Great projections coming out of the government giving us till about 2040 for a complete hyperinflation collapse of the US Dollar system. 2040 is a great year and yes they actually posted this data to the public. But I'm a little confused why is debt / interest / and markets starting to go parabolic in 2023 and not 2040? If they say the deadline is 2040, the...
Problem with monetary fiscal policy and debasement? your markets start to hyperinflation especially when you try to patch previous bubbles *cough* QT *cough* BTFP *cough* ------------- ------------- ------------- ------------- ------------- ------------- ------------- ------------- The average net yearly income of Americans during 1930 was $4,887.01 Unemployment...
Problem with monetary fiscal policy and debasement? your markets start to hyperinflation especially when you try to patch previous bubbles *cough* QT *cough* BTFP *cough* ------------- ------------- ------------- ------------- ------------- ------------- ------------- ------------- The average net yearly income of Americans during 1930 was...
1. I see record amounts of shorts opening still open, call selling, put purchasing speculators are shorter than 2000 / 2008 / 2020 combined. FRED raises rates to this level and yet nothing budges on a large scale so what's going on? 2. Take a look at the Japan Nikkei 225 Super Bubble during 1980s - 1990s, I use a (MA 23) on the Nikkei and double it (MA 46) for...
There's two major problems when looking at the SPY today One - USM2 debasement is a real metric changer Two - The QE from 2021 has backfired Things are going terribly wrong for the FRED they know Japan tried forms of QE prior to the 1989 melt up that led to the demise of the entire Japanese economy for decades. In 2019 its was an emergency and if QE did not...
BTC.D in control Excluding Stablecoins gives a much clearer vision of what's going on with the Bitcoin dominance.
The problem with raising rates to deal with inflation is if you have debt the entire system will seize up. We should be understanding why on earth there is so much interest on Russia at the moment, its because the USA is literally stuck with too much debt, not low enough inflation, BRICS *Russia* notices this and has made a move right in our faces. And honestly...
As of today Binance holds 554,634 Bitcoin | 9.2 Billion in Stable coins I really never liked Binance the entire theme of "helping lower gdp countries by expanding operations to uneducated financial employees that would have no thought of what they're doing is fraud" seems to me to be only a mirage of operating in unregulated financial markets. You can confirm...
The Bitcoin Illiquid supply vs Exchange Supply is at 15.2M BTC 78.3% of circulating as of June It's very true we can't guarantee how many coins in the total supply are actually lost since the Genesis block but a rough number has been floating around that it's near 10+ million. Let's run this math on Bitcoin with the supply today sitting at 19.4M Reduce that by...
Take some time to focus on the information and macro movement here and compare it with my notes. Why are leading economists and leading institutions fumbling? imagine comparing history prior to 2008 where Quantitative Easing did not exist. No standard macro indicator will be accurate due to the debasement of money that happen during the GFC, compare the SPY to...
Seeing major problems unfolding in Japan right now due to the QE of Japanese Government Bonds. This is almost like a repeat of 1980-1990s Japan's M3 has gone exponential to the point some of this Yen is causing local inflation to rise. When Japan was forced to raise rates due to the Ni225 creating unwanted inflation Japan's equity market imploded and the rush...
Minus all the news going on right now, it was clear "altcoins" "web3" was going to have its day once the SEC got its order in place, I believe that day has finally arrived. I have been building a long position on Bitcoin since the $20,000 level preparing for the next cycle, including well structured BTC mining companies. As my theory would be the moment the SEC...
Picture tells everything, there is not even near enough pain in the markets, fastest rate hike mimicking the Nikkei Bubble, 1928 Bubble. This is a text book once in 100 year Super Bubble event. CFTC S&P 500 speculative net positions is currently at -434.2K meaning mostly short US Bank deposits have flew to Money Market Funds scared of bank runs MMF siting at...
Figured I'd share the main indicator setup I'm watching for this bull cycle. Yes there is a lot of world events today, geo political, war, inflation. The main point is do what institutions do long term trends forming, follow the trends regardless of the news / media. Bitcoin has shown to be the strongest resilient asset / commodity of 2023, you have the biggest...
Ever since the GFC 1.0 and the initiation of QE during 2009, the Federal Reserve has been stuck in a never ending debt spiral loop they cannot get out of. 2017 they started the raising of rates silently knowing that the debt is almost at the point of no return (end of currency low inflation without a depression). 2019 C19 (strange timing) something leaked and...
The US Government will be defaulting sometime early June, this is a 1971 US default repeat where the US Government cannot depeg the dollar from a hard asset this time is indeed different. Why has this been the fastest rate rise cycle in history for the US and other leading GDP countries? simple they need inflation near zero to start QE to infinity to stop the...
Can we not see what's happened over the last days? the exact repeat of 2009 instead of QE straight away the FED has resorted to using terms like "BTFP program" and offering zero percent loans to the bigger banks to bailout the smaller banks. I thought the FRED would have allowed the banks to go down for a market reset "what everyone is expecting" but the...
When a macro super symmetrical triangle trend occurs on the log scale, any people holding this Ethereum hopes the trend moves up and not down, a move down will mean the end of Ethereum. Really failing to rise above near the upper line too. reducing the supply should do it right?, right? :)