Сигналы
3
Baek Jung
Генеральный директор, SmashFi
Винрейт
100.0%
доходность
+3.3%
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Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
27 мая
$75500.00
+4.2%
Bitcoin will transform from a risk asset into a digital real asset as global trust in sovereign bonds erodes and central banks engage in stealth QE. Bitcoin's scarcity (stock-to-flow ratio 124 vs gold's 60), smaller market cap (1/15 of gold), and upcoming legal catalysts (Clarity Act, ARMA Act) will drive massive demand over the next two years, positioning it as a premier safe-haven asset.
Криптоактивы
Лонг
27 мая
$408.79
+3.3%
Gold is a timeless, simple real asset that becomes a perfect long-duration safe haven when faith in government bonds collapses. Its large market cap and recent price run-up make it less attractive than Bitcoin on a relative basis, but it remains a core real asset for the coming regime shift.
Сырьё
Шорт
27 мая
$85.33
+2.4%
Long-term US Treasury yields (especially 30-year) are rising simultaneously across developed countries without clear reason, indicating a structural loss of trust in sovereign debt. The Fed will be forced into stealth quantitative easing to avoid a bond market crisis, but yields will continue to rise over the next two years as the market repudiates financial assets. This makes long-term US Treasuries unattractive and likely to decline in price.
Облигации и ставки
Показано 3 из 3 коллов · сортировка по упоминаниям
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У Baek Jung на Buzzberg отслеживается 3 торговых идей по 3 тикерам с мая 2026. Чаще всего покрывает: BTC, GOLD, TLT.
