The crucial area for $ETH to hold is around $4,400.If it starts going beneath that zone, then I'm expecting an acceleration and big liquidity flush.That's the ideal area to buy the dip from, but it might feel slightly scary. https://t.co/1Ohpdk2yGq ...

GLOBAL MONEY SUPPLY IS EXPLODING.BITCOIN IS THE GREAT ABSORBER OF LIQUIDITY.YOU ALREADY KNOW WHAT’S NEXT. https://t.co/KjkpuiXrNz ...

RT THE HUNTER ✴️ (@TrueGemHunter)REASONS WHY BITCOIN DOSEN'T FOLLOW STOCK MARKETS ‼️🔎 While Nasdaq & S&P 500 hitting fresh ATHs, $BTC struggles to break out.For many this looks strange… aren’t both “risk-on” assets?Here’s what’s really happening ⬇️1️⃣ ETF & Institutional FlowsEquities are fueled by massive inflows into tech stocks and ETFs.Bitcoin also sees inflows via Spot ETFs but they are inconsistent, with strong days followed by quiet ones.This creates lumpy demand vs. the steady bid in stocks.2️⃣ Liqu ...

REASONS WHY BITCOIN DOSEN'T FOLLOW STOCK MARKETS ‼️🔎 While Nasdaq & S&P 500 hitting fresh ATHs, $BTC struggles to break out.For many this looks strange… aren’t both “risk-on” assets?Here’s what’s really happening ⬇️1️⃣ ETF & Institutional FlowsEquities are fueled by massive inflows into tech stocks and ETFs.Bitcoin also sees inflows via Spot ETFs but they are inconsistent, with strong days followed by quiet ones.This creates lumpy demand vs. the steady bid in stocks.2️⃣ Liquidity DynamicsCEX balances for BT ...

Macroeconomic Outlook - The analysis suggests the economy is in a late phase, evidenced by central banks starting to ease, deteriorating job numbers, and declining short-term yields with topping long-term yields [1] - The real economy is facing challenges, with 156% of the US population struggling to put food on the table, impacted by high rates and inflation [1][5] - Liquidity cannot stem the tide of a rolling-over real economy, distinguishing the current situation from previous stimulus efforts [1] - The analyst anticipates non-farm payrolls will worsen, leading to a stock market top and a potential Bitcoin surge to $160,000, followed by a market correction [1][6] Market Bubbles and Valuations - The stock market is in a blowoff top, with market capitalization at 216% of GDP, exceeding levels seen in 2007 (109%), 2000 (136%), and 1929 (89%) [2] - The current bubble encompasses both tech stocks and the housing market, resembling a combination of the 2000 and 2007 crises [4] - Despite arguments about improved company efficiency and productivity, current valuations are historically high relative to the economy [3] Monetary Policy and Inflation - Central banks' attempts to stimulate the economy through monetary easing are likely to be ineffective due to reintroduced inflation and a struggling consumer [2][7] - The era of easy monetary policy is ending, with the Fed unable to sustain the real economy's downturn [2] - A deflationary phase is expected in the short term, followed by a resurgence of inflation due to continued stimulus efforts [7] Investment Strategy - The analysis suggests studying investment strategies from the 1940s to navigate the coming market shakeout [8] - Gold is recommended as a long-term investment, although it may experience a pullback during the deflationary bust [16][17] - Caution is advised regarding crypto investments, with a potential secular top in Bitcoin and a subsequent crash [6][7][19] - A strong dollar is anticipated during the deflationary phase, followed by a shift towards commodities, gold, and silver during stagflation [22]

Market Overview - The current market is experiencing record highs with the S&P and NASDAQ reaching new peaks, alongside gold prices also hitting record levels [1] - The economic backdrop remains strong with ongoing growth in GDP and other areas, while inflation has decreased to 2.9% from higher levels [3][4] - Liquidity in the market is robust, supported by significant deficit spending and a large M2 money supply [4][5] Investment Strategy - The investment approach focuses on three main factors: liquidity, inflation, and growth, which guide portfolio decisions [3] - There is a shift towards incorporating both growth and value stocks in the portfolio, with a particular emphasis on recovery value stocks [7][8] Stock Picks - **Dow Chemical**: Selected for its significant price drop (from around $60 to $24), strong balance sheet, and high dividend yield of 5%, making it a recovery value stock [7][8] - **Circle**: Important in the crypto and stablecoin space, with potential for growth as government support increases. The stock has dropped from $250 to $120, presenting a buying opportunity [10][12] - **Bullish**: Recently listed and currently trading lower, it has potential due to its association with notable figures in the industry and its role in crypto trading [15][17] - **Space Mobile**: Competing with Starlink, it has secured contracts and FCC approvals, showing growth potential despite being capital intensive [22][24] - **GitLab**: Positioned as a cost-efficient platform for enterprises, it is expected to benefit from the rising demand for AI software development, despite competition from GitHub [26][29]

Key Takeaways Sezzle stock skyrocketed 127.9% in six months, outpacing the industry and the broader market's rallies.On-Demand growth boosted GMV 74.2% and lifted the operating margin by 680 basis points.Sezzle posts ROE of 102.9% and ROIC of 58.2%, both well above the industry averages.Sezzle Inc.’s (SEZL) stock has soared 127.9% over the past six months. The company’s shares have significantly surpassed the industry’s marginal rise and the 17.5% jump in the Zacks S&P 500 Composite.MVST outperformed its in ...

Well, stocks just made a new all-time high yet again. This is a consecutive thing. Now, the big thing that you guys are probably going to ask is, "Well, Nick, while the stock market is making new all-time highs, why does the crypto market look like this today?" Well, there's a few things that I want to go over, but the main thing to focus on here is, and I know that it really kind of comes down to the most cliche excuse, manipulation.Yeah, that's right. The market is being manipulated against you. It wants ...

RT Bull Theory (@BullTheoryio)THE NEXT 10 DAYS WILL DECIDE THE FATE OF MEGA ALTSEASON IN Q4 🚨🌍 The next 10 days could decide whether global liquidity fuels the next leg of the bull run or stalls it.Here’s why:🇨🇳 Earlier today, China’s August data confirmed weakness:Retail sales +3.4% YoY (missed 3.9% est.)Industrial production +5.2% YoY (slowest in 12 months)Urban unemployment 5.3% (up from July)This shows demand in the world’s 2nd largest economy is cooling and QE is the only way.China is already injecting ...

Get your rain boots on.Liquidity is coming. ...