With US debt/GDP >120% & US True Interest Expense >100% of receipts, “Fed independence to set rates” means the Fed de facto sets US domestic economic policy & US foreign policy because Fed rate hikes raise interest expense, crowding out Entitlements, Defense, & Foreign Aid. https://t.co/qZPmVdPbve
Original source ↗  |  January 12, 2026 at 01:03 UTC  |  Twitter - @lukegromen

IDEA 15 TICKER: DOLO DIRECTION: long THESIS: The speaker believes "Dolo" is "looking good," indicating a bullish outlook for the asset. SPEAKER: @sigmasquared_ TIMEFRAME: short-term

IDEA 23 TICKER: New Crypto Projects / ICOs DIRECTION: avoid THESIS: The speaker views new crypto project launches and ICOs as designed to "dump on retail," suggesting they are poor investments for average participants. SPEAKER: @krugermacro TIMEFRAME: medium-term

IDEA 28 TICKER: Gold (XAU), Silver (XAG) DIRECTION: long THESIS: Gold and silver rising despite a margin hike is seen as a significant bullish sign, indicating physical demand from Asia is gaining control over paper markets. SPEAKER: @lukegromen TIMEFRAME: medium-term

IDEA 30 TICKER: Crypto Market (e.g., TOTAL, BTC, ETH) DIRECTION: long THESIS: The speaker expresses a general bullish sentiment for "all the coins," indicating an expectation for the broader cryptocurrency market to rise. SPEAKER: @sigmasquared_ TIMEFRAME: short-term

IDEA 34 TICKER: Broad Market (likely Crypto) DIRECTION

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