RT Harry (@iharryonX)Bitcoin has pumped 8.5x to $126,000 from the bottom of $15,400 in November 2022.US stocks are at an all-time high.Gold added $15 trillion to its market cap.With massive liquidity, all these big assets are absolutely exploding. While ETH is struggling to break its 2021 ATH of $4800, and altcoins are making new lows every week.But here is the reason why it’s happening. If you look closely, investors are only betting on safe assets right now.Gold - Biggest store of valueBitcoin - digital g ...

I sat down with @JohnPompliano to discuss everything happening across the markets — bitcoin, gold, stocks, the Fed, and where things could be headed next.Are we going up or down? Should investors be worried or getting excited? And why retail investors might actually have an edge over institutions right now.Enjoy!YouTube: https://t.co/IlAdZySDCyApple: https://t.co/1u1HkPJQvYSpotify: https://t.co/5cSjicSkPjTIMESTAMPS:0:00 - Intro0:40 - Gold’s performance and macro shift5:17 - What is more likely: Gold standar ...

Market Trends & Macroeconomics - The market is witnessing a simultaneous rise in both risk assets and safe haven assets, deviating from traditional investment principles [6][7] - Investors are pouring capital into various asset classes due to expectations that the government will continue printing money, national debt will keep rising, central banks will cut interest rates, and artificial intelligence will boost company profitability [11][12][13] - The macro environment has shifted from being negligible to potentially the most crucial factor in today's financial markets [17] Investment Strategy - Converting fiat dollars into investment assets is a key decision to avoid currency debasement and high inflation [14] - While some investors prefer offensive strategies and others defensive, there is enough capital for both types of assets to appreciate [15][16] - Corrections are expected along the way, but maintaining a long-term perspective is crucial [16] Government Shutdown & Prediction Markets - Prediction markets indicate a 41% chance that the government shutdown will end between October 23rd and 26th [18][19][20] - Prediction markets are economically incentivized, making them a potentially accurate source of information [19] Technology & Robotics - Advancements in humanoid robots are rapidly progressing, with robots demonstrating capabilities such as greeting guests and operating vacuum cleaners [21][22][23][25] - Companies are in a race to innovate and attract capital, releasing videos to showcase their technology and convince the market of their potential [26][27] - Consumers are expected to benefit from the proliferation of robots in homes, offices, and throughout society [28]

Market Analysis & Investment Strategies - Gold has delivered an 11% annualized return over the last 20 years, outperforming productive assets due to currency debasement [1] - Bitcoin has significantly outperformed gold, with a 1500% increase compared to gold's 150% increase since 2020 [1] - The market environment has shifted, with macro factors like currency debasement (30% purchasing power loss since 2020) becoming more critical than individual company fundamentals [1] - A potential Bitcoin standard in the Western world is more likely than a return to the gold standard, while China may explore a gold-backed currency [2] - The US government has indirectly acquired $15 billion worth of Bitcoin through seized assets [2] Retail vs Institutional Investors - Retail investors have been continuously buying the dip, demonstrating a different investment behavior compared to institutions [11][13] - Retail investors excel in momentum and dip buying, potentially outperforming institutional investors due to fewer constraints [15][21] - Retail investors are often smarter than institutional investors because they are unconstrained [21] - Independent investors are well-positioned for the future due to their independent thinking and lack of allegiance to specific companies or ideas [24] Government & Economic Factors - The US national debt is approximately $37-38 trillion [2] - The government shutdown has a limited impact on financial markets and the average American, with the stock market responding more to presidential communications [23][24] - The Fed is expected to cut rates, and failure to do so could erode investor confidence [25]

Market Trends - Risk assets and safe haven assets are both increasing simultaneously, which is unusual [1] - The market may be behaving differently than expected [1]

Investment Trends - South Korea's retail investors are heavily investing in crypto and other risky assets [1] - The pursuit of home ownership is driving this investment behavior [1]

Core Insights - Tom Lee, a Wall Street veteran, hinted at potential movements in risk assets ahead of President Trump's announcement, which could impact markets significantly [1][3] - Trump's previous tariff rhetoric against China led to a substantial decline in the crypto market, erasing nearly $20 billion in value [2] - A notable crypto whale profited from shorting Bitcoin and Ethereum prior to Trump's announcement and is now reportedly going long on Bitcoin, indicating possible insider knowledge [2][3] Company Insights - Tom Lee is the chairman of BitMine, a significant player in the digital asset treasury space, which holds over 3 million ETH tokens valued at approximately $12 billion [4][5] - BitMine is recognized as the second-largest digital asset treasury company globally, following Michael Saylor's Strategy [4][5] - Lee's experience includes over a decade at JPMorgan Chase and co-founding Fundstrat Global Advisors, enhancing his credibility in the crypto sector [4][5] Industry Insights - The digital asset treasury (DAT) sector is experiencing signs of saturation, with many DATs trading below their net asset value, raising concerns about a potential bubble [6] - Despite the challenges, Lee maintains a bullish outlook on Ethereum, referring to it as the "blockchain of Wall Street," and predicts significant price increases for Bitcoin and Ethereum by the end of 2025 [6] - Current trading prices for Bitcoin and Ethereum are reported at $109,133.76 and $3,959.39, respectively, indicating ongoing volatility in the market [7]

Core Viewpoint - President Donald Trump softened his tone on China tariffs, which appeared to bolster investors' appetite for risk assets [1] Group 1 - The change in tone from President Trump regarding China tariffs is seen as a positive signal for market sentiment [1] - Investors are responding favorably, indicating an increased willingness to engage with riskier assets [1]

Market Prediction - Risk assets are predicted to experience a final surge [1] - Ethereum ($ETH) is projected to reach $10,000 [1]

Market Outlook & Economic Conditions - Uncertainty surrounding government shutdowns and Washington agreement weighs on investors, but underlying fundamentals are lifting markets [3] - Softening labor market and potential inflationary pressures due to tariffs create a complex situation for the Federal Reserve [8] - Political polarization in Washington can erode investor confidence [6] - Northern Trust Asset Management believes the odds of a US recession have decreased [10] Monetary Policy - The market anticipates potential Fed interest rate cuts due to uncertainty [7] - Northern Trust Asset Management expects the Fed funds rate to be approximately 100 basis points (1%) lower over the next 12 months [9] Investment Strategy - Northern Trust Asset Management favors risk assets (stocks) within a balanced portfolio [10] - Recently, the firm has increased exposure to the US market due to increased confidence in a soft landing [10] - Companies doubled earnings estimates last quarter, indicating a strong trend for the year ahead [11]