Thiccy

Trump's massive tariffs were struck down, replaced by a temporary, lower 10% global tariff until July. Tariffs act as friction on the bottom line of global US companies. The removal or reduction of these tariffs removes that friction, effectively boosting margins and encouraging trade volume. Short-term bullish for US indices as corporate earnings face fewer headwinds. Trump finding a new legislative path to reimpose high tariffs after the July deadline.

Thiccy notes that "Chinese grandmas" and central banks are aggressively buying metals, while Bitcoin is stagnant. Eastern capital is seeking to escape local currency debasement but views Bitcoin as a "US/Trump proxy" due to ETFs and political embrace. Therefore, the true "anti-fiat" flows are reverting to traditional metals, which have deep liquidity and high volatility. LONG. Metals are currently capturing the liquidity that crypto natives expected to flow into BTC. A sudden reversal in the US Dollar strength or a geopolitical shift that makes BTC neutral again.

Thiccy notes that "Chinese grandmas" and central banks are aggressively buying metals, while Bitcoin is stagnant. Eastern capital is seeking to escape local currency debasement but views Bitcoin as a "US/Trump proxy" due to ETFs and political embrace. Therefore, the true "anti-fiat" flows are reverting to traditional metals, which have deep liquidity and high volatility. LONG. Metals are currently capturing the liquidity that crypto natives expected to flow into BTC. A sudden reversal in the US Dollar strength or a geopolitical shift that makes BTC neutral again.

The author is bearish on gold, using colloquial language to imply it is vulnerable to being "carved up" (a significant price drop), likely based on the attached chart.

Short online gambling/speculation platforms as the retail capital base fueling them is shrinking and dependent on non-recurring capital injections.

Trump's massive tariffs were struck down, replaced by a temporary, lower 10% global tariff until July. Tariffs act as friction on the bottom line of global US companies. The removal or reduction of these tariffs removes that friction, effectively boosting margins and encouraging trade volume. Short-term bullish for US indices as corporate earnings face fewer headwinds. Trump finding a new legislative path to reimpose high tariffs after the July deadline.

Trump's massive tariffs were struck down, replaced by a temporary, lower 10% global tariff until July. Tariffs act as friction on the bottom line of global US companies. The removal or reduction of these tariffs removes that friction, effectively boosting margins and encouraging trade volume. Short-term bullish for US indices as corporate earnings face fewer headwinds. Trump finding a new legislative path to reimpose high tariffs after the July deadline.

The speaker explicitly states, "Zcash looks really good here is pretty much my only take." This call is made in the context of the US government potentially needing to refund $175 billion in tariffs with "no plan to refund this money," implying further debasement or fiscal chaos. Privacy assets are viewed as a hedge against systemic financial mismanagement. A high-conviction contrarian play on privacy coins amidst fiscal irresponsibility. Regulatory crackdowns on privacy coins or lack of adoption compared to transparent chains.

Thiccy argues that a bull market requires a "new cohort of unsophisticated masses with capital." Currently, that capital is in Web2 AI (VCs and startups with inflated valuations). Crypto 2021 was fueled by stimulus checks; the current mania is fueled by AI speculation. The "dumb money" is chasing AI startups and infrastructure, making it the current venue for bubble-like returns. LONG. Follow the flow of unsophisticated capital. The AI bubble bursts or fails to deliver revenue commensurate with valuations.