IDEA [3] TICKER: BTC (or Crypto) DIRECTION: long THESIS: Bitcoin is currently disconnected from rising global liquidity, but historical patterns suggest it will catch up in time. Patience is required for the market to align. SPEAKER: @raoulgmi TIMEFRAME: medium-term

IDEA [4] TICKER: Brent Crude Oil (or OIL) DIRECTION: short THESIS: The geopolitical premium in Brent crude oil is unsustainable and will reverse sharply to the downside, as it's unwise to long geopolitical risk in a structural bear market for oil. SPEAKER: @burggrabenh TIMEFRAME: short-term

IDEA [6] TICKER: Copper (or HG=