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
Original source ↗  |  January 14, 2026 at 18:01 UTC  |  Twitter - @krugermacro

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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