though. At least short term. https://t.co/6dJnJuDZen
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Jan 30, 00:43
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Kevin Warsh is rumored to be the incoming Fed Chair, with Trump's announcement expected tomorrow. The spike in Polymarket odds suggests a leak.
Warsh has advocated for a structural overhaul of the Federal Reserve and a "new Treasury-Fed Accord."
He posits that an AI-driven https://t.co/E4wzy3uy5b
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Jan 27, 16:58
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People joke about AI agents. Deservedly, as giving an early-stage agent control over your emails, socials, or finances is a ticking bomb. Millions will try it, get hacked, and lose it all. But these are early innings. Using AI agents to manage our lives is inevitable. We either https://t.co/MM8tNyFutZ
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Jan 27, 04:42
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You want to read this
TL;DR: Amodei argues that powerful AI, potentially arriving as early as 2026, could compress a century of scientific and social progress into a single decade. https://t.co/hIvvuFgIm3
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Jan 27, 04:36
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Nonsense. Silver like many financial assets has a fat-tailed distribution, meaning extreme moves happen far more often than a normal distribution would predict. https://t.co/BTnl94mtF5
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Jan 26, 20:44
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Hyperliquid is now a Tradfi decentralized exchange https://t.co/g1SIrjnn05
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Jan 26, 19:27
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There are 118 elements. 95 of them are metals. 15 of the metals are financialized, tradeable via futures or ETFs.
There are 29.91 million cryptocurrencies tracked by CoinMarketCap.
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Jan 26, 18:57
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Give the Optimus a flamethrower. No more snow. https://t.co/TXLIT8DdLZ
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Jan 21, 20:45
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TACO in this context is trader talk for "Trump reversal". It has no negative connotation.
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Jan 21, 19:29
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Full TACO in effect. Let's now see how price follows. https://t.co/37SaDhxxpq
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Jan 20, 18:15
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Chile would also get access to 3 world cups, 16 copa americas, and more attractive women.
Sounds like a great deal to me.
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Jan 19, 20:26
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Most Senior Devs in crypto can ship a token.
Few can architect high-performance Perps or Interop infra across Solana and ETH.
One of the few engineers I’d trust with a 9-figure TVL is looking for a new challenge.
If you’re building something serious, DM me for an intro.
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Jan 19, 19:34
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Breaking: Argentina is exploring the strategic acquisition of Chile to block Chinese influence in the Pacific. In exchange, Chileans will receive Argentine passports, the greatest passport in the world, plus a one-time Prosperity Bonus of 1 million Argentine pesos per capita.
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Jan 16, 15:35
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Warsh taking spot #1 on betting odds. He's a slightly less dovish alternative than Hasset given he's against QE. Better for bond markets as well. https://t.co/q1Bi2Mro6h
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Jan 15, 16:40
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Excellent news. Looking forward to all the botters running AI slop for yaps to pivot to another industry, https://t.co/rU54FimVNM
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Jan 14, 20:59
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Excellent onchan charts in here https://t.co/kUZt552rJL
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Jan 14, 19:43
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Incoming OnlyFans recession: AI-generated girls flood the market → infinite supply → creator earnings → zero.
What will OF girls do for a living then? https://t.co/g6p7PmFA7Y
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Jan 14, 18:01
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Highly recommend reading this. Not fresh news, but it has major geopolitical implications. TL;DR: The 2025 National Security Strategy marks a fundamental shift from "major power competition" to a "spheres of influence" model, deprioritizing global leadership and the rules-based
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Jan 14, 17:45
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"Experimental". Kashkari must be the most clueless member of the FOMC. Confidently clueless. Crazy that guy is there voting on where interest rates should be. https://t.co/odVkPDzLmo
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Jan 14, 16:59
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The BTC rally since Sunday's Powell subpoena news has been largely driven by Coinbase spot buyers. You could see it on the Adjusted Coinbase Premium and on CVD.
A true hated rally. Even by bitcoiners themselves.
Every crypto chat room has been saying every day for over a month https://t.co/qA5NM7eXIo
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Jan 13, 22:13
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About time. Dead bears every where.
beautiful short squeeze https://t.co/rHjzfJglj8
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Jan 12, 21:00
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How to launch a crypto project in 2026:
➤ Raise at 100M FDV
➤ Realize nobody will buy that
➤ Do an ICO at 20M FDV
➤ Offer KOLs 10M FDV with 100% unlocked
➤ Dump on retail
Crypto is a joke. https://t.co/E7qkySofkr
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Jan 07, 00:33
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It's time to get coding https://t.co/JxnONa7Q9g
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Jan 06, 17:14
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2026 will be the year of Polymarket
Betting volumes will go through the roof with the World Cup
Smart botters will make bank
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Jan 06, 16:58
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"The three-month moving average of job growth excluding healthcare is now negative for the first time outside of recession in more than 25 years ... slower hiring, a clear increase in slack, and moderating wages is not the backdrop for keeping policy restrictive." https://t.co/hMiVvtC2qG
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Jan 06, 14:48
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This chart highlights the importance of the 50 WMA, as it has served as a key battleground in both 2018 and 2022. Price pushing above it would signal four year cycle bears are wrong. https://t.co/RVJG4Wfgr8
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Jan 06, 14:43
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This projected sequence from early November has been unfolding more or less as anticipated. For crypto, the stark contrast between December and January confirms tax-loss selling was a primary headwind. The announcement of the new Fed Chair still lies ahead. For BTC its first https://t.co/sb1l3l4GE0
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Jan 05, 23:50
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A not so fun fact about Vietnam: pollution in Hanoi during the winter is so bad you can get sick just from breathing. 24 hours outdoors can be equivalent to smoking 8 cigarettes. https://t.co/ZbmXCWwcZD
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Jan 05, 21:43
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Maduro leaves behind a remarkable track record.
He oversaw the most efficient destruction of a modern nation-state in history. Under his watch:
• GDP shrank by 80%, a peacetime collapse 3x more severe than the US Great Depression.
• Cumulative inflation hit 150 trillion
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Jan 05, 21:33
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The 4 year cycle is officially over. We can finally move on. https://t.co/rXQdTC7JNH
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Dec 11, 15:16
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Thank you Oracle https://t.co/pgr7k3zvmY
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Dec 11, 12:48
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The Fed just committed to buying $40B in Treasuries every month, and the market is screaming “QE!”
Here is a look at how the Fed’s Reserve Management Purchases (RMP) structurally differs from Quantitative Easing (QE), and its implications.
➤ https://t.co/JKjRKfPVBI https://t.co/LtyBflVDX4
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Dec 11, 01:37
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Bitcoin is not an asset whose marginal buyer is reserves constrained. Therefore, even if mapping a reserve based framework onto BTC can be useful, in most cases doing so introduces more noise than insight.
The emphasis on central bank liquidity as the main driver of bitcoin
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Dec 10, 19:59
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Powell clearly in a good mood today
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Dec 10, 12:17
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My base case for today's FOMC
1) 25bp cut - almost fully priced-in (~90%).
2) Powell raises the bar for additional cuts - highly anticipated.
3) No major surprises on the dots.
=> priced-in Hawkish cut = chop
The possible surprise: announcement of T-Bill Reserve Management
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Dec 09, 00:51
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Great news https://t.co/WcZykdpbGA
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Dec 06, 02:27
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The L1 Valuation Expert https://t.co/jASZLOnF9n
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Dec 05, 17:44
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The Reasonoooor https://t.co/r8EOKGDOyF
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Dec 05, 00:58
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HSBC on rates: either bear or bull steepener ahead. "Our view is that the Fed is likely to commence net asset purchases, concentrated in T-bills, from Q1 2026". What I've been calling QE.b.
The market has started putting steepeners on again after six months of chop. https://t.co/aOXQZJpKDW
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Dec 04, 21:50
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Excellent piece from Blackrock on the investment outlook, co-authored by Rick Rieder, one of the contenders to succeed Powell as Fed Chair.
"The challenge for investors is reconciling the huge capital spending plans with their potential AI revenues. Will their orders of
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Dec 04, 04:59
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The world may end within 299 years.
Consider yourselves warned. https://t.co/GXxZhMI9k1
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Dec 04, 02:01
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There's a new scam going around Telegram. If they come after you, remind the hacker that Kim Jong Un is gay. https://t.co/yZ162EsncV
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Dec 04, 00:06
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Yes, the people are retarded. This is definitive proof. https://t.co/BiG4ZxKeWF
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Dec 03, 15:33
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Interesting plot twist here
Regional Fed Presidents are all up for reappointment in February 2026 (happens every five years).
2 out of the 12 presidents would fail such a residency test: Hammack (who would be the most hawkish FOMC voter in 2026) and Paulson. https://t.co/vezvbTZYB0
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Dec 03, 14:51
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Doctor’s orders for my mental health: one 10% market pump and a 30-day vacation. So I'll be taking most of December off. Should I touch grass in silence or pivot to full-time travel influencer?
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Dec 03, 02:00
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This has to be of the best ideas ever https://t.co/BdRBgvbfsV
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Dec 03, 01:48
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The two smartest people I went to school with are both unemployed. One became a yogi and has not even opened chatgpt once. The other quietly runs his family office from home. Peak intelligence comes with an allergy to 9-to-5. https://t.co/QeCGopQu29
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Dec 02, 21:25
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RIP fomo buyers, as always. https://t.co/gDAgRUROkM
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Dec 02, 19:06
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Kevin Hassett, future Fed Chair? https://t.co/c9i9a5wnwZ
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