Macro
Search documents
X @Ansem
Ansem π§ΈπΈΒ· 2025-10-18 13:46
RT plur daddy (@plur_daddy)Weekend thoughts on BTC.1. The main issue capping BTC price has been OG selling. Putting myself in their shoes, this year was a logical time to sell. It hit the mythical $100k price target. The ideology around it had significantly shifted from being an expression of Libertarian idealism into a mainstream asset co-opted by Wall Street and the Trump admin. There were toppish signals from the TCs. There was finally sufficient liquidity to exit large bags. This was the apex of the 4 y ...
X @Arthur Hayes
Arthur HayesΒ· 2025-10-10 06:12
RT MR SHIFT π¦ (@KevinWSHPod)E142: @CryptoHayes: Bitcoin masterplan: $1M peak by 2028, crash by 2029For his second appearance on When Shift Happens - @MaelstromFund CIO - Arthur delivers the rawest, sharpest macro and crypto insights in this no-filter episode.Timestamps0:00 Introduction1:52 Coffee Talk2:45 Whatβs Your Mission In Life3:31 Who Are You3:44 Evolution On Money And Retirement4:56 Investment Or Trading Opportunities7:47 Do You Make Decisions For Investments8:53 Macro Frameworks For Risk11:24 Partne ...
X @Arthur Hayes
Arthur HayesΒ· 2025-10-07 21:45
RT SALT (@SALTConference)π¬π§SALT is coming to London for the first time! Nov 5-6 at the stunning newly-reopened Chancery Rosewood, after 50+ years as the US Embassy.A 400-person invite-only event on private markets, macro, AI & digital finance. Learn more: https://t.co/Mc8O4yDc7yPreliminary speakers:- @GJCardinale, RedBird Capital Partners, Founder Managing Partner and CIO- @GaryLineker, @GoalhangerPods, Co-Founder; Broadcaster and Global Football Legend- @KattyKay_, BBC, US Special Correspondent; MSNBC, Con ...
X @Arthur Hayes
Arthur HayesΒ· 2025-10-07 05:52
Crypto Market Outlook - Industry expert believes Bitcoin is still in its early stages and predicts it will reach $1 million+ [2] - Stablecoins are viewed as a geopolitical tool for America, with Ethena identified as a high-conviction investment [2] - The analysis emphasizes ignoring market noise and focusing on fiat currency printing as a key macro framework [2] Investment Strategies - The report highlights the importance of understanding tokenomics, using Hyperliquid as an example [2] - It suggests EtherFi has the potential to become the "Amex of crypto" [2] - The report acknowledges that most crypto investments fail and emphasizes the importance of identifying what actually works [2]
X @Raoul Pal
Raoul PalΒ· 2025-09-30 16:22
The Everything Code report is free to download on Real Vision.James (@JamesEastonUK):Probably (definitely) the most important document in Crypto today.A monumental amount of research and work, from one of the finest MACRO Hedge Fund Research Services in the world today - Global Macro Investor (GMI).And you can download it, for FREE, over @RealVision.You https://t.co/oXegDAXQx8 ...
X @TylerD π§ββοΈ
TylerD π§ββοΈΒ· 2025-09-30 15:31
Going live for UNDER EXPOSED in 30 minutes!The gang is back and chatting macro, Aster vs Hype, XPL sell off, HOOD, NFT Strategy + more+ we're doing 2 YEET $500 giveaways to random listenersJoin us live on Kick or X at 12 pm ET!TylerD π§ββοΈ (@Tyler_Did_It):Then UNDER EXPOSED returns tomorrow at 12 pm ET@DeeZe + @CSURAM88 + @0xGeebz join as we chat:- Aster vs Hyperliquid (and Hypurrs)- The XPL bull/bear case + rise of stablecoins- The DAT trade in trouble+ some PNKSTR + a lot moreJoin us live on Kick or X http ...
Let's Talk About SCHD And Its Miserable 5-Year Track Record
Seeking AlphaΒ· 2025-09-30 15:28
Group 1 - The article discusses the increasing interest of younger generations, particularly an 18-year-old, in investing, highlighting a shift towards trading platforms like Robinhood [1] - The focus is on the trend of retail investors engaging in trading activities, which may not align with traditional investment strategies [1] Group 2 - The author identifies as a freelance writer with a focus on ETFs, portfolio management, and macroeconomic trends, indicating a specialization in these areas [1]
X @Raoul Pal
Raoul PalΒ· 2025-09-22 14:02
time for some macro alpha!!Real Vision (@RealVision):It's #MacroMonday time with @AndreasSteno & @RosenvoldGeoTune in! https://t.co/8R9nTq3wUU ...
GBTC Is Growing AUM Again - Is Bitcoin Getting Better Than Gold?
Seeking AlphaΒ· 2025-09-18 17:04
Core Viewpoint - The investment strategy focuses on a balanced portfolio between low-cost funds and individual stocks, emphasizing long-term holding and understanding market dynamics beyond mere financial metrics [1] Investment Strategy - The portfolio is approximately 50% in low-cost funds and 50% in single stocks, reflecting a balanced investment approach [1] - The investment philosophy prioritizes holding stocks for at least 10 years, avoiding market timing [1] Market Understanding - The market is viewed as a meeting point of demand and supply, with a focus on predicting human behavior rather than solely relying on financial ratios like P/E [1] - There is an emphasis on understanding what the market perceives in a stock beyond numerical data, which includes analyzing sectors, industries, and long-term growth trends [1] Current Investment Outlook - The company is currently bullish on specific stocks including AMD, PLTR, TSLA, as well as broad US equities and Bitcoin [1]
X @TylerD π§ββοΈ
TylerD π§ββοΈΒ· 2025-09-16 16:02
UNDER EXPOSED is liveWe are talking macro, rate cuts, Pump, Polymarket, Base, OpenSea and a lot moreJump inhttps://t.co/xKzUZd19CY ...