RT kel. (@kelxyz_)@blknoiz06 Category leading with best shot of lasting power and growth potential:bitcoinhypemetadaozecenaI’m an idiot hedge:spyqqqgoldCashBitter lesson:some energy betLong chinese + gamer discretionary spending:some chinese consumer bet (collectibles: cards? idk) ...

Why Traders Should Watch the Bitcoin to Gold Ratio► https://t.co/uERGUfDqoo https://t.co/uERGUfDqoo ...

Market Trends & Adoption - An aging world with wealth concentrated among older generations could drive long-term Bitcoin adoption due to its scarcity and accessibility [1] - By 2100, Bitcoin's value could potentially reach the level of gold [1] Risks & Considerations - Regulation and volatility remain key risks for Bitcoin [1]

Market Analysis & Predictions - XRP shows significant weekly gains compared to Bitcoin and Ethereum, indicating potential bullish territory [1] - Bitcoin needs to flip 116,000 to confirm a bullish run, potentially retesting previous highs around 120,000 plus [1] - XRP needs to break $2.75 to retest previous highs, with caution around that level due to potential rejection [1] - The S&P 500 breaks above 6,800, up 40+% since April 2025, adding $17 trillion of market cap in 6 months, signaling a bullish trend [2] - Gold is potentially topping out, with rotations expected from gold into stocks and then crypto [6][18] Money Market Funds & Liquidity - $7.4 trillion is parked in money market funds, waiting for Federal Reserve decisions to trigger a capital reallocation event [10] - Potential Fed cuts of 150-200 basis points could collapse money market fund income by $100-140 billion annually, driving reallocation [11] - Historical patterns show Fed cuts leading to market rallies (tech bubble in 1998, housing mania in 2003, general rally in 2009) [12] - A 5% rotation from money market funds could bring $370 billion into Bitcoin, potentially driving its price to $280,000-$350,000 [14] - Capital from money market funds is expected to flow into Bitcoin, Ethereum, and altcoins, pushing the entire crypto space higher [15] Crypto Market Sentiment - The crypto environment is bullish, but many are still in denial, awaiting significant price action to realize the potential [23][24] - Bitcoin dominance is expected to break down, leading to significant price multiples for assets like XRP [21]

Central banks and other big investors diversifying away from the dollar may boost demand for a non-Western gold-trading hub. Dig a little deeper, however, and it is clear that not all glitters https://t.co/mYt1LWEJww ...

"Gold is just bitcoin that can't be sent over the internet."- Edward Snowden https://t.co/PScSleP1XC ...

if I told you at the beginning of this year...- sbf is teasing about being released on x- coinbase bought echo for 375m- bitcoin to underperform gold- stablecoins would be announced as collateral for nasdaq trading- cz would be pardoned by trump- hyperliquid would have a $1B treasury company- robinhood, Stripe, Circle would announce their own chains- Tom Lee & Joe Lubin would buy billions of Ethereum- ETH would hit $1,400 then rally to $4,800 in a few months- pumpdotfun launched a token- trump would announc ...

Market Trends - Rotation from gold into Bitcoin is being discussed [1] - Stabilization of the U S dollar and its impact on global capital flows are analyzed [1] - Relationship between volatility and bull markets is explored, noting that higher volatility can signal the start of a new bull cycle [1] Investment Opportunities and Risks - Capital rotation and long-term market outlook are considered [1]

Market Analysis - Gold is outperforming Bitcoin due to factors beyond tariffs [1] - China is strategically building gold-based financial infrastructure to challenge the US dollar's dominance [1] - Beijing injected 1 trillion yuan this year, intentionally devaluing it against gold [1] Bitcoin Challenges - Bitcoin experienced leverage liquidations due to tariff volatility [1] Proposed Solution - Advocate for funding the Strategic Bitcoin Reserve to enable BTC to compete as a leading form of hard currency [2]

Market Valuation & Earnings - The market is trading at 25 times relative to 2025 earnings estimates [2] - Current market valuations may not matter until they do [2] - Companies with high capital expenditure (capex) and debt levels are still being valued at the same multiples as when they were asset-light and cash generative [3] - Investors should consider capex levels relative to revenue when digesting earnings [3] Energy Sector - The speaker favors oil prices, considering them "dirt cheap" [5] - Sanctions on Rosnet and Luke Oil, along with reduced oil purchases by India and China, are seen as potential catalysts for a rally [5] - US shale is no longer a major contributor to global oil supply, and OPEC production is not keeping up with quotas [6] - The speaker believes the market is overly bearish on oil [6] Consumer Staples & Bonds - Consumer staple stocks are trading like bonds with 4%-5% dividend yields [6] - Consumer staples could be a safe haven for investors if the economy slows [6] Gold & Inflation - CPI was still at 3% [8] - Central bank buying is the main driver of gold prices [9] - Risks are for much higher gold and silver prices after a period of consolidation [9]