US Treasuries trade ever more like other risk assets. As we speak, yields are on net barely changed on the day despite a sharp drop in stocks. Treasuries’ portfolio diversification benefits are much diminished, with hedge funds now trading them procyclically. https://t.co/8YPHLfOfOo
Original source ↗  |  January 29, 2026 at 18:35 UTC  |  Twitter - @burggrabenh

Here are the actionable trade ideas extracted from the tweets:

IDEA [1] TICKER: Crypto (general, e.g., BTC, ETH) DIRECTION: long THESIS: February is historically a strong month for crypto, and an expected influx of $100bn in tax refunds into a currently depressed market is anticipated to drive prices higher. SPEAKER: @fcfinvest TIMEFRAME: short-term

IDEA [3] TICKER: $SLV (Silver ETF, proxy for Silver) DIRECTION: avoid THESIS: The tweet describes a "climax run-up" in silver with conflicting sentiment from both shorts and retail buyers, indicating extreme positioning and potential for a violent unwinding. SPEAKER: @markminervini

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