So Warsh wants to do QT over the long run, thus strengthening the USD. Trump wants weaker USD. What if he simply counters Warsh by enforcing the Fed’s third mandate? I.e. printing more money using Treasury and then forcing Warsh to buy up the bonds.
Original source ↗  |  January 30, 2026 at 10:03 UTC  |  Twitter - @humacapital

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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