What are wclemente's latest trade ideas?

"There’s been so much doom on my timeline lately that tbh I didn’t even notice Morgan Stanley is gearing up to launch its own Bitcoin ETF at 10 bp lower fees than Blackrock’s offering. Their distribution is huge. Best news in a while for BTC."

𝕏 @wclemente ⏲ medium-term Source ↗

April 06, 2026 at 20:28

𝕏 @wclemente

Latin American equities present a compelling long opportunity driven by structural macro improvements and severe fiscal austerity, as exemplified by Argentina's massive public spending cuts.

ILF MED Mar 30, 18:44

"Bullish Latin America. Bullish the Western Hemisphere."

𝕏 @wclemente ⏲ long-term Source ↗

March 30, 2026 at 18:44

𝕏 @wclemente

The equity market is unlikely to break down further because bearish sentiment is already high and investors are heavily hedged, limiting downside potential.

SPY MED Mar 11, 14:21

"The main reason that the equity market is probably having a tough time breaking down is that everyone is already paying for insurance on their portfolios"

𝕏 @wclemente ⏲ short-term Source ↗

March 11, 2026 at 14:21

𝕏 @wclemente

The author is long Bitcoin, expecting it to rise as real interest rates are poised to go lower due to Fed cuts amidst geopolitical tensions and economic reacceleration.

BTC HIGH Mar 02, 15:29

"Long as of this morning in pa for first time in a while."

𝕏 @wclemente ⏲ medium-term Source ↗

March 02, 2026 at 15:29

𝕏 @wclemente

The author posits a long-term bearish macro view where AI-driven job displacement for recent graduates will create a generational student debt crisis, posing a significant problem for the broader economy.

SPY HIGH Feb 22, 19:31

"What happens when all of these college graduates take out increasingly large relative amounts of debt to their salaries and suddenly those jobs get displaced by AI and the ROI for your debt becomes 0?"

𝕏 @wclemente ⏲ long-term Source ↗

February 22, 2026 at 19:31

𝕏 @wclemente

A long-term bullish view on assets in the US Southeast, driven by corporate and capital migration from high-tax states like New York to business-friendly states like Florida.

XLRE MED Feb 17, 21:40

"The shift of the financial center of gravity for the US towards the Southeast is accelerating"

𝕏 @wclemente ⏲ long-term Source ↗

February 17, 2026 at 21:40

𝕏 @wclemente

Bitcoin is in a long-term buying zone, as two historically reliable bottoming indicators (Mayer multiple and the 200-week moving average) are signaling accumulation.

BTC HIGH Feb 12, 13:20

"Both of these are clearly in long term accumulation territory. $BTC"

𝕏 @wclemente ⏲ long-term Source ↗

February 12, 2026 at 13:20

𝕏 @wclemente

The author posits that potential coordination between the Treasury and the Fed to lower the US debt burden (implying lower real yields) will mark a bottom for Bitcoin's price.

BTC MED Feb 09, 14:39

"If Warsh/Bessent are coordinating to reduce the debt burden, this is bottoming"

𝕏 @wclemente ⏲ medium-term Source ↗

February 09, 2026 at 14:39

𝕏 @wclemente

Current Bitcoin

BTC Jan 20, 17:57

𝕏 @wclemente Source ↗

January 20, 2026 at 17:57

𝕏 @wclemente

Bitcoin has

BTC Jan 18, 16:13

𝕏 @wclemente Source ↗

January 18, 2026 at 16:13

𝕏 @wclemente

The tweet highlights

GLD Jan 16, 21:16

𝕏 @wclemente Source ↗

January 16, 2026 at 21:16

𝕏 @wclemente

Bitcoin

BTC Jan 13, 21:37

𝕏 @wclemente Source ↗

January 13, 2026 at 21:37

𝕏 @wclemente

Bitcoin's rally

BTC Jan 13, 21:26

𝕏 @wclemente Source ↗

January 13, 2026 at 21:26

𝕏 @wclemente

The tweet notes a

BTC Jan 12, 17:22

𝕏 @wclemente Source ↗

January 12, 2026 at 17:22

𝕏 @wclemente

The tweet

CORN Jan 12, 17:04

𝕏 @wclemente Source ↗

January 12, 2026 at 17:04

𝕏 @wclemente