Joe Consorti ⚡️
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Joe Consorti ⚡️· 2025-10-17 23:31
Financial Performance - Revenue grew 8% to $9677 billion in the September quarter [2] Market Dynamics - iPhone set a revenue record in the China market [1][2]
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Joe Consorti ⚡️· 2025-10-17 20:36
Market Trends - Gold's parabolic run is fueled by geopolitical and monetary uncertainty [1] - A prolonged period of uncertainty may lead to a more violent rotation into risk assets when the situation resolves [1] - Bitcoin is expected to be the fastest-growing asset when the market uncertainty subsides [1]
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Joe Consorti ⚡️· 2025-10-17 18:41
Market Trends - Gold experiences parabolic growth due to geopolitical and monetary uncertainty [1] - Prolonged market uncertainty intensifies the eventual rotation into risk assets [1] - Bitcoin is expected to be the fastest-growing asset when the market uncertainty subsides [1]
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Joe Consorti ⚡️· 2025-10-17 18:18
Market Trends - Gold is experiencing a significant correction [1] - Gold price decreased by 2.14% in a single day [1] Financial Impact - Gold's value decreased by $700 billion [1] Market Outlook - It is uncertain whether the gold trade is over, next week's performance is crucial [1]
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Joe Consorti ⚡️· 2025-10-17 17:50
Market Sentiment - Bitcoin fear levels are currently at a point previously seen when its price was $83,000 [1]
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Joe Consorti ⚡️· 2025-10-17 14:57
Market Trends & Analysis - Gold is projected to increase by 62% by 2025 [1] - A global monetary reordering is commencing [1] - Bitcoin's next breakout has the potential to be explosive [1] Investment Opportunities - The analysis includes insights into interest rates in previous cycles [1]
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Joe Consorti ⚡️· 2025-10-16 21:31
Market Performance - Gold is up 63% year-to-date [1] - BTC is up less than 20% year-to-date, marking its weakest bull market year ever [1] Investor Behavior - Investors are bidding gold [1] - Investors are selling just about everything else due to macro uncertainty [1] Market Outlook - The report raises the question of what will happen next in the market [1]
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Joe Consorti ⚡️· 2025-10-16 21:30
Bitcoin-Gold parity is now $1.5M per coin.Disclose.tv (@disclosetv):JUST IN - Gold rises above $4,300 for the first time in history, officially becoming the first asset with a market cap of $30 trillion. ...
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Joe Consorti ⚡️· 2025-10-16 18:24
Market Analysis - Bitcoin's potential to decouple from US equities is highlighted, especially given the current geopolitical tensions [1] - The analysis suggests that if gold inflows slow down, Bitcoin could emerge as a favorable investment option [1] - The report emphasizes that the viability of this scenario hinges on developments in the coming weeks [1] Comparative Analysis - Bitcoin is presented as a fundamentally superior version of gold [2] - The market has not yet fully priced in Bitcoin's potential as a better alternative to gold [2]
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Joe Consorti ⚡️· 2025-10-16 18:08
When JPM called BTC undervalued vs. gold on a risk-adjusted basis, BTC was $121k, and gold was $3,856.Two weeks later, this has widened out substantially.If there's any meaningful rotation out of metals and out on the risk curve, BTC is increasingly cheap as the days go by.matthew sigel, recovering CFA (@matthew_sigel):🚨JPM Says Bitcoin Undervalued vs. Gold, Highlights "Significant Upside" to $165k."The steep rise in the gold price over the past month has made bitcoin more attractive to investors relative t ...